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pivotTable.go
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pivotTable.go
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// Copyright 2016 - 2022 The excelize Authors. All rights reserved. Use of
// this source code is governed by a BSD-style license that can be found in
// the LICENSE file.
//
// Package excelize providing a set of functions that allow you to write to and
// read from XLAM / XLSM / XLSX / XLTM / XLTX files. Supports reading and
// writing spreadsheet documents generated by Microsoft Excel™ 2007 and later.
// Supports complex components by high compatibility, and provided streaming
// API for generating or reading data from a worksheet with huge amounts of
// data. This library needs Go version 1.15 or later.
package excelize
import (
"encoding/xml"
"fmt"
"strconv"
"strings"
)
// PivotTableOption directly maps the format settings of the pivot table.
//
// PivotTableStyleName: The built-in pivot table style names
//
// PivotStyleLight1 - PivotStyleLight28
// PivotStyleMedium1 - PivotStyleMedium28
// PivotStyleDark1 - PivotStyleDark28
type PivotTableOption struct {
pivotTableSheetName string
DataRange string
PivotTableRange string
Rows []PivotTableField
Columns []PivotTableField
Data []PivotTableField
Filter []PivotTableField
RowGrandTotals bool
ColGrandTotals bool
ShowDrill bool
UseAutoFormatting bool
PageOverThenDown bool
MergeItem bool
CompactData bool
ShowError bool
ShowRowHeaders bool
ShowColHeaders bool
ShowRowStripes bool
ShowColStripes bool
ShowLastColumn bool
PivotTableStyleName string
}
// PivotTableField directly maps the field settings of the pivot table.
// Subtotal specifies the aggregation function that applies to this data
// field. The default value is sum. The possible values for this attribute
// are:
//
// Average
// Count
// CountNums
// Max
// Min
// Product
// StdDev
// StdDevp
// Sum
// Var
// Varp
//
// Name specifies the name of the data field. Maximum 255 characters
// are allowed in data field name, excess characters will be truncated.
type PivotTableField struct {
Compact bool
Data string
Name string
Outline bool
Subtotal string
DefaultSubtotal bool
}
// AddPivotTable provides the method to add pivot table by given pivot table
// options. Note that the same fields can not in Columns, Rows and Filter
// fields at the same time.
//
// For example, create a pivot table on the Sheet1!$G$2:$M$34 area with the
// region Sheet1!$A$1:$E$31 as the data source, summarize by sum for sales:
//
// package main
//
// import (
// "fmt"
// "math/rand"
//
// "github.com/xuri/excelize/v2"
// )
//
// func main() {
// f := excelize.NewFile()
// // Create some data in a sheet
// month := []string{"Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"}
// year := []int{2017, 2018, 2019}
// types := []string{"Meat", "Dairy", "Beverages", "Produce"}
// region := []string{"East", "West", "North", "South"}
// f.SetSheetRow("Sheet1", "A1", &[]string{"Month", "Year", "Type", "Sales", "Region"})
// for row := 2; row < 32; row++ {
// f.SetCellValue("Sheet1", fmt.Sprintf("A%d", row), month[rand.Intn(12)])
// f.SetCellValue("Sheet1", fmt.Sprintf("B%d", row), year[rand.Intn(3)])
// f.SetCellValue("Sheet1", fmt.Sprintf("C%d", row), types[rand.Intn(4)])
// f.SetCellValue("Sheet1", fmt.Sprintf("D%d", row), rand.Intn(5000))
// f.SetCellValue("Sheet1", fmt.Sprintf("E%d", row), region[rand.Intn(4)])
// }
// if err := f.AddPivotTable(&excelize.PivotTableOption{
// DataRange: "Sheet1!$A$1:$E$31",
// PivotTableRange: "Sheet1!$G$2:$M$34",
// Rows: []excelize.PivotTableField{{Data: "Month", DefaultSubtotal: true}, {Data: "Year"}},
// Filter: []excelize.PivotTableField{{Data: "Region"}},
// Columns: []excelize.PivotTableField{{Data: "Type", DefaultSubtotal: true}},
// Data: []excelize.PivotTableField{{Data: "Sales", Name: "Summarize", Subtotal: "Sum"}},
// RowGrandTotals: true,
// ColGrandTotals: true,
// ShowDrill: true,
// ShowRowHeaders: true,
// ShowColHeaders: true,
// ShowLastColumn: true,
// }); err != nil {
// fmt.Println(err)
// }
// if err := f.SaveAs("Book1.xlsx"); err != nil {
// fmt.Println(err)
// }
// }
func (f *File) AddPivotTable(opt *PivotTableOption) error {
// parameter validation
_, pivotTableSheetPath, err := f.parseFormatPivotTableSet(opt)
if err != nil {
return err
}
pivotTableID := f.countPivotTables() + 1
pivotCacheID := f.countPivotCache() + 1
sheetRelationshipsPivotTableXML := "../pivotTables/pivotTable" + strconv.Itoa(pivotTableID) + ".xml"
pivotTableXML := strings.ReplaceAll(sheetRelationshipsPivotTableXML, "..", "xl")
pivotCacheXML := "xl/pivotCache/pivotCacheDefinition" + strconv.Itoa(pivotCacheID) + ".xml"
err = f.addPivotCache(pivotCacheXML, opt)
if err != nil {
return err
}
// workbook pivot cache
workBookPivotCacheRID := f.addRels(f.getWorkbookRelsPath(), SourceRelationshipPivotCache, fmt.Sprintf("/xl/pivotCache/pivotCacheDefinition%d.xml", pivotCacheID), "")
cacheID := f.addWorkbookPivotCache(workBookPivotCacheRID)
pivotCacheRels := "xl/pivotTables/_rels/pivotTable" + strconv.Itoa(pivotTableID) + ".xml.rels"
// rId not used
_ = f.addRels(pivotCacheRels, SourceRelationshipPivotCache, fmt.Sprintf("../pivotCache/pivotCacheDefinition%d.xml", pivotCacheID), "")
err = f.addPivotTable(cacheID, pivotTableID, pivotTableXML, opt)
if err != nil {
return err
}
pivotTableSheetRels := "xl/worksheets/_rels/" + strings.TrimPrefix(pivotTableSheetPath, "xl/worksheets/") + ".rels"
f.addRels(pivotTableSheetRels, SourceRelationshipPivotTable, sheetRelationshipsPivotTableXML, "")
f.addContentTypePart(pivotTableID, "pivotTable")
f.addContentTypePart(pivotCacheID, "pivotCache")
return nil
}
// parseFormatPivotTableSet provides a function to validate pivot table
// properties.
func (f *File) parseFormatPivotTableSet(opt *PivotTableOption) (*xlsxWorksheet, string, error) {
if opt == nil {
return nil, "", ErrParameterRequired
}
pivotTableSheetName, _, err := f.adjustRange(opt.PivotTableRange)
if err != nil {
return nil, "", fmt.Errorf("parameter 'PivotTableRange' parsing error: %s", err.Error())
}
opt.pivotTableSheetName = pivotTableSheetName
dataRange := f.getDefinedNameRefTo(opt.DataRange, pivotTableSheetName)
if dataRange == "" {
dataRange = opt.DataRange
}
dataSheetName, _, err := f.adjustRange(dataRange)
if err != nil {
return nil, "", fmt.Errorf("parameter 'DataRange' parsing error: %s", err.Error())
}
dataSheet, err := f.workSheetReader(dataSheetName)
if err != nil {
return dataSheet, "", err
}
pivotTableSheetPath, ok := f.getSheetXMLPath(pivotTableSheetName)
if !ok {
return dataSheet, pivotTableSheetPath, fmt.Errorf("sheet %s is not exist", pivotTableSheetName)
}
return dataSheet, pivotTableSheetPath, err
}
// adjustRange adjust range, for example: adjust Sheet1!$E$31:$A$1 to Sheet1!$A$1:$E$31
func (f *File) adjustRange(rangeStr string) (string, []int, error) {
if len(rangeStr) < 1 {
return "", []int{}, ErrParameterRequired
}
rng := strings.Split(rangeStr, "!")
if len(rng) != 2 {
return "", []int{}, ErrParameterInvalid
}
trimRng := strings.ReplaceAll(rng[1], "$", "")
coordinates, err := areaRefToCoordinates(trimRng)
if err != nil {
return rng[0], []int{}, err
}
x1, y1, x2, y2 := coordinates[0], coordinates[1], coordinates[2], coordinates[3]
if x1 == x2 && y1 == y2 {
return rng[0], []int{}, ErrParameterInvalid
}
// Correct the coordinate area, such correct C1:B3 to B1:C3.
if x2 < x1 {
x1, x2 = x2, x1
}
if y2 < y1 {
y1, y2 = y2, y1
}
return rng[0], []int{x1, y1, x2, y2}, nil
}
// getPivotFieldsOrder provides a function to get order list of pivot table
// fields.
func (f *File) getPivotFieldsOrder(opt *PivotTableOption) ([]string, error) {
var order []string
dataRange := f.getDefinedNameRefTo(opt.DataRange, opt.pivotTableSheetName)
if dataRange == "" {
dataRange = opt.DataRange
}
dataSheet, coordinates, err := f.adjustRange(dataRange)
if err != nil {
return order, fmt.Errorf("parameter 'DataRange' parsing error: %s", err.Error())
}
for col := coordinates[0]; col <= coordinates[2]; col++ {
coordinate, _ := CoordinatesToCellName(col, coordinates[1])
name, err := f.GetCellValue(dataSheet, coordinate)
if err != nil {
return order, err
}
order = append(order, name)
}
return order, nil
}
// addPivotCache provides a function to create a pivot cache by given properties.
func (f *File) addPivotCache(pivotCacheXML string, opt *PivotTableOption) error {
// validate data range
definedNameRef := true
dataRange := f.getDefinedNameRefTo(opt.DataRange, opt.pivotTableSheetName)
if dataRange == "" {
definedNameRef = false
dataRange = opt.DataRange
}
dataSheet, coordinates, err := f.adjustRange(dataRange)
if err != nil {
return fmt.Errorf("parameter 'DataRange' parsing error: %s", err.Error())
}
// data range has been checked
order, _ := f.getPivotFieldsOrder(opt)
hCell, _ := CoordinatesToCellName(coordinates[0], coordinates[1])
vCell, _ := CoordinatesToCellName(coordinates[2], coordinates[3])
pc := xlsxPivotCacheDefinition{
SaveData: false,
RefreshOnLoad: true,
CreatedVersion: pivotTableVersion,
RefreshedVersion: pivotTableVersion,
MinRefreshableVersion: pivotTableVersion,
CacheSource: &xlsxCacheSource{
Type: "worksheet",
WorksheetSource: &xlsxWorksheetSource{
Ref: hCell + ":" + vCell,
Sheet: dataSheet,
},
},
CacheFields: &xlsxCacheFields{},
}
if definedNameRef {
pc.CacheSource.WorksheetSource = &xlsxWorksheetSource{Name: opt.DataRange}
}
for _, name := range order {
rowOptions, rowOk := f.getPivotTableFieldOptions(name, opt.Rows)
columnOptions, colOk := f.getPivotTableFieldOptions(name, opt.Columns)
sharedItems := xlsxSharedItems{
Count: 0,
}
s := xlsxString{}
if (rowOk && !rowOptions.DefaultSubtotal) || (colOk && !columnOptions.DefaultSubtotal) {
s = xlsxString{
V: "",
}
sharedItems.Count++
sharedItems.S = &s
}
pc.CacheFields.CacheField = append(pc.CacheFields.CacheField, &xlsxCacheField{
Name: name,
SharedItems: &sharedItems,
})
}
pc.CacheFields.Count = len(pc.CacheFields.CacheField)
pivotCache, err := xml.Marshal(pc)
f.saveFileList(pivotCacheXML, pivotCache)
return err
}
// addPivotTable provides a function to create a pivot table by given pivot
// table ID and properties.
func (f *File) addPivotTable(cacheID, pivotTableID int, pivotTableXML string, opt *PivotTableOption) error {
// validate pivot table range
_, coordinates, err := f.adjustRange(opt.PivotTableRange)
if err != nil {
return fmt.Errorf("parameter 'PivotTableRange' parsing error: %s", err.Error())
}
hCell, _ := CoordinatesToCellName(coordinates[0], coordinates[1])
vCell, _ := CoordinatesToCellName(coordinates[2], coordinates[3])
pivotTableStyle := func() string {
if opt.PivotTableStyleName == "" {
return "PivotStyleLight16"
}
return opt.PivotTableStyleName
}
pt := xlsxPivotTableDefinition{
Name: fmt.Sprintf("Pivot Table%d", pivotTableID),
CacheID: cacheID,
RowGrandTotals: &opt.RowGrandTotals,
ColGrandTotals: &opt.ColGrandTotals,
UpdatedVersion: pivotTableVersion,
MinRefreshableVersion: pivotTableVersion,
ShowDrill: &opt.ShowDrill,
UseAutoFormatting: &opt.UseAutoFormatting,
PageOverThenDown: &opt.PageOverThenDown,
MergeItem: &opt.MergeItem,
CreatedVersion: pivotTableVersion,
CompactData: &opt.CompactData,
ShowError: &opt.ShowError,
DataCaption: "Values",
Location: &xlsxLocation{
Ref: hCell + ":" + vCell,
FirstDataCol: 1,
FirstDataRow: 1,
FirstHeaderRow: 1,
},
PivotFields: &xlsxPivotFields{},
RowItems: &xlsxRowItems{
Count: 1,
I: []*xlsxI{
{
[]*xlsxX{{}, {}},
},
},
},
ColItems: &xlsxColItems{
Count: 1,
I: []*xlsxI{{}},
},
PivotTableStyleInfo: &xlsxPivotTableStyleInfo{
Name: pivotTableStyle(),
ShowRowHeaders: opt.ShowRowHeaders,
ShowColHeaders: opt.ShowColHeaders,
ShowRowStripes: opt.ShowRowStripes,
ShowColStripes: opt.ShowColStripes,
ShowLastColumn: opt.ShowLastColumn,
},
}
// pivot fields
_ = f.addPivotFields(&pt, opt)
// count pivot fields
pt.PivotFields.Count = len(pt.PivotFields.PivotField)
// data range has been checked
_ = f.addPivotRowFields(&pt, opt)
_ = f.addPivotColFields(&pt, opt)
_ = f.addPivotPageFields(&pt, opt)
_ = f.addPivotDataFields(&pt, opt)
pivotTable, err := xml.Marshal(pt)
f.saveFileList(pivotTableXML, pivotTable)
return err
}
// addPivotRowFields provides a method to add row fields for pivot table by
// given pivot table options.
func (f *File) addPivotRowFields(pt *xlsxPivotTableDefinition, opt *PivotTableOption) error {
// row fields
rowFieldsIndex, err := f.getPivotFieldsIndex(opt.Rows, opt)
if err != nil {
return err
}
for _, fieldIdx := range rowFieldsIndex {
if pt.RowFields == nil {
pt.RowFields = &xlsxRowFields{}
}
pt.RowFields.Field = append(pt.RowFields.Field, &xlsxField{
X: fieldIdx,
})
}
// count row fields
if pt.RowFields != nil {
pt.RowFields.Count = len(pt.RowFields.Field)
}
return err
}
// addPivotPageFields provides a method to add page fields for pivot table by
// given pivot table options.
func (f *File) addPivotPageFields(pt *xlsxPivotTableDefinition, opt *PivotTableOption) error {
// page fields
pageFieldsIndex, err := f.getPivotFieldsIndex(opt.Filter, opt)
if err != nil {
return err
}
pageFieldsName := f.getPivotTableFieldsName(opt.Filter)
for idx, pageField := range pageFieldsIndex {
if pt.PageFields == nil {
pt.PageFields = &xlsxPageFields{}
}
pt.PageFields.PageField = append(pt.PageFields.PageField, &xlsxPageField{
Name: pageFieldsName[idx],
Fld: pageField,
})
}
// count page fields
if pt.PageFields != nil {
pt.PageFields.Count = len(pt.PageFields.PageField)
}
return err
}
// addPivotDataFields provides a method to add data fields for pivot table by
// given pivot table options.
func (f *File) addPivotDataFields(pt *xlsxPivotTableDefinition, opt *PivotTableOption) error {
// data fields
dataFieldsIndex, err := f.getPivotFieldsIndex(opt.Data, opt)
if err != nil {
return err
}
dataFieldsSubtotals := f.getPivotTableFieldsSubtotal(opt.Data)
dataFieldsName := f.getPivotTableFieldsName(opt.Data)
for idx, dataField := range dataFieldsIndex {
if pt.DataFields == nil {
pt.DataFields = &xlsxDataFields{}
}
pt.DataFields.DataField = append(pt.DataFields.DataField, &xlsxDataField{
Name: dataFieldsName[idx],
Fld: dataField,
Subtotal: dataFieldsSubtotals[idx],
})
}
// count data fields
if pt.DataFields != nil {
pt.DataFields.Count = len(pt.DataFields.DataField)
}
return err
}
// inPivotTableField provides a method to check if an element is present in
// pivot table fields list, and return the index of its location, otherwise
// return -1.
func inPivotTableField(a []PivotTableField, x string) int {
for idx, n := range a {
if x == n.Data {
return idx
}
}
return -1
}
// addPivotColFields create pivot column fields by given pivot table
// definition and option.
func (f *File) addPivotColFields(pt *xlsxPivotTableDefinition, opt *PivotTableOption) error {
if len(opt.Columns) == 0 {
if len(opt.Data) <= 1 {
return nil
}
pt.ColFields = &xlsxColFields{}
// in order to create pivot table in case there is no input from Columns
pt.ColFields.Count = 1
pt.ColFields.Field = append(pt.ColFields.Field, &xlsxField{
X: -2,
})
return nil
}
pt.ColFields = &xlsxColFields{}
// col fields
colFieldsIndex, err := f.getPivotFieldsIndex(opt.Columns, opt)
if err != nil {
return err
}
for _, fieldIdx := range colFieldsIndex {
pt.ColFields.Field = append(pt.ColFields.Field, &xlsxField{
X: fieldIdx,
})
}
// in order to create pivot in case there is many Columns and Data
if len(opt.Data) > 1 {
pt.ColFields.Field = append(pt.ColFields.Field, &xlsxField{
X: -2,
})
}
// count col fields
pt.ColFields.Count = len(pt.ColFields.Field)
return err
}
// addPivotFields create pivot fields based on the column order of the first
// row in the data region by given pivot table definition and option.
func (f *File) addPivotFields(pt *xlsxPivotTableDefinition, opt *PivotTableOption) error {
order, err := f.getPivotFieldsOrder(opt)
if err != nil {
return err
}
x := 0
for _, name := range order {
if inPivotTableField(opt.Rows, name) != -1 {
rowOptions, ok := f.getPivotTableFieldOptions(name, opt.Rows)
var items []*xlsxItem
if !ok || !rowOptions.DefaultSubtotal {
items = append(items, &xlsxItem{X: &x})
} else {
items = append(items, &xlsxItem{T: "default"})
}
pt.PivotFields.PivotField = append(pt.PivotFields.PivotField, &xlsxPivotField{
Name: f.getPivotTableFieldName(name, opt.Rows),
Axis: "axisRow",
DataField: inPivotTableField(opt.Data, name) != -1,
Compact: &rowOptions.Compact,
Outline: &rowOptions.Outline,
DefaultSubtotal: &rowOptions.DefaultSubtotal,
Items: &xlsxItems{
Count: len(items),
Item: items,
},
})
continue
}
if inPivotTableField(opt.Filter, name) != -1 {
pt.PivotFields.PivotField = append(pt.PivotFields.PivotField, &xlsxPivotField{
Axis: "axisPage",
DataField: inPivotTableField(opt.Data, name) != -1,
Name: f.getPivotTableFieldName(name, opt.Columns),
Items: &xlsxItems{
Count: 1,
Item: []*xlsxItem{
{T: "default"},
},
},
})
continue
}
if inPivotTableField(opt.Columns, name) != -1 {
columnOptions, ok := f.getPivotTableFieldOptions(name, opt.Columns)
var items []*xlsxItem
if !ok || !columnOptions.DefaultSubtotal {
items = append(items, &xlsxItem{X: &x})
} else {
items = append(items, &xlsxItem{T: "default"})
}
pt.PivotFields.PivotField = append(pt.PivotFields.PivotField, &xlsxPivotField{
Name: f.getPivotTableFieldName(name, opt.Columns),
Axis: "axisCol",
DataField: inPivotTableField(opt.Data, name) != -1,
Compact: &columnOptions.Compact,
Outline: &columnOptions.Outline,
DefaultSubtotal: &columnOptions.DefaultSubtotal,
Items: &xlsxItems{
Count: len(items),
Item: items,
},
})
continue
}
if inPivotTableField(opt.Data, name) != -1 {
pt.PivotFields.PivotField = append(pt.PivotFields.PivotField, &xlsxPivotField{
DataField: true,
})
continue
}
pt.PivotFields.PivotField = append(pt.PivotFields.PivotField, &xlsxPivotField{})
}
return err
}
// countPivotTables provides a function to get drawing files count storage in
// the folder xl/pivotTables.
func (f *File) countPivotTables() int {
count := 0
f.Pkg.Range(func(k, v interface{}) bool {
if strings.Contains(k.(string), "xl/pivotTables/pivotTable") {
count++
}
return true
})
return count
}
// countPivotCache provides a function to get drawing files count storage in
// the folder xl/pivotCache.
func (f *File) countPivotCache() int {
count := 0
f.Pkg.Range(func(k, v interface{}) bool {
if strings.Contains(k.(string), "xl/pivotCache/pivotCacheDefinition") {
count++
}
return true
})
return count
}
// getPivotFieldsIndex convert the column of the first row in the data region
// to a sequential index by given fields and pivot option.
func (f *File) getPivotFieldsIndex(fields []PivotTableField, opt *PivotTableOption) ([]int, error) {
var pivotFieldsIndex []int
orders, err := f.getPivotFieldsOrder(opt)
if err != nil {
return pivotFieldsIndex, err
}
for _, field := range fields {
if pos := inStrSlice(orders, field.Data, true); pos != -1 {
pivotFieldsIndex = append(pivotFieldsIndex, pos)
}
}
return pivotFieldsIndex, nil
}
// getPivotTableFieldsSubtotal prepare fields subtotal by given pivot table fields.
func (f *File) getPivotTableFieldsSubtotal(fields []PivotTableField) []string {
field := make([]string, len(fields))
enums := []string{"average", "count", "countNums", "max", "min", "product", "stdDev", "stdDevp", "sum", "var", "varp"}
inEnums := func(enums []string, val string) string {
for _, enum := range enums {
if strings.EqualFold(enum, val) {
return enum
}
}
return "sum"
}
for idx, fld := range fields {
field[idx] = inEnums(enums, fld.Subtotal)
}
return field
}
// getPivotTableFieldsName prepare fields name list by given pivot table
// fields.
func (f *File) getPivotTableFieldsName(fields []PivotTableField) []string {
field := make([]string, len(fields))
for idx, fld := range fields {
if len(fld.Name) > MaxFieldLength {
field[idx] = fld.Name[:MaxFieldLength]
continue
}
field[idx] = fld.Name
}
return field
}
// getPivotTableFieldName prepare field name by given pivot table fields.
func (f *File) getPivotTableFieldName(name string, fields []PivotTableField) string {
fieldsName := f.getPivotTableFieldsName(fields)
for idx, field := range fields {
if field.Data == name {
return fieldsName[idx]
}
}
return ""
}
// getPivotTableFieldOptions return options for specific field by given field name.
func (f *File) getPivotTableFieldOptions(name string, fields []PivotTableField) (options PivotTableField, ok bool) {
for _, field := range fields {
if field.Data == name {
options, ok = field, true
return
}
}
return
}
// addWorkbookPivotCache add the association ID of the pivot cache in workbook.xml.
func (f *File) addWorkbookPivotCache(RID int) int {
wb := f.workbookReader()
if wb.PivotCaches == nil {
wb.PivotCaches = &xlsxPivotCaches{}
}
cacheID := 1
for _, pivotCache := range wb.PivotCaches.PivotCache {
if pivotCache.CacheID > cacheID {
cacheID = pivotCache.CacheID
}
}
cacheID++
wb.PivotCaches.PivotCache = append(wb.PivotCaches.PivotCache, xlsxPivotCache{
CacheID: cacheID,
RID: fmt.Sprintf("rId%d", RID),
})
return cacheID
}