Oracle® Hyperion Planning, Fusion Edition

Accessibility Addendum

Release 11.1.1.4.00


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Authors: EPM Information Development Team

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Table of Contents:

Accessibility Features

Standalone Planning

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 (zero)

Move from a Smart List cell to the left pane

Ctl + 1, Ctrl + Shift + F6, Shift + Tab, and then Ctrl + 0 (zero)

Note:

This keyboard equivalent works with Internet Explorer; it does not work with Firefox.

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, PageEquivalent

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, PageEquivalent
File MenuAlt + F
Workflow, Manage ProcessSubmenu items/Buttons
GoAlt + 2
EntityAlt + 3
Collapse, ExpandEnter
Details buttonSubmenu items/Buttons
Change StatusN
Add AnnotationM
DoneW
Add Annotation, Change StatusSubmenu items/Buttons
SubmitAlt + 2
CancelAlt + X
HelpAlt + 4
Workflow, Copy VersionSubmenu items/Buttons
GoAlt + 2
Add LinkAlt + 3
Remove LinkAlt + 4
Add All LinkAlt + 5
Remove AllAlt + 6
Copy DataAlt + N
PreferencesSubmenu items/Buttons
Application SettingsAlt + 2
Display OptionsAlt + 3
Printing OptionsAlt + 4
User Variable OptionsAlt + 5
Register Shared ServicesAlt + M

Table 3. Keyboard Equivalents for Edit Menu Tasks

Functionality, PageEquivalent
Edit MenuAlt + E
Adjust DataAlt + 2
Text Box FocusAlt + 3
Adjust Data ButtonAlt + 4
Initiate MoveAlt + I
Close Adjust Data dialogAlt + Esc
Grid SpreadSubmenu items/Buttons
Adjust DataAlt + 7
Adjust ButtonAlt + 8
Spread ButtonAlt + 1
Close ButtonAlt + 0
Initiate Move Alt + Y
Help ButtonAlt + .
Mass AllocateSubmenu items/Buttons
Initiate MoveAlt + Q
Print GridSubmenu items/Buttons
Help Alt + H
Restore Data Form SettingsAlt + R
Print PreviewAlt + P
CancelAlt + X
Annotate Planning UnitSubmenu items/Buttons
OKAlt + O
HelpAlt + H
SaveAlt + S
CancelAlt + X
Cell TextSubmenu items/Buttons
HelpAlt + H
SubmitAlt + S
CloseAlt + X
Supporting DetailSubmenu items/Buttons
Add ChildAlt + 0 (zero)
Add SiblingAlt + 1
DeleteAlt + 2
Delete AllAlt + 3
PromoteAlt + 4
DemoteAlt + 5
Move UpAlt + 6
Move DownAlt + 7
Duplicate RowAlt + 8
HelpAlt + H
RefreshAlt + R
SaveAlt + S
CancelAlt + X
Yes, Set Value to MissingAlt + Y
No, Leave Value As IsAlt + N

Table 4. Keyboard Equivalents for View Menu Tasks

Functionality, PageEquivalent
View MenuAlt + V
Task Lists, Task ListSubmenu items/Buttons
HelpAlt + H
CloseAlt + X
Task ListSubmenu items/Buttons
Completed, IncompleteAlt + T
Available Task ListSubmenu items/Buttons
Task List FoldersAlt + '
Task List LinkAlt + L
CloseAlt + X
Task List, ReportSubmenu items/Buttons
NextAlt + W
AddAlt + 2
RemoveAlt + 3
Add AllAlt + 4
Remove AllAlt + 5
Available List Box SelectionAlt + 6
Selected List Box SelectionAlt + 7
Task List, StatusSubmenu items/Buttons
CloseAlt + W
View Task ListAlt + M
Next IncompleteAlt + N
Next IncompleteSubmenu items/Buttons
CompleteAlt + 1
Previous IncompleteAlt + 2
PreviousAlt + 3
NextAlt + 4
Next IncompleteAlt + 5
View Task ListSubmenu items/Buttons
Display All Completed DatesAlt + W
Status LinkAlt + M
CloseAlt + W
Banner TopAlt + 9

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

Functionality, PageEquivalent
Manage Data FormsSubmenu 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

RenameAlt + 2
Assign AccessAlt + 3
MoveAlt + 4
DeleteAlt + 5
Create (data form)Alt + 6
Create Composite (data form)Alt + 7
Move between composite data formsAlt + ]
EditAlt + 8
MoveAlt + 9
DeleteAlt + 0
Assign AccessAlt + [
SearchAlt + ]
Search UpAlt + M
Search DownAlt + W
Check AllAlt + ;
Data Form FolderAlt + '
Expand, CollapseEnter
Move FolderSubmenu items/Buttons
OKAlt + O
CancelAlt + X
Assign AccessSubmenu items/Buttons
CloseAlt + X
Add AccessAlt + A
Edit AccessAlt + E
Remove AccessAlt + R
HelpAlt + H
Add AccessSubmenu items/Buttons
Add Alt + A
Migrate IdentitiesAlt + M
CancelAlt + X
HelpAlt + H
SaveAlt + S
Save AsAlt + A
PreviousAlt + P
NextAlt + N
Create/Edit Data FormSubmenu items/Buttons
PropertiesAlt + 1
Row, Column LayoutAlt + 2
Page, Point of View LayoutAlt + 3
Other OptionsAlt + 4
Business RulesAlt + 5
PreviewAlt + 6
Create/Edit Row/Column LayoutSubmenu items/Buttons
Add Page Dimension (column)Alt + M
Add ColumnAlt + C
Edit ColumnAlt + E
Add Dimension (row)Alt + K
Add RowAlt + R
Edit RowAlt + 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 LayoutSubmenu items/Buttons
Move UpAlt + M
Move DownAlt + W
AddAlt + I
RemoveAlt + J
Add AllAlt + K
Remove AllAlt + L
Add Page DimensionAlt + A
CloseAlt + X
Dimension PropertiesSubmenu items/Buttons
CloseAlt + X
SubmitAlt + S
HelpAlt + H
Create/Edit (other options)Submenu items/Buttons
Move UpAlt + M
Move DownAlt + W
AddAlt + I
RemoveAlt + J
Add AllAlt + K
Remove AllAlt + L
Available ListAlt + U
Selected ListAlt + V
Create/Edit Business RulesSubmenu items/Buttons
Move UpAlt + M
Move DownAlt + W
AddAlt + I
RemoveAlt + J
Add AllAlt + K
Remove AllAlt + L
Available ListAlt + U
Selected ListAlt + V
PropertiesAlt + T
PropertiesSubmenu items/Buttons
OKAlt + O
Create Composite Data FormSubmenu items/Buttons
PropertiesAlt + 1
Row Column LayoutAlt + 2
Business RulesAlt + 3
HelpAlt + H
SaveAlt + S
PreviousAlt + P
NextAlt + N
CancelAlt + X
Row/Column LayoutSubmenu items/Buttons
Move UpAlt + m
Move DownAlt + w
AddAlt + I
RemoveAlt + J
Add AllAlt + K
Remove AllAlt + L
Available ListAlt + U
Selected ListAlt + V
Business RulesSubmenu items/Buttons
Move UpAlt + m
Move DownAlt + w
AddAlt + I
RemoveAlt + J
Add AllAlt + K
Available ListAlt + U
Selected ListAlt + V
Remove AllAlt + L
PropertiesAlt + T
PropertiesSubmenu items/Buttons
OKAlt + O
SaveAlt + S
OKAlt + X
HelpAlt + 1

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

Functionality, PageEquivalent
Manage Task Lists:Alt + A, T
Create New FolderAlt + N
Rename FolderAlt + 2
Move FolderAlt + 3
Delete FolderAlt + 4
Task List FoldersAlt + '
Create New Task Alt + 5
RenameAlt + 6
EditAlt + 7
MoveAlt + 8
DeleteAlt + 9
Assign AccessAlt + 0
Check BoxAlt + ;
Move UpAlt + m
Move DownAlt + w
Assign AccessSubmenu items/Buttons
Add AccessAlt + A
Edit AccessAlt + E
Remove AccessAlt + R
HelpAlt + H
CloseAlt + X
Add AccessSubmenu items/Buttons
HelpAlt + H
AddAlt + A
Migrate IdentitiesAlt + M
Remove Nonprovisioned Users, GroupsAlt + R
CancelAlt + X
Available Users and GroupsAlt + 2
PreviousAlt + P
NextAlt + N
EndAlt + E
StartAlt + T
Edit Task ListSubmenu items/Buttons
Add ChildAlt + C
Add SiblingAlt + G
EditAlt + E
DeleteAlt + T
CutAlt + U
PasteAlt + P
Task ListAlt + 1
InstructionsAlt + 2
Move UpAlt + M
Move DownAlt + W
Save AsAlt + A
SaveAlt + S
CancelAlt + X
HelpAlt + H
Close (selected task)Alt + X
Edit TaskSubmenu items/Buttons
ListAlt + 1
PropertiesAlt + 2
SaveAlt + S
CloseAlt + X
HelpAlt + H
Add Smart ListSubmenu items/Buttons
CreateAlt + N
EditAlt + 2
DeleteAlt + 3
Add Smart ListsSubmenu items/Buttons
HelpAlt + H
SaveAlt + S
CancelAlt + X
PropertiesAlt + 1
EntriesAlt + 2
PreviewAlt + 3
EntriesSubmenu items/Buttons
AddAlt + A
DeleteAlt + E
Manage MenusSubmenu items/Buttons
CreateAlt + N
EditAlt + 2
DeleteAlt + 3
Edit a MenuSubmenu items/Buttons
Add ChildAlt + 1
Add SiblingAlt + 2
EditAlt + 3
Delete Alt + 4
CutAlt + 5
Move UpAlt + M
Move DownAlt + W
HelpAlt + H
Save AsAlt + A
SaveAlt + S
CloseAlt + X
Add/Edit Menu ItemSubmenu items/Buttons
HelpAlt + H
SaveAlt + S
CancelAlt + X
Manage User VariablesSubmenu items/Buttons
AddAlt + 2
DeleteAlt + 3
Add User VariablesSubmenu items/Buttons
HelpAlt + H
OKAlt + O
CancelAlt + X
Manage PropertiesSubmenu items/Buttons
Save Alt + S
ResetAlt + 0 (zero)
AddAlt + 2
Application SettingsAlt + 2
System PropertiesAlt + 3

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

Functionality, PageEquivalent
Dimensions TabSubmenu items/Buttons

Navigate between dimension members

Up and Down Arrow keys

Select DimensionAlt + Q
Add DimensionAlt + M
Edit DimensionAlt + Y
SortAlt + K
Sort AscendingAlt + U
Sort DescendingAlt + N
SearchAlt + S
Search Up LinkAlt + W
Search Down LinkAlt + R
Mark for Delete LinkAlt + X
ExpandAlt + 1
CollapseAlt + 2
Add ChildAlt + C
Add SiblingAlt + 4
CutAlt + 6
PasteAlt + 7
EditAlt + 8u7i
DeleteAlt + 9
Assign AccessAlt + 0 (zero)
Show AncestorsAlt + B
Show UsageAlt + Y
PageAlt + 5
GoAlt + 6
StartAlt + 7
PreviousAlt + 8
NextAlt + 9
EndAlt + 0 (zero)
Performance Settings TabSubmenu items/Buttons
Select Plan TypeAlt + S
Evaluation OrderSubmenu items/Buttons
Select Plan TypeTab
Go ButtonAlt + G
Save ButtonAlt + S
Account Scenario Version Dimension, Add Member, Add DimensionSubmenu items/Buttons

Copy Scenario

Alt + V

SaveAlt + S
HelpAlt + H
RefreshAlt + R
CancelAlt + X
Show AncestorsSubmenu items/Buttons
Expand AllAlt + E
Collapse AllAlt + C
HelpAlt + H
CancelAlt + X
Currency DimensionSubmenu items/Buttons
AddAlt + 3
EditAlt + 8
DeleteAlt + 9
Show UsageAlt + Y
Add Currency, Create Currency TabSubmenu items/Buttons
Reporting CurrencyAlt + R
Navigate Between TabsTab
HelpAlt + H
SaveAlt + S
CancelAlt + X
UDA TabSubmenu items/Buttons
Add ButtonAlt + A
Edit ButtonAlt + F
Delete ButtonAlt + G
HelpAlt + R
SaveAlt + S
CancelAlt + X

Add a member

Alt + I

Remove a member

Alt + J

Remove all members

Alt + L

Member Formula TabSubmenu items/Buttons
Validate Member FormulaAlt + V
Status of Member Formula ValidationSubmenu items/Buttons
Show DetailsAlt + S
HelpAlt + H
OKAlt + O
Edit Currency, Edit Currency TabSubmenu items/Buttons
Navigate Between TabsTab
HelpAlt + H
SaveAlt + S
CancelAlt + X
Member Formula Validation StatusSubmenu items/Buttons
Validate Member FormulaAlt + V
Show DetailsAlt + S
HelpAlt + H
OKAlt + O
Edit Currency, Edit Currency TabSubmenu items/Buttons
Navigate Between TabsTab
HelpAlt + H
SaveAlt + S
CancelAlt + X
Show UsageSubmenu items/Buttons
GoAlt + G
HelpAlt + H
GoAlt + O
SaveAlt + S
PrevAlt + P
NextAlt + N
CloseAlt + X
EndAlt + E
Employee Entity DimensionSubmenu items/Buttons
ExpandAlt + 1
CollapseAlt + 2
Add ChildAlt + C
Add SiblingAlt + 4
CutAlt + 6
PasteAlt + 7
EditAlt + 8
DeleteAlt + 9
Custom AttributesAlt + 0 (zero)
Show AncestorsAlt + M
Show UsageAlt + Y
Manage Attributes (employee dimension)Submenu items/Buttons
CreateAlt + C
ModifyAlt + M
DeleteAlt + T
CreateAlt + R
Add ChildAlt + A
Add SiblingAlt + S
ModifyAlt + O
DeleteAlt + E
AliasAlt + L
HelpAlt + H
CloseAlt + X
Period DimensionSubmenu items/Buttons
ExpandAlt + 1
CollapseAlt + 2
Add ChildAlt + C
Add SiblingAlt + 4
Add Summary PeriodAlt + 6
Edit Alt + 8
DeleteAlt + 9
DTSAlt + D
OptionsAlt + 0 (zero)
View PeriodAlt + 5
Show UsageAlt + Y
Add Summary PeriodSubmenu items/Buttons
HelpAlt + H
SaveAlt + S
CancelAlt + X
Year DimensionSubmenu items/Buttons
Add YearsAlt + 3
Edit YearAlt + 8
OptionsAlt + O
View YearAlt + 5
Show UsageAlt + Y
Add YearSubmenu items/Buttons
Close DIVAlt + 1
Add YearAlt + 5
Edit Year TabSubmenu items/Buttons
HelpAlt + H
SaveAlt + S
CancelAlt + X

UDA Tab

Submenu items/Buttons

AddAlt + A
Edit Alt + E
DeleteAlt + D
Add LinkAlt + I
Remove LinkAlt + J
Remove All LinkAlt + L

Table 8. Keyboard Equivalents for Administration Menu (4)

Functionality, PageEquivalent
Copy DataSubmenu items/Buttons
GoAlt + 2
Add DimensionsAlt + 3
Copy DataAlt + N
Dimension Member SelectionSubmenu items/Buttons
Expand AllAlt + e
Collapse AllAlt + c
SearchAlt + 3
Search DownAlt + 4
Search UpAlt + 5
Add GraphicsAlt + I
Remove GraphicsAlt + J
Remove All GraphicsAlt + K
Move Up Alt + U
Selected ListAlt + V
Move DownAlt + D
HelpAlt + H
SubmitAlt + S
CancelAlt + X
Clear Cell DetailsSubmenu items/Buttons
GoAlt + 2
Add All DimensionsAlt + 3
Add DimensionsAlt + 4
ClearAlt + N
Alias TableSubmenu items/Buttons
AddAlt + N
EditAlt + 2
DeleteAlt + 3
CopyAlt + 4
Clear ValueAlt + 5
CopyAlt + M
ReportingSubmenu items/Buttons
Data FormsAlt + 2
AddAlt + 5
RemoveAlt + 6
Add AllAlt + 7
Remove AllAlt + 8
Create ReportAlt + C
Planning Unit AnnotationsAlt + 3
AuditingAlt + 4
Save Selections Alt + 0
View StatisticsSubmenu items/Buttons
Main Content Area LinkAlt + Z

Table 9. Keyboard Equivalents for Administration Menu (5)

Functionality, PageEquivalent
Application SettingsSubmenu items/Buttons
GoAlt + 5
Register Shared ServicesAlt + M
Unregister Shared ServicesAlt + W
SaveAlt + S
ResetAlt + 0 (zero)
SelectAlt + 4
System SettingsAlt + 2
Custom ToolsAlt + 3
Register Shared ServicesSubmenu items/Buttons
HelpAlt + H
SubmitAlt + S
CancelAlt + X
New ProjectAlt + N
Existing ProjectAlt + E
Unassigned ProjectAlt + U
Create ApplicationSubmenu items/Buttons
Select TabAlt + 2
Calendar TabAlt + 3
Currencies TabAlt + 4
Plan Type TabAlt + 5
Finish TabAlt + 6
CancelAlt + 7
Log OffAlt + 8
PreviousAlt + W
FinishAlt + 0
NextAlt + M
Delete ApplicationSubmenu items/Buttons
Delete ApplicationAlt + 4
Register ApplicationSubmenu items/Buttons
Delete ApplicationAlt + 5
Manage Data Source, Create Data SourceSubmenu items/Buttons
Validate Database ConnectionAlt + 4
Validate Essbase ConnectionAlt + 5
CancelAlt + 7
FinishAlt + 8
Edit Data SourceAlt + 2
Delete Data SourceAlt + 3

Table 10. Keyboard Equivalents for Administration Menu (6)

Functionality, PageEquivalent
Data Load AdministrationSubmenu items/Buttons
GoAlt + 2
Selected MembersAlt + 3
SaveAlt + S
For member selectedSubmenu items/Buttons
Expand All Alt + 1
Collapse All Alt + 2
Search Alt + 3
Search Up Alt + 4
Search Down Alt + 5
Add GraphicsAlt + I
Remove Graphics Alt + J
Remove All Alt + L
Move Up Alt + M
Move Down Alt + W
Help Alt + H
Submit Alt + S
CancelAlt + X
Manage DatabaseSubmenu items/Buttons
Refresh Alt + 0
CreateAlt + N
Refresh Alt + R
CancelAlt + X
FinishAlt + F
Manage Currency ConversionSubmenu items/Buttons
Create File TabAlt + 2
Details TabAlt + 3
NextAlt + N
Currency SearchAlt + 6
Scenario SearchAlt + 7
Version SearchAlt + 8
CancelAlt + 4
SaveAlt + S
Create NewAlt + W
Manage Exchange RatesSubmenu items/Buttons
CreateAlt + N
EditAlt + 2
DeleteAlt + 3
Check AllAlt + ;
Create Exchange Rate TableSubmenu items/Buttons
HelpAlt + H
CancelAlt + X
SaveAlt + S
Edit Exchange Rate Table, Rate Table TabSubmenu items/Buttons
HelpAlt + H
CloseAlt + X
NextAlt + N
Edit Exchange Rate Table - Exchange Rate TabSubmenu items/Buttons
HelpAlt + H
RestoreAlt + R
CloseAlt + X
SaveAlt + S
Exchange Rate Table right-click menu useSubmenu items/Buttons
Open right-click menuF9
Fill YearAlt + Y
Fill TableAlt + T
CopyAlt + C
PasteAlt + V
Sort, ascendingAlt + A
Sort, descendingAlt + D
Manage Security FiltersSubmenu items/Buttons
CreateAlt + N

Table 11. Keyboard Equivalents for Enter Data Form

Functionality, PageEquivalent
Enter Data FormSubmenu items/Buttons
Select ColumnCtrl + Space
Select RowShift + Space
Select Current Data FormCtrl + Shift + Space
Minimize ColumnAlt + 9
Restore ColumnAlt + 0
Restore All ColumnsAlt + 8
Reset All Columns to Default WidthAlt + 7
Lock/Unlock cellAlt + !
Add, Edit DocumentAlt + 6
Open DocumentAlt + 5
Supporting Detail (Double-clicking a Cell)Alt + K
Shift Between Data Forms in Composite Data FormsAlt + ]
Edit/View Account AnnotationAlt + [
Show Context Menu on Row for a Data FormAlt + M
Show Context Menu for Second Row of a Data FormAlt + Y
Arrow Keys to Navigate Between Menu ItemsSubmenu items/Buttons
Close the Context MenuEsc
Move from Data Form to the Select BoxCtrl + 1
Move to Current Data FormCtrl + 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, PageEquivalent

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