Format Text Data Types with Rich Text

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Pigment allows rich text formatting, such as bold and italics, when the Text data type is used in a Metric, Transaction List Property, or Dimension List Property. This article discusses how to enable and use it.

How to enable rich text formatting

You have to enable rich text before applying rich text options such as bold.

For a column

To enable it for a given column with data type Text, take the following steps:

  1. Right-select the header row of the Metric or List Property (shown below), or select the down arrow.

  2. From the dialog that opens, select Format.

  3. Then select the three dots in the dialog’s bottom right, labelled with the More options tooltip.

  4. For the item Text rendering in the bottom row of the dialog, select the second button (see below):

As Default formatting

To switch on rich text as a Default formatting option for Dimensions, Transaction Lists and Metrics with data type Text, do as follows:

  1. Select Format in the top toolbar.

  2. In the right sidebar that opens, select Default on the far right.

  3. Select the blue pencil icon labelled with the Edit default tooltip.

  4. In the dialog that opens, for the item Text rendering, select the second button Rich text.

Rich text formatting options

With rich text formatting enabled as above, you can:

  • add links

  • create bullets and numbered lists

  • make text bold or italic

When inputting data, use the markers shown in the table below to denote what formatting should be applied to text. Text in imported files can also be formatted this way:

Desired formatting

Rich text formatting disabled

Rich text formatting enabled

Bold

**text**

text

Italic

_text_

text

Link

[text](www.pigment.com)

text

Bullet

- text

  • text

Numbered list

1. text

  1. text

You can also use a formula to fill a Text data type Metric or Property with formatted text. For this, use the following syntax:

Desired formatting

Rich text formatting disabled

Rich text formatting enabled

Bold

"**"&"text"&"**"

text

Italic

"_"&"text"&"_"

text

Link

"[text]("&"www.pigment.com"&")"

text

Add line break

"Line 1"&"

"&"Line 2"
(type shift+enter twice between double quotation marks)

Line 1

Line 2

Not supported

The below markdown is not supported:

~~Underline~~

> Citation

#H1

![text](image.png)

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