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How to Accelerate Microsoft Excel
Workflows with FME
18th September 2013
This webinar is being recorded
Agenda
Introduction
 Safe Software
 FME Desktop
 Why FME & Excel
Live Demos
 Reading & Writing Excel Data
Q&A
#fmewebinar
Who Are We?
Dale Lutz
 Co-Founder & VP of Product
Development
Mark Stoakes
 ProServices Manager
Iris Gutowski
 Product Specialist
#fmewebinar
Questions are Encouraged!
Please submit using the
GoToWebinar PanelWe will follow-up with unanswered questions
#fmewebinar
@SafeSoftware
95+ exuberant
employees
Partners
World-Wide
Located in Surrey,
British Columbia
Thousands of happy
customers
#fmewebinar
What is FME?
#fmewebinar
Convert data
Transform data
Share data
Integrate data
Validate data
And more
FME transforms data to use
and share.
Poll: How long have you been using FME?
#fmewebinar
Why use FME for Excel?
 Large Data
 Excel size limits ?
 Spatial data
 Derived data
 Merging sheets or other data
 Repeatability & automation
City of Vancouver – Open Data
 Reading Excel data
 Reorganising your data
No creatures were injured in the course of making this demonstration
10
Excel Reader
 Excel reading. More flexibility.
 Excel ADO deprecated
 Support for:
 Reading multiple sheets
 Named ranges
 Read formulas
 Attribute Schema adjustment
 Create Geometry
 Set Coordinate System!
11
Excel Writer
 Excel writing. More flexibility.
 Excel ADO deprecated
 Support for:
 Writing multiple sheets
 Formatting
 Named ranges
 Templates
Bird & egg survey data
 Merging data in interesting ways
 Using SQL on non-SQL datasets
 Bird Species
 Nest Locations
 Egg Surveys
@Birds n’ Eggs at Safe
Poll: How much of your spreadsheet data
has a spatial component to it?
#fmewebinar
Creating spatial data
 Convert X/Y fields to
geometry
What could John Snow
have achieved with the
FME Excel reader?
ZONE LANDTYPE AGE GENDER Count
103 Completed 65 and over Female 1
103 Completed 25-44 Male 1
103 Completed 45-64 Male 1
103 Completed 25-44 Female 1
103 Completed 5-14 Male 1
103 Vacant Dwelling 1
104 Completed 25-44 Male 1
104 Completed 20-24 Female 1
104 Completed No Response No Response 1
104 Completed No Response No Response 1
104 Completed 25-44 Male 1
104 Completed 20-24 Male 1
104 Completed 45-64 Male 1
Demographic Data
 Summaries, Pivots and Statistics
 AttributePivoter
• Summarize by ZONE
• Create columns for
Gender/Age
• Create a Count
Statistic
Larger
Datasets
 More Pivots and Statistics
 Create subsets of large datasets
 Reformatting attribute values
 XLS Templates for charts
Excel data sizes or
performance may restrict
automation tasks for larger
datasets
Date reformat:
01-DEC-2011 20:22:27
to
20111206
Poll: Which Excel workflows would you
like to automate?
#fmewebinar
Automation
 FME Server or FME Cloud
FME Server
FME Cloud
New to FME?
 Visit our Getting Started Page:
www.safe.com/fme/getting-started
 Attend a weekly FME Overview webinar:
safe.com/WeeklyIntro
#fmewebinar
Save the Date
Webinar: Maximize the Value of Raster Data
Using FME (October 2)
FME World Tour 2014 (April – June 2014)
FME International User Conference 2014
(20th Anniversary Celebration)
• June 10 – 13, 2014 in Vancouver, Canada
Recorded Webinars
www.safe.com/webinars
Free FME Training
Learn More: www.safe.com/training
#fmewebinar
Online Courses - Live & Hands-On
 September 18: FME and KML (Advanced)
 September 24-25: FME Desktop
Tutorials & Recorded Courses
Get Involved!
fmepedia.com/community
fmepedia.com/knowlege
@SafeSoftware
youtube.com/FMEChannel
blog.safe.com
#fmewebinar
#fmewebinar
Q&A
Thank You!
 Sales
 info@safe.com
 Support
 www.safe.com/support
 (604) 501-9985 ext. 278
 Mark Stoakes
 Mark.Stoakes@safe.com
 Iris Gutowski
 Iris.Gutowski@safe.com
Dale Lutz
 Dale.Lutz@safe.com
This webinar is being recorded
#fmewebinar

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How to Accelerate Microsoft Excel Workflows with FME

  • 1. How to Accelerate Microsoft Excel Workflows with FME 18th September 2013 This webinar is being recorded
  • 2. Agenda Introduction  Safe Software  FME Desktop  Why FME & Excel Live Demos  Reading & Writing Excel Data Q&A #fmewebinar
  • 3. Who Are We? Dale Lutz  Co-Founder & VP of Product Development Mark Stoakes  ProServices Manager Iris Gutowski  Product Specialist #fmewebinar
  • 4. Questions are Encouraged! Please submit using the GoToWebinar PanelWe will follow-up with unanswered questions #fmewebinar
  • 5. @SafeSoftware 95+ exuberant employees Partners World-Wide Located in Surrey, British Columbia Thousands of happy customers #fmewebinar
  • 6. What is FME? #fmewebinar Convert data Transform data Share data Integrate data Validate data And more FME transforms data to use and share.
  • 7. Poll: How long have you been using FME? #fmewebinar
  • 8. Why use FME for Excel?  Large Data  Excel size limits ?  Spatial data  Derived data  Merging sheets or other data  Repeatability & automation
  • 9. City of Vancouver – Open Data  Reading Excel data  Reorganising your data No creatures were injured in the course of making this demonstration
  • 10. 10 Excel Reader  Excel reading. More flexibility.  Excel ADO deprecated  Support for:  Reading multiple sheets  Named ranges  Read formulas  Attribute Schema adjustment  Create Geometry  Set Coordinate System!
  • 11. 11 Excel Writer  Excel writing. More flexibility.  Excel ADO deprecated  Support for:  Writing multiple sheets  Formatting  Named ranges  Templates
  • 12. Bird & egg survey data  Merging data in interesting ways  Using SQL on non-SQL datasets  Bird Species  Nest Locations  Egg Surveys @Birds n’ Eggs at Safe
  • 13. Poll: How much of your spreadsheet data has a spatial component to it? #fmewebinar
  • 14. Creating spatial data  Convert X/Y fields to geometry What could John Snow have achieved with the FME Excel reader?
  • 15. ZONE LANDTYPE AGE GENDER Count 103 Completed 65 and over Female 1 103 Completed 25-44 Male 1 103 Completed 45-64 Male 1 103 Completed 25-44 Female 1 103 Completed 5-14 Male 1 103 Vacant Dwelling 1 104 Completed 25-44 Male 1 104 Completed 20-24 Female 1 104 Completed No Response No Response 1 104 Completed No Response No Response 1 104 Completed 25-44 Male 1 104 Completed 20-24 Male 1 104 Completed 45-64 Male 1 Demographic Data  Summaries, Pivots and Statistics  AttributePivoter • Summarize by ZONE • Create columns for Gender/Age • Create a Count Statistic
  • 16. Larger Datasets  More Pivots and Statistics  Create subsets of large datasets  Reformatting attribute values  XLS Templates for charts Excel data sizes or performance may restrict automation tasks for larger datasets Date reformat: 01-DEC-2011 20:22:27 to 20111206
  • 17. Poll: Which Excel workflows would you like to automate? #fmewebinar
  • 18. Automation  FME Server or FME Cloud FME Server FME Cloud
  • 19. New to FME?  Visit our Getting Started Page: www.safe.com/fme/getting-started  Attend a weekly FME Overview webinar: safe.com/WeeklyIntro #fmewebinar
  • 20. Save the Date Webinar: Maximize the Value of Raster Data Using FME (October 2) FME World Tour 2014 (April – June 2014) FME International User Conference 2014 (20th Anniversary Celebration) • June 10 – 13, 2014 in Vancouver, Canada Recorded Webinars www.safe.com/webinars
  • 21. Free FME Training Learn More: www.safe.com/training #fmewebinar Online Courses - Live & Hands-On  September 18: FME and KML (Advanced)  September 24-25: FME Desktop Tutorials & Recorded Courses
  • 24. Thank You!  Sales  info@safe.com  Support  www.safe.com/support  (604) 501-9985 ext. 278  Mark Stoakes  Mark.Stoakes@safe.com  Iris Gutowski  Iris.Gutowski@safe.com Dale Lutz  Dale.Lutz@safe.com This webinar is being recorded #fmewebinar

Editor's Notes

  1. Points to make;Reading excel is easyCreating a workspace is easyIt’s easy to restructure the data to suit your requirements…
  2. New excel reader/writer does not require Excel to be install. Available in 32 & 64 bit FME. Also available on LINUX (and soon the MAC)
  3. Formatting:FormattingXLScells.fmw
  4. Demos included with this slide set
  5. Points to be made:Reading named rangesReading different tables from the same worksheetMerging data in interesting ways – full SQL Output to XLS or to “spatial data” – i.e. KML
  6. XLS&SpatialData v01.fmwPoints to make:Convert X/Y to point dataMake spatial interactions with other spatial dataOutput to XLS or to a spatial format John Snow the first GIS and epidemiologist for the 1849 London Cholera epidemic – at the same time as Joseph Bazagette could have used a GIS to help him build the London Sewer system after the “Great Stink” of 1858 .Of course the cholera and sewers were related – but at the time they tought it was the sting (miasma) that was the cause of cholera rather than a bacteria carried in the sewage polluted water
  7. Census data import & Pivot v01.fmwAttributePivoterLook at the parametersUsing a XLS template for outputSchema mapping may be tricky for more complex pivots
  8. Points to make;Excel has size limits – depending on 64 or 32 bit OS and version of ExcelFME can summarize or split larger datasets or thin (query)Using an XLS template for chartsAlso we should talk about reformatting data – i.e. split string, reformat dates… TestFilter for redirecting data[DynamicPivot v01.fmw is a simple version of ChartTemplate v02.fmw]32 bit 15m/8m cell read/write limit
  9. Points to make:Publish a workflow to FME ServerUpload or automatically generate reports
  10. Update
  11. Option 2 - Don’t use until September(first 2 links are currently being created)
  12. Option 2