Number formatting

1. Number Scaling

Let us see how you can handle a dataset of varying granularities & formats using Lumel EPM. Go To Home > Number > Quick Format. Here we have 4 options, let us look at each of them in detail.

_{Quick Format Options}

a. Uniform scaling

The 'Uniform' option applies one fixed scale to the entire table and moves the scaling unit display to the header. This is useful when all the measures are of comparable magnitude (e.g., Sales vs Forecast) in the same table.

_{Uniform Scaling}

Lumel EPM automatically chooses the scaling based on the values. But you can change it if needed. When you expand the Uniform dropdown again, you can see more options from which you can select as needed.

_{Uniform Options Dropdown}

b. Measure level scaling

By default, when you assign data to Lumel EPM, each measure is formatted using an individual scale. The scaling for each measure is shown in the column header. This is useful to show measures of varying granularities (e.g., Revenue & Quantity) in the same table.

_{Measure level scaling}

c. Auto scaling

When using the 'Auto' option, each cell is formatted individually. In the below image, you can see the suffixes - m and k to denote millions and thousands.

_{Cell level scaling}

d. Native scaling

If you do not want any fancy formatting and need the numbers just as they are in the source data, select the ‘Native’ option.

_{Native scaling}

2. Percentage, prefix/suffix, and decimals

Lumel EPM provides options to fine-tune the format at a row, column/measure, or cell level using the icons just below the 'Quick format' dropdown. These options include conversion to % format, attaching prefix/suffix, and increasing/decreasing decimal spaces.

_{Number formatting options}

a) Percentage

You can apply the percentage number formatting at the cell level, Row Level or Columnar Level.

To do this, let's select the column or row, or cell the % icon gets enabled. Once you click on the % icon, the values get converted to percentages.

_{% Number Formatting at the cell, row, and Column Level}

b) Prefix/suffix

Using Lumel EPM, you can insert prefixes such as currency or suffixes like units.

In the example below, the price is $ per unit. Select the column, row, or cell and click on the highlighted $C icon. Enter the prefix and suffix as shown and apply. Now the prefix and suffix are added.

_{Prefix and Suffix pop-up}

Enter apply to see the changes.

_{$ prefixed and /unit suffixed}

c) Decimals

You can increase or decrease decimal places at a cell/row/column level by selecting the cell/row/column and clicking on the 'Increase decimal' option to increase or 'Decrease decimal' icon to decrease the decimal places.

_{The Decimal increase and decimal decrease options are shown.}