Convert XBRL to XLSX

If you work in finance, you know that handling and analyzing data can sometimes feel like trying to navigate through a dense forest. Luckily, tools like Aspose.Finance for .NET make it easier to convert complex financial data from XBRL (eXtensible Business Reporting Language) to more accessible formats like XLSX (Excel Spreadsheet). In this guide, I’ll walk you through the entire process step-by-step. By the end, you’ll be able to convert XBRL files to XLSX with confidence and ease.

Prerequisites

Before we get started, let’s make sure you have everything you need:

  1. Basic Understanding of .NET: A little familiarity with C# and the .NET framework goes a long way.
  2. Aspose.Finance for .NET: You can download and install this library from the Aspose website.
  3. XBRL Files: The XBRL files you want to convert.
  4. Development Environment: A .NET development environment such as Visual Studio.

Import Namespaces

First things first, let’s import the necessary namespaces into your project. This will give you access to the classes and methods needed for the conversion.

using Aspose.Finance.Xbrl;
using System;
using System.Collections.Generic;

Step 1: Set Up Working Directories

We need to specify the directories where our source XBRL files are located and where we want to save the converted XLSX files. This setup ensures that our code knows where to find the input files and where to store the output files.

// Working directories
string sourceDir = "Your Source Directory";
string outputDir = "Your Output Directory";

Replace "Your Source Directory" and "Your Output Directory" with the actual paths to your directories.

Step 2: Load the XBRL Document

Next, we load the XBRL document using the XbrlDocument class from Aspose.Finance. This step involves reading the XBRL file into the program so that we can manipulate and convert it.

XbrlDocument document = new XbrlDocument(sourceDir + @"IdScopeContextPeriodStartAfterEnd.xml");

Here, we create an instance of the XbrlDocument class and load the specified XBRL file. Make sure the file path is correct.

Step 3: Set Save Options

To convert the document into XLSX format, we need to set the appropriate save options. This tells the program the format in which we want to save the output file.

SaveOptions saveOptions = new SaveOptions();
saveOptions.SaveFormat = SaveFormat.XLSX;

In this snippet, we create a SaveOptions object and set its SaveFormat property to XLSX, indicating that we want to save the file in Excel format.

Step 4: Save the File

Now, we save the XBRL document as an XLSX file. This step converts the file and writes it to the specified output directory.

document.Save(outputDir + @"ConvertXbrlToXlsx_out.xlsx", saveOptions);

This command saves the converted file in the output directory with the name ConvertXbrlToXlsx_out.xlsx.

Step 5: Confirm the Conversion

Finally, to confirm that the conversion was successful, we print a message to the console.

Console.WriteLine("ConvertXbrlToXlsx executed successfully.");

This message lets you know that the conversion process has been completed without errors.

Conclusion

And there you have it! By following these simple steps, you can easily convert XBRL files to XLSX using Aspose.Finance for .NET. This process not only saves time but also makes your financial data more accessible and easier to analyze in Excel. Whether you’re a developer or a financial analyst, mastering this conversion can significantly streamline your workflow.

FAQs

1. What is Aspose.Finance for .NET?

Aspose.Finance for .NET is a powerful library designed to manage financial formats like XBRL, iXBRL, and OFX. It provides developers with the tools needed to create, read, and manipulate financial documents programmatically.

2. Can I try Aspose.Finance for .NET before purchasing?

Absolutely! You can download a free trial version from the Aspose releases page.

3. Where can I get support for Aspose.Finance for .NET?

Support is available on the Aspose.Finance support forum, where you can ask questions and get help from the community and Aspose experts.

4. What are the key features of Aspose.Finance for .NET?

Aspose.Finance for .NET offers a wide range of features including creating, reading, and converting various financial formats, extensive API capabilities, and robust error handling mechanisms.

5. How do I obtain a temporary license?

You can get a temporary license from the Aspose purchase page, allowing you to evaluate the full capabilities of the library.

Convert XBRL to iXBRL Easily