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Covers:
- Single row import (for a header)
- Multi-row import (multiple data sets)
- Note push down
- data markers
- number formatting
- styles on imported data
Setting up the Template
About templates and data markers
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Adding data markers to the the template
SOMETHING ABOUT ADDING DATA MARKERS TO THE TEMPLATE FILE
BLAH BLAH SCREEN SHOT
The final template will look something like this:
[Screen shot of the final template]
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In the sample code, the completed template file is located in SimpleExpenseSummary/templates/ |
1. Start with a blank xlsx file. Save the file as template.xlsx.
2. Add some text placeholders for data markers and table headers. In the header of the worksheet, we will display the fiscal year, the company division and group. Below will be 2 tables: one to show the top 5 expenses and another to show all the expenses.
In the screen shot, Fiscal Year, Division, and Group will replaced by data markers. Top Expenses, All Expenses, Description, and Expenses are going to become table headers. The data markers for that data will go in the rows below.
[Screen shot].
3. Replace Fiscal Year, Division, and Group with data markers. These values are going to be a single row of a data set called "Header". The column names will be "FiscalYear", "Division" and "Group".
4. Next add data markers for Top Expenses and All Expenses:
- The data set name for Top Expenses will be "Top 5 Expenses" with column names "Description" and "Expenses".
- The data set name for All Expenses will be "All Expenses" with the same column names.
- Since the data source names have spaces, the data markers need to be in brackets.
[Screen shot]
We're done adding the data markers, so next we'll add some styles and formatting to the data markers.
Formatting cells with data markers
BLAH BLAH BLAH NUMBER FORMAT
{{BLAH BLAH BLAH FONT FORMATTING ON CELLS }}
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Data markers take the formatting and style properties of the cell that they are in. This means if a data marker is bold, then the value that replaces the data marker will be bold as well. |
5. In the screen shot we have made the %%=Header.FiscalYear cell font size 18, %%=Header.Division is bold, and %%=Header.Group is italic.
[Screen shot ]
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When importing multiple rows of data, ExcelWriter will insert a new row in the worksheet for each row of data, starting from the row with the data markers. Each of the new rows will take on the styles and formatting of the cells that contain the data markers. |
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6. Since 'Expenses' will be currency values, add a currency number formatting to the cells containing the Expenses data markers. This number formatting will be repeated for row of data that is inserted.
[Screen shot ]
7. Add some borders to the cells in the Top Expenses and All Expenses tables. Then format the table headers as desired. Below is a screen shot of the final image:
[Screen shot ]
We're done creating the template. Now it's time to write the code.
Writing the Code
SOMETHING ABOUT BINDROWDATA and BINDCOLUMN DATA
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