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Finance | Project Operations, Human Resources, ...
Suggested Answer

how to add currency symbol with amount during excel export?

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Posted on by 56

Hi all,

Can you please let me know, how to add currency symbol with amount during excel export?

Please give me more shed on this 

Thanks!

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Good morning @rp@n,

    Can't you simply do the currency formatting with the symbol in Excel directly?

    Trying to do that through AX might not be easy as you might have different companies that use different currencies and symbols, etc.

    Also thing about non-finance amount related Excel exports that just export numbers.

    In Excel, it takes a couple of seconds doing the formatting...

    Best regards,

    Ludwig

  • @rp@n Profile Picture
    56 on at

    thanks Ludwig

    as you said

    "Trying to do that through AX might not be easy as you might have different companies that use different currencies and symbols, etc."

    can i put legal entity validation during get currency symbol? it will work?

    because customer wants currency symbol with amount

    please give me more shed on this.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi @rp@n,

    I think that the legal entity validation is not sufficient.

    Imagine that users export inventory data, do you want to have a $, EUR or other currency symbol when exporting those data to Excel?

    To overcome those issues, you would need additional checks on the nature of the data that is exported.

    I assume that this can quickly get quite complex because you can export almost everything to Excel.

    My recommendation would be not doing that and use Excel instead.

    Best regards,

    Ludwig

  • Suggested answer
    Mahmoud Hakim Profile Picture
    17,887 on at

    you can customize a display method to retrieve the currency symbol to your form.

    if this form is a grid and allowed to export. you can export the amount and symbol easily    

  • @rp@n Profile Picture
    56 on at

    hi hakim,

    i wrote excel code for exporting. i need currency symbol with amount

  • André Arnaud de Calavon Profile Picture
    305,777 Super User 2026 Season 1 on at

    Hi Arpan,

    Is it about the currency symbol or the currency (ISO) code? If you want to format the Excel amount column, it would be hard if there are multiple currencies involved. Most companies in the world do use two columns: Currency and Amount. Then they also know what can be summed up in Excel or not.

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