Tasks

Use these keyboard equivalents in the main content area, on pages, and in dialog boxes. See General Navigation for navigation keyboard equivalents, such as moving up and down within lists, and keyboard equivalents for common buttons, such as Cancel and Save.

Table 5. Keyboard Equivalents for Edit Menu Tasks

Edit Menu TasksKeyboard Equivalent

Adjust Data

Submenu Items/Buttons

Adjust Data Button

Alt+4

Close Adjust Data dialog

Esc

Grid Spread

Submenu Items/Buttons

Adjust Data

Alt+7

Adjust Button

Alt+8

Spread Button

Alt+1

Supporting Detail

Submenu Items/Buttons

Add Sibling

Alt+1

Delete All

Alt+A

Promote

Alt+P

Demote

Alt+E

Duplicate Row

Alt+R

Yes, Set Value to Missing

Alt+Y

No, Leave Value As Is

Alt+N

Table 6. Keyboard Equivalents for View Menu Task List Tasks

Viewing Task Lists TasksKeyboard Equivalent

Task List, Task List

T, T

Task List page

Submenu Items/Buttons

Available Task Lists

Alt+1

Task List (in Task List page)

Alt+2

Status

Alt+3

Task List (in Task List page)

Submenu Items/Buttons

Completed, Incomplete

Alt+T

Task List, Report

Submenu Items/Buttons

Add

Alt+2

Add All

Alt+4

Remove

Alt+3

Remove All

Alt+5

Available List Box Selection

Alt+6

Selected List Box Selection

Alt+7

Next

Alt+W

Previous

Alt+M

Create Report

Alt+W

Task List, StatusSubmenu Items/Buttons
Next IncompleteAlt+6

View Task List

Alt+7

View Task ListSubmenu Items/Buttons
Display All Completed DatesAlt+W
Status LinkAlt+M
Next IncompleteSubmenu Items/Buttons
CompleteAlt+1
Previous IncompleteAlt+2
PreviousAlt+3
NextAlt+4
Next IncompleteAlt+5

Table 7. Keyboard Equivalents for Data Form and Ad Hoc Grid Management Tasks

Managing Data Form TasksKeyboard Equivalent

Manage Data Forms and Ad Hoc Grids

Submenu Items/Buttons

Create (data form folder)

Alt+1

Rename (data form folder)

Alt+5

Assign Access (data form folder)

Alt+2

Move (data form folder)

Alt+3

Delete (data form folder)

Alt+4

Create (data form)

Alt+C

Edit

Alt+I

Move

Alt+M

Delete

Alt+9

Assign Access (data form)

Alt+G

Rename (data form)

Alt+B

Search

Alt+]

Search Up

Alt+M

Search Down

Alt+W

Check All

Alt+;

Assign Access

Submenu Items/Buttons

Add Access

Alt+A

Edit Access

Alt+E

Remove Access

Alt+R

Add Access

Submenu Items/Buttons

Add

Alt+A

Migrate Identities

Alt+M

Create/Edit Simple Data Form

Submenu Items/Buttons

Properties

Alt+1

Layout

Alt+2

Other Options

Alt+3

Business Rules

Alt+4

Moving Dimensions

Submenu Items/Buttons

Move dimension to row axis

Ctrl+Shift+R

Move dimension to column axis

Ctrl+Shift+C

Move dimension to Page axis

Ctrl+Shift+P

Move dimension to POV axis

Ctrl+Shift+V

Add Validation Rule

Submenu Items/Buttons

Add Rule

Alt+S

Duplicate

Alt+8

View Rule

Alt+5

Validate

Alt+S

Process Cell

Submenu Items/Buttons

Add

Alt+1

Delete

Alt+2

Copy

Alt+3

Paste

Alt+4

OK

Alt+S

Other Options (create/edit simple data forms)Submenu Items/Buttons
AddAlt+I
RemoveAlt+J
Add AllAlt+K
Remove AllAlt+L
Business Rules (create/edit simple data forms)Submenu Items/Buttons
AddAlt+I
RemoveAlt+J
Add AllAlt+K
Remove AllAlt+L
PropertiesAlt+T

Table 8. Keyboard Equivalents for Managing Composite Data Form Tasks

Managing Composite Data Form TasksKeyboard Equivalent

Create (composite data form)

Submenu Items/Buttons

Properties

Alt+1

Layout

Alt+2

Business Rules

Alt+3

Layout (composite data form), selecting data forms

Submenu Items/Buttons

Move to Section Properties (add/remove data forms)

Alt+M

Add

Alt+I

Remove

Alt+J

Add All

Alt+K

Remove All

Alt+L

Layout (composite data form), navigation

Submenu Items/Buttons

Move between sections in composite data forms

Up, down, left and right arrow keys

Move from properties pane to the active section

Ctrl+Alt+S

Table 9. Keyboard Equivalents for Managing Task List Tasks

Managing Task List TasksKeyboard Equivalent

Create (task list folder)

Alt+1

Rename (task list folder)

Alt+5

Move (task list folder)

Alt+3

Delete (task list folder)

Alt+4

Assign Access

Alt+G

Check Box

Alt+;

Edit Task List

Submenu Items/Buttons

Task List

Alt+1

Instructions

Alt+2

Edit Task

Submenu Items/Buttons

Task

Alt+1

Property

Alt+2

Assign Access

Submenu Items/Buttons

Add Access

Alt+2

Edit Access

Alt+E

Remove Access

Alt+R

Add/Edit Access

Submenu Items/Buttons

Users

Alt+1

Groups

Alt+2

Migrate Identities

Alt+M

Remove Nonprovisioned Users, Groups

Alt+N

Table 10. Keyboard Equivalents for Smart List, Broadcast Messages and Application Properties Tasks

Smart List, Broadcast Messages, Application Properties TasksKeyboard Equivalent

Add Smart Lists

Submenu Items/Buttons

Properties

Alt+1

Entries

Alt+2

Preview

Alt+3

Broadcast Messages

Submenu Items/Buttons

Send

Alt+S

Application Properties

Submenu Items/Buttons

Application Properties

Alt+5

System Properties

Alt+6

Add (Application or System Properties)

Alt+2

Table 11. Keyboard Equivalents for Working With Dimensions

Dimension-Related TasksKeyboard Equivalent
Dimensions Page Submenu Items/Buttons
DimensionsAlt+2
Performance SettingsAlt+3
Evaluation OrderAlt+4
Add/Edit Dimension Member TabsSubmenu Items/Buttons
Member PropertiesAlt+1
UDAAlt+2
Member FormulaAlt+3
Member Formula Submenu Items/Buttons
Validate Member FormulaAlt+V

Member Formula Validation Status

Submenu Items/Buttons
Show DetailsAlt+S
Dimensions TabSubmenu Items/Buttons
Select for DimensionAlt+Q
Add DimensionAlt+M
Edit DimensionAlt+G
SortAlt+K
Sort AscendingAlt+U
Sort DescendingAlt+N
SearchAlt+S
Search Up LinkAlt+W
Search Down LinkAlt+R
Show AncestorsAlt+B
Show UsageAlt+Y
Custom AttributesAlt+0 (zero)
OptionsAlt+P
Add Summary Time PeriodAlt+6
DTSAlt+J

Performance Settings Tab

Submenu Items/Buttons

Select Plan Type

Alt+S

Account, Scenario, Version Dimension

Submenu Items/Buttons

Copy Scenario

Alt+B

Show Usage

Submenu Items/Buttons

Prev

Alt+P

Currency Dimension

Submenu Items/Buttons

Add

Alt+C

Reporting Currency

Alt+R

Employee Entity Dimension

Submenu Items/Buttons

Expand

Right-arrow key

Collapse

Left-arrow key

Custom Attributes

Alt+0 (zero)

Show Ancestors

Alt+B

Manage Attributes (employee dimension)

Submenu Items/Buttons

Create

Alt+C

Modify

Alt+M

Delete

Alt+T

Create

Alt+R

Modify

Alt+O

Delete

Alt+E

Alias

Alt+L

Period Dimension

Submenu Items/Buttons

Add Summary Period

Alt+6

DTS

Alt+J

Options

Alt+P

View Period

Alt+5

Year Dimension

Submenu Items/Buttons

Add Years

Alt+C

Edit Year

Alt+I

Options

Alt+P

View Year

Alt+5

Add Year

Submenu Items/Buttons

Add Year

Alt+6

UDA

Alt+2

UDA Tab

Submenu Items/Buttons

Add (link)

Alt+I

Remove (link)

Alt+J

Remove All (links)

Alt+M

Table 12. Keyboard Equivalents for Copying Data and Selecting Dimensions Tasks

Copying Data, Selecting Dimensions TasksKeyboard Equivalent
Copy DataSubmenu Items/Buttons
Add DimensionsAlt+3
Copy DataAlt+C
Dimension Member SelectionSubmenu Items/Buttons
Expand Right-arrow key
Collapse Left-arrow key
SearchAlt+3
Search UpAlt+4
Search DownAlt+5
Display PropertiesAlt+6

Add All

Alt+X

Remove AllAlt+Y
Keep Only By FunctionAlt+7
Keep Only By AttributeAlt+8
Keep Only By Level or GenerationAlt+9
Add GraphicsAlt+I
Remove GraphicsAlt+J
Remove All GraphicsAlt+Y

Table 13. Keyboard Equivalents for Business Rules Security, Clear Cell Details, Alias Table Tasks

Business Rules Security, Clear Cell Details, Alias Table Tasks

Keyboard Equivalent

Business Rules Security (folders)Submenu Items/Buttons
CreateAlt+1
RenameAlt+R
Assign AccessAlt+2
DeleteAlt+4
Clear Cell DetailsSubmenu Items/Buttons
Add All DimensionsAlt+3
Add DimensionsAlt+4
Alias TableSubmenu Items/Buttons
Clear ValuesAlt+U

Table 14. Keyboard Equivalents for Reporting and Miscellaneous Administrative Tasks

Reporting, Miscellaneous Administrative TasksKeyboard Equivalent
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

Table 15. Keyboard Equivalents for Application-Related Tasks

Application-Related TasksKeyboard Equivalent
Application SettingsSubmenu Items/Buttons
Register Shared ServicesAlt+M
Unregister Shared ServicesAlt+W
SelectAlt+4
System SettingsAlt+2
Custom ToolsAlt+3
Register Shared ServicesSubmenu Items/Buttons
New Application GroupAlt+N
Existing Application GroupAlt+E
Unassigned Application GroupAlt+U
Create ApplicationSubmenu Items/Buttons
Select TabAlt+2
Calendar TabAlt+3
Currencies TabAlt+4
Plan Type TabAlt+5
FinishAlt+6
Log OffAlt+8
PreviousAlt+P
Delete ApplicationSubmenu Items/Buttons
Delete ApplicationAlt+9
Register ApplicationSubmenu Items/Buttons
Register ApplicationAlt+R

Map Reporting Application

Submenu Items/Buttons

New

Alt+C

Push Data

Alt+P

Select ApplicationAlt+1
Map DimensionAlt+2
Point of ViewAlt+3

Table 16. Keyboard Equivalents for Approvals, Planning Unit Hierarchy Tasks

Planning Unit Hierarchy TasksKeyboard Equivalent

Scenario and Version Assignment

Alt+G

Synchronize (planning unit hierarchy)

Alt+8

Create/Edit Planning Unit Hierarchy

Submenu Items/Buttons

Approvals Dimension

Alt+1

Primary and Subhierarchy Selection

Alt+2

Assign Owners

Alt+3

Primary and Subhierarchy Selection

Submenu Items/Buttons

Reset to Default Hierarchy

Alt+R

Assign Owners, Select and Assign Owners

Submenu Items/Buttons

Remove All

Alt+M

Table 17. Keyboard Equivalents for Manage Data Source Tasks

Manage Data Source TasksKeyboard Equivalent

Manage Data Source, Create Data Source

Submenu Items/Buttons

Validate Database Connection

Alt+4

Validate Essbase Connection

Alt+5

Edit Data Source

Alt+I

Delete Data Source

Alt+9

OK

Alt+S

Table 18. Keyboard Equivalents for Upgrade Wizard Tasks

Upgrade Wizard TasksKeyboard Equivalent
Upgrade WizardSubmenu Items/Buttons
Update Data Sources TabAlt+1
Apply to Selected (Update Relational Information)Alt+A
Apply to Selected (Update Essbase Information)Alt+E
ValidateAlt+V
Upgrade Applications TabAlt+2
UpgradeAlt+U
Update Reporting Essbase Servers TabAlt+3
Apply to SelectedAlt+E

Table 19. Keyboard Equivalents for Data Load and Currency Conversion Tasks

Data Load, Conversion TasksKeyboard Equivalent
Data Load AdministrationSubmenu Items/Buttons
Add New RowAlt+W
Duplicate RowAlt+P
Remove RowAlt+R
Create DatabaseSubmenu Items/Buttons
Create (in Warning)Alt+R
Manage Currency ConversionSubmenu Items/Buttons
Create File TabAlt+2
Details TabAlt+3
Currency SearchAlt+6
Scenario SearchAlt+7
Version SearchAlt+8
Create NewAlt+W
Manage Exchange RatesSubmenu Items/Buttons
Rate TableAlt+1
Exchange RateAlt+2
Check AllAlt+;
Exchange Rate Table right-click menuSubmenu Items/Buttons
Fill YearAlt+Y
Fill TableAlt+T
CopyAlt+C
Sort, ascendingAlt+A
Sort, descendingAlt+E

Table 20. Keyboard Equivalents for Data Form Tasks

Data Form TasksKeyboard Equivalent

Select current data form

Ctrl+Shift+Space

Select column

Ctrl+Space

Select row

Shift+Space

Minimize column

Alt+9

Restore column

Alt+0 (zero)

Restore all columns

Alt+8

Reset all columns to default width

Alt+7

Lock/Unlock cell

Alt+!

Add, Edit document

Alt+6

Open document

Alt+5

Move focus to Adjust Data, Grid Spread or Mass Allocate dialog

Alt+2

Select Date Selector

Alt+K

Shift between data forms in composite data forms

Alt+]

Edit/View account annotation

Alt+[

Show Context Menu on Row for a Data Form

Shift+Space, Shift+F10

Show Context Menu for the First Header in a Row

Shift+Space, Shift+F10

Show Context Menu for the Second Header in a Row

Shift+Space, Alt+Y

Show Context Menu for a Data Form Cell

Note:

If a data form cell contains a Smart List, navigate to the Edit menu to access cell level context menus.

Shift+F10

Arrow Keys to Navigate Between Menu Items

Submenu Items/Buttons

Close the Context Menu

Esc

Move from Data Form to the Page Drop-Down Box

Ctrl+1

Move to Current Data Form

Ctrl+2

Expand/Collapse a Row

Space

Data Validation Flyout Image

Ctrl+Shift+D

Table 21. Copy Version and Manage Business Rules Tasks

Copy Version, Manage Business Rules TasksKeyboard Equivalent

Copy Version

Submenu Items/Buttons

Add

Alt+3

Add All

Alt+5

Remove

Alt+4

Remove All

Alt+6

Business Rules

Submenu Items/Buttons

Page

Alt+5

Go

Alt+9