This help article explains how to format values returned by formulas, customize their display for different value types, and apply optional styles for enhanced usability. Formatting ensures displayed results are both readable and visually appealing.
To learn more about the Formula field, check out the Formula Field article where you'll find everything you need to know about the field including videos on how to write complex formulas.
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.
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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
or1000
).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.