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Conga Support

Formatting Date and Text Fields in an Analysis

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

Formatting can be applied to the three primary field types used in an analysis: date, text, and value.  All field types can be formatted by changing the default alignment of the data in a field, and applying expanded spaces to auto-size the width of the field to accommodate the data. 

Formatting a Date Field

1.  Click Reports in the Navigation Toolbar, and select the BI Toolbox link in the menu.

2.  In the Home screen, locate the analysis whose field you want to format, and click its link.

3.  In the Analysis screen, locate the field in the Table section of the screen.

4.  Click on the field header, and click Format in the menu to display a secondary menu.

5.  Format the field by clicking an option specific to dates:

  • yyyy/MM/dd - displays April 15, 2018 as 2018/04/15.
  • yyyy/MM/dd hh:mm:ss - displays date and time (4:38 PM and 22 seconds) as 2018/04/15 04:38:22.
  • MM/dd/yyyy - displays date as 04/15/2018.
  • MM/dd/yyyy hh:mm:ss - displays date and time as 04/15/2018 04:38:22.

Click No Format to return the field to the default format.  Click an Align option to control the position of the date in a field, and click Expanded Spaces to resize the field to accommodate the date format.

Bi FormatDate.png

   You do not need to save the file to retain the changes you make by formatting data.

Formatting a Text Field

1.  Repeat Steps 1-4 in Formatting a Date Field.

2.   Format the field by clicking an option specific to text:

  • Align Left, Align Center, or Align Right - arranges the data in the field so it is flush left, centered, or flush right.
  • Expanded Spaces - changes the width of the field so the data displays in a single line, instead of the data being wrapped to accommodate the width of the field.

Click No Format to return the field to the default format.  Click an Align option to control the position of text in a field, and click Expanded Spaces to resize the field to accommodate the text.

BI FormatText.png