Visible gives you flexible control over how metrics are rounded and formatted at the metric, fund, and chart level. Set default rounding and formatting when creating or editing portfolio metrics, including fund metrics, to ensure consistency across dashboards. You can also override these defaults within individual charts and insights without changing the underlying metric.
Read more for step by step instructions:
Portfolio Metrics Rounding and Formatting
To control the rounding settings of a portfolio metric, create a new portfolio metric, or edit an existing one.
Click Metrics from the navigation menu. Then, select Portfolio metrics. Under the Default format section, choose the formatting that your would like for your metric. Then, click Save.
Fund Metrics Rounding and Formatting
To control the rounding settings of a fund metric, navigate to Metrics and then select Fund metrics. Next, click directly into a fund metric.
Click Metrics from the navigation menu. Then, select Fund metrics & click into the fund metric that you want to update the rounding for.
Click the Settings tab and change the format and rounding settings.
Under the Settings tab, you'll see the Format and Chart Settings section. Choose the formatting that your would like for your metric and click Save.
Chart-level Rounding and Formatting
To control the rounding settings of a chart, first navigate to your dashboard.
Click Dashboards from the navigation menu.
Then, click the three dots in the widget where you want to set custom rounding settings & click Edit.
Next, click the three dots in the right corner of a chart. Then, select Edit.
Click the down arrow to show the full metric details. Then, select the Rounding and Formatting settings for the chart.
Click the down arrow next to the metric to view all of the metric settings. Then, under Rounding and Format, choose your settings. Lastly, click Save.
Note that Insights have their own Rounding and Formatting settings as well.
Let us know if you have any questions!