Using Excel Formatting

Cloud data source types: Oracle Essbase, Planning, Planning Modules, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Tax Reporting

On-premises data source types: Oracle Essbase, Oracle Hyperion Financial Management, Oracle Hyperion Planning

If you use Excel formatting, your formatting selections, including conditional formatting, are applied and retained on the grid when you refresh or perform ad hoc operations.

When you use Excel formatting, Oracle Smart View for Office does not reformat cells based on your grid operations, and it does not mark cells as dirty when you change data values. Smart View does preserve the formatting on the worksheet between operations.

Using Excel formatting is generally preferable for highly formatted reports, and you must use Excel formatting for data sources whose application-specific colors are not supported by the Excel color palette.

To use Excel formatting on ad hoc grids:

1. From the Smart View ribbon, select Options.
2. From Options, select Formatting from the left pane.
3. Select Use Excel Formatting.
4. Optional: To copy parent cell formatting to zoomed-in cells, select Move Formatting on Operations.

   With this option selected, formatting also stays with members when you pivot.

   Note:

   Formatting can affect performance, especially during ad hoc operations when Move formatting on operations is enabled. For this reason, selection of this option does not persist when moving between sheets in a workbook or between sessions, and its selection cannot be saved. See the description of Move formatting on operations in Formatting Options for more information on using this option.

5. Click OK.

Example 9-1 Excel Formatting and Merged Cells

To preserve the merged cell formatting during ad hoc operations (except Pivot and Undo), you must select both Use Excel Formatting and Preserve Formulas and Comments in ad hoc operations options.

To replicate merged cell formatting during ad hoc operations (except Pivot), you must select all of Use Excel Formatting, Preserve Formulas and Comments in ad hoc operations, and Formula Fill options.

Example 9-2 Excel Formatting and Member Indentation

With the Use Excel Formatting option selected, and the Member Indentation option set to None, row members retain their indentation. The loss of indentation applies only to column members.

Note that the Indentation option applies only to ad hoc sheets; it does not apply to forms. See "Indentation" in the table in Member Options.