Formatting Numbers in Insights
  • 10 Jul 2023
  • 1 Minute to read
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Formatting Numbers in Insights

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Article summary

  • Use the Number Format Editor to configure how numbers appear in your Insights. You can round numbers, add currency symbols, adjust colors, or append numbers with sets of characters.
  • To access the Number Format Editor, use the drop-down next to your selected metric. Click on the arrow next to “Format: ___” to see a list of pre-set number formats and a custom option. 
  • Formatting changes made in the Number Format Editor modify formatting for the entire Workspace.


Rounding to a Whole Number and Decimal Places

  • Use the Number Format Editor to change the rounding of numbers in your Dashboard.
  • The number of hash symbols (#) to the right of the decimal point dictates the number of decimal place values to display. If a number has more decimal places than the number of hash symbols, the number will be rounded.
    • Use zeroes in place of hash symbols to ensure that whole numbers will be given decimal places:
    • Use commas in between the hash symbols if you would like your numbers to have commas. #,### means that commas will be used in accordance with number rules. (i.e. 123456789 will be written as 123,456,789)
  • When you have decided the format of your numbers, use the above notation in the Number Format Editor:
  • You can also select any of the presets in the Formatting menu:
    • Each preset has an example number that demonstrates the format it will apply to your Dashboard.


Conditional Number Formatting

  • You can create conditions using the "Custom" option in the Formatting menu.
  • Conditions are formed using brackets and their numerical ranges are defined with the following symbols:
    • Greater than: >
    • Greater than or equal to: >=
    • Less than: <
    • Less than or equal to: <=
    • Equal: =
  • Example condition:
    • #,###.##[>1,000][red] means that numbers will be rounded to the hundreths place and any number greater than 1,000 will be colored red.
    • You can add a second condition using a semicolon:
      • Now, numbers greater than 1,000 will be displayed in red and numbers less than 1,000 will be displayed in green.
    • You can add as many conditions as you would like as long as they do not conflict with each other. (ex. You could not write [>1,000][purple]#,###.##; [>100,000][red]#,###.## because the two conditions are overlapping).

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