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MalcolmCICWF
Creator III
Creator III

Problem Exporting to Excel AS Numbers

I'm having a problem exporting a Pivot table to Excel. The problem is that in order to make the below layout work, we had to create a field called Column_Field that contained our years as well as Other totals and percentages. Because of the percentages and the fact they are coming from one field, I had to create an expression to format them specifically.

if(row_fields = 'Gross IRR'
or row_fields = 'Net IRR', num(sum(BL_Value)/sum(investment), '#,###.##%'), num(sum(amount),'#,##0'))

Now in the Number tab the format is set to "Expression Default" format, so when we export to Excel it is in a text format... The only way I know of to fix this is to change it to "number" format, which fudges the Percentage formatting in the report.

Anyone ran into this or can think of a way around it? Much appreciated.

 

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Labels (4)
2 Replies
chrismarlow
Specialist II
Specialist II

Hi,
If you have a fixed set of dates (or at least fixed number of dates) would an alternative be to use a set of variables or date table then use set analysis & multiple different expressions, you could then set the format at the expression level.
Cheers,
Chris.
MalcolmCICWF
Creator III
Creator III
Author

if you set them in the espressions then you can't export to Excel without it being text and not numbers.