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How to set the format to assign the currency symbol to my report field

  • 1.  How to set the format to assign the currency symbol to my report field

    Posted Mon October 03, 2022 12:33 PM
    How to set the format to assign the currency symbol to my report field. report field is defined as Format field as currency (for date functions). and when i go to report --> Data --> Edit pencil button is not enabled for my report.
    #TBMStudio


  • 2.  RE: How to set the format to assign the currency symbol to my report field

    Posted Tue October 04, 2022 05:25 AM
    Either set it in the metric formatting or create a custom column first which includes whatever data you want to show via formula. You can adjust the formatting for this new column however you like and save it as a Perspective afterwards if you want also to use it in other reports. 
    The "Edit" button will work for these created columns. However, theres a limiation that you cannot combine these custom columns with "Time"-Functions such as Months year-to-date. In this case it's probably easiert to directly set this formatting in the metric

    You can also reference the Help Page for the Number Format function: NumberFormat function (apptio.com)


  • 3.  RE: How to set the format to assign the currency symbol to my report field

    Posted Tue October 04, 2022 05:30 AM

    Hello @Venkateswara Rao Veerapaneni.

    If you cannot edit the column, it means it's either a metric or a data column from a table. To be able to edit it, you must have created it first.

    Something I have done sometimes:

    1. Insert a Formula Column
    2. In the Enter Formula field: =Cost
      This will replicate the value of the Cost metric in that column. If it doesn't already have the currency code, now you can set it (see picture):

    The same approach would also work with a Numeric column in the data that you want to display as currency.

    You could also try the NumberFormat() function, but always with the same approach.

    I hope this helps.


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    Regards, Guillermo
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