OFC304 Excel 2003 Overview: XML Support Joseph Chirilov Program Manager.

OFC304

Excel 2003 Overview: XML Support

Joseph ChirilovProgram Manager

The Case For XML In ExcelKey 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

demodemo

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 FlatteningOpen 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/DropAssociate 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 ScenariosXML data from multiple sources

Import map, Export map

Import/Export

ImportBring XML data into the workbook

Data is imported according to user layout

Ability to aggregate data with multiple imports

Validation errors are optionally reported

ExportGet 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

QueryFind 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

demodemo

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

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© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.