Connect a SharePoint list to ArcGIS for SharePoint

The dynamic data feature allows you to interact with an ArcGIS for SharePoint web part through a SharePoint list.

Caution:

This feature is available only to users of ArcGIS for SharePoint.

When you add ArcGIS for SharePoint and a SharePoint list to a SharePoint page, you can connect the two web parts and interact with the map layers using the added list or lists. Once a link is established between the two web parts, you can use the SharePoint list to interact with the map by selecting records from the list and viewing the filtered features on the map.  

Note:

The SharePoint list can be independent of the layers in the ArcGIS for SharePoint map.

Set up the connections

To connect a SharePoint list to ArcGIS for SharePoint, complete the following steps:

  1. Ensure that the map is in edit mode.
  2. Sign in to ArcGIS.
  3. From the map tools, select Layers Layers.

    The Layers pane appears.

  4. Add data from SharePoint or ArcGIS.
  5. Add a SharePoint List web part.
  6. On the ArcGIS for SharePoint web part, click Edit web part Edit.

    The ArcGIS Maps pane appears.

  7. Access the Connect web parts section.

    The toggle button is turned off by default. Turn it on to activate the Add connection link. You can add up to five connections.

    Connect web parts section in the ArcGIS Maps pane

  8. Click Add connection.

    The Exact match toggle button is turned on by default.

    If you turn it off, the query results are filtered to show a fuzzy match.

  9. For Web part source, click the List to connect drop-down arrow and select a connecting list web part.
    Note:

    You can add multiple layers to the map. You can also add multiple lists from SharePoint. The List to connect drop-down menu reflects the lists that have been added.

  10. Click the Choose list column drop-down arrow and select a column name.

    The list column is connected to the selected map layer.

  11. For Map layer, click the Layer to join drop-down arrow and select a map layer name.
  12. Click Choose layer column and select a column in the map layer to connect the two web parts.
  13. Repeat steps 8 through 12 to set up multiple list-to-web part connections.
    Caution:

    You cannot duplicate connections.

  14. Optionally, click the Validate button to verify whether matching records exist.

    You can perform validation for each connection. The top 100 unique records from the columns you want to join are matched. A percentage bar appears indicating a percentage match; if there is no match, a warning message appears. You can cancel the validation process at anytime.

  15. Optionally, click Delete Delete web part to remove a connection.

Interact with the map

Select records from the list, and each selection reflects the number of matches on the map. A notification appears showing the number of matches or that no records were matched. If there are hidden layers in the Layers pane, the notification reflects that as well.

Tip:

You can filter records in the list using the column drop-down arrows. Once filters are applied, the list shows only the filtered records.

Publish and share

As an author, if you share a published ArcGIS for SharePoint page with your organization but the Connect web parts toggle button is turned off, members who have Viewer privileges can only view the page; they cannot filter SharePoint lists, view the filtered features on the map, or interact with the map using a connected list.

Members with authoring privileges can enable edit mode to turn on the Connect web parts toggle button and interact with the map using the SharePoint lists.

Select features or filter the list

When you use a selection tool in the Select features pane, only selected features on the map are highlighted; unselected features are unavailable.

When you select records from the connected SharePoint list, only the filtered features are shown on the map; unfiltered features are hidden.