ClearPoint Setup - Creating Custom Number Formats
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a custom number format
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Number Formats** under Professional Features
3
- 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).
4
- 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'.)
5
- 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
6
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures**
7
- Select the **Measure** you are going to be working with, in this example, ‘Revenue’. - Click the **edit Pencil icon** - Navigate to the **Series tab**
8
- Click on the **three dots icon** next to the series you are going to be working with - Select **Edit Measure Series**
9
- 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**
ClearPoint Setup - Creating Custom Number Formats
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating a custom number format
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Number Formats** under Professional Features
3
- 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).
4
- 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'.)
5
- 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
6
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures**
7
- Select the **Measure** you are going to be working with, in this example, ‘Revenue’. - Click the **edit Pencil icon** - Navigate to the **Series tab**
8
- Click on the **three dots icon** next to the series you are going to be working with - Select **Edit Measure Series**
9
- 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**
