Editing symbol formats
Depending on your role, you may be able to edit the appearance of individual symbols in a template, DataView, or view. For example, you may want to change the scaling of the symbol’s data, the number of decimals shown in the symbol’s data, or the description of the symbol itself.
For example, in the following illustration, the scaling and number of decimals for the Total revenue symbol have been changed.
When you define individual symbol formats, those settings override the global settings for the file.
Depending on your role, you may be able to perform this task.
| Role | Can perform this task? |
|---|---|
| Report Publisher | yes |
| Report Author | yes |
| Report User | no |
To edit the format of an individual symbol, follow these steps.
- Right-click on the symbol you want to edit. A pop-up menu appears.
- Choose Edit Symbol Format. The Symbol Format dialog appears, with the Number tab in view.
In the Symbol Format section, make sure the symbol you want to edit is selected.
To add symbols to the list, select them in the drop-down list, and click Add.
To remove symbols from the list, select them and click Remove.
Complete these fields.
Field Description Decimal Select the number of decimal places for the symbol’s data. If you select Default, the global template setting specified in the Number Format dialog is applied. For more information, see “Specifying number formats”.
The results of allocation calculations are rounded up to the precision you select here.
Scaling Factor Select a scaling factor for the symbol’s data. Scaling refers to the format in which the data appears. For example, if you are dealing with very large numbers, you may want to view numbers in thousands or millions. Scaling makes the numbers easier to read. For example, to view the number “10,000” as “10”, select 000s to specify that all numbers appear in thousands.
If you select Default, the global template setting specified in the Number Format dialog is applied. For more information, see “Specifying number formats”.
- Click the Header tab.
- Do one of the following:
- To change the description of the symbol, clear the Use Default field, and type the new description in the Header Text field. The description can contain a maximum of 100 characters.
- To use the default symbol description, select Use Default.
- Click OK. The symbol is reformatted.