Walkthrough: Developing a Managed-Code UDF

Applies to: SharePoint Server 2010

This walkthrough describes the process for developing Excel Services user-defined functions (UDFs) using Microsoft Visual C#.

During this walkthrough, you will learn how to:

  • Create a project using the Microsoft Visual Studio 2005 class library project template.

  • Add a reference to Microsoft.Office.Excel.Server.Udf.dll.

  • Write UDFs for use in Excel Services.

  • Create a workbook to call custom functions from cells.

  • Test and run UDFs in Excel Services.


In order to complete this walkthrough, you will need:

  • Microsoft SharePoint Server 2010.


    The easiest way to get all you need on the server is to do a basic, stand-alone install. All you need to add on top of that is a trusted location.

  • Excel.

  • Visual Studio or a similar Microsoft .NET Framework-compatible development tool.

  • To enable running the UDF assembly.

  • A trusted SharePoint document library in which to store a workbook, and to allow the workbook to call UDFs by setting the AllowUdfs value to true.

  • A sample workbook that calls the UDF stored in a trusted SharePoint document library.

  • Permissions to view and publish a workbook to a SharePoint document library.


    For more information about setting permissions, see the Windows SharePoint Services 3.0 documentation.

  • To create the workbook using Excel.

  • To save the workbook as an .xlsx or .xlsb file.


    For more information about how to trust a location, how to enable UDFs, and how to set the AllowUdfs flag, see Step 3: Deploying and Enabling UDFs.

See Also


Step 1: Creating a Project and Adding a UDF Reference

Step 2: Creating a Managed-Code UDF

Step 3: Deploying and Enabling UDFs

Step 4: Testing and Calling UDFs from Cells

Walkthrough: Developing a Custom Application Using Excel Web Services

How to: Create a UDF That Calls a Web Service


Understanding Excel Services UDFs