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Thursday, October 2, 2008

Exporting Currency from SmartList to Excel

We received a simple request for a smart user - who was having trouble when Excel sheets were exported from SmartList. It exported the currency along with the values, and it would take him time to clean it up to do totals.

There is an old setting in in dex.ini ExplorerFormatCurrency, which controls if currency amounts are exported as text or numbers.

Making ExplorerFormatCurrency=FALSE ensures that foreign currency is exported as easy to use numbers.

I am not sure if this is still supported, but it is definitely pretty useful.

Yesterday, I found that if you use ExplorerFormatCurrency=FALSE, Analytical Accounting SmartList's export 0 amounts to excel. It shows data in the SmartList, but exports all zeroes to Excel. Turning off the ExplorerFormatCurrency fixes this problem.

1 comment:

clint said...

Dynamics GP users exporting SmartList data to Excel should look at “EZ-GP” by Data Presentation Products Inc. (DPPI) (www.datapresentation.com). EZ-GP exports data from SmartList to Excel at speeds than can be over 100 times faster for larger record sets. Once the data gets to Excel use “Xcelerator for Excel” to automatically format the data into a feature rich Excel workbook. Xcelerator works with all Excel data, not just SmartList exports. Xcelerator let’s you re-order columns, hide columns, add Excel formula fields including VLookups, sort, create better formatted subtotals, create Conditional Formats ... every major Excel worksheet formatting feature can be completely automated. There is a special “Conditional Negative” calculated field for changing the sign of numeric values from positive to negative based on the value in a corresponding cell; like changing “Sales Amount” from positive to negative if the “Trans Code” is “Return” or “Credit Memo”. You can also completely automate the creation of Charts, PivotTables, PivotCharts, and formatted PivotTable Drill worksheets. Once a user-defined workbook format has been designed and saved from within Excel it can be reused with only a few mouse clicks to create an identically formatted workbook in seconds. Xcelerator includes EZ-GP, but if you purchase EZ-GP first the price of Xcelerator is reduced by the cost of EZ-GP. DPPI has other time-saving add-ins for Excel.