Oracle® Hyperion Financial Reporting

Accessibility Guide

Release 11.1.2.00


Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Table of Contents:

Introduction

Enabling Accessibility for Financial Reporting

Financial Reporting Accessibility Features

Financial Reporting Keyboard Equivalents

Introduction

This appendix describes the accessibility features of Oracle Hyperion Financial Reporting.

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Enabling Accessibility for Financial Reporting

The Enable Screen Reader is displayed inOracle Hyperion Enterprise Performance Management Workspace User Preferences, General tab when using Explorer 6 and 7.

Note:

If the application is already open before enabling the screen reader support for EPM Workspace, you must close it and open it in a new browser window.

If you are using JAWS® Screen Reading Software, Oracle recommends using the Internet Explorer browser. For the JAWS screen reader to announce links and image shortcut keys, Virtual PC Cursor (VPC) mode must be enabled.

  To enable accessibility:

  1. From EPM Workspace, select File, and then Preferences.

  2. Under Accessibility Mode, select Enable Screen Reader Support.

    This option enables the screen reader that you have installed to read the information displayed on the screen.

  3. Click OK.

Financial Reporting Accessibility Features

Setting High-Contrast Mode

A high-contrast color mode is available for accessibility. This option is supported only on the same platforms on which Screen Readers are supported.

  To set high-contrast mode:

  1. Perform an action:

    • Select File, then Preferences. From Accessibility Mode, from the Select Theme drop-down, select High Contrast.

    • A shortcut key is also available to toggle between high-contrast and regular mode. Ctrl+Shift+H toggles the theme and prompts you to either restart EPM Workspace or continue working. You must restart EPM Workspace to see the theme changes. If you continue working, theme changes will take effect at your next logon.

  2. Click OK.

Using the Tab Key in the EPM Workspace UI

Default tab order in the EPM Workspace UI flows from left to right, top to bottom. The component order: toolbar, search control, view pane, content area, content area (bottom) tab bar. The tab order loops in both directions so that tabbing from the last item focuses the first item, and reverse-tabbing from the first item focuses the last item. The following elements are not included in the tab order:

  • Navigate menu

  • Main menu bar (use shortcut keys to access menu items)

  • The “Welcome <username>” message and the accompanying logoff text link (use logoff or exit icon in toolbar or items from File menu instead)

Financial Reporting Keyboard Equivalents

Using Global Navigation Shortcuts

EPM Workspace provides keyboard shortcuts for general navigation:

Table 1. Global Navigation Shortcuts

KeyAction
F10Move the focus to the first menu in the menu bar.
Ctrl+0 Focus current view pane (because a view pane cannot have focus itself, this focuses the first valid child in the tab order). If there is no view pane, nothing happens.
Ctrl+1,2...9As with Ctrl+0, but select the first, second, through ninth view pane and move focus to its first focusable child.
Ctrl+BFocus Annotations Area control..
Ctrl+G Focus bottom Content tab bar of EPM Workspace (which lists open modules). Focus goes to current module tab. If multiple documents are open, the current module tab is highlighted. If no tabs are open, nothing happens.
Ctrl+F Focus the Search field.
Ctrl+T Focus the Standard toolbar. Use the Tab key to select individual buttons.
Ctrl+YFocus the Content area. This transfers focus to the first valid child in the tab order of the Content area of an active document.
Ctrl+F4 Close current active module - document, tasks, or files. If none are open, nothing happens.
Ctrl+Shift+HToggle the selected theme to change the color scheme of the user interface (UI).
Ctrl+F6

Enter a frame's content area and focus the first focusable element (if any).

Ctrl+Shift+F6

Exit the content area of a frame and return focus to the frame itself. You cannot immediately press Ctrl+F6 to return to the iframe, but you can tab to the other controls outside of iframe. To return to iframe after pressing Ctrl+Shift+F6, you can press Tab to move to another control, then Shift+Tab to bring focus back to the iframe and finally Ctrl+F6 to enter the iframe.

Arrow keys (left/right/bottom/top).The built-in way to move around Explore module and access different cells and rows in a grid or tree view.
Ctrl+L

Presents a list of selectable navigation targets in the Links List window:

  • Go to View Pane

  • Go to Content Area

  • Go to Annotations Area

  • Go to Tab Bar

  • Go to toolbar

EPM Workspace Graphic with Callouts

The graphic below shows how to navigate EPM Workspace’s Explore mode using keyboard shortcuts; other Workspace modes use the same shortcuts.

The graphic shows how to navigate EPM Workspace's Explore mode using keyboard shortcuts.

The EPM Workspace user interface includes these areas.

  1. Menu bar (F10) — Commands and sub-commands that organize tasks and modules.

  2. Standard toolbar (Ctrl+T) — Buttons for performing tasks.

  3. View pane (Ctrl+0) — Area that provides buttons that enable jumps between zero or more panels, each panel having a specific use and corresponding controls.

  4. View pane and content area adjuster (Ctrl+Alt+1) — Setting to adjust the size of the View pane and content area. Hiding the view pane provides a larger content frame in which to use EPM Workspace. Select View, then View Pane to hide and display the View pane.

  5. Content area (Ctrl+Y) — Area in which you view active module documents, tasks, or files.

  6. Content tab bar (Ctrl+G) — Information bar specific to the current module. If multiple documents are open, the current document tab is highlighted.

  7. Search field (Ctrl+F) — A space where you enter text you want to search for within the Repository.

Accessibility Behaviors for General UI Elements

Listed below are specific keystrokes that are handled by individual User Interface (UI) elements, as well as expected behavior of screen readers when the UI element is focused:

Table 2. User Interface Element Types

UI ElementKey Event
ButtonEither Enter or Space will activate the button, causing the same action as a left click.
ComboBox
  1. Up or down arrow keys display the popup menu and allow selection of ComboBox values.

  2. Space or Enter selects a ComboBox item from the popup.

  3. If editable, alphanumeric keys cause an edit.

Dialog
  1. If the dialog has an accept button defined, Enter key activates it.

  2. The dialog is modal and blocks all other keyboard events.

Content Area (IFrame)
  1. Press Ctrl+F6 to enter a frame, then you may need to press Tab to select the first focusable item.

  2. Press Ctrl+Shift+F6 to exit the content area of a frame and return focus to the frame itself.

List
  1. The up or down arrow keys move selection focus up or down through the list elements. The selection is continually updated. An arrow key press results in a selection event.

  2. Ctrl+Up or Down key: item focus moves up or down without changing the current selection. Spacebar can be used to add the focused item to the selection.

  3. Shift+Up or Down key: item focus moves up or down and the newly focused item is added to the selection.

    Note:

    If the list supports only a single selection, the Ctrl and Shift modifiers have no effect.

Tab BarLeft or right arrow key moves selection focus and selects the new tab immediately. Selection focus wraps around the ends of the tab bar.
Text Field
  1. If editable, alphanumeric keys cause an edit.

  2. Tab proceeds in the tab order. Tab cannot be entered as a character in the text field.

TreeThe left and right arrow keys collapse or expand the current node if it has children. If it has no children, there is no effect. The expansion is non-recursive. However, if the tree is capable of remembering previous expansion state of any subnodes, it should do so.

Accessibility Behavior for Non-standard Controls

The following text describes the accessibility behaviors for non-standard controls:

Content Tab Bar

When the Content tab bar is focused, selection focus is on the current tab, if any.

Table 3.  Content Tab Bar— Accessibility Keys

KeyAction

Content Tab Bar

Right/Up arrows

When on any document content tab, to select next tab on right. The selection will wrap.

Left/Down arrows

when on any document content tab, to select next tab on left. The selection will wrap.

Accessibility for File Type Drop-down

The following keyboard shortcuts are supported in the File Type drop-down:

Table 4. File Type Drop-Down — Accessibility Keys

Keys

Action

Down arrow

Drop the menu.

Arrow up or down

Change selection.

Enter

Make selection.

Accessibility for Sidebar Icon List (File Preferences/Properties)

The following keyboard shortcuts are supported on the sidebar icon list:

Table 5. Sidebar Icon List — Accessibility Keys

Keys

Action

Tab/Shift+Tab

Navigate up/down the items in the list.

Space bar

Select focused item in the list.

Accessibility for Show Columns dialog

The following keyboard shortcuts are supported in the Show Columns dialog:

Table 6. Show Columns dialog — Accessibility Keys

Keys

Action

Grid

 

Arrow Up/Down

Change selection.

Space bar

Check/uncheck the check box. Uncheck to hide that column in the Explore list.

Move item/up/down arrow image to change the item's order in the list

 

Arrow Up/Down

Select the item to be moved.

Tab to Up/Down arrow image

Move item up or down.

Space bar

Activate to move item up/down.

Accessibility for Favorites Manager Dialog

The following keyboard shortcuts are supported in the Favorites Manager dialog:

Table 7. Favorites Manager Dialog — Accessibility Keys

Keys

Action

Grid

Up/Down/Left/Right arrows

Change current cell selection.

Space bar

Check/uncheck cell.

Accessibility for Explore

The following keyboard shortcuts are supported for Explore/Subheadings:

Table 8.  Explore — Accessibility Keys

KeyAction

Explore Tree

Down arrow

When on any node, select next node below current. Selection will not wrap.

Up arrow

When on any node, select next node above current. Selection will not wrap.

Page up

When on any node, get to the last visible node on the previous page, or if there is no previous page, the first node on the current page.

Page down

When on any node, get to the first visible node on the next page, or, if there is no next page, the last node on the current page.

Right arrow

When on a folder node with plus icon, expand a node.

Left arrow

When on a folder node with plus icon, go up to next expanded folder

Right arrow

When on folder node with minus icon, go to next folder.

Left arrow

when on folder node with minus icon, collapse a node.

Explore List

Down arrow

When on any node, select next node below current. Selection will not wrap.

Up arrow

When on any node, select next node above current. Selection will not wrap.

Page up

When on any node, get to the last visible node on the previous page, or, if there is no previous page, the first node on the current page.

Page down

When on any node, get to the first visible node on next page, or, if there is no next page, the last node on the current page.

Ctrl+Up/Down arrow

When on any node, allows navigation without losing selection.

Ctrl+Space

When on any node, select/deselect currently focused item.

Ctrl+A

When on any node, select all nodes.

Shift+Up/Down arrow

when on any node, select/deselect sequential list of items.

Enter key

When on a folder node, drill into the folder.

Enter key

when on any node except folder node, launch the item.

Accessibility for File Dialog

The following keyboard shortcuts are supported for the File dialog:

Table 9. File Dialog — Accessibility Keys

KeyAction

Down arrow

When on any node, select next node below current. Selection will not wrap.

Up arrow

When on any node, select next node above current. Selection will not wrap.

page up

When on any node, get to last visible node on previous page, or, if there is no previous page, the last node on the current page.

Page down

When on any node, get to the first visible node on next page, or, if there is no next page, the last node on the current page.

Left arrow

When on any node, drill up to folder node (parent of current node). If already at root node, nothing happens.

Right arrow

When on a folder node, drill down into folder and present contents.

Enter key

When on any node except folder node, select the item.

Accessibility for File Accumulator

The following keyboard shortcuts are supported for the File Accumulator:

Table 10. File Accumulator — Accessibility Keys

KeyAction

Left side with items to be added to selected list

Down arrow

When on any node, select next node below current. Selection will not wrap.

Up arrow

When on any node, select next node above current. Selection will not wrap.

Page up

When on any node, move to last visible node on previous page, or, if there is no previous page, the first node on the current page.

Page down

When on any node, moves to first visible node on next page, or, if there is no next page, the last node on the current page.

Left arrow

When on any node, drill up to folder node (parent of current node). If already at root node, nothing happens.

Ctrl+Up/Down arrow

When on any node, allows navigation without losing selection.

Ctrl+Space

when on any node, select/deselect currently focused item.

Shift+Up/Down

When on any node, select/deselect sequential list of items.

Ctrl+A

When on any node, select all nodes.

Right arrow

When on a folder node, drill down into folder and present contents.

Right arrow

When on any node except folder node, add item to selected list.

Right List with items in the selected list

Down arrow

When on any node, select next node below current. Selection will not wrap.

Up arrow

When on any node, select next node above current. Selection will not wrap.

Page up

When on any node, go to last visible node on previous page, or, if there is no previous page, the first node on the current page.

Page down

When on any node, go to first visible node on next page, or, if there is no next page, the last node on the current page.

Left arrow

When on any node, remove item from selected list.

Move Up/Down arrow image to change the item's order in the list

 

Arrow Up/Down

Select the item to be moved.

Tab to Up/Down arrow image

Move item up or down.

Space bar

Activate to move item up/down.

Accessibility for EPM Workspace Pages

The following keyboard shortcuts are supported by the content area in EPM Workspace pages:

Table 11. Workspace Pages — Accessibility keys

KeysAction
Arrow keysUsed to Navigate between layout areas on a Workspace page.
aIf focus is on a layout area, then pressing this key adds the selected content in the Content Browser to the layout area.
Ctrl+aIf focus is on the Content Browser, then pressing this key combination adds the selected content in the left pane as content to the page.
rIf focus is on a layout area, then pressing this key triggers the remove action on the layout area.
eIf focus is on a layout area, then pressing this key triggers the edit action on the layout area if the edit action is available for the layout area.
lIf focus is on a layout area, then pressing this key triggers the launch action on the layout area if the launch action is available for the layout area.
mIf focus is on a layout area, and the layout area is not maximized, then pressing this key triggers the maximize action on the layout area or else it triggers the restore action on the layout area. The maximize option must be enabled on the layout area.

Accessibility for Workspace Template Selector Dialog

The following table provides keyboard shortcuts for the Template Selector Dialog:

Table 12. Template Selector Dialog — Accessibility key

Key

Action

Up/Down/Left/Right

  1. Up/Down/Left/Right arrow to navigate and select item in the group.

Accessibility for Financial Reporting

The following table provides keyboard shortcuts for Oracle Hyperion Financial Reporting.

Table 13. Financial Reporting — Shortcut Keys

KeysAction
Ctrl+F6, followed by TabTo select report in books and batches, if focus is on the whole list.
EnterTo show report, if report is selected in the list.
Member Selection
Arrow keysNavigate through open members, if focus is on option.
EnterTo open or close tree node, if focus is on +/- sign or open/close folder image.
POV Bar
TabNavigate through dimension buttons, if focus is on whole POV bar.
EnterUsed to launch member selection dialog.
Import Financial Reporting Documents dialogIn the Import dialog, when the focus is on a frame, press Ctrl+F6 to enter a frame, then press Tab to select the first focusable item.

Financial Reporting Graphic with Callouts

The EPM Workspace displays a Financial Reporting report and the Annotation area.

The graphic shows annotation callouts on the EPM Workspace for Financial Reporting.
  1. Annotation area (Ctrl+B) — Area that displays annotation information associated with the report.

  2. Annotation pane area and content adjuster (Ctrl+Alt+2) — Setting to adjust the size of the annotation pane and content area. Hiding the annotation pane provides a larger content frame in which to use EPM Workspace. Select View, then View Annotations to hide/display the Annotation pane.

Accessibility for Foundation Services

The following table provides keyboard shortcuts for Oracle Hyperion Foundation Services:

Table 14. Foundation Services — Shortcut Keys

KeysAction
TabApart from its standard function, this key is used to get to the right pane from folders' list.
SpaceApart from its standard function, this key can be used to switch between tabs in various Properties dialogs. It can also be used to sort items in Users, Groups, Roles' table of Properties dialog on Permissions tab.
Ctrl+<column_number>This key combination can be used to sort items in Selected table of Properties dialog on Permissions tab.
EnterApart from its standard function, this key can be used to switch between tabs in Import dialogs.
<column_number>Press the corresponding table column number to sort the outputs in Jobs’ Output Collection.
Keyboard context menu buttonShow context menu for the item over which the mouse cursor is placed (but not for the one which is focused).

Accessibility for Interactive Reporting

The following table provides keyboard shortcuts for Oracle Hyperion Interactive Reporting.

Table 15. Interactive Reporting — Shortcut Keys

KeysAction
Ctrl+F6 followed by TabIf focus is on whole content pane of an Oracle Hyperion Interactive Reporting file opened in Oracle Hyperion Enterprise Performance Management Workspace, use these keys to navigate into the section and its elements.
Ctrl+Shift+EnterDisplay tool tip and read the status bar.
Shift+F10Open and close context menu.
Arrow keysNavigate through context menu.
Results/Table Section
Arrow keys or TabNavigate through the individual cells.
Shift+Arrow keysUsed to scroll, if the focus is on whole content pane of Results/Table sections.
Ctrl+Alt+Arrow keysSelect two or more columns.
Ctrl+SpaceAdd/remove current column to the selection.
Pivot Section
Arrow keys or TabNavigate through the individual cells.
Chart Section
Ctrl+Shift Apart from its standard function, these keys can be used for working with Chart, where there is a two-layer navigation: all the elements are placed in groups (for example, one group includes axis labels, the other one includes pie slices). The user goes between the groups by pressing Tab, and may drill down into particular group and start tabbing in it by pressing Ctrl+Shift.
Report Section
Ctrl+ShiftVisit individual elements of Embedded Objects.
Alt+IGo through the tables within one Report page.
Dashboard Section
Ctrl+ShiftVisit individual elements of Embedded Objects.
Query/CubeQuery Section
Ctrl+Shift+Arrow keys or TabNavigate through the individual cells of CubeQuery table.

Accessibility for Online Help

The table that follows lists the keyboard shortcuts for online help.

Table 16. Online Help — Keyboard Shortcuts

ShortcutDescription
Ctrl+Shift+1Open and move focus to the Contents tab.
Ctrl+Shift+2Open and move focus to the Index tab.
Ctr+Shift+3Open and move focus to the Search tab.
Ctrl+Shift+4Move focus to the content frame, which is the frame that contains help topics.