Weighted vendor scorecard

How it works

1. Define the criteria

   Use the same rating scale for every vendor.

2. Apply the weights

   Calculate quality at 50%, delivery at 30% and support at 20%.

3. Keep review authority

   Treat the result as discussion evidence rather than purchase approval.

The example below shows the document API and layout used for this report. Follow the Excel guide for package setup in your own project.

using OfficeIMO.Drawing;
using OfficeIMO.Excel;

namespace OfficeIMO.Examples.Showcase.Workflows {
    /// <summary>Creates an editable vendor evaluation scorecard with visible calculations and a native range preview.</summary>
    internal static class VendorComparison {
        internal static void Create(string folder) {
            using var document = ExcelDocument.Create(Path.Combine(folder, "example.xlsx"));
            var sheet = document.AddWorksheet("Evaluation");
            sheet.SetColumnWidth(1, 29);
            for (int column = 2; column <= 5; column++) sheet.SetColumnWidth(column, 22);
            sheet.MergeRange("A1:E1"); sheet.Cell(1, 1, "Vendor evaluation scorecard");
            sheet.CellFontSize(1, 1, 22); sheet.CellBold(1, 1, true); sheet.CellFontColor(1, 1, "17365D");
            sheet.MergeRange("A2:E2"); sheet.Cell(2, 1, "Weighted scoring / higher scores are better / synthetic offers");
            string[] headers = { "Vendor", "Quality (50%)", "Delivery (30%)", "Support (20%)", "Weighted score" };
            for (int column = 1; column <= 5; column++) sheet.Cell(4, column, headers[column - 1]);
            string[] vendors = { "Cedar Services", "Harbour Systems", "Juniper Partners" };
            int[,] scores = { { 4, 3, 5 }, { 3, 5, 4 }, { 5, 4, 3 } };
            for (int index = 0; index < vendors.Length; index++) {
                int row = index + 5; sheet.Cell(row, 1, vendors[index]);
                for (int column = 2; column <= 4; column++) sheet.Cell(row, column, scores[index, column - 2]);
                sheet.CellFormula(row, 5, $"B{row}*0.5+C{row}*0.3+D{row}*0.2"); sheet.FormatCell(row, 5, "0.00");
            }
            sheet.AddTable("A4:E7", true, "VendorScores", ExcelTableStyle.TableStyleMedium2);
            sheet.ValidationWholeNumber("B5:D7", ExcelDataValidationOperator.Between, 1, 5);
            sheet.MergeRange("A10:E10"); sheet.Cell(10, 1, "Scoring guide: 1 = limited evidence; 3 = meets need; 5 = strong evidence.");
            sheet.MergeRange("A12:E12"); sheet.Cell(12, 1, "Weights sum to 100%. Keep evidence and conflicts of interest in the review record.");
            sheet.MergeRange("A13:E13"); sheet.Cell(13, 1, "Scores support review; they do not approve a purchase.");
            sheet.SetGridlinesVisible(false);
            for (int row = 1; row <= 16; row++) {
                sheet.SetRowHeight(row, row == 1 ? 34 : row == 3 ? 12 : 25);
                for (int column = 1; column <= 5; column++) {
                    sheet.CellFontName(row, column, "Carlito");
                    if (row > 1) sheet.CellFontSize(row, column, 11);
                }
            }
            sheet.SetRowHeight(4, 30);
            for (int column = 1; column <= 5; column++) {
                sheet.CellFontColor(4, column, "FFFFFF");
                sheet.CellBold(4, column, true);
                sheet.CellBackground(4, column, "17365D");
            }
            document.Calculate();
            document.InspectFormulas().EnsureAllSupported().EnsureAllHaveCachedResults().EnsureNoDependencyIssues();
            sheet.Range("A1:E14").ExportImage(OfficeImageExportFormat.Png, new ExcelImageExportOptions { ShowGridlines = false })
                .Save(Path.Combine(folder, "preview.png"), OfficeImageExportFileConflictPolicy.Replace);
            document.Save();
        }
    }
}

Use this in your project

Agree criteria and weights before scoring, retain the supporting evidence and review conflicts of interest.

The Excel guide explains package setup and related document APIs.

Continue with another example

• ExcelBudget scenario comparison
• ExcelPricing with named ranges