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| 1 | +--- |
| 2 | +id: load-finance-document-with-options |
| 3 | +url: conversion/net/load-finance-document-with-options |
| 4 | +title: Load finance document with options |
| 5 | +weight: 16 |
| 6 | +description: "Learn how to load and convert finance documents (XBRL, iXBRL) with advanced options using GroupDocs.Conversion for .NET API." |
| 7 | +keywords: Load finance document, Load and convert XBRL document, Load and convert iXBRL document, Load financial reporting files |
| 8 | +productName: GroupDocs.Conversion for .NET |
| 9 | +hideChildren: False |
| 10 | +toc: True |
| 11 | +--- |
| 12 | +[**GroupDocs.Conversion**](https://products.groupdocs.com/conversion/net) provides [FinanceLoadOptions](https://reference.groupdocs.com/conversion/net/groupdocs.conversion.options.load/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. |
| 13 | + |
| 14 | +The following options are available: |
| 15 | + |
| 16 | +| Option | Description | |
| 17 | +|--------|-------------| |
| 18 | +|**[Format](https://reference.groupdocs.com/conversion/net/groupdocs.conversion.options.load/financeloadoptions/format)** | The document type is auto-detected during loading, but you can explicitly specify the source format. Available options are: *Xbrl, IXbrl* | |
| 19 | + |
| 20 | +## Load XBRL document |
| 21 | + |
| 22 | +The following code snippet shows how to load an XBRL document with explicit format specification: |
| 23 | + |
| 24 | +With v24.10 and later: |
| 25 | + |
| 26 | +```csharp |
| 27 | +using GroupDocs.Conversion; |
| 28 | +using GroupDocs.Conversion.FileTypes; |
| 29 | +using GroupDocs.Conversion.Options.Convert; |
| 30 | +using GroupDocs.Conversion.Options.Load; |
| 31 | + |
| 32 | +Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions |
| 33 | +{ |
| 34 | + Format = FinanceFileType.Xbrl |
| 35 | +}; |
| 36 | + |
| 37 | +using (Converter converter = new Converter("financial-report.xbrl", getLoadOptions)) |
| 38 | +{ |
| 39 | + SpreadsheetConvertOptions options = new SpreadsheetConvertOptions(); |
| 40 | + converter.Convert("financial-report.xlsx", options); |
| 41 | +} |
| 42 | +``` |
| 43 | + |
| 44 | +Before v24.10: |
| 45 | + |
| 46 | +```csharp |
| 47 | +using GroupDocs.Conversion; |
| 48 | +using GroupDocs.Conversion.FileTypes; |
| 49 | +using GroupDocs.Conversion.Options.Convert; |
| 50 | +using GroupDocs.Conversion.Options.Load; |
| 51 | + |
| 52 | +Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions |
| 53 | +{ |
| 54 | + Format = FinanceFileType.Xbrl |
| 55 | +}; |
| 56 | + |
| 57 | +using (Converter converter = new Converter("financial-report.xbrl", getLoadOptions)) |
| 58 | +{ |
| 59 | + SpreadsheetConvertOptions options = new SpreadsheetConvertOptions(); |
| 60 | + converter.Convert("financial-report.xlsx", options); |
| 61 | +} |
| 62 | +``` |
| 63 | + |
| 64 | +## Load iXBRL document |
| 65 | + |
| 66 | +The following code snippet shows how to load an iXBRL (inline XBRL) document: |
| 67 | + |
| 68 | +With v24.10 and later: |
| 69 | + |
| 70 | +```csharp |
| 71 | +using GroupDocs.Conversion; |
| 72 | +using GroupDocs.Conversion.FileTypes; |
| 73 | +using GroupDocs.Conversion.Options.Convert; |
| 74 | +using GroupDocs.Conversion.Options.Load; |
| 75 | + |
| 76 | +Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions |
| 77 | +{ |
| 78 | + Format = FinanceFileType.IXbrl |
| 79 | +}; |
| 80 | + |
| 81 | +using (Converter converter = new Converter("financial-statement.ixbrl", getLoadOptions)) |
| 82 | +{ |
| 83 | + SpreadsheetConvertOptions options = new SpreadsheetConvertOptions(); |
| 84 | + converter.Convert("financial-statement.xlsx", options); |
| 85 | +} |
| 86 | +``` |
| 87 | + |
| 88 | +Before v24.10: |
| 89 | + |
| 90 | +```csharp |
| 91 | +using GroupDocs.Conversion; |
| 92 | +using GroupDocs.Conversion.FileTypes; |
| 93 | +using GroupDocs.Conversion.Options.Convert; |
| 94 | +using GroupDocs.Conversion.Options.Load; |
| 95 | + |
| 96 | +Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions |
| 97 | +{ |
| 98 | + Format = FinanceFileType.IXbrl |
| 99 | +}; |
| 100 | + |
| 101 | +using (Converter converter = new Converter("financial-statement.ixbrl", getLoadOptions)) |
| 102 | +{ |
| 103 | + SpreadsheetConvertOptions options = new SpreadsheetConvertOptions(); |
| 104 | + converter.Convert("financial-statement.xlsx", options); |
| 105 | +} |
| 106 | +``` |
| 107 | + |
| 108 | +## Convert finance document to CSV |
| 109 | + |
| 110 | +The following code snippet shows how to load an XBRL document and convert it to CSV format: |
| 111 | + |
| 112 | +With v24.10 and later: |
| 113 | + |
| 114 | +```csharp |
| 115 | +using GroupDocs.Conversion; |
| 116 | +using GroupDocs.Conversion.FileTypes; |
| 117 | +using GroupDocs.Conversion.Options.Convert; |
| 118 | +using GroupDocs.Conversion.Options.Load; |
| 119 | + |
| 120 | +Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions |
| 121 | +{ |
| 122 | + Format = FinanceFileType.Xbrl |
| 123 | +}; |
| 124 | + |
| 125 | +using (Converter converter = new Converter("quarterly-report.xbrl", getLoadOptions)) |
| 126 | +{ |
| 127 | + SpreadsheetConvertOptions options = new SpreadsheetConvertOptions |
| 128 | + { |
| 129 | + Format = SpreadsheetFileType.Csv |
| 130 | + }; |
| 131 | + converter.Convert("quarterly-report.csv", options); |
| 132 | +} |
| 133 | +``` |
| 134 | + |
| 135 | +Before v24.10: |
| 136 | + |
| 137 | +```csharp |
| 138 | +using GroupDocs.Conversion; |
| 139 | +using GroupDocs.Conversion.FileTypes; |
| 140 | +using GroupDocs.Conversion.Options.Convert; |
| 141 | +using GroupDocs.Conversion.Options.Load; |
| 142 | + |
| 143 | +Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions |
| 144 | +{ |
| 145 | + Format = FinanceFileType.Xbrl |
| 146 | +}; |
| 147 | + |
| 148 | +using (Converter converter = new Converter("quarterly-report.xbrl", getLoadOptions)) |
| 149 | +{ |
| 150 | + SpreadsheetConvertOptions options = new SpreadsheetConvertOptions |
| 151 | + { |
| 152 | + Format = SpreadsheetFileType.Csv |
| 153 | + }; |
| 154 | + converter.Convert("quarterly-report.csv", options); |
| 155 | +} |
| 156 | +``` |
| 157 | + |
| 158 | +## Convert between finance formats |
| 159 | + |
| 160 | +The following code snippet shows how to convert from iXBRL to XBRL: |
| 161 | + |
| 162 | +With v24.10 and later: |
| 163 | + |
| 164 | +```csharp |
| 165 | +using GroupDocs.Conversion; |
| 166 | +using GroupDocs.Conversion.FileTypes; |
| 167 | +using GroupDocs.Conversion.Options.Convert; |
| 168 | +using GroupDocs.Conversion.Options.Load; |
| 169 | + |
| 170 | +Func<LoadContext, LoadOptions> getLoadOptions = loadContext => new FinanceLoadOptions |
| 171 | +{ |
| 172 | + Format = FinanceFileType.IXbrl |
| 173 | +}; |
| 174 | + |
| 175 | +using (Converter converter = new Converter("annual-report.ixbrl", getLoadOptions)) |
| 176 | +{ |
| 177 | + FinanceConvertOptions options = new FinanceConvertOptions |
| 178 | + { |
| 179 | + Format = FinanceFileType.Xbrl |
| 180 | + }; |
| 181 | + converter.Convert("annual-report.xbrl", options); |
| 182 | +} |
| 183 | +``` |
| 184 | + |
| 185 | +Before v24.10: |
| 186 | + |
| 187 | +```csharp |
| 188 | +using GroupDocs.Conversion; |
| 189 | +using GroupDocs.Conversion.FileTypes; |
| 190 | +using GroupDocs.Conversion.Options.Convert; |
| 191 | +using GroupDocs.Conversion.Options.Load; |
| 192 | + |
| 193 | +Func<LoadOptions> getLoadOptions = () => new FinanceLoadOptions |
| 194 | +{ |
| 195 | + Format = FinanceFileType.IXbrl |
| 196 | +}; |
| 197 | + |
| 198 | +using (Converter converter = new Converter("annual-report.ixbrl", getLoadOptions)) |
| 199 | +{ |
| 200 | + FinanceConvertOptions options = new FinanceConvertOptions |
| 201 | + { |
| 202 | + Format = FinanceFileType.Xbrl |
| 203 | + }; |
| 204 | + converter.Convert("annual-report.xbrl", options); |
| 205 | +} |
| 206 | +``` |
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