Walkthrough: Developing a Managed-Code UDF

Applies to: SharePoint Server 2010

This walkthrough describes the process for developing Excel Services user-defined functions (UDFs) using Microsoft Visual C#.

During this walkthrough, you will learn how to:

Create a project using the Microsoft Visual Studio 2005 class library project template.
Add a reference to Microsoft.Office.Excel.Server.Udf.dll.
Write UDFs for use in Excel Services.
Create a workbook to call custom functions from cells.
Test and run UDFs in Excel Services.

Prerequisites

In order to complete this walkthrough, you will need:

Microsoft SharePoint Server 2010.

Note

The easiest way to get all you need on the server is to do a basic, stand-alone install. All you need to add on top of that is a trusted location.
Excel.
Visual Studio or a similar Microsoft .NET Framework-compatible development tool.
To enable running the UDF assembly.
A trusted SharePoint document library in which to store a workbook, and to allow the workbook to call UDFs by setting the AllowUdfs value to true.
A sample workbook that calls the UDF stored in a trusted SharePoint document library.
Permissions to view and publish a workbook to a SharePoint document library.

Note

For more information about setting permissions, see the Windows SharePoint Services 3.0 documentation.
To create the workbook using Excel.
To save the workbook as an .xlsx or .xlsb file.

Note

For more information about how to trust a location, how to enable UDFs, and how to set the AllowUdfs flag, see Step 3: Deploying and Enabling UDFs.