Training coverage matrix

How it works

1. Build the matrix

   Place colleagues in rows and required modules in columns, with a dedicated calculated total.

2. Constrain the states

   Add a validation list with Not started, Scheduled and Complete so entries stay consistent.

3. Count completion

   Use COUNTIF for each person, SUM for the team total and a percentage cell for overall coverage.

This is the complete example file used to generate the download. The walkthrough runner creates the output directory and produces the additional previews.

using OfficeIMO.Drawing;
using OfficeIMO.Excel;

namespace OfficeIMO.Examples.Showcase.Workflows;

/// <summary>Combines validated completion states with per-person and team training counts.</summary>
internal static class TrainingMatrix {
    internal static void Create(string folder) {
        using ExcelDocument document = ExcelDocument.Create(Path.Combine(folder, "example.xlsx"));
        var sheet = document.AddWorksheet("Training");
        sheet.SetColumnWidth(1, 26);
        for (int column = 2; column <= 5; column++) sheet.SetColumnWidth(column, 21);
        sheet.MergeRange("A1:E1"); sheet.Cell(1, 1, "Team training coverage");
        sheet.CellFontSize(1, 1, 20); sheet.CellBold(1, 1, true); sheet.CellFontColor(1, 1, "17365D");
        sheet.MergeRange("A2:E2"); sheet.Cell(2, 1, "Three required modules / sample completion record");
        string[,] values = {
            { "Colleague", "Service basics", "Data handling", "Recovery", "Completed" },
            { "Maya Ellis", "Complete", "Complete", "Complete", "" },
            { "Leon Brooks", "Complete", "Scheduled", "Not started", "" },
            { "Sofia Chen", "Complete", "Complete", "Scheduled", "" },
            { "Amir Patel", "Scheduled", "Not started", "Not started", "" },
            { "Eva Morgan", "Complete", "Complete", "Complete", "" }
        };
        for (int row = 0; row < 6; row++) for (int column = 0; column < 5; column++) sheet.Cell(row + 4, column + 1, values[row, column]);
        for (int row = 5; row <= 9; row++) sheet.CellFormula(row, 5, $"COUNTIF(B{row}:D{row},\"Complete\")");
        sheet.AddTable("A4:E9", hasHeader: true, name: "Training", style: ExcelTableStyle.TableStyleMedium2);
        sheet.ValidationList("B5:D9", new[] { "Not started", "Scheduled", "Complete" });
        sheet.Cell(11, 1, "Completed modules"); sheet.CellFormula(11, 5, "SUM(E5:E9)");
        sheet.Cell(12, 1, "Required modules"); sheet.Cell(12, 5, 15);
        sheet.Cell(13, 1, "Completion rate"); sheet.CellFormula(13, 5, "E11/E12"); sheet.FormatCell(13, 5, "0%");
        sheet.CellBackground(13, 5, "E7F6ED"); sheet.CellBold(13, 5, true);
        document.Calculate();
        sheet.Range("A1:E15").ExportImage(OfficeImageExportFormat.Png).Save(Path.Combine(folder, "preview.png"), OfficeImageExportFileConflictPolicy.Replace);
        document.Save();
    }
}

Run it from the source checkout

Clone the OfficeIMO repository and run this command from its root with the .NET 10 SDK. The first run restores the example project's dependencies.

dotnet run --project OfficeIMO.Examples -f net10.0 -- --showcase-workflows --showcase-example excel-training-matrix

The files are written to OfficeIMO.Examples/bin/Debug/net10.0/Documents/Workflows/excel-training-matrix/. To use the example in your application, start with the Excel guide and its package setup.

Continue with another example

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