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Introduction

Getting Started

In this tutorial ExcelTemplate is being used to populate data and ExcelApplication is being used to format the dataapply some formatting and merge workbooks together. This part of the tutorial will make demonstrate how to use of data marker modifiers and ordinal syntax in ExcelWriter templates. 

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Setting Up the Template

Using Ordinal Syntax

Here is the starting template: Image Removed Image Added
The next few steps will demonstrate adding modifiers. This template show the process of using ordinal syntax.

ExcelTemplate normally requires the data marker for a column of data to specify the data set and the column name (e.g. %%=DataSource.ColumnName). In the event that the column name or data source name is unknown, ExcelWriter supports the use of ordinal numbering based on the data source column.

Instead of binding to to a specific column name, "%%=Assets.Q1", the column name can be replaced with ordinal syntax, "%%=Assets.#2". This denotes the second column in the 'Assets' data set. The data set name can also be replaced, "%%=#3.#2", which denotes the second column from the third data source bound to the template.

However, in this example, we will only change the column name, as shown below:

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Using Data Marker Modifiers

In addition to ordinal syntax, ExcelWriter supports data marker modifiers, which are tags that change how and what data is imported into the file. This template uses two different data marker modifiers - fieldname and optional. Modifiers are added in parentheses at the end of a data marker. They alter the binding behavior of the data marker.

The fieldname modifier shows the fieldname field name of the column being bound. It will not bind any additional data. It is used like thisThe syntax is as follows:

The optional modifier allows that The optional modifier allows the data marker to be ignored on data binding. The optional modifier allows you to bind data if the column might be empty. It is used like this:

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if there is no data corresponding with that column. This is just an ignore - the column itself will still exist, but the data marker will be skipped. Here is a usage example:

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In the above, the "Division" column will be ignored if no division data is available.

After the modifiers are added, the template should resemble this:

Conditional Formatting

ExcelTemplate will persist conditional formatting in a template. In this tutorial, conditional formatting is applied to the "Other" table. It sets negative numbers to be red and bold.

1. On the "Home" tab in Excel, click on "Conditional Formatting"

2. Select "New Rule..."

3. In this tutorial the condition type is "Format only cells that contain..." The rule is "Cell value less than 0"

4. Click on "Format..." Set the text to be dark red. Set the typeface to be bold.

5. Click OK to save the rule.

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Adding an ExcelWriter Reference in Visual Studio

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1. Open Visual Studio and create a .NET project.
   • The sample code uses a web application.
2. Add a reference to SoftArtisans.OfficeWriter.ExcelWriter.dll
   • SoftArtisans.OfficeWriter.ExcelWriter.dll is located under Program Files > SoftArtisans > OfficeWriter > dotnet > bin

Writing the Code

1. Include the SoftArtisans.OfficeWriter.ExcelWriter namespace in the code behind

using SoftArtisans.OfficeWriter.ExcelWriter;

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3. Open the template file with the ExcelTemplate.Open method.

XLT.Open(Page.MapPath("//templates//Part1_Financial_Template.xlsx"));

4. 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.

DataBindingProperties dataProps = XLT.CreateDataBindingProperties();

Data Binding

1.Get the data for the Assets, Losses, and Other datasets

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.

1.Get the data for the Assets, Losses, and Other datasets

These calls are to a helper method GetCSVData that parses the CSV files and returns a DataTable with the values.

DataTable dtAssets = GetCSVData("//data//Assets.csv");
DataTable dtLosses = GetCSVData("//data//Losses.csv");

DataTable dtOther = GetCSVData("//data//Other.csv");

2. Create the datasets for the header row. Recall the optional modifier for the "Division" tag. This tutorial will not bind any data for that tag to demonstrate the function.

//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" };

3. Use ExcelTemplate.BindData to bind the data for the Top and Details Sales Assets, Losses, and Other data sets.

XLT.BindData(dtAssets, "Assets", bindingProps);
XLT.BindData(dtLosses, "Losses", bindingProps);

XLT.BindData(dtOther, "Other", bindingProps);

4. Use the ExcelTemplate.BindRowData method to bind the header data to the data markers in the template file (i.e. %%=Header.FiscalYear).

XLT.BindRowData(headerValues, headerNames, "Header", bindingProps);

5. Call ExcelTemplate.Process() to import all data into the file.

XLT.Process();

Do not save the file. In the next step the XLT object will be processed by ExcelApplication.

Without the post processing, the populated file will persist the column width and heights. It should look something like this: Image Removed

Post-Processing

1. In the post-processing method, instantiate the ExcelApplication object:

ExcelApplication XLA = new ExcelApplication();

2. Open the populated file with ExcelApplication. The file will open as a Workbook object

Workbook wb = XLA.Open(XLT);

3. Access the first Worksheet.

Worksheet ws = wb.Worksheets[0];

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.

ws.PopulatedCells.AutoFitWidth();
ws.PopulatedCells.AutoFitWidth();

5. Finally, call ExcelApplication.Save to save the final file. This example streams the file using the page response.

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6. Call  ExcelTemplate.Save() to save the final output

XLT.Save(Page.Response, "temp.xlsx", false);

The final output should look something like this:

Final Code

using SoftArtisans.OfficeWriter.ExcelWriter;
using GenericParsing;
...


//Instantiate the template object
ExcelTemplate XLT = new ExcelTemplate();

//Open the file
XLT.Open(Page.MapPath("//templates//Part1_Financial_Template.xlsx"));


//Create data binding properties
DataBindingProperties bindingProps = XLT.CreateDataBindingProperties();


//Get the data from the CSVs. More info about the generic parser is available
//in the project and in the tutorial above.
DataTable dtAssets = GetCSVData("//data//Assets.csv");
DataTable dtLosses = GetCSVData("//data//Losses.csv");
DataTable dtOther = GetCSVData("//data//Other.csv");


//Declare the row data. This tutorial uses a single item array to demonstrate the
//optional modifier
string\[\] headerValues = { "2011" };
string\[\] headerNames = { "FiscalYear" };


//Bind each datatable
XLT.BindData(dtAssets, "Assets", bindingProps);
XLT.BindData(dtLosses, "Losses", bindingProps);
XLT.BindData(dtOther, "Other", bindingProps);

//Bind the single row data
XLT.BindRowData(headerValues, headerNames, "Header", bindingProps);


//Call process to import data to file
XLT.Process();

/*This
next section handles the post-processing*/


//Instantiate ExcelApplication
ExcelApplication XLA = new ExcelApplication();


//Open the XLT object as a new workbook
Workbook wb = XLA.Open(XLT);


//Get the first worksheet
Worksheet ws = wb.Worksheets[0];


//Set the autofit width and height
ws.PopulatedCells.AutoFitWidth();
ws.PopulatedCells.AutoFitHeight();


//Save the file
XLAXLT.Save(wb, Page.Response, "temp.xlsx", false);

Downloads

TBA

You can download the code for the Financial Report here.

• ExcelWriter_Basic_Tutorials.zip

Next Steps

Continue to Part 2: Sub-Report with Number FormatsUsing Styles and Formatting