ClearPoint Setup - Creating Custom Number Formats | Scribe

    ClearPoint Setup - Creating Custom Number Formats

    • Fernando Montenegro |
    • 0 step |
    • 3 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    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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