About Working with Native Excel Formatting in Cloud EPM Forms

Data source types: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Oracle Smart View for Office provides a way for users to save native Excel formatting back to Planning business process as part of a form or ad hoc grid.

Saved formatting is applied in both the business process browser interface and when the form is rendered within Excel. You can then choose how to display the formatting in Smart View. This functionality is in addition to the existing Smart View cell styles functionality, described in Cell Styles.

These formatting options are available in the Formatting group of the provider ribbon; for example, the Planning ribbon, as shown in Figure 23-17.

Figure 23-17 Formatting Options

The Formatting group options from the provider ribbon. Options are Save, Clear, and Apply

Note:

The topics in Working with Native Excel Formatting in Cloud EPM Forms apply to Forms 1.0; or Forms 2.0 that do not have design-time formatting rules (Groovy rules, data validation rules, or format-only rules) defined for the form.