This is an odd one, and I suspect there’s no solution, but if there is, I’d really appreciate finding it 
We are dealing with Geocodes (Vertex) and the codes are often preceded by zeroes. We report the data correctly in a dashboard (for example, a county code might be 041) but when they copy the information to Excel, the leading zeroes get lost. Is there any way in an Epicor Dashboard to make it do the copy of certain fields as Text instead of General? (the fields are text fields)
Hi Marjorie,
We have this problem with some of our part numbers have E110 or E144 in the middle with numbers preceding, such as 37665E110. When we do a copy to Excel and save the workbook, it changes these part numbers to exponential notation, thinking it was supposed to be a number.
However, we have found if Excel is opened first, and the part column is formatted as Text and then on Epicor grid we copy all including labels and then paste into Excel, it does not give us the exponential formatting. Could this work for you?
PS: changing the workbook to csv throws it all off, even if I made the part number field text formatted prior to paste, changing them to exponential. We must use xls format files to stop the exponential formatting to date.
Nancy
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Instead of copying and pasting from a dashboard, have you considered using OData within Excel? One less step and it should keep the data type as text.
Worse case scenario is to write an Excel macro that reformats the fields for you.
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I forwarded your solution to them, we’ll see if that works out. I’ll mark this as the solution if it does
What I find odd is that in my 2012 version of Excel it works properly, it’s in the newer version of Excel that the users have that it’s not working right.