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Exporting currency fields to Excel

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Exporting currency fields to Excel

Exporting currency fields to Excel applies Account formatting and can be configured to convert all values to US dollars.

When exporting currency fields to Microsoft Excel, the cells containing currency data use Accounting formatting. This formatting allows you to perform numeric operations on those values as well as view the currency symbol, such as $ or €.

When exporting currency fields the type of currency, such as $ or €, is preserved by default. You can choose to export all currency values in US dollars by setting the property glide.excel.fixed_currency_usd to true. The conversion rates for non-USD currencies are stored on the Exchange Rates [fx_rate] table.

Currency export behavior and symbols

The behavior of the currency field in Excel depends on the Symbol of the currency.
  • When the currency symbol is $, the Excel cell type is set as 'Currency'
  • When the currency symbol is one character, such as ¥ or ¢, the Excel cell type is set to 'Custom'
  • When the currency symbol is more than 1 character, such as KR, the Excel cell type is set to 'String'
Excel allows calculations on cells with the types 'Currency' or 'Custom' but not 'String'. To enable calculations for currency symbols with more than 1 character, create a record in the Currencies [fx_currency] table with a 1-character symbol for the currency. This configuration will cause the exported cells to use the type 'Custom' and allow calculations.