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.
- Na área da Fonte, selecione o tipo de fonte, tamanho, cor, estilo (negrito, por exemplo) e efeitos que queira aplicar (como sublinhar).
OBSERVAÇÃO: essa opção não está disponível para alguns itens.
- Na área da Célula, configure o alinhamento e a cor de fundo.
OBSERVAÇÃO: para o alinhamento horizontal, normalmente se utiliza à esquerda para texto. Para números, se utiliza à direita.
O alinhamento vertical não tem impacto, a menos que a coluna ocupe várias linhas de outras colunas.
- Na área Borda, selecione a posição da borda, a cor e o estilo da célula.
DICA: você pode selecionar ou não bordas personalizadas clicando nas bordas superior, inferior, da esquerda e da direita próximo à lista suspensa Posição.
- Para formatar o espaçamento na célula, clique em Opções de formatação adicionais e especifique valores para largura e altura do conteúdo da célula, e o espaço acima, abaixo, "a esquerda e "a direita do conteúdo.
Os valores são especificados em pixels.
- Para substituir os elementos de estilo e classe especificados nas folhas de estilo do Oracle CRM On Demand, faça suas seleções na área de Opções do estilo CSS personalizado:
- Clique na configuração que deseja usar.
- Forneça o local da classe, estilo ou folha de estilos.
OBSERVAÇÃO: as opções de formatação de estilo avançadas são para usuários que sabem utilizar folhas de estilo em cascata.
- Clique em OK.
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.
|