Walkthrough: Binding Data to Controls on an Excel Actions Pane

Article
02/04/2013

This walkthrough demonstrates data binding to controls on an actions pane in Microsoft Office Excel. The controls demonstrate a master/detail relation between tables in a SQL Server database.

Applies to: The information in this topic applies to document-level projects for Excel 2007 and Excel 2010. For more information, see Features Available by Office Application and Project Type.

This walkthrough illustrates the following tasks:

Adding controls to a worksheet.
Creating an actions pane control.
Adding data-bound Windows Forms controls to an actions pane control.
Showing the actions pane when the application opens.

Note

Your computer might show different names or locations for some of the Visual Studio user interface elements in the following instructions. The Visual Studio edition that you have and the settings that you use determine these elements. For more information, see Working with Settings.

Prerequisites

You need the following components to complete this walkthrough:

An edition of Visual Studio 2010 that includes the Microsoft Office developer tools. For more information, see [Configuring a Computer to Develop Office Solutions](bb398242\(v=vs.100\).md).

Excel 2007 or Excel 2010.
Access to a server with the Northwind SQL Server sample database.
Permissions to read from and write to the SQL Server database.

Creating the Project

The first step is to create an Excel Workbook project.

To create a new project

Create an Excel Workbook project with the name My Excel Actions Pane. In the wizard, select Create a new document. For more information, see How to: Create Office Projects in Visual Studio.

Visual Studio opens the new Excel workbook in the designer and adds the My Excel Actions Pane project to Solution Explorer.

Adding a New Data Source to the Project

To add a new data source to the project

If the Data Sources window is not visible, click Show Data Sources on the Data menu.

Note

If Show Data Sources is not available, click inside the Excel worksheet and then check again.
Click Add New Data Source to start the Data Source Configuration Wizard.
Select Database and then click Next.
Select a data connection to the Northwind sample SQL Server database, or add a new connection by using the New Connection button.
Click Next.
Clear the option to save the connection if it is selected, and then click Next.
Expand the Tables node in the Database objects window.
Select the check box next to the Suppliers table.
Expand the Products table and select ProductName, SupplierID, QuantityPerUnit, and UnitPrice.
Click Finish.

The wizard adds the Suppliers table and Products table to the Data Sources window. It also adds a typed dataset to your project that is visible in Solution Explorer.

Adding Controls to the Worksheet

Next, add a NamedRange control and a ListObject control to the first worksheet.

To add a NamedRange control and a ListObject control

Verify that the My Excel Actions Pane.xls workbook is open in the Visual Studio designer, with Sheet1 displayed.
In the Data Sources window, expand the Suppliers table.
Click the drop-down arrow on the Company Name node, and then click NamedRange.
Drag Company Name from the Data Sources window to cell A2 in Sheet1.

A NamedRange control named CompanyNameNamedRange is created, and the text <CompanyName> appears in cell A2. At the same time, a BindingSource named suppliersBindingSource, a table adapter, and a DataSet are added to the project. The control is bound to the BindingSource, which in turn is bound to the DataSet instance.
In the Data Sources window, scroll down past the columns that are under the Suppliers table. At the bottom of the list is the Products table; it is here because it is a child of the Suppliers table. Select this Products table, not the one that is at the same level as the Suppliers table, and then click the drop-down arrow that appears.
Click ListObject in the drop-down list, and then drag the Products table to cell A6 in Sheet1.

A ListObject control named ProductNameListObject is created in cell A6. At the same time, a BindingSource named productsBindingSource and a table adapter are added to the project. The control is bound to the BindingSource, which in turn is bound to the DataSet instance.
For C# only, select suppliersBindingSource on the component tray, and change the Modifiers property to Internal in the Properties window.

Adding Controls to the Actions Pane

Next, you need an actions pane control that contains a combo box.

To add an actions pane control

Select the My Excel Actions Pane project in Solution Explorer.
On the Project menu, click Add New Item.
In the Add New Item dialog box, select Actions Pane Control, name it ActionsControl, and click Add.

To add data-bound Windows Forms controls to an actions pane control

From the Common Controls tabs of the Toolbox, drag a ComboBox control to the actions pane control.
Change the Size property to 171, 21.
Resize the user control to fit the combo box.

Binding the Control on the Actions Pane to Data

In this section, you will set the data source of the ComboBox to the same data source as the NamedRange control on the worksheet.

To set data binding properties of the control

Right-click the actions pane control, and then click View Code.

Add the following code to the Load event of the actions pane control.

Private Sub ActionsControl_Load(ByVal sender As Object, ByVal e As System.EventArgs) _
    Handles Me.Load

    Me.ComboBox1.DataSource = Globals.Sheet1.SuppliersBindingSource
    Me.ComboBox1.DisplayMember = "CompanyName"
End Sub

private void ActionsControl_Load(object sender, EventArgs e)
{
    this.comboBox1.DataSource = Globals.Sheet1.suppliersBindingSource;
    this.comboBox1.DisplayMember = "CompanyName";
}

In C#, you must create an event handler for the ActionsControl. You can place this code in the ActionsControl constructor. For more information about creating event handlers, see How to: Create Event Handlers in Office Projects.
```
public ActionsControl()
{
    InitializeComponent();
    this.Load += new EventHandler(ActionsControl_Load);
}
```

Showing the Actions Pane

The actions pane is not visible until you add the control at run time.

To show the actions pane

In Solution Explorer, right-click ThisWorkbook.vb or ThisWorkbook.cs, and then click View Code.

Create a new instance of the user control in the ThisWorkbook class.

Dim actions As New ActionsControl

ActionsControl actions = new ActionsControl();

In the Startup event handler of ThisWorkbook, add the control to the actions pane.

Private Sub ThisWorkbook_Startup(ByVal sender As Object, ByVal e As EventArgs) Handles Me.Startup

    Me.ActionsPane.Controls.Add(actions)
End Sub

private void ThisWorkbook_Startup(object sender, System.EventArgs e)
{
    this.ActionsPane.Controls.Add(actions);
}

Testing the Application

Now you can test your document to verify that the actions pane opens when the document is opened, and that the controls have a master/detail relation.

To test your document

Press F5 to run your project.
Confirm that the actions pane is visible.
Select a company in the list box. Verify that the company name is listed in the NamedRange control and that the product details are listed in the ListObject control.
Select various companies to verify the company name and product details change as appropriate.

Next Steps

Here are some tasks that might come next:

Binding data to controls in Word. For more information, see Walkthrough: Binding Data to Controls on a Word Actions Pane.
Showing and hiding controls on the actions pane. For more information, see Walkthrough: Changing the Actions Pane According to User Context.
Deploying the project. For more information, see Deployment Overview (Office Development in Visual Studio).

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