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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:
The next few steps will show the process of adding data marker modifiersusing ordinal syntax.

ExcelTemplate supports the 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 data marker can bind to column name can be replaced with ordinal syntax, "%%=Assets.#2". This denotes the second column in the 'Assets' data set with the syntax . The data set name can also be replaced, "%%=Assets#3.#2." Note that the hash (#) indicates ordinal syntax. An example is , 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:

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. The syntax is as follows:

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

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

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 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();

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

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The final output should look something like this:

Final Code

using SoftArtisans.OfficeWriter.ExcelWriter;
using GenericParsing;
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//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();


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

Downloads

You can download the code for the Financial Report here.

• ExcelWriter_Basic_Tutorials.zip

Next Steps

Continue to Part 2: Using Styles and Formatting