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excel-add-in-js-quarterlysalesreport's Introduction

[ARCHIVED] Quarterly Sales Report Task Pane Add-in Sample for Excel 2016

Note: This repo is archived and no longer actively maintained. Security vulnerabilities may exist in the project, or its dependencies. If you plan to reuse or run any code from this repo, be sure to perform appropriate security checks on the code or dependencies first. Do not use this project as the starting point of a production Office Add-in. Always start your production code by using the Office/SharePoint development workload in Visual Studio, or the Yeoman generator for Office Add-ins, and follow security best practices as you develop the add-in.

Applies to: Excel 2016

This is a simple Excel task pane add-in that loads some data into a worksheet and creates a basic chart in Excel 2016. It comes in two flavors: code editor and Visual Studio.

Quarterly Sales Report Sample

Try it out

Code editor version

The simplest way to deploy and test your add-in is to copy the files to a network share.

  1. Deploy the source files in the Code Editor Proj folder by using your favorite server.

  2. Open the manifest file (QuarterlySalesReportManifest.xml) and replace https://yourserver with the name of your server. (i.e. https://localhost) You will do this in both the <SourceLocation> element and the <Urls> element.

  3. Copy the manifest (QuarterlySalesReportManifest.xml) to a network share (for example, \\MyShare\MyManifests).

  4. Add the share location that contains the manifest as a trusted app catalog in Excel.

    a. Launch Excel and open a blank spreadsheet.

    b. Choose the File tab, and then choose Options.

    c. Choose Trust Center, and then choose the Trust Center Settings button.

    d. Choose Trusted Add-ins Catalogs.

    e. In the Catalog Url box, enter the path to the network share you created in step 3, and then choose Add Catalog.

f. Select the Show in Menu check box, and then choose OK. A message appears to inform you that your settings will be applied the next time you start Office.

  1. Test and run the add-in.

    a. In the Insert tab in Excel 2016, choose My Add-ins.

    b. In the Office Add-ins dialog box, choose Shared Folder.

    c. Choose Quarterly Sales Report Sample>Insert. The add-in opens in a task pane to the right of the current worksheet, as shown in the following figure.

Quarterly Sales Report Sample)

d.  Click the **Click me!** button to render the data and the chart inside the worksheet, as shown in the following figure.  To see the chart update dynamically, just change the data in the range.

Quarterly Sales Report Sample

Visual Studio version

  1. Copy the project to a local folder and open the Excel-Add-in-JS-QuarterlySalesReport.sln in Visual Studio.
  2. Press F5 to build and deploy the sample add-in. Excel launches and the add-in opens in a task pane to the right of a blank worksheet, as shown in the following figure.

Quarterly Sales Report Sample

  1. Click the Click me! button to render the data and the chart inside the worksheet, as shown in the following figure. To see the chart update dynamically, just change the data in the range.

Quarterly Sales Report Sample

Code it

If you want to write this add-in yourself from scratch, see Build your first Excel Add-in.

Learn more

  1. Excel Add-ins programming overview
  2. Snippet Explorer for Excel
  3. Excel Add-ins code samples
  4. Excel Add-ins JavaScript API Reference
  5. Build your first Excel Add-in

excel-add-in-js-quarterlysalesreport's People

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excel-add-in-js-quarterlysalesreport's Issues

Issue with trying to launch via code editor version

I setup my windows share and point my manifest to the Home.html file living within the windows share, but still got an error message when trying to load the add-in in excel:
screen shot 2015-12-03 at 4 50 33 pm

Basically, it still could not find the file. Ended up having to host of the code online anyways in order to get the add-in to work.

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