Load finance document with options

GroupDocs.Conversion provides FinanceLoadOptions to control how source finance documents are processed. Finance documents include XBRL (eXtensible Business Reporting Language) and iXBRL (inline XBRL) files used for financial reporting.

The following options are available:

OptionDescription
FormatThe document type is auto-detected during loading, but you can explicitly specify the source format. Available options are: Xbrl, IXbrl

Load XBRL document

The following code snippet shows how to load an XBRL document with explicit format specification:

With v24.10 and later:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions
{
    Format = FinanceFileType.Xbrl
};

using (Converter converter = new Converter("financial-report.xbrl", getLoadOptions))
{
    SpreadsheetConvertOptions options = new SpreadsheetConvertOptions();
    converter.Convert("financial-report.xlsx", options);
}

Before v24.10:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions
{
    Format = FinanceFileType.Xbrl
};

using (Converter converter = new Converter("financial-report.xbrl", getLoadOptions))
{
    SpreadsheetConvertOptions options = new SpreadsheetConvertOptions();
    converter.Convert("financial-report.xlsx", options);
}

Load iXBRL document

The following code snippet shows how to load an iXBRL (inline XBRL) document:

With v24.10 and later:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions
{
    Format = FinanceFileType.IXbrl
};

using (Converter converter = new Converter("financial-statement.ixbrl", getLoadOptions))
{
    SpreadsheetConvertOptions options = new SpreadsheetConvertOptions();
    converter.Convert("financial-statement.xlsx", options);
}

Before v24.10:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions
{
    Format = FinanceFileType.IXbrl
};

using (Converter converter = new Converter("financial-statement.ixbrl", getLoadOptions))
{
    SpreadsheetConvertOptions options = new SpreadsheetConvertOptions();
    converter.Convert("financial-statement.xlsx", options);
}

Convert finance document to CSV

The following code snippet shows how to load an XBRL document and convert it to CSV format:

With v24.10 and later:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions
{
    Format = FinanceFileType.Xbrl
};

using (Converter converter = new Converter("quarterly-report.xbrl", getLoadOptions))
{
    SpreadsheetConvertOptions options = new SpreadsheetConvertOptions
    {
        Format = SpreadsheetFileType.Csv
    };
    converter.Convert("quarterly-report.csv", options);
}

Before v24.10:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions
{
    Format = FinanceFileType.Xbrl
};

using (Converter converter = new Converter("quarterly-report.xbrl", getLoadOptions))
{
    SpreadsheetConvertOptions options = new SpreadsheetConvertOptions
    {
        Format = SpreadsheetFileType.Csv
    };
    converter.Convert("quarterly-report.csv", options);
}

Convert between finance formats

The following code snippet shows how to convert from iXBRL to XBRL:

With v24.10 and later:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions
{
    Format = FinanceFileType.IXbrl
};

using (Converter converter = new Converter("annual-report.ixbrl", getLoadOptions))
{
    FinanceConvertOptions options = new FinanceConvertOptions
    {
        Format = FinanceFileType.Xbrl
    };
    converter.Convert("annual-report.xbrl", options);
}

Before v24.10:

using GroupDocs.Conversion;
using GroupDocs.Conversion.FileTypes;
using GroupDocs.Conversion.Options.Convert;
using GroupDocs.Conversion.Options.Load;

Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions
{
    Format = FinanceFileType.IXbrl
};

using (Converter converter = new Converter("annual-report.ixbrl", getLoadOptions))
{
    FinanceConvertOptions options = new FinanceConvertOptions
    {
        Format = FinanceFileType.Xbrl
    };
    converter.Convert("annual-report.xbrl", options);
}
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