ArcGIS for Excel has account and license requirements. Depending on your user account privileges or role type, different product functionality may be available. The following sections describe the account types, privileges, and limitations in ArcGIS for Excel.
Microsoft 365 license
Your Microsoft 365 component must be licensed through Microsoft. See Microsoft 365 Licenses for more information.
ArcGIS account
When you use ArcGIS for Excel, you are prompted to sign in. You can sign in with your ArcGIS organizational account or continue as a guest user. Guest users and ArcGIS account holders have different privileges within ArcGIS for Microsoft 365 and have access to differing levels of content and capabilities. The following describes some of these differences:
- Guest user—Most users with a licensed Microsoft 365 component can access ArcGIS for Microsoft 365 without signing in to ArcGIS. Some premium content and functions are unavailable.
- ArcGIS account—To access additional functionality in ArcGIS for Microsoft 365, sign in with your ArcGIS organizational account credentials. The functionality available is based on the ArcGIS user type and role configured by your ArcGIS organization administrator. If you do not have an ArcGIS account, you can sign up for a free trial ArcGIS Online subscription. It is assumed that the authentication method used to access your ArcGIS account has been properly configured by your ArcGIS organization administrator.
See the Organizational settings section for ArcGIS organization administrator workflows.
User types, roles, and privileges
Your ability to perform certain actions in ArcGIS for Microsoft 365 components is affected by the privileges granted to your ArcGIS organizational account. Different user types and roles have varying levels of privileges included by default. The following table shows the default user types and related available actions in ArcGIS for Excel:
| Action | Guest user | Viewer, Mobile Worker, or Contributor 1 | Creator, Professional, or Professional Plus |
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Choose basemaps | Esri default set of four basemaps |
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Plot x,y data on the map |
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Add data from SharePoint |
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Add public ArcGIS content |
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Search locations |
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Dynamic filtering |
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Edit locations |
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Map controls |
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Measure |
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Geosearch |
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Add content from your ArcGIS account |
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Print a map |
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Geocoding |
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Network (Drive time) analysis |
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Spatial filter |
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Spatial aggregation |
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Buffer analysis |
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GeoEnrichment and information cards |
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Share a map or layer |
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Add attribute table |
With the exception of Viewer. |
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Note:
For ArcGIS Enterprise, when a utility service is set up from ArcGIS Online, users may need the View content shared with organization privilege to access the service.
For more information about ArcGIS user types, roles, and privileges, refer to the ArcGIS Online documentation and ArcGIS Enterprise documentation.
1—Contributor and Professional user types were previously Editor and GIS Professional.
2—If attributes are configured
ArcGIS authentication
ArcGIS for Microsoft 365 works directly with an ArcGIS Online organization or an on-premises ArcGIS Enterprise deployment. Signing in to ArcGIS connects your Microsoft product to an ArcGIS organization and enables the full functionality of ArcGIS for Microsoft 365 features.
The authentication method used to sign in is determined by the security features set up by your organization administrator. For more information about ArcGIS authentication and to ensure that security settings are properly implemented, refer to the security documentation for ArcGIS Online or ArcGIS Enterprise.
Authentication methods
You must be an organization administrator to administer ArcGIS authentication.
ArcGIS for Microsoft 365 supports the following authentication methods for connecting to ArcGIS:
- Built-in accounts—Users provide their ArcGIS Online credentials. This results in the use of token-based authentication using OAuth 2.0.
- OpenID Connect—ArcGIS administrators can configure the ArcGIS Online sign-in page to show the OpenID Connect login. For more information, see Set up OpenID Connect logins in the ArcGIS Online help.
- Enterprise logins—Enterprise (organizational) logins are supported using Security Assertion Markup Language (SAML) 2.0. For more information about SAML, see Set up SAML logins in the ArcGIS Online help. See Configure enterprise accounts for more information about using enterprise logins with ArcGIS for Microsoft.
- IWA/PKI/LDAP/Smartcard—For more information about ArcGIS Enterprise authentication and IWA/PKI configuration, see Portal authentication configuration in the ArcGIS Enterprise help.
Organizational settings
As a system or site administrator, you are responsible for configuring ArcGIS for Excel for your organization's end users. Check the ArcGIS for Excel operational, system, and configuration settings as you manage and optimize your organization and end-user systems.