Analytics > Designing an Analysis > Getting Started with Analytics Reports > Changing the Appearance of Reports in Analytics
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
- In Oracle CRM On Demand, click the Analytics tab.
- On the Home page, click Catalog and locate an analysis.
- Open the analysis.
- Select the report that you want to work with, then click OK.
- 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.
- En el área Fuente, seleccione las opciones de familia, tamaño, color y estilo (por ejemplo, negrita) de fuente, así como los efectos que desee aplicar (por ejemplo, subrayado).
NOTA: En algunos ítems, esta opción no está disponible.
- En el área Celda, configure la alineación y el color de fondo.
NOTA: Para la alineación horizontal, la justificación más habitual para datos de texto es Izquierda. Para datos numéricos es Derecha.
La alineación vertical no tiene ningún efecto, a menos que la columna abarque varias filas de otras columnas.
- En el área Borde, seleccione las opciones de posición del borde, color y estilo de la celda.
CONSEJO: Para seleccionar o anular la selección de bordes personalizados, haga clic en el borde superior, inferior, izquierdo o derecho junto a la lista desplegable Posición.
- Para dar formato al espacio de la celda, haga clic en Opciones de formato adicionales y especifique valores de anchura y altura para el contenido de la celda, así como para el espacio situado arriba, abajo, a la izquierda y la derecha del contenido.
Los valores se especifican en píxeles.
- Para sustituir los elementos de estilo y clase especificados en la hoja de estilos de Oracle CRM On Demand, realice las selecciones en el área Opciones de estilo CSS personalizadas:
- Haga clic en la configuración que desee utilizar.
- Especifique la ubicación de la clase, el estilo o la hoja de estilos.
NOTA: Las opciones avanzadas de formato de estilo están indicadas para los usuarios que conocen el funcionamiento de las hojas de estilo es cascada (CSS).
- Haga clic en Aceptar.
To copy and paste a formatting attribute
- 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.
- Open the Cosmetic Formatting dialog box, click the Copy Formatting button, then click Cancel to close the Cosmetic Formatting dialog box.
- Go to the item to which you want to paste the formatting.
- 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
- In the Build and View Analysis page, go to Step 2 Create Layout.
- Click Add View, and select the view that you want.
- Click the Import View Formatting From Another Analysis button, which is near the top of the workspace:

Note: You can import formatting from reports that have formats from Step 2 (Creating Layouts). Formatting from Step 1 (Defining Criteria) cannot be imported.
- In the Import Saved Format dialog box, navigate to the saved report, and click OK.
- Click either the Saved Results link or the Preview Analyses button.
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