avik        2005/05/13 07:52:42

  Modified:    src/documentation/content/xdocs/hssf book.xml
  Added:       src/documentation/content/xdocs/hssf eval-devguide.xml
                        eval.xml
  Log:
  documentation for formula Evaluation. Thanks Amol!
  
  Revision  Changes    Path
  1.7       +2 -0      jakarta-poi/src/documentation/content/xdocs/hssf/book.xml
  
  Index: book.xml
  ===================================================================
  RCS file: 
/home/cvs/jakarta-poi/src/documentation/content/xdocs/hssf/book.xml,v
  retrieving revision 1.6
  retrieving revision 1.7
  diff -u -r1.6 -r1.7
  --- book.xml  9 Apr 2004 13:05:09 -0000       1.6
  +++ book.xml  13 May 2005 14:52:42 -0000      1.7
  @@ -15,6 +15,8 @@
           <menu-item label="Quick Guide" href="quick-guide.html"/>
           <menu-item label="HOWTO" href="how-to.html"/>
           <menu-item label="Formula Support" href="formula.html" />
  +        <menu-item label="Formula Evaluation" href="eval.html" />
  +             <menu-item label="Eval Dev Guide" href="eval-devguide.html" />
           <menu-item label="Use Case" href="use-case.html"/>
           <menu-item label="Pictorial Docs" href="diagrams.html"/>
           <menu-item label="Alternatives" href="alternatives.html"/>
  
  
  
  1.1                  
jakarta-poi/src/documentation/content/xdocs/hssf/eval-devguide.xml
  
  Index: eval-devguide.xml
  ===================================================================
  <?xml version="1.0" encoding="UTF-8"?>
  <!-- Copyright (C) 2005 The Apache Software Foundation. All rights reserved. 
-->
  <!DOCTYPE document PUBLIC "-//APACHE//DTD Documentation V1.1//EN" 
"../dtd/document-v11.dtd">
  
  <document>
      <header>
          <title>Developing Formula Evaluation</title>
          <authors>
                        <person email="[EMAIL PROTECTED]" name="Amol Deshmukh" 
id="AD"/>
          </authors>
      </header>
      <body>
        <section><title>Introduction</title>
                <p>This document is for developers wishing to contribute to the 
                        FormulaEvaluator API functionality.</p>
                <p>Currently, contribution is desired for implementing the 
standard MS 
                        excel functions. Place holder classes for these have 
been created, 
                        contributors only need to insert implementation for the 
                        individual "evaluate()" methods that do the actual 
evaluation.</p>
        </section>
        <section><title>Overview of FormulaEvaluator </title>
                <p>Briefly, a formula string (along with the sheet and workbook 
that 
                        form the context in which the formula is evaluated) is 
first parsed 
                        into RPN tokens using the FormulaParser class in 
POI-HSSF main. 
                        (If you dont know what RPN tokens are, now is a good 
time to 
                        read <link 
href="http://www-stone.ch.cam.ac.uk/documentation/rrf/rpn.html";>
                        this</link>.) 
                </p>
                <section><title> The big picture</title>
                        <p>RPN tokens are mapped to Eval classes. (Class 
hierarchy for the Evals 
                                is best understood if you view the class 
diagram in a class diagram 
                                viewer.) Depending on the type of RPN token 
(also called as Ptgs 
                                henceforth since that is what the FormulaParser 
calls the classes) a 
                                specific type of Eval wrapper is constructed to 
wrap the RPN token and 
                                is pushed on the stack.... UNLESS the Ptg is an 
OperationPtg. If it is an 
                                OperationPtg, an OperationEval instance is 
created for the specific 
                                type of OperationPtg. And depending on how many 
operands it takes, 
                                that many Evals are popped of the stack and 
passed in an array to 
                                the OperationEval instance's evaluate method 
which returns an Eval 
                                of subtype ValueEval.Thus an operation in the 
formula is evaluated. </p>
                                <note> An Eval is of subinterface ValueEval or 
OperationEval. 
                                Operands are always ValueEvals, Operations are 
always OperationEvals.</note> 
                                <p><code>OperationEval.evaluate(Eval[])</code> 
returns an Eval which is supposed 
                                to be of type ValueEval (actually since 
ValueEval is an interface, 
                                the return value is instance of one of the 
implementations of 
                                ValueEval). The valueEval resulting from 
evaluate() is pushed on the 
                                stack and the next RPN token is evaluated.... 
this continues till 
                                eventually there are no more RPN tokens at 
which point, if the formula 
                                string was correctly parsed, there should be 
just one Eval on the 
                                stack - which contains the result of evaluating 
the formula.</p>
                        <p>Ofcourse I glossed over the details of how AreaPtg 
and ReferencePtg 
                                are handled a little differently, but the code 
should be self 
                                explanatory for that. Very briefly, the cells 
included in AreaPtg and 
                                RefPtg are examined and their values are 
populated in individual 
                                ValueEval objects which are set into the 
AreaEval and RefEval (ok, 
                                since AreaEval and RefEval are interfaces, the 
implementations of 
                                AreaEval and RefEval - but you'll figure all 
that out from the code)</p>
                        <p>OperationEvals for the standard operators have been 
implemented and 
                                basic testing has been done </p>
                </section>
                <section><title> FunctionEval and FuncVarEval</title>
                        <p>FunctionEval is an abstract super class of 
FuncVarEval. The reason for this is that in the FormulaParser Ptg classes, 
there are two Ptgs, FuncPtg and FuncVarPtg. In my tests, I did not see FuncPtg 
being used so there is no corresponding FuncEval right now. But in case the 
need arises for a FuncVal class, FuncEval and FuncVarEval need to be isolated 
with a common interface/abstract class, hence FunctionEval.</p>
                        <p>FunctionEval also contains the mapping of which 
function class maps to which function index. This mapping has been done for all 
the functions, so all you really have to do is implement the evaluate method in 
the function class that has not already been implemented. The Function indexes 
are defined in AbstractFunctionPtg class in POI main.</p>
                </section>
        </section>
        <section><title>Walkthrough of an "evaluate()" implementation.</title>
                <p>So here is the fun part - lets walk through the 
implementation of the excel 
                        function... <strong>AVERAGE()</strong> </p>
                <section><title>The Code</title>
                <source>
  public Eval evaluate(Eval[] operands) {
      double d = 0;
      int count = 0;
      ValueEval retval = null;
      for (int i = 0, iSize = operands.length; i &lt; iSize; i++) {
          if (operands[i] == null) continue;
          if (operands[i] instanceof AreaEval) {
              AreaEval ap = (AreaEval) operands[i];
              Object[] values = ap.getValues();
              for (int j = 0, jSize = values.length; j &lt; jSize; j++) {
                  if (values[j] == null) continue;
                  if (values[j] instanceof NumberEval) {
                  //inside areas, ignore bools
                      d += ((NumberEval) values[j]).getNumberValue();
                      count++;
                  }
                  else if (values[j] instanceof RefEval) {
                      RefEval re = (RefEval) values[j];
                      ValueEval ve = re.getInnerValueEval();
                      if (ve != null &amp;&amp; ve instanceof NumberEval) {
                          d += ((NumberEval) ve).getNumberValue();
                          count++;
                      }
                  }
              }
          }
          else if (operands[i] instanceof NumericValueEval) { 
              // for direct operands evaluate bools
              NumericValueEval np = (NumericValueEval) operands[i];
              d += np.getNumberValue();
              count++;
          }
          else if (operands[i] instanceof RefEval) {
              RefEval re = (RefEval) operands[i];
              ValueEval ve = re.getInnerValueEval();
              if (ve instanceof NumberEval) { 
                  //if it is a reference, ignore bools
                  NumberEval ne = (NumberEval) ve;
                  d += ne.getNumberValue();
                  count++;
              }
          }
      }
  
      if (retval == null) {
          retval = (Double.isNaN(d)) ? 
            (ValueEval) ErrorEval.ERROR_503 : new NumberEval(d/count);
      }
      return retval;
  }
        </source>
                </section>
                <section><title>Implementation Details</title>
                <ul>
                        <li>The implementation of the AVERAGE function lives in 
package 
                                o.a.p.hssf.record.formula.functions named  
Average.java. 
                                (Every excel function has a corresponding java 
source file 
                                in the above package) </li>
                        <li>If you open the file for a function thats not yet 
implemented, you will see one un-implemented method: 
                                <code>public Eval evaluate(Eval[] operands) 
{}</code> </li>
                        <li>Since the excel Average() function can take 1 or 
more operands, we iterate over all operands that are passed in the evaluate 
method:
                                <code>for (int i=0, iSize=operands.length; 
i&lt;iSize; i++) {...}</code></li>
                        <li>inside the loop, you will do the following
                                <ol>
                                        <li>Do a null check: <code>if 
(operands[i] == null) continue;</code></li>
                                        <li>Figure out the actual subtype of 
ValueEval that the operands 
                                                implements. The possible types 
that you will encounter in an 
                                                evaluate() are: NumberEval, 
BoolEval, StringEval, ErrorEval, 
                                                AreaEval, RefEval, 
BlankEval.</li>
                                        <li>Implement the function. See the 
next section for some
                                                caveats on implementing the 
Excel semantics. </li>
                                </ol>
                        </li>
                        <li>Finally before returning the NumberEval wrapping 
the double value that 
                                you computed, do one final check to see if the 
double is a NaN, 
                                if it is return ErrorEval.ERROR_503 (see the 
javadoc in ErrorEval.java 
                                for description of error codes - it is html so 
you might as well 
                                generate the javadocs)</li>
                        
                </ul>
                </section>
                <section><title>Modelling Excel Semantics</title>
                        <p>Strings are ignored. Booleans are ignored!!! (damn 
Oo.o!  I was almost misled here - nevermind). Actually here's the info on 
Bools: 
                                if you have formula: "=TRUE+1", it evaluates to 
2. 
                                So also, when you use TRUE like this: 
"=SUM(1,TRUE)", you see the result is: 2. 
                                So TRUE means 1 when doing numeric 
calculations, right? 
                                Wrong!
                                Because when you use TRUE in referenced cells 
with arithmetic functions, it evaluates to blank - meaning it is not evaluated 
- as if it was string or a blank cell. 
                                eg. "=SUM(1,A1)" when A1 is TRUE evaluates to 1.
                                So you have to do this kind of check for every 
possible data type as a function argument for any function before you 
understand the behaviour of the function. The operands can be entered in excel 
as comma separated or as a region specified like: A2:D4. Regions are treated as 
a single token by the parser hence we have AreaEval which stores the ValueEval 
at each cell in a region in a 1D array. So in our function if the operand is of 
type AreaEval we need to get the array of ValueEvals in the region of the 
AreaEval and iterate over each of them as if each of them were individual 
operands to the AVERAGE function. 
                                </p>
                        <p>Thus, since sometimes, Excel treats 
                                                Booleans as the numbers 0 and 1 
(for F and T respectively). 
                                                Hence BoolEval and NumberEval 
both implement a common interface: 
                                                NumericValueEval (since numbers 
and bools are also valid string 
                                                values, they also implement 
StringValueEval interface which is 
                                                also implemented by 
StringEval).</p>
                        <p>
                        The ValueEval inside an AreaEval can be one of: 
                                NumberEval, BoolEval, StringEval, ErrorEval, 
BlankEval. 
                        So you must handle each of these cases. 
                        Similarly, RefEvals have a property: innerValueEval 
that returns the ValueEval at the referenced cell. The ValueEval inside a 
RefEval can be one of: NumberEval, BoolEval, StringEval, ErrorEval, BlankEval. 
So you must handle each of these cases  - see how excel treats each one of them.
                        </p>                            
  
                </section>
        </section>
        <section><title>Testing Framework</title>
        <fixme author="AD">TODO! FormulaEval comes with a testing framework, 
where you add 
                formula's and their expected values to an Excel sheet, and the 
test code
                automatically validates them. Since this is still in flux, the 
docs
                will be put online once the system is stable </fixme>   
        </section>
        </body>
  </document>
  
  
  1.1                  jakarta-poi/src/documentation/content/xdocs/hssf/eval.xml
  
  Index: eval.xml
  ===================================================================
  <?xml version="1.0" encoding="UTF-8"?>
  <!-- Copyright (C) 2005 The Apache Software Foundation. All rights reserved. 
-->
  <!DOCTYPE document PUBLIC "-//APACHE//DTD Documentation V1.1//EN" 
"../dtd/document-v11.dtd">
  
  <document>
      <header>
          <title>Formula Evaluation</title>
          <authors>
                        <person email="[EMAIL PROTECTED]" name="Amol Deshmukh" 
id="AD"/>
          </authors>
      </header>
      <body>
                <section><title>Introduction</title>
                        <p>The POI formula evaluation code enables you to 
calculate the result of 
                                formulas in Excels sheets read-in, or created 
in POI. This document explains
                                how to use the API to evaluate your formulas. 
                        </p>
                        <warning> This code currently lives in Bugzilla as 
                                <link 
href="http://issues.apache.org/bugzilla/show_bug.cgi?id=34828";> 
                                bug 34828 </link>. It is expected to land in 
POI CVS in the scratchpad 
                                area soon.
                        </warning>
                </section>
                <section><title>Status</title>
                        <p>     The code currently provides implementations for 
all the arithmatic operators.
                                It also provides implementations for about 30 
built in 
                                functions in Excel. The framework however makes 
is easy to add 
                                implementation of new functions. See the <link 
href="eval-devguide.html"> Formula
                                evaluation development guide</link> for 
details. </p>
                        <p> Note that user-defined functions are not supported, 
and is not likely to done
                                any time soon... at least, not till there is a 
VB implementation in Java!
                        </p>
                </section>
                <section><title>User API How-TO</title>
                        <p>The following code demonstrates how to use the 
HSSFFormulaEvaluator 
                                in the context of other POI excel reading code.
                        </p>
                        <p>There are two ways in which you can use the 
HSSFFormulaEvalutator API.</p>
                        <section><title>Using 
HSSFFormulaEvaluator.<strong>evaluate</strong>(HSSFCell cell)</title>
                                <source>
  FileInputStream fis = new FileInputStream("c:/temp/test.xls");
  HSSFWorkbook wb = new HSSFWorkbook(fis);
  HSSFSheet sheet = wb.getSheetAt(0);
  HSSFFormulaEvaluator evaluator = new HSSFFormulaEvaluator(sheet, wb);
  
  // suppose your formula is in B3
  CellReference cellReference = new CellReference("B3"); 
  HSSFRow row = sheet.getRow(cellReference.getRow());
  HSSFCell cell = row.getCell(cellReference.getCol()); 
  String formulaString = c.getCellFormula();
  HSSFFormulaEvaluator.CellValue cellValue = 
          evaluator.evaluate(formulaString);
  
  switch (cellValue.getCellType()) {
        case HSSFCell.CELL_TYPE_BOOLEAN:
        System.out.println(cellValue.getBooleanCellValue());
        break;
        case HSSFCell.CELL_TYPE_NUMERIC:
        System.out.println(cellValue.getNumberCellValue());
        break;
        case HSSFCell.CELL_TYPE_STRING:
        System.out.println(cellValue.getStringCellValue());
        break;
        case HSSFCell.CELL_TYPE_BLANK:
        break;
        case HSSFCell.CELL_TYPE_ERROR:
        break;
  
        // CELL_TYPE_FORMULA will never happen
        case HSSFCell.CELL_TYPE_FORMULA: 
        break;
  }                             
                                </source>
                                <p>Thus using the retrieved value (of type 
                                        HSSFFormulaEvaluator.CellValue - a 
nested class) returned 
                                        by HSSFFormulaEvaluator is similar to 
using a HSSFCell object 
                                        containing the value of the formula 
evaluation. CellValue is 
                                        a simple value object and does not 
maintain reference 
                                        to the original cell.
                                </p>
                                
                        </section>
                        <section><title>Using 
HSSFFormulaEvaluator.<strong>evaluateInCell</strong>(HSSFCell cell)
                                </title>
                                <source>
  FileInputStream fis = new FileInputStream("c:/temp/test.xls");
  HSSFWorkbook wb = new HSSFWorkbook(fis);
  HSSFSheet sheet = wb.getSheetAt(0);
  HSSFFormulaEvaluator evaluator = new HSSFFormulaEvaluator(sheet, wb);
  
  // suppose your formula is in B3
  CellReference cellReference = new CellReference("B3"); 
  HSSFRow row = sheet.getRow(cellReference.getRow());
  HSSFCell cell = row.getCell(cellReference.getCol()); 
  String formulaString = c.getCellFormula();
  
  if (cell!=null) {
        switch (<strong>evaluator.evaluateInCell</strong>(cell).getCellType()) {
                case HSSFCell.CELL_TYPE_BOOLEAN:
                    System.out.println(cell.getBooleanCellValue());
                    break;
                case HSSFCell.CELL_TYPE_NUMERIC:
                    System.out.println(cell.getNumberCellValue());
                    break;
                case HSSFCell.CELL_TYPE_STRING:
                    System.out.println(cell.getStringCellValue());
                    break;
                case HSSFCell.CELL_TYPE_BLANK:
                    break;
                case HSSFCell.CELL_TYPE_ERROR:
                    System.out.println(cell.getErrorCellValue());
                    break;
                
                // CELL_TYPE_FORMULA will never occur
                case HSSFCell.CELL_TYPE_FORMULA: 
                    break;
        }
  }
                                        </source>
  
                                </section>
                </section>
                
                <section><title></title>
                        
                </section>
                
                <section><title>Performance Notes</title>
                        <ul>
                                <li>Generally you should have to create only 
one HSSFFormulaEvaluator 
                                        instance per sheet, but there really is 
no overhead in creating 
                                        multiple HSSFFormulaEvaluators per 
sheet other than that of the 
                                        HSSFFormulaEvaluator object creation. 
                                </li>
                                <li>Also note that HSSFFormulaEvaluator 
maintains a reference to 
                                        the sheet and workbook, so ensure that 
the evaluator instance 
                                        is available for garbage collection 
when you are done with it 
                                        (in other words don't maintain long 
lived reference to 
                                        HSSFFormulaEvaluator if you don't 
really need to - unless 
                                        all references to the sheet and 
workbook are removed, these 
                                        don't get garbage collected and 
continue to occupy potentially 
                                        large amounts of memory). 
                                </li>   
                                <li>CellValue instances however do not maintain 
reference to the 
                                        HSSFCell or the sheet or workbook, so 
these can be long-lived 
                                        objects without any adverse effect on 
performance.
                                </li>
                        </ul>
                </section>
        </body>
  </document>
  
  
  

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