Export Format Business Insights

Question

I am try to determine if there is a method to change the format of a column to plain text in one of our Business Insight Explorer views. 
 The issue is: our accounts in Sage follow the naming convention "0000.00". Many accounts are similar to: "0215.13" and others go to 4 and 5 left-of-decimal digits. 
 When we export to Excel, we get the predictable truncation of the leading zeroes and decimal zeroes, because it's recognizing the value as a number. I am able to use some formulas within Excel to fix the issue BUT I want to empower my non-techy but higher-ranked-than-I users to just simply export it and work with the data without IT's intervention. 
 Is this possible?

David Speck · Accepted Answer

Seems like you can't set a custom format for text fields using these settings. 
 
 However, you can add a calculated column and use functions on one of the other fields. For example, you could use the REPLACE function on the Account field and replace the "." with "-", may even want to prefix the field with an apostrophe too so excel treats it like a string. Alternatively, if you want to piece the string's formatting together yourself, you can use multiple SUBSTRING functions to extract parts of the string. 
 Using Replace.

Using Substring.

Sage 100

Export Format Business Insights

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING