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- Open Visual Studio and create a .NET project.
- The sample code uses a web application.
- Add a reference to SoftArtisans.OfficeWriter.ExcelWriter.dll
- SoftArtisans.OfficeWriter.ExcelWriter.dll is located under Program Files > SoftArtisans > OfficeWriter > dotnet > bin
Writing the Code
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Merging template together with CopySheet
1. Include the SoftArtisans.OfficeWriter.ExcelWriter namespace in the code behind
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using SoftArtisans.OfficeWriter.ExcelWriter; |
2. Globally declare the ExcelTemplate and ExcelApplication objects. We are also using a MemoryStream to pass the application object to the template object., ExcelApplication, and Workbook objects.
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MemoryStream stream; ExcelApplication XLA; ExcelTemplate XLT; Workbook |
The next step uses CopySheet to create a JoinReports method.
Joining Reports
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MERGEDWB;
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3. Define a method that will open the two template files and merge them together with CopySheet. In this case, the method is called MergeTemplates()
.
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protected void MergeTemplates()
{
}
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4. In MergeTemplates()
, instantiate the ExcelApplication object.
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XLA = new ExcelApplication(); |
25. Open the workbook to copy into.that the worksheets will be copied into. For this example, the second template will be copied into the first template workbook.
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WorkbookMERGEDWB wbTo = XLA.Open(Page.MapPath("//templates//Part1_Financial_Template.xlsx")); |
36. Open the workbook to copy fromsecond workbook that will be merged into the first.
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Workbook wbFromwbOther = XLA.Open(Page.MapPath("//templates//Part2_Financial_Template.xlsx")); |
47. Open Copy the worksheets to copy from. These are the first sheet with a table, and the second sheet containing the data.
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Worksheet wsFrom = wbFrom[0];
Worksheet wsFromData = wbFrom[1];
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5. Call CopySheet for each worksheet. The data sheet needs to be copied first so that the references to it remain validworksheet from the second template into the first workbook. Worksheet.Name can be used to pass along the original name of the worksheet ("Percent by Quarter"). The worksheet should be copied to the end of the current worksheet collection (index 1).
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wbToMERGEDWB.Worksheets.CopySheet(wsFromDatawbOther[0], 1, "Data"); wbTo.Worksheets.CopySheet(wsFrom, 1, "Percent by Quarter"wbOther[0].Name); |
6. Instantiate the MemoryStream. ExcelTemplate opens ExcelApplication objects as streams
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stream = new MemoryStream();
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7. Finally save the joined file to a stream.
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XLA.Save(wbTo, stream);
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Data Binding
Binding Data to the Merged Template
1. Create a method to bind handle binding and process the two templates. This method takes the filename and returns the processed template objectprocessing the data import for the combined template. For this example, the method is called BindDataToMergedTemplate()
.
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private protected void BindTemplateDataBindDataToMergedTemplate() { } |
4. In the BindTemplateData method, instantiate the ExcelTemplate object2. Instantiate ExcelTemplate and open the template file with ExcelTemplate.Open(ExcelApplication, Workbook) to open directly from the pre-existing ExcelApplication instance.
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XLT = new ExcelTemplate(); |
5. Open the template files with the ExcelTemplate.Open
method. This opens the stream created in the JoinReports method
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XLT.Open(stream); |
6. Create a DataBindingProperties
object. None of the binding properties will be changed for this tutorial, but DataBindingProperties
is a required parameter in ExcelTemplate
data binding methods.
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DataBindingProperties dataProps = XLT.CreateDataBindingProperties(); |
7. Get the data for Assets, Losses, and Other.
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In the sample project, we are parsing CSV files with query results, rather than querying a live database. The CSV files are available under the data directory. There is a copy of the CSV parser, |
These calls are to a helper method GetCSVData
that parses the CSV files and returns a DataTable
with the values.
If you are following in your own project and would like to parse the CSV files as well, you will need to:
- Add a reference to
GenericParsing.dll
- Include
GeneringParsing
at the top of your code. - Add the
GetCSVData
method that can be found in the sample code.
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DataTable dtAssets = GetCSVData("//data//Assets.csv");
DataTable dtLosses = GetCSVData("//data//Losses.csv");
DataTable dtOther = GetCSVData("//data//Other.csv");
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8. Create the datasets for the header row in template 1. This will simply be ignored by template 2.
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XLA, MERGEDWB);
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3. Use the code from Part 1 and Part 2 to bind data to the template. Note that both templates used the same data set, so the calls to bind the data only need to be made once.
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If there are duplicate data markers in a workbook, ExcelWriter will import the matching data to all the data markers, across all the worksheets in the workbook. |
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//Create data binding properties for ExcelTemplate
DataBindingProperties bindingProps = XLT.CreateDataBindingProperties();
//Create the array of header values. This example only binds a single item
string[] headerValues = { "2011" };
//Create the array of header names.
string[] headerNames = { "FiscalYear" };
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9. Use ExcelTemplate.BindData
to bind the data for the Top and Details Sales data sets.
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XLT.BindData(dtAssets, "Assets", bindingProps);
XLT.BindData(dtLosses, "Losses", bindingProps);
XLT.BindData(dtOther, "Other", bindingProps);
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10. Use the ExcelTemplate.BindRowData
method to bind the header data to the data markers in the template file (i.e. %%=Header.FiscalYear
).
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//Get the datatables to be bound into the template.
//This example uses CSV data, but the data can come from
//anywhere
DataTable dtAssets = GetCSVData("//data//Assets.csv");
DataTable dtLosses = GetCSVData("//data//Losses.csv");
DataTable dtOther = GetCSVData("//data//Other.csv");
//Bind the header row data
XLT.BindRowData(headerValues, headerNames, "Header", bindingProps);
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11. Call ExcelTemplate.Process() to import all data into the file.
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XLT.Process();
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Do not save the file. In the next step the XLT object will be post processed by ExcelApplication
Post-Processing
1. The file has to be post-processed with autofit. This is also the workbook that is being copied to. Instantiate the ExcelApplication object:
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XLA = new ExcelApplication();
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2. Open the populated template file with ExcelApplication. The file will open as a Workbook object.
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Workbook wb = XLA.Open(XLT);
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3. Access the first Worksheet.
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Worksheet ws = wb.Worksheets[0];
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4. Call Area.AutoFitHeight() and Area.AutoFitWidth() to set the column and row height. AutoFitWidth sets the column width to fit the widest populated cell in the column. AutoFitHeight sets the row height to highest populated cell in the row. In this snippet, the area is Worksheet.PopulatedCells, which returns an area containing all populated cells.
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ws.PopulatedCells.AutoFitWidth();
ws.PopulatedCells.AutoFitWidth();
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5. Finally, call ExcelApplication.Save to save the final file. This example streams the file using the page response.
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XLA.Save(wb, Page.Response, "temp //Bind the datatables XLT.BindData(dtAssets, "Assets", bindingProps); XLT.BindData(dtLosses, "Losses", bindingProps); XLT.BindData(dtOther, "Other", bindingProps); //Process to import the data to the file XLT.Process(); XLT.Save(Page.Response, "Part3_Output.xlsx", false); |
Final Code
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using SoftArtisans.OfficeWriter.ExcelWriter; using GenericParsing; //See Part 1 for more information about the CSV parser ... //Declare globals MemoryStream stream; ExcelApplication XLA; ExcelTemplate XLT; Workbook MERGEDWB; //Merges the reports and binds data to the templates protected void RunReport() { //Join the two reports using CopySheet JoinReportsMergeTemplates(); //bind the data for the newly modified file BindTemplateDataBindDataToMergedTemplate(); } protected void JoinReports() { //Instantiate ExcelApplication XLA = new ExcelApplication(); //FinallyOpen postprocessthe tofirst set the auto fit values template MERGEDWB = XLA.Open(Page.MapPath("//templates//Part1_Financial_Template.xlsx")); //Open the second template Workbook wbOther = XLA.Open(Page.MapPath("//templates//Part2_Financial_Template.xlsx")); //Call CopySheet PostprocessTemplate( MERGEDWB.Worksheets.CopySheet(wbOther[0], 1, wbOther[0].Name); } protected void BindTemplateData() { XLT = new ExcelTemplate(); //Open the template file XLT.Open(streamXLA, MERGEDWB); //Create data binding properties for ExcelTemplate DataBindingProperties bindingProps = XLT.CreateDataBindingProperties(); //Get the datatables to be bound into the template. //This example uses CSV data, but the data can come from //anywhere DataTable dtAssets = GetCSVData("//data//Assets.csv"); DataTable dtLosses = GetCSVData("//data//Losses.csv"); DataTable dtOther = GetCSVData("//data//Other.csv"); //Bind the datatables XLT.BindData(dtAssets, "Assets", bindingProps); XLT.BindData(dtLosses, "Losses", bindingProps); XLT.BindData(dtOther, "Other", bindingProps); /*This section only applies to the first template. It will be ignored by the second template, since there are no markers to bind to.*/ //Create the array of header values. This example only binds a single item string[] headerValues = { "2011" }; //Create the array of header names. string[] headerNames = { "FiscalYear" }; //Bind the header row data XLT.BindRowData(headerValues, headerNames, "Header", bindingProps); //end //Process to import the data to the file XLT.Process(); } protected void JoinReports() { //Instantiate ExcelApplication XLA = new ExcelApplication(); //Open the first template Workbook wbTo = XLA.Open(Page.MapPath("//templates//Part1_Financial_Template.xlsx")); //Open the second template Workbook wbFrom = XLA.Open(Page.MapPath("//templates//Part2_Financial_Template.xlsx")); //Open the first worksheet, with the table Worksheet wsFrom = wbFrom[0]; //Open the second worksheet, with the data Worksheet wsFromData = wbFrom[1]; //Call CopySheet, making sure to copy the data sheet first wbTo.Worksheets.CopySheet(wsFromData, 1, "Data"); wbTo.Worksheets.CopySheet(wsFrom, 1, "Percent by Quarter"); //Instantiate the stream to save to stream = new MemoryStream(); //Save the stream XLA.Save(wbTo, stream); } protected void PostprocessTemplate() { //Instantiate ExcelApplication XLA = new ExcelApplication(); //Open the newly populated XLT Workbook wb = XLA.Open(XLT); //Get the first worksheet Worksheet ws = wb.Worksheets[0]; //Set autofit for the width and height //This sets all cells to the highest or widest //value present in the area ws.PopulatedCells.AutoFitWidth(); ws.PopulatedCells.AutoFitHeight(); //Open the processed file in your browser XLA.Save(wb, Page.Response, "Part3_Output.xlsx", false); } |
Downloads
You can download the code for the Financial Report here.
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