Oracle® Hyperion Planning

Accessibility Guide

Release 11.1.2.2


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 Planning

Accessibility Features

Recommended JAWS Settings

What to Expect in Screen Reader Mode in the Current Release

Accessibility Information for Planning Release 11.1.2.1 User Interface

Planning Keyboard Equivalents

Introduction

This guide describes the accessibility features of Oracle Hyperion Planning.

Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit 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 Planning

Accessibility features in are on by default, and are always available.

Accessibility Features

Planning provides these accessibility features. For information about the recommended software configuration, see the Oracle Hyperion Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN (listed in the Oracle Business Intelligence product area): http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

  • Support for screen readers and magnifiers

  • Keyboard navigation equivalents for all objects

  • Alt+Z to skip navigation links and read the 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

Recommended JAWS Settings

  • Turn PC Cursor Mode ON when tabbing through read-only fields in a table.

  • Turn PC Cursor Mode OFF when entering data in editable fields.

What to Expect in Screen Reader Mode in the Current Release

  • Use radio buttons and check boxes for selection.

  • For information icons, click icons for additional information.

  • No Popups; popups appear in a new page. When a popup such as a confirmation message appears on save or rule launch, use the Down Arrow keys to read the message after the screen reader announces the popup. Use the same process for informational popups.

  • No graphs or charts; everything is rendered in table format.

Accessibility Information for Planning Release 11.1.2.1 User Interface

If you are using the Planning release 11.1.2.1 interface and features, refer to the Planning release 11.1.2.1 accessibility information in Oracle Hyperion Planning Administrator's Guide Release 11.1.2.1, Appendix D, "Accessibility Features."

Planning Keyboard Equivalents

These sections list the keyboard equivalents implemented for screen navigation, menus, and tasks completed on pages and dialog boxes.

Note:

Some options and movements within do not need an assigned hot key. In these cases, use the Tab key for navigation.

Access Keys for Left Pane Accordion Controls

Table 1.  General Access Keys

KeysAction
Alt+M+EnterOpen the Forms accordion
Alt+L+EnterOpen the My Task Lists accordion
Alt+L+EnterOpen the Task Lists accordion
Alt+S+EnterOpen the Dimension accordion
Alt+B+EnterOpen the Business Rule Security accordion
Alt+R+EnterOpen the Preferences accordion

Table 2.  Left Pane Navigation

KeysAction
Alt + MFocus on Forms Accordion
Alt + LFocus on Task List Accordion or My Task List Accordion. For planners, Alt + L focuses on My Task List Accordion.

For administrators and Interactive users:

  1. First, focus moves to Task Lists Management.

  2. Pressing Alt + L again moves focus to My Task List accordion.

Alt + SFocus on Dimension Editor accordion
Alt + BFocus on Business rules security accordion
Alt + RFocus on Preferences accordion
Alt + DFocus on Decision Package Types accordion
Alt + Z + TabMove focus to the first available field on the right content pane.
Alt + O Focus on Form Folder sub accordion
Alt + M Focus on Forms sub accordion
Alt + U Focus on Business Rules sub accordion
Note: After the focus moves to the accordion, pressing Enter toggles between expand and collapse actions.These hot keys are for page level actions for the Planning artifact management pages such as Form Management, Task List Management, Dimension Editor, and Menu Management.

Accelerator Keys

Table 3. Manage Artifacts - Page-Level Actions

KeysAction
Ctrl + WCreate, add, add child
Ctrl + E Edit
Crtl + Shift + R Rename
Ctrl + M Move
Ctrl +Shift + G Assign access
Crtl +Shift + B Add sibling
Ctrl + B Show ancestors
Ctrl + U Show usage
Ctrl + Shift + U Move up
Ctrl +Shift + D Move down
Ctrl + H Refresh, Sync
Ctrl + F Search default action
Ctrl + Shift + F Focus on the search input box
Ctrl + S Save
Ctrl + Shift+ L Cancel operation
Ctrl + MAdd to selected list
Ctrl + Shift + WAdd all to selected list
Ctrl + R Remove from selected list
Ctrl + Shift + R Remove all from selected list
Ctrl + Up ArrowMove up selected in the selected list
Ctrl + Down Arrow Move down selected in the selected list
Ctrl + S Save artifact
Ctrl + Shift + S Save as artifact
Ctrl + Shift + PPrevious tab
Ctrl + Shift + NNext tab
Esc Cancel
Ctrl + Shift + F Finish
Ctrl + W

Note: These keys are used for page-level actions for artifact management pages such as form Management, Task List Management, Dimension Editor, and Menu Management.

Preview

Table 4. Simple Form, Composite Form, and Grid Management

Access KeysKeyboard EquivalentAction
 Alt + P Focus on Properties Tab
 Alt + Y Focus on Layout tab
Layout TabAlt + G Focus on Grid Properties Section
 Alt + M Focus on Dimensions Properties panel
 Alt + SFocus on Section Properties panel
 Alt + S Focus on Smart View Option Panel
 Alt+SSegment View
 Alt + I Focus on Display Properties Panel
 Alt + P,P Focus on Printing Options Properties Panel
 Alt + V,V Focus on Validation Rules properties Panel
 Ctrl + Shift + V To drop selected dimension to POV section
 Ctrl + Shift + P To drop selected dimension to Page section
 Ctrl + Shift + R To drop selected dimension to Rows section
 Ctrl + Shift + C To drop selected dimension to Columns section
 Enter1. Tab through row/column header and press Enter to bring up the Context Menu 2. Tab through to the Dimension and press Enter to bring up the dimension context menu"
Validation Rules: Access Keys on Validation Panel For Validation RulesAlt + P Focus on Page Section
 Alt + P,V + Enter Invoke Member Selector on "Point Of View" section
 Alt + P,P + Enter Invoke Member Selector on "Page" section
Other Options TabAlt + O Focus on "Other Options" tab
Other Options Tab : Access Keys  
 Alt + R Focus on Precision Panel
Business Rules TabAlt + R 
Business Rules : Access Keys  
 Alt + R Focus on Business Rules tab
 Alt + P Focus on Plan type drop Down

Table 5. Form and Grid Management Hot Keys

Access KeysKeyboard EquivalentAction
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 
Composite Forms Access keysAccess keysShow Menu for layout sections
 Alt + YSelect Layout Panel
 Alt + OToggle selection between Custom Layout/2 Row Layout/2 Column Layout
 Alt + SSelect Section properties Panel
 Alt + GToggle focus and selection between Global Layout Dimension/Common Dimension properties Panel
Hot KeysCrtl + Shift + ADisplay forms as Tabs
 Ctrl + Shift + NAdd form
 Ctrl + DeleteDelete selected form
 Ctrl +Shift +EEdit Form Label
 Ctrl + Shift + TMove to Top
 Ctrl + Shift + BMove to Bottom
 Ctrl + Shift + UMove Up
 Ctrl + Shift + DMove Down

Table 6. Enter Data

Access KeysKeyboard EquivalentAction
 Ctrl+Shift+TFocus is moved onto the next form. If the form is within a tabbed pane, the tab is disclosed.
 Ctrl+Shift+QNavigate between different form tabs in Decision Package interface.
 Alt + .Go to the page Dimension
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 7. Menu Management

Access KeysKeyboard EquivalentAction
Add, Edit Menu, Menu ItemAlt + NToggle focus on Menu Name/ Menu Item Name input boxes
 Alt + SToggle focus on Select Form Folder/Form button
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 8. Smart Lists

Access KeysKeyboard EquivalentAction
Create, Edit Smart ListAlt + P Focus on Properties Tab
 Alt + RFocus on Entries Tab
 Alt+S Save the Smart List edit
 Alt+L Cancel the Smart List edit
 Alt + WFocus on Preview Tab
Hot Keys (in all tabs)General hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 9. Task Lists

Access KeysKeyboard EquivalentAction
 Alt + KFocus on Task List Tab
 Alt + CToggle focus between Task List Name and Clear dropdown List
 Alt+KFocus on the Task Name in the task Detail panel
 Alt + IFocus on Instructions Tab
 See Rich Text Editor section for Access and Control Keys for Rich Text Editor 
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 10. User Variables

Access KeysKeyboard EquivalentAction
 Alt + UFocus on User Variables tab
 Alt + SFocus on Substitution Variables tab
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 11. Business Rules Security

Hot KeysKeyboard EquivalentAction
 Alt + M Move the rule
 Alt + GAssign Access to rule
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions.General hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions.

Table 12. Clear Cell Details

Access KeysKeyboard EquivalentAction
Hot KeysAlt + PFocus on Plan Type drop down list
 Alt + MToggle focus between Member Selector in static dimension Rows
 Alt + AToggle focus between Add All Dimensions button and Add Static Dimension icon in Static Dimension Panel
 Alt + CSelects, Invokes Clear Action

Table 13. Copy Data

Access KeysKeyboard EquivalentAction
 Alt + PFocus on Plan Type drop down list
 Alt + MToggle focus between Member Selector in static dimension Rows
 Alt + Atoggle Focus between Static Dimension, Dimension with Source and Destination Panel
 Alt + CSelects, Invokes Copy Action

Table 14. Dimension Editor

Access KeysKeyboard EquivalentAction
 Alt + PFocus on Performance Settings Tab
 Alt + OFocus on Evaluation Order Tab
Dimensions TabAlt + RFocus on Sort options drop down list
 Alt + R + TabFocus on Sort Up icon command button
 Alt + R + Tab + TabFocus on Sort Down icon Command button
 Alt + SFocus on search drop down options list
 Alt + S + TabFocus on search input box
Add DimensionAlt + WFocus on Add Dimension
 Alt + GFocus on Edit Dimension
 Alt + GFocus on View Dimension
Add Child/SiblingAlt + P Focus on Member Properties tab
 Alt + UFocus on UDA tab
 Alt + MFocus on Member Formula Tab
Member Properties TabAlt + NFocus on Name input box
 Alt + D Focus on Description input box
 Alt + SToggle focus on Alias Table drop down list/Alias input box/Smart List drop down/Data Storage/Data Type
 Alt + YToggle Focus on Account drop down list
 Alt + RFocus on Variance reporting drop down
 Alt + BFocus on Time balance drop down list
 Alt + P Toggle Focus on Source Plan Type drop down list/Plan Type
UDA Tab  
Member Formula TabAlt + VExecute Validate
Performance Settings Tab  
Access KeysAlt + PFocus on Plan Type drop down list
Evaluation Order Tab  
Access KeysAlt + PFocus on Plan Type drop down list
 Ctrl + 0 (zero) Add Custom Attributes
 Ctrl + B Show Ancestors
 Alt + P Options
 Ctrl + J Dynamic Time Series
 Ctrl + 6 Add Summary Time Period
 Ctrl + Q Copy Scenario
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 15. Member Formula Script Editor

Script ComponentAccess Keys
FindCtrl + Alt + F
ReplaceCtrl + +Alt + R
Member SelectorAlt + Shift +B
Function SelectorAlt + Shift +U
Variable SelectorAlt + Shift +G
Smart List SelectorAlt + Shift + M
Trigger auto suggestCtrl + Space
CommentCtrl + /
Copy Ctrl + C
PasteCtrl + V
CutCtrl + X
UndoCtrl +Z
FormatAlt + Shift + O
Verify SyntaxAlt +Shift+S
Perform next search for text string instance in the editor (when Find dialog is open)Alt+F
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions.

Table 16. Assign Access Pop-Up

Access KeysKeyboard EquivalentAction
 Alt + UFocus on Users tab
 Alt + GFocus on Group tab
 Alt + RFocus on "Remove Non Provisioned Users/Groups" button
Add/Edit Access Pop-up Access KeysAlt + GToggle focus between Read, Write, None radio boxes
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 17. User Selector (Select and Assign Owner)

Access KeysKeyboard EquivalentAction
 Alt + USelect Users tab
 Alt + GSelect Groups Tab
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 
Alias Table Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 18. Currency Conversion

Access KeysKeyboard EquivalentAction
Currency ConversionAlt + MToggle focus on Member selection between currency, scenario, Version
 All other access and actions are completed with tab key traversal 
Exchange Rate ManagementAlt + CSet Focus on create rate table icon
 Alt + ISet Focus on Edit rate table icon
 Alt + 9Set Focus on delete rate table icon
Security Filters  
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 19. Broadcast Message

Access KeysKeyboard EquivalentAction
Broadcast MessageAlt + SSelects/Invokes Send button

Table 20. Properties

Access KeysKeyboard EquivalentAction
Properties  
Access KeysAlt + P Toggle focus between Application/System Properties
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 21. Manage Application

Access KeysKeysAction
Create ApplicationALT + M Manage Applications
 ALT + O Manage Data Source
 ALT + U Upgrade Wizard
 ALT + B Back Button (App Create)
 ALT + N Next Button (App Create)
 ALT + L Cancel Button (App Create)
 ALT + 7 Create/Finish Button (App Create)
 ALT + C Create (Manage Applications, Manage Data sources)
 ALT + 9 Delete (Manage Applications, Manage Data sources)
 ALT + I Edit (Manage Data sources)
 ALT + I Initialize Application (Manage Applications)
 ALT + R Register Application (Manage Applications)
 ALT + V Validate (Upgrade Wizard)
 ALT + A Apply to selected (Upgrade Wizard - RDB Details)
 ALT + E Apply to selected (Upgrade Wizard - Essbase Details)
 ALT + 1 Datasource Tab (Upgrade Wizard)
 ALT + 2 Applications Tab (Upgrade Wizard)
 ALT + 3 Report Mapping Servers Tab (Upgrade Wizard)
 ALT + B Back Button (Upgrade Wizard)
 ALT + NNext Button (Upgrade Wizard)
 Ctrl + R Register Application
 Ctrl + I Initialize Application
Upgrade WizardCtrl + 1 Validate
 Ctrl + U Upgrade
Hot keysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 22. Reports

Access KeysKeyboard EquivalentAction
Access KeysAlt + OSelects Forms Tab
 Alt + PSelects Planning Unit Annotations Tab
Planning Unit TabAlt + SToggle between select Scenario/version/entity drop down
 Alt + MToggle between Member selector for scenario, Version Entity
Decision Packaging TabAlt + SToggle between scenario, Version, year, currency drop down lists
 Alt + DToggle Between Available/Selected Decision Packages
 Alt + USelects Auditing Tab
 Alt + DSelects Decision Package Tab
 Alt + VToggle between Available/Selected forms List
 Alt + CSelects Create Report button
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 23. Application Settings

Access KeysKeyboard EquivalentAction
 Alt + SSave
 Alt + RReset

Table 24. Create or Refresh Database

Access KeysKeyboard EquivalentAction
Create/Refresh DatabaseTab traversal only 
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 25. Map Reporting Application

Access KeysKeyboard EquivalentAction
 Alt + ASelect Application tab
 Alt + MSelect Map dimensions tab
 Alt + PSelect point of view tab
Application Tab  
Access KeysAlt + NFocus on Application Name input box
 Alt + PFocus on Plan type drop down in Source application panel
Map Dimensions Tab/Point Of View Tab Focus Select Member selector
Access KeysAlt + M 
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 26. Data Load Administration

Access KeysKeyboard EquivalentAction
Access KeysAlt + LToggle Focus on Data load Dimension, Driver Dimension drop down list
 Alt + MSelect Member Selector
Advanced Setting panelAlt + AAdd Row
 Alt + UDuplicate Row
 Alt + RDelete selected row
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 27. Planning UnitHierarchy

Access KeysKeyboard EquivalentAction
Access KeysAlt + OSelects Approvals Dimension Entity Tab
 Alt + PSelects Primary and SubHierarchy selection tab
 Alt + GSelect Assign Owners tab
 Alt + USelects Usage Tab
Approvals Dimension Entity Tab  
Access KeysAlt + NFocus onHierarchy Name input box
Primary and SubHierarchy selection, Assign Owners Tab  
Access KeysAlt + Yfocus on Display radio button
 Alt + RSelects "Reset to DefaultHierarchy" button
 Alt + MToggle Focus on Parent Member input field in Parent Member column and Selected Member input box in Selected Members column
 Alt + MToggle Focus on Member selector in "Parent Member" and "Selected Members" column
 Alt + JFocus on Relative generation input box
 Alt + KFocus on Auto Include checkbox in "Auto Include" Column
 Alt + WToggle Focus on Assign Owner input box and Assign owner selector command icon button
 Alt + RToggle Focus on Reviewer input box and Assign owner selector command icon button
 Alt + HSelects Promotion path icon command button
 Alt + YToggle Focus on "Notify These Users" input box and user selector command icon button
 Alt + SToggle focus on search drop down list/Search input box
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 28. Scenario Version Assignment

Access KeysKeyboard EquivalentAction
 Alt + AFocus on Actions icon in the table
File Based Export ImportTab key traversal only 
Manage Approvals  
Access KeysAlt + RToggle Focus between scenario, Version drop down list
 Alt + SFocus on search drop down list
 Alt +S + Tabfocus on search input box
 Alt + OFocus on "Out of Office Assistant" hyper link
 Alt + XFocus on Exclude radio button on Plan Cycle column
 Alt + TFocus on Start radio button on Plan Cycle column
 Alt + PFocus on Promotional path icon command button
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 29. Copy Version

Access KeysKeyboard EquivalentAction
Access KeysAlt + SSelect Scenario dropdown list
 Alt + CToggle focus between Copy from /Copy To drop down list
 Alt + GSelect Go Button
 Alt + MToggle focus between Available entities/selected Entities
 Alt + PSelects Copy Data button
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 30. Business Rules

Access KeysKeyboard EquivalentAction
Business RulesAlt + PToggle focus between Plan type/Rule type drop down list
 Alt + YFocus on "Display only launchable rules, rulesets, and calc Script" Checkbox

Table 31. Job Console

Access KeysKeyboard EquivalentAction
Job StatusAlt + SToggle focus between Start Time/End Time input boxes
 Alt + S + TabToggle focus between start Time/End Time input date time selector
 Alt + JFocus on Job type drop down list
 Alt + Ufocus on status drop down list
 Alt + N Toggle Focus on Job Name, Username input Box
 Alt + GSelects Go button
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 32. Diagnostics (Grid)

Access KeysKeyboard EquivalentAction
 Alt + VToggle focus between Available forms/Selected form
 Alt + RSelects "Run Diagnostics" button
 Alt + DToggle focus between Tabular/Chart display radio buttons
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 33. Preferences

Access KeysKeyboard EquivalentAction
 Alt + ESelects Application Setting tab
 Alt + ISelects Display options Tab
 Alt + PSelects Printing Options Tab
 Alt + BSelects User Variables Tab
Application Settings TabAlt + MFocus on Email Address input box
 Alt + BFocus on Alias Table drop down list
 Alt + UToggle focus between "Planning Unit as Aliases" and "Planning Unit Not started" drop downs
 Alt + Y"Select Next Owner" drop down list
 Alt + OToggle Focus on "I am currently out of office" checkbox and "Select Next Owner" drop down list
 Alt + Y"Select Next Owner" drop down list
 Alt + XFocus on Action drop down list
 Alt + KFocus on "Enter Annotations" input box
 Alt + TToggles Focus on "Use Application Default" checkbox in all panels and all Preferences Tabs
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 34. Decision Package

Access KeysKeyboard EquivalentAction
Access Keys while the Decision Package accordion in activeAlt + D Focus on Decision Package tab
 Alt + Qfocus on Manage Tab in Decision Package
 Alt + I Focus on Tree View Tab in Decision Package
 Alt + KFocus on Budget Request Tab in Decision Package
 Alt + P Focus on Approval Status table in Decision Package
 Alt + J Focus on Justification Tab in Decision Package
 Alt + UFocus on Notes and Attachment Tab in Decision Package
Hot Keys while the Decision Package accordion is activeCtrl + WCreate Decision Package
 Ctrl + E Edit Decision Package
 Ctrl + del Delete Decision Package
 Ctrl + S Save Decision Package
 Ctrl + R Share Decision Package
 Ctrl + B Create Baseline Decision Package
 Ctrl + G Add/Edit Budget Request
 Ctrl + Shift + N Create Budget Request
 Ctrl + Shift + E Edit Budget Request
 Ctrl + Shift + del Delete Budget Request
 Ctrl + Shift + N Create Note
 Ctrl + Shift + E Edit Note
 Crtl + Shift + N Create Attachment
 Ctrl + Shift + E Edit Attachment
Budget Request TabCtrl + W Create Budget Request
 Ctrl+ E Edit Budget Request
 Ctrl + R Share Budget Request
 Ctrl + Delete Delete Budget Request
 Ctrl + S Save Budget Request
 Ctrl + M Move Budget Request
 Ctrl + D Push Data to ASO
 Ctrl + HRefresh Data
 Ctrl + Q Associate Budget Request to Member
 Alt + J Focus on Justification Tab in Budget Request
 Alt + U Focus on Notes and Attachment Tab in Budget Request
 Alt + X Focus on Data Collection Forms Tab in Budget Request
Decision Package Creation Wizard/Budget Request Creation WizardAlt + R Focus on Properties tab
 Alt + C Focus on Justification Tab
 Alt + SFocus on Summary Tab
Decision Package AdministrationAlt + XFocus on data collection forms Tab
 Alt + PFocus on Reporting Application Mappings Tab
 Alt + UFocus on Roll up Members Tab
 Alt + J Focus on Justification Questionnaire tab
 Alt + IFocus on 'Select Forms' icon When Data Collections forms tab is active in Decision Package
Hot KeysCtrl + WCreate Decision Package Type
 Ctrl +Shift+ S Copy Decision Package Type
 Ctrl +S Save Decision Package Type
 Ctrl + Shift + N Create Rollup
 Ctrl + Shift + Del (Delete Key) Delete Rollup
 Ctrl + Shift + E Edit Rollup
 Ctrl + Shift + N Create Question
 Ctrl + Shift + Del (Delete Key) Delete Question
 Ctrl + Shift + EEdit Question
Member Selector Alt + M Focus on Members Tab
 Alt + R Focus on Variables Tab
Members tabAlt + + Focus on Expand all
 Alt + - Focus on Collapse all
 Alt + N Focus on search input pox
 Alt + P Toggle Focus on search Options /Display properties
 Alt + F Toggle Focus on filtered search icon
 Alt + U Focus on search Up
 Alt + D Focus on Search Down
 Alt + KToggle focus on Keep only functions/Attributes/Generations icon
Variables TabAlt + VToggle focus on User Variables Panel/ Substitution Variables Panel
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 35. Comments - Pop Up

Access KeysKeyboard EquivalentAction
 Alt + C Focus on Comments Panel
 Alt + A Focus in Add button
 Alt + E Focus on Existing Comments Panel
 Alt +X Focus on Delete icon command button
 Alt + YFocus on "Apply to all selected cells" checkbox
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 36. Document Attachment

Access KeysKeyboard EquivalentAction
 Alt + X Focus on Delete
 Alt + E Focus on Edit Icon command button
 Alt + A Focus on Add iCon Command button
 Alt + YFocus on "Apply to all selected cells" checkbox
Hot KeysGeneral hot keys are listed in Table 3, Manage Artifacts - Page-Level Actions. 

Table 37. Accelerator Keys Reserved for Page-Level Components

Accelerator KeyUsed InFunction
Ctrl+Alt+WPop-upToggle focus between open popups.
Ctrl+Shift+WMessaging, Secondary WindowsToggle focus between open popups.
Ctrl+Alt+PSplitterGive focus to splitter bar.

Table 38. Access Keys For Various Browsers

Browser Operating System Key CombinationAction
Google ChromeLinuxAlt + mnemonicClick
Google ChromeMac OS XControl + Option + mnemonicClick
Google ChromeWindowsAlt +mnemonicClick
Mozilla FirefoxLinuxAlt + Shift + mnemonicClick
Mozilla FirefoxMac OS XControl + mnemonicClick
Mozilla FirefoxWindowsAlt + Shift + mnemonicClick
Microsoft Internet Explorer 7WindowsAlt + mnemonicSet focus
Microsoft Internet Explorer 8WindowsAlt + mnemonicClick or set focus
Apple SafariWindowsAlt + mnemonicClick
Apple SafariMac OS XControl + Option + mnemonicClick

Table 39. Shortcut Keys Assigned to Common Components

Shortcut KeyComponentsAction

Enter

Spacebar

All componentsActivate the component, or the component element that has the focus.

Tab

Shift + Tab

All components

Flash components like ThematicMap, Graph, and Gauge

Move focus to next or previous editable component.
Ctrl + AAll componentsSelect all.

Arrow Left

Arrow Right

Menu Bar

Splitter

Input Number Slider

Input Range Slider

Input Number Spinbox

Move focus to different menu on a menu bar.

Move splitter left or right when it is in focus.

Move slider left or right when input number slider or input range slider is in focus.

Increment or decrement the value when input number spinbox is in focus.

Arrow Up

Arrow Down

Menu

Splitter

Input Number Slider

Input Range Slider

Move focus to different menu items in a menu.

Move splitter up or down when it is in focus.

Move slider up or down when input number slider or input range slider is in focus.

Table 40. Shortcut Keys for Rich Text Editor

Shortcut KeyAction
Ctrl+BBoldface
Ctrl+IItalics
Ctrl+UUnderline
Ctrl+5Strikethrough
Ctrl+ECenter alignment
Ctrl+JFull-justified alignment
Ctrl+LLeft-justified alignment
Ctrl+RRight alignment
Ctrl+HCreate hyperlink
Ctrl+MIncrease indentation
Ctrl+Shift+MDecrease indentation
Ctrl+Shift+HRemove hyperlink
Ctrl+Shift+SClear text styles
Ctrl+Alt+-Subscript
Ctrl+Alt++Superscript
Ctrl+ZUndo

Table 41. Shortcut Keys Assigned to Table, Tree, and Tree Table

Shortcut KeyComponentsAction

Tab

Shift+Tab

Table

Tree Table

Move focus to next or previous cell or editable component.

In a table, navigate to the next or previous editable content in cells. If the focus is on the last cell of a row in the table, the Tab key moves focus to the first editable cell in the next row. Similarly, Shift + Tab moves focus to the previous row.

Ctrl+A

Table

Tree Table

Select all components, including column headers, row headers, and data area.
Ctrl+Alt+M

Table

Tree

Tree Table

Launch context menu.

Enter

Shift+Enter

Table

Tree

Tree Table

Navigate to the next editable cell or previous editable cell of the column.

If focus is on the column header, sort table data in ascending order. Pressing Enter again sorts the column in descending order.

If the focus is on the filter cell, perform table filtering.

In a click-to-edit table, if the focus is on a cell, enable edit mode.

Arrow Left

Arrow Right

Table

Tree Table

Move focus.

Arrow Up

Arrow Down

Table

Tree Table

Move focus.

If a row is selected, move focus to the previous row or next row. If no row is selected, scroll the table one row up or down.

If the first row is selected, move focus to the column header.

Ctrl+Shift+Arrow Left

Ctrl+Shift+Arrow Right

Table

Tree Table

Move the selected column to the left or right.

Shift+Arrow Up

Shift+Arrow Down

Table

Tree Table

Tree

Select multiple rows.

Page Up

Page Down

Table

Tree Table

If a row is selected, scroll and select the same row of the next or previous page.

If no row is selected, scroll by one page.

Alt+Page Up

Alt+Page Down

Table

Tree Table

Horizontally scroll the table to the right or left.

Space Bar

Ctrl+Space Bar

Table

Tree

Tree Table

Select the node.

To select or remove multiple nodes, press Ctrl+Space Bar.

Shift+Space Bar

Table

Tree Table

Select multiple rows.
Esc

Table

Tree Table

Remove selection.

If the focus is on the cell, exit click-to-edit mode, revert the cell value to original value, and return focus to the cell. Press Esc key again to move focus to the row header.

Table 42. Shortcut Keys Assigned to Table, Tree, and Tree Table in Screen Reader Mode

Shortcut KeyComponentsAction

Arrow Left

Table

Tree

Tree Table

Select the component. To select a node, press Tab and move focus to the component or its radio control. Press Spacebar when the component is in focus.

You can also use the Spacebar for multiple selection.

Pressing Spacebar on a selected component unselects it.

Enter

Table

Tree

If the focus is on the column header, sort the column in ascending order. Pressing Enter again sorts the column in descending order.

If the focus is on the disclosure icon of a tree, open or close that node.

If the focus is on the filter cell, perform table filtering.

Tab

Shift+Tab

Table

Move the focus to the next or previous cell or editable component.

Arrow Up

Arrow Down

Arrow Left

Arrow Right

Table

Move focus.

Ctrl+Shift+Arrow Left

Ctrl+Shift+Arrow Right

Table

Tree Table

Move the selected column to the left or right.

Ctrl+Alt+M

Table

Tree Table

Tree

Launch body context menu.

Table 43. Shortcut Keys Assigned to Data Visualization Components

Shortcut KeyComponentsAction

Arrow Left

Arrow Right

List region of all Gantt chart types and task list status page

Hierarchy Viewer - nodes in Planning promotional path user interface in Planning planning unit hierarchies

Planning form grid

Move focus

If the focus is on the chart region of scheduling Gantt, the arrow key navigation selects the previous or next taskbar of the current row.

If the focus is on the time bucket of resource utilization Gantt, the arrow key navigation selects the previous or next time bucket in the current row.

If the focus is on the geographic map, the arrow key navigation pans left or right by a small increment. Press Home or End key to pan by a large increment.

If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys to move the focus left or right without selecting the component.

If you are using arrow keys to navigate cells of an editable pivot table, each focused cell is activated for editing before allowing you to navigate to the next cell, making the navigation slower. Press the Esc key to deactivate the edit mode of the focused cell, and navigate faster. To edit a cell, press the F2 or Enter key.

If the focus is on the pivot table data cell, press Ctrl+Arrow Left to jump to the corresponding row header cell. If the locale is bidirectional (such as Arabic), press Ctrl+Arrow Right to jump to the corresponding row header cell.

Arrow Up

Arrow Down

List region of all Gantt chart types and task list status page

Chart region of project Gantt

Hierarchy Viewer - nodes in Planning promotional path user interface in Planning planning unit hierarchies

Planning form grid

Move focus.

If the focus is on the chart region of project Gantt, the arrow key navigation selects previous or next row.

If the focus is on the chart region taskbar of scheduling Gantt, the arrow key navigation selects the first taskbar of the previous row or the next row.

If the focus is on the time bucket of resource utilization Gantt, the arrow key navigation selects the time bucket of the previous row or next row.

If the focus is on the geographic map component, the arrow key navigation pans up or down by a small increment.

If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys to move the focus up or down without selecting the component.

If you are using arrow keys to navigate cells of an editable pivot table, each focused cell is activated for editing before allowing you to navigate to the next cell, making the navigation slower. Press the Esc key to deactivate the edit mode of the focused cell, and navigate faster. To edit a cell, press the F2 or Enter key.

If the focus is on the pivot table data cell, press Ctrl+Arrow Up to jump to the corresponding column header cell.

Page Up

Hierarchy Viewer - nodes in Planning promotional path user interface in Planning planning unit hierarchies

If the focus is on the geographic map component, the page key navigation pans up or down by a large increment.

If the focus is on the diagram of Hierarchy viewer, press and hold to Page Up or Page Down keys to pan up or down continuously. Press Ctrl+Page Up or Ctrl+Page Down to pan left or right continuously.

+

Hierarchy Viewer - nodes in Planning promotional path user interface in Planning planning unit hierarchies

Increase zoom level.

If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5 to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available space.

-

Hierarchy Viewer - nodes in Planning promotional path user interface in Planning planning unit hierarchies

Decrease zoom level.

If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5 to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available space.

Ctrl+Alt+M

All Gantt chart types

Planning form grid

Launch context menu.

Ctrl+Alt+0

Hierarchy Viewer - diagrams

Planning form grid

Center the active node and zoom the diagram to 100%.
Tab

Hierarchy Viewer - nodes

Move focus through elements.
Esc

Hierarchy Viewer - nodes

Return focus to the containing node.

If the focus is on search panel, close the panel.

Close the Detail window, if it appears while hovering over a node.

Spacebar

Hierarchy Viewer - nodes

Planning form grid

Select the active node. Press Ctrl+Spacebar to toggle selection of the active node, and for selecting multiple nodes.
Enter

Hierarchy Viewer - nodes

Oracle Hyperion Planning form grid

Isolate and select active node. Press Shift+Enter to toggle the state of the node.
/

Hierarchy Viewer - nodes

Toggle control panel state.

Table 44. Alternate Components for Data Visualization Components in Screen Reader Mode

Data Visualization ComponentReplacement
Chart region for each Gantt type

Hyperlinks

Use the Tab key to move focus within the chart region. Use Enter or Esc keys to launch or dismiss the corresponding Properties dialog box.

Hierarchy Viewer

Tree Table

Use standard keyboard shortcuts to navigate through the data

Menus

Main Menu

Use these keyboard equivalents to open the menus that are available from the menu bar.

KeysAction

Alt+F

Opens the File menu

Alt+E

Opens the Edit menu

Alt+V

Opens the View menu

Alt+A

Opens the Administration menu

Alt+T

Opens the Tools menu

Alt+H

Opens the Help menu

File Menu

These keyboard equivalents are used in the File menu.

Keys

Action

N, F

Selects New, the selects Data Form

N, R

Selects New, then selects Report

N, T

Selects New, then selects Task List

N, E

Selects New, then selects Variable

N, L

Selects New, then selects Smart List

N, M

Selects New, then selects Menu

O

Selects Open

O, U

Selects Open, then selects URL

O, P

Selects Open, then selects Application

V

Selects Open in Smart View

C

Selects Close

C, C

Selects Close, then selects Current

C, A

Selects Close, then selects All

C, O

Selects Close, then selects Others

F

Selects Preferences

G

Selects Logout

X

Selects Exit

Edit Menu

These keyboard equivalents are used in the Edit menu.

Keys

Action

J

Selects Adjust

G

Selects Grid Spread

L

Selects Mass Allocate

O

Selects Comment

K

Selects Lock/Unlock Cells

U

Selects Supporting Detail

E

Selects Add/Edit Document

T

Selects Annotate Planning Unit

D

Selects Drill Through

View Menu

These keyboard equivalents are used in the View menu in Basic mode.

Keys

Action

T, T

Selects Task List, then selects Task List

T, R

Selects Task List, then selects Report

T, S

Selects Task List, then selects Status

A

Selects Edit Account Annotations

CSelects/toggle Show Dimension Label on Page

I

Selects Instructions

C

Selects Currency

H

Selects Refresh

Ctrl+Alt+0 (zero)

Selects View Masthead

Ctrl+Alt+1

Selects View Pane

Tools Menu

These keyboard equivalents are used in the Tools menu.

Keys

Action

L

Selects Manage Approvals

V

Selects Copy Version

R

Selects Business Rules

S

Selects Job Console

O

Selects Custom Links

E

Selects Export as Spreadsheet

A, C

Selects Ad Hoc, then selects New Ad Hoc Grid

A, A

Selects Ad Hoc, then selects Analyze

A, S

Selects Ad Hoc, then selects Save Ad Hoc Grid

A, O

Selects Ad Hoc, then selects Ad Hoc Options

A, Z, N

Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Next Level

A, Z, V

Selects Ad Hoc, then selects Zoom In, and then selects Zoom in All Levels

A, Z, B

Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Bottom Level

A, M

Selects Ad Hoc, then selects Zoom Out

A, R

Selects Ad Hoc, then selects Remove Only

A, K

Selects Ad Hoc, then selects Keep Only

Administration Menu

These keyboard equivalents are used in the Administration menu.

Keys

Action

M, F

Selects Manage, then selects Data Forms and Ad Hoc Grids

M, M

Selects Manage, then selects Menus

M, T

Selects Manage, then selects Task Lists

M, L

Selects Manage, then selects Smart Lists

M, E

Selects Manage, then selects Variable

M, B

Selects Manage, then selects Business Rule Security

M, C

Selects Manage, then selects Clear Cell Details

M, Y

Selects Manage, then selects Copy Data

M, D

Selects Manage, then selects Dimensions

M, A

Selects Manage, then selects Alias Tables

M, V

Selects Manage, then selects Currency Conversions

M, X

Selects Manage, then selects Exchange Rates

M, S

Selects Manage, then selects Security Filters

A, M

Selects Application, then selects Broadcast Messages

A, P

Selects Application, then selects Properties

A, R

Selects Application, then selects Reports

A, T

Selects Application, then selects Statistics

A, S

Selects Application, then selects Settings

A, E

Selects Application, then selects Create

A, D

Selects Application, then selects Delete

A, G

Selects Application, then selects Register

A, C

Selects Application, then selects Create Database

A, B

Selects Application, then selects Refresh Database

P, P

Selects Approvals, then selects Planning Unit Hierarchy

P, A

Selects Approvals, then selects Scenario and Version Assignment

P, I

Selects Approvals, then selects File Based Import/Export

R

Selects Map Reporting Application

D, C

Selects Data Source, then selects Create

D, E

Selects Data Source, then selects Edit

D, D

Selects Data Source, then selects Delete

L

Selects Data Load Settings

I, W

Selects Initialization, then selects Workforce

I, C

Selects Initialization, then selects Capital Asset

Help Menu

These keyboard equivalents are used in the Help menu.

Keys

Action

T

Selects Help on this Topic

C

Selects Contents

L

Selects Contents Capital Asset Planning

W

Selects Contents Workforce Planning

P

Selects Contents Public Sector Planning and Budgeting

F

Selects Contents Project Financial Planning

S

Selects Technical Support

E

Selects EPM Documentation

A

Selects About Oracle Enterprise Performance Management System Workspace, Fusion Edition

Tool Bar

These keyboard equivalents are used in the tool bar.

Keys

Action

Ctrl +S Save
Ctrl + H Refresh the Grid
Ctrl + P Print
Ctrl + J Adjust Data function on Grid
Ctrl + K Lock/unlock cells on the Grid
Ctrl + Alt + G Grid Spread
Ctrl + M Mass Allocate
Ctrl + C Copy
Ctrl + V Paste
Ctrl + X Cut
Ctrl + Alt + T Comments on Grid
Ctrl + E Document Attachment
Ctrl + U Supporting Details
Ctrl + I Instructions
Ctrl + ALT + V Open in Smart view
Ctrl + Alt + N New Ad Hoc grid
Ctrl + Alt + A Analyze
Ctrl + Alt + S Save Ad Hoc Grid
Ctrl + Alt + O Ad Hoc Options
Ctrl + Alt +EZoom In Next Level
Ctrl + Alt +FZoom in All Levels
Ctrl + Alt + B Zoom in Bottom Level
Ctrl +Alt +YZoom out
Ctrl + Alt + E Pie Chart View in Task List Status
Ctrl + Alt + G Gantt Chart View in Task List Status
Alt + RPrevious Incomplete (In Task List Wizard)
Alt + ENext Incomplete (In Task List Wizard)
Alt + PPrevious task (In Task List Wizard)
Alt + N Next Task (In Task List Wizard)
Alt + HTask List Status Home Page
Ctrl + Alt + CFocus on Completed Checkbox (If enabled) in Task list Wizard