Formatting Visualizations

Once you have added visualizations to a quick dashboard, you can format a visualization by choosing whether to display its title bar, the format in which to display numeric values in the visualization, whether to apply banding to values in a grid, and so on. Steps are below to select general formatting options for a visualization. For steps to format a specific type of visualization with formatting specific to that visualization, see the appropriate topic below:

Prerequisites

The procedures below assume that you have already created the visualization that you want to format.
You must have Edit Dashboard and Run Dashboard privileges.

Displaying a title bar for a visualization allows you to provide a descriptive title for the visualization, as well as click and drag a visualization's title bar to rearrange the visualizations displayed in a quick dashboard.

To show or hide the title bar for a visualization:

Click the name of a quick dashboard to run it, then click the visualization you want to format.
Hover the cursor over the visualization, then click the arrow icon displayed in the top right. A list of options is displayed.
Do one of the following:
- To show the title bar, select Show Title Bar.
- To hide the title bar, select Hide Title Bar.

You can apply formatting to numeric values in a visualization. For example, you can choose to display 1,000 as a currency value, such as $1,000.00, or in scientific format, as 1E03.

Formatting numeric values in a visualization

Click the name of a quick dashboard to run it, then click the visualization you want to format.
From the visualization's Drop Zones panel, hover the cursor over the name of the report objects whose values you want to format, then click the arrow icon on the right. A list of options is displayed. Point to Number Format.
From the first drop-down list, select the type of number formatting you want to use to display numeric values, as follows:
- To display numbers without any special formatting, select General.
- To display numbers with a fixed number of decimal places, select Fixed, then perform the following steps:
- 1. From the Type drop-down list, select the format to use to display each value.
  2. You can choose whether to display numbers with a separator symbol every three digits. To display the separator, click the Use 1000 Separator button to highlight it. Numbers are displayed with a separator symbol every three digits (for example 1,000,000). To display numbers without the separator symbol, such as 1000000, click the button again to remove the highlight.
  3. You can add additional decimal places to the displayed numbers, or decrease the number of decimal places shown. Do one of the following:
    - To add decimal places, click the Increase Decimal Places icon .
    - To decrease the number of decimal places, click the Decrease Decimal Places icon .
- To display numbers formatted as currency, select Currency, then perform the following steps:
- 1. In the Currency Symbol field, type the currency symbol you want to use to display the numeric values.
  2. From the Currency Position drop-down list, select the position in which to display the currency symbol.
  3. From the Type drop-down list, select the format you want to display the currency values in.
  4. You can add additional decimal places to the displayed numbers, or decrease the number of decimal places shown. Do one of the following:
    - To add decimal places, click the Increase Decimal Places icon .
    - To decrease the number of decimal places, click the Decrease Decimal Places icon .
- To display numbers formatted as dates, select Date. From the Type drop-down list, select the format to use to display the dates.
- To display numbers formatted as time values, select Time. From the Type drop-down list, select the format to use to display each time value.
- To display numbers as percentages, select Percentage, then perform the following steps:
- 1. From the Type drop-down list, select the format to use to display the percentages.
  2. You can add additional decimal places to the displayed numbers, or decrease the number of decimal places shown. Do one of the following:
    - To add decimal places, click the Increase Decimal Places icon .
    - To decrease the number of decimal places, click the Decrease Decimal Places icon .
- To display numbers as fractions, select Fraction. From the Type drop-down list, select the format to use to display the fractions.
- To display numbers in scientific format, select Scientific. You can add additional decimal places to the displayed numbers, or decrease the number of decimal places shown. Do one of the following:
- - To add decimal places, click the Increase Decimal Places icon .
  - To decrease the number of decimal places, click the Decrease Decimal Places icon .
- To display numbers in a custom number format, select Custom. In the field, type the format you want to use to display numbers, along with the symbols you want to use to display them. The pound symbol (#) represents the numeric value. For example, to display a number with two decimal places, such as 12.34, type #.##. A preview of the numeric value is displayed as you type.
Click OK to apply your changes.