Formatting Currency Fields

You can change the format of currency fields. For example, you can specify what currency symbol to use and the number of decimal places.
To format currency fields:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an existing analysis and select Edit.
  4. On the analysis page, select a visual.
  5. Click Visualize button, the Visualize button, on the toolbar to display the Visuals panel.
  6. In the Visuals panel, click Options button, the Options button, next to a currency field and make sure that the display option for the field is Show as ⇒ Currency.
  7. Click Options button, the Options button, again and select Format ⇒ More Formatting Options.
    You can also select one of the common formatting options available directly from the Format list.
  8. In the Format data panel, configure formatting settings for currency symbols, separators, decimal places, units, negative values, and null values.
    1. Expand the Symbols section and select a currency symbol.
    2. Expand the Separators section and configure the available options:
      • Under Decimal, specify whether to use a dot or a comma for the decimal separator.
      • Under Thousands, select the Enabled check box if you want to use a thousands separator and specify whether to use a comma, dot, or space for the separator. Make sure that you choose a different separator than the one used for decimals.
    3. Expand the Decimal Places section and select Auto to automatically determine the appropriate number of decimal places or Custom to specify the number of decimal places.
      Field values are rounded to the decimal places specified. For example, if you specify two decimal places, the value 6.728 is rounded to 6.73.
    4. Expand the Units section and select a unit for large numbers.
      The unit is added as a suffix to the value. For example, if you choose Thousands, a field value of 1234 displays as 1.234K.

      You can also add a custom prefix or suffix in the Prefix or Suffix box. For example, you can use a custom suffix to specify a currency symbol that is not available by default.

    5. Expand the Negatives section and specify whether to display negative values by using a minus sign or by enclosing them in parentheses.
    6. Expand the Null values section and specify whether to display null values as null or as a custom value.
      In tables and pivot tables, null values only display for fields that are placed in the Rows, Columns, or Group by field wells. Null values for fields in the Values field well appear empty.
    You can preview all your settings in the preview area at the top of the panel.

    To set the format based on the language setting, click Apply language format at the bottom of the Format data panel.

Parent topic: Formatting Fields