Show numbers as currency, percentages, or decimals
- Ask Ari
- By hand
On the P&L table, show Revenue and Gross Profit as currency with no decimals, and Gross Margin as a percentage with one decimal.
Show numbers in thousands or millions
cfo.ai has no format that shows numbers in thousands or millions. Ask Ari for a Variable that divides by 1,000, such as Revenue (thousands).Format several rows at once
Select several row names: drag down the row-name column, or press ⌘ A to select the whole table. Right-click one of the selected row names. The menu entry reads Format [N] variables and applies to every selected row.Color, bold, and indent rows
In Format and display, choose Background to fill the row, column, or cell with a color, or No fill to remove it. Choose Text style for Bold, Italic, Underline, or Strikethrough. On a row, Indent and Outdent move the row name in or out, as in an income statement. Reset formatting removes everything set at that place on this table. These settings belong to this table, so the same Variable can look different on another table.Color the cells you type into
cfo.ai does not color typed-in cells automatically. It marks a cell that holds its own value with a dashed underline; see See whether a number is typed or calculated. To color your inputs, select those cells or rows and set a Background.Why a number is green or red
Numbers turn green or red only in comparison columns: Variance and Variance %. Green means the change is good and red means it is bad, and an increase shows a +. Plain values are never colored by their sign. Which direction counts as good is a setting on the Variable, so it applies on every table:- Right-click the Variable’s row name and choose Format and display.
- Choose Variance colors, then Higher is better or Lower is better.
Color a Dimension’s items, or show them as plain text
Right-click the Dimension’s label row, such as DEPARTMENT above its items, or right-click one of its items and choose [Department] dimension settings. Then choose Format and display. Choose Dimension color to set the color of the Dimension’s item pills on every table. Choose Display as to show the items as a Pill or as Plain text; that choice applies to this table, and only in your browser.Change how dates read in the headers
Right-click a date header, choose Format and display, then Date format, and pick a style such as Abbreviated (Sep-26), Full month (September 2026), or Compressed year (Sep ’26, or W35 ’26 for a week). The style applies to this table. Every style, at every grain, is listed in Date formats.
Show, hide, or pin total columns
A total column, also called a summary column, sits at the end of each group of columns and summarizes the cells shown in that group, such as each region’s months. It is different from a parent row that adds up the rows beneath it; see Totals, aggregation, and time rollups.- To show or hide them, open the table’s … menu, Table block settings, and choose Show total columns.
- To keep them beside the row names while you scroll, choose Pin total columns in the same menu.
- To choose what a total column shows, right-click its header and choose None, Sum, Average, Minimum, Maximum, Count, or Last. Only summaries that fit the Variables are offered. The header names the choice, such as SUM, LAST, or TOTAL for None.
- To show only a group’s total, select the arrow in the group’s header.
Hide rows and columns
Select Show table setup at the left of the table header. In the panel, point at the row or column and select its eye button (Hide [name]). Select it again (Show [name]) to bring it back. Hidden rows and columns keep their settings, and the table hides them for everyone. Hiding a level inside a group of columns keeps the group’s total column, so you can hide the months and keep each region’s total. To show or hide the label rows above each Dimension’s items, such as DEPARTMENT, open Table block settings and choose Show dimension headers.Resize and reorder rows and columns
- To resize a column, drag the right edge of its header. Double-click the edge to fit the column to its content, or choose Auto-fit all columns in Table block settings to fit every column. Widths are saved for everyone.
- To reorder rows, point at the left edge of a row and drag its grip. Dragging the items of a Dimension puts the Dimension in a manual order; see Filter and sort a table.
- To reorder columns, drag a column header. Date columns stay in date order.
Pin (freeze) a column while you scroll
The row names always stay in view while you scroll. To keep another column in view too, such as Department on an employee table, right-click its header and choose Pin column. You can also drag the header into the pinned area beside the row names. Unpin column releases it. Date columns cannot be pinned. A pin is saved with the table for everyone.Flip rows and columns
A table has no transpose button. To flip a table, such as putting the months down the side and the Variables across the top, ask Ari:Flip the Cash table so the months run down the rows and the Variables across the columns.Ari moves the Variables and the dates between the rows and the columns. Moving them changes only the layout; every cell keeps its value. By hand, you can drag an item between Rows and Columns in the table setup panel. A table must keep all of its Variables on one side, so a full flip is easiest with Ari.