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Create a map

In this lesson, you'll create a map using an Excel spreadsheet, so that you can quickly visualize the salon data. You'll start by plotting salon locations on the map and styling these points according to revenue so you can easily see how each salon is doing. Next, you'll add a layer to the map to show the locations of potential new customers whose contact information you collected at the Women's Show. Finally, you'll configure pop-ups to display detailed information about each feature on the map.

Map business locations

To begin, you'll create a map from a spreadsheet of salon data. Then you'll modify the salon symbols to style them according to revenue.

  1. Download the Excel spreadsheet salonCustomersOttawaArea.xlsx.
  2. Open the spreadsheet in Microsoft Excel.

    The spreadsheet contains two tabs—one for each worksheet. The salons tab has information about the salons, and the new customers tab has all the contact information that you collected at the Women's Show.

  3. If necessary, click the salons tab to make it the active worksheet.

    Each salon location has its own row that contains fields for the salon name, manager's name, salon address, city, province, and phone number, as well as the salon's revenue and profits for the current year. To add data to a map, it must contain at least one location-based attribute, such as address data or longitude and latitude values. You'll use the address fields to plot the salon locations on the map.

  4. On the Excel ribbon, click the ArcGIS Maps tab to display the ArcGIS Maps tools.
    Note:

    If you don't see this tab, download ArcGIS Maps for Office. If you've already installed ArcGIS Maps for Office, see About ArcGIS Maps for Office or Frequently asked questions for a possible solution.

    ArcGIS Maps tab

    Before you can use the tools, you must first sign in to an ArcGIS organizational account (or a Portal for ArcGIS instance).

  5. Click Sign In and sign in to your ArcGIS organizational account.
    Note:

    If you don't have an organizational account, you can sign up for a free trial.

    Now that you're signed in, the Add Map tool is available.

    The other tools in the Map group are unavailable until you create at least one map. With these tools, you can find, arrange, and synchronize maps in your worksheet.

  6. In Excel, click the salons tab and place your cursor in the range of cells that contain salon data.
  7. On the Excel ribbon, on the ArcGIS Maps tab, click Add Map.

    Add Map button

    The Add data from Excel wizard opens, showing the default customers dataset.

    ArcGIS Maps for Office looks for Excel tables in the workbook and suggests map contents and styling options according to the current dataset. Because the salon data isn't formatted as an Excel table, we'll have to specify the data to use to create the map layer.

  8. Click Advanced data format.

    Add data from Excel

    ArcGIS Maps for Office provides three ways of adding data from Excel: from a table, a cell range, or a named range. The salon information is provided as a range of cells in the spreadsheet. Notice that the first row in the salons spreadsheet contains headers for the columns. You want to preserve these as attribute field names, which will help you style the map later.

    Note:

    ArcGIS Maps for Office restricts the number of features you can add to a map at one time. You can add a maximum of 15,000 polygons, 15,000 lines, or 50,000 points to a layer. For more information, see Data import and format considerations in the online help.

  9. Click Cell range.

    Data format cell range

  10. Click Select range.

    The Select the range to plot on the map window appears.

    Note:

    If you don't see this window, it may have opened behind your Excel window. Click the application in the task bar to bring this window to the front.

  11. In the salons worksheet, select the range of cells from cell A1 to H6.
    Tip:

    Click the first cell in the range, and press the Shift key while you click the last cell in the range.

    Selected range of cells

    The selected cells are surrounded by a dashed box and the cell range appears under Select Range.

  12. Click OK.

    Cell range specified in data format pane

    The selected cell range appears in the Data format pane.

  13. Check the First row contains headers box and click Close to close the advanced data format pane.

    Next, you'll specify the mapping options and confirm the location information for the salons.

  14. For Location Type, choose Address if necessary.

    This field indicates the type of location-based data that you're providing, such as street addresses or latitude/longitude coordinates. In this case, the selected cells contain address data. When you create a layer from addresses, corresponding locations are determined using the default locator set by your organization's administrator.

    Note:

    Geocoding addresses uses ArcGIS service credits. To learn more, see Understand credits.

    Several of the mapping options are automatically selected depending on the default settings of your ArcGIS organization and the data in your spreadsheet. However, you must still confirm that the location information is appropriate for your map. For example, the salons are located in Canada. If the default country for your account is United States, you must choose the correct country (Canada) to ensure that your map displays the features properly.

  15. Click Match columns with location type.

    Match columns with location type

  16. From the Choose a country drop-down menu, choose Canada.
  17. Click Several columns and verify that the location fields were mapped correctly to the corresponding columns in your spreadsheet.

    Country and Several columns options

    Note:

    The salons spreadsheet doesn't have a column with values for Postal or Country Code. The None value for these columns is okay because the software has enough location information to properly map the salons without these values.

  18. Click Close to close the Match columns with location pane.

    Next, you'll choose a style for visualizing this data in the map. ArcGIS Maps for Office provides many options for styling the data that you use to create a layer. The values in the Map style by column menu correspond to the column headers in your data. You choose a column to determine which attribute the symbols should represent. In this case, you want to visually compare the revenue of salons in Ottawa.

  19. For Map style by column, choose Revenue.

    When you choose the column, the style that is typically most suitable for the data is selected by default and indicated by a check mark. You'll apply a style that symbolizes features with graduated circles, which are useful for comparing records on the map. (For more information about the other styles, see Choose a layer theme.)

  20. In the list of suggested styles, confirm that the Counts and amounts (size) style is selected and click Add data.

    Style by Revenue column using Counts and amounts (size)

    A confirmation window appears that summarizes your options. You're creating a map layer using address values from data range $A$1:$H$6. The layer will be styled using graduated circles for which the symbol size will vary respective to values in the Revenue column. Click the Show credits button to view the estimated number of service credits you'll use to create this layer.

    Add data summary

  21. In the Add data summary window, click Add data to create the map.

    Map with styled salon locations

    The Map window updates, showing a map of the Ottawa, Canada area. The map displays the salon locations styled according to revenue. The graduated circles give you a sense of how salon revenue is distributed in the region. You can use the Layer style pane on the left to refine the symbols, but you'll accept the default.

    The layer card appears over the left side of the map.

    The map layer that contains the salons is named according to the cell range that you chose in the worksheet. You'll provide a more meaningful layer name here.

  22. Hover over the right side of the layer card to display the layer tools and click the Layer settings button.

    Layer settings pane

  23. Click the Edit button so you can modify the layer name text. Type salons and press Enter.
  24. Close the layer settings pane.
  25. If you don't see five green symbols on the map, resize the Map window and drag the map to pan across until you see all the features on the layer.
    Tip:

    You can also zoom the map using the navigation tools in the corner.

    Map window with Orleans salon circled in black and navigation tools highlighted in green

    It's immediately apparent that the salon in Orleans (to the northeast) is generating the lowest revenue of the five locations. This is the newest salon—the one for which you want to send promotional packages to potential new customers.

    The Map window contains a ribbon of tools for working with the map and data; you'll use some of these throughout this lesson. The map also includes a set of tools that you can use to search for places of interest, select features on the map, and change the basemap.

    The salons layer displays over a basemap, which provides context for your locations. In an ArcGIS organization, the administrator chooses the default basemap, but you can change it for your map. You want to draw attention to the data that you're adding to the map, so you'll choose a simple basemap.

  26. In the map toolbar, click the Change basemap button.

    Change basemap button

    The basemap gallery opens.

  27. Click Dark Gray Canvas.
    Note:

    Your organization may use different basemaps, depending on how your administrator has configured it. If you don't see Dark Gray Canvas, choose another simple basemap that provides enough contrast with the salons layer. If your map already uses this basemap, close the Basemap pane.

    Dark Grey Canvas basemap

    The dark gray canvas basemap is used to minimize background distraction.

    Map of salons with dark gray basemap

  28. Close the basemap gallery.

    Now that you've located your salons on a map and chosen a neutral basemap, you're ready to add the potential new customers to the map.

Map customer addresses

Next, you'll add a layer to the map that shows the locations of the potential new customers who provided their contact information at the Women's Show. Eventually, you'll add demographic information from ArcGIS to enrich the customer data, so your data should be in the format of a Microsoft Excel table.

  1. Click the new customers tab to make it the active worksheet.

    The customer information is contained in an Excel table. This format simplifies data enrichment, which will add a column to the table, automatically updating the map. (You'll see this behavior in the next lesson when you enrich the data.) When you add a layer to the map from a table, new rows or columns that get added later are automatically included in the map. When you add a layer to the map from a range of cells, as you did in the previous section, adding rows or columns will not update the map.

  2. In the Map window, on the ribbon, click Excel data.

    Excel data

    Note:

    If you minimized the Map window earlier, click the ArcGIS Maps tab, click Go to Map, and choose the map to open it.

  3. In the Add data from Excel window, for Location Type, verify that Address is selected.

    As before, you'll confirm that the location information is appropriate for your map.

  4. Click Match columns with location type.

    Confirm location columns

  5. From the Choose a country drop-down menu, choose Canada.
  6. Click Several columns and verify that the location fields were mapped correctly to the corresponding columns in your spreadsheet.
  7. Close the Match columns with location pane.

    You only want to show the customer's proximity to a salon, so you'll style the layer by location only.

  8. For Map style by column, choose <None> if necessary. In the list of suggested styles, verify that Location (single symbol) is selected.

    Style using Location (single symbol)

    In this style, all features in the layer are drawn with the same symbol.

  9. Click Add data. Confirm the map options and that you have enough credits for the operation. (Adding this data requires approximately 15 service credits.) Click Add data to add the layer to the map.

    The map updates, showing all the locations of the new customers from your spreadsheet.

    Now you'll change the default symbol style.

  10. On the customers layer card, hover over the right side of the card to display the layer tools. Click Layer settings and choose Layer style.

    Layer settings pane with Layer style selected

  11. In the Layer style pane, expand the Symbol style section.

    The pane shows basic options to change the shape, color, and size of the symbol.

  12. Click Advanced.

    Basic symbol styles

    The pane shows options to change the shape and size of the symbol, as well as its fill and outline colors.

  13. Confirm that the symbol category is set to Shapes and choose the blue circle. Set the symbol size to 15 pixels (px).

    Shape symbol settings

    The symbol on the map changes automatically. To go back to the original symbol style, click the Revert button.

  14. Click Close to close the layer settings pane.

    You can also click Back to layer options to close the layer style pane and continue working with the other layer options. In this case, you don't need to keep the layer settings pane open.

    Layers are drawn on the map in the order in which they were generated. The symbols for the customers layer obscure the symbols for the salons layer, so you'll move the salons layer above the customers layer.

  15. On the salons layer card, hover over the right side of the card to display the layer tools and click the Move layer up button.

    Move layer up button on the layer card

    The salons layer moves above the customers layer. On the map, the green salon symbols appear on top of the blue customer symbols.

  16. Hover over the customers layer card and click the Zoom to layer button.

    The map zooms to the full extent of the selected layer, so you can see all its features.

  17. On the map toolbar, click Hide layers to hide the layer cards.

    Map of potential customers and salon locations

    Now you can see the distribution of potential customers that surround each salon location. For now, your analysis will focus on identifying customers closest to the Orleans salon—the smallest green circle on the map.

Configure pop-ups

Now you'll configure pop-ups for the customers layer. Pop-ups appear when you click a feature on the map; they contain descriptive information about the features in each layer on the map. The attribute information that displays in a pop-up comes from the columns and rows in your data.

  1. Click a customer location on the map to open its pop-up.

    Pop-up for customer location

    The basic configuration of a pop-up is just what you see: a list of fields and values associated with a layer. The information should be familiar to you because it comes from the table.

    Tip:

    In this example, the pop-up title bar shows "1 of 2." When you open a pop-up, you also access pop-ups for other features at or near the same location. (These may be in the same layer or different layers.) Click the white arrow in the title bar to see the other pop-ups.

    You can change the way this information is presented in pop-ups on this layer. You'll add a header and specify which attributes to display.

  2. On the pop-up window, click the Pop-up settings button to display the pop-up configuration options for this layer.

    Pop-up settings button

    Tip:

    You can also access the pop-up settings from the layer options pane.

  3. In the Pop-up settings pane, ensure that pop-ups are enabled. Move the toggle button to the right if pop-ups are not already enabled.
  4. For Header, choose Name.

    Now you'll specify which attributes to include in the pop-up. Because you're using the Name field as the header, you don't need this information to be repeated in the pop-up. Also, it's unnecessary to show the city and province names, which are the same for each location. The basemap labels tell anyone using the map that this is Ottawa, Ontario.

  5. Uncheck the boxes next to Name, City, and Province.

    A field has both a name and an alias. An alias is a display name that replaces the field name in the pop-up. By default, the alias and field names match, but you can change the alias to something more informative or familiar.

  6. Hover over the Address row and click the Edit button. Type Home Address.

    Pop-up settings pane

  7. Click OK.
  8. On the map, click a customer feature near the Orleans salon to view the updated pop-up.

    The pop-up also contains several tools that allow you to work with the selected feature.

  9. In the pop-up, click the Zoom to button.

    Updated pop-up with Zoom to highlighted in green

    The map zooms to the selected feature.

  10. Drag the pop-up window to a different location so that you can see the map behind it.

    To learn more about the other tools, see Display pop-ups.

  11. Close the pop-up.
  12. On the map toolbar, click the Show layers button to display the layer cards.
  13. On the salons layer card, hover over the right side of the card to display the layer tools and click the Zoom to layer button.

    The map zooms to the full extent of the selected layer so all its features display in the map window.

  14. In Excel, click Save.

In this lesson, you created a map that compares salon revenue and shows potential new customers and their proximity to the various salon locations. You also configured pop-ups so you can view detailed information about each customer. In the next lesson, you'll analyze the data to identify potential customers for the new salon.