Embedded Section Objects Shortcut Menu

You can customize the shortcut menus added to active embedded section objects in the Dashboard sections of Interactive Reporting Studio, Interactive Reporting Web Client and EPM Workspace. Shortcut menus are enabled by selecting the object and right-clicking or pressing Shift + [F10].

Shortcut menu functionality is added through the Interactive Reporting Studio, or Interactive Reporting Web Client. The designer selects which options are eligible on a shortcut menu from a list of all applicable options. Actions performed on the active embedded section have an immediate effect on the parent section. Actions performed on the parent section of the embedded section object and Object Model scripted command also update the embedded section object. The list of available shortcut menu options is context sensitive: and depends on:

Several of the shortcut menu options listed for the individual sections EPM Workspace are not available as shortcut menu options in Interactive Reporting Studio or Interactive Reporting Web Client and vice versa. They may be are available by other means such as the Standard Toolbar or mouse controls (i.e. double-click column border). All actions which are possible for the active embedded section object in Interactive Reporting Studio or Interactive Reporting Web Client are included as a shortcut menu options for the EPM Workspace.

Adding a Shortcut Menu to an Embedded Section Object

You can specify which shortcut menu are displayed for an embedded section object.

  To add a shortcut menu to an embedded section object:

  1. In the Interactive Reporting Studio or Interactive Reporting Web Client, add an embedded section object to a Dashboard section in design mode.

    Note:

    An embedded section object cannot be added in the EPM Workspace.

    Embeddable sections are:

    • Results and Tables

    • Chart

    • Pivot

    • OLAPQuery

    • CubeQuery

  2. Select the embedded section object and on the shortcut menu, select Properties.

    The Properties dialog box is displayed.

    Note that multiple component selection can be performed in two ways:

    • Shift + Click—Selects a range of components

    • Ctrl + Click—Selects multiple components one at a time (also enables you to deselect components one at a time)

  3. Select the Object tab.

  4. In Make Embedded Section, enable Active.

  5. Select OK.

  6. Select the embedded section object again and on the shortcut menu, select Shortcut Menu.

    The Shortcut Menu dialog box is displayed. The dialog shows an Available and Selected Pane, the shortcut menu name and the name of the application in which the shortcut menu is available (Interactive Reporting Web Client is included under “Desktop”. By default all applicable shortcut menu options have been added to the Selected pane.

  7. To accept the default shortcut menu options, select OK.

    Note:

    The relative order of the shortcut menu items cannot be changed.

    To remove a default shortcut menu option, select the option in the Selected pane and click Remove menu item icon.

Active Embedded Results/Table Section Object Shortcut Menus

Shortcut menus can be launched by selecting the column title or column body for individual and multiple columns. Multiple column selection can be performed in two ways:

  • Shift + Click—Selects a range of columns

  • Ctrl + Click—Selects multiple columns one at a time (also enables you to deselect of columns one at a time)

When a column or columns are selected, the EPM Workspace shortcut menu displays with the following options:

  • Sort Ascending (Desktop and EPM Workspace)

  • Sort Descending (Desktop and EPM Workspace)

  • Background (Desktop)

  • Auto-Size Column (EPM Workspace)

Active Embedded Pivot Section Object Shortcut Menu

Shortcut menus can be launched by selecting the top or side labels, fact column, fact column label, column title or the pivot handles of the top and side labels. Individual or multiple selections of pivot components is available. Multiple component selection can be performed by selecting Ctrl + Click.

The list of available shortcut menu options is context sensitive and depends on what component of the report is selected (label, fact, pivot handle) and the state when the component selection is made (if items have been hidden, if additional columns are available for drill down, etc).

Depending on the selected component selected, the shortcut menu displays the following options:

  • Drill Anywhere (Desktop and EPM Workspace)

  • Drill Up (Desktop and EPM Workspace)

  • Focus on Items (Desktop and EPM Workspace)

  • Hide Items (Desktop and EPM Workspace)

  • Show Hidden Items (Desktop and EPM Workspace)

  • Show All Items (Desktop and EPM Workspace)

  • Auto-Size Column Width (EPM Workspace)

  • Swing

    • Horizontal (EPM Workspace)

    • Vertical (EPM Workspace)

    • Up (EPM Workspace)

    • Down (EPM Workspace)

    • Left (EPM Workspace)

    • Right (EPM Workspace)

    • Before (EPM Workspace)

    • After (EPM Workspace)

  • Sort Ascending (EPM Workspace)

  • Sort Descending (EPM Workspace)

  • Refresh Pivot (EPM Workspace)

Active Embedded Chart Section Object Shortcut Menu

Shortcut menus can be launched by selecting bars, pie slices, lines, slice labels, or X and Z axis labels. Individual or multiple selections of Chart components is available. Multiple component selection can be performed by selecting Ctrl + Click. This command allows the selection of multiple like components, one at a time (it also allows for the deselection of components one at a time) Depending on the selected component(s) selected, the shortcut menu displays the following options:

The list of available shortcut menu options is context sensitive and depends on what component of the report is selected (label, bar, slice) and the state when the component selection is made (if items have been hidden, if additional columns are available for drill down, etc).

  • Drill Anywhere (Desktop and EPM Workspace)

  • Drill Up (Desktop and EPM Workspace)

  • Focus on Items (Desktop and EPM Workspace)

  • Hide Items (Desktop and EPM Workspace)

  • Show Hidden Items (Desktop and EPM Workspace)

  • Show All Items (Desktop and EPM Workspace)

  • (Un)Group (EPM Workspace)

  • Show Negative Values (Desktop)

  • Show Pie Outline (Desktop)

  • Show Bar Border (Desktop)

  • Show Marker Border (Desktop)

  • Show Label (Desktop and EPM Workspace)

  • Sort Ascending (EPM Workspace)

  • Sort Descending (EPM Workspace)

  • Zoom (EPM Workspace)

    • In (EPM Workspace)

    • Out (EPM Workspace)

    • Return to original (EPM Workspace)

  • Refresh Chart (EPM Workspace)

Active Embedded OLAPQuery/CubeQuery Section Object Shortcut Menu

Selection within the object is permitted by either selecting the top or side labels, fact column, fact column label or column title or by selecting the handles of the top and side labels. Individual selections of these components can be performed as well as the selection of multiple components. Multiple component selection can be performed in two ways:

  • Shift + click—Selects a range of columns

  • Ctrl + click—Selects multiple columns one at a time (also enables you to deselect of columns one at a time)

Depending on the selected component selected, the shortcut menu displays the following options:

  • Keep Only (Desktop and EPM Workspace)

  • Remove Only (Desktop and EPM Workspace)

  • Drill (Desktop and Workspace)

    • Down (Desktop and EPM Workspace)

    • Up (Desktop andEPM Workspace)

    • Next (Desktop and EPM Workspace)

    • Bottom (Desktop and EPM Workspace)

    • All Descendants (Desktop and EPM Workspace)

    • Siblings (Desktop and EPM Workspace)

    • Same Level (Desktop and EPM Workspace)

    • Same Generation (Desktop and EPM Workspace)

  • Suppress (Desktop and EPM Workspace)

    • Missing rows (Desktop and EPM Workspace)

    • Missing columns (Desktop and EPM Workspace)

    • Missing columns (Desktop and EPM Workspace)

    • Zero rows (Desktop and EPM Workspace)

    • Zero columns (Desktop and EPM Workspace)

  • Drill-Through (Desktop and EPM Workspace)

  • Column width (Desktop and EPM Workspace)

  • Row height (Desktop and EPM Workspace)