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Analytics > Designing an Analysis > Getting Started with Analytics > 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 graph 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 graph 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 an analysis

1. In Oracle CRM On Demand, click the Analytics tab.
2. On the Home page, click Catalog, locate an analysis, and then click Edit.
3. Open the cosmetic format dialog box by doing one of the following:
   • In the Criteria tab, click the Column Properties button, and then click the Style tab in the Column Properties dialog box.
   • In the Results tab, open the Format Container dialog box by doing one of the following:
     • For Title or Table, click the Format Container button.
     • Click the View Properties button and then check the Set alternate format button.

       The cosmetic format dialog box appears.

4. In the Font area, make your selections for the font family, size, color, style (such as bold), and any effects that you want to apply (such as underlining).

   NOTE: For some items, this option is not available.

5. In the Cell area, set up the alignment and background color.

   NOTE: For horizontal alignment, the most common justification for text data is left. For numeric data, the most common justification is right.
   
   Vertical alignment does not have any impact unless the column spans multiple rows of other columns.

6. In the Border area, make your selections for the border position, color, and style of the cell.

   TIP: You can select or deselect custom borders by clicking the top, bottom, left, and right borders near the Position drop-down list.

7. To format spacing within the cell, click Additional Formatting Options and specify values for the width and height of the cell contents, and the space above, below, left and right of the contents.

   Values are specified in pixels.

8. To override the style and class elements specified in Oracle CRM On Demand style sheets, make your selections in the Custom CSS Style Options area:
   1. Click the settings that you want to use.
   2. Provide the location of the class, style, or style sheet.

      NOTE: The advanced style formatting options are for users who know how to work with cascading style sheets.

9. Click OK.

To restore the default appearance

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

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

To use a saved analysis as a template

1. In the Results tab, click the icon for Import formatting from another analysis.
2. In the Select Analysis dialog, navigate to an analysis and click OK.

   The formatting is applied to the current analysis.