XML/XSL : Calculating the grand total of a computed column : XML/XSL

May 17, 2008 05:50am pdt

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01.23.2008 at 07:35AM PST, ID: 23104640

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9.8

XML/XSL : Calculating the grand total of a computed column

Zones: Extensible Stylesheet Language Transformation (XSLT), Extensible Markup Language (XML)

Tags: XML/XSL

I am a complete newbie in the XSL transformation world and I need your help.

Say I have this XML file:

<?xml version="1.0" encoding="UTF-8"?>
<NAV>
      <Funds Description="Funds" Date="2008-01-17">
            <Fund Description="Fund 1">
                  <SubFund Description="Sub Fund 1.1">
                        <ValuationDate>2008-01-17</ValuationDate>
                        <ClosingCapital>1000</ClosingCapital>
                        <XRate>1</XRate>
                  </SubFund>
                  <SubFund Description="Sub Fund 1.2">
                        <ValuationDate>2008-01-17</ValuationDate>
                        <ClosingCapital>1000</ClosingCapital>
                        <XRate>1</XRate>
                  </SubFund>
                  <SubFund Description="Sub Fund 1.3">
                        <ValuationDate>2008-01-17</ValuationDate>
                        <ClosingCapital>1000</ClosingCapital>
                        <XRate>1</XRate>
                  </SubFund>
            </Fund>

            <Fund Description="Fund 2" >
                  <SubFund Description="Sub Fund 2.1">
                        <ValuationDate>2008-01-17</ValuationDate>
                        <ClosingCapital>4000</ClosingCapital>
                        <XRate>2</XRate>
                  </SubFund>
            </Fund>

            <Fund Description="Fund 3" >
                  <SubFund Description="Sub Fund 3.1">
                        <ValuationDate>2008-01-17</ValuationDate>
                        <ClosingCapital>9000</ClosingCapital>
                        <XRate>3</XRate>
                  </SubFund>
                  <SubFund Description="Sub Fund 3.2">
                        <ValuationDate>2008-01-17</ValuationDate>
                        <ClosingCapital>9000</ClosingCapital>
                        <XRate>3</XRate>
                  </SubFund>
            </Fund>
      </Funds>
</NAV>

And also this XSL file:
<?xml version="1.0" encoding="utf-8"?>

<xsl:stylesheet
      version="1.0"
xmlns:xsl="http://www.w3.org/1999/XSL/Transform"
      xmlns:msxsl="urn:schemas-microsoft-com:xslt"
exclude-result-prefixes="msxsl"
>

      <xsl:template match="/">
<html>

            <body>

                  <h2>
                        <xsl:value-of select="NAV/Funds/@Description" />
                  </h2>
                  <xsl:value-of select="NAV/Funds/@Date" />
                  <br />
                  <br />
                  <br />

                  <table border="1">
                        <xsl:for-each select="NAV/Funds/Fund">

                              <tr>
                                    <td>
                                          <xsl:value-of select="@Description"/>
                                    </td>
                              </tr>

                              <tr>
                                    <td>Fund Name</td>
                                    <td>Valuation Date</td>
                                    <td>Closing Capital</td>
                                    <td>Closing Capital (Converted)</td>
                                    <td>% of Grand Total</td>
                              </tr>
                              <xsl:variable name="FundTotal" select="SubFund/ClosingCapital"></xsl:variable>
                              <xsl:variable name="FundTotalConverted" select="$FundTotal"></xsl:variable>
                              <xsl:variable name="XRate" select="@XRate"></xsl:variable>
                              <xsl:for-each select="SubFund">
                                    <xsl:variable name="Converted" select="ClosingCapital div ../@XRate"></xsl:variable>
                              <tr>
                                          <td>
                                                <xsl:value-of select="@Description" />
                                          </td>
                                          <td>
                                                <xsl:value-of select="ValuationDate" />
                                          </td>
                                          <td align="right">
                                                <xsl:value-of select="format-number(ClosingCapital, '###,##0')" />
                                          </td>
                                          <td align="right">
                                                <xsl:value-of select="format-number(ClosingCapital div XRate, '###,##0')" />
                                          </td>
                                          <td align="right">
                                                TODO
                                          </td>
                                    </tr>
                              </xsl:for-each>
                              <tr>
                                    <td colspan="2">Total <xsl:value-of select="@Description"/></td>
                                    <td align="right">
                                          <xsl:value-of select="format-number(sum($FundTotal), '###,##0')" />
                                    </td>
                                    <td align="right">
                                          TODO
                                    </td>
                                    <td align="right">TODO</td>
                              </tr>

                  </xsl:for-each>

                        <tr>
                        <td colspan="2">
                              Grand Total <xsl:value-of select="@Description"/>
                        </td>
                        <td align="right">
                              <xsl:value-of select="format-number(sum(//NAV/Funds/Fund/SubFund/ClosingCapital), '###,##0')" />
                        </td>
                              <td align="right">
                                    TODO
                              </td>
                              <td align="right">TODO</td>
                  </tr>
                  </table>

            </body>
</html>
</xsl:template>

</xsl:stylesheet>

I need to add to this XSL file:
-the total by Fund of the Closing Capital (Converted) column
-the grand total for all funds of the Closing Capital (Converted) column
-calculate the % of Grand total column (which is the Closing Capital (Converted) value / Grand Total converted

Any ideas?

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Question Stats

Zone: Web Development

Question Asked By: emoreau

Solution Provided By: Gertone

Participating Experts: 1

Solution Grade: A

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01.23.2008 at 08:10AM PST, ID: 20724487

Rank: Genius

Gertone:

You need to add some recursion to the mix to get this done
(this is a lot easier in XSLT2.0)

Note that I got rid of the nested for-each constructs.
It is a lot easier to maintain, if you let XSLT do the work instead of doing it yourself

<?xml version="1.0" encoding="utf-8"?>

<xsl:stylesheet
version="1.0"
xmlns:xsl="http://www.w3.org/1999/XSL/Transform"
xmlns:msxsl="urn:schemas-microsoft-com:xslt"
exclude-result-prefixes="msxsl"
>

<xsl:template match="/">
<html>
<body>
<h2>
<xsl:value-of select="NAV/Funds/@Description" />
</h2>
<xsl:value-of select="NAV/Funds/@Date" />
<br />
<br />
<br />
<table border="1">
<xsl:apply-templates select="NAV/Funds/Fund"/>
<tr>
<td colspan="2">
Grand Total
</td>
<td align="right">
<xsl:value-of select="format-number(sum(//NAV/Funds/Fund/SubFund/ClosingCapital), '###,##0')" />
</td>
<td align="right">
TODO
</td>
<td align="right">TODO</td>
</tr>
</table>
</body>
</html>
</xsl:template>

<xsl:template match="Fund">
<xsl:variable name="totalConvertedPerFund">
<xsl:call-template name="collectFundTotal">
<xsl:with-param name="thisSubFund" select="SubFund[1]"/>
<xsl:with-param name="curTot" select="0"/>
</xsl:call-template>
</xsl:variable>
<tr>
<td colspan="5">
<xsl:value-of select="@Description"/>
</td>
</tr>
<tr>
<td>Fund Name</td>
<td>Valuation Date</td>
<td>Closing Capital</td>
<td>Closing Capital (Converted)</td>
<td>% of Grand Total</td>
</tr>
<xsl:variable name="FundTotal" select="SubFund/ClosingCapital"></xsl:variable>
<xsl:variable name="FundTotalConverted" select="$FundTotal"></xsl:variable>
<xsl:variable name="XRate" select="@XRate"></xsl:variable>
<xsl:apply-templates select="SubFund"/>
<tr>
<td colspan="2">Total <xsl:value-of select="@Description"/></td>
<td align="right">
<xsl:value-of select="format-number(sum($FundTotal), '###,##0')" />
</td>
<td align="right">
<xsl:value-of select="format-number($totalConvertedPerFund, '###,##0')" />
</td>
<td align="right">TODO</td>
</tr>
</xsl:template>

<xsl:template match="SubFund">
<xsl:variable name="Converted" select="ClosingCapital div ../@XRate"></xsl:variable>
<tr>
<td>
<xsl:value-of select="@Description" />
</td>
<td>
<xsl:value-of select="ValuationDate" />
</td>
<td align="right">
<xsl:value-of select="format-number(ClosingCapital, '###,##0')" />
</td>
<td align="right">
<xsl:value-of select="format-number(ClosingCapital div XRate, '###,##0')" />
</td>
<td align="right">
TODO
</td>
</tr>
</xsl:template>

<xsl:template name="collectFundTotal">
<xsl:param name="thisSubFund"/>
<xsl:param name="curTot"/>
<xsl:param name="newTot" select="$curTot + $thisSubFund/ClosingCapital div $thisSubFund/XRate"/>
<xsl:choose>
<xsl:when test="$thisSubFund/following-sibling::SubFund">
<xsl:call-template name="collectFundTotal">
<xsl:with-param name="thisSubFund" select="$thisSubFund/following-sibling::SubFund[1]"/>
<xsl:with-param name="curTot" select="$newTot"/>
</xsl:call-template>
</xsl:when>
<xsl:otherwise>
<xsl:value-of select="$newTot"/>
</xsl:otherwise>
</xsl:choose>

</xsl:template>
</xsl:stylesheet>

I will look at the other tasks next, try to understand what I did
- the recursion for the total
- breaking up the code in different templates

cheers

Geert

01.23.2008 at 08:21AM PST, ID: 20724622

Rank: Genius

Gertone:

Here is the full result,
I put the calculation of the percentage in a named template, for if you want to change the style

<?xml version="1.0" encoding="utf-8"?>

<xsl:stylesheet
version="1.0"
xmlns:xsl="http://www.w3.org/1999/XSL/Transform"
xmlns:msxsl="urn:schemas-microsoft-com:xslt"
exclude-result-prefixes="msxsl"
>

<xsl:variable name="totalConvertedGrand">
<xsl:call-template name="collectGrandTotal">
<xsl:with-param name="thisSubFund" select="//SubFund[1]"/>
<xsl:with-param name="curTot" select="0"/>
</xsl:call-template>
</xsl:variable>

<xsl:template match="/">
<html>
<body>
<h2>
<xsl:value-of select="NAV/Funds/@Description" />
</h2>
<xsl:value-of select="NAV/Funds/@Date" />
<br />
<br />
<br />
<table border="1">
<xsl:apply-templates select="NAV/Funds/Fund"/>
<tr>
<td colspan="2">
Grand Total
</td>
<td align="right">
<xsl:value-of select="format-number(sum(//NAV/Funds/Fund/SubFund/ClosingCapital), '###,##0')" />
</td>
<td align="right">
<xsl:value-of select="format-number($totalConvertedGrand, '###,##0')" />
</td>
<td align="right">
</td>
</tr>
</table>
</body>
</html>
</xsl:template>

<xsl:template match="Fund">
<xsl:variable name="totalConvertedPerFund">
<xsl:call-template name="collectFundTotal">
<xsl:with-param name="thisSubFund" select="SubFund[1]"/>
<xsl:with-param name="curTot" select="0"/>
</xsl:call-template>
</xsl:variable>
<tr>
<td colspan="5">
<xsl:value-of select="@Description"/>
</td>
</tr>
<tr>
<td>Fund Name</td>
<td>Valuation Date</td>
<td>Closing Capital</td>
<td>Closing Capital (Converted)</td>
<td>% of Grand Total</td>
</tr>
<xsl:variable name="FundTotal" select="SubFund/ClosingCapital"></xsl:variable>
<xsl:variable name="FundTotalConverted" select="$FundTotal"></xsl:variable>
<xsl:variable name="XRate" select="@XRate"></xsl:variable>
<xsl:apply-templates select="SubFund"/>
<tr>
<td colspan="2">Total <xsl:value-of select="@Description"/></td>
<td align="right">
<xsl:value-of select="format-number(sum($FundTotal), '###,##0')" />
</td>
<td align="right">
<xsl:value-of select="format-number($totalConvertedPerFund, '###,##0')" />
</td>
<td align="right">
<xsl:call-template name="getPercentage">
<xsl:with-param name="val" select="$totalConvertedPerFund"/>
</xsl:call-template>
</td>
</tr>
</xsl:template>

<xsl:template match="SubFund">
<xsl:variable name="Converted" select="ClosingCapital div ../@XRate"></xsl:variable>
<tr>
<td>
<xsl:value-of select="@Description" />
</td>
<td>
<xsl:value-of select="ValuationDate" />
</td>
<td align="right">
<xsl:value-of select="format-number(ClosingCapital, '###,##0')" />
</td>
<td align="right">
<xsl:value-of select="format-number(ClosingCapital div XRate, '###,##0')" />
</td>
<td align="right">
<xsl:call-template name="getPercentage">
<xsl:with-param name="val" select="ClosingCapital div XRate"/>
</xsl:call-template>
</td>
</tr>
</xsl:template>

<xsl:template name="collectFundTotal">
<xsl:param name="thisSubFund"/>
<xsl:param name="curTot"/>
<xsl:param name="newTot" select="$curTot + $thisSubFund/ClosingCapital div $thisSubFund/XRate"/>
<xsl:choose>
<xsl:when test="$thisSubFund/following-sibling::SubFund">
<xsl:call-template name="collectFundTotal">
<xsl:with-param name="thisSubFund" select="$thisSubFund/following-sibling::SubFund[1]"/>
<xsl:with-param name="curTot" select="$newTot"/>
</xsl:call-template>
</xsl:when>
<xsl:otherwise>
<xsl:value-of select="$newTot"/>
</xsl:otherwise>
</xsl:choose>
</xsl:template>

<xsl:template name="collectGrandTotal">
<xsl:param name="thisSubFund"/>
<xsl:param name="curTot"/>
<xsl:param name="newTot" select="$curTot + $thisSubFund/ClosingCapital div $thisSubFund/XRate"/>
<xsl:choose>
<xsl:when test="$thisSubFund/following::SubFund">
<xsl:call-template name="collectGrandTotal">
<xsl:with-param name="thisSubFund" select="$thisSubFund/following::SubFund[1]"/>
<xsl:with-param name="curTot" select="$newTot"/>
</xsl:call-template>
</xsl:when>
<xsl:otherwise>
<xsl:value-of select="$newTot"/>
</xsl:otherwise>
</xsl:choose>
</xsl:template>

<xsl:template name="getPercentage">
<xsl:param name="val"/>
<xsl:value-of select="format-number($val div $totalConvertedGrand * 100, '###.00')" />
</xsl:template>

</xsl:stylesheet>

Accepted Solution

emoreau

01.23.2008 at 10:13AM PST, ID: 20725766

Many thanks. I will read it carefully to try to understand every parts of it.

Gertone

01.23.2008 at 10:14AM PST, ID: 20725785

welcome,
don't hesitate to ask if things are unclear

emoreau

01.23.2008 at 10:24AM PST, ID: 20725915

You said:
>>(this is a lot easier in XSLT2.0)

How easier? What is required to use it?

This XSLT file is used by a VB.Net application using the XslCompiledTransform class. The current version is working with the XslCompiledTransform class.

Gertone

01.23.2008 at 10:49AM PST, ID: 20726138

Your option would be to download and use Saxon .NET (www.saxonica.com)
use the Saxon9B, which is open source and downloadable via SourceForge

This requires some fiddling before it works in VB.NET
Since the above works, there is no hard reason for changing

cheers

Geert

20080236-EE-VQP-29 / EE_QW_2_20070628