Best way to format currency in Charts

I’d like to truncate the currency totals in my charts to round to the thousands and then if its in the millions switch from K to M. 

What would be the best way to do this in Charts and Rich Text Components?


You can do this with Model UI Formula fields. You can format the totals and then use an IF statement to choose when to show one or the other. Here is a page that demonstrates this:



“$” + VALUE(ROUND({{sumAmount}}/1000)) + " K"

“$” + VALUE(ROUND({{sumAmount}}/1000000)) + " M"




<p><span style=“font-size:28px;”><span style=“color:#ffffff;”>Opportunity Total Amount</span></span></p>

<p><span style=“font-size:28px;”><span style=“color:#ffffff;”>Default: {{sumAmount}}</span></span></p>

<p><span style=“font-size:28px;”><span style=“color:#ffffff;”>K: {{TotalThousands}}</span></span></p>

<p><span style=“font-size:28px;”><span style=“color:#ffffff;”>M: {{TotalMillions}}</span></span></p>

<p><span style=“font-size:28px;”><span style=“color:#ffffff;”>S: {{SwitchFormat}}</span></span></p>



Thanks for the reply Bill! I was hoping there would be an easier way that I just couldn’t figure out. But, I’ll just have to do this.

Appreciate it!