Before you Begin
Learn how to export Oracle Analytics workbooks to Excel while keeping the formatting in the table and pivot visualizations.
Background
In Oracle Analytics, you can add formatting to table and pivot visualizations such as to change the default font, font size, displayed column names, colors, conditional formatting and date formats.
Oracle Analytics supports exporting up to 25,000 rows to Excel.
What Do You Need?
- Access to Oracle Analytics
- Download the sample_order_lines2023.xlsx file to your computer
Create a Dataset Table
In this section, you add the sample_order_lines2023.xlsx to Oracle Analytics to create a dataset table.
- Sign in to Oracle Analytics.
- On the Home page, click Create, and then click Dataset.
- In Create Dataset, click Drop data file here or click to browse, select the sample_order_lines.xlsx file, and then click Open.
- In Create Dataset Table from sample_order_lines2023.xlsx, click OK. Click Save
.
- In Save Dataset As, enter
sample_order_lines2023
, and then click OK.Description of the illustration sample_order_lines2023.png
Create a Table Visualization
In this section, you create a table visualization and apply formatting styles.
If your table's columns appear in a different order, you can rearrange the column order in the Grammar panel's Rows group or move the columns in the visualization to match the order in the image.
- Click Create Workbook. In the Workbook, review the Oracle Analytics insights about the dataset, and then close the Auto Insights panel.
- In the Data panel, hold down the Ctrl key, and select:
- Product Sub Category
- Product Container
- Ship Mode
- Sales
- Discount
- Shipping Cost
- Profit
- Right-click, select Pick Visualization, and then select Table
.
Description of the illustration product_sales_table.png
Change the Table's Properties
In this section, you change the table's appearance by updating properties.
- Click Properties
. Click Off in the Suppress Repeating Values row.
- Click Edge Labels
and expand Product Sub Category.
- In the Display Header row, click Auto, and then click Custom. In the text box, enter
Product Type
. - Click Totals
. Click Off in the Grand Total row. In the Subtotal row, click None and click Product Sub Category.
- Click Values
and expand Discount. In the Display As row, click Value and click Percent Of.
Description of the illustration props_formatting.png
Apply Conditional Formatting
In this section, you apply conditional formatting using rules.
- Click Manage Conditional Formatting Rules
in the floating visualization toolbar.
- In Conditional Formatting, click Visualization. In Name, enter
Loss
. In Column, select Profit from Visualization Columns. - Select less than < from the operator
list and enter
1
in Target. - Click Format
, click Red in the color chart or enter
#f7012c
, and then click OK. Click Save.Description of the illustration formatted_product_sales_table.png
Export the Table to Excel
In this section, you export the table visualization to Excel.
- Click Save. In Save Workbook, enter
Product Sales
, and then click Save. - In the table, click Menu
, select Export, and then select File.
- In File, enter a Name for the file. From Format
list, select Excel (xlsx) and click Save.
- In Enter name of file to save to, use the file name or enter a different name for the Excel file.
- Double-click the Excel file to examine the exported table visualization.
Description of the illustration excel_table.png
Create a Pivot Visualization
In this section, you change the visualization type to a pivot visualization.
- In the Data panel, select Product Category, drag it to Rows in the Grammar pane to replace Product Sub Category.
Description of the illustration replace_data_element.png - Click the visualization type
list and select Pivot
.
The pivot visualization shows the conditional formatting and the data element column change.
Description of the illustration pivot_vis.png - Click Save
.
Export the Pivot to Excel
- In the workbook, click Export
, select File.
- In File, enter
Profit Loss
in Name as the pivot visualization file name. From Formatlist, select Excel (xlsx) and click Save.
- In Enter name of file to save to use the file name or enter a different name for the Excel file.
- Double-click the Excel file to examine the exported pivot visualization.
Description of the illustration pivot_in_excel.png
Learn More
Export Your Oracle Analytics Workbook to Excel
F71438-02
May 2025
Learn how to export Oracle Analytics table and pivot visualizations to Excel while keeping the formatting used in the visualizations.
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