Thursday, 13 July 2017

Sharepoint Excel Services for server-side Excel calculations

For many years Excel was limited to client-side, i.e. desktop installation, operation. However, I did work on many projects where we launched an instance of Excel on a server as a calculation agent despite Microsoft recommending against because this option is fraught with unforeseen consequences. For example, message boxes get thrown but on a server there is no user to see and dismiss them. Microsoft invented Sharepoint for clients who really want to run Excel on the server.

The downsides of Sharepoint are cost, it is not cheap in itself and also it requires a Windows Server licence. If your employer is pro-Unix then this will be a deal-breaker. The other downside of Sharepoint is that your VBA code will not run and will have to be converted to C# or some other managed .NET language.

Nevertheless, the Sharepoint 'market share' of the Excel solution space will grow and a blog on Excel Development should address it.

I've yet to reach recommendations for this technology so this first blog post will solely be a collection of links for more reading.

Wikipedia is always good place to start, here is article on Excel Services
Office Support: Getting Started with Excel Services and Excel Web Access
Book: Wrox - Professional Excel Services
Technet: Overview of Excel Services in SharePoint Server 2013
Technet: Administer Excel Services in SharePoint Server 2013
safaribooksonline: Chapter 1. An Introduction to Excel Services
Technet Forums: VBA won't work for workbooks rendered in a browser from a Sharepoint server (Excel Services)
Office Dev Center: Understanding Excel Services UDFs
Office Dev Center: Walkthrough: Developing a Managed-Code UDF
MSDN: Creating Custom Solutions with Excel Services

Some sample C# code for a server-side Excel Services UDF.

// From https://dev.office.com/sharepoint/docs/general-development/step-2-creating-a-managed-code-udf
using System;
using System.Collections.Generic;
using System.Text;
using Microsoft.Office.Excel.Server.Udf;

namespace SampleUdf
{
    [UdfClass]
    public class Class1
    {
        [UdfMethod]
        public double MyDouble(double d)
        {
            return d * 9;
        }  

        [UdfMethod(IsVolatile = true)]
        public DateTime ReturnDateTimeToday()
        {
            return (DateTime.Today);
        }
    }
}


However, if you thought getting a UDF to run on both the client and the server in a unified code base would be a breeze then check out this web page which shows how to do it. It seems a major undertaking requiring C#, C++/CLI (formerly Managed C++), creating code to handle a managed Add-in and a custom shim. I expect many to be dissuaded from using SharePoint because of the complexity there but I also expect Microsoft to unify the client side and server interfaces in the future.

Whilst I have yet to reach recommendations on Sharepoint and Excel Services one has to wonder why rendering a workbook in a browser which requires a Windows Server, Sharepoint Server and Internet Information Server is better than keeping a workbook of a network file server (running on Linux) and opening in Excel. I guess the question boils down to client licences versus server licences.

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