Some fields will have a standard way of being formatted, such as a date DD-MMM-YYYY or a dollar amount being set $x,xxx.xx. Having to format the field each time that a user wants to use it becomes quite burdensome and gives a developer more room for error if they are formatting the field each time it is used. The saying “work smarter, not harder” comes to mind with this solution.
For this example we will globally change the format of the field “revenue” to the format $x,xxx.xx. Let’s open an analysis and for the sake of seeing the format prior to the global change we will add “Office” and “Revenue” into the analysis and its output will look like:
Go back to the criteria tab of your analysis and we will edit the “Revenue” field:
The current format is set at a number:
Change the format of the field to suit your needs and select the “Save as Default” as seen below. Once, you click on “Save as Default” select “Save as the system-wide default for “Base Facts”.”Revenue”
Once you complete these steps, “Revenue” will have the formatting of your choice in the future. You can save custom formats globally for any field.