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Power BI Tips
and Timesavers
Using Custom Formats in
Power BI
Power BI comes ready loaded with a wide range of format options
But did you know that you are not limited to the pre-defined options
Some organisations have specific standards for things such as date
formats, these can be catered for using custom formats
Custom Formats on Cards
Cards are a great way
to feature key pieces of
information
But if you have a need
to use a custom format
that is not one of the
standard formats then
its not obvious how to
do it
Show data
as Millions
Prefix with a
‘+’
Show as
pence
Show data as Millions
Select the card you
need to format
On the
Visualizations
panel
 Format Visual
 Call out Value
Then select the
relevant display
units
Prefix with a Plus (or minus)
By default, if the field we want to show on the card is set as
a percentage, it looks like this
To change the card to look as we want it, we need to go to
the model and select a custom format in there
By setting the format to +0%; -0% the format will prefix all
positives with a plus, the semi colon ; then tells it to apply a
different value for negatives
It now looks as we need it to
Show values as pence
If we set the field to be a currency format, in our case GBP then
the value is expected to be in £
Earnings per share for example are reported usually in pence
(So remember to multiply by 100!)
Then we can set a custom format to show p suffix in a similar
way, in this example we have not set a negative option
By using the format code 0.0p, this sets it to 1 decimal place
Custom Format Strings
If you are used to setting
custom formats in Excel, it is
the same type of process
The semi colon splits the
rules into
[Positives];[Negatives];[Zero]
;[Text Values]
In your Power BI desktop,
click ‘Learn More’ to read
further
Custom Format Strings for dates
Here is an example for a date format
At first, date formats appear to be limited to a few
common formats
But if we want to use the format dd-mm-yyyy
then we need to create it as a custom format
On the modelling tab, select the field, then in the
properties you can apply this custom format
Mastering the array of options that you can apply using custom formats
can give you more control over the look and feel of your reporting in
Power BI
For more Tips, Tricks and
Timesavers, visit our website
Business Analytics Blog – Select Distinct
Credit: simon.harrison@selectdistinct.co.uk

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Custom Formats in Power BI

  • 1. Power BI Tips and Timesavers Using Custom Formats in Power BI
  • 2. Power BI comes ready loaded with a wide range of format options But did you know that you are not limited to the pre-defined options Some organisations have specific standards for things such as date formats, these can be catered for using custom formats
  • 3. Custom Formats on Cards Cards are a great way to feature key pieces of information But if you have a need to use a custom format that is not one of the standard formats then its not obvious how to do it Show data as Millions Prefix with a ‘+’ Show as pence
  • 4. Show data as Millions Select the card you need to format On the Visualizations panel  Format Visual  Call out Value Then select the relevant display units
  • 5. Prefix with a Plus (or minus) By default, if the field we want to show on the card is set as a percentage, it looks like this To change the card to look as we want it, we need to go to the model and select a custom format in there By setting the format to +0%; -0% the format will prefix all positives with a plus, the semi colon ; then tells it to apply a different value for negatives It now looks as we need it to
  • 6. Show values as pence If we set the field to be a currency format, in our case GBP then the value is expected to be in £ Earnings per share for example are reported usually in pence (So remember to multiply by 100!) Then we can set a custom format to show p suffix in a similar way, in this example we have not set a negative option By using the format code 0.0p, this sets it to 1 decimal place
  • 7. Custom Format Strings If you are used to setting custom formats in Excel, it is the same type of process The semi colon splits the rules into [Positives];[Negatives];[Zero] ;[Text Values] In your Power BI desktop, click ‘Learn More’ to read further
  • 8. Custom Format Strings for dates Here is an example for a date format At first, date formats appear to be limited to a few common formats But if we want to use the format dd-mm-yyyy then we need to create it as a custom format On the modelling tab, select the field, then in the properties you can apply this custom format
  • 9. Mastering the array of options that you can apply using custom formats can give you more control over the look and feel of your reporting in Power BI
  • 10. For more Tips, Tricks and Timesavers, visit our website Business Analytics Blog – Select Distinct Credit: simon.harrison@selectdistinct.co.uk