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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. |
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.
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. |
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 a 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):
The next step is adding references to the data sheet. This example references the "SUM" formulas on the data sheet. These sums are added to a percent change equation. This will result in a template resembling the following:
Note the formula in the formula bar, "Sheet2" is the data sheet.
In this example, the sum rows alternate on the data sheet. If you stretch a formula, you'll have to update the references to skip every other row. |
1. Select C4 on Sheet1.
2. Start to type the formula by entering =(
3. Click over to Sheet2, Row 2 and select the second SUM cell. (B2 in this example)
4. Go back to Sheet1 and add a minus sign for =(Sheet2!B2-
5. Click over to Sheet2, Row 2 again and select the first SUM cell.
6. Continue selecting cells into formulas to end up with this: =(Sheet2!B2-Sheet2!A2)/(Sheet2!A2)
7. Drag this formula Horizontally only because of the alternating rows.
8. Repeat with rows 4 and 6
The value returned by the percent change equation should be displayed as a percentage. The table cells all have to be formatted.
1. Select all cells
2. Right click and select "Format Cells..."
3. Select "Percentage" on the Number tab.
The next step is setting up the table. Add a header and label the rows and columns to end up with a complete table:
Once the table is complete, add styles.
1.Select "Percent Change by Quarter" and set it to "Heading 1." Heading 1 is found in the named styles list, on the "Home" tab of the ribbon.
2. Select the header row (B3:E3) and set it to "Total" in the named styles menu.
3. Select the row labels (B4:B6) and set that to "Total."
You should now have this:
4. Select the area of B3:E6, and apply a consistent border:
5. Now select B2:E2 and apply a bottom border in bold blue.
The final template should look like this:
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. Include the SoftArtisans.OfficeWriter.ExcelWriter namespace in the code behind
using SoftArtisans.OfficeWriter.ExcelWriter; |
2. In the method that will run the report, instantiate the ExcelTemplate object.
ExcelTemplate XLT = new ExcelTemplate(); |
3. Open the template file with the ExcelTemplate.Open
method.
XLT.Open(Page.MapPath("//templates//Part2_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(); |
1.Get the data for the Assets, Losses, and Other datasets
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:
GenericParsing.dll
GeneringParsing
at the top of your code.GetCSVData
method that can be found in the sample code.DataTable dtAssets = GetCSVData("//data//Assets.csv"); DataTable dtLosses = GetCSVData("//data//Losses.csv"); DataTable dtOther = GetCSVData("//data//Other.csv"); |
2. Use ExcelTemplate.BindData
to bind the data for the Top and Details Sales data sets.
XLT.BindData(dtAssets, "Assets", bindingProps); XLT.BindData(dtLosses, "Losses", bindingProps); XLT.BindData(dtOther, "Other", bindingProps); |
3. Call ExcelTemplate.Process() to import all data into the file.
XLT.Process(); |
4. Call ExcelTemplate.Save() to save the final file.
XLT.Save(Page.Response, "temp.xlsx", false); |
The final output should look something like this:
using SoftArtisans.OfficeWriter.ExcelWriter; ... //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"); //Bind each datatable XLT.BindData(dtAssets, "Assets", bindingProps); XLT.BindData(dtLosses, "Losses", bindingProps); XLT.BindData(dtOther, "Other", bindingProps); //Call process to import data to file XLT.Process(); //Call save XLT.Save(Page.Response, "temp.xlsx", false); |
TBA
Continue to Part 3: Combine Reports with CopySheet