Office 2003 XML for Power Users

340 Pages·2004·5.923 MB·English

by  Matthew MacDonald (auth.)

Office 2003 XML
for Power Users
MATTHEW MACDONALD
Office 2003 XML for Power Users
Copyright ©2004 by Matthew MacDonald
Originally published by Apress in 2004.
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ISBN 978-1-59059-264-9 ISBN 978-1-4302-0707-8 (eBook)
DOI 10.1007/978-1-4302-0707-8
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For Faria
Contents at a Glance
About the Author...............................................................................................xiii
About the Technical Reviewer......................................................................xv
Acknowledgments................................................................................................xvii
Introduction........................................................................................................xix
Chapter 1 Understanding XML...................................................................1
Chapter 2 XML Schema ................................................................................37
Chapter 3 Mapping XML in Excel ..........................................................79
Chapter 4 Mapping XML in Word ..........................................................121
Chapter 5 Exporting and Importing XML in Access ...................153
Chapter 6 WordML and SpreadsheetML ...............................................173
Chapter 7 Transforming XML .................................................................215
Chapter 8 Managing Workflow with XML Web Services...............249
Chapter 9 InfoPath ..................................................................................285
Index......................................................................................................................315
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Contents
About the Author...............................................................................................xiii
About the Technical Reviewer......................................................................xv
Acknowledgments................................................................................................xvii
Introduction........................................................................................................xix
Chapter 1 Understanding XML ............................................................1
A Brief History of XML ....................................................................................1
The XML Philosophy .............................................................................................2
XML vs. HTML ....................................................................................................4
What XML Is Not....................................................................................................5
The Rules of XML..................................................................................................7
The Document Prolog........................................................................................7
Elements and Tags..............................................................................................9
Element Contents.............................................................................................11
Element Relations ............................................................................................12
Attributes ..........................................................................................................14
Entity References..............................................................................................16
Comments.........................................................................................................17
Well-Formed XML ............................................................................................19
Types of XML Documents ..................................................................................20
Data-Centric XML ............................................................................................20
Document-Centric XML ..................................................................................23
XML Namespaces ....................................................................................................25
Namespaces and Attributes.............................................................................29
Testing Namespaces.........................................................................................30
The Promise of XML in Office 2003 ..........................................................30
Word ..................................................................................................................31
Excel ..................................................................................................................32
Access ................................................................................................................33
Visio ...................................................................................................................33
PowerPoint, Outlook, and FrontPage..............................................................34
InfoPath.............................................................................................................34
The Last Word ......................................................................................................35
vii
Contents
Chapter 2 XML Schema ............................................................................37
The Role of XML Schema ..................................................................................38
XML Schema and Other Standards.................................................................39
Testing a Schema ..............................................................................................39
Basic Schemas ......................................................................................................41
Validating with the Simple Schema ................................................................42
Simple and Complex Types ..............................................................................44
Anonymous and Named Types .......................................................................46
Groups and Sequences ....................................................................................51
Minimums, Maximums, and Lists ..................................................................54
Mixed Content Type .........................................................................................56
Attributes ..........................................................................................................58
The Any Element ..............................................................................................60
Data Types.............................................................................................................61
Numeric Data Types.........................................................................................61
String Types.......................................................................................................63
Date and Time Types ........................................................................................63
The Boolean Type .............................................................................................64
Binary Types......................................................................................................64
A Typed Schema ...............................................................................................65
Deriving Custom Data Types..........................................................................67
Restricting String Length .................................................................................68
Restricting Number Ranges.............................................................................69
Restricting Values with Enumerations............................................................70
Restricting Values with Patterns ......................................................................70
Schemas and Namespaces ..................................................................................72
Locating Schemas................................................................................................74
The Last Word ......................................................................................................77
Chapter 3 Mapping XML in Excel...................................................79
XML Lists ...............................................................................................................80
Importing and Exporting a Basic XML List ....................................................80
Editing, Refreshing, and Exporting the List....................................................83
Sorting and Filtering Lists................................................................................86
Mapping Cells to XML.......................................................................................89
Importing Complex Structures .....................................................................92
Tables and Headers ..........................................................................................92
Multitabular Data .............................................................................................96
Relational (or Nested) Data .............................................................................99
Irregular Rows.................................................................................................102
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Contents
Importing XML Documents with Schemas ..................................................102
Aggregating and Analyzing XML .................................................................107
The Total Row .................................................................................................107
Calculated Columns, Formulas, and Charts ................................................108
Data Mining.........................................................................................................112
Retrofitting Existing Templates .....................................................................113
Getting the Data in Visual Basic 6 .................................................................116
The Last Word ....................................................................................................118
Chapter 4 Mapping XML in Word ...................................................121
Viewing an Ordinary XML File ...................................................................122
Mapping XML with a Schema ..........................................................................124
Managing the Schema Library ......................................................................126
Creating an XML Document with a Schema ................................................128
Saving Mapped XML ......................................................................................132
Opening Mapped XML...................................................................................134
Schema Validation..........................................................................................135
Using Schemas with Mixed Mode.................................................................138
Elements with Attributes ...............................................................................138
Using Multiple Schemas ................................................................................140
Hybrid Word XML Documents ..........................................................................143
The Memo Template Solution .......................................................................143
Placeholders and Tag View ............................................................................148
Document Protection ....................................................................................149
Gaps in the Word 2003 XML Support ............................................................151
The Last Word ....................................................................................................152
Chapter 5 Exporting and Importing XML in Access.....153
Exporting XML ....................................................................................................154
The Exported XML..........................................................................................155
The XML Schema ...........................................................................................157
The XSL Transform .........................................................................................159
Exporting Related Tables ...............................................................................160
Other Export Options.....................................................................................165
Customizing Exported XML with a Query....................................................167
Importing XML ....................................................................................................169
Programmatic Importing and Exporting ..................................................171
The Last Word ....................................................................................................172
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Contents
Chapter 6 WordML and SpreadsheetML ......................................173
The Role of WordML and SpreadsheetML ..................................................173
How the Office XML Formats Work...............................................................174
Dissecting SpreadsheetML ............................................................................176
A Simple SpreadsheetML Document............................................................177
Spreadsheets with Noncontiguous Ranges ..................................................182
Numbers and Formulas .................................................................................183
Formatted Spreadsheets ................................................................................185
Mapped Spreadsheets....................................................................................187
Dissecting WordML ...........................................................................................188
A Simple WordML Document........................................................................190
Formatted Documents...................................................................................194
Documents with Graphics.............................................................................197
Mapped Documents ......................................................................................199
Getting More Information About WordML Structures ................................201
Programming with the Office XML Formats ...........................................202
Mining Data ....................................................................................................202
Creating Documents ......................................................................................209
The Last Word ....................................................................................................213
Chapter 7 Transforming XML ...........................................................215
The XSL Standard..............................................................................................216
The Role of XSLT .............................................................................................217
XSLT Basics.........................................................................................................218
The Empty Stylesheet.....................................................................................218
Building Basic Templates...............................................................................220
Copying Node Values .....................................................................................224
Applying Templates........................................................................................226
Conditional Templates...................................................................................229
XSLT and Namespaces ...................................................................................230
Converting XML to HTML ................................................................................230
HTML and Tables ...........................................................................................233
Changing the Structure of XML.....................................................................236
XSLT with WordML and SpreadsheetML ......................................................236
Office and XSLT ..............................................................................................237
XSLT in Word ...................................................................................................241
Changing WordML to Your Custom XML .....................................................246
The Last Word ....................................................................................................248
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Contents
Chapter 8 Managing Workflow with XML Web Services....249
An Overview of the Expense Report Workflow.....................................250
Installing the Prerequisites ...................................................................254
Internet Information Services .......................................................................255
.NET Framework and Web Matrix .................................................................256
The SOAP Toolkit ............................................................................................257
Building the Expense Report Workflow ..................................................258
Creating the Database....................................................................................258
Creating the Web Service Objects .................................................................262
Creating the Web Service ...............................................................................264
Exposing the Web Service ..............................................................................268
Creating the Excel VBA Macro .......................................................................271
Running a Test ................................................................................................277
Creating the Summary Web Page ..................................................................278
Other Scenarios................................................................................................283
The Last Word ....................................................................................................284
Chapter 9 InfoPath................................................................................285
An Overview of InfoPath ..............................................................................285
When to Use InfoPath ....................................................................................286
The Limits of InfoPath ...................................................................................287
Designing InfoPath Forms ............................................................................288
Creating a Form Based on a Schema ............................................................290
Filling Out the Form .......................................................................................296
Complex Forms ..............................................................................................298
Publishing Forms ...........................................................................................303
InfoPath and Web Services ..........................................................................305
Designing a Query Form................................................................................309
Designing a Data Form ..................................................................................311
Submitting an Expense Report......................................................................312
The Last Word ....................................................................................................313
Index....................................................................................................................315
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