The Financial Analyzer Menu Bar

Standard control menus

The Financial Analyzer menu bar always contains the following control menus.

To see a control menu, move the pointer to the item you want to view and choose it. The following sections describe the control menus.

File menu

The following table describes the File menu.

Menu Item	Description
New	Creates a new document.
Open	Opens an existing document.
Close	Closes an open document.
Save	Saves an open document under its current name.
Save As	Saves an open document under another name.
Rename	Renames an existing document.
Delete	Deletes an existing document.
Add to Folder	Adds a document to a folder.
Print Preview	Enables you to view a document before you print it.
Print	Prints the current document.
Print Setup	Enables you to set up the printing specifications for a document.
Print Multiple	Enables you to print multiple documents within one print session.
Export to File	Exports data from a document to a file that can be used in another application.
Exit	Exits Financial Analyzer.
Recently Opened Document Name(s)	Lists the names of up to five recently opened documents, from which you can choose a document to open.

Edit menu

The following table describes the Edit menu.

Menu Item	Description
Cut	Selects a portion of a document and moves it to the Clipboard.
Copy	Copies a portion of a document to the Clipboard.
Paste	Pastes the contents of the Clipboard into the current document.
Paste Link	Links selected tiles between two documents.
Clear	Clears the contents of selected cells in a report or worksheet.
Clear Link	Clears a link between two documents.
Highlight Special	Enables you to highlight labels, data, or both in reports and worksheets for formatting purposes.
Insert	Opens a cascading menu that contains the following items: Row/Column -- Opens the Insert Rows Dialog Box or the Insert Columns Dialog Box, which allow you to insert columns or rows in reports and worksheets. Page break -- Enables you to insert page breaks into reports and worksheets.
Move Insert	For reports that have inserted rows and columns, opens the Move Insert dialog box, which enables you to move inserted rows and columns in reports.
Delete	Opens a cascading menu that contains the following items: Row/Column -- Enables you to delete inserted columns or rows in reports and worksheets. Page break -- Enables you to delete inserted page breaks from reports and worksheets.

Format menu

The following table describes the Format menu.

Menu Item	Description
Number	Formats numbers in reports, graphs, and worksheets.
Alignment	Sets the horizontal and vertical positioning of a selected component in a document.
Font	Sets the typeface, font style, size, and color of text in a document.
Patterns	Sets the pattern and color of data cells and labels.
Axis Options	Sets axis options for selected axis in a graph.
Series Options	Enables you to modify the manner in which data series are represented in a graph.
Border	Adds a border to selected parts of a report, and sets width, color, and border style.
Row Height	Sets the row height in a report, worksheet, or data entry form.
Column Width	Sets the column width in a report, worksheet, or data entry form.
Page Setup	Sets page and print options, margins, headers, or footers.

Report menu

The following table describes the Report menu. This menu is accessible when a Report document is open.

Menu Item	Description
Report Options	Opens the Report Options dialog box, where you choose elements to display in the report.
Dimension Labels	Opens the Dimension Label Setup dialog box, where you can specify the text that the system will use when it creates row, column, and page labels.
Drill	When checked, enables drilling in reports.
Auto Redisplay	When checked, specifies that reports are to be automatically redisplayed when you make changes to them.
Asymmetric Format	Opens the Create Asymmetric Combination dialog box, where you can join the values of two dimensions and create a custom arrangement of their values.
Ranking/ Exception Report	Opens the Ranking and Exception Setup dialog box, where you can specify the criteria for a ranking and exception report.
Drill to GL	Provides detailed information in General Ledger that may not appear on a report. This option is accessible only if you are working with a report based on data that was loaded from General Ledger and you are set up to use the GL Link.

Graph menu

The following table describes the Graph menu. This menu is accessible when a graph document is open.

Menu Item	Description
Type	Opens the Graph Type dialog box, which enables you to specify the type of graph you want to use.
Legend	Opens the Legend dialog box, where you can specify whether to display a legend for your graph. This dialog box also enables you to format the legend.
Pie Options	Opens the Pie Options dialog box, where you can specify labels for a pie graph and/or its slices and perform other formatting functions.
Grid	Opens the Grid dialog box, where you can specify whether to display gridlines along the X- and/or Y-axis of a graph.
Graph Options	Opens the Graph Options dialog box, where you can specify information for graph controls, text, attributes, and axis titles.
Dimension Labels	Opens the Dimension Label Setup dialog box, where you can specify the text that the system will use when it creates row, column, and page labels.
Auto Redisplay	When checked, specifies that graphs are to be automatically redisplayed when you make changes to them.

Worksheet menu

The following table describes the Worksheet menu. This menu is accessible when a worksheet document is open.

Menu Item	Description
Worksheet Options	Opens the Worksheet Options dialog box, where you can choose elements to display in a worksheet.
Dimension Labels	Opens the Dimension Label Setup dialog box, where you can specify the text that the system will use when it creates row, column, and page labels.
Drill	When checked, enables drilling in worksheets.
Auto Redisplay	When checked, specifies that worksheets are to be automatically redisplayed when you make changes to them.
Drill to GL	Provides detailed information in General Ledger that may not appear on a worksheet. This option is accessible only if you are working with a worksheet based on data that was loaded from General Ledger and you are set up to use the GL link.
Worksheet Tools	Opens the Worksheet Tools cascading menu which contains the following items: Grow Data -- Opens the Grow Data dialog box, which enables you to grow data by a specified amount or percent across months. Increase Data -- Opens the Increase dialog box, where you can increase data for selected months by a specified amount or percent. Spread Data -- Opens the Spread dialog box, where you can apply a value to a parent in a hierarchy and spread that data to its descendants in the hierarchy. Recalculate -- Enables you to recalculate data after you have entered data for dimension values. Recalc Options -- Opens the Recalc Options dialog box, enabling you to specify options for recalculating data. Save Data -- Enables you to save worksheet data without saving the current worksheet definition. Reset Data -- Returns worksheet data to the values that were displayed when the worksheet was last opened or the worksheet was last saved.

Data Entry Form menu

The following table describes the Data Entry Form menu. This menu is accessible when a data entry form document is open.

Menu item	Description
Form Options	Opens the Data Entry Form Options dialog box, where you can perform the following functions: Show or hide text elements such as titles, subtitles, and footnotes. Enter annotations. Specify how NA values will be displayed.
Data Options	The Number Format submenu item opens the Number Format dialog box, where you can specify the number format (positive, negative, decimal) for a financial data item. The Calculations submenu item opens the Calculations dialog box, where you can associate a solve definition with a financial data item.
Dimension Labels	Opens the Dimension Labels dialog box, where you can specify the text that the system will use when it creates row, column, and page labels.
Asymmetric Format	Opens the Create Asymmetric Combination dialog box, where you can join the values of two dimensions and create a custom arrangement of their values.

The Tools menu

The following table describes the Tools menu.

Menu Item	Description
Selector	Opens the Selector dialog box, which enables you to choose the dimension values that appear in a document.
Solve Definition	Opens the Solve Definition dialog box, which enables you to create and use solve definitions to calculate data.
Group Solve Definition	Opens the Group Solve Definition dialog box, which enables you to create and use group solve definitions to calculate data.
Copy Data	Opens the Copy Data dialog box, which enables you to copy financial data between financial data items or set the data in a financial data item to NA.
Maintain Folders	Opens the Maintain Folders dialog box, which enables you to create, add documents to, delete documents from, and order documents in, a folder.
Custom Colors	Opens the Custom Color dialog box, which enables you to customize and rename the standard colors that are available to you in Financial Analyzer.
Custom Menus	Opens the Custom Menus dialog box, which enables you to create custom menu items that run Express programs or call other applications.
Options	Opens the Options dialog box, which enables you to select optional elements to include in the Financial Analyzer window. Administrators can also specify the operational mode for their workstation.
Enable database DB for Express Clients	Enables your Financial Analyzer database to be compatible with Express Client software.

The Maintain menu

The following table describes the Maintain menu.

Menu Item	Description
Dimension	Opens the Maintain Dimension dialog box, from which you can define and maintain dimensions.
Financial Data Item	Opens the Maintain Financial Data Item dialog box, from which you can define and maintain financial data items.
Time	Opens the Maintain Time dialog box, which enables you to create and maintain time dimension values and sets the current time.
Dimension Value	Opens the Maintain Dimension Value dialog box, where you can create and maintain dimension values.
Attribute	Opens the Maintain Attributes dialog box, which enables you to associate a characteristic with multiple values.
Hierarchy	Opens the Maintain Hierarchy dialog box, which enables you to define and maintain the tree structures used to relate dimension values.
Model	Opens the Maintain Model dialog box, where you can create and maintain models.
Data Loaders	Opens a cascading menu which contains the following options: Create -- Opens the Oracle Express Administrator Browser window, where you can create data loader programs. Maintain Groups -- Opens the Maintain Data Loader Groups dialog box, which enables you to create sets of data loaders that you can run as a single process. Run -- Opens the Run Data Loaders dialog box, where you can set up the data loaders and run them.

The Manage menu

The following table describes the Manage menu.

Menu Item	Description
Distribution	Opens a cascading menu, which contains the following menu items: Distribute Structure -- Opens the Distribute Structure dialog box, which enables administrators to distribute structures, such as dimensions or reports, to their users. Distribute Data -- Opens the Distribute Data dialog box, which enables administrators to distribute data to their users.
Distribution Reports	Opens a cascading menu, which contains menu items that enable you to open the Distribution Report dialog box: Based on Distributed Values -- Provides information for values of a structure that have been distributed to at least one user. Based on All Values -- Provides information for all values of a structure, whether or not they have been distributed to a user.
Users	Opens the Maintain Users dialog box, which enables administrators to add and delete users from the system.
Write Access Profiles	Provides access to the Write Access Profiles dialog box, which enables you to set access restrictions on data. (Available in Super administrator and Administrator workstations.)
Submit Documents	Provides access to the Submit Documents dialog box, which enables you to select documents to submit to the shared database. (Available in non-Administrator workstations.)
Task Processor	Opens the Task Processor dialog box, which enables you to process tasks submitted by Administrator, Budget, and Analyst workstations. (Available in Super administrator and Administrator workstations.)
Task Queue	Opens the Task Queue dialog box, where you can view information about distribution tasks. (Available in all workstations.)
Refresh Structures	Opens the Refresh Preview dialog box, which enables you to view which structures will be added, deleted, or overwritten when you refresh your database. (Available in Administrator, Budget, and Analyst workstations).
Submit Data	Sends data to your administrator. In an Administrator workstation, sends data to the administrator's shared database or to the shared database maintained by a higher level administrator.
Refresh Data	In a Budget workstation, refreshes your database with data retrieved from the shared database. In an Administrator workstation, retrieves structures from the administrator's shared database or refreshes the administrator's shared database with structures distributed by a higher level administrator. (Available in Super administrator, Administrator, and Budget workstations.)
Oracle General Ledger Interface	If you have installed Oracle General Ledger, opens a cascading menu, which contains the following items: Submit Load from GL -- Opens the Submit Load from GL dialog box, which enables you to log into your GL Account and load data into General Ledger either manually or automatically. Refresh GL -- Opens the Refresh GL Structure dialog box, which enables you to see which database objects from General Ledger are to be added, deleted, or overwritten when you refresh your database. Write Budget to GL  -- Opens the Write Budget to GL dialog box, which enables you to specify the data to write back to General Ledger. Add GL Dimension Values -- Opens the Add GL Dimension Values dialog box, which enables you to create dimension values for General Ledger segment values that were imported into Financial Analyzer but which had no associated balances at the time they were loaded. GL Access Settings -- Opens the GL Access Settings dialog box, which enables you to specify the financial data set to be downloaded and the name of the account on the host computer where the Oracle General Ledger data reside. (Available in Super administrator workstations.)

The Window menu

The following table describes the Window menu.

Menu Item	Description
Cascade	Arranges open document windows in an overlapping fashion so that each title bar is visible and accessible.
Tile Horizontally	Arranges open document windows so that they share the application window equally and align horizontally without overlapping.
Tile Vertically	Arranges open document windows so that they share the application window equally and align vertically without overlapping.
Arrange Icons	Arranges document icons into rows with equal space between them.
Open Document Name(s)	Lists the names of currently open documents, from which you can choose a document, making it the active document on your screen.

The Help menu

The following table describes the Help menu.

Menu Item	Description
Contents	Displays a list of topics about which you can view Help information.
Search for Help On	Displays the Search dialog box, where you can enter search keywords to find topics on which you need help.
How to Use Help	Provides further information on how to use Help.
About Financial Analyzer	Provides external and internal version numbers for Financial Analyzer.

Custom add-in menu

As an administrator, you can add a custom menu to the Financial Analyzer menu bar. The custom menu can contain options that invoke Express programs or other applications. When you create a custom menu, it appears on the menu bar between the Window menu and the Help menu. For more information, see "Using the Custom Menu Feature".