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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.

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Written by Fernando Montenegro
Updated over 10 months 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

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