Changing Decimal Places on a Field in Salesforce Reports
Xactly Reporting package does not allow the number of decimals to be changed from the standard. However, you can create a custom formula for a specific field on the object. This formula will allow you to look to the same field, but have additional decimal places:
To see how many decimal places are allowed on the field:
- Go to SFDC > Create > Objects
- Select the object
- Scroll to the section "Custom Fields & Relationships" and select the field you would like to change.
NOTE: If you are looking to change all fields, you will need to do this on an individual field level - Click "Edit" > under the section "Currency Options" and "Decimal Places" to change the number to the desired amount.
- Save
To change the number of decimal places by creating a formula:
- Go to the custom object
- Click on the 'new' button on section: Custom fields and Relationships.
- Choose Data Type "Formula" and press 'next'
- Give it a label and then choose 'number' in the formula return type. Choose '2' under 'Options' drop-down menu. Then click 'next'.
- Choose Simple Formula Tab.
- In the text box, enter the XC field of the XC object in which we are interested by choosing from the drop-down menu in "Insert field ". Click 'next'.
- Chose the level of field-level security for Profile.
- Decide if you would like to add it to the page layout of that XC object by either clicking on the text box or not.
- Then click on 'save'.
NOTE: This process requires creating a new formula field for every field they want to report on with two decimal places. They would also need to add the field to the Report Type.
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