Tailor how formula values are displayed in SmartSuite to enhance usability and readability. This guide walks you through customizing value formatting, using styles, and ensuring consistent display across the platform.

Plan Availability	All plan types
Permissions	Administrators: Configure global formatting options. Solution Manager: Can configure formatting options in managed solutions.
Related Reading	Formula Field

Explore our Formula Operators & Functions solution template, perfect for hands-on learners who want to understand how formula outputs are generated and displayed. Use these examples as a foundation to experiment with formula behavior or to build your own more advanced formulas tailored to your needs.

Formatting Numeric Values

Numeric values provide a wide range of display options, each designed to accommodate various user needs and preferences. These options enable you to tailor the presentation of numerical data to align with specific use cases, whether for detailed reporting, concise summaries, or visually appealing formats that enhance readability and understanding.

Each numeric format below can be displayed as a number or currency with more formatting options to come!

Number

The "Number" format is the most versatile option for numeric values. Users can adjust the following settings:

Precision: Define the number of decimal places (e.g., 123.45 for two decimals).
Separators: Toggle thousands separators (e.g., 1,000 or 1000).
Large Number Abbreviation: Display large numbers in a compact format (e.g., 1.2M for 1,200,000).
Labels: Add units or labels for better context.

Currency

The "Currency" format is ideal for monetary values and includes settings similar to the Number format, with additional currency-specific options:

Currency Selection: Choose a currency type (e.g., USD, EUR).
Precision: Adjust decimal places (e.g., $123.45 for two decimals).
Separators: Include thousands separators if needed.
Large Number Abbreviation: Use compact representations for large amounts (e.g., $1.2M).

Consistent Formatting Across the Platform

Once a display option is configured, the formatting is automatically applied across all relevant views, including records, dashboards, charts, PDF exports, and the Document Designer. This ensures a uniform and professional appearance throughout the platform.

Practical Scenarios and Use Cases

Here are three examples of how formatting formula values can be valuable in real-world situations:

1. Financial Reporting

Scenario: The Finance team needs to create monthly budget summaries.

Solution: Use the Currency format to display financial data consistently, with thousands separators and two decimal places for clarity.

2. Project Performance Metrics

Scenario: The Operations team tracks key metrics, such as units sold and revenue generated.

Solution: Apply the Number format with large number abbreviations to create easy-to-read dashboards and reports.

3. Custom Labels for Inventory

Scenario: A Warehouse Manager wants to track stock levels with clear units.

Solution: Add labels like kg or boxes to numerical values for better context.