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Prepare SharePoint data

ArcGIS Maps for SharePoint allows you to add content to the ArcGIS Maps app part from several sources, including SharePoint lists in your site collection and ArcGIS Online. Before you can add data to the map, the list items must be spatially enabled (geocoded) using the ArcGIS Maps workflows. Geocoding is the process of taking data, such as an address, and converting it to a coordinate that corresponds to a location in a coordinate system.

ArcGIS Maps for SharePoint includes two workflows to help you geocode different types of data:

  • ArcGIS Maps Locate workflow
  • ArcGIS Maps Connect workflow (for SharePoint on-premises only)

The following table provides information about how to geocode different types of data.

Data sourceProcess to add to a map

SharePoint list with address data

Run the ArcGIS Maps Locate workflow. See Geocode lists containing address or place name data.

This process consumes ArcGIS service credits.

SharePoint list with place names such as U.S. city, U.S. state, and World country

Run the ArcGIS Maps Locate workflow. See Geocode lists containing address or place name data.

SharePoint list with coordinate data

These lists are considered already geocoded and can simply be added to a map. See Geocode lists containing coordinate data.

ArcGIS

No geocoding necessary. See Add data from ArcGIS.

ArcGIS Maps Locate workflow

The ArcGIS Maps Locate can geocode SharePoint lists that contain the following location types:

  • Address—In the United States, address data is comprised of street name, city, state, ZIP Code, and country. There are similar address elements in other countries. The more address elements your data contains, the more accurate your results will be. You can find a complete list of countries for which there is address coverage in the supported countries link on the World geocoding service overview page.
  • US city, State, ZIP code, World city, and Country—Cities (US city and World city) are added to the map as points. States, ZIP codes, and Countries are added to the map as polygons, which represent both the shape and the location of the place. When entering World countries, you can use the Geonames country codes as a reference for accepted spelling variations.
  • Custom location types—This feature allows you to use a hosted service from ArcGIS Online to specify a location type. For example, if your organization has its own boundaries (water districts, sales districts, zoning boundaries) shared on ArcGIS Online, you can map your spreadsheet data using those locations instead of the default location types.

The ArcGIS Maps Locate workflow requires a connection to the ArcGIS platform to access the ArcGIS World geocoding service for geocoding addresses. By default, the ArcGIS Maps Locate workflow connects to http://www.arcgis.com.

When the ArcGIS Maps Locate workflow executes on a list, it adds new columns to the list. For point items, ArcGIS Location, ShapeX, and ShapeY columns are added; for line and polygon items, an ArcGIS Location and single Shape column are added. The ShapeX and ShapeY (or Shape) fields store the geographic coordinate data for the list item. The ArcGIS Location field stores the geometry for the list item in JSON format; this can be a point, line, or polygon, and embeds an interactive map in each item's form, which allows you to view and manipulate an item's location. To remove these columns, use the List Settings page for the list.

For point features, ArcGIS Maps Location, ShapeX, and ShapeY columns added to the list

ArcGIS Maps Connect workflow

The ArcGIS Maps Connect workflow is not applicable for SharePoint Online.

Import Excel spreadsheet data

There are several best practices for importing Excel spreadsheets that will be used with ArcGIS Maps for SharePoint:

  • Your spreadsheet must be formatted as an Excel table.
  • Ensure your spreadsheet contains no blank columns or rows.
  • Ensure each column has a header (title).
  • When you use a list that was created by importing an Excel spreadsheet, be aware that SharePoint takes the first text column in your spreadsheet and sets that as the title field with a hyperlink to the original spreadsheet. The ArcGIS Maps app part does not include hyperlinked fields when adding data to the map (that is, content in the title field will not appear in pop-ups). This means that you may need to modify your default list view in SharePoint to include the appropriate fields for displaying information in pop-ups
  • Use Internet Explorer to import data from an Excel spreadsheet; Chrome and Firefox browsers do not support importing Excel data into SharePoint.
Note:

If you are new to creating and working with lists in SharePoint, see the following guides for more information: