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Working with Components

2. Click the Text tab

The Text tab shows a list of text elements available for the selected component. Text elements that are currently set to display in the model have a checkmark in the left column. If a text element is listed but cannot be selected, that element may not be enabled for the component.

3. Do either of the following:

• To display a text element in the model, select the element.

• To hide a text element in the model, deselect the element.

4.1.4.2 To format text elements

1. On the "Properties" panel for the component, select the Appearance view.

2. Click the Text tab.

The Text tab shows a list of text elements available for the selected component. Text elements that are currently set to display in the model have a checkmark in the left column.

3. Click a text element that is currently displayed in the model.

4. In the "Format Selected Text" section, select the font, font size, format, justification, and text color settings.

Note:

If a global font is set, the font type cannot be set in the component properties. For more information, seeTo set global font options.

5. If available, in the "Position" section, select where the label should be in relation to the component and, in "Offset", adjust the label position by setting a distance to move it relative to its position.

6. In the "Number Format" section, select one of the following number formats:

Description Option

The data has no specific number format.

General

The data is treated as numbers only. Additional settings are available for setting the number format.

Numeric

The data is displayed as monetary values. Additional settings are available for setting the currency format.

Currency

The data is displayed as a percentage.

Percent

Description Option

The data is displayed as a date value. Additional settings are available for setting the date format.

Date

The data is displayed as a time value. Additional settings are available for setting the time format.

Time

The data is displayed as a two value option (on/off, true/false, yes/no).

Boolean

The data is displayed as text only.

Text

Depending on the selection, additional formatting options may be available.

7. If additional formatting options are available, set them. The following options might be available:

Description Option

Select this option to use the regional number format associated with the user's locale. If this option is selected, other number formatting options are not available.

This option applies to Numeric elements when the model is saved to the platform.

Default Number Format

Select this option to use the regional currency format associated with the user's locale. If this option is selected, other currency formatting options are not available.

This option applies to Currency elements when the model is saved to the platform.

Default Currency Format

Specify the format to use for negative values.

This option applies to Numeric and Currency elements.

Negative Values

Specify the number of decimal places to display.

This option applies to Numeric, Currency, and Percent elements.

Decimal Places

Select this option to specify the currency symbol to show before the number.

This option applies to Currency elements.

Prefix

Description Option

Select this option to specify the currency symbol to show after the number.

This option applies to Currency elements.

Suffix

Select this option to insert a comma between the hundreds and thousands numerals.

This option applies to Numeric and Currency elements.

Use 1000 Separator

Specify the type of date or time format to use from a list of common formats.

This option applies to Date and Time elements.

Note:

For models saved to the platform, you can also select default options to use a regional format associated with the user's locale.

Type

Related Topics

•Translating and globalizing models on the BI platform

•Setting up models for regional formatting

4.2 Using components

4.2.1 To configure component properties

Choose a component and add it to the canvas before configuring the settings in the "Properties" panel.

Not all tabs are available for each component, and the options in each tab vary depending on the component.

1. Select the component and open the "Properties" panel.

2. If the General view is available on the "Properties" panel, click it and configure the appropriate options. This view contains options for titles, labels, display, destination, and source data, and so on.

3. If the Insertion view is available on the "Properties" panel, click it to configure data insertion options for the component.

Components with data insertion can insert information into cells in the embedded spreadsheet or into a query prompt when a user interacts with the component during runtime.

Note:

Map components and selector components, except the hierarchical table, have data insertion options on the General view.

4. If the Behavior view is available on the "Properties" panel, click it to set the options for how the component functions in the model including handling variable amounts of data, scaling, animations, and dynamic visibility.

5. If the Appearance view is available on the "Properties" panel, click it to set the visual characteristics of the component, including chart legend options, layout options, text formatting, and colors.

6. If applicable, click the Alerts view to set up conditional formatting based on data values. Alerts help