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Export "Customer Segmentation Report" to Excel with Java (Formula & Calculated Reports)

JQuick-ExcelFormula & Calculated Reports

Formula & Calculated ReportsScene 0006

Annual transaction amounts and contribution shares for A/B/C-tier customers, with a total row at the end. Implemented declaratively in pure XML — no Java business code required.

Download the Excel fileView raw XML configBack to all demos

Customer Segmentation Report — Formula & Calculated Reports
Full screenshot of the exported xlsx

About this demo

This demo exports the "Customer Segmentation Report" workbook: 1 data sheet(s); MAPPING over 5 columns (客户编码, 客户名称, 客户等级, 年度成交额, 贡献占比), 8 formula(s), 1 style rule(s). On the Java side it builds 6 data rows and calls exportCustomerTier() once — everything else is driven by the config.

It belongs to the "Formula & Calculated Reports" group: FORMULAS — inline expressions and aggregate functions such as Quantity × Unit Price or Balance = Receivable − Received, with SUM totals on the last row.

What you can copy from this page

  • The complete Java test class (58 lines, runnable as-is)
  • The complete XML config (30 lines: mapping, formulas, styles, charts and every other rule)
  • The exported xlsx file (real output, comparable with the preview above)

Related searches: Java export Excel formulas, Java Excel SUM formula export, Apache POI write formula example, Java computed column export, export Customer Segmentation Report to Excel with Java

Output specs

Scene no.
0006
Group
Formula & Calculated Reports
Config lines
30
Source lines
58

Java source · Formulas0006CustomerTierReportDemo.java

This is the complete test class that produced the Excel file above — copy it and run as-is. Java only builds the data rows; all statistics and styling live in the XML config.

package com.github.paohaijiao.biz.formulas;

import com.github.paohaijiao.statement.JQuickRow;
import com.github.paohaijiao.xml.ex.JQuickExcelExportXmlParseFactory;
import com.github.paohaijiao.xml.factory.JQuickFactory;
import com.github.paohaijiao.xml.factory.JQuickXmlFactory;
import com.github.paohaijiao.xml.handler.JQuickParseHandler;
import org.junit.Test;

import java.io.File;
import java.io.FileOutputStream;
import java.io.OutputStream;
import java.util.ArrayList;
import java.util.List;

public class Formulas0006CustomerTierReportDemo {

    private static final String XML = "jquick/biz/formulas/0006_formulas_customer-tier-report.xml";

    /** 导出:5 个分层客户 + 1 行合计,回读校验占比公式与合计行样式。 */
    @Test
    public void exportCustomerTier() throws Exception {
        List<JQuickRow> rows = new ArrayList<>();
        rows.add(detail("C001", "华兴科技", "A", 1200000));
        rows.add(detail("C002", "中远集团", "A", 980000));
        rows.add(detail("C003", "联创电子", "B", 560000));
        rows.add(detail("C004", "恒力机械", "B", 430000));
        rows.add(detail("C005", "小微商贸", "C", 120000));
        JQuickRow total = new JQuickRow();
        total.put("a", "合计");
        total.put("b", null);
        total.put("c", null);
        total.put("d", null);
        total.put("e", null);
        rows.add(total);

        File out = new File("D:/test/excel/biz/formulas/0006_formulas_customer-tier-report.xlsx");
        try (OutputStream os = new FileOutputStream(out)) {
            JQuickParseHandler parser = new JQuickExcelExportXmlParseFactory("lavenderPurple", rows, os);
            JQuickFactory factory = new JQuickXmlFactory(parser, XML);
            Formulas0006CustomerTierReportService service = factory.createApi(Formulas0006CustomerTierReportService.class);
            service.exportCustomerTier("field", "value");
        }

    }

    /** 构造一条客户分层明细(a=客户编码,b=客户名称,c=客户等级,d=年度成交额;e=贡献占比由 FORMULAS 计算,占位保列)。 */
    private static JQuickRow detail(String code, String name, String tier, double amount) {
        JQuickRow row = new JQuickRow();
        row.put("a", code);
        row.put("b", name);
        row.put("c", tier);
        row.put("d", amount);
        row.put("e", null);
        return row;
    }
}

Minimal invocation (4 lines)

The core is these four lines: hand the rows to the parser, the parser to the factory, get a typed Service and call it. Copy them straight into your project.

// rows 由业务代码构造(List<JQuickRow>),os 为输出流,见下方完整源码
JQuickParseHandler parser = new JQuickExcelExportXmlParseFactory("lavenderPurple", rows, os);
JQuickFactory factory = new JQuickXmlFactory(parser, XML);
Formulas0006CustomerTierReportService service = factory.createApi(Formulas0006CustomerTierReportService.class);

XML config · 0006_formulas_customer-tier-report.xml

Formats (FORMAT), formulas (FORMULAS) and styles (STYLE) are all declared in this XML, fully decoupled from the Java code. The full config is below — copy it as-is.

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE excels PUBLIC "-//PAOHAIJIAO//DTD API EXCEL 1.0//EN"
        "classpath:paohaijiao/dtd/Jquick-excel.dtd">
<excels namespace="com.github.paohaijiao.biz.formulas.Formulas0006CustomerTierReportService">

    <!-- 导出:客户分层报表 -->
    <excel name="exportCustomerTier" returnClass="void">
        <![CDATA[
            EXPORT WITH SHEET="客户分层报表", HEADER=true,
                MAPPING={"a":"客户编码","b":"客户名称","c":"客户等级","d":"年度成交额","e":"贡献占比"},
                FORMAT={"d":"#,##0.00","e":"0.00%"},
                FORMULAS={
                    E2:'D2/SUM(D2:D6)',E3:'D3/SUM(D2:D6)',E4:'D4/SUM(D2:D6)',
                    E5:'D5/SUM(D2:D6)',E6:'D6/SUM(D2:D6)',
                    D7:'SUM(D2:D6)',E7:'SUM(E2:E6)'
                },
                STYLE={ROW 7:{bold:true,fillPattern:solid_foreground,fillForegroundColor:lightYellow,alignment:right,verticalAlignment:center}}
        ]]>
    </excel>

    <!-- 导入解析:读取导出的客户分层报表 -->
    <excel name="importCustomerTier" returnClass="java.util.List">
        <![CDATA[
            IMPORT WITH SHEET="客户分层报表", HEADER=true,
                MAPPING={"客户编码":"code","客户名称":"name","客户等级":"tier","年度成交额":"amount","贡献占比":"ratio"}
        ]]>
    </excel>

</excels>

More demos in this group

The Excel file, preview image, XML config and source code on this page were all produced by a real JQuick-Excel run and are free to copy into your own project.