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Format number, currency or percentage

By default, data format will follow the end-user's default locale or from their personal setting in Salesforce, You can change the format using throughout the document by editing the Default Data Formatter in the template file. This article covers:

  1. Using available pattern
  2. Create your own pattern
  3. Customize symbols and separators

Select Settings -> Salesforce Data

In the Default Data Formatter, click to the modify icon in the Currency, Number or Percentage formatter

Using available pattern

Click the Search icon on Pattern to open the pattern list

In the Pattern Editor, select the pattern you want to use

Click Test to see the example outcome

Click OK

Create your own pattern

If you want to have number format different than in the available list, such as having more decimal digits, you can also create your own pattern using the symbols in the following table.

Type a new pattern in the Value and click Test or OK

Symbol Description
0 A digit that is shown even if the value is zero
# A digit that is suppressed if the value is zero
. (Dot)
Placeholder for decimal separator. If no decimal separator is defined, it will take from user's locale
, (Comma) Placeholder for grouping separator. If no grouping separator is defined, it will take from user's locale
¤
Placeholder for currency symbol. If no currency symbol is defined, it will take from user's locale
% Multiply the value by 100 and show with the "%" symbol
' Used to quote special characters in prefix or suffix. See below example with '%'
'%' Show only the "%" sign without multiplying the value

Example of patterns for number, currency and percentage values

Value Locale Pattern Output
123456.789 en-US ###,###.###
123,456.789
123456.789
fr-FR ###,###.###
123 456,789
1234.5
en-US ###,###.###¤
123,4.5$
1234.5
en-US ¤ ###,###.###
$ 1,234.5
1234.5
fr-FR ¤ ###,###.###
€ 1 234,5
123.4 en-US ###.## 123.4
123.4 en-US ###.00 123.40
123.4 en-US 0000.00 0123.40
12.34 en-US ##.## % 1234 %
12.34 en-US ##.## '%' 12.34 %
Customize symbols and separators

You can customize Currency Symbol, Decimal Separator or Grouping Separator to display the data differently than user's locale.

Example: You want to keep the locale and only change the grouping separator into "space", that the number will be showed as 123 456.70 instead of 123,456.70

  • Click Modify the formatter
  • In Grouping Separator, add a "space"

You will see the final example how data will be format by default in the document. If you want to format a specific field differently than the rest of the document, you can create a Custom Data Formatter and apply that into the template.

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