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Demo: View XML financial data in familiar Excel worksheets
 
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You've been seeing more and more data in XML. Maybe you cringe when you need to work with it, because it so often means a lot of time-consuming copying and pasting. That's all changed now. Microsoft Office Professional Edition 2003 is designed to help you take advantage of XML and import it efficiently and quickly.

 Note   For screen reader text detailing the content of the video and a screen reader version of the audio script, click Demo text version.

ShowDemo text version

Screen Action Audio Script

An Excel 2003 worksheet is open showing an Expense Statement Analysis report. The Getting Started task pane is open on the right side of the screen.

With the XML capabilities of Office Professional Edition 2003, you can create documents, connect to data sources, and retrieve and reuse information in innovative ways.

The scene changes to an XML file open in Microsoft Notepad.

XML is a platform-independent markup language that defines the structure of data instead of how it should be formatted. This is what an XML file looks like in Notepad.

The scene changes back to the Excel worksheet. The pointer clicks Getting Started in the task pane on the right. A drop-down list appears, showing the available task panes, and the pointer clicks XML Source to open the XML Source task pane. The pointer clicks the XML Maps button, which opens the XML Maps dialog box, and then clicks Add to open the Select XML Source dialog box. The pointer selects an XML file, and then in the XML Maps dialog box, clicks OK.

In this case, I'm going to analyze data from expense reports that were provided to me in an XML format.

First I need to map (or attach) my XML schema file to the various cells in the spreadsheet.

I do this by going into the XML source task pane.

I select my XML file …

… and Excel automatically infers the schema from the structure in the XML document.

The contents of the XML schema file appear in the XML Source task pane, and the pointer scrolls through the elements.

When I return to Excel, I can see the contents of the XML schema file in the task pane on the right.

These are the elements (or data containers) that I can use to organize the data on my worksheet.

The pointer drags elements from the XML Source task pane to the corresponding cells in the worksheet — Employee Name, Employee ID, Department, ManagerName, Date, Account, Description, and Total. As the pointer drags each element onto the worksheet, each element fills a cell.

In this case, I'll drag the Employee Name, Employee ID, Department, and Manager Name elements onto my worksheet.

Excel will map these cells to the elements in my XML documents.

Now I'll add repeating elements to a list in my worksheet.

This time I'll drag the Date, Account, Description, and Total elements onto the worksheet.

I'm finished mapping the XML elements on my worksheet.

The pointer clicks the Import XML Data button, and the Import XML dialog box opens. The pointer selects an XML file, and then clicks Import. The Import XML dialog box closes. In the worksheet, the pointer pauses over the cells with newly imported data.

The animated text Experience your own great moments appears. Under it appears the URL http://www.microsoft.com/office.

Next, I'll import an XML document that has the same structure as this sheet.

And here's my result.

Excel automatically mapped the data in my XML document to the proper cells on my worksheet.

With Office 2003, I'm able to reap the full benefits of XML by making information defined in XML easier to manipulate, search, and reuse.

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