Format Word QuickPart as currency

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Format Word QuickPart as currency

christophermorris 30

I inserted quickparts into my word template document, they display as numbers but I would like them to show in the $#,###.00 format instead. My org used 0365 with Sharepoint Online and MS Teams. I've seen many posts on this topic with answers but I haven't been able to get any of the solutions (an OnExit macro, wrapping the content control within a function). Many of the answers seem old and the most recent one I found on here wasn't solved.

Jiajing Hua 18,060 Reputation points Moderator

2024-02-23T02:56:37.17+00:00

Hi @christophermorris

For better analysis, I need more information. Such as the data source of the Quick Parts.

Do you need to format the Document Property (inserted via Quick Parts) received from SharePoint Online?
christophermorris 30 Reputation points

2024-02-23T05:24:31.6466667+00:00

I'm using MS Teams and the documents are in the file tab of a channel. They are "project fact sheets" and I maintain about 100 of them. I need to format the document property received from SharePoint Online, the values of the columns look properly formatted in the list view in teams but in the document they are without that formatting ($#,###.00)

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Jiajing Hua 18,060 Reputation points Moderator

2024-02-23T02:56:37.17+00:00

Hi @christophermorris

For better analysis, I need more information. Such as the data source of the Quick Parts.

Do you need to format the Document Property (inserted via Quick Parts) received from SharePoint Online?
christophermorris 30 Reputation points

2024-02-23T05:24:31.6466667+00:00

I'm using MS Teams and the documents are in the file tab of a channel. They are "project fact sheets" and I maintain about 100 of them. I need to format the document property received from SharePoint Online, the values of the columns look properly formatted in the list view in teams but in the document they are without that formatting ($#,###.00)

Answer 1

Hi @christophermorris

Based on my tests, a column formatted as currency only comes through as a number in Word, because Word content controls only display what they point to, such as the plain numeric value, and no option to specify the display format of the currency.

The workaround is using Word field: MERGEFIELD.

The column "Test 111" I created in SharePoint. User's image

The { MERGEFIELD <Document Property> \ # $#,###.00} I entered in Word document.

(Please note, you need to press Ctrl+F9 to insert code brackets, not the brackets typed from the keyboard. Plus, <Document Property> is inserted from the Quick Parts as you know.)

User's image

After clicking Toggle Filed Codes or pressing Alt + F9, the field code will show the result.

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christophermorris 30 Reputation points

2024-02-29T15:57:08.5366667+00:00

Thank you! I got it to work! It took some time to figure it out, the field when I did ctrl+f9 didn't do it so I created the mergefields by going to quickparts>fields>mergefields to create them and then added the property, escape tag and formatting

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Format Word QuickPart as currency

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