Oracle® Hyperion Profitability and Cost Management

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 Profitability and Cost Management

Setting High-Contrast Mode

Profitability and Cost Management Accessibility Features

Profitability and Cost Management Keyboard Equivalents

Introduction

This guide describes accessibility features for Oracle Hyperion Profitability and Cost Management.

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=trsif you are hearing impaired.

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

Enabling Accessibility for Profitability and Cost Management

You must enable screen reader support in order to use screen readers, magnifiers, and other accessibility tools to work in Profitability and Cost Management. Enabling screen reader support is a preference setting. If you change the Accessibility Mode setting during a session, you must log off and restart the browser for this change to take effect.

For this release, the supported versions of screen readers are displayed on the following table:

Table 1. Supported Screen Readers for Release 11.1.2.2.00

Screen ReaderScreen MagnifierWeb Browser
JAWS 12MAGic 11Internet Explorer 9
JAWS 12MAGic 11Internet Explorer 8

Note:

If you are using JAWS® Screen Reading Software, Oracle recommends using the Internet Explorer browser. Accessibility mode is supported only with Internet Explorer 8 or 9 on Windows. If the accessibility preference is enabled, and a user logs on with an unsupported browser, such as Firefox, the user can still log on with accessibility mode disabled and not visible in the unsupported browser. By default, disabled components on the user interface are not read by the JAWS reader.

  To enable accessibility:

  1. From the Oracle Hyperion Enterprise Performance Management Workspace main menu, select File, then Preferences.

  2. On the Preferences dialog box, under Accessibility Mode, click 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 or press Enter.

Note:

When Accessibility Mode is enabled, progress indicators are not available.

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. From the main menu, select File, then Preferences.

  2. On the Preferences dialog box, under Accessibility Mode, select High Contrast from the Select Theme drop-down list.

    The high-contrast color mode enhances the readability of the screens.

  3. Click OK.

Profitability and Cost Management Accessibility Features

Using the Tab Key

Use the Tab key to navigate through Profitability and Cost Management screens. The default tab order flows from left to right, top to bottom.

Switching Between Tabs in the User Interface

To switch from one tab to another tab, such as the Driver Rules and Exception tabs on the Driver Selections screen, use the arrow keyboards keys.

Using the Tab Key for Import Configuration Wizard

When accessing the Import Configuration Wizard, the Help button is highlighted as the first default field, and the title bar of the wizard is not read by JAWS.

To access the first readable field, press the Tab key, and continue to move through the screen as usual.

To open tabs on the screen, for example, when you have selected Validate, then Model Validation, use the Tab key to navigate to the first tab (Unused Drivers). With the focus on the first tab, use the keyboard arrow keys to move to each tab. When a tab is selected, it expands to show the tab contents. Use the Tab key to navigate the fields on each screen tab.

Using Context Menus

Context menus enable you to select display options and filters for data, such as Grid or Tree View, Alias or Name, Filter and Sort.

  To select a state from the Context menu:

  1. Tab to the Context Menu icon.

  2. Focus on the Context Menu icon, and then press Enter to display the options.

  3. Use the up and down arrow keys to select the item from the menu, and then press Enter.

Making Multiple Selections

You can use the CTRL key and arrow keys to make multiple selections of items that are not adjacent to each other.

  To select multiple random items:

  1. Press down the CTRL key and hold it down until all selections have been made.

  2. Use the up and down arrows keys to navigate to the item to be selected, and then press the Space Bar to select or deselect the item.

  3. Repeat step 2 for each item to be selected or deselected.

  4. Release the CTRL key to finalize the selections.

Profitability and Cost Management Keyboard Equivalents

Profitability and Cost Management provides navigation shortcuts to the main tasks in the application and to available action points (buttons, toolbars, icons, and so on).

To access a list of shortcut navigation keys for the current screen, select Alt+0 at any time. These navigation shortcuts provide access to all enabled actions for the page.

An Information pane lists available navigation shortcuts for the dialog box. If an option is available for action, the shortcut is “enabled.” If an option is unavailable for the current situation, the shortcut is “disabled.”

Oracle Hyperion Profitability and Cost Management offers two different types of applications that have slight differences between the menu options. To simplify the access to the different navigation shortcuts for your application type, refer to the appropriate sections:

Navigation Shortcuts for Standard Profitability Applications

Refer to these sections for navigation shortcuts to the main menu and task areas for Standard Profitability applications:

Table 2. Standard Profitability and Cost Management Main Menu Options

KeysAction
MModel: Open Models menu
Ctrl+Alt+SModel, Model Summary: Opens Model Summary screen:
  • System Information

  • Model Level Preference

Use arrow key to move focus to each tab.

Ctrl+Alt+GModel, Stages: Open the Stages screen
Ctrl+Alt+PModel, POV Manager: Open the POV Manager screen
Ctrl+Alt+IModel, Import Staging Tables: Open the Import Staging Tables screen
AAllocations: Expand Allocations
Use arrow key to navigate to submenus for Driver Definitions and Driver SelectionAllocations, Drivers: Open the submenus for Driver Definitions and Driver Selection
Ctrl+Alt+HAllocations, Drivers, Driver Definitions: Open the driver Definitions screen
Ctrl+Alt+JAllocations, Drivers, Driver Selections: Open the Driver Selections
Ctrl+Alt+KAllocations, Assignment Rule Definitions: Open Assignment Rule Definitions
Ctrl+Alt+AAllocations, Assignments: Open Assignments screen
Ctrl+Alt+EAllocations, Data Entry: Open Data Entry screen
Ctrl+Alt+TAllocations, Trace Allocations: Open Trace Allocations
Ctrl+Shift+EAllocations, Export Traceability: Open Export Traceability
VValidate: Expand Validation
Ctrl+Alt+MValidate, Model Validation: Open the Model Validation screen
Ctrl+Alt+BValidate, Stage Balancing: Open Stage Balancing
Ctrl+Alt+RValidate, Driver Data Report: Open Driver Data report
CCalculate: Expand Calculation
Ctrl+Alt+DCalculate, Manage Database: Open Manage Database screen
Ctrl+Alt+CCalculate, Manage Calculation: Open Manage Calculation
JJob Process: Expand Job Process
Ctrl+Alt+FJob Process, Manage Task Flow: Open Manage Task Flow screen
Ctrl+Alt+UJob Process, Search Process: Open Search Process
Ctrl+Alt+VJob Process, Search Task: Open Search Task
HHelp: Expand Help options menu
T or F1Help, Help on this Topic: Open the online help for the currently displayed page
CHelp, Contents: Open the online guide. You can use the Table of Contents, Index or enter a term in Search.
STechnical Support: Open the Technical Support Link
EEPM Documentation: Open the link to the Enterprise Performance Management System Documentation Library. From here, you select the release, and can access all published documents for the release.
AAbout Oracle Enterprise Performance Management System Workspace, Fusion Edition: Open the About screen, that displays the Workspace version, and the versions for all associated components.

Table 3. Standard Profitability Manage Models Task Area

KeysAction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+SModel Summary: Opens Model Summary screen:
  • System Information

  • Model Level Preference

Use arrow key to move focus to each tab.

Alt+3 Model Summary, Save System Information Tab: Saves information on the System Information tab
Alt+3Model Summary, Save Model Level Preference Tab: Saves information on the Model Level Preference tab
Ctrl+Alt+GStages: Opens the Stages tab
Alt+1Stages, Add new stage: Opens the Stage dialog box to add details for a new stage (such as name, description, prefix, and so on.)
Alt+2Stages, Edit stage: Opens the Stage dialog box to edit details for an existing stage (such as name, description, prefix, and so on.)
Alt+4Stages, Delete stage: Opens the confirmation dialog box to confirm deletion of the stage.
Alt+7Stages, Move stage up
Alt+8Stages, Move stage down
Alt+1Stage Dialog Box, Add new dimension: Opens new stage dialog box to select stage dimensions
Alt+4Stage Dialog Box, Delete dimension: Opens stage dialog box to select stage dimension for deletion
Alt+7Stages Dialog Box, Move dimension up
Alt+8Stages Dialog Box, Move dimension down
Alt+HStage Dialog Box, Help
Alt+LStages Dialog Box, Cancel
Alt+OStages Dialog Box, OK
Ctrl+Alt+PPOV Manager
Alt+1POV Manager, Status Tab, Add new POV
Alt+2POV Manager, Status Tab, Edit POV
Alt+4POV Manager, Status Tab, Delete POV
Alt+5POV Manager, Copy Tab, Run Now
Alt+6POV Manager, Copy Tab, Run Later
Alt+5POV Manager, Delete Tab, Delete
Ctrl+Alt+IImport Staging Tables
Alt+1Import Staging Tables, Add new import configuration
Alt+2Import Staging Tables, Edit import configuration
Alt+4Import Staging Tables, Delete import configuration
Alt+5Import Staging Tables, Run import configuration
Alt+NImport Data Wizard, Step 1 of 3, Next
Alt+BImport Data Wizard, Step 1 of 3, Back

Table 4. Standard Profitability Manage Allocations Task Area

KeysFunction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+HDriver Definitions
Alt+1Driver Definitions, Add driver: Opens the Drivers dialog box to add details for a new driver (such as name, description, basis or formula type, and so on.)
Alt+2Driver Definitions, Edit driver: Opens the Drivers dialog box to edit details for an existing driver (such as name, description, basis or formula type, and so on.)
Alt+4Driver Definitions, Delete driver: Opens the confirmation dialog box to confirm deletion of the driver.
Alt+8Driver Definitions, Create duplicate driver: Select a driver, and then opens the Create Duplicate Driver dialog box. Enter the new driver name.
Ctrl+Alt+JDriver Selections, Driver Rules Tab
Alt+1Driver Selections, Driver Rules Tab, Add driver rule
Alt+4Driver Selections, Driver Rules Tab, Delete driver rule
Ctrl+Alt+ODriver Selections, Exceptions Tab,
Alt+1Driver Selections, Exceptions Tab, Add driver exception
Alt+4Driver Selections, Exceptions Tab, Delete driver exception
Ctrl+Alt+KAssignment Rule Definitions
Alt+1Assignment Rule Definitions, Add new assignment rule definition
Alt+2Assignment Rule Definitions, Edit existing assignment rule definition
Alt+4Assignment Rule Definitions, Delete existing assignment rule definition
Ctrl+Alt+AAssignments
Alt+1Assignments, Add new assignments
Alt+4Assignments, Delete assignments
Alt+7Assignments, Open assignment rules management dialog box
Alt+1Assignment Rules Management dialog box, Add assignment rule
Alt+2Assignment Rules Management dialog box, Edit assignment rule
Alt+4Assignment Rules Management dialog box, Delete assignment rule
Ctrl+Alt+EData Entry, Stage Data
Alt+3Data Entry, Stage Data, Save Data
Alt+7Data Entry, Stage Data, Manage Views dialog box
Alt+1Data Entry, Stage Data, Manage Views dialog box, Add view
Alt+2Data Entry, Stage Data, Manage Views dialog box, Rename view
Alt+4Data Entry, Stage Data, Manage Views dialog box, Delete view
Ctrl+Alt+EData Entry, Driver Data

Use arrow keys to move focus to Driver Data tab.

Ctrl+Alt+TTrace Allocations
Alt+5Trace Allocations, Trace

Table 5. Standard Profitability Validate Task Area

KeysAction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+MModel Validation, Model Data Registration

Use arrow keys to move to other tabs.

Alt+5Model Validation, any tab, Validate
Ctrl+Alt+BStage Balancing Report
Alt+5Stage Balancing Report, Run
Ctrl+Alt+RDriver Data Report
Alt+5Driver Data Report, Generate

Table 6. Standard Profitability Calculate Task Area

KeysAction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+DManage Database, Calculation Database
Alt+5Manage Database, Calculation Database, Deploy Now
Alt+6Manage Database, Calculation Database, Deploy Later
Ctrl+Alt+DManage Database, Reporting Database:

Use arrow key to move focus to Reporting Database tab.

Alt+5Manage Database, Reporting Database, Deploy Now
Alt+6Manage Database, Reporting Database, Deploy Later
Ctrl+Alt+CManage Calculation
Alt+1Manage Calculation, Genealogy Tab, Add Genealogy Selection
Alt+2Manage Calculation, Genealogy Tab, Edit Genealogy Selection
Alt+4Manage Calculation, Genealogy Tab, Delete Genealogy Selection
Alt+5Manage Calculation, Allocation Tab, Run Now
Alt+6Manage Calculation, Allocation Tab, Run Later
Alt+5Manage Calculation, Genealogy Tab, Run Now
Alt+6Manage Calculation, Genealogy Tab, Run Later
Alt+5Manage Calculation, Transfer Data Tab, Transfer Now
Alt+6Manage Calculation, Transfer Data Tab, Transfer Later

Table 7. Standard Profitability Job Process Task Area

Keyboard ShortcutFunction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+FManage Taskflow:
Ctrl+Alt+UTask Status: Enter criteria for a taskflow and view its status.
Ctrl+Alt+VTask Details: Select criteria from My Tasks to view details.

Navigation Shortcuts for Detailed Profitability Applications

Refer to these sections for navigation shortcuts to the main menu and task areas for Detailed Profitability applications:

Table 8. Detailed Profitability and Cost Management Main Menu Options

KeysAction
MModel: Open Models menu
Ctrl+Alt+SModel, Model Summary: Opens Model Summary screen:
  • System Information

  • Model Level Preference

Use arrow key to move focus to each tab.

Ctrl+Alt+TModel, Model Data Registration:
  • Registration

  • Column Mapping

  • Table Joins

  • Summary

Use arrow key to move focus to each tab.

Ctrl+Alt+GModel, Stages: Open the Stages screen
Ctrl+Alt+PModel, POV Manager: Open the POV Manager screen
Ctrl+Alt+IModel, Import Staging Tables: Open the Import Staging Tables screen
AAllocations: Expand Allocations
Use arrow key to navigate to submenus for Driver Definitions and Driver SelectionAllocations, Drivers: Open the submenus for Driver Definitions and Driver Selection
Ctrl+Alt+HAllocations, Drivers, Driver Definitions: Open the driver Definitions screen
Ctrl+Alt+JAllocations, Drivers, Driver Selections: Open the Driver Selections
Ctrl+Alt+KAllocations, Assignment Rule Definitions: Open Assignment Rule Definitions
Ctrl+Alt+AAllocations, Assignments: Open Assignments screen
Ctrl+Alt+OAllocations, Stage Object Calculations: For Detailed Profitability, open Stage Object Calculations
VValidate: Expand Validation
Ctrl+Alt+MValidate, Model Validation: Open the Model Validation screen
Ctrl+Alt+BValidate, Stage Balancing: Open Stage Balancing
CCalculate: Expand Calculation
Ctrl+Alt+DCalculate, Manage Database: Open Manage Database screen
Ctrl+Alt+CCalculate, Manage Calculation: Open Manage Calculation
JJob Process: Expand Job Process
Ctrl+Alt+LJob Process, Job Library; Open Job Library
Ctrl+Alt+FJob Process, Manage Task Flow: Open Manage Task Flow screen
Ctrl+Alt+UJob Process, Search Process: Open Search Process
Ctrl+Alt+VJob Process, Search Task: Open Search Task
HHelp: Expand Help options menu
T or F1Help, Help on this Topic: Open the online help for the currently displayed page
CHelp, Contents: Open the online guide. You can use the Table of Contents, Index or enter a term in Search.
STechnical Support: Open the Technical Support Link
EEPM Documentation: Open the link to the Enterprise Performance Management System Documentation Library. From here, you select the release, and can access all published documents for the release.
AAbout Oracle Enterprise Performance Management System Workspace, Fusion Edition: Open the About screen, that displays the Workspace version, and the versions for all associated components.

Table 9. Detailed Profitability Manage Models Task Area

KeysAction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+SManage Model, Model Summary: Opens Model Summary screen:
  • System Information

  • Model Level Preference

Use arrow key to move focus to each tab.

Alt+3 Manage Model, Model Summary, Save System Information Tab: Saves information on the System Information tab
Alt+3Manage Model, Model Summary, Save Model Level Preference Tab: Saves information on the Model Level Preference tab
Ctrl+Alt+TManage Model, Model Data Registration:
  • Registration

  • Column Mapping

  • Table Joins

  • Summary

Use arrow key to move focus to each tab.

Alt+1Manage Model, Model Data Registration, Registration tab, Add new table
Alt+2Manage Model, Model Data Registration, Registration tab, Edit table
Alt+4Manage Model, Model Data Registration, Registration tab, Delete table
Alt+8Manage Model, Model Data Registration, Registration tab, Duplicate table
Alt+2Manage Model, Model Data Registration, Column Mapping tab, Edit mapping
Alt+4Manage Model, Model Data Registration, Registration tab, Delete mapping
Alt+1Manage Model, Model Data Registration, Table Joins tab, Add new table join
Alt+2Manage Model, Model Data Registration, Table Joins tab, Edit table join
Alt+4Manage Model, Model Data Registration, Table Joins tab, Delete table join
Alt+4Manage Model, Stages, Table Joins tab, Delete table join
Ctrl+Alt+GManage Model, Stages: Opens the Stages screen
  
Alt+1Manage Model, Stages, Add new stage: Opens the Stage dialog box to add details for a new stage (such as name, description, prefix, and so on.)
Alt+2Manage Model, Stages, Edit stage: Opens the Stage dialog box to edit details for an existing stage (such as name, description, prefix, and so on.)
Alt+4Manage Model, Stages, Delete stage: Opens the confirmation dialog box to confirm deletion of the stage.
Alt+7Stages, Move stage up
Alt+8Stages, Move stage down
Alt+1Stage Dialog Box, Add new dimension: Opens new stage dialog box to select stage dimensions
Alt+4Stage Dialog Box, Delete dimension: Opens stage dialog box to select stage dimension for deletion
Alt+7Stages Dialog Box, Move dimension up
Alt+8Stages Dialog Box, Move dimension down
Alt+HStage Dialog Box, Help
Alt+LStages Dialog Box, Cancel
Alt+OStages Dialog Box, OK
Ctrl+Alt+PManage Model, POV Manager
Alt+1POV Manager, Status Tab, Add new POV
Alt+2POV Manager, Status Tab, Edit POV
Alt+4POV Manager, Status Tab, Delete POV
Alt+5POV Manager, Copy Tab, Run Now
Alt+6POV Manager, Copy Tab, Run Later
Alt+5POV Manager, Delete Tab, Delete
Ctrl+Alt+IManage Model, Import Staging Tables
Alt+1Import Staging Tables, Add new import configuration
Alt+2Import Staging Tables, Edit import configuration
Alt+4Import Staging Tables, Delete import configuration
Alt+5Import Staging Tables, Run import configuration
Alt+NImport Data Wizard, Step 1 of 3, Next
Alt+BImport Data Wizard, Step 1 of 3, Back

Table 10. Detailed Profitability Manage Allocations Task Area

KeysFunction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+HDriver Definitions
Alt+1Driver Definitions, Add driver: Opens the Drivers dialog box to add details for a new driver (such as name, description, basis or formula type, and so on.)
Alt+2Driver Definitions, Edit driver: Opens the Drivers dialog box to edit details for an existing driver (such as name, description, basis or formula type, and so on.)
Alt+4Driver Definitions, Delete driver: Opens the confirmation dialog box to confirm deletion of the driver.
Alt+8Driver Definitions, Create duplicate driver: Select a driver, and then opens the Create Duplicate Driver dialog box. Enter the new driver name.
Ctrl+Alt+JDriver Selections: Opens Driver Selections screen:
  • Driver Rules

  • Exceptions

Use arrow key to move focus to each tab.

Alt+1Driver Selections, Driver Rules Tab, Add driver rule
Alt+4Driver Selections, Driver Rules Tab, Delete driver rule
Alt+1Driver Selections, Exceptions Tab, Add driver exception
Alt+4Driver Selections, Exceptions Tab, Delete driver exception
Ctrl+Alt+KAssignment Rule Definitions
Alt+1Assignment Rule Definitions, Add new assignment rule definition
Alt+2Assignment Rule Definitions, Edit existing assignment rule definition
Alt+4Assignment Rule Definitions, Delete existing assignment rule definition
Alt+8Assignment Rule Definitions, Create duplicate assignment rule definition
Ctrl+Alt+AAssignments
Alt+2Assignments, Reorder dimensions
Alt+4Assignments, Unassign assignment rule
Alt+7Assignments, Open bulk editor
Alt+9Display information about assignment rule
  
Alt+1Assignment Rules Management dialog box, Add assignment rule
Alt+2Assignment Rules Management dialog box, Edit assignment rule
Alt+4Assignment Rules Management dialog box, Delete assignment rule
Alt+8Assignment Rules Management dialog box, Create duplicate assignment rule
Ctrl+Alt+OStage Object Calculation
Alt+1Stage Object Calculation, Add Stage Object Calculation dialog box
Alt+2Stage Object Calculation, Edit Stage Object Calculation dialog box
Alt+4Stage Object Calculation, Delete Stage Object Calculation
Alt+7Display information about stage object calculation
Alt+9Display information about assignment rule
  
  

Table 11. Detailed Profitability Validate Task Area

KeysAction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+MModel Validation

Use arrow keys to navigate to each tab

Alt+5Model Validation, any tab, Validate
Ctrl+Alt+BStage Balancing Report
Alt+5Stage Balancing Report, Run

Table 12. Detailed Profitability Calculate Task Area

KeysAction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+DManage Database
Alt+1Manage Database, Deploy
Ctrl+Alt+CCalculate:
  • Manage Calculation

  • Driver Operation Types

  • Other Process Types

Use arrow key to move focus to each tab.

Caution!

CAUTION: Oracle recommends that only experienced Database Administrators use the Driver Operations Types or Other Process Types options. Modifications to the Driver Operation Types or Other Process Types may have a profound impact on your applications, and may corrupt your model or data.

Alt+1Calculate, Manage Calculation, Move Data POV Up
Alt+2Calculate, Manage Calculation, Move Data POV Down
Alt+5Calculate, Manage Calculation, Run Now
Alt+6Calculate, Manage Calculation, Run Later
Driver Operation Types and Other Process TypesCAUTION: Oracle recommends that only experienced Database Administrators use the Driver Operations Types or Other Process Types options. Modifications to the Driver Operation Types or Other Process Types may have a profound impact on your applications, and may corrupt your model or data.
Alt+1Calculate, Driver Operation Types, Add driver operation type
Alt+2Calculate, Driver Operation Types, Edit driver operation type
Alt+4Calculate, Driver Operation Types, Delete driver operation type
Alt+7Calculate, Driver Operation Types, Restore Deleted Defaults
Alt+8Calculate, Driver Operation Types, Restore All Defaults
Alt+4Calculate, Other Process Types, Edit Other Process Type
Alt+8Calculate, Other Process Types, Restore All Defaults

Table 13. Detailed Profitability Job Process Task Area

Keyboard ShortcutFunction
Alt+0 anytime to display optionsInformation Pane
Ctrl+Alt+LJobs Status: Job Library
Alt+4Jobs Status, Job Library, Delete job
Alt+5Jobs Status, Job Library, Stop job
Ctrl+Alt+FJobs Status: Manage Task Flow - Enter criteria to view taskflow summary
Ctrl+Alt+UJobs Status: Search Process: Enter criteria to view status for a selected taskflow
Ctrl+Alt+VJobs Status: Search Task - Select criteria from My Tasks to view details.