The Currency field is used to capture monetary values along with a selected currency within a Data Table. You use it to store and manage financial data consistently across table records Common examples include revenue tracking, sales data, and transaction records inside Data Tables.
Open the Data Table and go to Manage Columns. Drag and drop the Currency field into the table. Once added, select the field to view and configure its properties in the Properties panel on the right.
| Property | Description |
|---|---|
| Element Name | Defines the name of the Currency column |
| Currency | Selects the currency type for the field, such as USD or Rupees |
| Currency Format | Displays the value as Code or Symbol |
| Currency Position | Positions the currency as Prefix or Suffix |
| Display Format | Defines how the number appears, for example 1,234,567.89 |
| Decimal Digits | Sets the number of digits after the decimal point |
| Base Currency | Sets the standard currency for the column, used for automatic conversion |
| Default Value | Sets a default monetary value for the field |
| Column Description | Adds additional context or notes for the column |
| Validation Properties | Defines rules such as making the field required or enforcing unique values |
In a Data Table, the Currency field stores monetary values using a single selected currency, for example USD. This currency is defined in the field properties and is applied to all records in that column. In many cases, you may need to view or report these values in another currency.
Base Currency addresses this requirement. When you set a Base Currency, it becomes the standard currency for display and reporting. All values entered in the configured currency are automatically converted into the base currency using the system exchange rate, based on the current day’s rate at the time of calculation.
As a result, all values in the column are shown in a single currency for reporting, without manual conversion. The original values remain stored in the configured currency, while the converted values are used for display and reporting.