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Table of Contents

Setting Up the Template

Following the Sample Code

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In the downloadable TODO ADD FILE REFERENCE, there is a completed template file located in ComleteFinancialReport/templates/Part2_Financial_Template.xlsx.
A copy of the completed template file is also available TODO ADD FILE REFERENCE.

Getting Started

In this tutorial ExcelTemplate is being used to populate data in a template set up with styles and formats. This part of the tutorial uses formulas and persists Excel styles.

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This example assumes an understanding of ExcelTemplate. If you are not familiar with how to set up an Excel template with data markers, please go through the Simple Expense Summary first.

Data Sheets

This sub-report makes use of a data sheet. This is where the data markers will go. It should look something like this:
The alternating rows (highlighting added for demonstration) contain sum formulas, visible in the function bar below:
The sum formula is the standard Excel function. When the data is populated, the A1:A1 reference gets updated to include all the data. The result should be something like this (highlighting added for demonstration):

Referencing the Data Sheet

Number Formats

Setting Styles

Adding an ExcelWriter Reference in Visual Studio

Following the Sample Code

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In the sample code, the reference to SoftArtisans.OfficeWriter.ExcelWriter.dll has already been added to the CompleteFinancialReport project.

Create a .NET project and add a reference to the ExcelWriter library.

  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

2.  In the method that will run the report, instantiate the ExcelTemplate object.

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

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.

Data Binding

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

Following the Sample

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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, GenericParsing.dll in the bin directory of the project GetCSVData is defined in Part2.aspx.cs in a region marked Utility Methods.

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.

2. Use ExcelTemplate.BindData to bind the data for the Top and Details Sales data sets.

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

4. Call ExcelTemplate.Save() to save the final file.

The final output should look something like this: 

Final Code

Downloads

TBA

Next Steps

Continue to Part 3: Combine Reports with CopySheet

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