Format How Measures Are Displayed in Tables and Graphs

You can make measure formatting changes to tables and graphs to reflect your individual preferences or requirements for how you want the tables or graphs to display.

For example, you can override the name of a measure and its measure of unit. When you format measures in a planning table or graph, your measure formatting can't be overridden by another user. Any formatting changes done by other users, including the owner of the table or graph, don't take precedence over your changes. To make user-specific measure formatting changes, open a table or graph and select View > Format Measures to open the Format Measures dialog box.

If you're the owner of the table or graph, then your formatting changes are visible to you and to other users who haven't defined their own formatting. These changes can include overriding the measure label, applying conditional formatting, or changing the unit of measure that you want displayed in your table or graph. Formatting changes made by others won't impact your specific measure formatting.

If you're not the owner of the table or graph, then any measure formatting you define takes precedence over the owner's measure formatting and is visible only to you. For example, if you change decimal positions to 0 (zero) for all measures in a table, you're the only user that sees those changes. When you save your measure formatting, you'll no longer see future formatting changes made by the table or graph owner. For example, if you save measure formatting and then the table owner adds conditional formatting on a measure, you won't see that conditional formatting.

Use the Reset to Default button in the Format Measures dialog box to remove your user-specific measure formatting.

  • If you're the owner of the table or graph, then your measure formatting is removed. Any measure formatting by non-owners won't be impacted.

  • If you're not the owner of the table or graph, then all of your measure formatting is removed. The table or graph displays all existing measure formatting saved by the owner of the table or graph.

If you duplicate a measure, the duplicated measure is added as the last measure in the table. For example, you can duplicate a measure with a different currency or unit of measure. If you're the owner of the table, the duplicated measure is visible to you and to other users who haven't defined their own formatting. If you're not the owner of the table, the duplicated measure is visible only to you. You can reorder the duplicated measures, but you must save your layout to preserve the measure order.

You can make user-specific measure formatting changes in the following work areas:

  • Demand Management

  • Demand and Supply Planning

  • Planning Central

  • Replenishment Planning

  • Sales and Operations Planning

  • Supply Planning