Posts Tagged With: Excel

Yesterday, I posted about exporting to Excel without having Excel on the destination device, which I found particularly useful when using my Android tablet and the Chrome browser. It was a relatively long post, necessitating a two-part post.

Today, I want to spend some time showing the server-side javascript library that I’ve developed (based on the one Russ Maher presented at the AdminDev 2012 conference). So, we’re going to delve into some Apache POI, examining how we pass the configuration information in and which lines of code implement that. I expect this examination will be useful for me as well, since it will open my eyes wider to the potential within the code. Russ assures me that while he dabbles in POI, Bill Buchan actually speaks POI, so there is at least one Notes genius who knows far more than both of us….

The Function Call

Before we delve into the code, lets first examine what we’re passing to the function. Each of these values is acquired either from the XPage or from the report configuration. Using these, we have a lot of flexibility to create and format our spreadsheet.

function createWorkbookStreamWithLabels(workbookName,sheetName,fieldList,viewName,colLabels,totalLabels)

workbookName: From the XPage, which defaults the value to the report name selected. It will be used as the filename for our spreadsheet.

sheetName: Also from the XPage, defaulting to ‘Report’, but editable by the user to place as the worksheet name for the single worksheet of our spreadsheet.

fieldList: From the report configuration. This is a list of the field names, in order, to be used as values in the columns. This implementation uses field values instead of column values, but it could easily be modified to use those instead.

viewName: From the report configuration. View containing the documents to be exported.

colLabels: From the report configuration. These will end up in the first row of the spreadsheet and be styled for emphasis.

totalLabels: From the report configuration. These are used to identify which columns will get totaled. This was clearer and more reliable than using column numbers.

Creating the Stream

I actually want to start by examining the last piece of code in the library, the download of the file to the client. To me, the great strength of this whole undertaking is that I can get a spreadsheet to my device without any Excel software being loaded there. As I noted yesterday, when I used the XPage and this script library to create a spreadsheet on my tablet, the usefulness skyrocketed in the estimation of my office-mate, Ariwan. “You could download the inventory to a tablet, walk around, making notes on your tablet and then return and update the database.” Of course, I started thinking one step further and wanting to import the marked up spreadsheet right back into the database, but that code will have to wait for a while. Nonetheless, we see an immediate impact beyond just creating spreadsheets.

By using the OutputStream, we’re able to take the export that we build in the workbook, wb, and simply prompt the user to download the file as an output stream. On my tablet, this downloaded the file without prompting, which was exactly what I wanted. In a quick test, I tried to use .xlsx, but it refused to work – that might be fixed in the later releases of the POI library (I’m using 3.6 currently, though 3.9 has already been released).

//Create the filename for the spreadsheet
var fileName = workbookName+".xls";

// The Faces Context global object provides access to the servlet environment via the external content
var extCont = facesContext.getExternalContext();
// The servlet's response object provides control to the response object
var pageResponse = extCont.getResponse();
//Get the output stream to stream binary data
var pageOutput = pageResponse.getOutputStream();

// Set the content type and headers
pageResponse.setContentType("application/x-ms-excel");
pageResponse.setHeader("Cache-Control", "no-cache");
pageResponse.setHeader("Content-Disposition","inline; filename=" + fileName);
//Write the output, flush the buffer and close the stream
wb.write(pageOutput);
pageOutput.flush();
pageOutput.close();

Error-handling

I found myself trying to trouble-shoot and, as always, being frustrated with XPages because I don’t know how to do that very well. I got real used to being able to step through my LotusScript, to being able to look at field values on a document using properties, to using print statements and popups to track what was going on, but I haven’t yet filled my toolkit with ways to trouble-shoot XPages. So, I borrowed Don Mottolo’s postValidationError function from his SSJS Form Validation XSnippet. Whenever I want to return an error, I just pass the control and some text to that function and it should post the message in my display errors control. I’ve only got a few of these in the library because it started working properly before I added all the potential error-trapping and who has the patience to add all that? (Yeah, I’ll add more later, since I’m sure I’ll run into bugs in production. Idiot-proof code is impossible because idiots are just too darn inventive!)

function postValidationError(control, msg) {
if ((typeof msg) != "string")
	return;
var msgObj = new javax.faces.application.FacesMessage(javax.faces.application.FacesMessage.SEVERITY_ERROR, msg, msg);
facesContext.addMessage(control.getClientId(facesContext), msgObj);
control.setValid(false);
}

Create some cell styles

As I mentioned yesterday, we deal with a lot of international date formats and, in any reporting, dates are all over the place. So, I added a date format to be applied to those cells. Similarly, as mentioned above, I want my headers to get some styling to emphasize them.

I’ve also designated my numeric format, using two digits after the decimal. Note that if the user has their machine set to use European number formatting, with periods separating thousands and a comma to show the decimal, the export won’t care – it passes the values and the user’s local settings display it according to their preferences. I’m not certain if the preferences at the server (if any) would have any effect on how you must code it, so am curious what experience others have there.

I’m sure that if we delve into the POI documentation, we can learn all kinds of ways to format the cells and I expect that once this deploys, we’ll be working on learning those. We start, however, with just these three.

//Create helper class and styles for dates
var createHelper:HSSFCreationHelper = wb.getCreationHelper();
var dateStyle:HSSFCellStyle = wb.createCellStyle();
dateStyle.setDataFormat(HSSFDataFormat.getBuiltinFormat("m/d/yy"));

var headerStyle:HSSFCellStyle = wb.createCellStyle();
var headerFont:HSSFFont = wb.createFont();
headerFont.setBoldweight(HSSFFont.BOLDWEIGHT_BOLD);
headerStyle.setFont(headerFont);

// set number formatting to use a thousands separator and two digits
// note that it will display using the user's thousands separator and decimal notation
// rather than forcing US-standard settings
var format:DataFormat = wb.createDataFormat();
style.setDataFormat(format.getFormat("#,##0.00"));

Handle various data types

The next important issue is that when passing the data through, you must make sure the Excel file understands the data type.

//depending on the type of value, use proper method to retrieve
if (valueType.endsWith("DateTime")) {
	var reportValue = (String) (itemValue);
} else if (valueType.endsWith("number")) {
	var reportValue = Number (itemValue);
} else if (valueType.endsWith("string")) {
	var reportValue = itemValue;
} else if (valueType.endsWith("Vector")) {
	var reportValue = (String) (itemValue); // multi-value field
	reportValue = reportValue.replace("[",""); // remove opening bracket
	reportValue = reportValue.replace("]",""); // remove closing bracket
} else {
	var reportValue = itemValue.toString;
}
if ( reportValue == null ) {
	reportValue = "Value not found"
}

The Whole Library

Everything else in here should be pretty self-explanatory. We simply walk through the view, almost using LotusScript, moving from document to document, getting the appropriate field values and passing them to the Excel file. When it works, it’s lovely.

function createWorkbookStreamWithLabels(workbookName,sheetName,fieldList,viewName,colLabels,totalLabels){
//import the appropriate java packages
importPackage(java.lang);
importPackage(org.apache.poi.hssf.usermodel);
importPackage(org.apache.poi.hssf.util);

var control = getComponent("comboBox1");

//Find the database connection document
var dbConView:NotesView = database.getView("TSDbConnectionLU");
var doc:NotesDocument = dbConView.getDocumentByKey("TAMIS II main db");
//Get the maindb object
if (doc != null){
	var maindb = session.getDatabase(doc.getItemValueString("DbServer"),doc.getItemValueString("DbPath"), false);
}
if ( maindb == null ) {
	postValidationError(control,"Main db Not Found");
}
var view:NotesView=maindb.getView(viewName);
if ( view == null ) {
	postValidationError(control,"View Not Found");
}

//Create placeholders for the notes document and temperary document
var doc:NotesDocument;
var ndoc:NotesDocument;

//Create a new workbook object from the poi library
var wb:HSSFWorkbook = new HSSFWorkbook();
//Create additional sheets using same sytnax and different sheet name
var sheet1:HSSFSheet = wb.createSheet(sheetName);

//Create helper class and styles for dates
var createHelper:HSSFCreationHelper = wb.getCreationHelper();
var dateStyle:HSSFCellStyle = wb.createCellStyle();
dateStyle.setDataFormat(HSSFDataFormat.getBuiltinFormat("m/d/yy"));

var headerStyle:HSSFCellStyle = wb.createCellStyle();
var headerFont:HSSFFont = wb.createFont();
headerFont.setBoldweight(HSSFFont.BOLDWEIGHT_BOLD);
headerStyle.setFont(headerFont);

//Create the Column Header Rows
var row:HSSFRow = sheet1.createRow(0);
for( i = 0 ; i <= colLabels.length-1 ; i++){
	var hCell:HSSFCell = row.createCell((java.lang.Integer)(i));
	hCell.setCellValue(colLabels[i]);
	hCell.setCellStyle(headerStyle);
}

// Style the cell with borders all around. GREY 25% - 22, GREY 40% - 55, GREY 50% - 23, GREY 80% - 63
var style:HSSFCellStyle= wb.createCellStyle();
style.setBorderBottom(HSSFCellStyle.BORDER_THIN);
style.setBottomBorderColor(55);
style.setBorderLeft(HSSFCellStyle.BORDER_THIN);
style.setLeftBorderColor(55);
style.setBorderRight(HSSFCellStyle.BORDER_THIN);
style.setRightBorderColor(55);
style.setBorderTop(HSSFCellStyle.BORDER_THIN);
style.setTopBorderColor(55);

// set number formatting to use a thousands separator and two digits
// note that it will display using the user's thousands separator and decimal notation
// rather than forcing US-standard settings
var format:DataFormat = wb.createDataFormat();
style.setDataFormat(format.getFormat("#,##0.00"));

//initialize the row and cell counters
var rowCount=0;
var cellCount=0;

//Get the first document in the view and then cycle through
//the view to create the detail rows.
doc = view.getFirstDocument();

while(doc!=null){
var row:HSSFRow = sheet1.createRow(++rowCount);
for( f = 0 ; f <= fieldList.length-1 ; f++){
	var itemValue:NotesItem = doc.getColumnValues().elementAt(Number (fieldList[f]) - 1 );
	var valueType = typeof(itemValue);

	if (itemValue != null) {
		var reportValue;
		//depending on the type of value, use proper method to retrieve
		if (valueType.endsWith("DateTime")) {
			var reportValue = (String) (itemValue);
		} else if (valueType.endsWith("number")) {
			var reportValue = Number (itemValue);
		} else if (valueType.endsWith("string")) {
			var reportValue = itemValue;
		} else if (valueType.endsWith("Vector")) {
			var reportValue = (String) (itemValue); // multi-value field
			reportValue = reportValue.replace("[",""); // remove opening bracket
			reportValue = reportValue.replace("]",""); // remove closing bracket
		} else {
			var reportValue = itemValue.toString;
		}
		if ( reportValue == null ) {
			reportValue = "Value not found"
		}
		var dataCell:HSSFCell = row.createCell((java.lang.Integer)(f));
		dataCell.setCellValue(reportValue);
		dataCell.setCellStyle(style);
	}
}
doc = view.getNextDocument(doc);
}

// add a row for totaling and put the formula in where it is useful
var row:HSSFRow = sheet1.createRow(++rowCount);

// cycle through totalLabels, find match in colLabels, make a totalling cell
for( i = 0 ; i <= totalLabels.length-1 ; i++){
for( j = 0 ; j <= colLabels.length-1 ; j++){
if ( totalLabels[i] == colLabels[j] ) {
var summaryCell:HSSFCell = row.createCell((java.lang.Integer)(j));
// add the SUM formula to that cell
summaryCell.setCellFormula("SUM(INDIRECT(CONCATENATE(ADDRESS(2,COLUMN()),\":\")&ADDRESS("+rowCount+",COLUMN())))");
}
}
}

// auto size all the columns
for( j = 0 ; j <= colLabels.length-1 ; j++){
sheet1.autoSizeColumn (j);
}

//Create the filename for the spreadsheet
var fileName = workbookName+".xls";

// The Faces Context global object provides access to the servlet environment via the external content
var extCont = facesContext.getExternalContext();
// The servlet's response object provides control to the response object
var pageResponse = extCont.getResponse();
//Get the output stream to stream binary data
var pageOutput = pageResponse.getOutputStream();

// Set the content type and headers
pageResponse.setContentType("application/x-ms-excel");
pageResponse.setHeader("Cache-Control", "no-cache");
pageResponse.setHeader("Content-Disposition","inline; filename=" + fileName);
//Write the output, flush the buffer and close the stream
wb.write(pageOutput);
pageOutput.flush();
pageOutput.close();

//  Terminate the request processing lifecycle.
facesContext.responseComplete();
}
function postValidationError(control, msg) {
if ((typeof msg) != "string")
return;
var msgObj = new javax.faces.application.FacesMessage(javax.faces.application.FacesMessage.SEVERITY_ERROR, msg, msg);
facesContext.addMessage(control.getClientId(facesContext), msgObj);
control.setValid(false);
}

The sample database is available, as is the first post on this topic.