Esri Maps for Microsoft Office

Art Haddad introduces the new product, Esri Maps for Microsoft Office.

Mar 28th, 2012

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00:01I know this is the last session of the day before the big old party tonight... hopefully, everyone will hang out and hang with us for the brief half hour that we have.

00:12But because it is a half an hour, we're going to go through quite a bit of stuff...

00:18...and try to give you all the information you need to work with the beta today.

00:24This product is new at 2012. It is called Esri Maps for Office, not ArcGIS for Office. Alright?

00:35It's part of a new initiative here at Esri called location analytics...

00:39...and that location analytics initiative encompasses not only the Office product but our Esri Maps for Cognos.

00:46We have one coming out for MicroStrategy. We have the Salesforce offering as well and, of course, SharePoint.

00:54How many folks here remember our ArcGIS for SharePoint? Okay.

00:59That's also being brought into the location analytics initiative...

01:02...and over the course of 2012, it will also go through a name change to Esri Maps for SharePoint.

01:08Same product, just different name.

01:11So with that, my name's Art Haddad. I'm over at Esri; I've been there for about 17 years now.

01:19Lot of different things. This is one of the many offerings that we work on.

01:24And the new product itself, just to be very clear, this is a product that works inside of Microsoft Office.

01:31It is an Office add-in.

01:34Yes, it's true - we are adding mapping capabilities and tools to the Microsoft Office product suite.

01:40Didn't think we were going to do that now, did ya? Yes? No? Guess what? We are.

01:46Basically what we want to do is provide a very familiar experience to work with your geospatial assets.

01:53We want to provide a nondisruptive experience so the IT group will actually expand...

01:58...the offerings that our GIS teams have been working on but have always been a request system into the GIS group.

02:05Want to expand those offerings out there.

02:08Office. How many people here actually have Office on their desktop? Yeah, that's what I thought. Everyone.

02:15At some point or another, there's a lot of folks out there using Excel, using PowerPoint.

02:20I use PowerPoint here all the time. Right?

02:25So basically, that's what we're doing here, and that's what this is.

02:30Really quickly - we're expanding the Office products.

02:35And today, it's only Excel and PowerPoint. Over time it will go into the rest of the Office products.

02:41We're spatially enabling it. It's that simple.

02:44Today, Excel/PowerPoint. In the future, we'll move on to Outlook, Visio, then down the BI stack.

02:54Think reporting services, think dynamics.

02:57We're going to expand out into the Microsoft BI stack extensively, and this is our first venture into that space.

03:06Alright, so let's see it. In PowerPoint, you're always doing presentations in PowerPoint; you might have a map.

03:13But what if you can actually say, Let's go live with that map? Let's actually start working with it.

03:20Hopefully, my Internet connection is working. There it is.

03:26And in PowerPoint, I can actually start working with maps, looking at the pop-ups, everything right there.

03:32Imagine, if you will, you're doing a briefing to upper management...

03:35...and you're trying to explain why you performed the wind energy analysis...

03:39...and here's what some of the feedback is, all while you're still in PowerPoint.

03:43That's what I'm doing right here. I can hit Escape, go right back into my slide, and I can go... know, arrow down and move on into my next slide and I can keep going.

03:57How about inside of Excel? In Excel here, I have a workbook open with multiple spreadsheets.

04:05And I'll start with this one, but I'm going to show you something else here too, right?

04:10In this spreadsheet, I have a number of different things going on.

04:13I have gross domestic product information by some states around the country that NOAA is specifically interested in.

04:20I also have another table of government-awarded contracts filtered inside of Excel to North Carolina.

04:27I actually want to see this information.

04:30Now, one common thing that everyone uses Excel for is aggregation, so I'll use a Pivot table.

04:36Everyone understands the Pivot table concept? Yes? Good.

04:40So I'll quickly use a Pivot table, I'll aggregate everything up into states since it's broken down by counties...

04:45...and I'll use wages and GDP, and then I'll just quickly format this.

04:51Now, think about this for a minute. It's by state; makes total sense to show this on a map...

04:58...and then show the larger GDP values or larger wage states by a darker color...

05:03...just visually see it rather than see a bunch of numbers on a chart, right?

05:08So when we installed Esri Maps for Office, we added a new tab to the Office ribbon.

05:13This is both in PowerPoint as well as Excel.

05:16And here - let me sign in to the correct ArcGIS Online account.

05:30Okay, the Internet's just a little bit slow today.

05:35Okay? So I'm adding a map. Yeah. It's actually using the Wi-Fi, so you'll have to bear with me on this one.

05:46Let me see about disconnecting...yeah, this is not... Okay, so I'll just go with the Wi-Fi and just keep going.

05:56Alright. Now I just had the Pivot table, so I'm going to go ahead and select that cell range.

06:07So I'll select all the states there in the Pivot table.

06:10I know I'm working with place-names based on state, so I'll just go ahead and add that to the map.

06:16And you'll see here that, sure enough, it did add it to the map. Real simple.

06:23Few clicks of the mouse, I selected a range in the Pivot table, I just added it to the map.

06:27And now I can actually style this so I can see the wages...

06:31Or let's go ahead and select the GDP information based on a different grouping method and a color scheme. Let's go with that one.

06:41Now I can definitely see the larger GDP values simply, right there inside of Excel.

06:45I don't have to know anything else, right? I just want to see color-coded maps.

06:50To the non-GIS person, someone that doesn't work with maps all the time, that's a color map, right?

06:57To us, it's a thematic map, right?

07:03We can also set visible scale ranges. So instead of at the region, I want to see it down to the city level...

07:08...because over on this other spreadsheet I have government-awarded contracts by address.

07:13And because it's a table, I can use Excel to filter down all these addresses into just a specific state, in this case North Carolina.

07:21And I created a table based on that. So again, using the Add Excel option, I can say Table and I can say Addresses...

07:29...automatically it figures it out for me, and I simply say Add.

07:32So what it's doing now is using my ArcGIS Online account and batching all that information up from my spreadsheet...

07:38...using ArcGIS Online to say, oh, give me a coordinate value so I can represent it on the map.

07:44And it should come back; unfortunately, it's a little - usually quicker than that, but again, the Wi-Fi's a little slow here.

07:51And you can see that it's still performing things in the background.

07:55So what I'll do here quickly is go to it, so I can now see the information on the map...

08:00...and yes, I can even click on it and I can see pop-up information.

08:05I can even drill in to all the different things within a given tolerance of that click, including the state information underneath.

08:13Alright. But again, I want to see this using sizes. I want to see the larger contracts in a larger symbol.

08:21So, again, sizes. And again, I can use a specific symbol, I can select the attribute that I want to color-code this on...

08:28...or size this on, and again, the type of grouping I want. And I'm done.

08:35But it's still a little cluttered, so a lot of our testers that we've seen - I've gone out in the field with this on...

08:41...they say, Yeah, it's a lot of dots on top of each other. How can I clean that up? We added a quick button.

08:48If you're familiar with the SharePoint product or the Silverlight Viewer or any of the other APIs with clustering...'s now a button click. Now we have it to the point where even the animations still work.

09:00And the nice features that our dev. has provided, as I click on that...'ll actually let me scroll through all the different features on that.

09:09And yes, I can configure the pop-up to display the correct information too.

09:14Really nice, but what about my other GIS group?

09:19They're actually working out there and they're collaborating on different projects...

09:22...and they're sharing that web map up in ArcGIS Online or they're creating a map service in ArcGIS Online.

09:28I want to add that project to here too, to represent my analysis correctly.

09:34So we've added a Search tab to this as well, so I can actually search all of ArcGIS Online or just my organizational subscription.

09:43In this case, I'll go ahead and type in, oh, some estuary projects that I know that we've been working on...

09:50...and I'll filter it down to just the ones that are specifically associated to my organization.

09:56I see the one I want, I'll simply add that.

10:02It will go out there, grab the information, and draw it exactly the way it was saved or published in ArcGIS Online...

10:08...and add that to the map. Pretty straightforward.

10:12You can start seeing how this can actually work for the person that doesn't understand what it means to do GIS or do mapping.

10:20And that's what this is really targeted at.

10:22This is targeted at those individuals to extend the reach of the GIS group into the places that we really don't have reach into.

10:31And of course, if you really want to, you can take this information and you can share it back with ArcGIS Online.

10:38So a good example is this one right here, all the Excel layers.

10:43Let me just go ahead and turn off the clusters, and let me go ahead and say - I want to share this information.

10:50And we'll call it, oh... What's your name? [Audience participation] William.

10:53William? We'll call it William, so you know it's live.

10:58And I'll say, Share with everyone, so it becomes public.

11:01So you can see this icon; it's kind of animating, telling you that it's doing something in the background.

11:05So if I actually go out to Internet Explorer, and I go to, and I'll sign in to my organization.

11:32And I'll look at My Content here, you'll see that William is up there.

11:41I can actually go into the item, I can see that it is shared with everyone, and if I really want to, I can...

11:48...using the new 162 feature, I can export it back out into a shapefile or CSV and take it somewhere else if I really wanted to.

11:56Or I can simply open it up in the Viewer.

12:02It'll take me exactly to the extent and the rendered information as it was in Excel.

12:07Now, at beta, we stopped at the service level.

12:09We had to scope it down so we can get beta available by the Partner Conference and the Developer Summit.

12:15By final, that entire map will be published as well, so it'll be a web map, not just the services themselves.

12:24So now, the Excel user can share back with the rest of the organization.

12:29Let's take this a step further. I want to create a presentation.

12:33Here's that PowerPoint. Let me go down to the end here, let me go ahead and create a slide.

12:44And I know I'm working with North Carolina here, so I'll go ahead and right-click on the Pivot table.

12:51You'll notice that, the context menu, we added some additional capabilities like Go to Location and Selections.

12:57I use the selection to highlight the map. Selecting the map again, I can create yet another slide.

13:06So now I have two slides that I've created, trying to expose the analysis that I performed within Excel.

13:12I can take this a step further and use the Esri Maps tab in PowerPoint, in the ribbon, and I can say...

13:20I'm already signed in here. I can add additional map content from here. We'll size this out a little bit.

13:27I know that I have those wind energies that you saw earlier, right?

13:32I'll go ahead and search on that, filter it by my organization, and I'll select that one, open it up into this dialog.

13:39And instead of creating a static map, I want to create a dynamic map.

13:43You'll also see some other options here that we haven't exposed yet, but those will be exposed.

13:47Like creating a map key, so you'll understand exactly what's going on in there.

13:52We may take it further depending on our timeline and the beta feedback.

13:57So the beta feedback's going to be very critical to the success of this project.

14:02And of course, I can work with this image just like any other - format it, let me change it out so that it' know.

14:12It's just an image, and at this point, I can say, Run this - Let me just go all the way, all the way down.

14:21You're kind of getting a sneak peek at the rest of my slides here.

14:26You can start seeing the presentation come alive, and then here's that wind energy that I can take live, and there you go.

14:32So you kind of got a quick, whirlwind tour of what the Office product has and what is going to be available to do.

14:41We kind of stopped at Excel and PowerPoint 'cause version 1.0 is going to be our foundation release for the Office products.

14:48However, the beta that's going out right now - and right now, we have a limited beta; we only allow so many people in.

14:54And we have some more room, so it's on the Beta Community site, so if you have a need, go ahead and register...

15:00...and we'll, based on different criteria, we'll go ahead and approve you.

15:06But nonetheless, this is the kind of thing that we're talking about here.

15:09[Audience question] Is your only data source the ArcGIS Online or Portal, or can you get your own ArcGIS Server map service?

15:16Your own ArcGIS Server as long as you have the Portal on top of it.

15:18That's where we're going with this right now, yeah, the portal combination.

15:22So we're basing this on the ArcGIS Online portal API, so we have a common way of doing things regardless of the platform.

15:30However, the beta's going to drive the direction of that. We may just open it up to Server.

15:37Now, keep in mind that the product itself is installed locally, and it has certain capabilities that we can do local...

15:44...but then we're also depending on ArcGIS Online - or Server, in this case, with Portal...

15:48...for additional capabilities like geocoding, address matching, or additional place-names...

15:53...or the ability to do custom locations for the place-name lookups and things like that. Right?

15:59So, but again, beta feedback's going to drive those decisions. Esri listens to our customers.

16:08Alright, so let me just go all the way back up here again.

16:16And run it.

16:22Alright. So there we have it. Kind of got a quick view of what we can do in the Office product.

16:30That's what we have in beta right now. Okay?

16:33And, of course, there's a few other things I didn't show you on the ribbon...

16:35...but if you get into beta, you'll be able to play with those yourself.

16:40In short, again, it's an add-in. It works with the Office APIs.

16:46Today, it'll work with Office 2010; it won't work with 2007. We're focused on 2010 and beyond.

16:52We're also, believe it or not, working with the Microsoft dev. team on the next version of Office.

16:57So we're not only working with 2010, but we're also - which is version 14 in the Microsoft version information...

17:04...we're also working with Office 15, and that's coming out in the future.

17:07[Inaudible audience question]

17:08Today? Only Windows today. But as you will find with Office 15, going into the future, it'll be both Mac and Windows...

17:18...but that's a future thing. I can't say right now.

17:22Alright. So let me just drive in here a little bit more.

17:28Interactive mapping, obviously, we work with Excel data.

17:33We don't care if it's a Pivot table, a table, cell ranges; we'll work with the Excel data.

17:39If you have Office data connections back to your SQL BI stack, it's Excel data.

17:44We leverage the framework to work with that data.

17:48Point data. We can do just clusters, heat map; we can work with graduated symbols.

17:53We actually turned off the unique values; that's going to be coming in a future beta refresh...

17:59...but right now, you can do class breaks. Unique values are coming.

18:02Single symbols you can easily do.

18:04You can add and configure ArcGIS services, so if you're working with feature services... can work with those directly in here and you can also configure those.

18:13And, of course, sharing is going to be an important aspect of this as well.

18:19Now, the kinds of information we can work with? Coordinates, lat.-longs, right?

18:26We're going to also add - How many folks here believe that just lat.-long. is good...

18:31...or should we go beyond and support degrees/minutes/seconds? No one likes degrees/minutes/seconds.

18:38Excellent! One less - one off... Sentha, no more on the backlog; it's off.

18:43Alright. By the way, we have some folks that work on the Office team in the back...

18:46...Sentha, Heiko, Rich. Anyone else? Nope. Alright, good.

18:51They're also the SharePoint team, they're also part of the Silverlight Viewer team. Talented folks.

18:58Alright. Address matching.

19:00Right now, we work with the ArcGIS Online tasks, that world locator.

19:06Literally, I think over 90 countries are supported in that world locator...

19:11...another 63 that are semisupported because of the region.

19:15But if you have ArcGIS Server with Portal on it, and you have your own custom locator, you can point to that too.

19:21So we're going to go there for final release; it's not in the current beta.

19:26And then, of course, place-name lookups. Right now, we have a bunch of common geographies that we do work with.

19:31The geographies that we expose at beta are, right now, limited; however, if you have an ArcGIS Online subscription...'ll be able to see a bunch more, including subregions around the world.

19:43So the first-level administrative boundaries below country as well as cities.

19:48And then we're also working with the ArcGIS Online team right now to extend that to allow for custom...

19:56...custom places so that you can have your own sales territories defined or your own boundaries defined...

20:02...and you can support that directly either through ArcGIS Online or, again, through Server with Portal.

20:09And, again, area and points are right now what we do support.

20:12It's not just dot mapping; it's also areas.

20:16Alright, we call it styling your data. It seems to resonate really well with this community.

20:24They like it. They dig it. It's cool.

20:28Thematic rendering? Oh, that's for the geogeeks. Us, right? We get that.

20:33But we do simplify it a little bit more.

20:36We're also looking for better terminology, so if you guys have information or better ideas, we're all ears. We're all ears.

20:45The idea is easier, simple, yet powerful. We don't want complexity in here at all.

20:53In order to do a quick graduated symbol, few clicks of the mouse, you should just have it.

20:59Shouldn't have to learn all this geospeak, if you will.

21:03And that's where we're going with this.

21:06Alright. Sharing is also very important. How many folks here use Outlook?

21:11How many folks want to extend this kind of capability into Outlook as a CRM-style tool?

21:18Okay. Yeah, okay. There's a few of you.

21:22Quite honestly, that's the next most requested feature from everyone I've talked to with this, including folks in Microsoft.

21:31Outlook is a personal CRM, if you think about it. We're going to go there.

21:36Yes, we have so much more work to do, gentlemen, ladies, referring to my dev. team.

21:42They're kind of laughing at me right now - "We already got a backlog, what are you talking about?"

21:46E-mail an image. Right now, we're e-mailing an image.

21:49As soon as we can support web maps, we'll not only e-mail the image but a hyperlink that launches it directly from your e-mail.

21:56Kind of important, don't you think?

21:59Again, sharing your work with ArcGIS Online. What about using SharePoint?

22:04If you look at the BI stack from Microsoft, SharePoint's at the very top, right?

22:10You have your entire IT infrastructure - got your CRMs, ERPs, you got your, dare I say, Oracle back end, right?

22:17You got all that underneath, and then the SQL BI stack kicks in with the SQL Integration Services...

22:22...and then you've got the database engine on top of that that pulls everything together, then the analysis and reporting services.

22:28And then, of course, you've got the Office clients, which is the premier BI tool out there, right?

22:35And then on top of that, you have SharePoint - search, content management, sharing, collaboration, dashboards.

22:42Well, we're already in SharePoint, we already can work with that.

22:46We're now adding Office to the mix, and you can see us going down the stack.

22:52Alright. How many people like the PowerPoint thing? Anyone use the Explorer Online presentation tools? A few of you?

23:04One of the backlog items that we currently have for version 1 - right, Sentha? - is to open up that web map, if it has a presentation...

23:13...suck it into PowerPoint so we can do it right there inside of PowerPoint. Wouldn't that be cool?

23:18That's coming too. It's on our backlog...

23:20...but again, if the feedback requires more priority on other items, we'll shift the priority accordingly.

23:27We're very user oriented on this product, so heads-up on that.

23:34You had a question? Yeah.

23:37How about markup? You're inside of PowerPoint, you want to quickly annotate, markup's going to be important, right?

23:44That's also in our backlog.

23:47Alright, a road map. Beta 1 is now. Currently, we have a limited beta...

23:53...'cause we only have so much bandwidth given the amount of products that we're working with.

23:57So we're allowing in a hundred beta users. I currently have about 40 people in the program, and we have another 60 spots open...

24:08...and we're currently evaluating over 300 people that we have currently. So if you have a current need...

24:15If we need to go beyond that hundred, here's the trick...get a sponsor.

24:19If you're working with a regional office or you're working with an account manager or a rep...

24:23...get them to sponsor you; we'll let you in. Okay?

24:27We're going to have a beta refresh coming up, hopefully mid-May; I think that's what our target is right now.

24:33Sentha's over there laughing. Mid-May.

24:37Currently, everything we've said, we've hit our targets; we've hit our mark, which is good...

24:42...but mid-May we're going to open it up to a public beta... anyone can go ahead and download this and start working with it around mid-May time period.

24:50Version 1.0 final, we're looking at the summertime, around our User Conference; make a big splash at the UC, get up there with Jack.

24:59That'd be really cool for this product, I think.

25:02But that's pretty much our road map. Beyond that, we're looking at three-month release cycles.

25:07Every three months, we're going to have new features, new capabilities.

25:11They'll be small, focused releases just to get more stuff out there sooner rather than later.

25:16We're not going to fall into a 12- to 18-month delivery cycle on this. Okay.

25:25So I don't want to hold you up. I know it's big party going on tonight, so I just want to summarize here.

25:34This is a ready-to-use tool. In terms of extensibility, version 1.0 won't have any extensibility beyond the web map itself.

25:42This is all part of ArcGIS Online or ArcGIS Portal.

25:47We are considering what it means to go beyond that for the developer world.

25:52Do we want to allow people in or not?

25:54Again, that depends on who we're talking with and what folks in the world really want.

26:00We want to keep this as simple as possible. It's an add-in to Office.

26:04We're are going to take this further with Office 15 and have it available as part of Office 15 as well.

26:10That's coming out soon too. I can't really talk about when, but pretty soon, so we're working with that too.

26:17Right, Heiko? Rich? Mark's not here, is he? No. Okay.

26:24That's coming.

26:27Anyway, it's designed to be nondisruptive, a very familiar place for you as a user or your users are comfortable working.

26:37So that's where we're at.

26:38Again, this is part of Esri's location analytics initiative.

26:42This for Office is very ground-floor opportunity.

26:46SharePoint itself is already there; it's just we're going to change its name...

26:50...and put it back into the location analytics fold and make that even simpler to use.

26:56Add more HTML components into the SharePoint thing too to support the iPads.

27:02Who here doesn't own an iPad? Everyone else owns an iPad. My name is Art, and I'm an iOS user. Yes.

27:14Nonetheless, we've had a lot of requests to support iPad.

27:18A lot of executives are walking around with an iPad.

27:22There's also quite a few now starting to talk about Windows 8; let's support Windows 8 too.

27:27Well, good thing is, it already does. Yay!

27:30Yes, it's a Mac, but it's actually the best Windows hardware I've ever had. Well, it is.

27:38Anyway, again, we've also discovered that the IT groups are not afraid of this kind of stuff or the SharePoint stuff.

27:48Some of them are actually reticent to install something that they're not comfortable with, they're not familiar with.

27:56This breaks that mold. The GIS group can continue doing all the bang-up job they're already doing.

28:02I was thinking about other words but couldn't come up with it.

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