Oracle logo



Oracle® Hyperion Planning, Fusion Edition

Accessibility Addendum

Release 11.1.1.3.00


Copyright © 2008–2009, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited.

The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose.

If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs.

Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party.


Accessibility Features

Enabling Accessibility

Accessibility features in Oracle Hyperion Planning, Fusion Edition are turned on by default, and are always available.

For information about the recommended software configuration, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

Accessibility Features

Planning provides these accessibility features:

·         Support for screen readers and magnifiers, including features such as high contrast (available when you select File, then Preferences).

·         Keyboard navigation equivalents for all objects.

·         Skip navigation links using Alt + Z to read the Oracle Hyperion Planning, Fusion Edition main content area. Note that Ctrl + F6 does not read this area.

·         Alt and Title attributes for all objects, images, and page titles.

·         Support for expanding and collapsing trees using the Enter key and keyboard equivalents.

·         Data form access using keyboard equivalents.

·         Tab indexing, implemented from left to right on all pages.

Using Keyboard Equivalents

These sections list the keyboard equivalents implemented for menus and tasks completed in pages and dialog boxes.

Note:

If you are using a version of the Firefox browser later than Release 1.5, substitute Alt + Shift for Alt in the keyboard equivalents.

General Navigation

To navigate within the Planning screen, use these keys.

Focus

Equivalent

Planning main content area

Bring focus to the right pane, enter Ctrl + F6, then press Tab twice. Alternatively, press Alt + Z.

Move from right pane to Folders at the top of the left pane

Ctrl + Shift + F6, then Shift + Tab, and then Ctrl + 0

Move through the left pane areas

Tab

Move up in a list

Up Arrow key

Move down in a list

Down Arrow key

Move left in a list

Left Arrow key

Move right in a list

Right Arrow key

Select current grid

Space

Move to current grid

Ctrl + 2

Move to first cell of grid

Ctrl + Home

Move to last cell of grid

Ctrl + End

Open a grid drop-down menu

Alt + '

Select a grid drop-down menu item

Use Up and Down Arrow keys to move through option list. Press Enter to select an option.

Move from current grid to a selection dialog

Ctrl +1

Move to data forms list

Ctrl + 0 (zero)

Expand list of data forms within a data forms folder

Right Arrow key

Collapse list of data forms within a data forms folder

Left Arrow key

Open a data form

Enter

Navigate within a data form

Tab

Display the list of data forms in a data forms folder

Select the data forms folder, then press Enter

Select a data form from a data forms folder list

Use the Up and Down Arrow keys to locate the data form, then press Enter.

Minimize column

9

Restore column

0 (zero)

Expand/collapse row

Space

Restore all columns

8

Reset all columns to default width

7

Add/edit document

6

Open document

5

Open a business rule

Navigate to the business rule, then press Enter.

Focus on a task list, basic mode

Ctrl+ Shift+F6, then Shift Tab, then Ctrl+0 (zero)

Select a task from a task list

Enter

Move a member up in a dimension hierarchy

Ctrl + 1

Move a member down in a dimension hierarchy

Ctrl + 2

Note:

   Set the Virtual PC Cursor to On when you use runtime prompts with business rules and when you display Planning preferences

 

Note:

To read a table, press Ctrl + Ins + T to select a table, then use Ctrl + Alt + arrow key to navigate through the table.

File Menu

These keyboard equivalents are used in the File menu. Alternative keyboard equivalents for menu options, if they exist, are in parentheses following the main keyboard equivalents.

Menu Item

Equivalent

New, Document

ND (Ctrl + N)

New, Personal Page

NP (Ctrl + Shift + P)

New, Workspace Page

NW (Ctrl + Shift + W)

New, Data Form

NF

New, Report

NR

New, Task List

NT

New, User Variable

NU

New, Smart List

NL

New, Menu

NM

Open, Document

OD (Ctrl + O)

Open, Applications, Planning, application_name

OP

Open, URL

OU

Close, Current

CC

Close, Others

CO

Close, All

CA

Save

S

Print

P

Workflow, Manage Process

WM

Workflow, Copy Version

WC

Spreadsheet Export

E

Open in Smart View

V

Preferences

F

Log Off

G

Exit

X

Edit Menu

These keyboard equivalents are used in the Edit menu.

Menu Item

Equivalent

Adjust

J

Grid Spread

G

Mass Allocate

A

Cut

C

Copy

O

Paste

P

Add Row

R

Launch Rules

L

Annotate Planning Unit

U

Cell Text

B

Supporting Detail

N

Lock/Unlock Cells

K

Add/Edit Document

E

Open Document

A

Drill Through

D

Initialize Workforce

W

Initialize Capital Asset Planning

I

View Menu

These keyboard equivalents are used in the View menu.

Menu Item

Equivalent

View Pane

Ctrl + Alt + 1

Refresh

R

Instructions

I

Currency

C

Edit/View Account Annotations

[

Basic Mode

B

Task Lists, Task List

TT

Task Lists, Report

TR

Task Lists, Status

TS

Tools Menu

These keyboard equivalents are used in the Tools menu.

Menu Item

Equivalent

Advanced Search

A

Install, Smart View

IS

Links, Planning Links

LP

Business Rules

R

Broadcast Message

M

Job Console

S

Administration Menu

These keyboard equivalents are used in the Administration menu.

Menu Item

Equivalent

Manage Data Forms

F

Manage Task Lists

T

Manage Menus

M

Manage User Variables

U

Manage Smart Lists

L

Manage Properties

P

Dimensions

D

Copy Data

Y

Clear Cell Details

C

Alias Table

A

Reporting

R

View Statistics

W

Application Settings

S

Business Rule Security

H

Create Application

E

Delete Application

I

Register Application

G

Manage Data Source, Create Data Source

OC

Manage Data Source, Edit Data Source

OE

Manage Data Source, Delete Data Source

OD

Copy Document Link

K

Data Load Administration

Q

Manage Database

B

Manage Currency Conversion

V

Manage Exchange Rates

X

Manage Security Filters

J

Help Menu

These keyboard equivalents are used in the Help menu.

Menu Item

Equivalent

Help on this Topic

T

Contents

C

Contents Capital Asset Planning

E

Contents Workforce Planning

W

Technical Support

S

EPM Documentation

E

Oracle Website

O

About Oracle Enterprise Performance Management System Workspace, Fusion Edition

A

Tasks

Use these keyboard equivalents in the main content area, in pages, and in dialog boxes. To navigate in the main content area in all pages, use Alt + Z.

Table 1. Keyboard Equivalents for Logon Page and Main Menu Tasks

Functionality, Page

Equivalent

Logon Page

Submenu items/Buttons

Logon Button

Alt + 2

File Menu

Alt + F

Edit Menu

Alt + E

View Menu

Alt + V

Administration Menu

Alt + A

Tools Menu

Alt + T

Help Menu

Alt + H

Log Off

Alt + G

Table 2. Keyboard Equivalents for File Menu Tasks

Functionality, Page

Equivalent

File Menu

Alt + F

Workflow, Manage Process

Submenu items/Buttons

Go

Alt + 2

Entity

Alt + 3

Collapse, Expand

Enter

Details button

Submenu items/Buttons

Change Status

N

Add Annotation

M

Done

W

Add Annotation, Change Status

Submenu items/Buttons

Submit

Alt + 2

Cancel

Alt + X

Help

Alt + 4

Workflow, Copy Version

Submenu items/Buttons

Go

Alt + 2

Add Link

Alt + 3

Remove Link

Alt + 4

Add All Link

Alt + 5

Remove All

Alt + 6

Copy Data

Alt + N

Preferences

Submenu items/Buttons

Application Settings

Alt + 2

Display Options

Alt + 3

Printing Options

Alt + 4

User Variable Options

Alt + 5

Register Shared Services

Alt + M

Table 3. Keyboard Equivalents for Edit Menu Tasks

Functionality, Page

Equivalent

Edit Menu

Alt + E

Adjust Data

Alt + 2

Text Box Focus

Alt + 3

Adjust Data Button

Alt + 4

Initiate Move

Alt + I

Close Adjust Data dialog

Alt + Esc

Grid Spread

Submenu items/Buttons

Adjust Data

Alt + 7

Adjust Button

Alt + 8

Spread Button

Alt + 1

Close Button

Alt + 0

Initiate Move

Alt + Y

Help Button

Alt + .

Mass Allocate

Submenu items/Buttons

Initiate Move

Alt + Q

Print Grid

Submenu items/Buttons

Help

Alt + H

Restore Data Form Settings

Alt + R

Print Preview

Alt + P

Cancel

Alt + X

Annotate Planning Unit

Submenu items/Buttons

OK

Alt + O

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

Cell Text

Submenu items/Buttons

Help

Alt + H

Submit

Alt + S

Close

Alt + X

Supporting Detail

Submenu items/Buttons

Add Child

Alt + 0 (zero)

Add Sibling

Alt + 1

Delete

Alt + 2

Delete All

Alt + 3

Promote

Alt + 4

Demote

Alt + 5

Move Up

Alt + 6

Move Down

Alt + 7

Duplicate Row

Alt + 8

Help

Alt + H

Refresh

Alt + R

Save

Alt + S

Cancel

Alt + X

Yes, Set Value to Missing

Alt + Y

No, Leave Value As Is

Alt + N

Table 4. Keyboard Equivalents for View Menu Tasks

Functionality, Page

Equivalent

View Menu

Alt + V

Task Lists, Task List

Submenu items/Buttons

Help

Alt + H

Close

Alt + X

Task List

Submenu items/Buttons

Completed, Incomplete

Alt + T

Available Task List

Submenu items/Buttons

Task List Folders

Alt + '

Task List Link

Alt + L

Close

Alt + X

Task List, Report

Submenu items/Buttons

Next

Alt + W

Add

Alt + 2

Remove

Alt + 3

Add All

Alt + 4

Remove All

Alt + 5

Available List Box Selection

Alt + 6

Selected List Box Selection

Alt + 7

Task List, Status

Submenu items/Buttons

Close

Alt + W

View Task List

Alt + M

Next Incomplete

Alt + N

Next Incomplete

Submenu items/Buttons

Complete

Alt + 1

Previous Incomplete

Alt + 2

Previous

Alt + 3

Next

Alt + 4

Next Incomplete

Alt + 5

View Task List

Submenu items/Buttons

Display All Completed Dates

Alt + W

Status Link

Alt + M

Close

Alt + W

Banner Top

Alt + 9

Table 5. Keyboard Equivalents for Administration Menu tasks (1)

Functionality, Page

Equivalent

Manage Data Forms

Submenu items/Buttons

Create (data form folder)

Alt + N

Move focus to data form folder contents

Ctrl + 0 (zero). Use Tab to navigate within the folder.

Expand data form folder

Right Arrow

Collapse data form folder

Left Arrow

Open data form folder

Enter

Rename

Alt + 2

Assign Access

Alt + 3

Move

Alt + 4

Delete

Alt + 5

Create (data form)

Alt + 6

Create Composite (data form)

Alt + 7

Move between composite data forms

Alt + ]

Edit

Alt + 8

Move

Alt + 9

Delete

Alt + 0

Assign Access

Alt + [

Search

Alt + ]

Search Up

Alt + M

Search Down

Alt + W

Check All

Alt + ;

Data Form Folder

Alt + '

Expand, Collapse

Enter

Move Folder

Submenu items/Buttons

OK

Alt + O

Cancel

Alt + X

Assign Access

Submenu items/Buttons

Close

Alt + X

Add Access

Alt + A

Edit Access

Alt + E

Remove Access

Alt + R

Help

Alt + H

Add Access

Submenu items/Buttons

Add

Alt + A

Migrate Identities

Alt + M

Cancel

Alt + X

Help

Alt + H

Save

Alt + S

Save As

Alt + A

Previous

Alt + P

Next

Alt + N

Create/Edit Data Form

Submenu items/Buttons

Properties

Alt + 1

Row, Column Layout

Alt + 2

Page, Point of View Layout

Alt + 3

Other Options

Alt + 4

Business Rules

Alt + 5

Preview

Alt + 6

Create/Edit Row/Column Layout

Submenu items/Buttons

Add Page Dimension (column)

Alt + M

Add Column

Alt + C

Edit Column

Alt + E

Add Dimension (row)

Alt + K

Add Row

Alt + R

Edit Row

Alt + U

Help (Add Column)

Alt + H

Return To Data Form Layout (Add Column)

Alt + X

Submit (Add Column)

Alt + A

Create/Edit Page/Point of View Layout

Submenu items/Buttons

Move Up

Alt + M

Move Down

Alt + W

Add

Alt + I

Remove

Alt + J

Add All

Alt + K

Remove All

Alt + L

Add Page Dimension

Alt + A

Close

Alt + X

Dimension Properties

Submenu items/Buttons

Close

Alt + X

Submit

Alt + S

Help

Alt + H

Create/Edit (other options)

Submenu items/Buttons

Move Up

Alt + M

Move Down

Alt + W

Add

Alt + I

Remove

Alt + J

Add All

Alt + K

Remove All

Alt + L

Available List

Alt + U

Selected List

Alt + V

Create/Edit Business Rules

Submenu items/Buttons

Move Up

Alt + M

Move Down

Alt + W

Add

Alt + I

Remove

Alt + J

Add All

Alt + K

Remove All

Alt + L

Available List

Alt + U

Selected List

Alt + V

Properties

Alt + T

Properties

Submenu items/Buttons

OK

Alt + O

Create Composite Data Form

Submenu items/Buttons

Properties

Alt + 1

Row Column Layout

Alt + 2

Business Rules

Alt + 3

Help

Alt + H

Save

Alt + S

Previous

Alt + P

Next

Alt + N

Cancel

Alt + X

Row/Column Layout

Submenu items/Buttons

Move Up

Alt + m

Move Down

Alt + w

Add

Alt + I

Remove

Alt + J

Add All

Alt + K

Remove All

Alt + L

Available List

Alt + U

Selected List

Alt + V

Business Rules

Submenu items/Buttons

Move Up

Alt + m

Move Down

Alt + w

Add

Alt + I

Remove

Alt + J

Add All

Alt + K

Available List

Alt + U

Selected List

Alt + V

Remove All

Alt + L

Properties

Alt + T

Properties

Submenu items/Buttons

OK

Alt + O

Save

Alt + S

OK

Alt + X

Help

Alt + 1

Table 6. Keyboard Equivalents for Administration Menu Tasks (2)

Functionality, Page

Equivalent

Manage Task Lists:

Alt + A, T

Create New Folder

Alt + N

Rename Folder

Alt + 2

Move Folder

Alt + 3

Delete Folder

Alt + 4

Task List Folders

Alt + '

Create New Task

Alt + 5

Rename

Alt + 6

Edit

Alt + 7

Move

Alt + 8

Delete

Alt + 9

Assign Access

Alt + 0

Check Box

Alt + ;

Move Up

Alt + m

Move Down

Alt + w

Assign Access

Submenu items/Buttons

Add Access

Alt + A

Edit Access

Alt + E

Remove Access

Alt + R

Help

Alt + H

Close

Alt + X

Add Access

Submenu items/Buttons

Help

Alt + H

Add

Alt + A

Migrate Identities

Alt + M

Remove Nonprovisioned Users, Groups

Alt + R

Cancel

Alt + X

Available Users and Groups

Alt + 2

Previous

Alt + P

Next

Alt + N

End

Alt + E

Start

Alt + T

Edit Task List

Submenu items/Buttons

Add Child

Alt + C

Add Sibling

Alt + G

Edit

Alt + E

Delete

Alt + T

Cut

Alt + U

Paste

Alt + P

Task List

Alt + 1

Instructions

Alt + 2

Move Up

Alt + M

Move Down

Alt + W

Save As

Alt + A

Save

Alt + S

Cancel

Alt + X

Help

Alt + H

Close (selected task)

Alt + X

Edit Task

Submenu items/Buttons

List

Alt + 1

Properties

Alt + 2

Save

Alt + S

Close

Alt + X

Help

Alt + H

Add Smart List

Submenu items/Buttons

Create

Alt + N

Edit

Alt + 2

Delete

Alt + 3

Add Smart Lists

Submenu items/Buttons

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

Properties

Alt + 1

Entries

Alt + 2

Preview

Alt + 3

Entries

Submenu items/Buttons

Add

Alt + A

Delete

Alt + E

Manage Menus

Submenu items/Buttons

Create

Alt + N

Edit

Alt + 2

Delete

Alt + 3

Edit a Menu

Submenu items/Buttons

Add Child

Alt + 1

Add Sibling

Alt + 2

Edit

Alt + 3

Delete

Alt + 4

Cut

Alt + 5

Move Up

Alt + M

Move Down

Alt + W

Help

Alt + H

Save As

Alt + A

Save

Alt + S

Close

Alt + X

Add/Edit Menu Item

Submenu items/Buttons

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

Manage User Variables

Submenu items/Buttons

Add

Alt + 2

Delete

Alt + 3

Add User Variables

Submenu items/Buttons

Help

Alt + H

OK

Alt + O

Cancel

Alt + X

Manage Properties

Submenu items/Buttons

Save

Alt + S

Reset

Alt + 0 (zero)

Add

Alt + 2

Application Settings

Alt + 2

System Properties

Alt + 3

Table 7. Keyboard Equivalents Administration Menu Tasks, Dimensions (3)

Functionality, Page

Equivalent

Dimensions Tab

Submenu items/Buttons

Navigate between dimension members

Up and Down Arrow keys

Select Dimension

Alt + Q

Add Dimension

Alt + M

Edit Dimension

Alt + Y

Sort

Alt + K

Sort Ascending

Alt + U

Sort Descending

Alt + N

Search

Alt + S

Search Up Link

Alt + W

Search Down Link

Alt + R

Mark for Delete Link

Alt + X

Expand

Alt + 1

Collapse

Alt + 2

Add Child

Alt + C

Add Sibling

Alt + 4

Cut

Alt + 6

Paste

Alt + 7

Edit

Alt + 8u7i

Delete

Alt + 9

Assign Access

Alt + 0 (zero)

Show Ancestors

Alt + B

Show Usage

Alt + Y

Page

Alt + 5

Go

Alt + 6

Start

Alt + 7

Previous

Alt + 8

Next

Alt + 9

End

Alt + 0 (zero)

Performance Settings Tab

Submenu items/Buttons

Select Plan Type

Alt + S

Evaluation Order

Submenu items/Buttons

Select Plan Type

Tab

Go Button

Alt + G

Save Button

Alt + S

Account Scenario Version Dimension, Add Member, Add Dimension

Submenu items/Buttons

Copy Scenario

Alt + V

Save

Alt + S

Help

Alt + H

Refresh

Alt + R

Cancel

Alt + X

Show Ancestors

Submenu items/Buttons

Expand All

Alt + E

Collapse All

Alt + C

Help

Alt + H

Cancel

Alt + X

Currency Dimension

Submenu items/Buttons

Add

Alt + 3

Edit

Alt + 8

Delete

Alt + 9

Show Usage

Alt + Y

Add Currency, Create Currency Tab

Submenu items/Buttons

Reporting Currency

Alt + R

Navigate Between Tabs

Tab

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

UDA Tab

Submenu items/Buttons

Add Button

Alt + A

Edit Button

Alt + F

Delete Button

Alt + G

Help

Alt + R

Save

Alt + S

Cancel

Alt + X

Add a member

Alt + I

Remove a member

Alt + J

Remove all members

Alt + L

Member Formula Tab

Submenu items/Buttons

Validate Member Formula

Alt + V

Status of Member Formula Validation

Submenu items/Buttons

Show Details

Alt + S

Help

Alt + H

OK

Alt + O

Edit Currency, Edit Currency Tab

Submenu items/Buttons

Navigate Between Tabs

Tab

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

Member Formula Validation Status

Submenu items/Buttons

Validate Member Formula

Alt + V

Show Details

Alt + S

Help

Alt + H

OK

Alt + O

Edit Currency, Edit Currency Tab

Submenu items/Buttons

Navigate Between Tabs

Tab

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

Show Usage

Submenu items/Buttons

Go

Alt + G

Help

Alt + H

Go

Alt + O

Save

Alt + S

Prev

Alt + P

Next

Alt + N

Close

Alt + X

End

Alt + E

Employee Entity Dimension

Submenu items/Buttons

Expand

Alt + 1

Collapse

Alt + 2

Add Child

Alt + C

Add Sibling

Alt + 4

Cut

Alt + 6

Paste

Alt + 7

Edit

Alt + 8

Delete

Alt + 9

Custom Attributes

Alt + 0 (zero)

Show Ancestors

Alt + M

Show Usage

Alt + Y

Manage Attributes (employee dimension)

Submenu items/Buttons

Create

Alt + C

Modify

Alt + M

Delete

Alt + T

Create

Alt + R

Add Child

Alt + A

Add Sibling

Alt + S

Modify

Alt + O

Delete

Alt + E

Alias

Alt + L

Help

Alt + H

Close

Alt + X

Period Dimension

Submenu items/Buttons

Expand

Alt + 1

Collapse

Alt + 2

Add Child

Alt + C

Add Sibling

Alt + 4

Add Summary Period

Alt + 6

Edit

Alt + 8

Delete

Alt + 9

DTS

Alt + D

Options

Alt + 0 (zero)

View Period

Alt + 5

Show Usage

Alt + Y

Add Summary Period

Submenu items/Buttons

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

Year Dimension

Submenu items/Buttons

Add Years

Alt + 3

Edit Year

Alt + 8

Options

Alt + O

View Year

Alt + 5

Show Usage

Alt + Y

Add Year

Submenu items/Buttons

Close DIV

Alt + 1

Add Year

Alt + 5

Edit Year Tab

Submenu items/Buttons

Help

Alt + H

Save

Alt + S

Cancel

Alt + X

UDA Tab

Submenu items/Buttons

Add

Alt + A

Edit

Alt + E

Delete

Alt + D

Add Link

Alt + I

Remove Link

Alt + J

Remove All Link

Alt + L

Table 8. Keyboard Equivalents for Administration Menu (4)

Functionality, Page

Equivalent

Copy Data

Submenu items/Buttons

Go

Alt + 2

Add Dimensions

Alt + 3

Copy Data

Alt + N

Dimension Member Selection

Submenu items/Buttons

Expand All

Alt + e

Collapse All

Alt + c

Search

Alt + 3

Search Down

Alt + 4

Search Up

Alt + 5

Add Graphics

Alt + I

Remove Graphics

Alt + J

Remove All Graphics

Alt + K

Move Up

Alt + U

Selected List

Alt + V

Move Down

Alt + D

Help

Alt + H

Submit

Alt + S

Cancel

Alt + X

Clear Cell Details

Submenu items/Buttons

Go

Alt + 2

Add All Dimensions

Alt + 3

Add Dimensions

Alt + 4

Clear

Alt + N

Alias Table

Submenu items/Buttons

Add

Alt + N

Edit

Alt + 2

Delete

Alt + 3

Copy

Alt + 4

Clear Value

Alt + 5

Copy

Alt + M

Reporting

Submenu items/Buttons

Data Forms

Alt + 2

Add

Alt + 5

Remove

Alt + 6

Add All

Alt + 7

Remove All

Alt + 8

Create Report

Alt + C

Planning Unit Annotations

Alt + 3

Auditing

Alt + 4

Save Selections

Alt + 0

View Statistics

Submenu items/Buttons

Main Content Area Link

Alt + Z

Table 9. Keyboard Equivalents for Administration Menu (5)

Functionality, Page

Equivalent

Application Settings

Submenu items/Buttons

Go

Alt + 5

Register Shared Services

Alt + M

Unregister Shared Services

Alt + W

Save

Alt + S

Reset

Alt + 0 (zero)

Select

Alt + 4

System Settings

Alt + 2

Custom Tools

Alt + 3

Register Shared Services

Submenu items/Buttons

Help

Alt + H

Submit

Alt + S

Cancel

Alt + X

New Project

Alt + N

Existing Project

Alt + E

Unassigned Project

Alt + U

Create Application

Submenu items/Buttons

Select Tab

Alt + 2

Calendar Tab

Alt + 3

Currencies Tab

Alt + 4

Plan Type Tab

Alt + 5

Finish Tab

Alt + 6

Cancel

Alt + 7

Log Off

Alt + 8

Previous

Alt + W

Finish

Alt + 0

Next

Alt + M

Delete Application

Submenu items/Buttons

Delete Application

Alt + 4

Register Application

Submenu items/Buttons

Delete Application

Alt + 5

Manage Data Source, Create Data Source

Submenu items/Buttons

Validate Database Connection

Alt + 4

Validate Essbase Connection

Alt + 5

Cancel

Alt + 7

Finish

Alt + 8

Edit Data Source

Alt + 2

Delete Data Source

Alt + 3

Table 10. Keyboard Equivalents for Administration Menu (6)

Functionality, Page

Equivalent

Data Load Administration

Submenu items/Buttons

Go

Alt + 2

Selected Members

Alt + 3

Save

Alt + S

For member selected

Submenu items/Buttons

Expand All

Alt + 1

Collapse All

Alt + 2

Search

Alt + 3

Search Up

Alt + 4

Search Down

Alt + 5

Add Graphics

Alt + I

Remove Graphics

Alt + J

Remove All

Alt + L

Move Up

Alt + M

Move Down

Alt + W

Help

Alt + H

Submit

Alt + S

Cancel

Alt + X

Manage Database

Submenu items/Buttons

Refresh

Alt + 0

Create

Alt + N

Refresh

Alt + R

Cancel

Alt + X

Finish

Alt + F

Manage Currency Conversion

Submenu items/Buttons

Create File Tab

Alt + 2

Details Tab

Alt + 3

Next

Alt + N

Currency Search

Alt + 6

Scenario Search

Alt + 7

Version Search

Alt + 8

Cancel

Alt + 4

Save

Alt + S

Create New

Alt + W

Manage Exchange Rates

Submenu items/Buttons

Create

Alt + N

Edit

Alt + 2

Delete

Alt + 3

Check All

Alt + ;

Create Exchange Rate Table

Submenu items/Buttons

Help

Alt + H

Cancel

Alt + X

Save

Alt + S

Edit Exchange Rate Table, Rate Table Tab

Submenu items/Buttons

Help

Alt + H

Close

Alt + X

Next

Alt + N

Edit Exchange Rate Table - Exchange Rate Tab

Submenu items/Buttons

Help

Alt + H

Restore

Alt + R

Close

Alt + X

Save

Alt + S

Exchange Rate Table right-click menu use

Submenu items/Buttons

Open right-click menu

F9

Fill Year

Alt + Y

Fill Table

Alt + T

Copy

Alt + C

Paste

Alt + V

Sort, ascending

Alt + A

Sort, descending

Alt + D

Manage Security Filters

Submenu items/Buttons

Create

Alt + N

Table 11. Keyboard Equivalents for Enter Data Form

Functionality, Page

Equivalent

Enter Data Form

Submenu items/Buttons

Select Column

Ctrl + Space

Select Row

Shift + Space

Select Current Data Form

Ctrl + Shift + Space

Minimize Column

Alt + 9

Restore Column

Alt + 0

Restore All Columns

Alt + 8

Reset All Columns to Default Width

Alt + 7

Lock/Unlock cell

Alt + !

Add, Edit Document

Alt + 6

Open Document

Alt + 5

Supporting Detail (Double-clicking a Cell)

Alt + K

Shift Between Data Forms in Composite Data Forms

Alt + ]

Edit/View Account Annotation

Alt + [

Show Context Menu on Row for a Data Form

Alt + M

Show Context Menu for Second Row of a Data Form

Alt + Y

Arrow Keys to Navigate Between Menu Items

Submenu items/Buttons

Close the Context Menu

Esc

Move from Data Form to the Select Box

Ctrl + 1

Move to Current Data Form

Ctrl + 2

Expand/Collapse a Row

Space

Standalone Planning

There are different keyboard equivalents for some menu items and tasks when you use standalone Planning.

Functionality, Page

Equivalent

Access Data Form Folders (left pane)

Alt + 8

Access Data Forms (left pane)

Alt + /

Access Business Rules (left pane)

Alt + =

Access Task Lists (left pane)

Alt + 8

Lock/Unlock Cell

Alt + L

Grid Spread

Alt + Q

Cut

Alt + X

Paste

Alt + .

Supporting Detail

Alt + U

Help

Alt + 1