Geoenable SharePoint lists and document libraries

Note:

Some workflows may require specific privileges. For more information about user types, roles, and privileges, see the Accounts topic.

To map SharePoint lists or document libraries in ArcGIS for SharePoint, the rows in the list or library must contain x,y coordinates or Esri JSON geometry. If the SharePoint list contains addresses without coordinates or shape data, the data must be geocoded or spatially enabled. You can use the Geoenable button when selecting rows from a SharePoint list or library to run ArcGIS geocoding services directly in SharePoint or create a spatial join, which links a SharePoint list to an ArcGIS feature layer through a shared attribute.

Tip:

To use the Join geographic data functionality, ensure the ArcGIS layer contains attributes that are identical to those in the SharePoint list or library.

See Data and geocoding for more information about geocoding processes and services.

Geocode a list or library by address

To geocode a SharePoint list or document library, complete the following steps:

1. Open the SharePoint document library or list that contains address information or points of interest.
2. Select the row or rows you want to geocode.

   To select the entire list, continue without selecting any rows.

3. Click Geoenable.
   

   The Geoenable pane appears and prompts you to sign in.

4. Sign in to your ArcGIS organizational account.
5. Under Rows to geoenable, select either Entire list or Selected rows.

   Tip:

   Check the Exclude geoenabled rows check box to ensure any rows that were previously geoenabled are not repeated.

   A count of the rows available to geocode is displayed.

6. In the Geocode by address section, choose a locator from the Geolocator drop-down menu.
   
7. Optionally, choose the country in which your addresses are located from the Region drop-down menu.

   If the addresses in your list or library are located in different countries, select World from the drop-down menu.

8. Select whether your address data is in a single column or multiple columns.
9. From the drop-down menu or menus, select the corresponding address information columns.
10. Click Geoenable.

    The geocoding workflow runs and a progress window appears. In the list or library, a Geoenablement status column appears, and the column populates with either a check mark or a warning sign to indicate which rows were successfully geocoded.

11. Click Finish.

Your SharePoint list or library is geographically enabled and ready for mapping.

Join geographic data

To join items from a SharePoint list or document library to a geographic data layer, complete the following steps:

1. Open the SharePoint document library or list that contains address information or points of interest.
2. Select the row or rows you want to join.

   To select the entire list, continue without selecting any rows.

3. Click Geoenable.

   The Geoenable pane appears and prompts you to sign in.

4. Sign in to your ArcGIS organizational account.
5. Under Rows to geoenable, select either Entire list or Selected rows.

   Tip:

   Check the Exclude geoenabled rows check box to ensure any rows that were previously geoenabled are not repeated.

   A count of the rows available to join is displayed.

6. Click Join geographic data.
7. From the drop-down menu, choose an ArcGIS layer.

   Ensure that the layer from ArcGIS contains attributes that match at least one in the SharePoint list or library.

   The layer name appears in the Select geography layer to join to section and a Select fields section appears and automatically loads possible join fields.

8. In the drop-down menu below the geography layer, ensure the field you want to use as a match is selected.
9. In the drop-down menu below the documents library, ensure the field you want to use as a match is selected.

   The Estimated match accuracy progress bar updates.

10. Optionally, click Add fields to add more matching attribute fields.
    
11. When you have matched all desired attributes, click Geoenable.

    The join workflow runs and a progress window appears. In the list or library, a Geoenabling status column appears, and the column populates with either a check mark or a warning sign to indicate which rows were successfully joined.

Your SharePoint list or library is now geographically enabled and ready for mapping.