Formatting Options

Set Formatting options to control the textual display of members and data.

Note:

  • Most formatting options apply to both forms and ad hoc grids. Exceptions are noted in Table 16-4.

  • Formatting options are sheet-level options that are specific to the worksheet for which they are set. Formatting options can also be saved for any new content that you import from a data source using the Save Current Options as Default command (see step 4).

  • Formatting options are saved when a workbook is saved. You will see the saved formatting options when you reopen the workbook.

To set formatting options:

  1. In the Smart View ribbon, click the Options button, Options button, to launch the Options panel.

    The Options panel is launched and the default tab, Advanced, is displayed.

  2. In the Options panel, select the Formatting tab.

  3. Make selections in the Formatting tab.

    Table 16-4 Formatting Options

    Option Description
    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.
    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 Oracle Smart View for Office, 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 the 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.

    Dimension Headers

    Ad hoc grids only.

    Print headers above row dimensions in the grid.

    For example, with Dimensions Headers not selected:


    Without Dimensions Headers

    With Dimension Headers selected:

    With Dimension Headers

    Repeat Member Labels

    Forms only.

    Facilitates the readability of 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.

    Adjust Column Width

    Adjusts the column width to fit cell contents automatically.

    Use Cell Styles

    Ad hoc grids only.

    Use background color formatting that you define for member styles, data styles, and miscellaneous styles (where applicable). Overrides any user or Excel formatting.

    You can set different cell styles for forms and ad hoc grids. For example, in forms, you can set the member background color to green, and in ad hoc grids, you can set the member background color to blue.

    Apply Styles

    Forms only.

    Once a form is rendered within Oracle Smart View for Office (Mac and Browser), select an option to view the formatting on the sheet:

    • None—Applies no styles (Excel formatting or Smart View cell styles) to the sheet. Though cell styles or custom styles may exist on the sheet, neither are shown when selecting this option. They are preserved, however, if you want to display them later using the Cell styles, Custom styles, or Custom and cell styles options.

    • Cell styles—Applies only Smart View cell styles to the sheet, as described in this table.

    • Custom styles—Applies only custom user-defined native Excel formatting to the sheet.

    • Custom and cell styles—Applies both Excel formatting and Smart View cell styles to the sheet.

      Note that when you select Custom and cell styles, cell styles take precedent over custom Excel formatting.

    After making a selection, refresh the sheet.

    Member Styles

    Set the background color for the following member styles:

    • Member

    • Formula (forms only)

    Data Styles

    Set the background color for the following data styles:

    • Dirty

    • Locked (forms only)

    • Cell Note (these are cell comments in Oracle Enterprise Performance Management Cloud)

    • Attachment

    • Drill-through

    • Supporting Details

    • Read-only

    • Data

    Miscellaneous Styles

    Set the background color for the following miscellaneous styles:

    • Dimension Header (ad hoc only)

    • Comment (these are comments placed outside the grid)

    • Custom Label

    • Excel Formula in Form (forms only)

  4. Optional: To save your Formatting tab selections as the default selections for any new content that you import from a data source, select the Advanced tab, and then click Save Current Options as Default.

  5. Click X button to close the panel in the top right corner of the panel to close Options.