OFC304 Excel 2003 Overview: XML Support Joseph Chirilov Program Manager

The Case For XML In Excel Key Customer Challenges Reporting and Publishing Financial models with results to publish Templates to fill out Content Repurposing Companies would benefit from being able to easily share and reuse their data Editing It is easy and natural to edit and manipulate data using Excel Data Analysis Financial models want to consume data for input XBRL Internal markup languages

Key Business Scenarios End Users Easy and natural via File Open and Save As… Templates and Solutions: Work with Excel as usual Power users and Solution developers Create XML-enabled templates and solutions Add XML Schema(s) to your workbooks Customize the view on your XML data Create exportable ranges in your workbooks Excel Smart Document

Demo – Resumes

Resumes Joseph Chirilov Program Manager Excel Data Services demo demo

High Level Features XML Spreadsheet XSL Transformations XML Data Flattening Excel 2002

XML Spreadsheet Excel’s XML file format Data, formatting, calculations, pivot tables, etc. Exposes the spreadsheet data to outside processes Enables outside processes to generate spreadsheets Updated for new XML features

XSL Transformations Transform non-Excel XML vocabularies into XML Spreadsheet Allows for different “views” of data XML Data Flattening Open XML data into Excel in a static, tabular way for analysis Quick and easy approach to getting non-Excel XML vocabularies into Excel No Export/Save to XML functionality

XML Spreadsheet XSL Transformations XML Data Flattening Excel 2002 High Level Features XML Spreadsheet Visual Design Tool XML Schema Schema Inference Import/Export XML Maps XSL Transformations XML Data Flattening Excel 2003 List Object Model Smart Documents

XML Schema Support for W3C XML Schema 1.0 User-defined schemas Schema is attached to workbook Support multiple schemas Provides validation on Import/Export

Schema Inference Problem: Not everyone uses schema Don’t have a schema? Excel will generate one for you Uses a sample of your XML to determine a proper schema for Excel

Visual Design Tool Hierarchical view of schema Repeating versus Non-repeating elements Drag/Drop Associate XML elements with ranges in the workbook

XML Maps A translation or ‘mapping’ of a given schema into a workbook A workbook can have several maps Example of Multiple Map Scenarios XML data from multiple sources Import map, Export map

Import/Export Import Bring XML data into the workbook Data is imported according to user layout Ability to aggregate data with multiple imports Validation errors are optionally reported Export Get workbook data back out into XML form, conforming to your user-defined schema Validation errors are optionally reported

List New Excel 2003 feature Simplifies managing lists in Excel Enhanced usability Insert Row Auto-Filter

Object Model Full automation support for new XML features Mapping Import/Export Event model for Import/Export Query Find an Excel Range given an XPath Find the XPath for a given Range

Smart Documents Surface specific actions based on document content Tightly integrated with the XML features Centralized server-based deployment model

More XML in Excel Joseph Chirilov Program Manager Excel Data Services demo demo

Key Takeaways XML-enabled templates and solutions Customer-defined XSD schemas attached to workbook Custom views of XML data Separate data from presentation Export spreadsheet data as XML Smart Document solutions Easier Web Services Integration

High Level Context Process Management – XML support plus smart document technology brings relevant and current business data to the desktop, and provides a platform for building business process solutions Information Intelligence – Better visibility into business information so users can gain deeper insights, make better decisions, and take more effective action

Suggested Reading And Resources The tools you need to put technology to work! TITLE Available Microsoft® Office 2003 Resource Kit: /24/03 Microsoft Press books are 20% off at the TechEd Bookstore Also buy any TWO Microsoft Press books and get a FREE T-Shirt

Community Resources Most Valuable Professional (MVP) Newsgroups Converse online with Microsoft Newsgroups, including Worldwide User Groups Meet and learn with your peers

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