Formatting Options

Formatting options control the textual display of members and data.

Formatting options are sheet level options, which are specific to the worksheet for which they are set.

Note:

Not all data providers support all the options listed in Table 24-12. Refer to the Subtopics listed above to find the options supported for a particular provider.

To set options for cell formatting as described in Table 24-12, click Options on the Smart View ribbon, and then select Formatting in the left panel. When you are finished, make a selection for saving the changes:

  • OK

  • Save as Default Options

  • Apply to All Worksheets

    Note:

    The Apply to All Worksheets option is not available in PowerPoint or Word.

See Sheet Options for a complete description of the above options.

Table 24-12 Formatting Options

Option Description
Formatting Formatting
Use Thousands Separator Use a comma or other thousands separator in numerical data. Do not use # or $ as the thousands separator in Excel International Options.
Use Cell Styles Use formatting that is defined in Cell Styles or by the data provider. Overrides any user formatting.

This option is disabled when Use Excel Formatting is selected.

See Cell Styles.

Use Excel Formatting Use Excel rather than Oracle Smart View for Office formatting and retain Excel formatting for ad hoc operations.

This option is disabled when Use Cell Styles is selected.

Note:

In ad hoc grids for all providers, Excel formatting is not retained when performing an Undo.

See Using Excel Formatting.

Move Formatting on Operations Copy parent cell formatting to zoomed in cells and retain this formatting even if the cell location changes after an operation.

This option is disabled by default, and it is enabled, but not selected, when Use Excel Formatting is selected.

Formatting can affect performance, especially during ad hoc operations when Move formatting on operations is enabled. For this reason, the selection of Move Formatting on Operations persists on a per-sheet, per-session basis. The selection cannot be saved. If you plan to use Excel formatting, then you must reselect Move Formatting on Operations every time you open a workbook, every time you move to a new sheet within a workbook, and whenever you return to the original sheet, even if you previously selected it on that sheet, and even within the same session. It must also be reselected every time you open a new or existing workbook.

You may use Save As Default to save the Use Excel Formatting selection, but it will not save the Move Formatting on Operations selection.

The following message is displayed each time you select Move Formatting on Operations:

Enabling this option may affect performance and will be reset once the sheet is changed.

See Using Excel Formatting.

Retain Numeric Formatting When you drill down in dimensions, retains the Excel formatting you have set when selecting the Excel Home ribbon, then Format, and then Format Cells. For example, if you chose to display negative numbers in red, then negative values will be displayed in red as you drill down on any member.

This option is enabled when Use Cell Styles is selected.

Adjust Column Width and Row Height Adjust column widths and row heights to fit cell contents automatically.
Scale Applies to ad hoc and forms. Overrides the setting defined in the form definition.

Choose a positive or negative scaling option, and then click Refresh.

Positive scaling:

Divides original values by factors of 10. For example:

  • 1—All original values are divided by 10:

    cell value /10

    For example, 100/10=10, so 10 will be displayed.

  • 2—All original values are divided by 100: cell value /100

    For example, 100/100=1, so 1 will be displayed after refresh.

  • 3—All original values are divided by 1000:

    cell value /1000

    For example, 100/1000=0.1, so 0.1 will be displayed after refresh.

The pattern is similar for the remaining positive scaling options.

Note that 0 will be displayed if the Decimal Places option is set to Default or 0. However, for a value such as 0.1 to display, the Decimal Places option must be set to 1.

Negative Scaling:

Multiplies original values by factors of 10. For example:

  • -1—All original values are multiplied by 10:

    cell value *10

    For example, 100*10=1000, so 1000 will be displayed.

  • -2—All original values are multiplied by 100: cell value *100

    For example, 100*100=10000, so 10000 will be displayed after refresh.

  • -3—All original values are multiplied by 1000:

    cell value *1000

    For example, 100*1000=100000, so 100000 will be displayed after refresh.

The pattern is similar for the remaining negative scaling options.

Note:

Work with the Decimal Places option to achieve the desired display result.

Decimal Places Applies to ad hoc and forms. Overrides the setting defined in the form definition.

Specify a decimal scale for the data values.

For example, in Smart View, assume the decimal option selected is "1". All values will change one decimal place to the right. If the original value is 50.56, then after refresh the value will be displayed as 50.6. Similarly, if option selected is "3", then the displayed value will be 50.560.

The decimal settings in the form definition are lost when you open the form in Smart View. This is because Excel formatting only accepts a single value fixed decimal length/value for precision and does not support the minimum, maximum value defined in the web application. This is the default behavior of Excel formatting and this is the behavior in Smart View as well. In Smart View, users must set the Decimal Places option (precision length) to be able to view the decimal value in cell.

Note:

Work with the Scale option to achieve the desired display result.

Form Form
Repeat Member Labels Facilitates the readability of Oracle Hyperion Planning and Oracle Hyperion Financial Management forms by allowing member names to appear on each row of data.

In forms where repeated members are merged into one cell, member names may be out of the screen view, necessitating much back and forth scrolling between the member names and the row data. Selecting Repeat Member Labels helps make forms easier to read and use.

Note:

In forms with row dimension drop-down member selectors enabled and in flex forms, the Repeat Member Labels option is automatically enabled and cannot be cleared.

The sections that follow list the Formatting Options supported by provider.