Formatting decimal values in fields

Artículo
12/06/2023

This article describes how you can format the decimal values that appear in fields on table, pages and reports. For example, you can change how the data appears in a Cue on the Role Center page. To format data, you use a combination of the AutoFormatType Property, AutoFormatExpression Property, and DecimalPlaces Property of the field. These properties work together to enable you to specify the following:

Display amounts and unit amounts in another currency.
Specify the number of decimal places.
Specify whether to display a thousand separator.
Specify characters before and after the value, such as currency signs or %.

Implementation overview

When a field is used on a page or report, you can set the AutoFormatType and AutoFormatExpr properties directly on the page field or report field (column), or you can set them on the underlying table field. If you specify the properties on the table field, then the format applies wherever the field is used. Specifying the properties on the page or report field will only apply the format to the specific page or report. If you specify the properties on the table field and the page or report field, then the settings on the page or report field take precedence.

When you use the AutoFormatType and AutoFormatExpression properties to format a field, two events are raised by the system codeunit 45 Auto Format: OnResolveAutoFormat and OnAfterResolveAutoFormat.

Example

The following example illustrates how AutoFormatType and AutoFormatExpr are defined on a field of type Decimal in the Customer table. It then shows how these properties are overridden on a page and a report that build on top of the Customer table.

Assume that the Customer table has two fields Budgeted Amount and Credit Limit (LCY) of type Decimal and that these fields are formatted on the table using AutoFormatType and AutoFormatExpr.

table 18 Customer
{
... 

fields
    {
        ...
        field(19; "Budgeted Amount"; Decimal)
        {
            AutoFormatExpression = Rec."Currency Code";
            AutoFormatType = 1;
        }
        field(20; "Credit Limit (LCY)"; Decimal)
        {
            AutoFormatType = 1;
        }
        ...
    }
}

When defining a page MyCustomer on top of the Customer table, you can decide to override or keep the formatting that was defined on the table level:

page 50142 MyCustomer
{
     SourceTable = Customer;
     ...

     layout
     {
        area(content)
        {
            group(General)
            {
                field("My Budgeted Amount"; Rec."Budgeted Amount")
                {
                    // this will override the formatting defined on the field definition in the table 
                    AutoFormatType = 2; 
                }
                field("Credit limit"; Rec."Credit Limit (LCY)")
                {
                    // here, you inherit the formatting from the field definition in the table 
                }
            }
        }
     }
}

Similarly, when defining a report MyCustomerReport using data from the Customer table, you can also decide to override or keep the formatting on fields that was defined on the table level:

report 50143 MyCustomerReport
{

...

    dataitem(CustomerDataItem; Customer)
    { 
        ...
        column("My Budgeted Amount"; "Budgeted Amount")
        {
            // here, you inherit the formatting from the field definition in the table 
        }
        column("Credit limit"; "Credit Limit (LCY)")
        {
            // this will override the formatting defined on the field definition in the table
            AutoFormatType = 2; 
        }
        ...
    }
...
}

Setting up data formatting

The settings for the AutoFormatType, AutoFormatExpression, and DecimalPlaces properties depend on the type of data that is displayed, for example, this could be currency amounts, unit amounts, simple decimals, or ratios. Usually, the AutoFormatType property is the primary setting, which in turn determines the options for setting the DecimalPlaces and AutoFormatExpr properties.

If the AutoFormatType isn't set or is set to an incorrect property value, then the default setting is used, regardless of whether the AutoFormatExpression or DecimalValues properties are set. The default setting uses AutoFormatType = 1 and AutoFormatExpression = ''.

The following tables describe how to set each of the properties to achieve the format that you want.

Setting the DecimalPlaces property

With the following setup, the AutoFormatExpression property is ignored.

AutoFormatType Property	DecimalPlaces Property	Usage Description
0	Set to the number of decimal places that you want to display for the value.	Use this configuration when you want to format the decimal value according to the Standard Format 0 (which is the default format) with a specific number of decimal places. For example, if the value is a US decimal `-76543.21` and you set the DecimalPlaces property to `0`, then the value appears as 76,543. The properties look like this: `AutoFormatType = 0;` `DecimalPlaces = 0;`

Setting the AutoFormatExpression property

With the following setup, the DecimalPlaces property is ignored.

AutoFormatType Property	AutoFormatExpression Property	Usage Description
1	Set to return a currency code, such as USD or IDR. The blank currency code `''` denotes LCY and is the default value.	Use this configuration when you want to format the data as an amount. For example, a sales order uses two decimals when the currency is defined as US dollar and no decimals when the currency is defined as IDR (Indonesian rupiah). For example: `AutoFormatType = 1;` `AutoFormatExpression = 'IDR';`
2	Set to return a currency code such as USD or IDR. The blank currency code `''` denotes LCY and is the default value.	This is similar to the previous configuration where the AutoFormatType property is set to `1`, except you use this configuration when you want to format the data as a unit amount.
10	Set to the property according to the following syntax: `'[SubType][,<currencycode or expression>[,<PrefixedText>]]'` `SubType` can be `1`, `2`, another number, or omitted: `1` sets the value to an amount type (see 1 above). `2` sets the value to a unit amount type (see 2 above). The syntax for these two settings is: `'SubType,<currencycode[,<PrefixedText>]'` If you omit the subtype or use a number other than one or 2, the syntax is: `'<CustomNumber>, <expression>[,<PrefixedText>]'` where `<expression>` sets the precision and one of the standard formats. For more information, see Standard Formats.	Use SubType `1` to add the currency symbol and use the amount type precision. You use SubType `2` for unit amount precision. For example, set the property to `'1,USD'` to add the $ symbol, like $543.21. `AutoFormatType = 10;` `AutoFormatExpression = '1,USD';` If you omit the SubType, you can use this configuration to customize the format based on one of the standard formats. This option enables you to specify characters before and after the decimal value, such as currency signs $ and percent %. For example, if you want to prefix the decimal value with a $, include a thousand separator, and have a maximum of two decimal places, such as $76,453.21, then you can set the properties to: `AutoFormatType = 10;` `AutoFormatExpression = '$<precision, 2:2><standard format, 0>'` If you want to display the decimal value as a percentage, then you can add `%` at the end of the setting. For example: `AutoFormatType = 10;` `AutoFormatExpression = '<precision, 1:1><standard format,0>%'` When you include a `%` at the end of the setting, then the decimal value is assumed to be the ratio, and the decimal value will be multiplied by 100. For example, a value of 0.98 will be formatted to 98%.
11	Set the property to the standard format as explained below. For example: `'<Precision,3:3><Standard Format,0>'`	Use this option when you want full control over the formatting. The format string is applied exactly as specified in the AutoFormatExpr property.

Precision

The precision determines the minimum and maximum number of decimal points for values. The precision takes the format <precision,minimum:maximum>. For example, <precision,minimum:maximum> sets the data with a minimum of 2 and a maximum of three decimal places.

Standard formats

The following table describes the standard formats that are available for the AutoFormatExpression property when the AutoFormatType property is set to 10.

Standard Format	Format Description	Europe Decimal Example	US Decimal Example
0	<Sign><Integer Thousand><Point or Comma><Decimals>	-76.543,21	-76,543.21
1	<Sign><Integer><Point or Comma><Decimals>	-76543,21	-76543.21
2	<Sign><Integer><Point or Comma><Decimals>	-76543.21	-76543.21
3	<Integer Thousand><Point or Comma><Decimals><Sign>	76.543,21-	76,543.21-
4	<Integer><Decimals><Point or Comma><Sign>	76543,21-	76543.21-
9	XML format	-76543.21	-76543.21

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