Microsoft ®  Office  Excel  2003 Training Using XML in Excel Peace River Distributing presents:
Course contents <ul><li>Overview: XML in Excel 2003 </li></ul><ul><li>Lesson 1: The Excel approach to XML </li></ul><ul><l...
Course contents, cont’d. <ul><li>Lesson 3: Creating XML maps with the XML Source task pane </li></ul><ul><li>Lesson 4: Und...
<ul><li>Two new tools in Excel 2003 — XML lists and the  XML Source  task pane — make it easier than ever to use XML. </li...
Course goals <ul><li>Create an XML list. </li></ul><ul><li>Create an XML map.  </li></ul><ul><li>Import and export XML dat...
Lesson 1 The Excel approach to XML
The Excel approach to XML  <ul><li>An XML map is a set of links that you create between an XML schema and the cells in a w...
Getting started using XML with Excel  <ul><li>To work with XML in Excel, you use an XML schema to create what Excel calls ...
Getting started using XML with Excel <ul><li>If you don't have a schema, don't worry. All you need is an XML data file. Ex...
XML maps, schemas, and data files  <ul><li>This illustration shows how a map links the items in a schema to cells in a wor...
Ways to create XML maps  <ul><li>Excel 2003 gives you two ways to get started with an XML map: </li></ul>Using XML in Exce...
Ways to create XML maps <ul><li>Create a map by using the XML Source task pane. </li></ul><ul><li>This is a much more powe...
Entering, saving, and exporting XML data  <ul><li>Excel automatically loads all the data from the source file into your wo...
Entering, saving, and exporting XML data <ul><li>Keep in mind that the underlying schema specifies the type of data you ca...
Entering, saving, and exporting XML data <ul><li>When you're ready to save your data, Excel gives you several choices. You...
Entering, saving, and exporting XML data Using XML in Excel Excel provides several ways to save and distribute your XML da...
Suggestions for practice <ul><li>List the ways you can create an XML map. </li></ul><ul><li>List the ways you can save XML...
Test 1, question 1 <ul><li>You create an XML map when you need to:   (Pick one answer.) </li></ul>Using XML in Excel <ul><...
Test 1, question 1: Answer <ul><li>Link cells in a worksheet with items in a schema and make use of XML data. </li></ul>Us...
Test 1, question 2 <ul><li>You must create a map before you can save a spreadsheet as an XML data file.   (Pick one answer...
Test 1, question 2: Answer <ul><li>True. </li></ul>Using XML in Excel You can create two types of maps, and the next lesso...
Lesson 2 Opening XML files as XML lists
Opening XML files as XML lists  <ul><li>XML lists are new to Excel 2003. Opening an XML data file as an XML list is a quic...
Opening files as XML lists  <ul><li>What is an XML list? </li></ul><ul><li>An XML list has the same look, feel, and featur...
Opening files as XML lists <ul><li>When do you use an XML list? </li></ul><ul><li>You open an XML data file as an XML list...
Important points about XML lists Using XML in Excel XML lists have the same look and feel as Excel lists, but they use XML...
Suggestions for practice <ul><li>Name the only real difference between XML lists and Excel lists.  </li></ul><ul><li>Descr...
Test 2, question 1 <ul><li>Excel creates an XML map for you when you open a data file as an XML list.   (Pick one answer.)...
Test 2, question 1: Answer <ul><li>True. </li></ul>Using XML in Excel Remember that Excel does all the work for you, you h...
Test 2, question 2 <ul><li>You open an XML data file as an XML list when you need to: (Pick one answer.) </li></ul>Using X...
Test 2, question 2: Answer <ul><li>Quickly browse, sort, or filter data. </li></ul>Using XML in Excel You can also add tot...
Lesson 3 Creating XML maps with the XML Source task pane
Using the XML Source task pane  <ul><li>Using the  XML Source  task pane to create a map is the most powerful and flexible...
Why create XML maps with the task pane?  <ul><li>Creating an XML map with the  XML Source  task pane takes a bit of time a...
Why create XML maps with the task pane?  Using XML in Excel Maps link the items in a schema with the cells in a worksheet....
An example of a map at work  <ul><li>Here's a common example of how you might use a map. Say that one of your customers se...
An example of a map at work <ul><li>Your shipping department appreciates the use of XML, but it uses Excel to track all or...
An example of a map at work <ul><li>In this particular case, the items in the file created with Word are mapped to specifi...
Suggestions for practice <ul><li>List a few results you can achieve by creating an XML map with the  XML Source  task pane...
Test 3, question 1 <ul><li>You export data when you need to:   (Pick one answer.) </li></ul>Using XML in Excel <ul><li>Emp...
Test 3, question 1: Answer <ul><li>Make the data available to other users or systems. </li></ul>Using XML in Excel You exp...
Test 3, question 2 <ul><li>When you first create a map, the mapped cells remain empty because:   (Pick one answer.) </li><...
Test 3, question 2: Answer <ul><li>Schemas don't contain data. </li></ul>Using XML in Excel Schemas contain rules for what...
Lesson 4 Understand the XML Source task pane
Understand the XML Source task pane  <ul><li>Now that you've had a chance to use the  XML Source  task pane, take a deeper...
The controls in the XML Source task pane  <ul><li>You can open the task pane in several ways: </li></ul>Using XML in Excel...
The controls in the XML Source task pane <ul><li>List of XML maps that you or others have added to the workbook. Use the l...
The controls in the XML Source task pane <ul><li>Set options for using the  XML Source  task pane. </li></ul><ul><li>Open ...
What do all those icons mean?  <ul><li>There are a number of icons in the  XML Source  task pane. What icons you see in th...
Icons in the elements list Using XML in Excel Icon Element type Icon Element type Parent element Repeating child element R...
Understand the task pane options Using XML in Excel Options for the  XML  Source  task pane <ul><li>Preview Data in Task P...
Understand the task pane options Using XML in Excel Options for the  XML  Source  task pane <ul><li>Automatically Merge El...
Understand the task pane options Using XML in Excel Options for the  XML  Source  task pane <ul><li>Hide Border of Inactiv...
Suggestions for practice <ul><li>Name both ways that you can open the  XML Source  task pane. </li></ul><ul><li>Describe h...
Test 4, question 1 <ul><li>This icon represents a required child element: (Pick one answer.) </li></ul>Using XML in Excel ...
Test 4, question 1: Answer <ul><li>False. </li></ul>Using XML in Excel This is a basic child element icon. (If it were req...
Test 4, question 2 <ul><li>You can add any number of XML maps to a worksheet.   (Pick one answer.) </li></ul>Using XML in ...
Test 4, question 2: Answer <ul><li>True. </li></ul>Using XML in Excel Keep in mind that adding dozens of maps can make the...
Quick Reference Card <ul><li>For a summary of the tasks covered in this course, view the  Quick Reference Card .  </li></u...
USING THIS TEMPLATE See the notes pane or view the full notes page (View menu) for detailed help on this template.
Upcoming SlideShare
Loading in …5
×

09 ms excel

864 views
792 views

Published on

Published in: Technology
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
864
On SlideShare
0
From Embeds
0
Number of Embeds
72
Actions
Shares
0
Downloads
10
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide
  • [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.] Before you begin : This course requires a basic understanding of XML (including schemas and well-formed data) as well as Excel lists. You can download these templates: for more information about XML, “Training presentation—XML: What’s it all about?” and, for more information about lists, “Training presentation: Excel 2003—How to use lists”.
  • Extensible Markup Language (XML) is now a widely accepted standard for sharing data among computer users and computer systems. New tools in Excel 2003 make it easier to work with XML. Learn how to use these tools to create XML lists and XML maps. XML lists have the same look and feel as regular Excel lists, but they take their data from XML files. XML maps are sets of links between the cells in a worksheet and the elements in an XML schema. You can import data into the map, modify it, and then save the changed data or export it for others to use.
  • Before you start using XML in Excel 2003, you need to understand the concept of XML maps, and how to go about creating one.
  • The rest of this course introduces you to XML maps, and teaches you how to create and use them. [ Note to trainer : This course doesn&apos;t assume that you already have an XML schema or a data file. If you can connect to the practice, which requires Excel 2003, it provides a workbook and a sample XML data file for you to practice with.]
  • The previous sections mentioned that you can&apos;t work with XML in Excel unless you first create an XML map. By design, a schema doesn&apos;t contain any data. So when you create a map, the cells in the map remain empty until you enter or import data into them. [ Note to trainer : Steps—given in either numbered or bulleted lists—are always shown in yellow text.]
  • The second lesson in this course shows you how to open data files as XML lists.
  • This option is how you take advantage of the power that XML can provide. The third lesson in this course shows you how to use the XML Source task pane.
  • You don&apos;t need to worry about importing or otherwise entering data when you create an XML list. Whether you enter or import data, Excel behaves normally — you can type numbers or text, press ENTER to move to an adjacent cell, and so on.
  • Excel saves the data, any formatting, and any additional objects (such as images and graphs) to the workbook file. [ Note to trainer : Steps—given in either numbered or bulleted lists—are always shown in yellow text.]
  • When you save files this way, Excel writes the data to a well-formed XML file that other XML users or systems can process. However, Excel removes any formatting and additional objects.
  • If you&apos;re already familiar with the new Excel list feature, you should feel right at home with an XML list.
  • XML lists use XML data files, while Excel lists take their data from a range of cells in a worksheet. [ Note to trainer : The figure at left depicts part of the list that you&apos;ll create in the practice session for this lesson. The practice session requires Excel 2003.]
  • For instance, you might open a file this way just to see if you&apos;re looking at the correct data, or when you&apos;re in a hurry to find some numbers or calculate a total. Keep in mind, however, that opening an XML data file as an XML list loads all the data from the file into your worksheet. That can give you a large amount of data, and it can expose sensitive data that you don&apos;t want others to see.
  • 1 st bulleted item: Excel uses every element in the schema, and you have no control over the map or the amount of data that Excel loads into your worksheet. 2 nd bulleted item: You can only save the workbook as a .xls file.
  • [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important : The practices for this course require that you have Microsoft Office Excel 2003, or that you have Microsoft Office Professional Edition 2003. You cannot complete the practices by using the version of Excel in Microsoft Office Standard Edition 2003. If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
  • Also, any changes you make can be saved to a separate XML data file that other systems and users can process.
  • 1 st bulleted item: When you export data or save as XML, you write the data to a separate XML file. In contrast, the XML list option that you explored in the previous lesson writes any changes to the workbook. 2 nd bulleted item: [The practice session, which requires Excel 2003, shows you how to refresh data by importing it.] Depending on your situation, your IT department may have already set up a system to automate that process (to refresh data by importing it).
  • The figure at left illustrates the idea.
  • The figure at left illustrates the idea.
  • Also, now that you have a map, you can reuse it. For example, as new purchase orders arrive, your system could automatically create a new workbook and attach the map to that workbook. The exact mechanics are up to you or your IT department. The key point to remember is that you can create a map once and then use it as needed.
  • [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important : The practices for this course require that you have Microsoft Office Excel 2003, or that you have Microsoft Office Professional Edition 2003. You cannot complete the practices by using the version of Excel in Microsoft Office Standard Edition 2003. If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
  • After you click Open on the File menu, in the Files of type list, select XML Files (*.xml), locate and select the desired XML file, and then click Open . Click Use the XML Source task pane , and then click OK . When you open the task pane by clicking the Use the XML Source task pane command, Excel automatically creates a new workbook for you. To show or hide the task pane, press CTRL+F1.
  • You can use any of the maps that have been added to a workbook as long as you don&apos;t try to map a cell twice. The list uses the same kind of tree structure that you see in Windows Explorer, but it uses different icons. See the next section for more information about the icons.
  • For more information about the options, see the third segment in this lesson. Use the dialog box to add, delete, and rename XML maps, just like you did in the practice session for the previous lesson (you would only have been able to do the practice session if you have Excel 2003). In other words, this option helps ensure that you or another user don&apos;t accidentally enter invalid data into a mapped cell, and then try to export that invalid data.
  • You will probably map child elements most of the time.
  • This option works only when you create a map from a data file.
  • If you were able to do the exercise in Excel, you saw this behavior when you created a map in the first segment of the previous exercise (step 5, to be precise). If you clear this option, Excel uses the names of the repeating elements as headings.
  • Using This Template This Microsoft PowerPoint ® template has training content about using Excel 2003 to create XML lists and XML maps. It&apos;s geared for you to present to a group and customize as necessary. This template&apos;s content is adapted from the Microsoft Office Online Training course “So that’s how: Using XML in Excel 2003.” Features of the template Title slide: On the very first slide, there are empty brackets over which you should type the name of your company. Or you can delete the text box altogether if you don&apos;t want this text. Animations: Custom animation effects are applied throughout. They&apos;ll play in previous versions back to Microsoft PowerPoint 2000. They include the entrance effects called Peek and Stretch . To alter them, go to the Slide Show menu, click Custom Animation , and work with the options that appear. Slide transitions: The Wipe Down transition is applied throughout the show. If you want a different one, go to the Slide Show menu, click Slide Transition , and work with the options that appear. Hyperlinks to online course: The template contains links to the online version of this training course. The links take you to the hands-on practice session for each lesson and to the Quick Reference Card that is published for this course. Please take note: You must have Excel 2003 installed to view the hands-on practice sessions. Headers and footers: The template contains a footer that has the course title. You can change or remove the footers in the Header and Footer dialog box (which opens from the View menu).
  • 09 ms excel

    1. 1. Microsoft ® Office Excel 2003 Training Using XML in Excel Peace River Distributing presents:
    2. 2. Course contents <ul><li>Overview: XML in Excel 2003 </li></ul><ul><li>Lesson 1: The Excel approach to XML </li></ul><ul><li>Lesson 2: Opening XML files as XML lists </li></ul><ul><li>(Continued on next slide.) </li></ul>Using XML in Excel
    3. 3. Course contents, cont’d. <ul><li>Lesson 3: Creating XML maps with the XML Source task pane </li></ul><ul><li>Lesson 4: Understand the XML Source task pane </li></ul>Using XML in Excel Each lesson includes a list of suggested tasks and a set of test questions.
    4. 4. <ul><li>Two new tools in Excel 2003 — XML lists and the XML Source task pane — make it easier than ever to use XML. </li></ul>Overview: XML in Excel 2003 Using XML in Excel Learn the concepts behind these new tools, and how to use them to process XML data in Excel 2003.
    5. 5. Course goals <ul><li>Create an XML list. </li></ul><ul><li>Create an XML map. </li></ul><ul><li>Import and export XML data to and from mapped data cells. </li></ul><ul><li>Use the icons, controls, and options in the XML Source task pane. </li></ul>Using XML in Excel
    6. 6. Lesson 1 The Excel approach to XML
    7. 7. The Excel approach to XML <ul><li>An XML map is a set of links that you create between an XML schema and the cells in a worksheet. </li></ul><ul><li>If you don't have an XML schema, all you need is an XML data file. Excel will infer a schema from the structure of the tags in your data file. </li></ul>Using XML in Excel When you work with XML in Excel, you use maps.
    8. 8. Getting started using XML with Excel <ul><li>To work with XML in Excel, you use an XML schema to create what Excel calls an XML map. XML maps link the cells in a worksheet to the items (also called elements) in a schema. </li></ul><ul><li>You then enter or import data into the mapped cells, work with that data, and then either save or export the data to an XML file. </li></ul>Using XML in Excel Don't try to go anywhere in XML without a map.
    9. 9. Getting started using XML with Excel <ul><li>If you don't have a schema, don't worry. All you need is an XML data file. Excel infers a schema from the structure of the tags in the file and allows you to create a map. </li></ul><ul><li>You'll see that process in detail later in this course. </li></ul>Using XML in Excel Don't try to go anywhere in XML without a map.
    10. 10. XML maps, schemas, and data files <ul><li>This illustration shows how a map links the items in a schema to cells in a worksheet. You can create a map by using any of these three sources: </li></ul>Using XML in Excel Maps link elements in a schema to cells in a worksheet. <ul><li>A separate schema file (uses the .xsd extension) </li></ul><ul><li>A schema embedded in an XML data file (uses the .xml extension) </li></ul><ul><li>An XML data file with no schema other than its own tag structure </li></ul>
    11. 11. Ways to create XML maps <ul><li>Excel 2003 gives you two ways to get started with an XML map: </li></ul>Using XML in Excel Open an XML data file as an XML list. When you use this option, Excel creates the map for you automatically, and then imports all the data from the file into the list. The XML Source task pane is the best option for putting XML to work in Excel 2003.
    12. 12. Ways to create XML maps <ul><li>Create a map by using the XML Source task pane. </li></ul><ul><li>This is a much more powerful and flexible option because you can create maps from schemas or data files. (When you create an XML list, you can only use a data file.) You can also select just the items from the schema or data file that you want to see. </li></ul>Using XML in Excel The XML Source task pane is the best option for putting XML to work in Excel 2003.
    13. 13. Entering, saving, and exporting XML data <ul><li>Excel automatically loads all the data from the source file into your worksheet for you. </li></ul><ul><li>However, when you create a map by using the XML Source task pane, you either enter data manually or import it from an existing file. </li></ul>Using XML in Excel Excel provides several ways to save and distribute your XML data.
    14. 14. Entering, saving, and exporting XML data <ul><li>Keep in mind that the underlying schema specifies the type of data you can enter into a mapped cell. </li></ul><ul><li>For example, if a schema specifies numeric values for a given cell and you enter text, Excel displays an alert. </li></ul>Using XML in Excel Excel provides several ways to save and distribute your XML data.
    15. 15. Entering, saving, and exporting XML data <ul><li>When you're ready to save your data, Excel gives you several choices. You'll use these options the most: </li></ul>Using XML in Excel Excel provides several ways to save and distribute your XML data. <ul><li>Save your data as an Excel workbook You do this by saving the file using any of the standard methods that Excel provides. </li></ul>
    16. 16. Entering, saving, and exporting XML data Using XML in Excel Excel provides several ways to save and distribute your XML data. <ul><li>Save your data as a separate XML file You do this by using the Save As command and selecting the XML Data file format. </li></ul><ul><li>Export the data Exporting is another way to create a standard XML data file. The export process also removes any formatting and objects such as images. </li></ul>
    17. 17. Suggestions for practice <ul><li>List the ways you can create an XML map. </li></ul><ul><li>List the ways you can save XML data in Excel. </li></ul>Using XML in Excel
    18. 18. Test 1, question 1 <ul><li>You create an XML map when you need to: (Pick one answer.) </li></ul>Using XML in Excel <ul><li>Enter an array function (also called a CSE function). </li></ul><ul><li>Link cells in a worksheet with items in a schema and make use of XML data. </li></ul><ul><li>Use the XML Spreadsheet file format. </li></ul>
    19. 19. Test 1, question 1: Answer <ul><li>Link cells in a worksheet with items in a schema and make use of XML data. </li></ul>Using XML in Excel And to create the map, all you need is a schema or a data file.
    20. 20. Test 1, question 2 <ul><li>You must create a map before you can save a spreadsheet as an XML data file. (Pick one answer.) </li></ul>Using XML in Excel <ul><li>True. </li></ul><ul><li>False. </li></ul>
    21. 21. Test 1, question 2: Answer <ul><li>True. </li></ul>Using XML in Excel You can create two types of maps, and the next lessons explain how.
    22. 22. Lesson 2 Opening XML files as XML lists
    23. 23. Opening XML files as XML lists <ul><li>XML lists are new to Excel 2003. Opening an XML data file as an XML list is a quick way to browse the data in that file. </li></ul><ul><li>XML lists also make it easy for you to sort and filter data and to insert common calculations, such as totals and averages. </li></ul>Using XML in Excel Find facts and answers quickly with an XML list.
    24. 24. Opening files as XML lists <ul><li>What is an XML list? </li></ul><ul><li>An XML list has the same look, feel, and features as an Excel list. You can sort, filter, and add common calculations like sums and averages to your data. </li></ul><ul><li>The only real difference between XML lists and Excel lists is the data source. </li></ul>Using XML in Excel XML lists have the same look and feel as Excel lists, but they use XML files as their data source.
    25. 25. Opening files as XML lists <ul><li>When do you use an XML list? </li></ul><ul><li>You open an XML data file as an XML list when you want to view or work with the data in that file quickly, or when the file contains a small, straightforward data structure. </li></ul>Using XML in Excel XML lists have the same look and feel as Excel lists, but they use XML files as their data source.
    26. 26. Important points about XML lists Using XML in Excel XML lists have the same look and feel as Excel lists, but they use XML files as their data source. <ul><li>You don't see the process, but Excel creates a map for you automatically when you open the data file as a list. </li></ul><ul><li>The map becomes part of the workbook, and Excel saves any changes or new data to the workbook in the standard Excel file format (.xls). </li></ul><ul><li>You can't export the data from the list, but you can import new or changed data into the list. </li></ul>
    27. 27. Suggestions for practice <ul><li>Name the only real difference between XML lists and Excel lists. </li></ul><ul><li>Describe when you would use an XML list. </li></ul><ul><li>Describe at least two important points about XML lists. </li></ul>Using XML in Excel Online practice (requires Excel 2003)
    28. 28. Test 2, question 1 <ul><li>Excel creates an XML map for you when you open a data file as an XML list. (Pick one answer.) </li></ul>Using XML in Excel <ul><li>True. </li></ul><ul><li>False. </li></ul>
    29. 29. Test 2, question 1: Answer <ul><li>True. </li></ul>Using XML in Excel Remember that Excel does all the work for you, you have no control over the map, and the map becomes part of the workbook.
    30. 30. Test 2, question 2 <ul><li>You open an XML data file as an XML list when you need to: (Pick one answer.) </li></ul>Using XML in Excel <ul><li>Apply a transform to it. </li></ul><ul><li>Quickly browse, sort, or filter data. </li></ul><ul><li>Export it for use by others. </li></ul>
    31. 31. Test 2, question 2: Answer <ul><li>Quickly browse, sort, or filter data. </li></ul>Using XML in Excel You can also add totals, averages, and other common calculations to the list.
    32. 32. Lesson 3 Creating XML maps with the XML Source task pane
    33. 33. Using the XML Source task pane <ul><li>Using the XML Source task pane to create a map is the most powerful and flexible way to use XML in Excel 2003. </li></ul><ul><li>The options in this task pane enable you to be selective about which data you view. </li></ul>Using XML in Excel The XML Source task pane is how you really put XML to work in Excel.
    34. 34. Why create XML maps with the task pane? <ul><li>Creating an XML map with the XML Source task pane takes a bit of time and effort, but the results are much more powerful. You can: </li></ul>Using XML in Excel Maps link the items in a schema with the cells in a worksheet. <ul><li>Display only the data you want to see by dragging the elements you need onto your worksheet. </li></ul>
    35. 35. Why create XML maps with the task pane? Using XML in Excel Maps link the items in a schema with the cells in a worksheet. <ul><li>Save or export the mapped data as standard XML, which means that other users or systems can process it. </li></ul><ul><li>Refresh the data in mapped cells as needed. </li></ul>
    36. 36. An example of a map at work <ul><li>Here's a common example of how you might use a map. Say that one of your customers sends purchase orders in the form of XML files created in Microsoft Office Word 2003. </li></ul>Using XML in Excel Maps can help you use XML data from any number of sources.
    37. 37. An example of a map at work <ul><li>Your shipping department appreciates the use of XML, but it uses Excel to track all orders and shipments. So, you create a map to make the data usable in Excel. </li></ul>Using XML in Excel Maps can help you use XML data from any number of sources.
    38. 38. An example of a map at work <ul><li>In this particular case, the items in the file created with Word are mapped to specific cells in a worksheet. </li></ul><ul><li>The employees in the shipping department then put the worksheets to use as needed to retrieve ordered items and track shipments. </li></ul>Using XML in Excel Maps can help you use XML data from any number of sources.
    39. 39. Suggestions for practice <ul><li>List a few results you can achieve by creating an XML map with the XML Source task pane. </li></ul><ul><li>Describe a scenario in which you might use an XML map. </li></ul>Using XML in Excel Online practice (requires Excel 2003)
    40. 40. Test 3, question 1 <ul><li>You export data when you need to: (Pick one answer.) </li></ul>Using XML in Excel <ul><li>Empty the workbook to make room for new data. </li></ul><ul><li>Make the data available to other users or systems. </li></ul><ul><li>Create tables in a relational database. </li></ul>
    41. 41. Test 3, question 1: Answer <ul><li>Make the data available to other users or systems. </li></ul>Using XML in Excel You export data to an XML file so that other systems or users can process it.
    42. 42. Test 3, question 2 <ul><li>When you first create a map, the mapped cells remain empty because: (Pick one answer.) </li></ul>Using XML in Excel <ul><li>Networks aren't engineered to provide data while you create a map. </li></ul><ul><li>Excel requires you to filter the data first. </li></ul><ul><li>Schemas don't contain data. </li></ul>
    43. 43. Test 3, question 2: Answer <ul><li>Schemas don't contain data. </li></ul>Using XML in Excel Schemas contain rules for what can and can't reside in an XML data file. That's why you have to import data into the mapped cells after you create the map.
    44. 44. Lesson 4 Understand the XML Source task pane
    45. 45. Understand the XML Source task pane <ul><li>Now that you've had a chance to use the XML Source task pane, take a deeper look at the controls it provides. </li></ul><ul><li>You’ll see what the icons in the element list mean, and how to use the various XML Source options. </li></ul>Using XML in Excel Learn the ins and outs of the XML Source task pane.
    46. 46. The controls in the XML Source task pane <ul><li>You can open the task pane in several ways: </li></ul>Using XML in Excel Controls and other elements in the XML Source task pane <ul><li>Press SHIFT + F1. </li></ul><ul><li>From the Data menu ( XML submenu, XML Source command). </li></ul><ul><li>With the Use the XML Source task pane command in the Open XML dialog box (File menu, Open command). </li></ul>
    47. 47. The controls in the XML Source task pane <ul><li>List of XML maps that you or others have added to the workbook. Use the list to select a given map. </li></ul><ul><li>Element list. A hierarchical list of the elements in an XML schema. </li></ul>Using XML in Excel Controls and other elements in the XML Source task pane Controls and elements in the XML Source task pane:
    48. 48. The controls in the XML Source task pane <ul><li>Set options for using the XML Source task pane. </li></ul><ul><li>Open the XML Maps dialog box. </li></ul><ul><li>Before you export data from mapped cells, this option validates your data against the schema used to create the map. </li></ul>Using XML in Excel Controls and other elements in the XML Source task pane
    49. 49. What do all those icons mean? <ul><li>There are a number of icons in the XML Source task pane. What icons you see in the task pane depends on the schemas that you use to create maps. </li></ul><ul><li>The following table lists and describes all of the possible icons in the XML Source task pane. </li></ul>Using XML in Excel The icons in the element list indicate the type of element you're adding to a map.
    50. 50. Icons in the elements list Using XML in Excel Icon Element type Icon Element type Parent element Repeating child element Required parent element Required repeating child element Repeating parent element Attribute Required repeating parent element Required attribute Child element Simple content in a complex structure Required child element Required simple content in a complex structure
    51. 51. Understand the task pane options Using XML in Excel Options for the XML Source task pane <ul><li>Preview Data in Task Pane When checked, displays sample data in the element list. </li></ul><ul><li>Hide Help Text in the Task Pane When checked, hides the Help text that appears below the element list in the task pane. </li></ul>To see these options, click the Options button in the XML Source task pane.
    52. 52. Understand the task pane options Using XML in Excel Options for the XML Source task pane <ul><li>Automatically Merge Elements When Mapping When checked, Excel creates an XML list when you place repeating elements next to each other on a row. </li></ul><ul><li>My Data Has Headings When checked, Excel uses the existing column headings in a worksheet when you map repeating elements. </li></ul>
    53. 53. Understand the task pane options Using XML in Excel Options for the XML Source task pane <ul><li>Hide Border of Inactive Lists When checked, this option hides the border of a list or a single-mapped cell when you select a cell outside of the list or the single-mapped cell. </li></ul>
    54. 54. Suggestions for practice <ul><li>Name both ways that you can open the XML Source task pane. </li></ul><ul><li>Describe how you can view the options for the XML Source task pane. </li></ul><ul><li>List a few of the options for the task pane, and what they do. </li></ul>Using XML in Excel
    55. 55. Test 4, question 1 <ul><li>This icon represents a required child element: (Pick one answer.) </li></ul>Using XML in Excel <ul><li>True. </li></ul><ul><li>False. </li></ul>
    56. 56. Test 4, question 1: Answer <ul><li>False. </li></ul>Using XML in Excel This is a basic child element icon. (If it were required, there would be a red star in one corner.) Chances are, you’ll map child elements more than any others.
    57. 57. Test 4, question 2 <ul><li>You can add any number of XML maps to a worksheet. (Pick one answer.) </li></ul>Using XML in Excel <ul><li>True. </li></ul><ul><li>False. </li></ul>
    58. 58. Test 4, question 2: Answer <ul><li>True. </li></ul>Using XML in Excel Keep in mind that adding dozens of maps can make the workbook hard for others to use.
    59. 59. Quick Reference Card <ul><li>For a summary of the tasks covered in this course, view the Quick Reference Card . </li></ul>Using XML in Excel
    60. 60. USING THIS TEMPLATE See the notes pane or view the full notes page (View menu) for detailed help on this template.

    ×