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Number Formatting for Data Sources

Administrators and users assigned data source privileges can configure number formatting at the level of a data source. This allows you to define the format for certain fields based on location, field types, and the measure of unit in use. When you define the type of value for number fields, users can then interact with the values in visualizations created using those fields.

Number formatting has two functions:

  • Defining the number values and formats at the level of a data source
  • Setting the locale for users to display to correct formats, based on their geographical location

For example, if one user is based in the United States and another user is based in Russia, they would see different currency formats due to the local formatting of the fields.

The steps below are for defining the formats of fields for data sources. To define the location settings for users within your environment, ask your administrator or refer to Users and Groups.

The following formats can be used to define the fields of your data source:

  • Plain numbers : defines decimal place, unit multiplier, number formats, and negative numbers.
  • Currency: defines the type of money format for fields based on available currency types.
  • Percentage: defines the percentage type for fields, such decimal place, negative numbers, and value separators.
  • Storage: defines the field numbers in terms of computer storage units, for example, KB, MB, GB.
  • Scientific notation: defines the value of fields in terms of scientific decimals.

Configuring Number Formats

Defining the types of formats you want to see depends on the region settings configured for your environment. Keep this is mind as you change the field definitions.

You can define the format of numbers as you are creating a new data source or edit the fields of previously created sources.

  1. Navigate to the Fields tab of the data source.
  2. For a data field to be available for formatting in the Configure column, the Type column must define the field as one of the following values:
    • Number
    • Money
  3. Ensure that the value for the field you want to configure is one of the formats above.
  4. In the Configure column, under Format, select the numerical value to open the Format editor.
  5. For plain number, define the following values:
    1. Number Format: select the desired value from the drop-down list.
    2. Unit Multiplier: select the unit of measure you want to use for the field from the drop-down list.
    3. Decimal Place: enter the value desired for the field.
    4. Negative Display: if you want to use negative values in your visualizations, select the desired format from the drop-down list.
    5. If you want to separate the formats by a value of 1000, check the Use 1000 Separator box.
    6. You can also apply the same format to all other number fields in the data source. Check the box labeled Apply to all number fields in my source to do so.
  6. For Money fields, define the following values:
    1. Symbol: the type of money currency you want to use.
    2. Unit Multiple: the type of unit value.
    3. Decimal Place: enter the value desired for the field.
    4. Negative Display: if you want to use negative values in your visualizations, select the desired format from the drop-down list.
    5. If you want to separate the formats by a value of 1000, check the Use 1000 Separator box.
    6. You can also apply the same format to all other number fields in the data source. Check the box labeled Apply to all number fields in my source to do so.
  7. For Percentage fields, define the following values:
    1. Decimal Place: enter the value desired for the field.
    2. Negative Display: if you want to use negative values in your visualizations, select the desired format from the drop-down list.
    3. If you want to separate the formats by a value of 1000, check the Use 1000 Separator box.
    4. You can also apply the same format to all other number fields in the data source. Check the box labeled Apply to all number fields in my source to do so.
  8. For Storage fields, define the following values:
    1. Unit Multiple: select the type of unit storage you want to use for the field.
    2. Decimal Place: enter the value desired for the field.
    3. You can also apply the same format to all other number fields in the data source. Check the box Apply to all number fields.
  9. For Scientific fields, define the following values:
    1. Decimal Place: enter the value desired for the field.
    2. You can also apply the same format to all other number fields in the data source. Check the box Apply to all number fields.
  10. Select Apply to make your changes.

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