Changing the Worksheet Layout

You can change display options for a planning worksheet in Excel using:

Oracle Toolbar and Menu Commands

The Oracle toolbar and menu are displayed when you open a planning workbook that contains planning worksheets.

The toolbar and menu are not displayed if you open a report workbook that contains only report worksheets, or in data collection workbooks sent to data providers in a data collection scenario.

To access the Oracle toolbar and menu, on a planning workbook, click the Add-Ins tab.

Table 3. Oracle Toolbar and Menu Commands

Toolbar Button	Menu Command	Description
	Show Impact Window	Opens the Impact window for the current analysis type and scenario. See Reviewing the Impact of Plan Changes.
	Calculate Data Changes	Recalculates key metrics, key assumptions, and measure values in a planning workbook. Exceptions introduced as a result of a data change are highlighted in red. After recalculating, you can review scenario impact. This option is displayed for the analysis owner and participants when a scenario is In Progress or Submitted.
	Update	Refreshes scenario data with the latest base data in Integrated Operational Planning This option is displayed for approvers when a scenario is in the Submitted state.
	Summary	Displays the Scenario Summary dialog box, where you can review information about the scenario you are currently analyzing in Excel.
	Scripts	Displays the scripts defined in Integrated Operational Planning. Click a script name to execute a script.
	Reports	Displays the reports defined in Integrated Operational Planning. Click a report name to run the report.
	Focus on Selection	Focuses on the selected dimension members and measures so that only corresponding data is displayed in the worksheet
	N/A	Searches for a dimension member or measure, even if it is not currently displayed in the worksheet (for example, when a hierarchy is collapsed). See Searching Dimensions and Measures.
	Save Layout	Saves the current planning worksheet layout
	Select Layout	Selects from user-defined planning worksheet layouts You can see both your layout and the administrator layout. If the selected layout is invalid, the administrator layout is displayed. If the administrator layout is also invalid, summary members for all dimensions are displayed. Layouts can become invalid if a member in the layout is no longer active in the system. For example, if it is a new year, a member in the old year that is referenced in the layout could become inactive. The initial worksheet layout is identified by a _template suffix. For example, Sales Forecast_template.
N/A	Delete Layout	Deletes a planning worksheet layout
	N/A	Returns to the previous worksheet layout Integrated Operational Planning stores up to six previous layouts.
	Reset to Default Layout	Resets the planning worksheet layout to the original view, before changes were made
	N/A	Defines how search results are displayed: How should search results be displayed? Options: Show next level down, Show next level up, Show both, Show bottom, and Show results only What should be displayed? Options: Show Excel formulas, and Hide empty rows Where to show subtotal? Options: Show on the top and Show at the bottom How control level zoom navigation be performed? Options: Show level members within member's hierarchy (Default) and Show all level members See Showing Hierarchy Levels. How should reconciliation notification be performed? Select: Prompt after every data change
N/A	Apply Styles and Formatting	Defines new styles and text formatting for cells in a planning worksheet You can change the style and text formatting that applies to dimensions, measure values, exceptions, in-line reports, or planning worksheet headers.
N/A	Manage Measure Sets	Defines a set of measures to view in the worksheet The name of the measure set is added to the context menu. To change which measures are displayed, select Show Summary or Show Detail.
N/A	Control Level Zoom	Displays or hides a dimension’s Show Summary and Show Hierarchy Level menu items
N/A	Manage In-line Reports	Adds, edits, or deletes in-line reports You select the source of data for the report, define whether users can manually update the report, and select which measure values in the planning worksheet enables you to display the report.
N/A	View Display Options	Selects search options to use when searching for dimension members or measures. Shows measure formulas and hides empty rows
N/A	Oracle IOP Help	Opens the Integrated Operational Planning online help

Context Menus

Context menus are displayed in planning workbooks that contain planning worksheets used in a what-if analysis. The context menus are not displayed in data collection workbooks sent to data providers in a data collection scenario.

To view a context menu, right-click a worksheet cell containing a hierarchy level name, measure name, or measure value.

The context menu that opens depends on the type of cell selected.

Table 4. Context Menu Commands

Menu Command	Description
Zoom In	Expands the current branch of a dimension hierarchy by one level
Zoom Out	Collapses the current branch of a dimension hierarchy by one level
Include Parent	Expands the current branch of a dimension hierarchy one level up. (Only available for static, sparse dimensions that exclude time and measure dimensions.)
Include Subtotal	Calculates and displays a subtotal for the members selected. The members do no have to be hierarchically related. (Available only for static, sparse dimensions that exclude time and measure dimensions.) To include a subtotal, ensure that Show Excel Formula option under the View Display Options menu is enabled;otherwise, the cells will not show values.
Show Summary	Collapses the dimension hierarchy to show the top level. Collapses the list of measures to show a subset of the measures in the worksheet. You can customize this set of measures.
Show Hierarchy Level	Expands or collapses the dimension hierarchy to show the specified hierarchy level
Show Detail	Expands the list of measures to show a larger set of the measures in the worksheet. You can customize this set of measures.
Show Debug Measures	Expands all measures in the cube, including hidden ones ( available onlyto administrators)
Show Measure Set Name	Expands or collapses the list of measures to show the specified set of measures. You can define measure sets and add or remove measures from a set. Tip: Create measure sets that are logical collections such as Inventory Details, Demand Breakdown, Various Forecasts, Calculation Breakdown, or Actual Data.
Select Measures	Opens a dialog box where you can modify the measures currently displayed (only available for the measure dimension)
Show Description	Displays a description for the dimension member or measure name, if available
Show Formula	Displays the measure formula
Insert/Edit Comment	Enters a cell comment for a measure value. Commented cells are indicated by a red triangle in the upper right corner of the cell.
Add to Key Metrics	Adds a measure value to the list of key metrics for the scenario. Added values apply only to the current planning workbook while the scenario is In Progress. You can also add a measure value permanently to the list of key metrics for a given analysis type. Values for key metrics are calculated and displayed when you view scenario impact details.
In-line Report Name	Displays an in-line report below a measure value giving transaction-level details for that value. In-line reports may not be available for all measure values. Some in-line reports can be updated manually.
Clear Report	Clears the displayed in-line report for a measure value