If you are having issues importing the correct values from Excel, you can make some quick adjustments to your currency field types to fix this. For example, when you go to your loaded table, you may find that your original cost value of 12423453.43 has dwarfed down to 1.24:
Why is this happening? For one thing, currency fields are imported as decimal, which can sometimes cause large currency values to get corrupted if your columns or field types are not set up properly. There are a couple ways you can fix this:
- You can change the column type in the Excel spreadsheet from Currency to Number before importing your file.
- Or, the preferred method, you can change the Cost field type in your record to Currency. The currency field is essentially a decimal field with two digits after the decimal point, which will get you back to the value you want. And, you'll only have to do this once as opposed to changing the column type every time you need to import.
To change your field type to Currency:
- Open the loaded data record.
- Under the Row header, click 0.
- Right-click the Cost field, and select Personalize Dictionary.
- In the Type field, enter Currency.
- Click Update and then OK to confirm changes.
If you re-import your Excel data, you should now see that the Cost field has the correct currency value:
For more information, see:
Imported currency fields from Excel loads the wrong numbers
1 Comment
