Working with financial data often requires transforming complex and structured information into a format that can be analyzed and reported more effectively. One of the most common needs in business and finance is to convert XBRL files into Excel spreadsheets. XBRL files are widely used for financial reporting because they follow structured tagging standards, but they are not always easy to read for business users. On the other hand, Excel spreadsheets are simple, versatile, and can be used for advanced calculations, reporting, and analysis. By converting XBRL to Excel in C#, businesses can streamline financial workflows, reduce manual errors, and enable decision makers to work with data more efficiently.

Why Convert XBRL to Excel?

  • Excel files are easy to use and provide a familiar interface for business analysts and financial professionals.

  • Converting XBRL data into Excel enables advanced reporting, charting, and data visualization.

  • Excel makes it easier to share financial data with non-technical users across departments.

  • Automating the conversion using C# reduces manual efforts and ensures data integrity.

  • The process provides scalability for organizations that handle large amounts of financial data regularly.

  • Data stored in Excel format can be integrated with other tools such as Power BI or ERP systems for more advanced analysis.

Convert XBRL to Excel in C# - SDK Configuration

Conholdate.Total for .NET SDK provides an excellent way to perform such conversions directly in C#. This SDK makes it simple to load an XBRL file and export it into an XLSX format without any complicated steps. You can install it with the following NuGet command:

Install-Package Conholdate.Total

Convert XBRL to Excel in C#

The XBRL to Excel XLSX conversion process ensures that structured financial data is preserved accurately while giving users the flexibility of Excel. The following code snippet demonstrates how easily you can achieve this conversion.

// Load input XBRL file
XbrlDocument document = new XbrlDocument("IdScopeContextPeriodStartAfterEnd.xml");

// Set SaveOptions for output file
SaveOptions saveOptions = new SaveOptions();
saveOptions.SaveFormat = SaveFormat.XLSX;

// Convert XBRL file to XLSX Excel Worksheet format
document.Save("ConvertXbrlToXlsx_out.xlsx", saveOptions);

With this simple approach, developers can integrate financial data transformation into their applications without requiring additional manual processing. The generated Excel files can be used for reporting, auditing, and further analysis, making it a very practical solution for businesses of all sizes.

Conclusion

Converting XBRL files to Excel in C# is an effective way to transform structured financial data into a more usable and accessible format. With the help of Conholdate.Total for .NET SDK, the process becomes seamless and efficient. The SDK ensures that all financial details are preserved while delivering an Excel file that is ready for reporting, auditing, and decision making. Businesses that adopt this method benefit from automation, accuracy, and the power of Excel for financial analysis. By leveraging this approach, organizations can save time, reduce errors, and enhance their overall financial data management strategies.

See Also