Format numbers

Input/output

Let's use some of our store's sales information as the input data.

In this example, we'll want to reformat the numbers displayed in the columns "Sale Price" and "Refunded Price" to an accounting format with currency and proper decimal points.

After connecting this data into the Format numbers step, our output data now has format we needed: the numbers are updated with $ symbols, decimal formatting is implemented, and negative numbers are wrapped in parentheses ().

Default settings

When you first connect your data into the Format numbers step, it will auto-select the first column with numeric values (the first left-side appearing column). It'll also auto-select updating the Numbers formatting by adding comma grouping (ex: 2,500), showing 2 decimal points, and rounding to the nearest value. The below screenshot shows us an updated "Variant ID" column after those settings formatted it.

Custom settings

The Format numbers step provides the following formatting options:

• Numbers
• Percents
• Currency
• Accounting

Regardless of the formatting options you select, you'll first select the column(s) you'd like to apply the formatting rules to. You can either select to Format these columns and select the specific columns you'd like to apply formatting to or you can select to Format all columns except and select the specific columns you'd like to exclude from formatting.

You can also add multiple formatting rules within the same step by clicking on the Add Format Rule button. Please note that your formatting rules will be applied from the top down.

Numbers

When you select to format columns as Numbers, you will have three additional settings to configure:

1. Comma grouping: You can choose whether to apply comma groupings or not. Selecting to apply comma grouping will add a comma for every thousands.
2. Decimals: You can input how many decimal places you'd like to display.
3. Rounding: You can choose whether to round to the nearest value, round down, or round up.

Percents

When you select to format columns as Percents, you will have three additional settings to configure:

1. Comma grouping: You can choose whether to apply comma groupings or not. Selecting to apply comma grouping will add a comma for every thousands.
2. Decimals: You can input how many decimal places you'd like to display.
3. Rounding: You can choose whether to round to the nearest value, round down, or round up.

Currency

When you select to format columns as Currency, you will have three additional settings to configure:

1. Currency: You can select a desired currency among the following options: Dollars ($), Euros (€), Indian Rupees (₹), Pounds (£), and Yen (¥)
2. Decimals: You can input how many decimal places you'd like to display.
3. Rounding: You can choose whether to round to the nearest value, round down, or round up.

Accounting

When you select to format columns as Accounting, you will have three additional settings to configure:

1. Currency: You can select a desired currency among the following options: Dollars ($), Euros (€), Indian Rupees (₹), Pounds (£), and Yen (¥)
2. Decimals: You can input how many decimal places you'd like to display.
3. Rounding: You can choose whether to round to the nearest value, round down, or round up.

The main difference between the Currency and Accounting options are that accounting will display negative numbers in parentheses ($5.00) while currency  displays negative numbers with a negative sign in front -$5.00.

Helpful tips

• The Format numbers step can also remove formatting from numbers. For example, if you have a column that contains the value, "$4000", you can configure to format this column as a "Number" which will update the formatting of the value to "4000".