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How to Preserve Excel Currency and Percentage Formatting when Populating a Word Template?

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Posted on by 19

Hi Community,

 

I am working with Power Automate to automate a process where I need to extract information from an Excel spreadsheet and then populate that data into a Word template. The Word template has insert Plain text content controls to get the Excel cell. Afterward, I generate a document for each record and send it as an attachment in an email to the respective employee.

The issue I've encountered is with cells in Excel formatted as currency (e.g., "HKD 10,000") and percentages (e.g., "20%"). However, when these values are populated into the Word document, their formatting is lost: the currency is reduced to a number without the currency symbol (e.g., "10,000"), and the percentage changes from "20%" to "0.2". The cells format could not be change because there are many currency symbols.

 

The cells are shown as this:

Picture1.png

But the Word document like this:

Picture2.png

They should be shown as: 25%, 120%, 145%, HKD10,000

 

 

My flow is:
Picture3.pngPicture4.pngPicture5.png

Does anyone know how to keep the Excel currency and percentage formatting intact when filling a Word template?

 

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  • v-yueyun-msft Profile Picture
    on at
    Re: How to Preserve Excel Currency and Percentage Formatting when Populating a Word Template?

    Hi , @etham_meng 

    You can use the formatNumber() function to format your number when you populate the data to word.

    formatNumber(1.25,'0%')
    formatNumber(100000,'HKD0,0', 'en-us')
    vyueyunmsft_0-1709715402521.png

     

     
    You can replace the number  to your field expression in your side.
     

    If this reply can help you , you can click mark this reply as solution (Accept solution) which can help more people, thanks in advance! 

     

    Best Regards,

    Yueyun Zhang

  • etham_meng Profile Picture
    19 on at
    Re: How to Preserve Excel Currency and Percentage Formatting when Populating a Word Template?

    I have done formatted percentage number, thank you. But the currency signs include HKD, CNY, SGD, etc,. It seems that the formatNumber doesn't work. 

  • v-yueyun-msft Profile Picture
    on at
    Re: How to Preserve Excel Currency and Percentage Formatting when Populating a Word Template?

    Hi , @etham_meng 

    Can you test use this code:

    concat( 'HKD', formatNumber(100000,'0,0', 'en-us'))
    

     

    If this can not help you , can you show the value return from your action's output?

     

    Best Regards,

    Yueyun Zhang

  • etham_meng Profile Picture
    19 on at
    Re: How to Preserve Excel Currency and Percentage Formatting when Populating a Word Template?

    It does change 10,000 to HKD10,000. But in my original Excel sheet, the row including 11 currency types (cells are currency format with currency sign such as CNY10,000; HKD10,000; SGD10,000), not just HKD. It seems that the concat or formatNumber function could only convert to HKD. How do I preserve both currency sign and number, just like the original Excel sheet shown.

  • Verified answer
    v-yueyun-msft Profile Picture
    on at
    Re: How to Preserve Excel Currency and Percentage Formatting when Populating a Word Template?

    Hi , @etham_meng 

    As I understand it, you're just formatting the Format numeric value in Excel, so as to show the different currency types. But Excel still passes the numeric type to flow.
    So either you convert the type of column in your Excel to text or you convert it in flow.

     

    If this reply can help you , you can click mark this reply as solution (Accept solution) which can help more people, thanks in advance! 

     

    Best Regards,

    Yueyun Zhang

     

     

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