All Collections
ClearPoint Setup
Styling ClearPoint
ClearPoint Setup - Creating Custom Number Formats
ClearPoint Setup - Creating Custom Number Formats

This article explains how to create and use custom number formats in ClearPoint.

F
Written by Fernando Montenegro
Updated over a week ago

ClearPoint offers several default number formats and also allows you to create custom number formats that best match your reporting requirements.


Creating a custom number format

  • From the Control Panel click on System Settings

  • Select System Setup

  • Click on Custom Number Formats under Professional Features

  • Click the Plus icon to add a custom number format

  • Under Number Format Name enter the name of the new custom format, in this example, ‘4 Decimal Currency’.

  • Enter a Currency Symbol

    • This would be any symbol your measure uses - not just currency. (e.g., '%')

  • Select a number of Decimal Places between 0 and 8 (inclusive).

  • Define the Currency Position relative to the number. The Parentheses portion is only relevant if you are using parentheses to indicate negative numbers.

  • Choose how negative values will be indicated in the Negative Symbol Position field.

  • Determine which symbols will serve as Separators and decimals. (e.g., 'No separator, period decimal' would correspond to '100000.00'.)

  • Mark the checkbox next to Negative Values in Red to have negative values appear in red in your data tables.

  • A preview of the values will appear in the Preview field

  • Once you are done with your changes, click Save


Using a custom number format in a series

  • Select Scorecards & Elements from the Control Panel

  • Choose Manage Elements

  • Open Measures

  • Select the Measure you are going to be working with, in this example, ‘Revenue’.

  • Click the edit Pencil icon

  • Navigate to the Series tab

  • Click on the three dots icon next to the series you are going to be working with

  • Select Edit Measure Series

  • Choose Custom from the Data Type dropdown menu

  • Use the Custom Format dropdown menu to select the desired custom number format

  • Click Save

  • Once you are done with your changes, click Save

Did this answer your question?