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Status Planning to implement
Categories Reports
Created by Nathaniel Collum
Created on Oct 9, 2024

Use the inherent formatting of the data in the “Sum Values” view as in the “List Records” view

What is the challenge?

We have currency values in the pivot. When we summarize the values in the cells we need the currency formatting to be retained in the cells and summary rows/columns.

What is the impact?

Pivots and charts are not correctly reflecting currency values

Describe your idea

Two key things:

  1. Use the inherent formatting of the data in the “Sum Values” view as in the “List Records” view

  2. Ensure those values carry over to charts

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