Saving Native Excel Formatting to Planning

Data source types: Oracle Hyperion Planning

Oracle Smart View for Office provides a way for users to save native Excel formatting back to the Planning server as part of a form or ad-hoc grid. The saved formatting is applied in both the Planning browser interface and when the form is rendered within Excel. You can then choose how to display the formatting in Smart View. This functionality is in addition to the existing Smart View cell styles functionality (described in Cell Styles).

These formatting options are available in the Formatting group of the Planning ribbon shown in Figure 15-1.

Figure 15-1 Formatting Options


The Formatting group options from the Planning ribbon. Options are Save, Clear, and Apply