ClearPoint Setup – Creating Custom Number Formats
This article explains how to create and use custom number formats in ClearPoint.
Fernando Montenegro
6 steps
12 seconds
Clearpointstrategy
1
ClearPoint includes several default number formats, and administrators can also define custom formats to meet specific reporting or presentation requirements.
Creating a Custom Number Format
2
1. From the top navigation, click **Settings**. 2. Click **Customizations**.
3
1. Navigate to the **Number Formats** tab. 2. Click the **Add** ( + ) button to create a new number format.
4
## **Configure the Custom Number Format** - Enter a **Number Format Name** (e.g., *4 Decimal Currency*). - Enter a **Currency Symbol** or unit prefix/suffix (e.g., `$`, `%`, or another symbol used by your measure). - Select the number of **Decimal Places** (0–8). - Define the **Currency Position** relative to the number. - Choose how **negative values** are displayed using the **Negative Symbol Position** setting. - Select **Separator** and **Decimal** symbols (e.g., “No separator, period decimal” → `100000.00`). - (Optional) Check **Negative Values in Red** to highlight negative values in reports and tables. - Review the **Preview** field. - Click **Save**.
Applying a Custom Number Format to a Series
5
In ClearPoint Next, series configuration is managed through the **Series** tab in the right-hand edit drawer. 1. Click **Elements** from the left navigation. 2. Navigate to the **Measures** tab. 3. Click the **kebab menu (⋮)** and select **Edit Measure**.
6
1. Go to the **Series** tab. 2. Click the **kebab menu (⋮)** next to the desired series and select **Edit Series**. 3. In **Series Details**, change the **Data Type** dropdown to **Custom**. 4. Select the custom number format from the **Custom Format** dropdown. 5. Click **Save**.
ClearPoint Setup – Creating Custom Number Formats
This article explains how to create and use custom number formats in ClearPoint.
Fernando Montenegro
6 steps
12 seconds
Clearpointstrategy
1
ClearPoint includes several default number formats, and administrators can also define custom formats to meet specific reporting or presentation requirements.
Creating a Custom Number Format
2
1. From the top navigation, click **Settings**. 2. Click **Customizations**.
3
1. Navigate to the **Number Formats** tab. 2. Click the **Add** ( + ) button to create a new number format.
4
## **Configure the Custom Number Format** - Enter a **Number Format Name** (e.g., *4 Decimal Currency*). - Enter a **Currency Symbol** or unit prefix/suffix (e.g., `$`, `%`, or another symbol used by your measure). - Select the number of **Decimal Places** (0–8). - Define the **Currency Position** relative to the number. - Choose how **negative values** are displayed using the **Negative Symbol Position** setting. - Select **Separator** and **Decimal** symbols (e.g., “No separator, period decimal” → `100000.00`). - (Optional) Check **Negative Values in Red** to highlight negative values in reports and tables. - Review the **Preview** field. - Click **Save**.
Applying a Custom Number Format to a Series
5
In ClearPoint Next, series configuration is managed through the **Series** tab in the right-hand edit drawer. 1. Click **Elements** from the left navigation. 2. Navigate to the **Measures** tab. 3. Click the **kebab menu (⋮)** and select **Edit Measure**.
6
1. Go to the **Series** tab. 2. Click the **kebab menu (⋮)** next to the desired series and select **Edit Series**. 3. In **Series Details**, change the **Data Type** dropdown to **Custom**. 4. Select the custom number format from the **Custom Format** dropdown. 5. Click **Save**.
