Friday, September 7, 2018

Format and Specify Rounding of Formula(Numeric) on Saved Searches


Sample Search: You want to create a sales search and divide your sales amount by 3. You want the result to use the format 999,999.9999

 

1.       Lists > Search > Saved Searches > New : Search Type= Transaction

2.       Criteria tab

a.       Type = Invoice

b.       Main Line= True

3.       Results tab

a.        Name

b.       Number

c.       Amount

d.       Formula (Numeric) ; Formula: To_char({amount}/3,'999,999.9999')

4.       Save and Run

5.       Sample Preview:

 

Name

Number

Amount

Formula (Numeric)

ABC

12

1,000.00

333.3333

FGH

15

900.00

300.0000

DEF

14

100,300.00

33,433.3333


'999,999.9999'  is the format you can change depending on the customer's requirement.

 

 

You can also use the Round formula, however, this will not automatically add commas to values and will not add decimal places to whole numbers.

a.       Ex: Formula (Numeric) ; Formula: Round({amount}/3,4)

b.       Result:

 

Name

Number

Amount

Formula (Numeric)

ABC

12

1,000.00

333.3333

FGH

15

900.00

300

DEF

14

100,300.00

33433.3333


 

 

 

 

 

 

 

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