Saturday 21 February 2015

Importing an Excel spread sheet with multiple columns

You may have seen it before, but here’s our take:

Case: The end-user has a spreadsheet they want to import, and creating a csv-file is not an option.

Challenge: In Excel the end user needs to set a “ ’ ” in front of the numbers if they are to behave as strings e.g. an account no “123435”. When read in AX the value will be read as 123.435,0000 since is interpreted as a real. To overcome this, the end user must set the ‘ in front of the string e.g. ‘123435. Since there may be several hundred or thousands of records, it is not an option for the end user.

How to import from Excel and format the cells’ content when assigning to variables in AX.

Suggested solution below:

So, you create a dialog etc. for the file import and in the actual method you read the sheet, the code looks like this:


private void readExcelFile()
{
    SysExcelApplication     application;
    SysExcelWorkbooks       workbooks;
    SysExcelWorkbook        workbook;
    SysExcelWorksheets      worksheets;
    SysExcelWorksheet       worksheet;
    SysExcelCells           cells;
    COMVariantType          type;
    COMVariant              variant;
    int                     row=1,errors = 0;

    smmBusRelTable                      smmBusRelTable;
    smmBusRelAccount                    smmBusRelAccount;
    XXX_SortingId                       sortingId;
    container                           errorCon;

    ;
    application = SysExcelApplication::construct();
    workbooks   = application.workbooks();


    ttsBegin;

    try
    {
        workbooks.open(filenameopen);
    }
    catch (Exception::Error)
    {
        throw error("@SYS19358.");
    }
    workbook    = workbooks.item(1);
    worksheets  = workbook.worksheets();
    worksheet   = worksheets.itemFromNum(1);
    cells       = worksheet.cells();

    type = cells.item(row+1,1).value().variantType();

    while (type != COMVariantType::VT_EMPTY)
    {
        row++;
        // find variant of cell
        variant         = cells.item(row, 1).value();

        // set variant type to smmBusRelAccount
        smmBusRelAccount = this.variant2str(variant);

        if(smmBusRelAccount)
        {
            smmBusRelTable = smmBusRelTable::find(smmBusRelAccount,true);
            // if there is a prospect proceed
            if(smmBusRelTable.RecId)
            {
                variant = cells.item(row, 3).value();
                sortingId = this.variant2str(variant);
                if(!sortingId)
                {
                    sortingId = cells.item(row, 3).value().toString();
                }
                if(XXX_Table::exist(sortingId,8))
                {
                    smmBusRelTable.XXX_Field = sortingId;
                    smmBusRelTable.update();
                }
                else
                {
                    errorCon = conIns(errorCon,maxInt(),strFmt("Error with sorting %1",row,sortingId));
                }
            }
            // write to error log
            else
            {
                errorcon = conIns(errorCon,maxInt(),strFmt("Error with prospect %1",row));
            }
        }
        type = cells.item(row+1, 1).value().variantType();
    }

    application.quit();

    ttsCommit;

    info('Import done');
    // Header was counted as successful import. 1 is substracted from row to reflect that headers should not count
    info(strFmt('Number of items imported %1',(row-1)-conLen(errorCon)));

    setprefix(strfmt('@SYS344649',conLen(errorCon)));

    while (errors < conLen(errorCon))
    {
        errors++;
        info(conPeek(errorCon,errors));
    }
}


In the
while (type != COMVariantType::VT_EMPTY)
we check if there is something the cell read.

Then you assign the variant of the cell

variant         = cells.item(row, 1).value();


which you then cast to string:

private str variant2str(COMVariant _variant)
{
    str valueStr;
    ;

    switch(_variant.variantType())
    {
        case COMVariantType::VT_EMPTY   :
            valueStr = '';
            break;

        case COMVariantType::VT_BSTR    :

            valueStr = _variant.bStr();
            break;

        case COMVariantType::VT_R4      :
        case COMVariantType::VT_R8      :

            if(_variant.double())
            {
                valueStr = num2Str0(_variant.double(),0);
                
            }
            break;

        default                         :
            throw error(strfmt("@SYS26908",
                                _variant.variantType()));
    }

    return valueStr;

}

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