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Changing the Appearance of Reports in Analytics

When setting up or updating reports, you can change the visual appearance of reports, known as cosmetic formatting. You can apply cosmetic formatting, copy and paste cosmetic formatting attributes, and save a formatted report to use as a style template.

Depending on the item you are formatting, the dialog box displays different options, such as font, cell, and border controls, background color, additional formatting options such as cell padding, and custom CSS style options for HTML.

You can change the appearance of:

  • Columns and sections, such as background color and borders
  • Columns in tables
  • Size of titles

You can copy the range of cosmetic formatting attributes that you apply to an item, such as a column in a table, and paste them to an item of the same type, such as another column in the table or a column in a different table. You can also restore the default appearance. To do this, use the icons at the top right of the dialog boxes.

Views that support copying and pasting include the table, pivot table, and chart views.

About Saving Reports as Style Templates

After you have customized the cosmetic appearance of a report and saved it, you can use it as a template. This allows you to apply the formatting from the saved report to new or existing reports.

Views that support the use of a saved report as a template include the table, pivot table, and chart views.

This topic contains information about performing the following tasks:

  • Formatting the visual appearance of a report
  • Copying and pasting a formatting attribute
  • Restoring the default appearance of an attribute
  • Using a saved report as a template

To format the visual appearance of a report

  1. In Oracle CRM On Demand, click the Analytics tab.
  2. On the Home page, click Catalog and locate an analysis.
  3. Open the analysis.
  4. Select the report that you want to work with, then click OK.
  5. In the Build and View Analyses page, open the cosmetic format dialog box by doing one of the following:
    • In Step 1, click the Column Properties button, and then click the Style tab in the Column Properties dialog box.
    • In Step 2, open the Edit Format dialog box by doing one of the following:
      • For Title or Table, click the Format View button.
      • In the pivot table view, click the Pivot Table View Properties button and then the Set alternate format button.

        NOTE: In the table view, you can also click the format column button and use the Value Format tab. In the pivot table view, you can also click the section properties button and use the Section Properties tab.

        The cosmetic format dialog box appears.

  6. 在“字体”区域中,选择字体系列、大小、颜色、样式(如粗体),以及所要应用的所有效果(如下划线)。

    注意:对于某些项目,此选项不可用。

  7. 在“单元格”区域中,设置对齐方式和背景颜色。

    注意:对于水平对齐,最常用于文本数据的对齐方式是左对齐。对于数值数据,最常用的对齐方式是右对齐。

    除非列跨其他列的多个行,否则垂直对齐没有任何效果。

  8. 在“边框”区域中,对单元格的边框位置、颜色和样式进行选择。

    提示:通过单击“位置”下拉列表旁边的顶部、底部、左侧和右侧边框,可选择或取消选择定制边框。

  9. 要设置单元格内的间距格式,请单击“其他格式设置选项”,然后指定单元格内容的宽度和高度以及这些内容上、下、左、右的空白值。

    值是以像素为单位指定的。

  10. 要覆盖 Oracle CRM On Demand 样式表中所指定的样式和类元素,请在“定制 CSS 样式选项”区域中进行选择:
    1. 单击要使用的设置。
    2. 指定类、样式或样式表的位置。

      注意:高级样式格式设置选项由了解如何使用级联样式表的用户使用。

  11. 单击“确定”。

To copy and paste a formatting attribute

  1. In the Build and View Analysis page, go to the item whose formatting you want to copy, such as a row, column, or table cell.
  2. Open the Cosmetic Formatting dialog box, click the Copy Formatting button, then click Cancel to close the Cosmetic Formatting dialog box.
  3. Go to the item to which you want to paste the formatting.
  4. Open the cosmetic formatting dialog box, click the paste formatting button, then click OK to apply your changes.

To restore the default appearance

  • Open the Cosmetic Formatting dialog box for the item, and then click the Clear Formatting button.

For some types of views, when you add the view, you can use a saved report as a template, as described in the following procedure.

To use a saved report as a template

  1. In the Build and View Analysis page, go to Step 2 Create Layout.
  2. Click Add View, and select the view that you want.
  3. Click the Import View Formatting From Another Analysis button, which is near the top of the workspace:

    OnDemand 嵌入的图标模板

    Note: You can import formatting from reports that have formats from Step 2 (Creating Layouts). Formatting from Step 1 (Defining Criteria) cannot be imported.

  4. In the Import Saved Format dialog box, navigate to the saved report, and click OK.
  5. Click either the Saved Results link or the Preview Analyses button.

已发布 9月 2017 Copyright © 2005, 2017, Oracle. 保留所有权利。Legal Notices.