Cards - number settings
Last updated
Last updated
The number formatting tab enables you to customize the data values rendered in the report. In this section, let's explore the number formatting options for setting the scaling, precision, null handling, measure display, etc.
Number formatting is enabled by default. You can disable this option to view the raw data values without applying formatting. Data values that exceed millions or billions are difficult to comprehend without number formatting.
The readability of metrics and values is greatly improved when number formatting is enabled.
Each data point's scaling factor is displayed when the Custom option is selected. The scaling factor is set at the report level when the IBCS display format is used.
When the Custom format is chosen, the scaling factor is displayed against each KPI header and data point. When the IBCS format is used, the scaling is set uniformly and is displayed in the report title.
You can customize the scaling factor based on your data. You can choose the Flexible option for data with mixed granularity (some values are in thousands, some in millions, etc). Analytics+ will automatically set the same scaling factor for the entire report when you choose the Uniform option. You can also set a custom scaling factor of thousands, billions, millions, etc.
The scaling factor is applied to the data points and KPI header.
Set the precision i.e. number of decimal places to display for each data point. In card mode, the precision setting will be applied to the KPI metrics and data points.
The positive or negative signs will be displayed at the leftmost end of the value, before any prefix.
Percentage points are a simple way to express changes or differences in percentages. It is often used in contexts such as Interest or FX rates. For example, a decrease from 5% to 3% represents a change of 2 percentage points. With Analytics+ you can express the variance in percentage points.
Set the Scaling option to Percentage to represent data values in percentage points.
Basis points are used in finance and economics to describe small changes in percentages, especially when discussing interest rates, bond yields, or other financial metrics. One basis point equals one-hundredth of a percentage point (0.01%). Analytics+ enables you to express variances in basis points.
Set the Scaling option to Percentage to represent data values in basis points.
Adding a prefix or a suffix to your values can provide more context around what the value represents. For example, a Cost measure may indicate the cost per unit or a Price measure may be the price in dollars. In the example, the Actuals are in dollars, we've added a $ prefix to capture that in the chart.
The prefixes/suffixes are applied to the KPI metrics and data values for cards.
You can set the decimal and thousand separators using the options in this section. We've set the thousand separator to ", " in the example.
It is a common occurrence for data to contain null or blank values. This could be due to missing data entry, data processing errors, or data quality issues. Reports should be able to handle missing data gracefully - Analytics+ provides a range of null handling options to achieve this. Notice the null values in the Depreciation account? In this section, we'll look at the options available in Analytics+ to handle the null values.
You can consider null values as zero by enabling the toggle. We have plotted charts only for the domestic and APAC regions to demonstrate this option.
This option comes into play when all the values in a particular category are blank. For instance, if you have actuals and plan measures, you can suppress nulls only if both measures are blank for a particular category. In the APAC region, notice how the Depreciation category is not plotted when nulls are suppressed.
You can choose not to plot null variances. Consider that you have actuals and plan measures. The variance will be null if the plan measure is null (or actuals is null) for a particular category - you can suppress such null variances. In the example, notice how the variance has been suppressed for the Net Cash category.
Null values will be considered for calculations when this property is enabled. In the example, notice how the position of the average line changes when this property is enabled or disabled.
If your data contains values with zeroes, Analytics+ offers multiple options to display them in your reports. You can display zeroes as blank, zero, null, or hide them in reports.
Zeroes have been displayed as blanks in the example.
You can choose to hide categories with zero values in your reports by enabling the Suppress zeros toggle.
When you have more than one measure, suppress zero will work only if both measures are 0.
The Common Stock and Long-Term Debt categories have been suppressed in the LATAM panel when the Suppress zeros setting is enabled. The Domestic panel still has these two categories.
You can set a custom color scheme for positive and negative values in your reports. You can also customize how to display positive(X, +X, X+) and negative(X, -X, X-, (X)) values. Enable the Value color toggle to set these options.
In this example, we have displayed the positive values and variances in black and the negative values in red.
With Analytics+, you can even customize the notations for thousands, millions, billions, percentage points, or basis points. Enable the Custom Label toggle set assign notations.
In this example, we have set custom notations for thousands and millions.
You can set the scaling, decimal precision, and prefix/suffix for individual measures as well. Enable the toggle against a measure to format it. In the examples, we applied number formatting options for the 2024 Actuals measure and used default formatting for the 2024 Plan measure.
Individual measure formatting options are enabled when the display format is set to Custom. For IBCS, uniform scaling is applied for all measures at the report level.
