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Walkthrough: Creating a Master Detail Relation Using a Cached Dataset


This walkthrough demonstrates creating a master/detail relation on a worksheet, and caching the data so that the solution can be used offline.

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

During this walkthrough, you will learn how to:

  • Add controls to a worksheet.

  • Set up a dataset to be cached in a worksheet.

  • Add code to enable scrolling through the records.

  • Test your project.

System_CAPS_ICON_note.jpg 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 Customizing Development Settings in Visual Studio.

You need the following components to complete this walkthrough:

  • An edition of Visual Studio that includes the Microsoft Office developer tools. For more information, see Configuring a Computer to Develop Office Solutions.

  • Excel 2013 or Excel 2010.

  • Access to the Northwind SQL Server sample database. The database can be on your development computer or on a server.

  • Permissions to read from and write to the SQL Server database.

In this step, you will create an Excel Workbook project.

To create a new project

  1. Create an Excel Workbook project with the name My Master-Detail, using either Visual Basic or C#. Make sure that Create a new document is selected. 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 Master-Detail project to Solution Explorer.

Use the Data Sources window to add a typed dataset to your project.

To create the data source

  1. If the Data Sources window is not visible, display it by, on the menu bar, choosing View, Other Windows, Data Sources.

  2. Choose Add New Data Source to start the Data Source Configuration Wizard.

  3. Select Database and then click Next.

  4. Select a data connection to the Northwind sample SQL Server database, or add a new connection by using the New Connection button.

  5. After selecting or creating a connection, click Next.

  6. Clear the option to save the connection if it is selected, and then click Next.

  7. Expand the Tables node in the Database objects window.

  8. Select the Orders table and the Order Details table.

  9. Click Finish.

The wizard adds the two tables to the Data Sources window. It also adds a typed dataset to your project that is visible in Solution Explorer.

In this step, you will add a named range, a list object, and two buttons to the first worksheet. First, add the named range and the list object from the Data Sources window so that they are automatically bound to the data source. Next, add the buttons from the Toolbox.

To add a named range and a list object

  1. Verify that the My Master-Detail.xlsx workbook is open in the Visual Studio designer, with Sheet1 displayed.

  2. Open the Data Sources window and expand the Orders node.

  3. Select the OrderID column, and then click the drop-down arrow that appears.

  4. Click NamedRange in the drop-down list, and then drag the OrderID column to cell A2.

    A NamedRange control named OrderIDNamedRange is created in cell A2. At the same time, a BindingSource named OrdersBindingSource, a table adapter, and a DataSet instance are added to the project. The control is bound to the BindingSource, which in turn is bound to the DataSet instance.

  5. Scroll down past the columns that are under the Orders table. At the bottom of the list is the Order Details table; it is here because it is a child of the Orders table. Select this Order Details table, not the one that is at the same level as the Orders table, and then click the drop-down arrow that appears.

  6. Click ListObject in the drop-down list, and then drag the OrderDetails table to cell A6.

  7. A ListObject control named Order_DetailsListObject is created in cell A6, and bound to the BindingSource.

To add two buttons

  1. From the Common Controls tab of the Toolbox, add a Button control to cell A3 of the worksheet.

    This button is named Button1.

  2. Add another Button control to cell B3 of the worksheet.

    This button is named Button2.

Next, mark the dataset to be cached in the document.

Mark the dataset to be cached in the document by making the dataset public and setting the CacheInDocument property.

To cache the dataset

  1. Select NorthwindDataSet in the component tray.

  2. In the Properties window, change the Modifiers property to Public.

    Datasets must be public before caching is enabled.

  3. Change the CacheInDocument property to True.

The next step is to add text to the buttons, and in C# add code to hook up the event handlers.

Set the button text and add event handlers during the Startup event.

To initialize the data and the controls

  1. In Solution Explorer, right-click Sheet1.vb or Sheet1.cs, and then click View Code on the shortcut menu.

  2. Add the following code to the Sheet1_Startup method to set the text for the buttons.

                this.button1.Text = "<";
                this.button2.Text = ">";

  3. For C# only, add event handlers for the button click events to the Sheet1_Startup method.

                this.button1.Click += new EventHandler(button1_Click);
                this.button2.Click += new EventHandler(button2_Click);

Add code to the Click event handler of each button to move through the records.

To scroll through the records

  1. Add an event handler for the Click event of Button1, and add the following code to move backwards through the records:

            private void button1_Click(object sender, EventArgs e)

  2. Add an event handler for the Click event of Button2, and add the following code to advance through the records:

            private void button2_Click(object sender, EventArgs e)

Now you can test your workbook to make sure that the data appears as expected, and that you can use the solution offline.

To test the data caching

  1. Press F5.

  2. Verify that the named range and the list object are filled with data from the data source.

  3. Scroll through some of the records by clicking the buttons.

  4. Save the workbook, and then close the workbook and Visual Studio.

  5. Disable the connection to the database. Unplug the network cable from your computer if the database is located on a server, or stop the SQL Server service if the database is on your development computer.

  6. Open Excel, and then open My Master-Detail.xlsx from the \bin directory (\My Master-Detail\bin in Visual Basic or \My Master-Detail\bin\debug in C#).

  7. Scroll through some of the records to see that the worksheet operates normally when disconnected.

  8. Reconnect to the database. Connect your computer to the network again if the database is located on a server, or start the SQL Server service if the database is on your development computer.

This walkthrough shows the basics of creating a master/detail data relationship on a worksheet and caching a dataset. Here are some tasks that might come next:

Binding Data to Controls in Office Solutions
Data in Office Solutions
Caching Data
Host Items and Host Controls Overview