Forum Discussion

tmullady's avatar
tmullady
Regular Visitor
10 years ago

New users help

Hello,

 

I'm new and creating my first report and running into a few issues:

 

1. I created a Multi-row card with three Fields (AUM, NUMBER ACCOUNTS, ACCOUNTS OPENED YTD). 

 

a. Is there any way to format the AUM field as currency without decimals.

 

b. Is there any way to format the NUMBER ACCOUNTS and ACCOUNTS OPENED YTD with commas and now decimal.

 

 

2.  I created a clustered column chart. 

 

a. Is there any way to sort the chart values in descending order?

 

 

3. I created a Line chart but the Value is only giving me the Count or Count(Distinct) option.

 

    a. Is there any way to the SUM available in the Value drop list?

 

 

Any information would be greatly appreciated.

 

Thanks,

 

Tim

8 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    10 years ago
    In Desktop, go to the modeling tab and you can set the formatting there for currency, decimals,etc. You are only getting count because your Value is not a number but is text
    • tmullady's avatar
      tmullady
      Regular Visitor
      10 years ago

      Thanks, changing the data from varchar to decimal fixed the line chart.

       

      I don't see the modeling tab on the desktop. I just have File and home

      • Greg_Deckler's avatar
        Greg_Deckler
        Community Champion
        10 years ago
        On the left side, the table looking icon is your modeling area. Go there, click on your table click on your column and then you should have a Modling tab in the ribbon.