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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. Foreta valg for familie, størrelse, farge, stil (for eksempel fet) og eventuelle effekter du vil bruke (for eksempel understreking), for skrift under Skrift.

    MERKNAD: Dette valget er ikke tilgjengelig for alle elementer.

  7. Konfigurer justering og bakgrunnsfarge under Celle.

    MERKNAD: Når det gjelder vannrett justering, er venstrejustering det vanligste for tekstdata. Når det gjelder numeriske data, er høyrejustering det vanligste.

    Loddrett justering har ingen innvirkning med mindre kolonnen strekker seg over flere rader i andre kolonner.

  8. Foreta valg for kantlinjeposisjon, farge og format for cellen under Kantlinje.

    TIPS: Du kan velge eller oppheve valg av egendefinerte kantlinjer ved å klikke på øverste, nederste, venstre og høyre kantlinje i nærheten av rullegardinlisten Posisjon.

  9. Klikk på Flere formateringsvalg, og angi verdier for bredden og høyden på innholdet i cellen samt mellomrom over, under, til venstre og til høyre for innholdet, for å formatere mellomrom i cellen.

    Verdiene angis i piksler.

  10. Foreta valg under Valg for egendefinert CSS-format hvis du vil overstyre format- og klasseelementene som er angitt i stilark for Oracle CRM On Demand:
    1. Klikk på innstillingene du vil bruke.
    2. Angi stedet for klassen, formatet eller stilarket.

      MERKNAD: De avanserte stilformateringsvalgene for format er for brukere som har erfaring fra arbeid med gjennomgripende stilark.

  11. Klikk på OK.

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:

    Mal for innebygd OnDemand-ikon

    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.

Publisert September 2017 Copyright © 2005, 2017, Oracle. Med enerett. Legal Notices.