Accessibility Guide for Planning

Oracle® Cloud Accessibility Guide for Planning

E94356-21 Oracle Cloud Accessibility Guide for Planning,

E94356-21

Primary Author: EPM Information Development Team

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Documentation Accessibility

Documentation Feedback

1 Introduction Overview 1-1 Requirements for Screen Reading Technology 1-1 Using Keyboard Equivalents 1-1 Redwood Theme 1-2

2 Planning Enabling Accessibility Features 2-1 Recommended Contrast Settings 2-1 Accessibility Features 2-1 Using Screen Reader Mode 2-2 Working with the Dashboard in Accessibility Mode 2-3 Adding Artifacts to a Dashboard in Accessibility Mode 2-3 Adding a Chart in Accessibility Mode 2-3 Adding a Form or Ad Hoc Grid in Accessibility Mode 2-3 Adding a URL in Accessibility Mode 2-4 Adding Commentary in Accessibility Mode 2-4 Changing the Dashboard Layout in Accessibility Mode 2-4 Keyboard Equivalents 2-4 Access Keys for Left Pane Accordion Controls 2-4 Accelerator Keys 2-5 Menus 2-29 Main Menu 2-30 File Menu 2-30 Edit Menu 2-30 View Menu 2-31

iii Tools Menu 2-31 Administration Menu 2-32 Help Menu 2-33 Tool Bar 2-34 Member Selector Keyboard Equivalents for Auto Predict 2-34 Predictive Planning Keyboard Equivalents 2-35 Strategic Modeling Keyboard Equivalents 2-37 Simulation for Strategic Modeling 2-38 Sales Planning Keyboard Equivalents 2-41

3 Data Management Accessibility Features 3-1 Recommended Screen Reader Settings 3-1 Using Screen Reader Mode 3-1 Using the Tab Key 3-2 Accessibility Details 3-2 Activating Keyboard Shortcuts in Browsers 3-2 Setup and Configure-System Settings 3-2 Setup and Configure-Application Settings 3-2 Setup and Configure-User Settings 3-2 Setup and Configure-Oracle NetSuite Source Connection Authentication Types 3-3 Setup: Register Source System 3-3 Setup: Register Target Application 3-3 Setup: Integration-Import Format 3-4 Setup: Integration-Location 3-5 Setup: Integration-Period Mapping 3-5 Setup: Integration-Category Mapping 3-5 Setup: Data Load-Logic Group 3-6 Setup: Data Load-Check Rule Group 3-7 Setup: Data Load-Check Entity Group 3-9 Setup: Reports-Report Definition 3-10 Setup: Batch-Batch Definition 3-11 Workflow: Data Load-Data Load Rule 3-13 Workflow: Data Load-Data Load Mapping 3-13 Workflow: Other-Report Execution 3-13 Workflow: Monitor-Process Details 3-14

4 Calculation Manager Enabling Accessibility for Calculation Manager 4-1

iv Enabling High Contrast 4-1 Navigating in the Script Editor 4-2 Configuring for JAWS 4-2 Working in Accessibility Mode 4-2 Working Within the Business Rule Map 4-3 Using the Tab Key in the User Interface 4-3 Calculation Manager Keyboard Equivalents 4-4 Context Menu Keys 4-4 Custom View Keys 4-4 Rule Designer Keys 4-4 Ruleset Designer Keys 4-6 Script Debugger Keys 4-7 Script Designer Keys 4-7

5 Financial Reporting Accessibility for Financial Reporting 5-1

6 Predictive Planning in Smart View Enabling Accessibility for Predictive Planning in Smart View 6-1 Predictive Planning in Smart View Accessibility Features 6-1 Using the Tab and Arrow Keys in the Predictive Planning User Interface 6-2 Tab Order in Dialogs 6-2 Keyboard Equivalents for the Predict Ribbon 6-2 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes 6-3 Keyboard Equivalents for Labeled Dialog Controls, General Users 6-3 Keyboard Equivalents for Dialog Controls Without Labels or Alt Activations, General Users 6-9 Keyboard Equivalents for Set Up Form Dialog 6-9

7 Smart View About Smart View Accessibility 7-1 Enabling Accessibility for Smart View 7-1 Smart View for Office 2010 Ribbon Keyboard Equivalents 7-2 Smart View Ribbon Keyboard Equivalents for Excel 2010 7-3 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2010 7-4 Planning Ribbon Keyboard Equivalents for Excel 2010 7-5 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010 7-6 Smart View for Office 2013 Ribbon Keyboard Equivalents 7-8 Smart View Ribbon Keyboard Equivalents for Excel 2013 7-8

v Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2013 7-10 Planning Ribbon Keyboard Equivalents for Excel 2013 7-11 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2013 7-12 Smart View for Office 2016 Ribbon Keyboard Equivalents 7-13 Smart View Ribbon Keyboard Equivalents for Excel 2016 7-14 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2016 7-15 Planning Ribbon Keyboard Equivalents for Excel 2016 7-16 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2016 7-17 Smart View for Office 2019 Ribbon Keyboard Equivalents 7-19 Smart View Ribbon Keyboard Equivalents for Excel 2019 7-19 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2019 7-21 Planning Ribbon Keyboard Equivalents for Excel 2019 7-22 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2019 7-23 Smart View Panel Navigation 7-24

8 Financial Reporting Explore Repository Using Global Navigation Shortcuts 8-1 Accessibility Behaviors for General UI Elements 8-2 Accessibility for Explore Tree and Explore List 8-3 Accessibility For the Content Tab Bar 8-4 Accessibility for the Properties Dialog Box 8-5 Accessibility for the Show Columns Dialog Box 8-5 Accessibility for the Favorites Manager Dialog Box 8-5 Accessibility For the File Dialog Box 8-5 Accessibility For Creating Books and Batches 8-6

vi Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support 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=trs if you are hearing impaired.

vii Documentation Feedback

Documentation Feedback

To provide feedback on this documentation, click the feedback button at the bottom of the page in any Oracle Help Center topic. You can also send email to [email protected].

viii 1 Introduction

Related Topics • Overview • Requirements for Screen Reading Technology • Using Keyboard Equivalents • Redwood Theme Overview

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=trs if you are hearing impaired. For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website. All videos for this cloud service have HTML equivalent topics. Requirements for Screen Reading Technology

To use the accessibility features provided, you must satisfy these general requirements in addition to any component - specific requirements in individual chapters:

1. Ensure that you have the Service Administrator role assigned to your user account. 2. Enable screen reading software on Microsoft Chromium Edge. If you change the Enable Screen Reader Support preference setting during a session, restart your browser. You may also have to log off, and then log back in. Using Keyboard Equivalents

When you use keyboard equivalents, note that: • The underlined letter that typically appears in a menu title, menu item, or button text is called a mnemonic. Because Oracle considers mnemonics to be self-documenting, additional documentation for mnemonics is not necessarily provided. You can use mnemonics where they are implemented. • Some mnemonics are repeated. For example, on the File menu, the underlined mnemonic D is used for both the Delete and the Deactivate menu items. When mnemonics are repeated, the first time you press D, the item to be deleted is highlighted. Press Enter to Delete or press D again to highlight the Deactivate button, and then press Enter to Deactivate. • Keystrokes listed are standard for PCs. iOS standard keys may be different. • If you use a release later than Firefox 1.5, use Alt+Shift for Alt as the modifier.

1-1 Chapter 1 Redwood Theme

Redwood Theme

When you have applied the Redwood theme, certain keystrokes work differently • Some of the form Actions menu options, those which are cell-level actions, have been moved to the cell context menu (speed menu). • The cell context menus can be displayed using the Shift+F10 keystroke.

1-2 2 Planning

Related Topics • Enabling Accessibility Features • Recommended Contrast Settings • Accessibility Features • Using Screen Reader Mode • Working with the Dashboard in Accessibility Mode • Keyboard Equivalents Enabling Accessibility Features

On the Home Page, click the Accessibility Settings button at the top right corner of the page to enable accessibility features. In the Accessibility Settings dialog box, you can select Screen Reader Mode and High Contrast. Recommended Contrast Settings

For best contrast, Oracle recommends customizing your display to set the Appearance theme to Sky Blue. Click Tools, and then click Appearance. For Theme, select Sky Blue. Accessibility Features

These features are provided: • Support for screen readers and magnifiers • Keyboard navigation equivalents for all objects • Alt+Z to skip navigation links and read the main content area. Note that Alt+Z does not work in the simplified interface. Ctrl+F6 does not read this area. • Alt and Title attributes for all objects, images, and page titles • Support for expanding and collapsing trees using the Enter key and keyboard equivalents • Data form access using keyboard equivalents • Tab indexing, implemented from left to right on all pages • In the simplified interface, you can click a button at the top right corner of the page that opens a dialog box with options for accessibility and color contrast

2-1 Chapter 2 Using Screen Reader Mode

Note:

To read elements that are read only and do not get focus using keyboard navigation, use the arrow keys to read text. This applies, for example, to task list status in the simplified Interface.

Note:

When moving to the Approvals subcomponent from another subcomponent, such as Revenue, a Filter popup may display. This feature allows you to submit, review, approve, or reject a planning unit. When the user comes to this feature, planning units are listed for the scenario and version that were most recently used (MRU) by them while entering data into forms. If no scenario and version were most recently used, a Filter popup displays that allows users to select the scenario and the version. The user can select the scenario and version member for which they want to see planning units.

Using Screen Reader Mode

• When working with forms to enter data, disable Hide Selection. To select any shortcut menu option, you must first select the Show Selection checkbox and then the appropriate item or business artifact in order to be able to select the right context. • In rule launch windows, select the corresponding buttons to invoke the member selector for runtime prompts. • If, after you perform validations, cells contain errors, you must tab through each cell to locate those with errors. Clicking error messages in the Data Validation Summary does not place focus on the corresponding cell with errors. • If you launch a secondary dialog box such as the member selector while in screen reader mode, in the simplified interface you must exit the dialog box by pressing the Esc key or other control button. In the standard UI, press Alt+Z to switch focus from the main dialog box to the secondary dialog box. You can then tab to navigate the dialog box. • Use buttons, radio buttons, and check boxes for selection. • For information icons, click icons for additional information. • Popups appear in a new page. When a popup such as a confirmation message appears on save or rule launch, use the Down Arrow keys to read the message after the screen reader announces the popup. Use the same process for informational popups. • Graphs and charts do not display; everything is rendered in table format. Use Ctrl+ and Alt+ arrow keys to read the content of such tables. • Turn the PC Cursor Mode to ON when tabbing through read-only fields in a table. Turn the PC Cursor Mode to OFF when entering data in editable fields.

2-2 Chapter 2 Working with the Dashboard in Accessibility Mode

• Use the Ctrl+ and Alt+ arrow keys to read the contents of both read-only and editable tables, such as user variables, across all applications. • In the simplified interface, when creating dashboards in screen reader mode, the links displayed in the left pane are not available for creating content in widgets. Instead, you can use the Chart, URL, and Commentary links within the widget to create content. • To read the content of a text area, select all text inside the text area by pressing Ctrl+A. • When the screen reader is on, to close any open dialog boxes, press Escape twice. • To exit a popup when the screen reader is on, press the Escape key. To exit informational messages when the screen reader is on, press Tab.

Note:

In the left pane tree table, select the radio button adjacent to the items that are to be invoked, such as forms.

Working with the Dashboard in Accessibility Mode

Use these procedures when working with the dashboard in accessibility mode in the simplified interface. Adding Artifacts to a Dashboard in Accessibility Mode

To add artifacts to a dashboard in accessibility mode:

1. Click or tap Dashboards on the landing page. A list of existing dashboards is displayed with Create and Refresh buttons at the top. 2. Click or tap Create to open a blank dashboard. a. To add a new artifact to the dashboard, use the links displayed in each widget. The links are only visible if there is no artifact added to that widget. b. To update widgets that already contain an artifact, use the widget toolbar. To add a chart, URL, or commentary, click or tap Chart, URL, or Commentary to add the artifact to the dashboard. To add a form or an ad hoc grid, use the Chart link. Adding a Chart in Accessibility Mode

To add a chart in accessibility mode:

1. Click or tap the Chart link in an empty widget. This creates a bar chart with placeholder data, displayed as a table in accessibility mode. 2. After the widget toolbar is activated, use the Settings link to update settings such as the widget header, chart formatting, and binding a form or ad hoc grid to the chart. Adding a Form or Ad Hoc Grid in Accessibility Mode

To add a form or ad hoc grid in accessibility mode:

1. Add a chart as described in Adding a Chart in Accessibility Mode.

2-3 Chapter 2 Keyboard Equivalents

2. Click or tap the Settings link in the widget toolbar. 3. Click or tap a form or ad hoc grid from the Forms tab. 4. Click or tap the Charts tab, and then set Chart Type to None to display the form or ad hoc grid as a table. Adding a URL in Accessibility Mode

To add a URL in accessibility mode:

1. Click or tap the URL link in an empty widget. 2. In the dialog box that displays, configure the URL by entering the value, and then click or tap OK. Adding Commentary in Accessibility Mode

To add commentary in accessibility mode:

1. Click or tap the Commentary link in an empty widget. 2. In the dialog box that displays, enter the commentary value, and then click or tap OK. Changing the Dashboard Layout in Accessibility Mode

To change the dashboard layout in accessibility mode:

1. Click or tap Layout. 2. Enable or disable a widget by clicking or tapping the Enabled or Disabled link to toggle it. 3. Click or tap OK to update the dashboard layout. Keyboard Equivalents

Some options and movements within do not need an assigned keyboard shortcut. In these cases, use the Tab key for navigation.

Note:

These keys are applicable to the standard interface and not the simplified interface, except where noted.

Access Keys for Left Pane Accordion Controls

Table 2-1 General Access Keys

Keys Action Alt+M+Enter Open the Forms accordion.

2-4 Chapter 2 Keyboard Equivalents

Table 2-1 (Cont.) General Access Keys

Keys Action Alt+L+Enter Open the My Task Lists accordion. Alt+L+Enter Open the Task Lists accordion. Alt+S+Enter Open the Dimension accordion. Alt+B+Enter Open the Business Rule Security accordion. Alt+R+Enter Open the Preferences accordion.

Table 2-2 Left Pane Navigation

Keys Action Alt+M Focus on the Forms Accordion Alt+L Focus on the Task List Accordion or My Task List Accordion. For planners, Alt+L focuses on My Task List Accordion. For administrators and Interactive users: 1. First, focus moves to Task Lists Management. 2. Pressing Alt+L again moves focus to My Task List accordion.

Alt+S Focus on the Dimension Editor accordion Alt+B Focus on the Business Rules Security accordion Alt+R Focus on the Preferences accordion Alt+Z+Tab Move focus to the first available field on the right content pane. Alt+O Focus on the Form Folder sub accordion Alt+M Focus on the Forms sub accordion Alt+U Focus on the Business Rules sub accordion Note: After the focus moves to the accordion, These keyboard shortcuts are for page level pressing Enter toggles between expand and actions for the Planning artifact management collapse actions. pages such as Form Management, Task List Management, Dimension Editor, and Menu Management. Accelerator Keys

Table 2-3 Manage Artifacts - Page-Level Actions

Keys Action Ctrl+W Create, add, or add child Ctrl+E Edit Crtl+Shift+R Rename Ctrl+M Move Ctrl+Shift+G Assign access Crtl+Shift+B Add sibling Ctrl+B Show ancestors

2-5 Chapter 2 Keyboard Equivalents

Table 2-3 (Cont.) Manage Artifacts - Page-Level Actions

Keys Action Ctrl+U Show usage Ctrl+Shift+U Move up Ctrl+Shift+D Move down Ctrl+H Refresh, Sync Ctrl+F Search default action Ctrl+Shift+F Focus on the Search input box Ctrl+S Save Ctrl+Shift+L Cancel operation Ctrl+M Add to selected list Ctrl+Shift+W Add all to selected list Ctrl+R Remove from selected list Ctrl+Shift+R Remove all from selected list Ctrl+Up Arrow Move up selected in the selected list Ctrl+Down Arrow Move down selected in the selected list Ctrl+S Save artifact Ctrl+Shift+S Save as artifact Ctrl+Shift+P Previous tab Ctrl+Shift+N Next tab Esc Cancel Ctrl+Shift+F Finish Ctrl+Shift+E Moves focus out of a grid and to the Actions button Ctrl+W Preview Note: These keys are used for page-level actions for artifact management pages such as form Management, Task List Management, Dimension Editor, and Menu Management.

Table 2-4 Horizontal Card as Filmstrip Navigation

Keys Action Alt+H Reach the Home button Alt+1 Activate or select the left-most card in the filmstrip Alt+2 Activate or select the second card from the left in the filmstrip Alt+3 Activate or select the third card from the left in the filmstrip Alt+4 Activate or select the fourth card from the left in the filmstrip Alt+5 Activate or select the fifth card from the left the filmstrip Alt+6 Activate or select the sixth card from the left in the filmstrip Alt+7 Activate or select the seventh card from the left in the filmstrip

2-6 Chapter 2 Keyboard Equivalents

Table 2-4 (Cont.) Horizontal Card as Filmstrip Navigation

Keys Action Alt+8 Activate or select the eighth card from the left in the filmstrip Alt+9 Activate or select the ninth card from the left in the filmstrip Alt+Q Activate or select the tenth card from the left in the filmstrip Alt+W Activate or select the eleventh card from the left in the filmstrip Alt+E Activate or select the twelfth card from the left in the filmstrip Alt+R Activate or select the thirteenth card from the left in the filmstrip Alt+T Activate or select the fourteenth card from the left in the filmstrip Alt+Y Activate or select the fifteenth card from the left in the filmstrip Alt+U Activate or select the sixteenth card from the left in the filmstrip

Table 2-5 Dashboards

Access Keys Keyboard Equivalent Action Listing Page Alt+R Refresh Listing Page Alt+C Create Dashboards Designer/Runtime Alt + E Settings Dashboards Designer/Runtime Alt + U Rules Dashboards Designer/Runtime Alt + T Reset Dashboards Designer/Runtime Alt + N Toggle Designer/Runtime Dashboards Designer/Runtime Alt + H Refresh Dashboards Designer/Runtime Alt + S Save Dashboards Designer/Runtime Alt + L Cancel

Table 2-6 Simple Form, Composite Form, and Grid Management

Access Keys Keyboard Equivalent Action Focus on Properties tab Alt+P Focus on the Properties tab Focus on Layout tab Alt+Y Focus on the Layout tab Layout Tab Alt+G Focus on the Grid Properties Section Focus on Section Properties panel Alt+M Focus on the Dimensions Properties panel Focus on Section Properties panel Alt+S Focus on the Section Properties panel Focus on Smart View Option panel Alt+S Focus on the Smart View Option Panel

2-7 Chapter 2 Keyboard Equivalents

Table 2-6 (Cont.) Simple Form, Composite Form, and Grid Management

Access Keys Keyboard Equivalent Action Segment View Alt+S Segment View Focus on Display Properties Panel Alt+I Focus on the Display Properties Panel Focus on Printing Options Properties Alt+P,P Focus on the Printing Options panel Properties Panel Focus on Validation Rules Properties Alt+ V,V Focus on the Validation Rules panel properties Panel Drop selected dimension to POV Ctrl+Shift+V Drop selected dimension to POV section section Drop selected dimension to Page Ctrl+Shift+P Drop selected dimension to Page section section Drop selected dimension to Rows Ctrl+Shift+R Drop selected dimension to Rows section section Drop selected dimension to Columns Ctrl+Shift+C Drop selected dimension to Columns section section Dimension context menu Enter Tab through row/column header and press Enter to bring up the Context Menu. Tab through to the Dimension and press Enter to bring up the dimension context menu. Validation Rules: Access Keys on Alt+P Focus on Page Section Validation Panel For Validation Rules Member Selector on Point of View Alt+P,V+Enter Invoke Member Selector on Point Of section View section Member Selector on Page section Alt P,P+Enter Invoke Member Selector on Page section Other Options tab Alt+O Focus on the Other Options tab Other Options tab : Access Keys Precision Panel Alt+R Focus on the Precision Panel Business Rules tab Alt+R Business Rules : Access Keys Business Rules tab Alt+R Focus on the Business Rules tab Plan type drop-down list Alt+P Focus on the Plan type drop-down list

Table 2-7 Form and Grid Management Keyboard Shortcuts

Access Keys Keyboard Equivalent Action Composite Forms Access Access keys Show Menu for layout sections keys Composite Forms Access Alt+Y Select Layout Panel keys Composite Forms Access Alt+O Toggle selection between keys Custom Layout/2 Row Layout/2 Column Layout Composite Forms Access Alt+S Select Section properties keys Panel

2-8 Chapter 2 Keyboard Equivalents

Table 2-7 (Cont.) Form and Grid Management Keyboard Shortcuts

Access Keys Keyboard Equivalent Action Composite Forms Access Alt+G Toggle focus and selection keys between Global Layout Dimension/Common Dimension properties Panel Keyboard Shortcuts Crtl+Shift+A Display forms as Tabs Keyboard Shortcuts Ctrl+Shift+N Add form Keyboard Shortcuts Ctrl+Delete Delete selected form Keyboard Shortcuts Ctrl+Shift+E Edit Form Label Keyboard Shortcuts Ctrl+Shift+T Move to Top Keyboard Shortcuts Ctrl+Shift+B Move to Bottom Keyboard Shortcuts Ctrl+Shift+U Move Up Keyboard Shortcuts Ctrl+Shift+D Move Down

Table 2-8 Working with Plans and Ad Hoc

Keyboard Equivalent Action R Refresh N New ad hoc grid form I Instructions A Actions or gear (settings) button in the tree table C Cancel buttons P Assign permission Y All types filter S Simple form type Filter T Composite form type Filter D Ad hoc form type filter M Smart form type filter C Create ad hoc form L Close ad hoc form dialog box Control+Alt+R Moves dimension to Row Control+Alt+C Moves dimension to Column Control+Alt+P Moves dimension to POV Bar Alt+S Moves focus to the Submit Data Only drop-down and opens the menu. You can then navigate the menu using the arrow keys. Select an option with the Arrow Keys. Shift+Ctrl+Alt+Y Moves focus to each of the dashboard grid containers, moving focus to the container©s Refresh icon Alt+L After focus has been moved from the grid to the Refresh icon, close the grid Alt+S Save

2-9 Chapter 2 Keyboard Equivalents

Table 2-9 Enter Data

Keyboard Equivalent Action Alt+E Data ribbon Alt+I Ad-hoc Alt+O Format Control+Shift+S Save Format Control+Shift+C Clear Format Control+Shift+P Increase Font Size Control+Shift+N Decrease Font Size Control+Shift+B Bold Control+Shift+I Italic Control+Shift+U Underline Control+Shift+O Change Background Color Control+Shift+F Change Font Color Ctrl+Alt+P Print Form F2 Open a dialog box such as the Smart Lists dialog box from a cell Ctrl+Alt+E Tab out of the grid E Data option link (in Firefox, this activates the link as if it were selected. In Microsoft Chromium Edge, this moves focus to the link and you can press Enter to activate it) O Format option link (in Firefox, this activates the link as if it were selected. In Microsoft Chromium Edge, this moves focus to the link and you can press Enter to activate it) Ctrl+Shift+T Focus is moved onto the next form. If the form is within a tabbed pane, the tab is disclosed.

Note:

If you are working in edit mode within a composite form, you must first press Esc.

Alt+ . Go to the page dimension. Navigate within the grid Use the following keystrokes Move to the next cell Tab Move to the previous cell Shift+Tab Move to the previous row (top row) Up Arrow Move to the next row (bottom row) Down Arrow Enter keyboard navigation when on the last Tab cell on the row (Tab takes the focus to next row)

2-10 Chapter 2 Keyboard Equivalents

Table 2-9 (Cont.) Enter Data

Keyboard Equivalent Action Move focus to the first cell in grid Ctrl+Home Move focus to the last cell of first row of grid Shift+End Move focus to the last cell of grid Ctrl+End Select all cells in the table Ctrl+A Select cells Ctrl+Shift+Arrow Move to last cell in current row Ctrl+Right Arrow Move to first cell in current row Ctrl+Left Arrow Select row Shift+Space Select column Ctrl+Space Discard current changes to cell and restore the Esc key previous state Exit the grid Ctrl+Alt+E (Windows), Ctrl+Option+E (Mac) Open the Format tab Shift+Alt+O (Windows), Ctrl+Option+O (Mac) Open the Data tab Shift+Alt+D (Windows), Ctrl+Option+D (Mac) Access the contents of the Format tab, Ad hoc Shift+Alt+Y and then Tab key (Windows), tab, or Data tab Ctrl+Option+Y and then Tab key (Mac) Navigate within the grid (slick grid) Use the following keystrokes Extend the selection of cells Shift+Ctrl+Arrow Extend the selection of text within the editable Shift+Arrow cells Quick data entry commands (Note: data Use the following keys entry commands are processed when you press the Enter key) Enter the value in thousands, for example, 1K K enters 1,000 Enter the value in millions, for example, 1M M enters 1,000,000 Add a number to the cell value, for example, Add,+ Add10 adds 10 to the cell value, that is, if the cell value is 100, 100Add10 (or 100+10) results in 110 Subtract a number from the cell value, for Sub, ~ example, Sub10 subtracts 10 from the cell value, that is, if the cell value is 100, 100Sub10 (or 100~10) results in 90 Multiply the cell value by a number added as a Percent, per percentage, for example, Percent10 results in 10% of the current cell value Increase the cell value by a number added as Increase, Inc a percentage, for example, Inc10 increases the cell value by 10% Decrease the cell value by a number added as Decrease, Dec a percentage, for example, Dec10, decreases the cell value by 10% Take the cell value to the number added as an Power, Pow exponent, for example, Power5 increases the value to the power of 5

2-11 Chapter 2 Keyboard Equivalents

Table 2-9 (Cont.) Enter Data

Keyboard Equivalent Action Grow a cell by a percentage. In a cell whose GR value is 200, entering gr50 after 200 results in 300.

Table 2-10 Working with Artifact Strings

Keyboard Equivalent Action Tab Move to next cell Shift+Tab Move to the previous cell Up Arrow Move to the previous row Down Arrow Move to the next row Ctrl+Home Move focus to the first cell in the grid Ctrl+End Move focus to the last cell in the grid Ctrl+Right Arrow Move focus to the last cell in the current row Ctrl+Left Arrow Move focus to the first cell in the current row Shift+End Move focus to the last cell of the first row of the grid Ctrl+Space Column selection Shift+Space Row selection h Launch Context Sensitive Help popup

Table 2-11 Assigning Access Permissions

Keyboard Equivalent Action G General Tab P Permissions Tab O OK Button C Close Button A Add User/Group

Table 2-12 Menu Management

Access Keys Keyboard Equivalent Action Add, Edit Menu, Menu Item Alt+N Toggle focus on Menu Name or Menu Item Name input boxes. Select Form Folder or Form Alt+S Toggle focus on Select Form button Folder or Form button.

2-12 Chapter 2 Keyboard Equivalents

Table 2-13 Smart Lists

Access Keys Keyboard Equivalent Action Create, Edit Smart List Alt+P Focus on the Properties tab. Entries tab Alt+R Focus on the Entries tab. Save Smart List edit Alt+S Save the Smart List edit. Cancel Smart List edit Alt+L Cancel the Smart List edit. Focus on Preview tab Alt+W Focus on the Preview tab.

Table 2-14 Task Lists

Keyboard Equivalent Action Alt+K Focus on the Task List tab. Alt+C Toggle focus between Task List Name and the Clear drop-down list. Alt+K Focus on the Task Name in the task Detail panel. Alt+I Focus on the Instructions tab. See "Rich Text Editor" section for Access and Control Keys for Rich Text Editor

Table 2-15 Task List Dashboard

Access Keys Keyboard Equivalent Action Go button Alt+G Focus on the Go button Show All Tasks Alt+S Focus on the Show All Tasks menu Keyboard Shortcuts Ctrl+E Edit task list PDF report Ctrl+Alt+D Create PDF report Excel report Ctrl+Alt+X Create Excel report Chart by status Ctrl+Alt+S Show chart by status Chart by type Ctrl+Alt+T Show chart by type Chart by user Ctrl+Alt+U Show chart by user

Table 2-16 User Variables

Keyboard Equivalent Action Alt+U Focus on the User Variables tab Alt+S Focus on the Substitution Variables tab

Table 2-17 Business Rules Security

Keyboard Equivalent Action Alt+M Move the rule Alt+G Assign Access to rule

2-13 Chapter 2 Keyboard Equivalents

Table 2-18 Clear Cell Details

Access Keys Keyboard Equivalent Action Keyboard Shortcuts Alt+P Focus on the Plan Type drop-down list Keyboard Shortcuts Alt+M Toggle focus between Member Selector in static dimension Rows Keyboard Shortcuts Alt+A Toggle focus between Add All Dimensions button and Add Static Dimension icon in Static Dimension Panel Keyboard Shortcuts Alt+C Selects, Invokes Clear Action

Table 2-19 Copy Data

Keyboard Equivalent Action Alt+P Focus on the Plan Type drop-down list Alt+M Toggle between the Member Selector in static dimension rows Alt+A Toggle between Static Dimension, Dimension with Source, and Destination Panel Alt+C Selects, Invokes Copy Action

Table 2-20 Dimension Editor

Access Keys Keyboard Equivalent Action Performance Settings Alt+P Focus on the Performance Settings tab Evaluation Order Alt+O Focus on the Evaluation Order tab Dimensions tab Alt+R Focus on the Sort options drop-down list Sort Up Alt+R+Tab Focus on the Sort Up icon command button Sort Down Alt+R+Tab+Tab Focus on the Sort Down icon Command button Search list Alt+S Focus on the Search drop-down options list Search input Alt+S+Tab Focus on the Search input box Add Dimension Alt+W Focus on Add Dimension Edit Dimension Alt+G Focus on Edit Dimension View Dimension Alt+G Focus on View Dimension Add Child/Sibling Alt+P Focus on the Member Properties tab UDA tab Alt+U Focus on the UDA tab Member Formula Alt+M Focus on the Member Formula tab Member Properties Tab Alt+N Focus on the Name input box Description input Alt+D Focus on the Description input box

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Table 2-20 (Cont.) Dimension Editor

Access Keys Keyboard Equivalent Action Toggle Alias Table, Smart List Alt+S Toggle focus between: · The Alias Table drop-down list and the Alias input box · The Smart List drop down list and Data Storage/Data Type Account Alt+Y Toggle focus on Account drop-down list Variance Reporting Alt+R Focus on the Variance Reporting drop down list Time Balance Alt+B Focus on the Time Balance drop- down list Source Plan Type Alt+P Toggle focus between the Source Plan Type drop down and Plan Type Hierarchy Type Alt+H Focus on the Hierarchy Type box Member Formula tab Alt+V Execute Validate Access Keys Alt+P Focus on the Plan Type drop-down list Custom Attributes Ctrl+0 (zero) Add Custom Attributes Show Ancestors Ctrl+B Show Ancestors Options Alt+P Options Dynamic Time Series Ctrl+J Dynamic Time Series Summary Time Period Alt+L Add Summary Time Period Copy Scenario Ctrl+Q Copy Scenario Keyboard Shortcuts Alt+P Plan type Move focus to the toolbar search Alt+G Search dropdown control Exit dimension formula Edit field Ctrl+Q, Tab Exit Edit field Exit dimension member properties Ctrl+Shift+Z Exit grid grid

Dimension Editor Navigation Notes • When first landing on the panel, pressing Tab moves focus into the Parent Member column, in the top cell below the column title. • Tab moves the focus from left to right, and wraps to the next row. • Arrow keys move focus in each direction within the grid. • Alt+P moves focus from cells in the grid and places focus onto the fx (function) button. Performing a reverse navigation by pressing Shift+Tab from this focus point allows you to reach the toolbar text items and controls. • Forward navigation using Tab from the toolbar text and controls brings the user back to the fx button. • Forward navigation using Tab from the fx button places focus into the formula bar editor. • Alt+P works only when focus is in the grid or in the formula bar editor. • Alt+N moves focus from the formula bar and places focus onto the grid object. • Forward navigation using Tab from the grid object moves focus to the grid cells.

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• Alt+N works only when focus is in formula bar editor. • When you are in a cell with a drop-down menu, press F2 and then the arrow keys to make the selection. Pressing Enter or Tab keeps the selection and moves the focus along.

Table 2-21 Member Formula Script Editor

Script Component Access Keys Find Ctrl+Alt+ F Replace Ctrl++Alt+R Member Selector Alt+Shift+ Function Selector Alt+ Shift+ Variable Selector Alt+Shift+G Smart List Selector Alt+Shift+M Trigger auto suggest Ctrl+Space Comment Ctrl+/ Copy Ctrl+C Paste Ctrl+V Cut Ctrl+X Undo Ctrl+ Format Alt+Shift+O Verify Syntax Alt +Shift+S Perform next search for text string instance in Alt+F the editor (when the Find dialog box is open)

Table 2-22 Assign Access Pop-Up

Access Keys Keyboard Equivalent Action Users tab Alt+U Focus on the Users tab Group tab Alt+G Focus on the Group tab Remove Non Provisioned Alt+R Focus on the Remove Non Users or Groups Provisioned Users or Groups button Add or Edit Access Pop-up Alt+G Toggle focus between the Access Keys Read, Write, and None boxes

Table 2-23 User Selector (Select and Assign Owner)

Keyboard Equivalent Action Alt+U Select the Users tab Alt+G Select the Groups tab

Table 2-24 Currency Conversion

Access Keys Keyboard Equivalent Action Currency Conversion Alt+M Toggle between version types

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Table 2-24 (Cont.) Currency Conversion

Access Keys Keyboard Equivalent Action All other actions All other access and actions are completed with tab key traversal Exchange Rate Management Alt+C Set Focus on the Create Rate Table icon Edit Rate Table Alt+I Set Focus on the Edit Rate Table icon Delete Rate Table Alt+9 Set Focus on the Delete Rate Table icon

Table 2-25 Broadcast Message

Access Keys Keyboard Equivalent Action Broadcast Message Alt+S Select or invoke the Send button

Table 2-26 Navigation Flow

Access Keys Keyboard Equivalent Action Navigation Flow Listing Page Alt+S Access key for Actions Navigation Flow Edit Page Ctrl+S Save and close

Table 2-27 Reports

Access Keys Keyboard Equivalent Action Access Keys Alt+O Select the Forms tab Planning Unit Annotations Alt+P Select the Planning Unit Annotations tab Planning Unit Tab Alt+S Toggle between select Scenario and version and entity drop down Planning Unit Tab Alt+M Toggle between Member selector for scenario, Version Entity

Table 2-28 Application Settings

Keyboard Equivalent Action Alt+S Save Alt+R Reset

Table 2-29 Create or Refresh Database

Access Keys Keyboard Equivalent Create or Refresh Database Tab traversal only

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Table 2-30 Outline Load

Access Keys Keyboard Equivalent Action Scroll Ctrl+Shift+Left Arrow or Right Scroll left or right Arrow Access Keys Alt+R Run Outline Load Reset Outline Load Alt+S Reset Outline Load inputs

Table 2-31 Data Load Administration

Access Keys Keyboard Equivalent Action Access Keys Alt+L Toggle focus between the Data Load Dimension and the Driver Dimension drop-down lists Member Selector Alt+M Select Member Selector Advanced Setting panel Alt+A Add Row Duplicate Row Alt+U Duplicate Row Delete Row Alt+R Delete selected row

Table 2-32 Map Reporting Application

Access Keys Keyboard Equivalent Action Select Application Alt+A Select Application tab Select Map Alt+M Select Map dimensions tab Select point of view Alt+P Select point of view tab Application Tab Access Keys Alt+N Focus on the Application Name input box Plan type Alt+P Focus on the Plan type drop down in Source application panel Map Dimensions Tab or Point Focus Select Member selector Of View Tab Access Keys Alt+M

Table 2-33 Planning Unit Hierarchy

Access Keys Keyboard Equivalent Action Access Keys Alt+O Selects Approvals Dimension Entity tab Primary and SubHierarchy selection Alt+P Selects Primary and SubHierarchy selection tab Assign Owners Alt+G Select Assign Owners tab Usage Alt+U Selects Usage tab Approvals Dimension Entity tab Access Keys Alt+N Focus on the Hierarchy Name input box

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Table 2-33 (Cont.) Planning Unit Hierarchy

Access Keys Keyboard Equivalent Action Primary and SubHierarchy selection, Assign Owners tab Access Keys Alt+Y Focus on Display button Reset to DefaultHierarchy Alt+R Selects "Reset to DefaultHierarchy" button Parent Member Alt+M Toggle focus on Parent Member input field in Parent Member column and Selected Member input box in Selected Members column Member selector Alt+M Toggle focus on Member selector in "Parent Member" and "Selected Members" column Relative generation Alt+J Focus on the Relative generation input box Auto Include Alt+K Focus on the Auto Include checkbox in "Auto Include" Column Assign Owner Alt+W Toggle focus on Assign Owner input box and Assign owner selector command icon button Reviewer Alt+R Toggle focus on Reviewer input box and Assign owner selector command icon button Promotion path Alt+H Selects Promotion path icon command button Notify These Users Alt+Y Toggle focus on "Notify These Users" input box and user selector command icon button Search Alt+S Toggle focus on search drop-down list/Search input box

Table 2-34 Plan Type Editor

Access Keys Keyboard Equivalent Action Keyboard Shortcuts Ctrl+S Save plan type Add plan type Ctrl+W Add plan type Delete plan type Ctrl+Delete Delete plan type

Table 2-35 Scenario Version Assignment

Access Keys Keyboard Equivalent Action Actions Alt+A Focus on the Actions icon in the table File Based Export Import Tab key traversal only Manage Approvals Access Keys Alt+R Toggle focus between the Scenario, and Version drop-down lists

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Table 2-35 (Cont.) Scenario Version Assignment

Access Keys Keyboard Equivalent Action Search drop-down list Alt+S Focus on the Search drop-down list Search box Alt+S+Tab Focus on Search box Out of Office Assistant Alt+O Focus on the Out of Office Assistant link Exclude button Alt+X Focus on the Exclude button on Plan Cycle column Start button Alt+T Focus on the Start button on Plan Cycle column Promotional path Alt+P Focus on the Promotional path icon command button

Table 2-36 Copy Version

Access Keys Keyboard Equivalent Action Access Keys Alt+S Select Scenario drop-down list Toggle focus from Copy From Alt+C Toggle focus between Copy to Copy To From to Copy To drop-down list Go Alt+G Select Go Button Toggle focus from available to Alt+M Toggle focus between selected entities Available entities and selected Entities Copy Data Alt+P Selects Copy Data button

Table 2-37 Business Rules

Access Keys Keyboard Equivalent Action Business Rules Alt+P Toggle focus between Plan type and Rule type drop-down list Display only launchable rules, Alt+Y Focus on the "Display only rulesets, and calc script launchable rules, rulesets, and calc script" checkbox

Table 2-38 Job Console

Access Keys Keyboard Equivalent Action Job Status Alt+S Toggle focus between Start Time and End Time input boxes Toggle Start Time and End Alt+S+Tab Toggle focus between Start Time Time and End Time input date time selector Job type Alt+J Focus on the Job type drop- down list

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Table 2-38 (Cont.) Job Console

Access Keys Keyboard Equivalent Action Status Alt+U focus on Status drop-down list Toggle Job Name, Username Alt+N Toggle focus on Job Name, Username input Box Go Alt+G Selects Go button

Table 2-39 Diagnostics (Grid)

Keyboard Equivalent Action Alt+V Toggle focus between Available forms and Selected form Alt+R Selects "Run Diagnostics" button Alt+D Toggle focus between Tabular and Chart buttons

Table 2-40 Application Settings

Task Shortcut key Save Alt+S Reset Alt+R

Table 2-41 User Preferences

Task Shortcut Key Save changes Alt+O

Table 2-42 Designing Infolets

Task Shortcut Key Add a new infolet to the Infolets Designer I Hide and unhide the Properties panel H Open settings A Reset the Infolets Designer to a previously saved T state Refresh the data from Essbase and update the R infolet definition from the database Hide all Infolets Designer elements and display the N infolet as it would appear to users during runtime From runtime mode, displays the Infolets Designer P Save S Close L

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Table 2-43 Member Selector

Access Keys Keyboard Equivalent Action Member Selector Alt+M Focus on the Members tab Variables tab Alt+R Focus on the Variables tab Members tab Alt+N Focus on the Search box Display properties Alt+P Shift Focus to Display properties Toggle filtered search Alt+F Toggle focus on filtered search icon Search Up Alt+U Focus on Search Up Search Down Alt+S Focus on Search Down Toggle Keep only functions, Alt+K Toggle focus on Keep only Attributes, and Generations functions, Attributes, and Generations icon Keyboard Shortcuts Ctrl+Shift+F Toggle focus on Function Selector Variables Tab Alt+V Toggle focus on User Variables Panel and Substitution Variables Panel

Table 2-44 Comments - Pop Up

Keyboard Equivalent Action Alt+C Focus on the Comments Panel Alt+A Focus in Add button Alt+E Focus on the Existing Comments Panel Alt+Y Focus on the "Apply to all selected cells" checkbox

Table 2-45 Document Attachment

Keyboard Equivalent Action Alt+X Focus on Delete Alt+E Focus on the Edit Icon command button Alt+A Focus on the Add Icon Command button Alt+Y Focus on the "Apply to all selected cells" checkbox

Table 2-46 Accelerator Keys Reserved for Page-Level Components

Accelerator Key Used In Function Ctrl+Alt+W Pop-up Toggle focus between open popups. Ctrl+Shift+W Messaging, Secondary Toggle focus between open Windows popups. Ctrl+Alt+P Splitter Give focus to splitter bar.

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Table 2-47 Access Keys For Various Browsers

Browser Operating System Key Combination Action Google Chrome Linux Alt+mnemonic Click Google Chrome Mac OS X Ctrol+Option+mnemonic Click Google Chrome Windows Alt+mnemonic Click Mozilla Firefox Linux Alt+Shift+mnemonic Click Mozilla Firefox Mac OS X Ctrl+mnemonic Click Mozilla Firefox Windows Alt+Shift+mnemonic Click Microsoft Chromium Windows Alt+mnemonic Click or set focus Edge Apple Safari Windows Alt+mnemonic Click Apple Safari Mac OS X Ctrl+Option+mnemonic Click

Note:

For Google Chrome, to move the cursor focus out of a grid, press Ctrl+Alt+E.

Table 2-48 Shortcut Keys Assigned to Common Components

Shortcut Key Components Action Enter All components Activate the component, or the Space component element that has the focus. Tab All components Move focus to next or previous Shift+Tab Flash components like ThematicMap, editable component. Graph, and Gauge Ctrl+A All components Select all. Left Arrow Menu Bar Move focus to different menu on a Right Arrow Splitter menu bar. Input Number Slider Move splitter left or right when it is in focus. Input Range Slider Move slider left or right when input Input Number Spinbox number slider or input range slider is in focus. Increment or decrement the value when input number box is in focus. Up Arrow Menu Move focus to different menu items in Down Arrow Splitter a menu. Input Number Slider Move splitter up or down when it is in focus. Input Range Slider Move slider up or down when input number slider or input range slider is in focus.

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Table 2-49 Shortcut Keys for Rich Text Editor

Shortcut Key Action Ctrl+B Boldface Ctrl+I Italics Ctrl+U Underline Ctrl+5 Strikethrough Ctrl+E Center alignment Ctrl+J Justify Ctrl+L Align text left Ctrl+R Align text right Ctrl+H Create hyperlink Ctrl+M Increase indent Ctrl+Shift+M Decrease indent Ctrl+Shift+H Remove hyperlink Ctrl+Shift+S Clear text styles Ctrl+Alt+- Subscript Ctrl+Alt++ Superscript Ctrl+Z Undo

Table 2-50 Shortcut Keys Assigned to Table, Tree, and Tree Table

Shortcut Key Components Action Tab Table Move focus to next or previous cell or Shift+Tab Tree Table editable component. In a table, navigate to the next or previous editable content in cells. If the focus is on the last cell of a row in the table, the Tab key moves focus to the first editable cell in the next row. Similarly, Shift+Tab moves focus to the previous row. Ctrl+A Table Select all components, including Tree Table column headers, row headers, and data area. Ctrl+Alt+M Table Launch context menu. Tree Tree Table Enter Table Navigate to the next editable cell or Shift+Enter Tree previous editable cell of the column. Tree Table If focus is on the column header, sort table data in ascending order. Pressing Enter again sorts the column in descending order. If the focus is on the filter cell, perform table filtering. In a click-to-edit table, if the focus is on a cell, enable edit mode.

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Table 2-50 (Cont.) Shortcut Keys Assigned to Table, Tree, and Tree Table

Shortcut Key Components Action Left Arrow Table Move focus. Right Arrow Tree Table Up Arrow Table Move focus. Down Arrow Tree Table If a row is selected, then move focus to the previous row or next row. If no row is selected, scroll the table one row up or down. If the first row is selected, move focus to the column header. Ctrl+Shift+Left Arrow Table Move the selected column left or Ctrl+Shift+Right Arrow Tree Table right. Shift+Up Arrow Table Select multiple rows. Shift+Down Arrow Tree Table Tree Page Up Table If a row is selected, scroll and select Page Down Tree Table the same row of the next or previous page. If no row is selected, scroll by one page. Alt+Page Up Table Horizontally scroll the table to the Alt+Page Down Tree Table right or left. Space Table Select the node. Ctrl+Space Tree To select or remove multiple nodes, Tree Table press Ctrl+Space. Shift+Space Table Select multiple rows. Tree Table Esc Table Remove selection. Tree Table If the focus is on the cell, exit click-to- edit mode, revert the cell value to original value, and return focus to the cell. Press Esc key again to move focus to the row header.

Table 2-51 Shortcut Keys Assigned to Table, Tree, and Tree Table in Screen Reader Mode

Shortcut Key Components Action Left Arrow Table Select the component. To select a Tree node, press Tab and move focus to the component. Press Space when Tree Table the component is in focus. You can also use the Space for multiple selection. Pressing Space on a selected component deselects it.

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Table 2-51 (Cont.) Shortcut Keys Assigned to Table, Tree, and Tree Table in Screen Reader Mode

Shortcut Key Components Action Enter Table If the focus is on the column header, Tree sort the column in ascending order. Pressing Enter again sorts the column in descending order. If the focus is on the disclosure icon of a tree, open or close that node. If the focus is on the filter cell, perform table filtering. Tab Table Move the focus to the next or Shift+Tab previous cell or editable component. Up Arrow Table Move focus. Down Arrow Left Arrow Right Arrow Ctrl+Shift+Left Arrow Table Move the selected column left or Ctrl+Shift+Right Arrow Tree Table right. Ctrl+Alt+M Table Launch body context menu. Tree Table Tree

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Table 2-52 Shortcut Keys Assigned to Data Visualization Components

Shortcut Key Components Action Left Arrow List region of all Gantt chart types Move focus Right Arrow and task list status page If the focus is on the chart region of Hierarchy Viewer: Nodes in planning scheduling Gantt, the arrow key unit hierarchy promotional paths navigation selects the previous or Form grid next taskbar of the current row. If the focus is on the time bucket of resource utilization Gantt, the arrow key navigation selects the previous or next time bucket in the current row. If the focus is on the geographic map, the arrow key navigation pans slightly left or right. Press the Home or End key for a larger pan. If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys to move the focus left or right without selecting the component. If you are using arrow keys to navigate cells of an editable pivot table, each focused cell is activated for editing before allowing you to navigate to the next cell, slowing navigation. Press the Esc key to deactivate the edit mode of the focused cell, and navigate faster. To edit a cell, press the F2 or Enter key. If the focus is on the pivot table data cell, press Ctrl+Left Arrow to jump to the corresponding row header cell. If the locale is bidirectional (such as Arabic), press Ctrl+Right Arrow to jump to the corresponding row header cell.

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Table 2-52 (Cont.) Shortcut Keys Assigned to Data Visualization Components

Shortcut Key Components Action Up Arrow List region of all Gantt chart types Move focus. Down Arrow and task list status page If the focus is on the chart region of Chart region of project Gantt project Gantt, the arrow key Hierarchy Viewer - Nodes in navigation selects the previous or promotional path for planning unit next row. hierarchies If the focus is on the chart region Form grid taskbar of scheduling Gantt, the arrow key navigation selects the first taskbar of the previous row or the next row. If the focus is on the time bucket of resource utilization Gantt, the arrow key navigation selects the time bucket of the previous row or next row. If the focus is on the geographic map component, the arrow key navigation pans up or down by a small increment. If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys to move the focus up or down without selecting the component. If you are using arrow keys to navigate cells of an editable pivot table, each focused cell is activated for editing before allowing you to navigate to the next cell, making the navigation slower. Press the Esc key to deactivate the edit mode of the focused cell, and navigate faster. To edit a cell, press the F2 or Enter key. If the focus is on the pivot table data cell, press Ctrl+Up Arrow to jump to the corresponding column header cell. Page Up Hierarchy Viewer -Nodes in the If the focus is on the geographic map promotional path for planning unit component, the page key navigation hierarchies pans up or down by a large increment. If the focus is on the diagram of Hierarchy viewer, press and hold to Page Up or Page Down keys to pan up or down continuously. Press Ctrl+Page Up or Ctrl+Page Down to pan left or right continuously.

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Table 2-52 (Cont.) Shortcut Keys Assigned to Data Visualization Components

Shortcut Key Components Action + Hierarchy Viewer - Nodes in the Increase zoom level. promotional path for planning unit If the focus is on the diagram of hierarchies Hierarchy viewer, press number keys 1 through 5 to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available space. - Hierarchy Viewer - Nodes in the Decrease zoom level. promotional path for planning unit If the focus is on the diagram of hierarchies Hierarchy viewer, press number keys 1 through 5 to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available space. Ctrl+Alt+M All Gantt chart types Launch context menu. Form grid Ctrl+Alt+0 Hierarchy Viewer - Diagrams Center the active node and zoom the Form grid diagram to 100%. Tab Hierarchy Viewer - Nodes Move focus through elements. Esc Hierarchy Viewer - nodes Return focus to the containing node. If the focus is on search panel, close the panel. Close the Detail window, if it appears while hovering over a node. Space Hierarchy Viewer - nodes Select the active node. Press Form grid Ctrl+Space to toggle selection of the active node, and to select multiple nodes. Enter Hierarchy Viewer - nodes Isolate and select active node. Press Form grid Shift+Enter to toggle the state of the node. / Hierarchy Viewer - nodes Toggle control panel state.

Table 2-53 Alternate Components for Data Visualization Components in Screen Reader Mode

Data Visualization Component Replacement Chart region for each Gantt type Hyperlinks Tab to move focus within the chart region. Press Enter or Esc to launch or dismiss the corresponding Properties dialog box. Hierarchy Viewer Tree Table Use standard keyboard shortcuts to navigate through the data. Menus

The following topics provide detailed information about menus.

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Main Menu

Use these keyboard equivalents to open the menus that are available from the menu bar.

Table 2-54 Keyboard Equivalents for the Main Menu

Keys Action Alt+F Opens the File menu Alt+E Opens the Edit menu Alt+V Opens the View menu Alt+A Opens the Administration menu Alt+T Opens the Tools menu Alt+H Opens the Help menu

File Menu

Keyboard equivalents used in the File menu.

Table 2-55 Keyboard Equivalents for the File Menu

Keys Action N, F Selects New, and then selects Data Form N, R Selects New, and then selects Report N, T Selects New, and then selects Task List N, E Selects New, and then selects Variable N, L Selects New, and then selects Smart List N, M Selects New, then selects Menu O Selects Open O, U Selects Open, and then selects URL O, P Selects Open, and then selects Application V Selects Open in Smart View C Selects Close C, C Selects Close, and then selects Current C, A Selects Close, and then selects All C, O Selects Close, and then selects Others F Selects Preferences G Selects Logout X Selects Exit

Edit Menu

Keyboard equivalents used in the Edit menu.

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Table 2-56 Keyboard Equivalents for the Edit Menu

Keys Action J Selects Adjust G Selects Grid Spread L Selects Mass Allocate O Selects Comment K Selects Lock and Unlock Cells U Selects Supporting Detail E Selects Add/Edit Document T Selects Annotate Planning Unit D Selects Drill Through

View Menu

These keyboard equivalents are used in the View menu in Basic mode.

Table 2-57 Keyboard Equivalents for the View Menu

Keys Action T, T Selects Task List, and then selects Task List T, R Selects Task List, and then selects Report T, S Selects Task List, and then selects Status A Selects Edit Account Annotations C Selects and toggles Show Dimension Label on Page I Selects Instructions C Selects Currency H Selects Refresh Ctrl+Alt+0 (zero) Selects View Masthead Ctrl+Alt+1 Selects View Pane

Tools Menu

Keyboard equivalents used in the Tools menu.

Table 2-58 Keyboard Equivalents for the Tools Menu

Keys Action L Selects Manage Approvals V Selects Copy Version R Selects Business Rules S Selects Job Console

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Table 2-58 (Cont.) Keyboard Equivalents for the Tools Menu

Keys Action O Selects Custom Links E Selects Export as Spreadsheet A, C Selects Ad Hoc, and then selects New Ad Hoc Grid A, A Selects Ad Hoc, and then selects Analyze A, S Selects Ad Hoc, and then selects Save Ad Hoc Grid A, O Selects Ad Hoc, and then selects Ad Hoc Options A, Z, N Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Next Level A, Z, V Selects Ad Hoc, and then selects Zoom In, and then selects Zoom in All Levels A, Z, B Selects Ad Hoc, and then selects Zoom In, and then selects Zoom in Bottom Level A, M Selects Ad Hoc, and then selects Zoom Out A, R Selects Ad Hoc, and then selects Remove Only A, K Selects Ad Hoc, and then selects Keep Only

Administration Menu

Keyboard equivalents used in the Administration menu.

Table 2-59 Keyboard Equivalents for the Administration Menu

Keys Action M, S Selects Manage, and then selects Tablet Access M, F Selects Manage, and then selects Data Forms and Ad Hoc Grids M, M Selects Manage, and then selects Menus M, T Selects Manage, and then selects Task Lists M, L Selects Manage, and then selects Smart Lists M, E Selects Manage, and then selects Variable M, B Selects Manage, and then selects Business Rule Security M, C Selects Manage, and then selects Clear Cell Details M, Y Selects Manage, and then selects Copy Data M, D Selects Manage, and then selects Dimensions M, A Selects Manage, and then selects Alias Tables M, V Selects Manage, and then selects Currency Conversions

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Table 2-59 (Cont.) Keyboard Equivalents for the Administration Menu

Keys Action M, X Selects Manage, and then selects Exchange Rates A, M Selects Application, then selects Broadcast Messages A, P Selects Application, and then selects Properties A, R Selects Application, and then selects Reports A, T Selects Application, and then selects Statistics A, S Selects Application, and then selects Settings A, E Selects Application, and then selects Create A, D Selects Application, and then selects Delete A, G Selects Application, and then selects Register A, C Selects Application, and then selects Create Database A, B Selects Application, and then selects Refresh Database P, P Selects Approvals, and then selects Planning Unit Hierarchy P, A Selects Approvals, then selects Scenario and Version Assignment P, I Selects Approvals, and then selects File Based Import and Export R Selects Map Reporting Application D, C Selects Data Source, and then selects Create D, E Selects Data Source, and then selects Edit D, D Selects Data Source, and then selects Delete L Selects Data Load Settings O Outline Load O,I Import from file O,E Export metadata to file O,D Export data to file

Help Menu

Keyboard equivalents used in the Help menu for the standard interface.

Table 2-60 Keyboard Equivalents for the Help Menu, Standard Interface

Keys Action T Selects Help on this Topic C Selects Contents

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Table 2-60 (Cont.) Keyboard Equivalents for the Help Menu, Standard Interface

Keys Action S Selects Technical Support E Selects EPM Documentation A Selects About Oracle Enterprise Performance Management System Tool Bar

Keyboard equivalents used in the tool bar.

Table 2-61 Keyboard Equivalents for the Tool Bar

Keys Action Ctrl+S Save Ctrl+H Refresh the Grid Ctrl+P Print Ctrl+J Adjust Data function on Grid Ctrl+K Lock and unlock cells on the Grid Ctrl+M Mass Allocate Ctrl+C Copy Ctrl+V Paste Ctrl+X Cut Ctrl+E Document Attachment Ctrl+U Supporting Details Ctrl+I Instructions Ctrl+Alt+E Pie Chart View in Task List Status Ctrl+Alt+G Gantt Chart View in Task List Status Alt+R Previous Incomplete (In Task List Wizard) Alt+E Next Incomplete (In Task List Wizard) Alt+P Previous task (In Task List Wizard) Alt+N Next Task (In Task List Wizard) Alt+H Task List Status Home Page Ctrl+Alt+C Focus on the Completed checkbox (if enabled) in Task list Wizard Member Selector Keyboard Equivalents for Auto Predict

Table 2-62 Member Selector

Keys Action Down Arrow and Up Arrow Navigate in the tree Enter / Space key Highlight node in order to perform an operation on the node. (Do this prior to performing any operation on a node.)

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Table 2-62 (Cont.) Member Selector

Keys Action Shift + s Select member Shift + f Launch function selector Shift + i Include function Shift + d Remove member from Selections list Right Arrow Expand a node Left Arrow Collapse a node Shift + Up Arrow / Shift + Down Arrow Select multiple nodes Up Arrow and Down Arrow Navigate in the function selection menu and global menus Alt + C Cancel button Alt + O OK button Predictive Planning Keyboard Equivalents

Notes: • For Firefox, where Alt+[key] is defined, the Shift key must also be used. • To move from cells in a grid to the member selector drop-down list, the first control in the Results panel, press Alt+M. • To move the focus to the toolbar buttons, press Tab to move to the first toolbar button (Settings), and then use the Arrow keys to move to the other toolbar buttons (Paste and Close). • To enable navigation from the historical data series to future data series, use the Chart View options (click or tap Settings and then Chart View) to add both the past and future data for one of the chart series. (For example, you can use the Prediction or Trend series for this purpose. ) When focus is on the series that includes both past and future data, you can use the arrow keys to move from historical data to future data. • To enable navigation to adjusted outliers and filled-in missing values, first traverse the historical series to a point immediately before or after the adjusted value, and then use up or down arrow keys to access the adjusted values.

Table 2-63 Predictive Planning Member Selector Drop-down

Keys Action Enter Select the highlighted choice Up Arrow, Down Arrow Highlight the option item on the drop-down list in the direction of the arrow. If the drop-down list is not open, expand the drop- down list. Esc Collapse the drop-down list. If the drop-down list is already closed, this does nothing.

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Table 2-64 Predictive Planning Chart

Keys Action Tab Move focus to next component Shift+Tab Move focus to previous component Up Arrow Move focus and selection to previous data item Down Arrow Move focus and selection to next data item Left Arrow Move focus and selection to previous data item on left Right Arrow Move focus and selection to next data item on right Enter (when chart data values are selected Drill on data item, categorical axis label. (In and when legend items are selected, the Info info boxes, select series.) box is scrolled)

Table 2-65 Predictive Planning Info Boxes

Keys Action Up Arrow or Left Arrow (in RTL, Right Arrow) Scroll up through the Info Boxes Down Arrow or Right Arrow (in RTL, Left Scroll down through the Info Boxes Arrow) Home Go to the top of the Info Boxes End Go to the end of the Info Boxes

When JAWS is running, instead of using arrow keys to scroll through the Info Boxes, use Shift+Tab to go to the chart legend. From the chart legend, use the arrow keys to change the data series selection. The Info Box scrolls to match the data series selection.

Table 2-66 Predictive Planning Settings Dialog Box

Keys Action Alt+P Apply Button Alt+L Cancel Button Alt+G Select Date Ranges tab Alt+V Select Chart View tab

Table 2-67 Predictive Planning Paste Dialog Box

Keys Action Alt+S Paste Button Alt+C Cancel Button

Table 2-68 Keyboard Equivalents: Chart Toolbar

Keys Control Y Revert

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Table 2-68 (Cont.) Keyboard Equivalents: Chart Toolbar

Keys Control Q Lock Z Zoom W Chart settings = or + Zoom in one level - or _ Zoom out one level if zooming out is possible Page Up Scroll left if scrolling right is possible Page Down Scroll right if scrolling is right is possible Strategic Modeling Keyboard Equivalents

Adding Models to the Consolidation Tree • Select a model on the left side, and then press Ctrl + M to add the model to the consolidation tree. If a node is already selected in the consolidation tree, the selected model is added as a child to it. If the consolidation tree is empty, the selected model is added as a root node. If only a single model exists in the consolidation tree, pressing Ctrl+M replaces the existing model rather than adding it as a child with the selected model on the left side. • Select a model on the left side, and then press Ctrl+C. Then select a consolidation node on the left and press Ctrl+V. The selected consolidation node is added as a child of the selected consolidation node in the tree on the right side. Notes: • When a consolidation is empty, only the first method can be used to add a root consolidation node. After a root consolidation node is included, either of these methods can be used to build the consolidation tree. • If a parent-child model structure is already present on the right, Ctrl+M adds the selected model as a child of which ever model in selected on the right. • If no model exists in the tree, using Ctrl+C and Ctrl+V to copy and paste adds the model to the consolidation just as with Ctrl+M. Navigating from the Grid to the Tabs With a model open, several tabs are open when the Actions menu options are selected. To navigate from the grid to the tabs, use the defined access keystrokes. These access keystrokes are available in and out of screen reader mode.

Note:

For Firefox, where Alt+[key] is defined, the Shift key must also be used.

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Table 2-69 Navigating from the Grid to the Tabs

Keys Action Alt+ F Reach the Forecast tab Alt+B Reach the Subaccounts tab Alt+G Reach the Goal Seek tab Alt+C Reach the Scenario Manager tab Alt+A Reach the Audit Trail tab Alt+P Reach the Simulation tab

Table 2-70 Navigating in Data Cells

Keys Action Arrow Keys Navigate the data (value) cells in all directions Spacebar When the focus is on a row label cell that has a collapse/expand icon, pressing the Spacebar collapses or expands Tab and Shift+Tab Navigates on the headers, going to the next or previous row of cells if at the end of a row Home Navigates to the first data (value) cell

Note:

When navigating the column headers, the whole column of the selected header is highlighted. On selecting the row header, the whole row is highlighted.

Table 2-71 Working in the Edit Data Map Dialog Box

Keys Action ALT+n Cancel ALT+C Done Simulation for Strategic Modeling

Notes: • For Firefox, where Alt+[key] is defined, the Shift key must also be used. • To move from cells in a grid to the first control in the Simulation tab, press Alt+P. • Tab moves to the next control, Shift-Tab moves to previous control. A Forecast or Assumption chart is shown when a Forecast or Assumption object is selected in the Strategic Modeling Grid. The following keys are available for this chart control.

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Table 2-72 Forecast and Assumption Chart

Keys Action Tab Move focus to the next component Shift+Tab Move focus to the previous component Up Arrow Move focus and selection to the previous data item Down Arrow Move focus and selection to the next data item Left Arrow Move focus and selection to the previous data item on the left Right Arrow Move focus and selection to the previous data item on the right

The Forecast Metric Info Boxes are shown below the Forecast chart. The following keys are used to navigate the boxes.

Table 2-73 Forecast Metric Info Box Navigation

Keys Action Up Arrow or Left Arrow (in RTL, Right Arrow) Scroll up through the Info Boxes Down Arrow or Right Arrow (in RTL, Left Arrow) Scroll down through the Info Boxes Home Go to the top of the Info Boxes End Go to the end of the Info Boxes

To edit a Metric box, press Tab to move its … Icon, and then press Enter to select an edit option. After the edit option is selected, the following keys apply.

Table 2-74 Metric Info Box Editing

Keys Action Enter Commit Edits (OK) button Escape Cancel Edit Button

Input boxes for assumption parameters appear below the assumption chart. After entering values, press Enter to update the chart.

Table 2-75 Assumption Chart Parameters

Keys Action Enter Commit Edits (OK) button Escape Cancel Edit Button

The distribution select panel appears after selecting the Set Assumption button. A list of possible distributions is shown.

Table 2-76 Distribution Select Parameters

Keys Action Tab and Shift-Tab Select next or previous distribution

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Table 2-76 (Cont.) Distribution Select Parameters

Keys Action Enter Select Distribution for use with Assumption

Table 2-77 Select Simulation Object Dialog Box

Keys Action Enter, Enter Pressing Enter two times with focus on an object list item selects the list item, moves focus to the simulation object in the grid, and closes the dialog box. Escape Cancel dialog box Alt+X Clear the search field Down Arrow With focus on the object list tree, moves focus to the tree item below Up Arrow Moves focus in the object list tree to the tree item above Left Arrow With focus on the object list tree, on an expanded folder (Assumptions, Forecasts), collapses the item. Otherwise, moves focus to the list item above. The action is swapped with Right Arrow in RTL locales. Right Arrow With focus on the object tree list, on an expanded folder (Assumptions, Forecasts), expands the item. Otherwise, moves focus to the item above. The action is swapped with Left Arrow in RTL locales. Tab Navigate to next focus-able element in the pop-up dialog box (Search edit field, object list, Close) Shift+Tab Navigate to previous focus-able element in the dialog box

Table 2-78 All Simulation Menus

Keys Action Enter Selects the menu item Down Arrow Moves focus to the menu item below Up Arrow Moves focus to the menu item above

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Sales Planning Keyboard Equivalents

Table 2-79 Predictive Planning Sales Planning Keyboard Equivalents

Keys Action Ctrl+Shift+Alt+Y Brings the focus out of the grid and sets it to the first widget©s Refresh icon in the widget toolbar. On subsequent uses of the keys, the focus cycles through the Refresh icons of each widget present in the dashboard. You can then use the tab key to move the focus to other dashboard controls. You can also click on a cell in a grid (in any widget) and then use these keys. In this case, the focus is set to the first widget©s Refresh icon, and cycles through other refresh icons as explained previously.

2-41 3 Data Management

Related Topics • Accessibility Features • Recommended Screen Reader Settings • Using Screen Reader Mode • Using the Tab Key • Accessibility Details Accessibility Features

Tab Indexes are provided for group boxes, text boxes, and buttons.

Tip:

To have your screen reader announce the number of items in a group box, click Alt and the Up Arrow key.

Abbreviations such as "POV" for Point of View are used across screens. Screen readers will read them as "POV" instead of "pee-oh-vee". To add abbreviation equivalents to the screen reader dictionary, so that you can replace "POV" with "Point of View" , refer to your screen reader documentation. Recommended Screen Reader Settings

• Turn PC Cursor Mode ON when tabbing through read-only fields in a table. • Turn PC Cursor Mode OFF when entering data in editable fields. Using Screen Reader Mode

Note the following: • Use buttons, radio buttons, and check boxes for selection. • Click icons for additional information. • When a popup such as a confirmation of information message appears after you save or launch a rule, use the Down Arrow keys to read the message after the screen reader announces the popup.

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Using the Tab Key

The default tab order is from left to right, and top to bottom. Accessibility Details

The following topics contain detailed information about accessibility. Activating Keyboard Shortcuts in Browsers

Table 3-1 Activating Keyboard Shortcuts in Various Browsers

Browser Activation Keyboard Shortcuts Microsoft Edge Chromium Alt+Mnemonic Mozilla Firefox Alt+Shift+Mnemonic Google Chrome Alt+Mnemonic Setup and Configure-System Settings

Table 3-2 Setup and Configure-System Settings

Mnemonic Action S Saves the edit. C Cancels the edit. Setup and Configure-Application Settings

Table 3-3 Setup and Configure-Application Settings

Mnemonic Action S Saves the edit. C Cancels the edit. Setup and Configure-User Settings

Table 3-4 Setup and Configure-User Settings

Mnemonic Action S Saves the edit. C Cancels the edit.

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Setup and Configure-Oracle NetSuite Source Connection Authentication Types

Table 3-5 Setup and Configure-Oracle NetSuite Source Connection Authentication Types

Keyboard Equivalent Action Left Arrow and Right Arrow Toggle between user-based or token authentication types. Tab Navigate between entries. Setup: Register Source System

Table 3-6 Setup: Register Source System

Mnemonic Action S Saves the edit. C Cancels the edit. A Adds a blank source system row so that you can add source system detail. D Deletes the selected source system row. Setup: Register Target Application

Table 3-7 Setup: Register Target Application

Mnemonic Action S Saves the edit. C Cancels the edit. A Two Add buttons are available in the user interface. They are located as follows: 1. Target Application Summary regionÐThe first time the mnemonic A is typed on the keyboard, the control is placed in the Target Application Summary region. When you click Enter, a new target application can be selected from the Application window for registration. 2. Application (Dimension) Details regionÐThe second time the mnemonic A is typed on the keyboard, the control is placed in the Application (Dimension) Details region. When you click Enter, an additional dimension can be added for the target application.

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Table 3-7 (Cont.) Setup: Register Target Application

Mnemonic Action D Two Delete buttons are available in the user interface. They are located as follows: 1. Target Application Summary regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Target Application Summary region. When you click Enter, the selected target application is deleted (after you reconfirm the deletion by clicking OK). 2. Application (Dimension) Details regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Application (Dimension) Details region. When you click Enter, the selected dimension is deleted (after you reconfirm the deletion by clicking OK).

R Refresh metadata from the selected target application. Setup: Integration-Import Format

Table 3-8 Setup: Integration-Import Format

Mnemonic Action S Saves the edit. C Cancels the edit. A Adds a blank Import Format row so that you can specify new import format detail. D Two Delete buttons are available in the user interface. They are located as follows: 1. Import Format Summary regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Import Format region. When you click Enter, the selected import format is deleted (after you reconfirm the deletion by pressing OK). 2. Import Format Mapping regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Import Format Mapping region. When you click Enter, the selected mapping is deleted.

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Setup: Integration-Location

Table 3-9 Setup: Integration-Location

Mnemonic Action S Saves the edit. C Cancels the edit. A Adds a blank Location row so that you can specify new location detail. D Deletes the selected Location row. Setup: Integration-Period Mapping

Table 3-10 Setup: Integration-Period Mapping

Mnemonic Action S Saves the edit. C Cancels the edit. A The Add button is available on all the tabs of the user interface: · Global Mapping · Application Mapping · Source Mapping The Add button adds a blank Period Mapping row (on the tab in which the action was performed) so that you can specify new period mapping detail. D The Delete button is available on all the tabs of the user interface: · Global Mapping · Application Mapping · Source Mapping The Delete button deletes the selected Period Mapping row (on the tab in which the action was performed). Setup: Integration-Category Mapping

Table 3-11 Setup: Integration-Category Mapping

Mnemonic Action S Saves the edit. C Cancels the edit.

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Table 3-11 (Cont.) Setup: Integration-Category Mapping

Mnemonic Action A The Add button is available on all the tabs of the user interface: · Global Mapping · Application Mapping The Add button adds a blank Category Mapping row (on the tab in which the action was performed) so that you can specify new category mapping detail. D The Delete button is available on all the tabs of the user interface: · Global Mapping · Application Mapping The Delete button deletes the selected Category Mapping row (on the tab in which the action was performed). Setup: Data Load-Logic Group

Table 3-12 Setup: Data Load-Logic Group

Mnemonic Action S Saves the edit. C Cancels the edit. A Two Add buttons are available in the user interface. They are located as follows: 1. Logic Group Summary regionÐThe first time the mnemonic A is typed on the keyboard, the control is placed in the Logic Group Summary region. When you press Enter, a blank Logic Group row is created so that you can add logic group detail. 2. Logic Items regionÐThe second time the mnemonic A is typed on the keyboard, the control is placed in the Logic Items region. When you press Enter, you can add a new logic item row.

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Table 3-12 (Cont.) Setup: Data Load-Logic Group

Mnemonic Action D Two Delete buttons are available in the user interface. They are located as follows: 1. Logic Group Summary regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Logic Group Summary region. When you press Enter, the selected logic group is deleted (after you reconfirm the deletion by pressing OK). 2. Logic Items regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Logic Items region. When you press Enter, you can delete a selected logic item (after you press OK to confirm the deletion).

Setup: Data Load-Check Rule Group

Table 3-13 Setup: Data Load-Check Rule Group

Component Mnemonic Action Check Rule Group S Saves the edit. Check Rule Group C Cancels the edit. Check Rule Group A Two Add buttons are available in the user interface. They are located as follows: 1. Check Rule Group Summary regionÐThe first time the mnemonic A is typed on the keyboard, the control is placed in the Check Rule Group Summary region. When you press Enter, a blank Check Rule Group Summary row is created so that you can add check rule group detail. 2. Rule Item Details regionÐThe second time the mnemonic A is typed on the keyboard, the control is placed in the Rule Item Details region. When you press Enter, a blank rule item is created in which you can specify check rule item detail.

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Table 3-13 (Cont.) Setup: Data Load-Check Rule Group

Component Mnemonic Action Check Rule Group D Two Delete buttons are available in the user interface. They are located as follows: 1. Check Rule Group Summary regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Check Rule Group Summary region. When you press Enter, the selected check rule group is deleted (after you press OK to confirm the deletion). 2. Rule Item regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Rule Item region. When you press Enter, you can delete a selected rule item row (after you reconfirm the deletion by pressing OK).

Rule Logic A Two Add buttons are available in the user interface. They are located as follows: 1. Rule Summary regionÐThe first time the mnemonic A is typed on the keyboard, the control is placed in the Rule Summary region. When you press Enter, a blank Logic Rule row is created so that you can add logic rule detail. 2. Display Summary regionÐThe second time the mnemonic A is typed on the keyboard, the control is placed in the Display Summary region. When you press Enter, a blank Display Rule row is created in which you can specify display rule detail.

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Table 3-13 (Cont.) Setup: Data Load-Check Rule Group

Component Mnemonic Action Rule Logic D Two Delete buttons are available in the popup. They are located as follows: 1. Rule Summary regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Rule Summary region. When you press Enter, the selected Logic Rule row is deleted (after you reconfirm the deletion by pressing OK). 2. Display Summary regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Display Summary region. When you press Enter, you can delete a selected Display Rule row (after you reconfirm the deletion by pressing OK).

Setup: Data Load-Check Entity Group

Table 3-14 Setup: Data Load-Check Entity Group

Mnemonic Action S Saves the edit. C Cancels the edit. A Two Add buttons are available in the user interface. They are located as follows: 1. Check Entity Group Summary regionÐThe first time the mnemonic A is typed on the keyboard, the control is placed in the Check Entity Group Summary region. When you press Enter, a blank Check Entity Group row is created so that you can add check entity group detail. 2. Entity Details regionÐThe second time the mnemonic A is typed on the keyboard, the control is placed in the Entity Details region. When you press Enter, a blank row is created so that you can specify entity detail information.

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Table 3-14 (Cont.) Setup: Data Load-Check Entity Group

Mnemonic Action D Two Delete buttons are available in the user interface. They are located as follows: 1. Check Entity Group Summary regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Logic Group Summary region. When you press Enter, the selected Check Entity group is deleted (after you reconfirm the deletion by pressing OK). 2. Entity Details regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Entity Details region. When you press Enter, you can delete a selected Entity row (after you reconfirm the deletion by pressing OK).

Setup: Reports-Report Definition

Table 3-15 Setup: Reports-Report Definition

Component Mnemonic Action Reports S Saves the edit. Reports C Cancels the edit. Reports A Two Add buttons are available in the user interface. They are located as follows: 1. Report Header regionÐThe first time the mnemonic A is typed on the keyboard, the control is placed in the Report Header region. When you click Enter, a blank Report Definition row is created so that you can add detail. 2. Report Parameter regionÐThe second time the mnemonic A is typed on the keyboard, the control is placed in the Report Parameters region. When you click Enter, you can add report parameters.

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Table 3-15 (Cont.) Setup: Reports-Report Definition

Component Mnemonic Action Reports D Two Delete buttons are available in the user interface. They are located as follows: 1. Report Header regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Report Header region. When you click Enter, the selected report definition is deleted. (System supplied reports cannot be deleted. Only custom reports created by a user can be deleted.) 2. Report Parameter regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Report Parameters region. When you click Enter, you can delete report parameters.

Report Group S Saves the edits. Report Group C Cancels the edits. Report Group A Adds a blank report group row so that you can specify new report group detail. Report Group D Deletes a selected report group row. (System supplied report groups cannot be deleted. Only custom report groups created by a user can be deleted.) Setup: Batch-Batch Definition

Table 3-16 Setup: Batch-Batch Definition

Component Mnemonic Action Batch S Saves the edit. Batch C Cancels the edit.

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Table 3-16 (Cont.) Setup: Batch-Batch Definition

Component Mnemonic Action Batch A Two Add buttons are available in the user interface. They are located as follows: 1. Batch Definition Summary Header regionÐThe first time the mnemonic A is typed on the keyboard, the control is placed in the Batch Definition Summary Header region. When you click Enter, a blank Batch Definition row is created so that you can add detail. 2. Batch Jobs regionÐThe second time the mnemonic A is typed on the keyboard, the control is placed in the Batch Jobs region. When you click Enter, you can add rule details for the batch.

Batch D Two Delete buttons are available in the user interface. They are located as follows: 1. Batch Definition Summary regionÐThe first time the mnemonic D is typed on the keyboard, the control is placed in the Batch Definition Summary region. When you click Enter, the selected batch definition is deleted. 2. Batch Jobs regionÐThe second time the mnemonic D is typed on the keyboard, the control is placed in the Batch Jobs region. When you click Enter, you can delete a batch job.

Batch Group S Saves the edits. Batch Group C Cancels the edits. Batch Group A Adds a blank batch group row so that you can specify new batch group detail. Batch Group D Deletes a selected batch group row.

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Workflow: Data Load-Data Load Rule

Table 3-17 Workflow: Data Load-Data Load Rule

Mnemonic Action S Saves the edit. C Cancels the edit. A Adds a blank Data Load Rule row so that you can specify new rule detail. D Deletes the selected Data Load Rule row (after you reconfirm the deletion by pressing OK). R Refreshes the status of the executed rule. E Launches a small window that shows the run-time parameters for the execution of a selected data load rule. Workflow: Data Load-Data Load Mapping

Table 3-18 Workflow: Data Load-Data Load Mapping

Component Mnemonic Action All Mappings tab S Saves the edit. All Mappings tab C Cancels the edit. Explicit / Between / In / Multi S Saves the edit. Dimension / Like Tabs Explicit / Between / In / Multi C Cancels the edit. Dimension / Like Tabs Explicit / Between / In / Multi A Adds a blank Mapping row so Dimension / Like Tabs that you can specify new mapping details. Explicit / Between / In / Multi D Deletes the selected mapping Dimension / Like Tabs row (after you reconfirm the deletion by pressing OK). Explicit / Between / In / Multi F Refreshes values from the Dimension / Like Tabs source system. Workflow: Other-Report Execution

Table 3-19 Workflow: Other-Report Execution

Mnemonic Action E Launches a small window that shows the run-time parameters for the execution of a selected report.

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Workflow: Monitor-Process Details

Table 3-20 Workflow: Monitor-Process Details

Mnemonic Action R Refreshes the status of the selected Process ID.

3-14 4 Calculation Manager

Related Topics • Enabling Accessibility for Calculation Manager • Enabling High Contrast • Navigating in the Script Editor • Configuring for JAWS • Working in Accessibility Mode • Calculation Manager Keyboard Equivalents Enabling Accessibility for Calculation Manager

When you enable accessibility for Calculation Manager, preference screen readers, magnifiers, and other tools work with Calculation Manager. If accessibility is not enabled, accessibility tools cannot use most of Calculation Manager. If you change this setting during a session, you must restart your browser to enable the changes. Oracle supports the current versions of the JAWS screen reader and the MAGic screen magnifier. For additional information, refer to the documentation included with these products.

Note:

Oracle does not recommend using JAWS and MAGic simultaneously or using MAGic as a screen reader. If you are using JAWS Screen Reading Software, we recommend using the Edge Chromium browser.

To enable accessibility for Calculation Manager:

1. On the Home page, click the Accessibility Settings icon at the top of the page. 2. In the Accessibility Settings dialog box, select Screen Reader Mode, and then click OK. Enabling High Contrast

To enable high contrast: 1. On the Home page, click the Accessibility Settings icon at the top of the page. 2. In the Accessibility Settings dialog box, select High Contrast, and then click OK.

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Navigating in the Script Editor

To exit the Script Editor and forward navigate, press [ESC], and then press [Tab]. To exit the Script Editor and reverse navigate to move among the tabs at the top of the editor, place the cursor in the left-most position of the first line, and then press [Shift] + [Tab]. Configuring for JAWS

Set JAWS preferences to react to UI updates. MAGic does not require configuration settings for Calculation Manager. To configure for JAWS: • Disable Forms Mode Auto Off in JAWS To disable Forms Mode Auto Off: 1. Select Utilities, then Settings Center. 2. From the tree, select Forms Mode. 3. Under Select Forms Mode, select Manual. • Disable the Virtual PC Cursor when using DHTML applications, and enable it when reading regular documents To set the default state of the cursor, do either of these tasks: – Use the shortcut key Ctrl-Alt-NumPadPlus to toggle Virtual PC Cursor. – Select Utilities, an then Settings Center; then, from the tree, select Miscellaneous, and then Use Virtual PC Cursor. • Disable the Control Group Name preference in JAWS Verbosity Options This prevents redundant reading of controls caused by the way the user interface is laid out. To disable the Control Group Name preference: 1. Select Utilities, and then Settings Center. 2. From the tree. select Speech Verbosity. 3. Under Configure Verbosity Levels, select Beginner (or whichever verbosity level is selected), and then Control Group Name. Working in Accessibility Mode

Following is a list of suggestions for working in Calculation Manager in accessibility mode: • On the Planning Home page, click Navigator, then under Create and Manage, click Rules to access Calculation Manager. In Calculation Manager, press the access key 'Q' to navigate to the modules within Calculation Manager (such as the Database Properties, the Variable Designer, and so on).

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• After navigating to Calculation Manager, to get to the main content area, press ALT+W to bring the focus to the System View. Use the Tab key to navigate to the product nodes (for example, the Planning node). • In the System View, the View menu can be expanded only by selecting ALT+W. To navigate to the Select View menu, use the Tab key, and to navigate to the views within it, use the Down arrow key. • When using submenus in Calculation Manager, mnemonic short cuts for the submenus work only when you enter the submenu. After you expand the primary menu using the mnemonic short cut, you need to select the Right Arrow key (that is, ->) to enter the sub menu. After you access the submenu. the first option is selected by default; from there, you can use defined mnemonics to navigate in the submenu. • To navigate in look ups, press ALT+SHIFT+H when the lookup loads. Then press the Tab key to move the focus to the tree table column header, and press the Down Arrow key to select the first row/member. • Press SHIFT+DOWN ARROW to select multiple items. To deselect or select multiple items, press SHIFT+CTRL+DOWN ARROW/UP ARROW. Working Within the Business Rule Map

To add business rule objects to the rule map when JAWS is active: • Navigate the list of New Objects and Existing Objects palette and select the object (via checkbox) • Press Ctrl + C to copy the object to the clipboard • Press Ctrl + M to move focus to the Designer frame • Press Tab to select the rule map (area will show outline highlight) • Press Insert + Z to turn off Virtual PC Cursor (JAWS will announce it has been turned off) • Use the left and right arrow keys to move focus in the rule map • Press T to paste the object into the rule map (new object will be pasted to the left of the current position) To add business rule objects to the rule map when JAWS is not active: • Navigate the list of New Objects and Existing Objects palette and select the object (via checkbox) • Press Ctrl + C to copy the object to the clipboard • Press Ctrl + M to move focus to the Designer frame • Use the left and right arrow keys to move focus in the rule map • Press T to paste the object into the rule map (new object will be pasted to the left of the current position) To delete a component from a business rule map, with the object selected press the Delete key. Using the Tab Key in the User Interface

The default tab order in the Calculation Manager user interface flows from left to right and top to bottom. The component order is: toolbar, search control, object palette, content area, and content area (bottom) tab bar. The tab order loops in both directions so that tabbing from the

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last item focuses on the first item, and reverse-tabbing from the first item focuses on the last item. Calculation Manager Keyboard Equivalents

These sections describe the access and accelerator keys within Calculation Manager. Context Menu Keys

To invoke the context menu on nodes, press Ctrl+Alt+M. Custom View Keys

From the Existing Objects palette, you can select objects and press CTRL+SHIFT+C to copy the objects. Then you can select the location into which you want to copy the objects in the main content area, and press CTRL+SHIFT+P to copy the selected objects into the selected folder. In the main content area of the Custom view, you can press CTRL+SHIFT+X to select objects in a folder. Then select another folder and press CTRL+SHIFT+P to move the selected objects from the first folder to the second folder. Rule Designer Keys

Table 4-1 Rule Designer Keys

Task Accelerator Key Within the Rule Designer New object Ctrl+Shift+N Save Ctrl+S Save as Ctrl+Shift+S Export Ctrl+Shift+X Print Ctrl+Shift+P Member Range and Data Range grids Invoke Comment dialog for the selected dimension Alt+Shift+M Reset grid Alt+G Copy from palette and paste into the business rule flow chart Drag from Existing and New objects palette Ctrl+C Focus on the flow chart Ctrl+M Drop or paste by copy T Paste by reference R Paste in Else part of a condition component W Copy and paste within a business rule flow chart Move all of the selected nodes© focus to the top of each A selected node©s column. (The selection is not preserved.) Move all of the selected nodes© focus to the bottom of Shift+A each selected node©s column. (The selection is not preserved.)

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Table 4-1 (Cont.) Rule Designer Keys

Task Accelerator Key Go to any of the following items: B 1. condition, if it's a node after End-if 2. member block, if it's an end-member block node 3. member range, if it's an end-member range node 4. data range if it's an end-data range node

Copy C Deselect all nodes that are part of the group selection, D but keep the focus and highlight the last node. Go to any of the following items: E 1. node after end-if node, if it's a condition node 2. end-member block, if it's a member block 3. end-member range, if it's a member range 4. data range, if it's an end-data range node

Put focus on the begin node F Add selected node to the group selection G Invoke hot key list dialog H Copy existing component in the designer and drop it into I the Else part of the condition Put focus on the end node L Go to the Else-condition node only if it's a condition N node Move the last selected node©s focus to the top of its P column and preserve the selection Move only the last node©s focus to the top of its column O Drop or paste by copy T Remove a node from the group selection U Paste V Copy from the palette and drop into the Else part of the W condition Moves component within the business rule flow chart X Go to next If condition or move out of condition Y Undo Z Zoom out 1 Zoom in 2 Script component/editor Toggle line number display Ctrl+L Member selector Ctrl+B Member selector with range Ctrl+J Function selector Ctrl+U Variable selector Ctrl+G Smartlist selector Ctrl+M Edit template Ctrl+H

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Table 4-1 (Cont.) Rule Designer Keys

Task Accelerator Key Design time prompt selector Ctrl+E Trigger auto suggest Ctrl+Space Trigger auto complete Shift+Space Comment Ctrl+/ Uncomment Ctrl+Alt+/ Copy Ctrl+C Paste Ctrl+V Cut Ctrl+X Undo Ctrl+Z Format Ctrl+Alt+O Verify syntax Ctrl+Alt+S Hide comments Ctrl+Q Display comments Ctrl+W Toggle wrap line Ctrl+Alt+T Toggle code complete Ctrl+Alt+D Focus on Go to Line text box Ctrl+I Focus on Find text box Ctrl+Alt+F Replace dialog Ctrl+Alt+R Find next Ctrl+Alt+N Find previous Ctrl+Alt+P Ruleset Designer Keys

Table 4-2 Ruleset Designer Keys

Task Access Key Accelerator Key Existing objects context menu Refresh R Ctrl+H Ruleset tree toolbar Save S Ctrl+S Validate and save I Ctrl+Shift+I Validate V Ctrl+Shift+A Deploy D Ctrl+Shift+D Validate and deploy Y Ctrl+Shift+Y Save As A Ctrl+Shift+S Export X Ctrl+Shift+X Print P Ctrl+Shift+P Ruleset tree toolbar icons Remove R None available Move up U Crtl+Shift+U Move down W Ctrl+Shift+D Ruleset tree drag and drop

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Table 4-2 (Cont.) Ruleset Designer Keys

Task Access Key Accelerator Key Drag from Existing and New None available Ctrl+C Objects palette Paste into flow chart None available Ctrl+V Script Debugger Keys

Table 4-3 Script Debugger Keys

Task Access Key Accelerator Key Action, Edit Ctrl+Shift+U None available Script Debugger Navigate to script section Alt+S None available Navigate to properties (current Alt+P None available members and break point ) section Navigate to current values Alt+U None available section Start/resume Debug Ctrl+Shift+R None available Cancel Debug Ctrl+Shift+N None available Insert Break Point Ctrl+B None available Remove Break Point Ctrl+B None available Insert Condition Ctrl+Shift+O None available Remove Condition Ctrl+O None available Edit Condition Ctrl+Q None available Context Menu Start Debug None available T Add Break Point None available B Remove Break Point None available P Add Condition None available A Edit Condition None available E Remove Condition None available R Script Designer Keys

Table 4-4 Script Designer Keys

Task Accelerator Key Script Designer Action Menu, Save Ctrl+S Action Menu, Save As Ctrl+Shift+S Action Menu, Validate Ctrl+Shift+V Action Menu, Validate and Save Ctrl+Shift+I Action Menu, Export Ctrl+Shift+P

4-7 Chapter 4 Calculation Manager Keyboard Equivalents

Table 4-4 (Cont.) Script Designer Keys

Task Accelerator Key Script Component/Editor Toggle line number display Ctrl+L Member selector Ctrl+B Member selector with range Ctrl+J Function selector Ctrl+U Variable selector Ctrl+G Smartlist selector Ctrl+M Edit template Ctrl+H Design time prompt selector Ctrl+E Trigger auto suggest Ctrl+Space Trigger auto complete Shift+Space Comment Ctrl+/ Uncomment Ctrl+Alt+/ Copy Ctrl+C Paste Ctrl+V Cut Ctrl+X Undo Ctrl+Z Format Ctrl+Alt+O Verify syntax Ctrl+Alt+S Hide comments Ctrl+Q Display comments Ctrl+W Toggle wrap line Ctrl+Alt+T Toggle code complete Ctrl+Alt+D Move the focus to the Go to Line text box Ctrl+I Move the focus to the Find text box Ctrl+Alt+F Replace dialog Ctrl+Alt+R Find next Ctrl+Alt+N Find previous Ctrl+Alt+P

4-8 5 Financial Reporting

Related Topics • Accessibility for Financial Reporting Accessibility for Financial Reporting

Table 5-1 Accessibility for Financial Reporting

Key Action CTRL+F6, followed by Tab To select a report in books and batches, if the focus is on the whole list. Enter To show a report, if the report is selected in the list. Member Selection Arrow keys Navigate through open members, if the focus is on option. Enter To open or close tree node, if the focus is on the +/- sign or an open/ close folder image. POV Bar Tab Navigate through dimension buttons, if focus is on whole POV bar. Enter Used to launch member selection dialog. Import Financial In the Import dialog, when the focus is on a frame, press Ctrl+F6 to Reporting Documents enter a frame, then press Tab to select the first focusable item. Dialog Box Annotations Ctrl+B Access the area that displays annotation information associated with the report. Ctrl+Shift+2 Setting to adjust the size of the annotation pane and content area. Hiding the annotation pane provides a larger content frame in which to use . Select View, then View Annotations to hide/display the Annotation pane.

5-1 6 Predictive Planning in Smart View

Related Topics • Enabling Accessibility for Predictive Planning in Smart View • Predictive Planning in Smart View Accessibility Features • Keyboard Equivalents for the Predict Ribbon • Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes Enabling Accessibility for Predictive Planning in Smart View

Accessibility is the extent to which products, systems, and so on can be used by people with a wide range of disabilities. Specifically, accessibility is the ability of products to support the needs of users with visual impairments—including blindness, partial sight (low vision), and color blindness—and motor impairments that prevent them from using a mouse or a standard keyboard. Predictive Planning supports accessibility at all times through keyboard shortcuts and other means. Users who require additional support can activate Accessibility mode with the following features: • Series or other distinctions in charts have different patterns, not just different colors. • Accessible text is provided in blank charts to indicate whether data is available or why it is not. • Microsoft Excel charts are included in reports by default and values of the chart series are written out to the report spreadsheet. To activate Accessibility mode in Predictive Planning in Oracle Smart View for Office:

1. Select Options in the Predictive Planning ribbon. 2. Select Enable accessibility options. 3. Click OK.

Note:

To deactivate Accessibility mode in Predictive Planning in Smart View, clear the Enable accessibility options selection in the Options dialog.

Predictive Planning in Smart View Accessibility Features

This section describes specific accessibility features in Predictive Planning for Oracle Smart View for Office that may differ from other Planning features.

6-1 Chapter 6 Keyboard Equivalents for the Predict Ribbon

Using the Tab and Arrow Keys in the Predictive Planning User Interface

The main Predictive Planning options are accessed with keyboard equivalents. After a menu is open, the Tab key or Down Arrow key highlights commands in a circular sequence (tabbing from the last item moves focus to the first item). Using Shift+Tab or the Up Arrow highlights commands in the opposite direction. Tab Order in Dialogs

Default tab order in the Predictive Planning dialogs flows from left to right, top to bottom. Tab can be used to access the first cell of a table or subwindow of a dialog, but then arrow keys are needed to move to additional cells or items in the subwindow. Keyboard Equivalents for the Predict Ribbon

In Oracle Smart View for Office and Planning, use Alt+y, p to display the Predict ribbon. Then, use Alt+b to select the ribbon. With the Predict ribbon selected, use the keys in Table 1 to select ribbon icons.

Note:

For other keyboard equivalents used by Predictive Planning, see Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes.

Note:

Oracle tries to avoid keyboard equivalent conflicts; if a key combination is the same as one on a Microsoft Excel menu, you can use the Down Arrow key to access the command you want. Commands are listed in the same order in which they are displayed onscreen.

Table 6-1 Keyboard Equivalents for Predictive Planning Ribbon Buttons

Press Alt-b, Then These Keys Action s Set Up Form; opens the Set Up Form dialog for administrators and users whose roles allow them to modify Planning forms p, p Predict; runs a Predictive Planning prediction p, m Quick Predict for selected members p, q Quick Predict to selected cells c Comparison Views; displays predefined comparison views; use the Up and Down Arrow keys to move through the list of views

6-2 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-1 (Cont.) Keyboard Equivalents for Predictive Planning Ribbon Buttons

Press Alt-b, Then These Keys Action e Edit Current View; modifies the currently displayed comparison chart view n New View; creates a new comparison chart view m Manage Views; enables you to edit, rename, remove, or reorder any built-in or custom view f Filter Results; displays results that meet certain criteria t Paste Results; enables you to copy prediction results into a scenario on the form r Create Report; provides information about selected members d Extract Data; builds tables of prediction results h Help; displays the online Predictive Planning User©s Guide h, l Launch Crystal Ball; runs Oracle Crystal Ball if available o Options; enables you to select and clear general Predictive Planning option settings for the current session Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

The tables in this topic list keyboard equivalents that apply to Predictive Planning dialog boxes. For ribbon keyboard equivalents, see Keyboard Equivalents for the Predict Ribbon. See Keyboard Equivalents for Dialog Controls Without Labels or Alt Activations, General Users for keyboard equivalents for dialog controls without labels. If your security role enables you to set up a form for use with Predictive Planning, see Keyboard Equivalents for Set Up Form Dialog. Keyboard Equivalents for Labeled Dialog Controls, General Users

The tables in this section are for all users of Predictive Planning and include keys for the following: • Table 1 • Table 2 • Table 3 • Table 4 • Table 5 • Table 6 • Table 7

6-3 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

• Table 8 • Table 9 • Table 10 • Table 11 • Table 12 • Table 13 • Table 14 • Table 15 • Table 16 • Table 17 • Table 18 • Table 19 • Table 20 • Table 21 • Table 22

Table 6-2 Keyboard Equivalents: All Dialog Boxes for General Users

Keys Button Alt+h, or F1 Help Alt+r Reset Alt+o OK Alt+c, or Esc Cancel

Table 6-3 Keyboard Equivalents: Run Confirmation Dialog Controls

Keys Button Alt+a Change member selection (Table 3) Alt+n Change historical data (Table 4) Alt+g Change prediction range (Table 4) Alt+r Run prediction

Table 6-4 Keyboard Equivalents: Change Member Selection Dialog Controls

Keys Control Alt+p Prediction type Alt+k Skip ©read only© members Alt+a Clear All Alt+s Select All Alt+r Reset

6-4 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-5 Keyboard Equivalents: Change Historical Data and Change Prediction Range Dialog Controls

Keys Control Alt+s Start year Alt+t Start period Alt+e End year Alt+n End period

Table 6-6 Keyboard Equivalents: Edit View and New View Dialog Controls

Keys Control Alt+v View Name Alt+a Auto Alt+s Add Scenario Alt+p Add Prediction Alt+t Add Trend Line Alt+e Remove

Table 6-7 Keyboard Equivalents: Add Prediction Data Dialog Controls

Keys Control Alt+p Prediction (current) Alt+r Prediction worst case Alt+e Prediction best case Alt+d Prediction fit line

Table 6-8 Keyboard Equivalents: Add Trend Line Dialog Controls

Keys Control Alt+l Linear trend line Alt+r Growth rate Alt+p _ % per _ Alt+u Use compounding

Table 6-9 Keyboard Equivalents: Manage Views Dialog Controls

Keys Button Alt+e Edit Alt+r Rename Alt+v Remove

6-5 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-10 Keyboard Equivalents: Rename View Dialog Controls

Keys Action Alt+e Enter a name for the view

Table 6-11 Keyboard Equivalents: Filter Results Dialog Controls

Keys Control Alt+a Add row

Table 6-12 Keyboard Equivalents: Paste Results Button, Lower Half

Keys Action: Paste Results for Alt+t Current member Alt+a All members Alt+f Filtered members Alt+s Selected members

Table 6-13 Keyboard Equivalents: Paste Results Dialog Controls

Keys Control Alt+r From Alt+t To: Scenario Alt+e Entire range Alt+f First _ periods on form

Table 6-14 Keyboard Equivalents: Create Report Dialog Controls

Keys Control Alt+a All members Alt+f Filtered members Alt+m Selected members Alt+p Preferences

Table 6-15 Keyboard Equivalents: Report Tab of the Report Preferences Dialog, Report Summary Details

Keys Control Alt+e Report sections list; first selection is Report Summary with the following Details selections: Alt+r Report title Alt+u Run date, time Alt+d Data attributes

6-6 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-15 (Cont.) Keyboard Equivalents: Report Tab of the Report Preferences Dialog, Report Summary Details

Keys Control Alt+n Run preferences Alt+p Prediction results

Table 6-16 Keyboard Equivalents: Report Tab of the Report Preferences Dialog, Predictor Members Details

Keys Control Alt+e Report sections list; second selection is Predictor Members with the following Details selections: Alt+r Chart Alt+p Predicted values Alt+t Statistics Alt+m Methods

Table 6-17 Keyboard Equivalents: Options Tab of the Report Preferences Dialog

Keys Control Alt+n New workbook Alt+u Current workbook Alt+t Sheet name Alt+l Include cell locations Alt+g Image Alt+e Microsoft Excel chart

Table 6-18 Keyboard Equivalents: Extract Data Dialog Controls

Keys Control Alt+a All members Alt+f Filtered members Alt+m Selected members Alt+p Preferences

Table 6-19 Keyboard Equivalents: Data Tab of the Extract Data Preferences Dialog, Results Table Details

Keys Control Alt+s Data to extract list; first selection is Results Table with the following Details selections: Alt+d Past data

6-7 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-19 (Cont.) Keyboard Equivalents: Data Tab of the Extract Data Preferences Dialog, Results Table Details

Keys Control Alt+f Future data

Table 6-20 Keyboard Equivalents: Data Tab of the Extract Data Preferences Dialog, Methods Table Details

Keys Control Alt+s Data to extract list; second selection is Methods Table with the following Details selections: Alt+u Accuracy Alt+e Errors Alt+a Parameters Alt+n Ranking

Table 6-21 Keyboard Equivalents: Options Tab of the Extract Data Preferences Dialog

Keys Control Alt+n New workbook Alt+u Current workbook Alt+t Sheet name Alt+a AutoFormat

Table 6-22 Keyboard Equivalents: Help Button, Right Half

Keys Action: Displays Alt+c Contents Alt+s Technical Support Alt+a About Alt+l Launch Crystal Ball; runs Oracle Crystal Ball if available

Table 6-23 Keyboard Equivalents: Options Dialog

Keys Control Alt+r Show ribbon only for valid Planning forms Alt+l Collapse rows and columns on form during filter operations Alt+t Reset; for "Do not showcheckboxes" Alt+f Format (for period and year)

6-8 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-23 (Cont.) Keyboard Equivalents: Options Dialog

Keys Control Alt+p Separator (date) Alt+e Enable accessibility options Keyboard Equivalents for Dialog Controls Without Labels or Alt Activations, General Users

Table 1 lists keyboard equivalents for controls that either have no labels or do not have a keyboard equivalent that is highlighted when you press Alt.

Table 6-24 Keyboard Equivalents for Controls without Labels or Alt Key Activation

Keys Action Ctrl+Up Arrow In the Predictive Planning panel, selects the previous member In the New View, Modify View, and Manage Views dialog box, moves a view up in order Ctrl+Down Arrow In the Predictive Planning panel, selects the next member In the New View, Modify View, and Manage Views dialog box, moves a view down in order Ctrl+p In the Predictive Planning panel, displays the Chart Preferences dialog Ctrl+z In the Predictive Planning panel, selects the Chart Scale slide control to display more or less detail in the chart Ctrl+t In the Predictive Planning panel, detaches the pane from the side of the window; same as the Pin Panel button F1 In the Predictive Planning panel, displays online Help Keyboard Equivalents for Set Up Form Dialog

The following tables in this section are for administrators and users whose roles allow them to modify Planning forms. The tables include keys for the Set Up Form dialog tabs: • Table 1 • Table 2 • Table 3 • Table 4 • Table 5

6-9 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-25 Keyboard Equivalents: Set Up Form Dialog, All Tabs

Keys Button Alt+h Help Alt+r Reset Alt+d Set Default Alt+o OK Alt+c Cancel

Table 6-26 Keyboard Equivalents: Set Up Form Dialog, Data Source Tab

Keys Control Alt+p Current Planning application Alt+u Use all historical data Alt+s Selected data range Alt+t Start year Alt+a Start period Alt+e End year Alt+n End period

Table 6-27 Keyboard Equivalents: Set Up Form Dialog, Map Names Tab

Keys Control Alt+s Scenario Alt+1 Scenario 1 Alt+2 Scenario 2 Alt+b Base case scenario Alt+w Worst case scenario Alt+e Best case scenario Alt+a Automatically paste results to prediction scenarios

Table 6-28 Keyboard Equivalents: Set Up Form Dialog, Member Selection Tab

Table 6-29 Keyboard Equivalents: Set Up Form Dialog, Options Tab

Keys Control Alt+u Automatic Alt+m Manual

6-10 Chapter 6 Predictive Planning in Smart View Keyboard Equivalents for Dialog Boxes

Table 6-29 (Cont.) Keyboard Equivalents: Set Up Form Dialog, Options Tab

Keys Control Alt+f Fill in missing values Alt+d Adjust outliers Alt+n Nonseasonal methods Alt+s Seasonal methods Alt+i ARIMA Alt+r RMSE Alt+a MAD Alt+p MAPE Alt+b Select periods based on form Alt+l Manual Alt+t Prediction interval

6-11 7 Smart View

Related Topics • About Smart View Accessibility • Enabling Accessibility for Smart View After reviewing this chapter, you are familiar working with JAWS® for Oracle Smart View for Office . • Smart View for Office 2010 Ribbon Keyboard Equivalents • Smart View for Office 2013 Ribbon Keyboard Equivalents • Smart View for Office 2016 Ribbon Keyboard Equivalents • Smart View for Office 2019 Ribbon Keyboard Equivalents • Smart View Panel Navigation The keys for navigating in the Oracle Smart View for Office Panel are displayed. About Smart View Accessibility

This chapter describes the accessibility features of Oracle Smart View for Office.

Note:

• Keyboard equivalents for provider ribbons may vary if other Office add-ins or extensions are installed. For example, the keyboard equivalent Y may become Y1 or Y2 if there are ribbons created by add-ins in addition to Smart View. • Keyboard equivalents for languages other than English may be different from those listed in the chapters in this guide.

Enabling Accessibility for Smart View

After reviewing this chapter, you are familiar working with JAWS® for Oracle Smart View for Office . Related Links: About Enabling Accessibility for Smart View Working with JAWS Enabling JAWS to Read ListView Headers

About Enabling Accessibility for Smart View You do not need to enable accessibility specifically for Smart View; it is always in accessible mode. Smart View output is in the form of Excel spreadsheets, Word documents, and

7-1 Chapter 7 Smart View for Office 2010 Ribbon Keyboard Equivalents

PowerPoint slides, which are accessible through Microsoft Office. For information about Excel, Word, or PowerPoint accessibility, refer to Microsoft Office product documentation.

Working with JAWS If you are using JAWS® Screen Reading Software: • Oracle recommends using the Microsoft Edge Chromium browser. • You must enable JAWS to read ListView headers, as described in Enabling JAWS to Read ListView Headers.

Enabling JAWS to Read ListView Headers ListViews display information in a table format within the Smart View user interface. Examples of dialog boxes that display information in the ListView format are Select Forms or Manage Journals. ListView headers are the column headings within a ListView. By default, JAWS does not read the ListView headers; however, you can enable JAWS to read them. To enable JAWS to read ListView headers:

1. Ensure that JAWS is running. 2. Within a ListView, select a row containing data, then press Insert+F2. 3. In the Run JAWS Manager dialog box, select Customize ListView and press Enter. The Customize Headers dialog box is displayed 4. In the Column Headers group, select the Speak Custom Text AND Header option. 5. Click OK to save the changes. JAWS should begin speaking the column headers in the ListView element. If this doesn't happen, restart the Office application. Smart View for Office 2010 Ribbon Keyboard Equivalents

Related Topics • Smart View Ribbon Keyboard Equivalents for Excel 2010 Displays the keyboard equivalents for items on the Smart View ribbon in Excel 2010. • Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2010 Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Word and PowerPoint 2010. • Planning Ribbon Keyboard Equivalents for Excel 2010 Displays the keyboard equivalents for items on the Planning ribbon for Excel 2010. • Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010 Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2010.

7-2 Chapter 7 Smart View for Office 2010 Ribbon Keyboard Equivalents

Smart View Ribbon Keyboard Equivalents for Excel 2010

Displays the keyboard equivalents for items on the Smart View ribbon in Excel 2010.

Table 7-1 Smart View Ribbon Keyboard Equivalents for Excel 2010 (assumes Smart View ribbon is Alt+S)

Keys Action Alt+S Display Smart View ribbon Alt+S+P Panel Alt+S+C Connections Alt+S+C+T Connections, Active Connections Alt+S+C+E Connections, Reset to Default Connection Alt+S+C+O Connections, Reporting and Analysis Document Alt+S+C+O+E Connections, Reporting and Analysis Document, Edit Alt+S+C+O+C Connections, Reporting and Analysis Document, Edit Connection Alt+S+C+U Connections, Recently Used Alt+S+Y+E+N Undo Alt+S+Y+E+D Redo Alt+S+Y+E+C Copy Alt+S+Y+E+V Paste Alt+S+U Functions Alt+S+U+M Functions, Manage POV Alt+S+U+B Functions, Build Function Alt+S+U+F Functions, Fix Links Alt+S+U+Z Functions, Visualize Alt+S+U+Z+E Functions, Visualize, Excel Alt+S+Y+2+R Refresh, Refresh Alt+S+Y+2+S Refresh, Refresh All Worksheets Alt+S+Y+3 Submit Data Alt+S+S Options Alt+S+H Help Alt+S+H+C Help, Contents Alt+S+H+P Help, Oracle User Productivity Kit Alt+S+H+S Help, Technical Support Alt+S+H+D Help, Documentation Alt+S+H+E Help, Health Check Alt+S+H+Z Help, About Alt+S+F Sheet Info Alt+S+R+M More Alt+S+R+M+G More, Migrate Active Workbook (Financial Management) Alt+S+R+M+B More, Migrate Batch (Financial Management) Alt+S+R+M+R More, Migrate Active Workbook (Hyperion Enterprise) Alt+S+R+M+E More, Migrate Batch (Hyperion Enterprise)

7-3 Chapter 7 Smart View for Office 2010 Ribbon Keyboard Equivalents

Table 7-1 (Cont.) Smart View Ribbon Keyboard Equivalents for Excel 2010 (assumes Smart View ribbon is Alt+S)

Keys Action Alt+S+R+M+I More, Insert Connection List Alt+S+R+M+P More, Import Metadata Alt+S+Y+3, if not connected to data source Start Diagnostics; Stop Diagnostics Alt+S+Y+4, when connected to data source Alt+S+Y+4, if not connected to data source Clear Diagnostics Folder Alt+S+Y+5, when connected to data source Alt+S+Y+5, if not connected to data source Take Screenshot Alt+S+Y+6, when connected to data source Alt+S+Y+6, if not connected to data source Create Archive Alt+S+Y+7, when connected to data source Alt+S+Y+7, if not connected to data source Diagnostics Options Alt+S+Y+8, when connected to data source Alt+S+Y+8, if not connected to data source Save Document Alt+S+Y+9, when connected to data source Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2010

Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Word and PowerPoint 2010.

Table 7-2 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2010 (assumes Smart View ribbon is Alt+Y+1)

7-4 Chapter 7 Smart View for Office 2010 Ribbon Keyboard Equivalents

Table 7-2 (Cont.) Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2010 (assumes Smart View ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+5+S Refresh, Replace All Slides (PowerPoint) Alt+Y+1+Y+6 Visualize in Excel Alt+Y+1+S Options Alt+Y+1+H Help Alt+Y+1+H+C Help, Contents Alt+Y+1+H+P Help, Oracle User Productivity Kit Alt+Y+1+H+S Help, Technical Support Alt+Y+1+H+E Help, Documentation Alt+Y+1+H+Z Help, About Alt+Y+1+I Import Metadata (PowerPoint) Alt+Y+1+Y+A Start Diagnostics; Stop Diagnostics (Word) Alt+Y+1+Y+7 Start Diagnostics; Stop Diagnostics (PowerPoint) Alt+Y+1+Y+B Clear Diagnostics Folder (Word) Alt+Y+1+Y+8 Clear Diagnostics Folder (PowerPoint) Alt+Y+1+Y+C Take Screenshot (Word) Alt+Y+1+Y+9 Take Screenshot (PowerPoint Alt+Y+1+Y+D Create Archive (Word) Alt+Y+1+Y+A Create Archive (PowerPoint) Alt+Y+1+Y+E Diagnostics Options (Word) Alt+Y+1+Y+B Diagnostics Options (PowerPoint) Alt+Y+1+Y+F Save Document (Word) Alt+Y+1+Y+C Save Document (PowerPoint) Planning Ribbon Keyboard Equivalents for Excel 2010

Displays the keyboard equivalents for items on the Planning ribbon for Excel 2010.

Table 7-3 Planning Ribbon Keyboard Equivalents for Excel 2010 (assumes provider ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+2 Analyze Alt+Y+1+D+R Refresh Alt+Y+1+D+R+R Refresh, Refresh Alt+Y+1+D+R+S Refresh, Refresh All Worksheets Alt+Y+1+D+O Display or Hide POV Alt+Y+1+D+A Cell Actions Alt+Y+1+D+A+E Cell Actions, Comments Alt+Y+1+D+A+P Cell Actions, Supporting Details Alt+Y+1+D+A+T Cell Actions, Attachment Alt+Y+1+D+A+H Cell Actions, History Alt+Y+1+D+L Lock

7-5 Chapter 7 Smart View for Office 2010 Ribbon Keyboard Equivalents

Table 7-3 (Cont.) Planning Ribbon Keyboard Equivalents for Excel 2010 (assumes provider ribbon is Alt+Y+1)

Keys Action Alt+Y+1+D+C Calculate Alt+Y+1+D+C+B Calculate, Business Rules Alt+Y+1+D+C+U Calculate, Rules on Form Alt+Y+1+D+U Adjust Alt+Y+1+D+U+J Adjust, Adjust Alt+Y+1+D+U+G Adjust, Grid Spread Alt+Y+1+D+U+A Adjust, Mass Allocate Alt+Y+1+D+D Drill-through Alt+Y+1+D+B Submit Data Alt+Y+1+D+M More Alt+Y+1+D+M+J More, Job Console Alt+Y+1+D+M+M More, Member Formula Alt+Y+1+D+M+I More, Instructions Alt+Y+1+D+M+F More, Offline (Planning on-premises only) Alt+Y+1+D+M+F+T More, Offline, Take Offline (Planning on-premises only) Alt+Y+1+D+M+F+Y More, Offline, Sync Back to Server (Planning on- premises only) Alt+Y+1+D+M+F+R More, Offline, Refresh Offline Definition (Planning on-premises only) Alt+Y+1+S Save Formatting Alt+Y+1+C Clear Formatting Alt+Y+1+A Apply Formatting Alt+Y+1+A+N Apply Formatting, None Alt+Y+1+A+Y Apply Formatting, Cell Styles Alt+Y+1+A+C Apply Formatting, Custom Styles Alt+Y+1+A+A Apply Formatting, Custom and Cell Styles Alt+Y+1+Y+3 Approvals Alt+Y+1+Y+4 Copy Version Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010

Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2010.

Table 7-4 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010 (assumes Planning Ad Hoc ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+2 Zoom In Alt+Y+1+Y+2+N Zoom In, Next Level Alt+Y+1+Y+2+A Zoom In, All Levels Alt+Y+1+Y+2+B Zoom In, Bottom Level

7-6 Chapter 7 Smart View for Office 2010 Ribbon Keyboard Equivalents

Table 7-4 (Cont.) Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010 (assumes Planning Ad Hoc ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+3 Zoom Out Alt+Y+1+Y+4 Pivot Alt+Y+1+Y+4+P Pivot, Pivot Alt+Y+1+Y+4+T Pivot, Pivot to POV Alt+Y+1+Y+5 Keep Only Alt+Y+1+Y+6 Remove Only Alt+Y+1+Y+7 Member Selection Alt+Y+1+Y+8 Query Alt+Y+1+Y+8+Q Query, Query Designer Alt+Y+1+Y+8+R Query, Run Report Alt+Y+1+Y+8+D Query, Data Filter Alt+Y+1+Y+9 Preserve Format Alt+Y+1+Y+A Change Alias Alt+Y+1+Y+B Smart Slice Alt+Y+1+Y+C Save Ad Hoc Grid Alt+Y+1+Y+D Save As Smart Form Alt+Y+1+Y+E Cascade Alt+Y+1+Y+E+S Cascade, Same Workbook Alt+Y+1+Y+E+N Cascade, New Workbook Alt+Y+1+Y+E+D Cascade, Different Workbooks Alt+Y+1+I Insert Attributes Alt+Y+1+D+R Refresh Alt+Y+1+D+R+R Refresh, Refresh Alt+Y+1+D+R+S Refresh, Refresh All Worksheets Alt+Y+1+D+O Display or Hide POV Alt+Y+1+D+A Cell Actions Alt+Y+1+D+A+E Cell Actions, Comments Alt+Y+1+D+A+P Cell Actions, Supporting Details Alt+Y+1+D+A+T Cell Actions, Attachment Alt+Y+1+D+A+H Cell Actions, History Alt+Y+1+D+C Calculate Alt+Y+1+D+C+B Calculate, Business Rules Alt+Y+1+D+C+U Calculate, Rules on Form Alt+Y+1+D+U Adjust Alt+Y+1+D+U+J Adjust, Adjust Alt+Y+1+D+U+G Adjust, Grid Spread Alt+Y+1+D+U+A Adjust, Mass Allocate Alt+Y+1+D+D Drill-through Alt+Y+1+D+Z Visualize Alt+Y+1+D+S Submit Data Alt+Y+1+D+S+B Submit Data, Submit Data Alt+Y+1+D+S+W Submit Data Without Refresh Alt+Y+1+D+S+R Submit Data Range

7-7 Chapter 7 Smart View for Office 2013 Ribbon Keyboard Equivalents

Table 7-4 (Cont.) Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010 (assumes Planning Ad Hoc ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Z+3 Workflow Alt+Y+1+Z+3+Y+1 Workflow, Approvals Alt+Y+1+Z+3+Y+2 Workflow, Copy Version Smart View for Office 2013 Ribbon Keyboard Equivalents

Related Topics • Smart View Ribbon Keyboard Equivalents for Excel 2013 Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Excel 2013. • Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2013 Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Word and PowerPoint 2013. • Planning Ribbon Keyboard Equivalents for Excel 2013 Displays the keyboard equivalents for items on the Planning ribbon for Excel 2013. • Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2013 Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2013. Smart View Ribbon Keyboard Equivalents for Excel 2013

Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Excel 2013.

Table 7-5 Smart View Ribbon Keyboard Equivalents for Excel 2013 (assumes Smart View ribbon is Alt+S)

7-8 Chapter 7 Smart View for Office 2013 Ribbon Keyboard Equivalents

Table 7-5 (Cont.) Smart View Ribbon Keyboard Equivalents for Excel 2013 (assumes Smart View ribbon is Alt+S)

Keys Action Alt+S+E+V Paste Alt+S+U Functions Alt+S+U+M Functions, Manage POV Alt+S+U+B Functions, Build Function Alt+S+U+F Functions, Fix Links Alt+S+U+Z Functions, Visualize Alt+S+U+Z+E Functions, Visualize, Excel Alt+S+Y+2+R Refresh, Refresh Alt+S+Y+2+S Refresh, Refresh All Worksheets Alt+S+Y+3 Submit Data Alt+S+S Options Alt+S+H Help Alt+S+H+C Help, Contents Alt+S+H+P Help, Oracle User Productivity Kit Alt+S+H+S Help, Technical Support Alt+S+H+D Help, Documentation Alt+S+H+E Help, Health Check Alt+S+H+Z Help, About Alt+S+F Sheet Info Alt+S+R+M More Alt+S+R+M+G More, Migrate Active Workbook (Financial Management) Alt+S+R+M+B More, Migrate Batch (Financial Management) Alt+S+R+M+R More, Migrate Active Workbook (Hyperion Enterprise) Alt+S+R+M+E More, Migrate Batch (Hyperion Enterprise) Alt+S+R+M+I More, Insert Connection List Alt+S+R+M+P More, Import Metadata Alt+S+Y+3, if not connected to data source Start Diagnostics; Stop Diagnostics Alt+S+Y+4, when connected to data source Alt+S+Y+4, if not connected to data source Clear Diagnostics Folder Alt+S+Y+5, when connected to data source Alt+S+Y+5, if not connected to data source Take Screenshot Alt+S+Y+6, when connected to data source Alt+S+Y+6, if not connected to data source Create Archive Alt+S+Y+7, when connected to data source Alt+S+Y+7, if not connected to data source Diagnostics Options Alt+S+Y+8 Alt+S+Y+8, if not connected to data source Save Document Alt+S+Y+9, when connected to data source

7-9 Chapter 7 Smart View for Office 2013 Ribbon Keyboard Equivalents

Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2013

Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Word and PowerPoint 2013.

Table 7-6 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2013 (assumes Smart View ribbon is Alt+Y+1)

Keys Action Alt+Y+1 Display Smart View ribbon Alt+Y+1+P Panel Alt+Y+1+C Connections Alt+Y+1+C+O Connections, Reporting and Analysis Document Alt+Y+1+C+O+C Connections, Reporting and Analysis Document, Create Template Alt+Y+1+C+O+R Connections, Reporting and Analysis Document, Refresh Template Alt+Y+1+C+O+E Connections, Reporting and Analysis Document, Edit Alt+Y+1+C+O+C Connections, Reporting and Analysis Document, Edit Connection Alt+Y+1+C+U Connections, Recently Used Alt+Y+1+Y+2 Copy Alt+Y+1+Y+3 Paste Data Point Alt+Y+1+Y+4 Manage POV Alt+Y+1+Y+5+R Refresh Alt+Y+1+Y+5+A Refresh, Replace and Refresh Alt+Y+1+Y+5+S Refresh, Replace All Slides (PowerPoint) Alt+Y+1+Y+6 Visualize in Excel Alt+Y+1+S Options Alt+Y+1+H Help Alt+Y+1+H+C Help, Contents Alt+Y+1+H+P Help, Oracle User Productivity Kit Alt+Y+1+H+S Help, Technical Support Alt+Y+1+H+E Help, Documentation Alt+Y+1+H+Z Help, About Alt+Y+1+I Import Metadata (PowerPoint) Alt+Y+1+Y+A Start Diagnostics; Stop Diagnostics (Word) Alt+Y+1+Y+7 Start Diagnostics; Stop Diagnostics (PowerPoint) Alt+Y+1+Y+B Clear Diagnostics Folder (Word) Alt+Y+1+Y+8 Clear Diagnostics Folder (PowerPoint) Alt+Y+1+Y+C Take Screenshot (Word) Alt+Y+1+Y+9 Take Screenshot (PowerPoint Alt+Y+1+Y+D Create Archive (Word) Alt+Y+1+Y+A Create Archive (PowerPoint)

7-10 Chapter 7 Smart View for Office 2013 Ribbon Keyboard Equivalents

Table 7-6 (Cont.) Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2013 (assumes Smart View ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+E Diagnostics Options (Word) Alt+Y+1+Y+B Diagnostics Options (PowerPoint) Alt+Y+1+Y+F Save Document (Word) Alt+Y+1+Y+C Save Document (PowerPoint) Planning Ribbon Keyboard Equivalents for Excel 2013

Displays the keyboard equivalents for items on the Planning ribbon for Excel 2013.

Table 7-7 Planning Ribbon Keyboard Equivalents for Excel 2013 (assumes provider ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+3 Analyze Alt+Y+1+D+R Refresh Alt+Y+1+D+R+R Refresh, Refresh Alt+Y+1+D+R+S Refresh, Refresh All Worksheets Alt+Y+1+D+O Display or Hide POV Alt+Y+1+D+A Cell Actions Alt+Y+1+D+A+E Cell Actions, Comments Alt+Y+1+D+A+P Cell Actions, Supporting Details Alt+Y+1+D+A+T Cell Actions, Attachment Alt+Y+1+D+A+H Cell Actions, History Alt+Y+1+D+L Lock Alt+Y+1+D+C Calculate Alt+Y+1+D+C+B Calculate, Business Rules Alt+Y+1+D+C+U Calculate, Rules on Form Alt+Y+1+D+U Adjust Alt+Y+1+D+U+J Adjust, Adjust Alt+Y+1+D+U+G Adjust, Grid Spread Alt+Y+1+D+U+A Adjust, Mass Allocate Alt+Y+1+D+D Drill-through Alt+Y+1+D+B Submit Data Alt+Y+1+D+M More Alt+Y+1+D+M+J More, Job Console Alt+Y+1+D+M+M More, Member Formula Alt+Y+1+D+M+I More, Instructions Alt+Y+1+D+M+F More, Offline (Planning on-premises only) Alt+Y+1+D+M+F+T More, Offline, Take Offline (Planning on-premises only) Alt+Y+1+D+M+F+Y More, Offline, Sync Back to Server (Planning on- premises only)

7-11 Chapter 7 Smart View for Office 2013 Ribbon Keyboard Equivalents

Table 7-7 (Cont.) Planning Ribbon Keyboard Equivalents for Excel 2013 (assumes provider ribbon is Alt+Y+1)

Keys Action Alt+Y+1+D+M+F+R More, Offline, Refresh Offline Definition (Planning on-premises only) Alt+Y+1+S Save Formatting Alt+Y+1+C Clear Formatting Alt+Y+1+A Apply Formatting Alt+Y+1+A+N Apply Formatting, None Alt+Y+1+A+Y Apply Formatting, Cell Styles Alt+Y+1+A+C Apply Formatting, Custom Styles Alt+Y+1+A+A Apply Formatting, Custom and Cell Styles Alt+Y+1+Y+4 Approvals Alt+Y+1+Y+5 Copy Version Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2013

Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2013.

Table 7-8 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2013 (assumes Planning Ad Hoc ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+3 Zoom In Alt+Y+1+Y+3+N Zoom In, Next Level Alt+Y+1+Y+3+A Zoom In, All Levels Alt+Y+1+Y+3+B Zoom In, Bottom Level Alt+Y+1+Y+4 Zoom Out Alt+Y+1+Y+5 Pivot Alt+Y+1+Y+5+P Pivot, Pivot Alt+Y+1+Y+5+T Pivot, Pivot to POV Alt+Y+1+Y+6 Keep Only Alt+Y+1+Y+7 Remove Only Alt+Y+1+Y+8 Member Selection Alt+Y+1+Y+9 Query Alt+Y+1+Y+9+Q Query, Query Designer Alt+Y+1+Y+9+R Query, Run Report Alt+Y+1+Y+9+D Query, Data Filter Alt+Y+1+Y+A Preserve Format Alt+Y+1+Y+B Change Alias Alt+Y+1+Y+C Smart Slice Alt+Y+1+Y+D Save Ad Hoc Grid Alt+Y+1+Y+E Save As Smart Form Alt+Y+1+Y+F Cascade Alt+Y+1+Y+F+S Cascade, Same Workbook

7-12 Chapter 7 Smart View for Office 2016 Ribbon Keyboard Equivalents

Table 7-8 (Cont.) Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2013 (assumes Planning Ad Hoc ribbon is Alt+Y+1)

Keys Action Alt+Y+1+Y+F+N Cascade, New Workbook Alt+Y+1+Y+F+D Cascade, Different Workbooks Alt+Y+1+I Insert Attributes Alt+Y+1+D+R Refresh Alt+Y+1+D+R+R Refresh, Refresh Alt+Y+1+D+R+A Refresh, Refresh All Worksheets Alt+Y+1+D+O Display or Hide POV Alt+Y+1+D+A Cell Actions Alt+Y+1+D+A+E Cell Actions, Comments Alt+Y+1+D+A+P Cell Actions, Supporting Details Alt+Y+1+D+A+T Cell Actions, Attachment Alt+Y+1+D+A+H Cell Actions, History Alt+Y+1+D+C Calculate Alt+Y+1+D+C+B Calculate, Business Rules Alt+Y+1+D+C+U Calculate, Rules on Form Alt+Y+1+D+U Adjust Alt+Y+1+D+U+J Adjust, Adjust Alt+Y+1+D+U+G Adjust, Grid Spread Alt+Y+1+D+U+A Adjust, Mass Allocate Alt+Y+1+D+D Drill-through Alt+Y+1+D+Z Visualize Alt+Y+1+D+S Submit Data Alt+Y+1+D+S+B Submit Data, Submit Data Alt+Y+1+D+S+W Submit Data Without Refresh Alt+Y+1+D+S+R Submit Data Range Alt+Y+1+Y+G Approvals Alt+Y+1+Y+H Copy Version Smart View for Office 2016 Ribbon Keyboard Equivalents

Related Topics • Smart View Ribbon Keyboard Equivalents for Excel 2016 Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Excel 2016. • Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2016 Displays the keyboard equivalents for items on the Smart View ribbon in Word and PowerPoint 2016. • Planning Ribbon Keyboard Equivalents for Excel 2016 Displays the keyboard equivalents for items on the Planning ribbon for Excel 2016. • Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2016 Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2016.

7-13 Chapter 7 Smart View for Office 2016 Ribbon Keyboard Equivalents

Smart View Ribbon Keyboard Equivalents for Excel 2016

Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Excel 2016.

Table 7-9 Smart View Ribbon Keyboard Equivalents for Excel 2016 (assumes Smart View ribbon is Alt+S)

Keys Action Alt+S Display Smart View ribbon Alt+S+P Panel Alt+S+C Connections Alt+S+C+T Connections, Active Connections Alt+S+C+E Connections, Reset to Default Connection Alt+S+C+O Connections, Reporting and Analysis Document Alt+S+C+O+E Connections, Reporting and Analysis Document, Edit Alt+S+C+O+C Connections, Reporting and Analysis Document, Edit Connection Alt+S+C+U Connections, Recently Used Alt+S+E+N Undo Alt+S+E+D Redo Alt+S+E+C Copy Alt+S+E+V Paste Alt+S+U Functions Alt+S+U+M Functions, Manage POV Alt+S+U+B Functions, Build Function Alt+S+U+F Functions, Fix Links Alt+S+U+Z Functions, Visualize Alt+S+U+Z+E Functions, Visualize, Excel Alt+S+Y+3+R Refresh, Refresh Alt+S+Y+3+S Refresh, Refresh All Worksheets Alt+S+Y+4 Submit Data Alt+S+S Options Alt+S+H Help Alt+S+H+C Help, Contents Alt+S+H+P Help, Oracle User Productivity Kit Alt+S+H+S Help, Technical Support Alt+S+H+D Help, Documentation Alt+S+H+E Help, Health Check Alt+S+H+Z Help, About Alt+S+F Sheet Info Alt+S+R+M More Alt+S+R+M+G More, Migrate Active Workbook (Financial Management) Alt+S+R+M+B More, Migrate Batch (Financial Management)

7-14 Chapter 7 Smart View for Office 2016 Ribbon Keyboard Equivalents

Table 7-9 (Cont.) Smart View Ribbon Keyboard Equivalents for Excel 2016 (assumes Smart View ribbon is Alt+S)

Keys Action Alt+S+R+M+R More, Migrate Active Workbook (Hyperion Enterprise) Alt+S+R+M+E More, Migrate Batch (Hyperion Enterprise) Alt+S+R+M+I More, Insert Connection List Alt+S+R+M+P More, Import Metadata Alt+S+Y+4, if not connected to data source Start Diagnostics; Stop Diagnostics Alt+S+Y+5, when connected to data source Alt+S+Y+5, if not connected to data source Clear Diagnostics Folder Alt+S+Y+6, when connected to data source Alt+S+Y+6, if not connected to data source Take Screenshot Alt+S+Y+7 when connected to data source Alt+S+Y+7, if not connected to data source Create Archive Alt+S+Y+8, when connected to data source Alt+S+Y+8, if not connected to data source Diagnostics Options Alt+S+Y+9 Alt+S+Y+9, if not connected to data source Save Document Alt+S+Y+Y+A, when connected to data source Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2016

Displays the keyboard equivalents for items on the Smart View ribbon in Word and PowerPoint 2016.

Table 7-10 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2016 (assumes Smart View ribbon is Alt+Y+2)

Keys Action Alt+Y+2 Display Smart View ribbon Alt+Y+2+P Panel Alt+Y+2+C Connections Alt+Y+2+C+O Connections, Reporting and Analysis Document Alt+Y+2+C+O+C Connections, Reporting and Analysis Document, Create Template Alt+Y+2+C+O+R Connections, Reporting and Analysis Document, Refresh Template Alt+Y+2+C+O+E Connections, Reporting and Analysis Document, Edit Alt+Y+2+C+O+C Connections, Reporting and Analysis Document, Edit Connection Alt+Y+2+C+U Connections, Recently Used Alt+Y+2+Y+3 Copy Alt+Y+2+Y+4 Paste Alt+Y+2+Y+5 Manage POV Alt+Y+2+Y+6+R Refresh

7-15 Chapter 7 Smart View for Office 2016 Ribbon Keyboard Equivalents

Table 7-10 (Cont.) Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2016 (assumes Smart View ribbon is Alt+Y+2)

Keys Action Alt+Y+2+Y+6+A Refresh, Refresh (PowerPoint) Alt+Y+2+Y+6+S Refresh, Refresh All Slides (PowerPoint) Alt+Y+2+Y+6 Visualize in Excel Alt+Y+2+S Options Alt+Y+2+H Help Alt+Y+2+H+C Help, Contents Alt+Y+2+H+P Help, Oracle User Productivity Kit Alt+Y+2+H+S Help, Technical Support Alt+Y+2+H+D Help, Documentation Alt+Y+2+H+Z Help, About Alt+Y+2+I Import Metadata (PowerPoint) Alt+Y+2+Y+8 Start Diagnostics; Stop Diagnostics Alt+Y+2+Y+9 Clear Diagnostics Folder Alt+Y+2+Y+A Take Screenshot Alt+Y+2+Y+B Create Archive Alt+Y+2+Y+C Diagnostics Options Alt+Y+2+Y+D Save Document Planning Ribbon Keyboard Equivalents for Excel 2016

Displays the keyboard equivalents for items on the Planning ribbon for Excel 2016.

Table 7-11 Planning Ribbon Keyboard Equivalents for Excel 2016 (assumes provider ribbon is Alt+Y+2)

Keys Action Alt+Y+2+Y+3 Analyze Alt+Y+2+D+R Refresh Alt+Y+2+D+R+R Refresh, Refresh Alt+Y+2+D+R+S Refresh, Refresh All Worksheets Alt+Y+2+D+O Display or Hide POV Alt+Y+2+D+A Cell Actions Alt+Y+2+D+A+E Cell Actions, Comments Alt+Y+2+D+A+P Cell Actions, Supporting Details Alt+Y+2+D+A+T Cell Actions, Attachment Alt+Y+2+D+A+H Cell Actions, History Alt+Y+2+D+L Lock Alt+Y+2+D+C Calculate Alt+Y+2+D+C+B Calculate, Business Rules Alt+Y+2+D+C+U Calculate, Rules on Form Alt+Y+2+D+U Adjust Alt+Y+2+D+U+J Adjust, Adjust Alt+Y+2+D+U+G Adjust, Grid Spread

7-16 Chapter 7 Smart View for Office 2016 Ribbon Keyboard Equivalents

Table 7-11 (Cont.) Planning Ribbon Keyboard Equivalents for Excel 2016 (assumes provider ribbon is Alt+Y+2)

Keys Action Alt+Y+2+D+U+A Adjust, Mass Allocate Alt+Y+2+D+D Drill-through Alt+Y+2+D+B Submit Data Alt+Y+2+D+M More Alt+Y+2+D+M+J More, Job Console Alt+Y+2+D+M+M More, Member Formula Alt+Y+2+D+M+I More, Instructions Alt+Y+2+D+M+F More, Offline (Planning on-premises only) Alt+Y+2+D+M+F+T More, Offline, Take Offline (Planning on- premises only) Alt+Y+2+D+M+F+Y More, Offline, Sync Back to Server (Planning on-premises only) Alt+Y+2+D+M+F+R More, Offline, Refresh Offline Definition (Planning on-premises only) Alt+Y+2+S Save Formatting Alt+Y+2+C Clear Formatting Alt+Y+2+A Apply Formatting Alt+Y+2+A+N Apply Formatting, None Alt+Y+2+A+Y Apply Formatting, Cell Styles Alt+Y+2+A+C Apply Formatting, Custom Styles Alt+Y+2+A+A Apply Formatting, Custom and Cell Styles Alt+Y+2+Y+4 Approvals Alt+Y+2+Y+5 Copy Version Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2016

Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2016.

Table 7-12 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2016 (assumes Planning Ad Hoc ribbon is Alt+Y+2+2)

Keys Action Alt+Y+2+Y+3 Zoom In Alt+Y+2+Y+3+N Zoom In, Next Level Alt+Y+2+Y+3+A Zoom In, All Levels Alt+Y+2+Y+3+B Zoom In, Bottom Level Alt+Y+2+Y+4 Zoom Out Alt+Y+2+Y+5 Pivot Alt+Y+2+Y+5+P Pivot, Pivot Alt+Y+2+Y+5+T Pivot, Pivot to POV Alt+Y+2+Y+6 Keep Only Alt+Y+2+Y+7 Remove Only Alt+Y+2+Y+8 Member Selection

7-17 Chapter 7 Smart View for Office 2016 Ribbon Keyboard Equivalents

Table 7-12 (Cont.) Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2016 (assumes Planning Ad Hoc ribbon is Alt+Y+2+2)

Keys Action Alt+Y+2+Y+9 Query Alt+Y+2+Y+9+Q Query, Query Designer Alt+Y+2+Y+9+R Query, Run Report Alt+Y+2+Y+9+D Query, Data Filter Alt+Y+2+Y+A Preserve Format Alt+Y+2+Y+B Change Alias Alt+Y+2+Y+C Smart Slice Alt+Y+2+Y+D Save Ad Hoc Grid Alt+Y+2+Y+E Save As Smart Form Alt+Y+2+Y+F Cascade Alt+Y+2+Y+F+S Cascade, Same Workbook Alt+Y+2+Y+F+N Cascade, New Workbook Alt+Y+2+Y+F+D Cascade, Different Workbooks Alt+Y+2+I Insert Attributes Alt+Y+2+D+R Refresh Alt+Y+2+D+R+R Refresh, Refresh Alt+Y+2+D+R+A Refresh, Refresh All Worksheets Alt+Y+2+D+O Display or Hide POV Alt+Y+2+D+A Cell Actions Alt+Y+2+D+A+E Cell Actions, Comments Alt+Y+2+D+A+P Cell Actions, Supporting Details Alt+Y+2+D+A+T Cell Actions, Attachment Alt+Y+2+D+A+H Cell Actions, History Alt+Y+2+D+C Calculate Alt+Y+2+D+C+B Calculate, Business Rules Alt+Y+2+D+C+U Calculate, Rules on Form Alt+Y+2+D+U Adjust Alt+Y+2+D+U+J Adjust, Adjust Alt+Y+2+D+U+G Adjust, Grid Spread Alt+Y+2+D+U+A Adjust, Mass Allocate Alt+Y+2+D+D Drill-through Alt+Y+2+D+Z Visualize Alt+Y+2+D+S Submit Data Alt+Y+2+D+S+B Submit Data, Submit Data Alt+Y+2+D+S+W Submit Data Without Refresh Alt+Y+2+D+S+R Submit Data Range Alt+Y+2+Y+G Approvals Alt+Y+2+Y+H Copy Version

7-18 Chapter 7 Smart View for Office 2019 Ribbon Keyboard Equivalents

Smart View for Office 2019 Ribbon Keyboard Equivalents

Related Topics • Smart View Ribbon Keyboard Equivalents for Excel 2019 Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Excel 2019. • Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2019 Displays the keyboard equivalents for items on the Smart View ribbon in Word and PowerPoint 2019. • Planning Ribbon Keyboard Equivalents for Excel 2019 Displays the keyboard equivalents for items on the Planning ribbon for Excel 2019. • Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2019 Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2019. Smart View Ribbon Keyboard Equivalents for Excel 2019

Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbon in Excel 2019.

Table 7-13 Smart View Ribbon Keyboard Equivalents for Excel 2019 (assumes Smart View ribbon is Alt+S)

7-19 Chapter 7 Smart View for Office 2019 Ribbon Keyboard Equivalents

Table 7-13 (Cont.) Smart View Ribbon Keyboard Equivalents for Excel 2019 (assumes Smart View ribbon is Alt+S)

Keys Action Alt+S+D+R+R Refresh, Refresh Alt+S+D+R+S Refresh, Refresh All Worksheets Alt+S+D+S Submit Data Alt+S+S Options Alt+S+H Help Alt+S+H+C Help, Contents Alt+S+H+P Help, Oracle User Productivity Kit Alt+S+H+S Help, Technical Support Alt+S+H+D Help, Documentation Alt+S+H+E Help, Health Check Alt+S+H+Z Help, About Alt+S+F Sheet Info Alt+S+R+M More Alt+S+R+M+G More, Migrate Active Workbook (Financial Management) Alt+S+R+M+B More, Migrate Batch (Financial Management) Alt+S+R+M+R More, Migrate Active Workbook (Hyperion Enterprise) Alt+S+R+M+E More, Migrate Batch (Hyperion Enterprise) Alt+S+R+M+I More, Insert Connection List Alt+S+R+M+P More, Import Metadata Alt+S+Y+4, if not connected to data source Start Diagnostics; Stop Diagnostics Alt+S+Y+5, when connected to data source Alt+S+Y+5, if not connected to data source Clear Diagnostics Folder Alt+S+Y+6, when connected to data source Alt+S+Y+6, if not connected to data source Take Screenshot Alt+S+Y+7 when connected to data source Alt+S+Y+7, if not connected to data source Create Archive Alt+S+Y+8, when connected to data source Alt+S+Y+8, if not connected to data source Diagnostics Options Alt+S+Y+9 Alt+S+Y+9, if not connected to data source Save Document Alt+S+Y+Y+A, when connected to data source

7-20 Chapter 7 Smart View for Office 2019 Ribbon Keyboard Equivalents

Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2019

Displays the keyboard equivalents for items on the Smart View ribbon in Word and PowerPoint 2019.

Table 7-14 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2019 (assumes Smart View ribbon is Alt+Y+1)

Keys Action Alt+Y+1 Display Smart View ribbon Alt+Y+1+P Panel Alt+Y+1+C Connections Alt+Y+1+C+O Connections, Reporting and Analysis Document Alt+Y+1+C+O+C Connections, Reporting and Analysis Document, Create Template Alt+Y+1+C+O+R Connections, Reporting and Analysis Document, Refresh Template Alt+Y+1+C+O+E Connections, Reporting and Analysis Document, Edit Alt+Y+1+C+O+C Connections, Reporting and Analysis Document, Edit Connection Alt+Y+1+C+U Connections, Recently Used Alt+Y+1+Y+3 Copy Alt+Y+1+Y+4 Paste Alt+Y+1+Y+5 Manage POV Alt+Y+1+Y+6+R Refresh Alt+Y+1+Y+6+A Refresh, Refresh (PowerPoint) Alt+Y+1+Y+6+S Refresh, Refresh All Slides (PowerPoint) Alt+Y+1+Y+6 Visualize in Excel Alt+Y+2+S Options Alt+Y+2+H Help Alt+Y+2+H+C Help, Contents Alt+Y+2+H+P Help, Oracle User Productivity Kit Alt+Y+2+H+S Help, Technical Support Alt+Y+2+H+D Help, Documentation Alt+Y+2+H+Z Help, About Alt+Y+1+I Import Metadata (PowerPoint) Alt+Y+1+Y+8 Start Diagnostics; Stop Diagnostics Alt+Y+1+Y+9 Clear Diagnostics Folder Alt+Y+1+Y+A Take Screenshot Alt+Y+1+Y+B Create Archive Alt+Y+1+Y+C Diagnostics Options Alt+Y+1+Y+D Save Document

7-21 Chapter 7 Smart View for Office 2019 Ribbon Keyboard Equivalents

Planning Ribbon Keyboard Equivalents for Excel 2019

Displays the keyboard equivalents for items on the Planning ribbon for Excel 2019.

Table 7-15 Planning Ribbon Keyboard Equivalents for Excel 2019 (assumes provider ribbon is Alt+Y+2)

Keys Action Alt+Y+2+Y+1 Analyze Alt+Y+2+D+R Refresh Alt+Y+2+D+R+R Refresh, Refresh Alt+Y+2+D+R+S Refresh, Refresh All Worksheets Alt+Y+2+D+O Display or Hide POV Alt+Y+2+D+A Cell Actions Alt+Y+2+D+A+E Cell Actions, Comments Alt+Y+2+D+A+P Cell Actions, Supporting Details Alt+Y+2+D+A+T Cell Actions, Attachment Alt+Y+2+D+A+H Cell Actions, History Alt+Y+2+D+L Lock Alt+Y+2+D+C Calculate Alt+Y+2+D+C+B Calculate, Business Rules Alt+Y+2+D+C+U Calculate, Rules on Form Alt+Y+2+D+U Adjust Alt+Y+2+D+U+J Adjust, Adjust Alt+Y+2+D+U+G Adjust, Grid Spread Alt+Y+2+D+U+A Adjust, Mass Allocate Alt+Y+2+D+D Drill-through Alt+Y+2+D+B Submit Data Alt+Y+2+D+M More Alt+Y+2+D+M+J More, Job Console Alt+Y+2+D+M+M More, Member Formula Alt+Y+2+D+M+I More, Instructions Alt+Y+2+D+M+F More, Offline (Planning on-premises only) Alt+Y+2+D+M+F+T More, Offline, Take Offline (Oracle Hyperion Planning on-premises only) Alt+Y+2+D+M+F+Y More, Offline, Sync Back to Server (Oracle Hyperion Planning on-premises only) Alt+Y+2+D+M+F+R More, Offline, Refresh Offline Definition (Oracle Hyperion Planning on-premises only) Alt+Y+2+S Save Formatting Alt+Y+2+C Clear Formatting Alt+Y+2+A Apply Formatting Alt+Y+2+A+N Apply Formatting, None Alt+Y+2+A+Y Apply Formatting, Cell Styles Alt+Y+2+A+C Apply Formatting, Custom Styles Alt+Y+2+A+A Apply Formatting, Custom and Cell Styles Alt+Y+2+Y+2 Approvals

7-22 Chapter 7 Smart View for Office 2019 Ribbon Keyboard Equivalents

Table 7-15 (Cont.) Planning Ribbon Keyboard Equivalents for Excel 2019 (assumes provider ribbon is Alt+Y+2)

Keys Action Alt+Y+2+Y+3 Copy Version Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2019

Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel 2019.

Table 7-16 Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2019 (assumes Planning Ad Hoc ribbon is Alt+Y+2)

Keys Action Alt+Y+2+Y+1 Zoom In Alt+Y+2+Y+1+N Zoom In, Next Level Alt+Y+2+Y+1+A Zoom In, All Levels Alt+Y+2+Y+1+B Zoom In, Bottom Level Alt+Y+2+Y+2 Zoom Out Alt+Y+2+Y+3 Pivot Alt+Y+2+Y+3+P Pivot, Pivot Alt+Y+2+Y+3+T Pivot, Pivot to POV Alt+Y+2+Y+4 Keep Only Alt+Y+2+Y+5 Remove Only Alt+Y+2+Y+6 Member Selection Alt+Y+2+Y+7 Preserve Format Alt+Y+2+Y+8 Change Alias Alt+Y+2+Y+9 Smart Slice Alt+Y+2+Y+A Save Ad Hoc Grid Alt+Y+2+Y+B Save As Smart Form Alt+Y+2+Y+C Cascade Alt+Y+2+Y+C+S Cascade, Same Workbook Alt+Y+2+Y+C+N Cascade, New Workbook Alt+Y+2+Y+C+D Cascade, Different Workbooks Alt+Y+2+I Insert Attributes Alt+Y+2+D+R Refresh Alt+Y+2+D+R+R Refresh, Refresh Alt+Y+2+D+R+S Refresh, Refresh All Worksheets Alt+Y+2+D+O Display or Hide POV Alt+Y+2+D+A Cell Actions Alt+Y+2+D+A+E Cell Actions, Comments Alt+Y+2+D+A+P Cell Actions, Supporting Details Alt+Y+2+D+A+T Cell Actions, Attachment Alt+Y+2+D+A+H Cell Actions, History Alt+Y+2+D+C Calculate Alt+Y+2+D+C+B Calculate, Business Rules Alt+Y+2+D+C+U Calculate, Rules on Form

7-23 Chapter 7 Smart View Panel Navigation

Table 7-16 (Cont.) Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2019 (assumes Planning Ad Hoc ribbon is Alt+Y+2)

Keys Action Alt+Y+2+D+U Adjust Alt+Y+2+D+U+J Adjust, Adjust Alt+Y+2+D+U+G Adjust, Grid Spread Alt+Y+2+D+U+A Adjust, Mass Allocate Alt+Y+2+D+D Drill-through Alt+Y+2+D+Z Visualize Alt+Y+2+D+S Submit Data Alt+Y+2+D+S+B Submit Data, Submit Data Alt+Y+2+D+S+W Submit Data Without Refresh Alt+Y+2+D+S+R Submit Data Range Alt+Y+2+Y+D Approvals Alt+Y+2+Y+E Copy Version Alt+Y+2+Q+Q Query Alt+Y+2+Q+Q+Q Query, Query Designer Alt+Y+2+Q+Q+R Query, Run Report Alt+Y+2+Q+Q+D Query, Data Filter Smart View Panel Navigation

The keys for navigating in the Oracle Smart View for Office Panel are displayed. Table 1 displays the keys for navigating in the Smart View Panel.

Table 7-17 Smart View Panel Navigation

Keys Action Alt+S+P Launch the Smart View Panel F6 Move between the Smart View Panel and Office components such as the active application window or ribbon Tab Move through Smart View Panel from top to bottom Shift+Tab Move through Smart View Panel from bottom to top Up and down arrow keys Scroll through items in tree view Activate the drop-down menu on the Home button and Go button Left and right arrow keys In toolbars, move through buttons In tree views, expand or collapse a node Alt+down arrow Open the drop-down menu Up and down arrow keys Scroll through drop-down list Enter Select an item in the drop-down menu Escape Cancel selection

7-24 8 Financial Reporting Explore Repository

Related Topics • Using Global Navigation Shortcuts • Accessibility Behaviors for General UI Elements • Accessibility for Explore Tree and Explore List • Accessibility For the Content Tab Bar • Accessibility for the Properties Dialog Box • Accessibility for the Show Columns Dialog Box • Accessibility for the Favorites Manager Dialog Box • Accessibility For the File Dialog Box • Accessibility For Creating Books and Batches Using Global Navigation Shortcuts

The Explore Repository provides keyboard shortcuts for general navigation.

Table 8-1 Global Navigation Shortcuts

Keys Action F10 Move focus to the first menu in the menu bar. Ctrl+Alt+0 Move focus to the first focusable child in the tab order in the current view pane. If there is no view pane, nothing happens. Ctrl+Alt+1, Same as Ctrl+Alt+0, but the action applies to the specified view pane. For Ctrl+Alt+2, example, pressing Ctrl+Alt+3 moves focus to the first focusable child in the tab Ctrl+Alt+3, order in the third view pane. Ctrl+Alt+4, Ctrl+Alt+5, Ctrl+Alt+6, Ctrl+Alt+7, Ctrl+Alt+8, Ctrl+Alt+9 Ctrl+Shift+1 Toggle to show or hide the masthead Ctrl+Shift+2 Toggle to show or hide the view pane Ctrl+Shift+3 Toggle to show or hide the annotations pane Ctrl+Shift+4 Toggle to show or hide the related content pane Ctrl+Shift+B Move focus to Annotations Area control. This option is for Oracle Hyperion Financial Reporting only. See the Oracle Hyperion Financial Reporting User's Guide. Ctrl+Shift+F Move focus to the Search field. Ctrl+Shift+F4 Close current active module: document, task, or file. If none are open, nothing happens.

8-1 Chapter 8 Accessibility Behaviors for General UI Elements

Table 8-1 (Cont.) Global Navigation Shortcuts

Keys Action Ctrl+F6 Enter a frame content area and move focus to the first focusable element, if any. Ctrl+Shift+F6 Exit the frame content area and return focus to the frame. Ctrl+Shift+G Move focus to the EPM Workspace Content tab bar, which lists open modules. Focus moves to the current module tab. If multiple documents are open, the current module tab is highlighted. If no tabs are open, nothing happens. Ctrl+Shift+L Presents a list of selectable navigation targets in the Links List window: • Go to View Pane • Go to Content Area • Go to Related Content Area • Go to Annotations Area • Go to Tab Bar • Go to Toolbar • Go to Menubar Ctrl+Shift+R Move focus to Related Content Area control. This option is for Oracle Hyperion Financial Reporting only. See the Oracle Hyperion Financial Reporting User's Guide. Ctrl+Shift+T Move focus to the Standard toolbar. Use the Tab key to select individual buttons. Ctrl+Shift+Y Move focus to the Content area. This transfers focus to the first focusable child in the tab order of the Content area of an active document. Accessibility Behaviors for General UI Elements

Listed below are specific keystrokes for User Interface (UI) elements, as well as expected screen-reader behavior when a UI element has focus:

Table 8-2 User Interface Element Types

UI Element Action Button Either Enter or Space activates the button, causing the same action as a left click. ComboBox • Up or down arrow keys display the popup menu and enable value selection. • Space or Enter selects an item. • If editable, alphanumeric keys cause an edit. Dialog • If the dialog has an accept button defined, press Enter to activate it. • The dialog is modal and blocks all other keyboard events. Content Area • Press Ctrl+F6 to enter a frame. You may need to press Tab to select (IFrame) the first focusable item. • Press Ctrl+Shift+F6 to exit the frame content area and return focus to the frame.

8-2 Chapter 8 Accessibility for Explore Tree and Explore List

Table 8-2 (Cont.) User Interface Element Types

UI Element Action List • The up or down arrow keys move selection focus up or down through the list elements. The selection is continually updated. • Ctrl+Up or Ctrl+Down moves focus up or down without changing the current selection. Press Spacebar to add the item to the selection. • Shift+Up or Shift+Down key moves focus up or down and adds the item with focus to the selection. Note: If the list supports only a single selection, the Ctrl and Shift modifiers have no effect. Tab Bar Left or right arrow key moves selection focus and selects the new tab immediately. Selection focus wraps around the ends of the tab bar. Text Field • If editable, alphanumeric keys cause an edit. • Pressing Tab moves focus to the next element in tab order. Tab cannot be entered as a character in the text field. Tree The left and right arrow keys collapse or expand the current node if it has children. If it has no children, there is no effect. The expansion is not recursive. However, if the tree is capable of remembering the previous expansion state of any subnodes, it should do so. Accessibility for Explore Tree and Explore List

Table 8-3 Accessibility for the Explore Repository Tree and the Explore Repository List

Key Action Explore Tree Up Arrow When on any node, select the node below the current one. Selection does not wrap. Down Arrow When on any node, select the node above the current one. Selection does not wrap. Page Up When on any node, move to the last visible node on the previous page; or, if there is no previous page, the first node on the current page. Page Down When on any node, move to the first visible node on the next page; or, if there is no next page, the last node on the current page. Right Arrow When on a folder node with a plus icon, expand the node. When on a folder node with a minus icon, move to the next node. Left Arrow When on a folder node with a plus icon, move up to the next expanded folder. When on a folder node with a minus icon, collapse the node. Arrow Keys (left/ The built-in keys for moving around the Explore Repository and right/top/bottom) accessing different cells and rows in a grid or tree view. Explore List Up Arrow When on any node, select the node below the current one. Selection does not wrap. Down Arrow When on any node, select the node above the current one. Selection does not wrap.

8-3 Chapter 8 Accessibility For the Content Tab Bar

Table 8-3 (Cont.) Accessibility for the Explore Repository Tree and the Explore Repository List

Key Action Page Up When on any node, move to the last visible node on the previous page; or, if there is no previous page, the first node on the current page. Page Down When on any node, move to the first visible node on the next page; or, if there is no next page, the last node on the current page. Ctrl+Up/Down Arrow When on any node, enable navigation without changing the current selection. Ctrl+Space When on any node, select/clear the currently focused item. Ctrl+A When on any node, select all nodes. Shift+Up/Down Arrow When on any node, select/clear the sequential list of items. Enter When on a folder node, drill into the folder. When on any node except a folder node, launch the item. Arrow Keys (left/ The built-in keys for moving around the Explore Repository and right/top/bottom) accessing different cells and rows in a grid or tree view.

The following rules are applied when using the context menu key to display context menus in the Explore Repository: • If the left pane of the Explore Repository has focus, one of the following occurs: – If the mouse pointer is over the selected item, then the context menu is displayed for the selected item. – If the mouse pointer is not over the selected item, then no context menu is displayed. • If the right pane of the Explore Repository has focus, one of the following occurs: – If the mouse pointer is over the selected item, then the context menu is displayed for the selected item. – If the mouse pointer is over a blank area, for example not pointing to any items, then the context menu of the selected item in the left pane is displayed. – If the mouse location is over any other area, then the context menu is not displayed. Accessibility For the Content Tab Bar

When focus is on the Content tab bar, selection focus is on the current tab, if any.

Table 8-4 Content Tab Bar— Accessibility Keys

Keys Action Right/Up When on any document content tab, the next tab to the right is selected. Arrows The selection wraps from the rightmost tab to the leftmost. Left/Down When on any document content tab, the next tab to the left is selected. The Arrows selection wraps from the leftmost tab to the rightmost.

8-4 Chapter 8 Accessibility for the Properties Dialog Box

Accessibility for the Properties Dialog Box

The following keyboard shortcuts are supported for the sidebar icon list for the File menu Preferences and Properties options.

Table 8-5 Sidebar Icon List — Accessibility Keys

Keys Action Tab/Shift+Tab Navigate up/down the items in the list. Space Bar Select the item in the list that has focus. Accessibility for the Show Columns Dialog Box

Table 8-6 Shortcut Keys in the Show Columns Dialog Box

Key Action Grid Up/Down Arrow Change selection Space Bar Check/clear the check box. Uncheck to hide the selected column in the Explore Repository list. Move item up/down image to change the item's order in the list Up/Down Arrow Select the item to move Tab to Up/Down Arrow Move item up or down Image Space Bar Activate to move item up or down Accessibility for the Favorites Manager Dialog Box

Table 8-7 Shortcut Keys in the Favorites Manager Dialog Box

Keys Action Grid Up/Down/Left/ Change current cell selection Right Arrows Space Bar Check/clear cell Accessibility For the File Dialog Box

Table 8-8 Shortcut Keys in the File Dialog Box

Key Action Up Arrow When on any node, select the node above the current one. Selection does not wrap from the first node in the list to the last.

8-5 Chapter 8 Accessibility For Creating Books and Batches

Table 8-8 (Cont.) Shortcut Keys in the File Dialog Box

Key Action Down Arrow When on any node, select the node below the current one. Selection does not wrap from the last node in the list to the first. Page Up When on any node, move to the last visible node on the previous page; or, if there is no previous page, the last node on the current page. Page Down When on any node, move to the first visible node on the next page; or, if there is no next page, the last node on the current page. Left Arrow When on any node, drill up to the folder node (parent of the current node). If already at the root node, nothing happens. Right Arrow When on a folder node, drill down into the folder and present contents. Enter When on any node except the folder node, select the item. Accessibility For Creating Books and Batches

Table 8-9 Shortcut Keys for Creating Books and Batches

Key Action Left side with items to be added to the selected list Down Arrow When on any node, select the next node below the current one. Selection does not wrap from the last node to the first. Up Arrow When on any node, select the next node above the current one. Selection does not wrap from the first node to the last. Page Up When on any node, move to the last visible node on the previous page; or, if there is no previous page, the first node on the current page. Page Down When on any node, move to the first visible node on the next page; or, if there is no next page, the last node on the current page. Left Arrow When on any node, drill up to the folder node (parent of the current node). When at the root node, nothing happens. Ctrl+Up/Down Arrow When on any node, enable navigation without changing the selection. Ctrl+Space When on any node, select/clear the currently focused item. Shift+Up/Down When on any node, select/clear a sequential list of items. Ctrl+A When on any node, select all nodes. Right Arrow When on a folder node, drill down into the folder and present contents. Right Arrow When on any node except the folder node, add item to the selected list. Right side with items in the selected list Down Arrow When on any node, select the next node below the current one. Selection does not wrap from the first node to the last.

8-6 Chapter 8 Accessibility For Creating Books and Batches

Table 8-9 (Cont.) Shortcut Keys for Creating Books and Batches

Key Action Up Arrow When on any node, select the node above the current one. Selection does no wrap from the last node to the first. Page Up When on any node, go to the last visible node on the previous page; or, if there is no previous page, the first node on the current page. Page Down When on any node, go to the first visible node on the next page; or, if there is no next page, the last node on the current page. Left Arrow When on any node, remove the item from the selected list. Move Up/Down arrow image to change the item's order in the list Up/Down Arrow Select the item to move. Tab to Up/Down Arrow Select an arrow to indicate whether to move the item up Image or down. Space Bar Activate moving the item up or down.

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