Exporting currency fields to Excel
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Data Management
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.
- 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
- 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.
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- Export limits
The platform provides a default upper limit for data exports.
- Form export
Any user role can export form data in a variety of formats.
- List export
You can export a list of records in a variety of formats.
- Export controls
Control the column value and header value in export files using query parameters, export set properties, and system properties.
- Export directly from a URL
You may want to export data from the URL if you need to dynamically export data from a script or web service.
- Break up a large export
If the number of records to be exported exceeds the actual export limit, you may want to break the export into smaller increments that do not place a significant performance load on the platform.
- Enable export debug logging
When the property glide.export.debug is true, the instance logs export processing including database query time and the time taken to write data to the file.
- Currency administration
Currency fields provide features for handling the calculation, conversion, and display of currency values.
- Single-currency mode
Single-currency mode enables all users of the platform to view currency values in the same currency.
- Control default currency field configuration and use in an instance
You can control how currency fields are configured and used in your instance.