Settings for Excel Export
Percentage Values
To make sure percent values are formatted as percent values in Excel too, you have to check whether the corresponding data field is in a Format where "%" is the last character.
This format must either be entered in the Data Areas module in the Format ID field or in the Data Dictionary in the eponymous Format ID field.
Currency fields
For currency fields, the value from the database is always exported to Excel.
The values of the currency fields are saved in the database in the form of plain numerical values, dependent on the system currency. I.e. if the defined system currency deviates from the field currency, the value entered on the interface is converted when saving to the database. The number in the respective field on the interface may therefore deviate from the number in the database.
The calendar is stored in the System currency field in the License, System Parameters and DB Instances module.
You can define the field currency by specifying the currency format at skin, user, data table, or data field level.
Examples | Field | Database | Excel |
|---|---|---|---|
1: Field currency=CHF, System currency=CHF, Default currency in Excel: € | 20.000CHF | 20.000(CHF) | €20.000 |
2: Field currency=€, System currency=CHF, Default currency in Excel: € | €20.000 | 25.218(CHF) | €25.218 |
3: Field currency=CHF, System currency=€, Default currency in Excel: € | 20.000CHF | 15.582 € | €15.582 |
4: Field currency=€, System currency=CHF, Default currency in Excel: CHF | €20,000 | 25.218(CHF) | 25.218CHF |
PLANTA project allows you to set currency fields to different formats. After export to Excel, they will be displayed in Excel’s standard currency format.
E.g. PLANTA project’s EUR12345678.00 or €12,345,678.00€ formats will both be displayed in €12.345.678.00€ format after export to Excel.
The standard currency in Excel and the standard currency format are defined by region and language options.
The
ExportToExcelSetCurrencyFormatting()IronPython function allows you to define the format in which currency data fields are to be displayed after export to Excel for each module to be exported.