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XML for the uninitiated

Applies To: Excel 2007, Word 2007, PowerPoint 2007

You may have heard of Extensible Markup Language ﴾XML﴿, and you may have heard many
reasons why your organization should use it. But what is XML, exactly? This article explains the
basics of XML — what it is and how it works.

In this article
A brief look at mark up, markup, and tags
So what makes it XML?
A word about well‐formed data
A quick look at schemas
A quick look at transforms
A peek at XML in the Microsoft Office System

A brief look at mark up, markup, and tags

To understand XML, it helps to understand the idea of marking up data. People have created
documents for centuries, and for just as long they have marked up those documents. For
example, school teachers mark up student papers all of the time. They tell students to move
paragraphs, clarify sentences, correct misspellings, and so on. Marking up a document is how
we define the structure, meaning, and visual appearance of the information in the document.
If you have ever used the Track Changes feature in Microsoft Office Word, you have used a
computerized form of mark up.

In computing, "mark up" has also evolved into "markup." Markup is the process of using
codes called tags ﴾or sometimes tokens﴿ to define the structure, the visual appearance, and —
in the case of XML — the meaning of any data.

The HTML code for this article is a good example of computer markup at work. If you browse
through it ﴾in Microsoft Internet Explorer, right‐click the page, and then click View Source﴿,
you will see a mix of readable text and Hypertext Markup Language ﴾HTML﴿ tags, such as <p>
and <h2>. Tags in HTML and XML documents are easy to recognize because they are
surrounded by angle brackets. In the source code for this article, the HTML tags do a variety
of jobs, such as define the beginning and end of each paragraph ﴾<p> ... </p>﴿ and mark the
location of each image.

So what makes it XML?

HTML and XML documents contain data that is surrounded with tags, but that is where the
similarities between the two languages end. In HTML, the tags define the look and feel of your
data — the headlines go here, the paragraph starts there, and so on. In XML the tags define
the structure and meaning of your data — what the data is.

When you describe the structure and meaning of your data, you make it possible to reuse that
data in any number of ways. For example, if you have a block of sales data and each item in
the block is clearly identified, you can load just the items that you need into a sales report and
load other items into an accounting database. Put another way, you can use one system to
generate your data and mark it up with XML tags, and then process that data in any number
of other systems, regardless of the hardware platform or operating system. That portability is
why XML has become one of the most popular technologies for exchanging data.

Remember these facts as you proceed:

You cannot use HTML in place of XML. You can, however, wrap your XML data in HTML
tags and display it in a Web page.

HTML is limited to a predefined set of tags that all users share.

XML allows you to create any tag that you need to describe your data and the structure
of that data. For instance, say that you need to store and share information about pets.
You can create the following XML code:
 <?xml version="1.0"?> 
<CAT> 
  <NAME>Izzy</NAME> 
  <BREED>Siamese</BREED> 
  <AGE>6</AGE> 
  <ALTERED>yes</ALTERED> 
  <DECLAWED>no</DECLAWED> 
  <LICENSE>Izz138bod</LICENSE> 
  <OWNER>Colin Wilcox</OWNER> 
</CAT> 

You can see that XML tags make it possible to know exactly what kind of data that you are
looking at. For example, you know this is data about a cat, and you can easily find the cat's
name, age, and so on. The ability to create tags that define almost any data structure is what
makes XML "extensible."

But don't confuse the tags in that code sample with tags in an HTML file. For instance, if you
paste that XML structure into an HTML file and view the file in your browser, the results will
look something like this:

Izzy Siamese 6 yes no Izz138bod Colin Wilcox

The browser ignores your XML tags and displays just the data.

A word about well‐formed data

You may hear someone from your IT department mention "well‐formed" XML. A well‐formed
XML file conforms to a set of very strict rules that govern XML. If a file doesn't conform to
those rules, XML stops working. For example, in the previous code sample, every opening tag
has a closing tag, so the sample adheres to one of the rules for being well‐formed. If you
remove a tag and try to open that file in one of the Office programs, you will see an error
message, and the program will stop you from using the file.

You don't necessarily need to know the rules for creating well‐formed XML ﴾though they are
easy to understand﴿, but you do need to remember that you can share XML data among
programs and systems only if that data is well‐formed. If you can't open an XML file, chances
are that file isn't well‐formed.

XML is also platform‐independent, meaning that any program built to use XML can read and
process your XML data, regardless of the hardware or operating system. For example, with the
right XML tags, you can use a desktop program to open and work with data from a mainframe
computer. And, regardless of who creates a body of XML data, you can work with the same
data in several of the Microsoft Office 2003 and Microsoft Office Professional 2007 programs,
including Microsoft Office Access 2007, Microsoft Office Word 2007, Microsoft Office InfoPath
2007, and Microsoft Office Excel 2007. Because it is so portable, XML has become one of the
most popular technologies for exchanging data between databases and user desktops.

In addition to tagged, well‐formed data, XML systems typically use two additional
components: schemas and transforms. The following sections explain how these additional
components work.

A quick look at schemas

Don't let the term "schema" intimidate you. A schema is just an XML file that contains the
rules for what can and cannot reside in an XML data file. Schema files typically use the .xsd file
name extension, while XML data files use the .xml extension.

Schemas allow programs to validate data. They provide the framework for structuring data
and ensuring that it makes sense to the creator and any other users. For example, if a user
enters invalid data, such as text in a date field, the program can prompt the user to enter the
correct data. As long as the data in an XML file conforms to the rules in a given schema, any
program that supports XML can use that schema to read, interpret, and process the data. For
example, as shown in the following illustration, Excel can validate the <CAT> data against the
CAT schema.
Schemas can become complex, and teaching you how to create one is beyond the scope of
this article. ﴾Besides, you probably have an IT department that knows how.﴿ However, it helps
to know what schemas look like. The following schema defines the rules for the <CAT> ...
</CAT> tag set.

<xsd:element name="CAT">   
  <xsd:complexType>   
    <xsd:sequence> 
      <xsd:element name="NAME" type="xsd:string"/> 
      <xsd:element name="BREED" type="xsd:string"/> 
      <xsd:element name="AGE" type="xsd:positiveInteger"/> 
      <xsd:element name="ALTERED" type="xsd:boolean"/> 
      <xsd:element name="DECLAWED" type="xsd:boolean"/> 
      <xsd:element name="LICENSE" type="xsd:string"/> 
      <xsd:element name="OWNER" type="xsd:string"/>         
    </xsd:sequence> 
  </xsd:complexType> 
</xsd:element> 

Don't worry about understanding everything in the sample. Just keep these facts in mind:

The line items in the sample schema are called declarations. If you needed additional
information about an animal, such as its color or markings, chances are that your IT
department would add a declaration to the schema. You can change your XML system as
your business needs evolve.

Declarations provide a tremendous amount of control over the data structure. For
instance, the <xsd:sequence> declaration means that the tags, such as <NAME> and
<BREED> , have to occur in the order that they are listed above. Declarations can also
control the types of data that users can enter. For example, the schema above requires a
positive number for the cat's age, and Boolean ﴾TRUE or FALSE﴿ values for the ALTERED
and DECLAWED tags.
 When the data in an XML file conforms to the rules provided by a schema, that data is
said to be valid. The process of checking an XML data file against a schema is called
﴾logically enough﴿ validation. The big advantage to using schemas is that they can help
prevent corrupted data. They also make it easy to find corrupted data because XML stops
when it encounters a problem.

A quick look at transforms

As we mentioned earlier, XML also provides powerful ways to use or reuse data. The
mechanism for reusing data is called an Extensible Stylesheet Language Transformation ﴾XSLT﴿,
or simply, a transform.

You ﴾okay, your IT department﴿ can also use transforms to exchange data between back‐end
systems, such as databases. For instance, say that Database A stores the sales data in a table
structure that works well for the sales department. Database B stores the revenue and expense
data in a table structure that is tailored for the accounting department. Database B can use a
transform to accept data from A and write that data to the correct tables.

The combination of data file, schema, and transform constitutes a basic XML system. The
following illustration shows how such systems typically work. The data file is validated against
the schema and then rendered in any number of usable ways by a transform. In this case, the
transform deploys the data to a table in a Web page.
The following code sample shows one way to write a transform. It loads the <CAT> data into a
table on a Web page. Again, the point of the sample isn't to show you how to write a
transform, but to show you one form that a transform can take.

<?xml version="1.0"?> 
<xsl:stylesheet version="1.0">  
<TABLE> 
  <TR> 
    <TH>Name</TH> 
    <TH>Breed</TH> 
    <TH>Age</TH> 
    <TH>Altered</TH> 
    <TH>Declawed</TH>     
    <TH>License</TH> 
    <TH>Owner</TH> 
  </TR> 
  <xsl:for‐each select="CAT"> 
  <TR ALIGN="LEFT" VALIGN="TOP"> 
    <TD>
      <xsl:value‐of select="NAME"/> 
    </TD> 
    <TD>
      <xsl:value‐of select="BREED"/> 
    </TD> 
    <TD>
      <xsl:value‐of select="AGE"/> 
    </TD> 
    <TD>
      <xsl:value‐of select="ALTERED"/> 
    </TD> 
    <TD>
      <xsl:value‐of select="DECLAWED"/> 
    </TD> 
    <TD>
      <xsl:value‐of select="LICENSE"/> 
    </TD> 
    <TD>
      <xsl:value‐of select="OWNER"/> 
    </TD> 
  </TR> 
</xsl:for‐each> 
</TABLE>

This sample shows how one type of transform might look when it is coded, but remember
that you can just describe what you need from the data in plain English. For example, you can
go to your IT department and say that you need to print the sales data for particular regions
for the past two years, "and I need it to look this way." Your IT department can then write ﴾or
change﴿ a transform to do that job.

What makes all of this even more convenient is that Microsoft and a growing number of other
vendors are creating transforms for jobs of all sorts. In the future, chances are that you will be
able to download a transform that either meets your needs or that you can adjust to suit your
purpose. That means XML will cost less to use over time.

A peek at XML in the Microsoft Office System

The professional editions of Microsoft Office 2003 and 2007 Office release provide extensive
XML support.

Office Excel 2007, Office Word 2007, and Office PowerPoint 2007 use XML as their default
file formats, a change that has several advantages:

Smaller file sizes. The new format uses ZIP and other compression technologies to
reduce file size by as much as 75 percent compared to the binary formats that are used
in earlier versions of Office.

Easier information recovery and greater security. XML is human readable, so if a file
becomes damaged, you can open the file in Microsoft Notepad or another text reader
and recover at least some of your information. Also, the new files are more secure
because they cannot contain Visual Basic for Applications ﴾VBA﴿ code. If you use the
new format to create templates, any ActiveX controls and VBA macros reside in a
 separate, more secure section of the file. In addition, you can use tools, such as
Document Inspector, to remove any personal data. For more information about using
Document Inspector, see the article Remove hidden data and personal information
from Office documents.

Greater portability and flexibility. Because XML stores data in a text format instead of a
proprietary binary format, your customers can define their own schemas and use your
data in more ways, all without having to pay royalties. For more information about the
new formats, see Introduction to Open XML File Formats.

Some of the Office programs use XML in the background, and some, such as Microsoft
Office OneNote™, don't support it at all. The best way to learn how an Office program
supports XML is to start the online Help for that program and search on XML.

So far so good, but what if you have XML data with no schema? The Office programs that
support XML have their own approaches to helping you work with the data. For instance, Excel
infers a schema if you open an XML file that doesn't already have one. Excel then gives you
the option of loading this data into a read‐only file or of mapping the data into either an XML
list ﴾in Microsoft Office Excel 2003﴿ or an XML table ﴾in Office Excel 2007﴿. You can use the XML
lists and tables to sort, filter, or add calculations to the data.

Office Professional 2007 and Microsoft Office 2003 provide the same sets of XML tools. In
Office Professional 2007, you must first enable XML support, and then you start the tools from
different locations. However, after you start the tools, they work the same in Microsoft Office
2003 and Office Professional 2007.

NOTE: Microsoft Office Access 2007 enables its XML tools by default, so you can skip the first
steps if you use Access.

Enable the XML tools in Office Excel 2007

1. In Excel, click the Microsoft Office Button , and then click Excel Options.

2. Click Personalize.

3. Under Top options for working with Excel, select Show Developer tab in the Ribbon,
and then click OK.

NOTE: The Ribbon is part of the Microsoft Office Fluent user interface

Start the XML tools in Office Excel 2007

On the Developer tab, click any available command in the XML group.
Start the XML tools in Office Access 2007
1. Click the External Data tab.

2. Do one of the following:

In the Import group, click XML File.

In the Export group, click More, and then click XML File.

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