Using Excel Formatting

Data source types: Oracle Essbase, Oracle Hyperion Planning, Oracle Planning and Budgeting Cloud, Oracle Financial Consolidation and Close Cloud, Oracle Hyperion Financial Management, Oracle Enterprise Performance Reporting Cloud

If you use Excel formatting, your formatting selections, including conditional formatting, are applied and retained on the grid when you refresh or perform ad hoc operations.

When you use Excel formatting, Oracle Smart View for Office does not reformat cells based on your grid operations, and it does not mark cells as dirty when you change data values. Smart View does preserve the formatting on the worksheet between operations.

Using Excel formatting is generally preferable for highly formatted reports, and you must use Excel formatting for data sources whose application-specific colors are not supported by the Excel color palate.

To use Excel formatting on ad hoc grids:

  1. From the Smart View ribbon, select Options.
  2. From Options, select Formatting from the left pane.
  3. Select Use Excel Formatting.
  4. Optional: To copy parent cell formatting to zoomed-in cells, select Move Formatting on Operations. With this option selected, formatting also stays with members when you pivot.
  5. Click OK.

Example 6-1 Excel Formatting and Merged Cells

To preserve the merged cell formatting during ad hoc operations (except Pivot), you must select both Use Excel Formatting and Preserve Formulas and Comments in ad hoc operations options.

To replicate merged cell formatting during ad hoc operations (except Pivot), you must select all of Use Excel Formatting, Preserve Formulas and Comments in ad hoc operations and Format Fill options.