GISconnector for Excel - User Documentation

Index

ArcGIS "GISconnector for Excel" toolbar

Description and explanation of every button for the GISconnector for Excel toolbar in ArcGIS.

Create connection

The "Create connection" button opens the connection wizard. It enables creating connections to Excel data either by exporting ArcGIS data to Excel or to establish a connection to already existing Excel data. The export can be made in the format XLSX or XLS. A connection is essential in order to use the functions of the GISconnector.

Active connection

In the dropdown menu "Active connection" you can select the connection for which you want to transfer data or send functions.

Transfer all data

Transfers attribute data of a Feature Class or Table to Excel. The transfer only applies to those columns that have been specified for transfer in

"Edit connection" respectively which the GISconnector for Excel manages for this transfer direction. If very large amounts of data need to be transferred, it is advisable to transfer only those columns in which alterations have been made (see also "Transferring data").

Edit connection

Opens the dialogue "Edit connection". This represents the most important menu of the GISconnector for Excel. To understand how the GISconnector for Excel works you should carefully read through the chapter on this dialogue.

Current layer

The dropdown menu "Current layer" represents the layer that is to be used for sending selections or definition queries to Excel. All layers which refer to the same data source (Feature Class that was submitted in the connection) are specified here. Each connection always has at least one layer belonging to it. For connections to ArcGIS tables the drop-down menu remains empty. If the same Feature Class is added twice to the Table of Contents (TOC), definition queries and selections can be created or sent separately for each layer. In this case you can choose for which layer the selection or the definition query should be sent to Excel in the drop-down menu "Current layer".

Transfer selected data

Transfer only data for the selected features to Excel. The transfer only applies to those columns that have been activated for transfer in

"Edit connection" resp. which are managed for this transfer direction by the GISconnector for Excel (see also "Transferring data").

Transfer filtered data

Transfer only the data which correspond to the definition query in the layer to Excel. The transfer only applies to those columns that have been activated for transfer in

"Edit connection" resp. which are managed for this transfer direction by the GISconnector for Excel (see also "Transferring data").

Send selection

The "Send selection" button sends the selection of a feature from the selected layer to Excel.

Important advice:

With this function you have the possibility to find all rows/features which do not exist in the other table resp. are not connected. Send a selection without selected rows. All selected rows/features in the target do not exist in resp. are not connected to the source. This works the other way around as well. Basically this means that you are able to compare your ArcGIS and Excel data with each other.

Send selection as filter

The selection of features in an ArcGIS layer is sent to Excel as a filter. The filter in Excel is created on the basis of the primary key column (default column: GCEX_ID).

Send definition query as filter

Sends the definition query of a layer as a filter to Excel. The filter in Excel is created via the primary key column ( GCEX_ID).

Remove definition query

With this button you can remove the definition query of the associated ArcGIS layer.

Switch to Excel

With this button, you can directly start the connected Excel file and activate the connected spreadsheet. If it is already open, the corresponding Excel window and spreadsheet will be activated.

Export data

Opens the "Export" dialogue. The attribute table of a Feature Class or a Table can be exported to a new Excel document or as a new spreadsheet into an existing Excel document. The export can be carried out in either XLSX or XLS format. On exporting, no connection is created.

Manage connections

The "Manage connections" menu serves to administer connections between ArcGIS Feature Classes or Tables and Excel tables. Existing connections can be edited, deleted or duplicated .

Settings

In the dialogue "Settings" you can configure the basic and the default settings of the GISconnector for Excel as required.

Help

Opens the GISconnector help. You can also use our online help.

Hint:

In the Start menu under "GI Geolabs GmbH" you can also find the manual as a PDF document.

About

Opens the GISconnector About dialogue with information regarding the version and contact information to GI Geolabs GmbH