{"id":182551,"date":"2012-10-08T18:06:32","date_gmt":"2012-10-08T18:06:32","guid":{"rendered":"http:\/\/www.esri.com\/arcgis-blog\/?post_type=blog&#038;p=182551"},"modified":"2018-12-18T10:28:08","modified_gmt":"2018-12-18T18:28:08","slug":"excel-tips-for-arcgis-online","status":"publish","type":"blog","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/arcgis-online\/data-management\/excel-tips-for-arcgis-online","title":{"rendered":"Excel Tips for ArcGIS Online"},"author":7641,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":""},"categories":[23851],"tags":[29641,25901,26911],"industry":[],"product":[36751,36551],"class_list":["post-182551","blog","type-blog","status-publish","format-standard","hentry","category-data-management","tag-csv","tag-excel","tag-spreadsheets","product-esri-maps-office","product-arcgis-online"],"acf":{"short_description":"This post contains some useful tips for getting the most out of your data using Excel.","flexible_content":[{"acf_fc_layout":"content","content":"<p>(<em>Contributed by: Owen Evans, Esri Federal team solutions engineer)<\/em><\/p>\n<p>Microsoft Excel is a useful application for reviewing and manipulating data and it can also save spreadsheets as CSV or TXT files that can be published as maps on ArcGIS Online.\u00a0 This post contains some useful tips for getting the most out of your data using Excel.<\/p>\n<h2><strong>Formatting<\/strong><\/h2>\n<p>CSVs and TXT files are very simple formats, which mean much of the formatting supported in Excel spreadsheets is lost when you save data as one of these simple file types.\u00a0 For example, none of the field formatting is preserved such as numeric, currency, or text field formatting.\u00a0 So if you are publishing to ArcGIS Online there is no need to apply this type of formatting since it won\u2019t have any effect in the mapping process.\u00a0 The next few tips relate to other formatting concerns.<\/p>\n<p><strong>Header Rows<\/strong><br \/>\nTo map a spreadsheet it must have just one row of column names in the first row, and the data should start directly below that in the second row.\u00a0 The contents of the first row will be used as the names for the fields in your layer.\u00a0 Any blank lines, titles, or header information must be removed before the spreadsheet is saved as a CSV\/TXT.\u00a0 Also, each column must have its own field name, so any field names that span two or more columns should be replaced with names for each field.<\/p>\n<p><strong>Special Characters<\/strong><br \/>\nIf your data contains special characters such as those in other languages like Japanese, Arabic, or Greek or other special characters like smart quotes (i.e., curvy quotation marks) you will need to either remove these characters or save your file as Unicode text for it to be interpreted correctly by ArcGIS Online.\u00a0 If you often deal with data that contains these characters, it may be useful to simply get into the habit of saving all spreadsheets as Unicode text files.<\/p>\n<p><a href=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-21546\" src=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-1-300x148.jpg\" alt=\"\" width=\"300\" height=\"148\" \/><\/a><\/p>\n<p><strong>Spaces in Field Names<\/strong><br \/>\nWhen you save a spreadsheet as a CSV a special situation may occur if you have more spaces in your field names than the number of field separators.\u00a0 This is somewhat rare, but if your spreadsheet fits this description you\u2019ll need to remove some of the spaces in the field names and try publishing it again.<\/p>\n<p><strong>Formulas<\/strong><br \/>\nSpreadsheet manipulation involves using formulas to move data or calculate cells in order to get the spreadsheet in the form you need.\u00a0 When you save your spreadsheet as a CSV or TXT the formulas will be lost (just like the formatting), so if you need to recreate your work or share your methodology, be sure to keep a copy of the original Excel file.<\/p>\n<h2><strong>Data organization<\/strong><\/h2>\n<p>Often when you download or receive a spreadsheet of information, the data is not arranged in a way that is easily mapped and you\u2019ll need to do some work to make it usable.\u00a0 Or it may be raw data that you need to process or aggregate to visualize the data in the way you want.\u00a0 For example, you may need to perform some mathematical operations on several columns of data to combine them, or you may need to reorganize your data so that each row in the table represents a geographic feature.\u00a0 These next few tips relate to how data is arranged and organized in your spreadsheet.<\/p>\n<p><strong>Addresses<\/strong><br \/>\nSince the summer of 2012, ArcGIS Online has supported single-line geocoding.\u00a0 This means that address components (address, city, state, ZIP code) can all be stored the same field or they can be in separate fields.\u00a0 Also, neither the order or the components nor the case make a difference in the geocoding process, so there\u2019s typically no need to do any reformatting of address information like there might have been in the past.<\/p>\n<p><strong>Paste and Transpose<\/strong><br \/>\n<a href=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-21.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-thumbnail wp-image-21548\" src=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-21-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" \/><\/a>When mapping spreadsheets you always need your geographies represented by the rows in your table (e.g., each state\u2019s information in its own row).\u00a0 A special function of the paste tool called Transpose is useful when your spreadsheet is organized in the opposite way you need it.\u00a0 For example, if you have state names across the top and your attributes organized in rows, you can use Paste and Transpose to flip your spreadsheet so that the rows become the columns and vice versa.<\/p>\n<p>Just copy your entire table, switch to a new tab, and then Select Paste &gt; Transpose (click the small arrow below Paste and then the Transpose icon).<\/p>\n<p><a href=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-3.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-21549\" src=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-3-300x114.jpg\" alt=\"\" width=\"300\" height=\"114\" \/><\/a><\/p>\n<p><strong>PivotTables<\/strong><br \/>\nPivotTables are very useful for aggregating, summarizing, or reorganizing your data.\u00a0 They provide an interactive, dynamic way of working with your data.\u00a0 For example, if you had several columns of data for each county in the US that you wanted to add together for your map you could use a PivotTable to do that.\u00a0 A further discussion or tutorial on PivotTables is beyond the scope of this post, but we\u2019d encourage you to become familiar with this useful tool that Excel offers as it will enhance your data processing workflow for producing web maps.<\/p>\n<p><a href=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-21550\" src=\"http:\/\/blogs.esri.com\/esri\/arcgis\/files\/2012\/10\/excel-4-300x136.jpg\" alt=\"\" width=\"300\" height=\"136\" \/><\/a><\/p>\n<h2><strong>Esri Maps for Office<\/strong><\/h2>\n<p>You can use Excel to manipulate your data and then save it as a CSV\/TXT and then publish it to ArcGIS Online, but an ArcGIS Online subscription also provides mapping tools within Excel via Esri Maps for Office.\u00a0 The Esri Maps tools enable you to publish maps directly from Excel without the need to save as a CSV or TXT file first.<\/p>\n<p>You can create and save maps inside the spreadsheet file and\/or share them to ArcGIS Online.\u00a0 If you update the data, the maps in ArcGIS Online can be updated from Excel.\u00a0\u00a0 You can also create heat maps or use grouping or clustering in your maps (note that these features are coming soon to the ArcGIS.com map viewer).\u00a0 Working from Excel you can publish and register a web map and its individual layers at the same time, and Esri Maps for Office even enables you to insert a screenshot or live map into a PowerPoint presentation.<\/p>\n<p>To learn more about these capabilities visit the\u00a0<a href=\"http:\/\/www.esri.com\/software\/esri-maps-for-office\">Esri Maps for Office website<\/a>.<\/p>\n<h2><strong>Go to the source<\/strong><\/h2>\n<p>Often data that ends up in a spreadsheet or CSV started its life in a database, and database systems have export tools that can generate any output you can imagine.\u00a0 If the data you are working with is produced and stored by your organization you may not have to settle for the form it happens to be in when you first get it (e.g., the form in which it\u2019s shared on your public website).\u00a0 Talk to your DBA (database administrator) and ask him or her to export a CSV with the data arranged in the way that you want so that it can be mapped without any additional manipulation.<\/p>\n<p>Database reports can summarize or combine information, generate new fields that are mathematical combinations of other fields, and utilize many other data processing functions.\u00a0 If the data you are working with changes, just request that the DBA save the report definition so that it can be run again when you need an updated CSV to map.\u00a0 Not everyone is or wants to be an Excel ninja, so be sure to utilize the resources in your organization where it makes sense.<\/p>\n<h2>Summary<\/h2>\n<p>For more information about mapping text files check out the\u00a0<a href=\"http:\/\/resources.arcgis.com\/en\/help\/arcgisonline\/\">ArcGIS Online help<\/a>, especially the topic\u00a0<a href=\"http:\/\/resources.arcgis.com\/en\/help\/arcgisonline\/#\/About_CSV_TXT_and_GPX_files\/010q0000008v000000\/\">About CSV, TXT, and GPX files<\/a>.<\/p>\n"}],"authors":[{"ID":7641,"user_firstname":"Bernie","user_lastname":"Szukalski","nickname":"Bern Szukalski","user_nicename":"bszukalski","display_name":"Bern Szukalski","user_email":"bszukalski@esri.com","user_url":"","user_registered":"2018-03-26 17:55:14","user_description":"I am a corporate technology evangelist and geo advocate at Esri, focusing on ways to broaden access to geographic information and helping customers succeed with ArcGIS. \r\n\r\nOn a good day I'm making a map, on a great day I'm on one. Email bszukalski@esri.com or connect on LinkedIn (https:\/\/www.linkedin.com\/in\/bernszukalski\/).","user_avatar":"<img data-del=\"avatar\" src='https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2026\/02\/bern04-465x465.png' class='avatar pp-user-avatar avatar-96 photo ' height='96' width='96'\/>"}],"related_articles":"","card_image":false,"wide_image":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v25.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Excel Tips for ArcGIS Online<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.esri.com\/arcgis-blog\/products\/arcgis-online\/data-management\/excel-tips-for-arcgis-online\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Excel Tips for ArcGIS Online\" 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On a good day I'm making a map, on a great day I'm on one. Email bszukalski@esri.com or connect on LinkedIn (https:\/\/www.linkedin.com\/in\/bernszukalski\/).","sameAs":["https:\/\/www.linkedin.com\/in\/bernszukalski\/"],"url":"https:\/\/www.esri.com\/arcgis-blog\/author\/bszukalski"}]}},"text_date":"October 8, 2012","author_name":"Bern Szukalski","author_page":"https:\/\/www.esri.com\/arcgis-blog\/author\/bszukalski","custom_image":"https:\/\/www.esri.com\/arcgis-blog\/app\/uploads\/2025\/08\/Newsroom-Keyart-Wide-1920-x-1080.jpg","primary_product":"ArcGIS Online","tag_data":[{"term_id":29641,"name":"CSV","slug":"csv","term_group":0,"term_taxonomy_id":29641,"taxonomy":"post_tag","description":"","parent":0,"count":12,"filter":"raw"},{"term_id":25901,"name":"Excel","slug":"excel","term_group":0,"term_taxonomy_id":25901,"taxonomy":"post_tag","description":"","parent":0,"count":20,"filter":"raw"},{"term_id":26911,"name":"spreadsheets","slug":"spreadsheets","term_group":0,"term_taxonomy_id":26911,"taxonomy":"post_tag","description":"","parent":0,"count":6,"filter":"raw"}],"category_data":[{"term_id":23851,"name":"Data Management","slug":"data-management","term_group":0,"term_taxonomy_id":23851,"taxonomy":"category","description":"","parent":0,"count":926,"filter":"raw"}],"product_data":[{"term_id":36751,"name":"ArcGIS for Office","slug":"esri-maps-office","term_group":0,"term_taxonomy_id":36751,"taxonomy":"product","description":"","parent":36591,"count":31,"filter":"raw"},{"term_id":36551,"name":"ArcGIS Online","slug":"arcgis-online","term_group":0,"term_taxonomy_id":36551,"taxonomy":"product","description":"","parent":0,"count":2433,"filter":"raw"}],"primary_product_link":"https:\/\/www.esri.com\/arcgis-blog\/?s=#&products=arcgis-online","_links":{"self":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/blog\/182551","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/types\/blog"}],"author":[{"embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/users\/7641"}],"replies":[{"embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/comments?post=182551"}],"version-history":[{"count":0,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/blog\/182551\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/media?parent=182551"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/categories?post=182551"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/tags?post=182551"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/industry?post=182551"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/www.esri.com\/arcgis-blog\/wp-json\/wp\/v2\/product?post=182551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}