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Exporting currency fields to Excel

Exporting currency fields to Excel

Exporting currency fields to Excel applies Account formatting and can be configured to convert all values to US dollars or to export values in the user's session currency.

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. The conversion rates for non-USD currencies are stored on the Exchange Rates [fx_rate] table.

You can choose to export all currency values either in US dollars or in the user's session currency.
  • To export all currency values in US dollars, set the property glide.excel.fixed_currency_usd to true.
  • To export all currency values in the user's session currency, set the property glide.excel.convert_to_user_currency to true.

If both glide.excel.fixed_currency_usd and glide.excel.convert_to_user_currency are set to true, glide.excel.fixed_currency_usd overrides glide.excel.convert_to_user_currency.

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 1 character (such as ¥ or ¢) or more than 1 character (such as KR), the Excel cell type is set to Custom.