In Qvinci Gallery templates, most financial cells use number formatting, with the options set to highlight negative values in red and in parentheses with two decimal points.
Qvinci's report editor lets you change the formatting of your financial data to display these values differently.
If you add rows or columns, the cells will be set to General by default. To get these formats to match the default Qvinci template, or to modify a template report to match your reporting needs, these can be adjusted.
You can access and modify these settings in the Format Cells dialog box (on the HOME tab, click into the Custom dropdown menu in the Numbers section).
Format Cell Options
In Qvinci Gallery templates, most financial cells use Excel's "Number" formatting, with the options to highlight negative values in red and in parentheses with two decimal points. If you add rows or columns, the cells will be "General" by default.
Qvinci provides built-in number formats from which you can choose. To use one of these formats, click any one of the categories below General and then select the option that you want for that format. When you select a format from the list, Qvinci automatically displays an example of the output in the Sample box on the Number tab. The most common number formats used in reports are listed below.
Default value for Qvinci Gallery templates and recommended setting for most financial values. Options include the number of decimal places, whether or not the thousands separator is used, and the format to be used for negative numbers.
|Currency||Similar to the Number format but can include a currency symbol. Options include the number of decimal places, the symbol used for the currency, and the format to be used for negative numbers.|
|Accounting||Similar to Currency, but the currency symbol (if included) is left-aligned, while all numbers and decimal places are right-aligned. Options include the number of decimal places and the symbol used for the currency.|
|Date||Select the style of the date from the Type list box.|
|Percentage||Formats the number as a percentage of 100. You can set the number of decimal places included in the percentage.
NOTE: You cannot change the number of decimals in a percentage that is generated by enabling Vertical Analysis.
Allows you to set a Custom format string, similar to Excel. Each format that you create can have up to three sections for numbers, separated by semicolons - one for positive numbers, one for negative numbers, and lastly for zeroes.
If you have only one section, all numbers (positive, negative, and zero) are formatted with that format.
Custom format strings can also be used to change the text color of numbers that fall within certain ranges, though it is recommended to instead use Conditional Formatting.
Formats with %%accounts%% and %%total%% Macros
Qvinci uses macros to make templates dynamic. The %%accounts%% macro dynamically populates rows for each account in a particular section that has data for the selected date range.
When you apply formatting to the %%accounts%% row, that same formatting will be carried over for each account in the entire section. In the example below, any formatting applied to Cell C12 would apply to every Income account that is populated in the report in Column C.
Similarly, the %%totals%% macro determines how subtotals of parent accounts are styled and formatted. If you wanted subtotals to be formatted differently than the individual accounts, you could change the formatting of Cell C13 and it would apply to every subtotal in the Income section.
Accounts and Totals macros only apply to the specific section where they are contained. If you wanted to apply the formatting to all accounts across the entire report, you’d want to change the formatting for the other %%accounts%% and/or %%totals%% rows in other sections such as COGS, Expense, etc.
Date Format Macros
If you have date range macros, you will need to apply cell formatting in multiple columns. For example, if you added a macro for a different date range for specific rows in the above example Column D, you'd also want to apply cell formatting to the cells below in D12 %%accounts%% and D13 %%totals%%.
If you'd like to apply a different format from the other for a specific account, you must hard code the account. Please contact Qvinci Customer Success below for free training and learn how to complete the steps required.
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