How do I format Connector values in Microsoft Word

How do I format Connector values in Microsoft Word

Transform Caseware Connector values in Microsoft Word by adding custom character formatting to the cell calculation. This can be used to present numbers in a neater presentation, such as 10000 to $10,000.00.

1. Insert data by selecting the Caseware Linkage icon


2. Right click the cell and select Toggle Field Codes

3. Change \* Charformat within the cell calculation and use \# “NUMBER FORMAT” in addition to the table below.

Character
Note
Use Cases
#
Returns a number or a blank space in the absence of a number
Eg. 10000 
Syntax: #####
0
Returns a number 1-9 if possible, otherwise 0
Eg. 10.00
Syntax: ##.00 
$
Adds a dollar sign to the assigned position
Eg. $10
Syntax: $##
+
Returns a positive sign for any cell greater than zero
Eg. +10
Syntax: +##
Returns a negative sign for any cell less than zero (number must be negative)
Eg. -10
Syntax: -##
.
Adds a decimal point to the assigned position
Eg. 10.00
Syntax: ##.00
,
Adds a comma to the assigned position
Eg. 10,000
Syntax: ##,###
;
Allows multiple formatting options for positive, negative and zero numbers.
Eg. +10.00, (10.00), 0.00
Syntax: +##.00, (##.00), 0.00
text
Returns text in the string
Eg. 10 Dollars
Syntax: ## ‘Dollars’

Example: Adding $ and two decimal places 

Change \* Charformat to \# "$###,###.00"


3. Right click the cell, select Toggle Field Codes.


4. Select Tools > Recalculate or F9. The updated formatting will now reflect in the calculation.








    • Related Articles

    • What is CaseWare Connector

      Connector is an add-in for Microsoft® Word and Microsoft® Excel® that enables you to link data between Working Papers and Microsoft documents. The Connector Add-in appears as its own toolbar in Microsoft® Word and Microsoft® Excel®. Using ...
    • Can CaseWare documents be exported to Microsoft Word & Excel

      CaseWare Working Papers allows users to export CaseWare type documents to Microsoft products. Automatic Documents can be exported to Microsoft Excel. CaseView Documents can be exported to Microsoft Word. Automatic Documents To export automatic ...
    • How to Export the Financial Statements into Microsoft Word

      To export Financial Statements to Microsoft Word, follow the procedure below: 1. Open your Financial Statements. 2. From the File tab, select Export > Rich Text Format. 3. In the File Name enter the name of the RTF file. 4. Click Save.   
    • How do I send a document to an external reviewer if they do not have Connector

      The Unlink option enables you to embed the current value of links within the document, effectively replacing the linkage formula with its value instead. When unlinking a document, the current values remain in place and the document becomes an ...
    • How do I modify a Connector formula or link?

      You can edit formulas to modify or correct Connector links in Word or Excel documents. Prerequisites Ensure Connector can establish a connection to the source client file. Procedure This procedure is different for DDE links and UDF links. UDF Select ...