Understanding Currency Formatting in the Report Designer

Understanding Currency Formatting in the Report Designer

The articles in this section of the Knowledge Base involve Text Formatting for display in your reports. To learn more about Text Formatting and how to access this section within the Report Designer, see Understanding Text Formatting in the Report Designer. This article focuses on the Currency Format tab of the Text Formatting window.

The Currency Format is used to display numeric values as currency. This format was designed with the intent to output monetary values only.

Product
ProductID
CategoryID
UnitPrice
1 Door Base
1.0
1.0
50.00
2 Door Base
2.0
1.0
75.00
1 Door Upper
3.0
2.0
50.00
2 Door Upper
4.0
2.0
75.00
1 Door Diagonal Corner Base
5.0
3.0
75.00

Apply the Currency Format to the UnitPrice column.

There are options for the currency type when setting the Currency Format. For example, if the prices are in US dollars, select the appropriate currency sign, and determine any additional parameters of the format.
Product
ProductID
CategoryID
UnitPrice
1 Door Base
1.0
1.0
$ 50.00
2 Door Base
2.0
1.0
$ 75.00
1 Door Upper
3.0
2.0
$ 50.00
2 Door Upper
4.0
2.0
$ 75.00
1 Door Diagonal Corner Base
5.0
3.0
$ 75.00
There are two ways to determine the format mask:
  1. Local Settings – Using Local Settings, the text is formatted with the settings currently applied to the operating system. 
  2. The format mask is manually applied to each parameter. 

There are disadvantages to both of these methods of determining the mask, but there is a third option. The local settings can be used to change any parameter format. Set the value of the parameter after you’ve set the flag next to it.


Fig. 01 – Text Formatting > Currency

  1. Use Group Separator – When the Group Separator is used, then currency values are separated into number positions. 
  2. Use Local Settings – When using the Local settings, currency values are formatted according to the current OS installations. 
  3. Use Abbreviation – Selecting the Use Abbreviation option abbreviates numbers.
  4. Negative in Red – When using the Negative in Red parameter, negative numbers are printed in red.
  5. Decimal Digits – Number of decimal digits, which are used to format currency values. 
  6. Decimal Separator – Select the delimiter to be used as a decimal separator. 
  7. Group Separator – Select the delimiter to be used as a group separator. 
  8. Group Size – The number of digits in each group in currency values formatting. 
  9. Positive Pattern – This pattern is used to format positive numbers. 
  10. Negative Pattern – This pattern is used to format negative numbers. 
  11. Currency Symbol – This symbol is used to define the currency name. 

Change the values for the Currency Symbol and Positive Pattern in the example above. Local settings determine other parameters.

Product
ProductID
CategoryID
UnitPrice
1 Door Base
1.0
1.0
€ 50.00
2 Door Base
2.0
1.0
€ 75.00
1 Door Upper
3.0
2.0
€ 50.00
2 Door Upper
4.0
2.0
€ 75.00
1 Door Diagonal Corner Base
5.0
3.0
€ 75.00

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