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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. I området Teckensnitt väljer du teckensnitt, teckenstorlek, teckensnittsfärg och teckenstil (t.ex. fetstil) och eventuella effekter som ska användas (t.ex. understrykning).

    Obs! Det här alternativet är inte tillgängligt för vissa poster.

  7. Välj justering och bakgrundsfärg i området Cell.

    Obs! För den horisontella justeringen är det vanligast att vänsterjustera textdata. För numeriska data är det vanligast med högerjustering.

    Den vertikala justeringen har ingen effekt om inte kolumnen spänner över flera rader i de andra kolumnerna.

  8. I området Kantlinje väljer du kantlinjens placering, färg och format på cellen.

    Tips! Du kan markera eller avmarkera anpassade kantlinjer genom att klicka på de övre, nedre, vänstra eller högra kantlinjerna bredvid listrutan Position.

  9. För att formatera utrymmet inuti cellen klickar du på Ytterligare formateringsalternativ och anger värdena för bredden och höjden på cellinnehållet samt utrymmet ovanför, nedanför, till vänster och till höger om innehållet.

    Värdena anges i pixlar.

  10. Om du vill åsidosätta formaten och klasselementen i formatmallarna i Oracle CRM On Demand gör du egna val i området Anpassat CSS-format, alternativ:
    1. Klicka på de inställningar som du vill använda.
    2. Ange var klassen, formatet eller formatmallen finns.

      Obs! De avancerade formateringsalternativen är till för användare som vet hur man arbetar med underdokumentmallar.

  11. Klicka 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:

    Mall för inbäddad 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.

Publicerat i September 2017 Copyright © 2005, 2017, Oracle. Oracle förbehåller sig samtliga rättigheter. Legal Notices.