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CSV Extraction of currency field

Frédéric Rinaldi

Hello,

Is there a good trick / workarround to handle currency fields when exporting a report to CSV.

The currency field embedded the formating so, when Excel doesn't match / identify the format, it becomes a text column that can't be used for calculation etc.

So, I would like to know if there is a proper upgrade safe way to extend the currency field CSV exportation to remove the formating (only export the value).

We are aware of the possibility to create a duplicate field for each currency field but it's a quick and dirty hotfix for me and I like to avoid it.

We also already update the core export process to remove the formating but our customization was not upgrade safe.

Any idea or solution is welcome.

Fred

  • 0

    A, somewhat ugly, solution we put in place in v6 to report currency and amount separately, and allow us to filter reports by currency, was to add a reporting_currency_c (text) and reporting_amount_c (decimal) fields to our Opportunities, and using a logic hook to copy the iso4217 code in one and the amount in the other. We then build all exports/reporting based on those two custom fields.

    FrancescaS