Creating custom number formats

In addition to providing a selection of default number formats, ClearPoint gives you the tools to create custom number formats to fit your reporting needs. This article walks through creating a custom number format and then adding it to a series.

Creating a custom number format

From under System Settings, click on Admin Options.

Click on the Custom Number Formats tile . A new window will appear.

Click the plus icon to add a new number format. A new window will appear.

Give the format a Name so that you can recognize it (e.g. ‘4-Decimal Currency’). If the number format requires a symbol, enter it as the 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 position of the currency symbol 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’.)

Select 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. If you are satisfied with the preview, click Save.

Using a custom number format in a series

On the appropriate measure page, click the edit pencil icon. A new window will appear. Click into the Series tab. Click the edit pencil icon next to the series.

From the Data Type dropdown menu, select Custom. Select the format from the Custom Format dropdown menu. Click Save.