Navigation Panel Shortcut Menus

You can access several shortcut menus in the navigation panel.

  To access a shortcut menu, select a node in the navigation panel, and right-click.

The menu items that are available differ depending on the selection.

Table 6 lists the menu items (in alphabetical order) that you can access in the navigation panel:

Table 6. Navigation Panel Shortcut Menu Items

Menu ItemDescription

Apply All Queries

Applies queries defined in all worksheets.

Apply Query

Applies the query for the active worksheet.

Close Query

Exits the query.

Connect

Displays the Essbase System Login dialog box to connect to an Essbase database.

Delete All Sorting Rules

Removes all rules that you defined for sorting data.

Delete Sorting Rule

Removes the selected rule that you defined for sorting data.

Demote Member Filter

Applies an AND condition to selected member filter.

Disconnect

Disconnects you from the currently connected database.

Move Data Restriction Down

Moves the data restriction to a lower priority. Query Designer analyzes filters from top to bottom.

Move Data Restriction Up

Moves the data restriction to a higher priority. Query Designer analyzes filters from top to bottom.

Move Member Filter Down

Moves the member filter to a lower priority. Query Designer analyzes filters from top to bottom.

Move Member Filter Up

Moves the member filter to a higher priority. Query Designer analyzes filters from top to bottom.

Move Selection Rule Down

Moves the member selection down one position to change the order in which the members appear in the spreadsheet report.

Move Selection Rule Up

Moves the member selection up one position to change the order in which the members appear in the spreadsheet report.

Move Sorting Rule Down

Moves the sorting rule down one position to change the order in which sorts are analyzed.

Move Sorting Rule Up

Moves the sorting rule up one position to change the order in which sorts are analyzed.

Move to: Available Dimensions

Moves the dimension to the list of available dimensions, which are not used to define the spreadsheet report.

Move to: Column

Defines the dimension as a column dimension. These dimensions appear in the column of the spreadsheet.

Move to: Page

Defines the dimension as a page dimension. The dimensions appear across the top of the spreadsheet.

Move to: Row

Defines the dimension as a row dimension. These dimensions appear in the row of the spreadsheet.

New: Data Restriction

Displays the data restriction panel so that you can specify additional data filtering.

New: Member Filter

Displays the member filter panel to define filters for the member.

New: Query

Creates the starting point for queries. Query Designer creates a default layout for the spreadsheet report that you can modify.

New: Sorting Rule

Displays the data sort panel so that you can create a sort rule.

New Workbook

Creates a workbook in the spreadsheet. The functionality is identical to creating a workbook from the spreadsheet menu.

New Worksheet

Creates a worksheet in the spreadsheet. The functionality is identical to creating a worksheet from the spreadsheet menu.

Open Query

Displays the Open Query dialog box to open a saved query.

Promote Member Filter

Applies an OR condition to the selected member filter.

Retrieve

Retrieves data for the active query into the spreadsheet. This command serves the same function as selecting the Retrieve command from Spreadsheet Add-in.

Retrieve All Worksheets

Retrieves data for each query defined in a worksheet.

Save Query

Displays the Save As Query dialog box to save the query.

Save Query As

Displays the Save As Query dialog box to save the query as another name.

Select Active Sheet

Selects the active worksheet in the spreadsheet.