accessibility guide for planning - oracle › en › cloud › saas › planning-budgeting... ·...

Oracle® CloudAccessibility Guide for Planning

E94356-14

Oracle Cloud Accessibility Guide for Planning,

E94356-14

Copyright © 2017, 2020, Oracle and/or its affiliates.

Primary Author: EPM Information Development Team

This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software,any programs embedded, installed or activated on delivered hardware, and modifications of such programs)and Oracle computer documentation or other Oracle data delivered to or accessed by U.S. Governmentend users are "commercial computer software" or “commercial computer software documentation” pursuantto the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such,the use, reproduction, duplication, release, display, disclosure, modification, preparation of derivative works,and/or adaptation of i) Oracle programs (including any operating system, integrated software, any programsembedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oraclecomputer documentation and/or iii) other Oracle data, is subject to the rights and limitations specified in thelicense contained in the applicable contract. The terms governing the U.S. Government’s use of Oracle cloudservices are defined by the applicable contract for such services. No other rights are granted to the U.S.Government.

This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.

Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Epyc,and the AMD logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registeredtrademark of The Open Group.

This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unless otherwiseset forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will notbe responsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Oracle.

Contents

Documentation Accessibility

Documentation Feedback

1 Introduction

Overview 1-1

Requirements for Screen Reading Technology 1-1

Using Keyboard Equivalents 1-1

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 2-4

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 2-5

Accelerator Keys 2-5

Menus 2-29

Main Menu 2-30

File Menu 2-30

Edit Menu 2-30

View Menu 2-31

Tools Menu 2-31

iii

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

Oracle Sales Planning Cloud 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

Enabling High Contrast 4-1

iv

Navigating in the Script Editor 4-2

Configuring for JAWS 4-2

Working in Accessibility Mode 4-2

Working with Business Rules 4-3

Using the Tab Key in the User Interface 4-3

Calculation Manager Keyboard Equivalents 4-3

Context Menu Keys 4-3

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 7-7




v













Smart View Panel Navigation 7-25

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 8-4

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 theOracle 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 supportthrough 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=trsif you are hearing impaired.

vii

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc


http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info


http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs


To provide feedback on this documentation, send email to [email protected],or, in an Oracle Help Center topic, click the Feedback button located beneath theTable of Contents (you may need to scroll down to see the button).

Follow EPM Information Development on these social media sites:

LinkedIn - http://www.linkedin.com/groups?gid=3127051&goback=.gmp_3127051

Twitter - http://twitter.com/hyperionepminfo

Facebook - http://www.facebook.com/pages/Hyperion-EPM-Info/102682103112642

YouTube - https://www.youtube.com/oracleepminthecloud


viii

http://www.linkedin.com/groups?gid=3127051&goback=.gmp_3127051

http://twitter.com/hyperionepminfo

http://www.facebook.com/pages/Hyperion-EPM-Info/102682103112642

https://www.youtube.com/oracleepminthecloud

1Introduction

Related Topics

• Overview

• Requirements for Screen Reading Technology

• Using Keyboard Equivalents

OverviewOracle customers have access to electronic support through My Oracle Support. Forinformation, 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 OracleAccessibility Program website.

All videos for this cloud service have HTML equivalent topics.

Requirements for Screen Reading TechnologyTo use the accessibility features provided, you must satisfy these generalrequirements in addition to any component - specific requirements in individualchapters:

1. Ensure that you have the Service Administrator role assigned to your useraccount.

2. Enable screen reading software on Microsoft Chromium Edge.

If you change the Enable Screen Reader Support preference setting during asession, restart your browser. You may also have to log off, and then log back in.

Using Keyboard EquivalentsWhen you use keyboard equivalents, note that:

• The underlined letter that typically appears in a menu title, menu item, orbutton text is called a mnemonic. Because Oracle considers mnemonics to be“self-documenting,” additional documentation for mnemonics is not necessarilyprovided. You can use mnemonics where they are implemented.

• Some mnemonics are repeated. For example, on the File menu, the underlinedmnemonic D is used for both the Delete and the Deactivate menu items. Whenmnemonics are repeated, the first time you press D, the item to be deleted ishighlighted. Press Enter to Delete or press D again to highlight the Deactivatebutton, 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






2Planning

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 FeaturesOn the Home Page, click the Accessibility Settings button at the top right corner of thepage to enable accessibility features. In the Accessibility Settings dialog box, you canselect Screen Reader Mode and High Contrast.

Recommended Contrast SettingsFor best contrast, Oracle recommends customizing your display to set the Appearancetheme to Sky Blue. Click Tools, and then click Appearance. For Theme, select SkyBlue.

Accessibility FeaturesThese 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 doesnot 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 keyboardequivalents

• 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 pagethat opens a dialog box with options for accessibility and color contrast

2-1

Note:

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

Note:

When moving to the Approvals subcomponent from anothersubcomponent, such as Revenue, a Filter popup may display.

This feature allows you to submit, review, approve, or reject a planningunit. When the user comes to this feature, planning units are listed forthe scenario and version that were most recently used (MRU) by themwhile entering data into forms. If no scenario and version were mostrecently used, a Filter popup displays that allows users to select thescenario and the version. The user can select the scenario and versionmember 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 andthen the appropriate item or business artifact in order to be able to select the rightcontext.

• In rule launch windows, select the corresponding buttons to invoke the memberselector for runtime prompts.

• If, after you perform validations, cells contain errors, you must tab through eachcell to locate those with errors. Clicking error messages in the Data ValidationSummary does not place focus on the corresponding cell with errors.

• If you launch a secondary dialog box such as the member selector while in screenreader mode, in the simplified interface you must exit the dialog box by pressingthe Esc key or other control button. In the standard UI, press Alt+Z to switchfocus from the main dialog box to the secondary dialog box. You can then tab tonavigate 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 messageappears on save or rule launch, use the Down Arrow keys to read the messageafter the screen reader announces the popup. Use the same process forinformational 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.

Chapter 2Using Screen Reader Mode

2-2

• Use the Ctrl+ and Alt+ arrow keys to read the contents of both read-only andeditable tables, such as user variables, across all applications.

• In the simplified interface, when creating dashboards in screen reader mode, thelinks 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 tocreate content.

• To read the content of a text area, select all text inside the text area by pressingCtrl+A.

• When the screen reader is on, to close any open dialog boxes, press Escapetwice.

• To exit a popup when the screen reader is on, press the Escape key. To exitinformational messages when the screen reader is on, press Tab.

Note:

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

Working with the Dashboard in Accessibility ModeUse these procedures when working with the dashboard in accessibility mode in thesimplified interface.

Adding Artifacts to a Dashboard in Accessibility ModeTo add artifacts to a dashboard in accessibility mode:

1. Click or tap Dashboards on the landing page. A list of existing dashboards isdisplayed 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. Toadd a chart, URL, or commentary, click or tap Chart, URL, or Commentaryto add the artifact to the dashboard. To add a form or an ad hoc grid, use theChart link.

Adding a Chart in Accessibility ModeTo add a chart in accessibility mode:

1. Click or tap the Chart link in an empty widget. This creates a bar chart withplaceholder data, displayed as a table in accessibility mode.

2. After the widget toolbar is activated, use the Settings link to update settings suchas the widget header, chart formatting, and binding a form or ad hoc grid to thechart.

Chapter 2Working with the Dashboard in Accessibility Mode

2-3

Adding a Form or Ad Hoc Grid in Accessibility ModeTo add a form or ad hoc grid in accessibility mode:

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

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 formor ad hoc grid as a table.

Adding a URL in Accessibility ModeTo 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 thenclick or tap OK.

Adding Commentary in Accessibility ModeTo 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 tapOK.

Changing the Dashboard Layout in Accessibility ModeTo 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 totoggle it.

3. Click or tap OK to update the dashboard layout.

Keyboard EquivalentsSome options and movements within do not need an assigned keyboard shortcut. Inthese cases, use the Tab key for navigation.

Note:

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

Chapter 2Keyboard Equivalents

2-4

Access Keys for Left Pane Accordion Controls

Table 2-1 General Access Keys

Keys Action

Alt+M+Enter Open the Forms accordion.

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 TaskList Accordion. For planners, Alt+L focuses onMy Task List Accordion.For administrators and Interactive users:

1. First, focus moves to Task ListsManagement.

2. Pressing Alt+L again moves focus to MyTask List accordion.

Alt+S Focus on the Dimension Editor accordion

Alt+B Focus on the Business Rules Securityaccordion

Alt+R Focus on the Preferences accordion

Alt+Z+Tab Move focus to the first available field on theright 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,pressing Enter toggles between expand andcollapse actions.

These keyboard shortcuts are for page levelactions for the Planning artifact managementpages such as Form Management, Task ListManagement, Dimension Editor, and MenuManagement.

Accelerator Keys

Table 2-3 Manage Artifacts - Page-Level Actions

Keys Action

Ctrl+W Create, add, or add child

Ctrl+E Edit


2-5

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

Keys Action

Crtl+Shift+R Rename

Ctrl+M Move

Ctrl+Shift+G Assign access

Crtl+Shift+B Add sibling

Ctrl+B Show ancestors

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 Actionsbutton

Ctrl+WNote: These keys are used for page-levelactions for artifact management pages suchas form Management, Task List Management,Dimension Editor, and Menu Management.

Preview

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 thefilmstrip

Alt+2 Activate or select the second card from the leftin the filmstrip

Alt+3 Activate or select the third card from the left inthe filmstrip

Alt+4 Activate or select the fourth card from the leftin the filmstrip


2-6

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

Keys Action

Alt+5 Activate or select the fifth card from the left thefilmstrip

Alt+6 Activate or select the sixth card from the left inthe filmstrip

Alt+7 Activate or select the seventh card from the leftin the filmstrip

Alt+8 Activate or select the eighth card from the leftin the filmstrip

Alt+9 Activate or select the ninth card from the left inthe filmstrip

Alt+Q Activate or select the tenth card from the left inthe filmstrip

Alt+W Activate or select the eleventh card from theleft in the filmstrip

Alt+E Activate or select the twelfth card from the leftin the filmstrip

Alt+R Activate or select the thirteenth card from theleft in the filmstrip

Alt+T Activate or select the fourteenth card from theleft in the filmstrip

Alt+Y Activate or select the fifteenth card from theleft in the filmstrip

Alt+U Activate or select the sixteenth card from theleft 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


Alt + U Rules


Alt + T Reset


Alt + N Toggle Designer/Runtime


Alt + H Refresh


Alt + S Save


Alt + L Cancel


2-7

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


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 Propertiespanel

Focus on Section Properties panel Alt+S Focus on the Section Propertiespanel

Focus on Smart View Option panel Alt+S Focus on the Smart View OptionPanel

Segment View Alt+S Segment View

Focus on Display Properties Panel Alt+I Focus on the Display PropertiesPanel

Focus on Printing Options Propertiespanel

Alt+P,P Focus on the Printing OptionsProperties Panel

Focus on Validation Rules Propertiespanel

Alt+ V,V Focus on the Validation Rulesproperties Panel

Drop selected dimension to POVsection

Ctrl+Shift+V Drop selected dimension to POVsection

Drop selected dimension to Pagesection

Ctrl+Shift+P Drop selected dimension to Pagesection

Drop selected dimension to Rowssection

Ctrl+Shift+R Drop selected dimension to Rowssection

Drop selected dimension to Columnssection

Ctrl+Shift+C Drop selected dimension to Columnssection

Dimension context menu Enter Tab through row/column header andpress Enter to bring up the ContextMenu.Tab through to the Dimensionand press Enter to bring up thedimension context menu.

Validation Rules: Access Keys onValidation Panel For Validation Rules

Alt+P Focus on Page Section

Member Selector on Point of Viewsection

Alt+P,V+Enter Invoke Member Selector on Point OfView section

Member Selector on Page section Alt P,P+Enter Invoke Member Selector on Pagesection

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-downlist


2-8

Table 2-7 Form and Grid Management Keyboard Shortcuts


Composite Forms Accesskeys

Access keys Show Menu for layout sections


Alt+Y Select Layout Panel


Alt+O Toggle selection betweenCustom Layout/2 RowLayout/2 Column Layout


Alt+S Select Section propertiesPanel


Alt+G Toggle focus andselection between GlobalLayout Dimension/CommonDimension 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

Keyboard Equivalent Action

R Refresh

N New ad hoc grid form

I Instructions

A Actions or gear (settings) button in the treetable

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


2-9

Table 2-9 Enter Data


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 Listsdialog box from a cell

Ctrl+Alt+E Tab out of the grid

E Data option link (in Firefox, this activatesthe link as if it were selected. In MicrosoftChromium Edge, this moves focus to the linkand you can press Enter to activate it)

O Format option link (in Firefox, this activatesthe link as if it were selected. In MicrosoftChromium Edge, this moves focus to the linkand you can press Enter to activate it)

Ctrl+Shift+T Focus is moved onto the next form. If the formis within a tabbed pane, the tab is disclosed.

Note:

If you areworking in editmode within acomposite form,you must firstpress 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 lastcell on the row (Tab takes the focus to nextrow)

Tab


2-10

Table 2-9 (Cont.) Enter Data


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 theprevious state

Esc key

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 hoctab, or Data tab

Shift+Alt+Y and then Tab key (Windows),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 editablecells

Shift+Arrow

Quick data entry commands (Note: dataentry commands are processed when youpress the Enter key)

Use the following keys

Enter the value in thousands, for example, 1Kenters 1,000

K

Enter the value in millions, for example, 1Menters 1,000,000

M

Add a number to the cell value, for example,Add10 adds 10 to the cell value, that is, ifthe cell value is 100, 100Add10 (or 100+10)results in 110

Add,+

Subtract a number from the cell value, forexample, Sub10 subtracts 10 from the cellvalue, that is, if the cell value is 100, 100Sub10(or 100~10) results in 90

Sub, ~

Multiply the cell value by a number added as apercentage, for example, Percent10 results in10% of the current cell value

Percent, per

Increase the cell value by a number added asa percentage, for example, Inc10 increases thecell value by 10%

Increase, Inc

Decrease the cell value by a number added asa percentage, for example, Dec10, decreasesthe cell value by 10%

Decrease, Dec

Take the cell value to the number added as anexponent, for example, Power5 increases thevalue to the power of 5

Power, Pow


2-11

Table 2-9 (Cont.) Enter Data


Grow a cell by a percentage. In a cell whosevalue is 200, entering gr50 after 200 results in300.

GR

Table 2-10 Working with Artifact Strings


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 thegrid

Ctrl+Space Column selection

Shift+Space Row selection

h Launch Context Sensitive Help popup

Table 2-11 Assigning Access Permissions


G General Tab

P Permissions Tab

O OK Button

C Close Button

A Add User/Group

Table 2-12 Menu Management


Add, Edit Menu, Menu Item Alt+N Toggle focus on Menu Nameor Menu Item Name inputboxes.

Select Form Folder or Formbutton

Alt+S Toggle focus on Select FormFolder or Form button.


2-12

Table 2-13 Smart Lists


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


Alt+K Focus on the Task List tab.

Alt+C Toggle focus between Task List Name and theClear drop-down list.

Alt+K Focus on the Task Name in the task Detailpanel.

Alt+I Focus on the Instructions tab.

See "Rich Text Editor" section for Access andControl Keys for Rich Text Editor

Table 2-15 Task List Dashboard


Go button Alt+G Focus on the Go button

Show All Tasks Alt+S Focus on the Show All Tasksmenu

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


Alt+U Focus on the User Variables tab

Alt+S Focus on the Substitution Variables tab

Table 2-17 Business Rules Security


Alt+M Move the rule

Alt+G Assign Access to rule


2-13

Table 2-18 Clear Cell Details


Keyboard Shortcuts Alt+P Focus on the Plan Type drop-downlist

Keyboard Shortcuts Alt+M Toggle focus between MemberSelector in static dimension Rows

Keyboard Shortcuts Alt+A Toggle focus between Add AllDimensions button and Add StaticDimension icon in Static DimensionPanel

Keyboard Shortcuts Alt+C Selects, Invokes Clear Action

Table 2-19 Copy Data


Alt+P Focus on the Plan Type drop-down list

Alt+M Toggle between the Member Selector in staticdimension rows

Alt+A Toggle between Static Dimension, Dimensionwith Source, and Destination Panel

Alt+C Selects, Invokes Copy Action

Table 2-20 Dimension Editor


Performance Settings Alt+P Focus on the Performance Settingstab

Evaluation Order Alt+O Focus on the Evaluation Order tab

Dimensions tab Alt+R Focus on the Sort options drop-downlist

Sort Up Alt+R+Tab Focus on the Sort Up icon commandbutton

Sort Down Alt+R+Tab+Tab Focus on the Sort Down iconCommand button

Search list Alt+S Focus on the Search drop-downoptions 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


2-14

Table 2-20 (Cont.) Dimension Editor


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-downlist

Variance Reporting Alt+R Focus on the Variance Reportingdrop down list

Time Balance Alt+B Focus on the Time Balance drop-down list

Source Plan Type Alt+P Toggle focus between the SourcePlan 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-downlist

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 searchdropdown control

Alt+G Search

Exit dimension formula Edit field Ctrl+Q, Tab Exit Edit field

Exit dimension member propertiesgrid

Ctrl+Shift+Z Exit grid

Dimension Editor Navigation Notes

• When first landing on the panel, pressing Tab moves focus into the ParentMember 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 pointallows you to reach the toolbar text items and controls.

• Forward navigation using Tab from the toolbar text and controls brings the userback to the fx button.

• Forward navigation using Tab from the fx button places focus into the formula bareditor.

• 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.


2-15

• Forward navigation using Tab from the grid object moves focus to the grid cells.

• 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 keysto make the selection. Pressing Enter or Tab keeps the selection and moves thefocus 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 inthe editor (when the Find dialog box is open)

Alt+F

Table 2-22 Assign Access Pop-Up


Users tab Alt+U Focus on the Users tab

Group tab Alt+G Focus on the Group tab

Remove Non ProvisionedUsers or Groups

Alt+R Focus on the Remove NonProvisioned Users or Groupsbutton

Add or Edit Access Pop-upAccess Keys

Alt+G Toggle focus between theRead, Write, and None boxes

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


Alt+U Select the Users tab

Alt+G Select the Groups tab

Table 2-24 Currency Conversion


Currency Conversion Alt+M Toggle between version types


2-16

Table 2-24 (Cont.) Currency Conversion


All other actions All other access and actionsare completed with tab keytraversal

Exchange Rate Management Alt+C Set Focus on the Create RateTable icon

Edit Rate Table Alt+I Set Focus on the Edit RateTable icon

Delete Rate Table Alt+9 Set Focus on the Delete RateTable icon

Table 2-25 Broadcast Message


Broadcast Message Alt+S Select or invoke the Sendbutton

Table 2-26 Navigation Flow


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 Alt+O Select the Forms tab

Planning Unit Annotations Alt+P Select the Planning UnitAnnotations tab

Planning Unit Tab Alt+S Toggle between selectScenario and version andentity drop down

Planning Unit Tab Alt+M Toggle between Memberselector for scenario, VersionEntity

Table 2-28 Application Settings


Alt+S Save

Alt+R Reset


2-17

Table 2-29 Create or Refresh Database

Access Keys Keyboard Equivalent

Create or Refresh Database Tab traversal only

Table 2-30 Outline Load


Scroll Ctrl+Shift+Left Arrow or RightArrow

Scroll left or right

Access Keys Alt+R Run Outline Load

Reset Outline Load Alt+S Reset Outline Load inputs

Table 2-31 Data Load Administration


Access Keys Alt+L Toggle focus between theData Load Dimension and theDriver Dimension drop-downlists

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


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 ApplicationName input box

Plan type Alt+P Focus on the Plan type dropdown in Source applicationpanel

Map Dimensions Tab or PointOf View Tab

Focus Select Member selector

Access Keys Alt+M

Table 2-33 Planning Unit Hierarchy


Access Keys Alt+O Selects Approvals Dimension Entitytab


2-18

Table 2-33 (Cont.) Planning Unit Hierarchy


Primary and SubHierarchy selection Alt+P Selects Primary and SubHierarchyselection 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 inputbox

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 Memberinput field in Parent Member columnand Selected Member input box inSelected Members column

Member selector Alt+M Toggle focus on Member selectorin "Parent Member" and "SelectedMembers" column

Relative generation Alt+J Focus on the Relative generationinput box

Auto Include Alt+K Focus on the Auto Include checkboxin "Auto Include" Column

Assign Owner Alt+W Toggle focus on Assign Owner inputbox and Assign owner selectorcommand icon button

Reviewer Alt+R Toggle focus on Reviewer input boxand Assign owner selector commandicon button

Promotion path Alt+H Selects Promotion path iconcommand button

Notify These Users Alt+Y Toggle focus on "Notify TheseUsers" input box and user selectorcommand icon button

Search Alt+S Toggle focus on search drop-downlist/Search input box

Table 2-34 Plan Type Editor


Keyboard Shortcuts Ctrl+S Save plan type

Add plan type Ctrl+W Add plan type

Delete plan type Ctrl+Delete Delete plan type


2-19

Table 2-35 Scenario Version Assignment


Actions Alt+A Focus on the Actions icon inthe table

File Based Export Import Tab key traversal only

Manage Approvals

Access Keys Alt+R Toggle focus between theScenario, and Version drop-down lists

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 OfficeAssistant link

Exclude button Alt+X Focus on the Exclude buttonon Plan Cycle column

Start button Alt+T Focus on the Start button onPlan Cycle column

Promotional path Alt+P Focus on the Promotional pathicon command button

Table 2-36 Copy Version


Access Keys Alt+S Select Scenario drop-down list

Toggle focus from Copy Fromto Copy To

Alt+C Toggle focus between CopyFrom to Copy To drop-downlist

Go Alt+G Select Go Button

Toggle focus from available toselected entities

Alt+M Toggle focus betweenAvailable entities and selectedEntities

Copy Data Alt+P Selects Copy Data button

Table 2-37 Business Rules


Business Rules Alt+P Toggle focus between Plantype and Rule type drop-downlist

Display only launchable rules,rulesets, and calc script

Alt+Y Focus on the "Display onlylaunchable rules, rulesets, andcalc script" checkbox


2-20

Table 2-38 Job Console


Job Status Alt+S Toggle focus between StartTime and End Time inputboxes

Toggle Start Time and EndTime

Alt+S+Tab Toggle focus between StartTime and End Time input datetime selector

Job type Alt+J Focus on the Job type drop-down list

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)


Alt+V Toggle focus between Available forms andSelected form

Alt+R Selects "Run Diagnostics" button

Alt+D Toggle focus between Tabular and Chartbuttons

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 previouslysaved state

T

Refresh the data from Essbase and update theinfolet definition from the database

R


2-21

Table 2-42 (Cont.) Designing Infolets

Task Shortcut Key

Hide all Infolets Designer elements and displaythe infolet as it would appear to users duringruntime

N

From runtime mode, displays the InfoletsDesigner

P

Save S

Close L

Table 2-43 Member Selector


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 Displayproperties

Toggle filtered search Alt+F Toggle focus on filtered searchicon

Search Up Alt+U Focus on Search Up

Search Down Alt+S Focus on Search Down

Toggle Keep only functions,Attributes, and Generations

Alt+K Toggle focus on Keep onlyfunctions, Attributes, andGenerations icon

Keyboard Shortcuts Ctrl+Shift+F Toggle focus on FunctionSelector

Variables Tab Alt+V Toggle focus on UserVariables Panel andSubstitution Variables Panel

Table 2-44 Comments - Pop Up


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


Alt+X Focus on Delete

Alt+E Focus on the Edit Icon command button

Alt+A Focus on the Add Icon Command button


2-22

Table 2-45 (Cont.) Document Attachment


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 openpopups.

Ctrl+Shift+W Messaging, SecondaryWindows

Toggle focus between openpopups.

Ctrl+Alt+P Splitter Give focus to splitter bar.

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 ChromiumEdge

Windows Alt+mnemonic Click or set focus

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

Space

All components Activate the component, or thecomponent element that has thefocus.

Tab

Shift+Tab

All components

Flash components like ThematicMap,Graph, and Gauge

Move focus to next or previouseditable component.

Ctrl+A All components Select all.


2-23

Table 2-48 (Cont.) Shortcut Keys Assigned to Common Components


Left Arrow

Right Arrow

Menu Bar

Splitter

Input Number Slider

Input Range Slider

Input Number Spinbox

Move focus to different menu on amenu bar.

Move splitter left or right when it is infocus.

Move slider left or right when inputnumber slider or input range slider isin focus.

Increment or decrement the valuewhen input number box is in focus.

Up Arrow

Down Arrow

Menu

Splitter

Input Number Slider

Input Range Slider

Move focus to different menu items ina menu.

Move splitter up or down when it is infocus.

Move slider up or down when inputnumber slider or input range slider isin focus.

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


2-24

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


Tab

Shift+Tab

Table

Tree Table

Move focus to next or previous cell oreditable component.

In a table, navigate to the next orprevious editable content in cells. Ifthe focus is on the last cell of a rowin the table, the Tab key moves focusto the first editable cell in the nextrow. Similarly, Shift+Tab moves focusto the previous row.

Ctrl+A Table

Tree Table

Select all components, includingcolumn headers, row headers, anddata area.

Ctrl+Alt+M Table

Tree

Tree Table

Launch context menu.

Enter

Shift+Enter

Table

Tree

Tree Table

Navigate to the next editable cell orprevious editable cell of the column.

If focus is on the column header,sort table data in ascending order.Pressing Enter again sorts thecolumn in descending order.

If the focus is on the filter cell,perform table filtering.

In a click-to-edit table, if the focus ison a cell, enable edit mode.

Left Arrow

Right Arrow

Table

Tree Table

Move focus.

Up Arrow

Down Arrow

Table

Tree Table

Move focus.

If a row is selected, then move focusto the previous row or next row. If norow is selected, scroll the table onerow up or down.

If the first row is selected, movefocus to the column header.

Ctrl+Shift+Left Arrow

Ctrl+Shift+Right Arrow

Table

Tree Table

Move the selected column left orright.

Shift+Up Arrow

Shift+Down Arrow

Table

Tree Table

Tree

Select multiple rows.

Page Up

Page Down

Table

Tree Table

If a row is selected, scroll and selectthe same row of the next or previouspage.

If no row is selected, scroll by onepage.

Alt+Page Up

Alt+Page Down

Table

Tree Table

Horizontally scroll the table to theright or left.


2-25

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


Space

Ctrl+Space

Table

Tree

Tree Table

Select the node.

To select or remove multiple nodes,press Ctrl+Space.

Shift+Space Table

Tree Table

Select multiple rows.

Esc Table

Tree Table

Remove selection.

If the focus is on the cell, exit click-to-edit mode, revert the cell value tooriginal value, and return focus to thecell. Press Esc key again to movefocus to the row header.

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


Left Arrow Table

Tree

Tree Table

Select the component. To select anode, press Tab and move focus tothe component. Press Space whenthe component is in focus.

You can also use the Space formultiple selection.

Pressing Space on a selectedcomponent deselects it.

Enter Table

Tree

If the focus is on the columnheader, sort the column in ascendingorder. Pressing Enter again sorts thecolumn in descending order.

If the focus is on the disclosure iconof a tree, open or close that node.

If the focus is on the filter cell,perform table filtering.

Tab

Shift+Tab

Table Move the focus to the next orprevious cell or editable component.

Up Arrow

Down Arrow

Left Arrow

Right Arrow

Table Move focus.

Ctrl+Shift+Left Arrow

Ctrl+Shift+Right Arrow

Table

Tree Table

Move the selected column left orright.

Ctrl+Alt+M Table

Tree Table

Tree

Launch body context menu.


2-26

Table 2-52 Shortcut Keys Assigned to Data Visualization Components


Left Arrow

Right Arrow

List region of all Gantt chart typesand task list status page

Hierarchy Viewer: Nodes in planningunit hierarchy promotional paths

Form grid

Move focus

If the focus is on the chart regionof scheduling Gantt, the arrow keynavigation selects the previous ornext taskbar of the current row.

If the focus is on the time bucket ofresource utilization Gantt, the arrowkey navigation selects the previousor next time bucket in the currentrow.

If the focus is on the geographicmap, the arrow key navigation pansslightly left or right. Press the Homeor End key for a larger pan.

If the focus is on the nodecomponent of Hierarchy viewer,press Ctrl+Arrow keys to move thefocus left or right without selectingthe component.

If you are using arrow keys tonavigate cells of an editable pivottable, each focused cell is activatedfor editing before allowing you tonavigate to the next cell, slowingnavigation. Press the Esc key todeactivate the edit mode of thefocused cell, and navigate faster. Toedit a cell, press the F2 or Enter key.

If the focus is on the pivot table datacell, press Ctrl+Left Arrow to jump tothe corresponding row header cell.If the locale is bidirectional (suchas Arabic), press Ctrl+Right Arrowto jump to the corresponding rowheader cell.


2-27

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


Up Arrow

Down Arrow

List region of all Gantt chart typesand task list status page

Chart region of project Gantt

Hierarchy Viewer - Nodes inpromotional path for planning unithierarchies

Form grid

Move focus.

If the focus is on the chart regionof project Gantt, the arrow keynavigation selects the previous ornext row.

If the focus is on the chart regiontaskbar of scheduling Gantt, thearrow key navigation selects the firsttaskbar of the previous row or thenext row.

If the focus is on the time bucketof resource utilization Gantt, thearrow key navigation selects the timebucket of the previous row or nextrow.

If the focus is on the geographicmap component, the arrow keynavigation pans up or down by asmall increment.

If the focus is on the nodecomponent of Hierarchy viewer,press Ctrl+Arrow keys to move thefocus up or down without selectingthe component.

If you are using arrow keys tonavigate cells of an editable pivottable, each focused cell is activatedfor editing before allowing you tonavigate to the next cell, making thenavigation slower. Press the Esc keyto deactivate the edit mode of thefocused cell, and navigate faster. Toedit a cell, press the F2 or Enter key.

If the focus is on the pivot table datacell, press Ctrl+Up Arrow to jumpto the corresponding column headercell.

Page Up Hierarchy Viewer -Nodes in thepromotional path for planning unithierarchies

If the focus is on the geographicmap component, the page keynavigation pans up or down by alarge increment.

If the focus is on the diagram ofHierarchy viewer, press and hold toPage Up or Page Down keys topan up or down continuously. PressCtrl+Page Up or Ctrl+Page Down topan left or right continuously.


2-28

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


+ Hierarchy Viewer - Nodes in thepromotional path for planning unithierarchies

Increase zoom level.

If the focus is on the diagram ofHierarchy viewer, press number keys1 through 5 to zoom from 10%through 100%. Press 0 to zoom thediagram to fit within available space.

- Hierarchy Viewer - Nodes in thepromotional path for planning unithierarchies

Decrease zoom level.

If the focus is on the diagram ofHierarchy viewer, press number keys1 through 5 to zoom from 10%through 100%. Press 0 to zoom thediagram to fit within available space.

Ctrl+Alt+M All Gantt chart types

Form grid

Launch context menu.

Ctrl+Alt+0 Hierarchy Viewer - Diagrams

Form grid

Center the active node and zoom thediagram 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, closethe panel.

Close the Detail window, if it appearswhile hovering over a node.

Space Hierarchy Viewer - nodes

Form grid

Select the active node. PressCtrl+Space to toggle selection of theactive node, and to select multiplenodes.

Enter Hierarchy Viewer - nodes

Form grid

Isolate and select active node. PressShift+Enter to toggle the state of thenode.

/ Hierarchy Viewer - nodes Toggle control panel state.

Table 2-53 Alternate Components for Data Visualization Components in ScreenReader 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 thecorresponding Properties dialog box.

Hierarchy Viewer Tree Table

Use standard keyboard shortcuts to navigatethrough the data.

MenusThe following topics provide detailed information about menus.


2-29

Main MenuUse these keyboard equivalents to open the menus that are available from the menubar.

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 MenuKeyboard 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 MenuKeyboard equivalents used in the Edit menu.


2-30

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 MenuThese 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 onPage

I Selects Instructions

C Selects Currency

H Selects Refresh

Ctrl+Alt+0 (zero) Selects View Masthead

Ctrl+Alt+1 Selects View Pane

Tools MenuKeyboard 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


2-31

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 HocGrid

A, A Selects Ad Hoc, and then selects Analyze

A, S Selects Ad Hoc, and then selects Save Ad HocGrid

A, O Selects Ad Hoc, and then selects Ad HocOptions

A, Z, N Selects Ad Hoc, then selects Zoom In, andthen 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 RemoveOnly

A, K Selects Ad Hoc, and then selects Keep Only

Administration MenuKeyboard equivalents used in the Administration menu.

Table 2-59 Keyboard Equivalents for the Administration Menu

Keys Action

M, S Selects Manage, and then selects TabletAccess

M, F Selects Manage, and then selects Data Formsand 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 BusinessRule Security

M, C Selects Manage, and then selects Clear CellDetails

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


2-32

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

Keys Action

M, V Selects Manage, and then selects CurrencyConversions

M, X Selects Manage, and then selects ExchangeRates

A, M Selects Application, then selects BroadcastMessages

A, P Selects Application, and then selectsProperties

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 CreateDatabase

A, B Selects Application, and then selects RefreshDatabase

P, P Selects Approvals, and then selects PlanningUnit Hierarchy

P, A Selects Approvals, then selects Scenario andVersion Assignment

P, I Selects Approvals, and then selects FileBased 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 MenuKeyboard 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


2-33

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

Keys Action

C Selects Contents

S Selects Technical Support

E Selects EPM Documentation

A Selects About Oracle Enterprise PerformanceManagement System

Tool BarKeyboard 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


2-34

Table 2-62 (Cont.) Member Selector

Keys Action

Enter / Space key Highlight node in order to perform an operationon the node. (Do this prior to performing anyoperation on a node.)

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 andglobal menus

Alt + C Cancel button

Alt + O OK button

Predictive Planning Keyboard EquivalentsNotes:

• 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 controlin the Results panel, press Alt+M.

• To move the focus to the toolbar buttons, press Tab to move to the first toolbarbutton (Settings), and then use the Arrow keys to move to the other toolbarbuttons (Paste and Close).

• To enable navigation from the historical data series to future data series, use theChart View options (click or tap Settings and then Chart View) to add both thepast and future data for one of the chart series. (For example, you can use thePrediction or Trend series for this purpose. ) When focus is on the series thatincludes both past and future data, you can use the arrow keys to move fromhistorical data to future data.

• To enable navigation to adjusted outliers and filled-in missing values, first traversethe historical series to a point immediately before or after the adjusted value, andthen 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 listin the direction of the arrow.

If the drop-down list is not open, expand thedrop-down list.

Esc Collapse the drop-down list. If the drop-downlist is already closed, this does nothing.


2-35

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 itemon left

Right Arrow Move focus and selection to next data item onright

Enter (when chart data values are selectedand when legend items are selected, the Infobox is scrolled)

Drill on data item, categorical axis label. (Ininfo boxes, select series.)

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, LeftArrow)

Scroll down through the Info Boxes

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 keysto change the data series selection. The Info Box scrolls to match the data seriesselection.

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


2-36

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 EquivalentsAdding Models to the Consolidation Tree

• Select a model on the left side, and then press Ctrl + M to add the model tothe consolidation tree. If a node is already selected in the consolidation tree, theselected model is added as a child to it. If the consolidation tree is empty, theselected model is added as a root node. If only a single model exists in theconsolidation tree, pressing Ctrl+M replaces the existing model rather than addingit 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 consolidationnode on the left and press Ctrl+V. The selected consolidation node is added as achild 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 rootconsolidation node. After a root consolidation node is included, either of thesemethods can be used to build the consolidation tree.

• If a parent-child model structure is already present on the right, Ctrl+M adds theselected 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 themodel 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 areselected. 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.


2-37

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 hasa collapse/expand icon, pressing the Spacebarcollapses or expands

Tab and Shift+Tab Navigates on the headers, going to the next orprevious 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 selectedheader is highlighted. On selecting the row header, the whole row ishighlighted.

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

Keys Action

ALT+n Cancel

ALT+C Done

Simulation for Strategic ModelingNotes:

• 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 isselected in the Strategic Modeling Grid. The following keys are available for this chartcontrol.


2-38

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 dataitem

Down Arrow Move focus and selection to the next data item

Left Arrow Move focus and selection to the previous dataitem on the left

Right Arrow Move focus and selection to the previous dataitem on the right

The Forecast Metric Info Boxes are shown below the Forecast chart. The followingkeys 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, LeftArrow)

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 anedit 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. Afterentering 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 listof possible distributions is shown.


2-39

Table 2-76 Distribution Select Parameters

Keys Action

Tab and Shift-Tab Select next or previous distribution

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 anobject list item selects the list item, movesfocus to the simulation object in the grid, andcloses the dialog box.

Escape Cancel dialog box

Alt+X Clear the search field

Down Arrow With focus on the object list tree, moves focusto the tree item below

Up Arrow Moves focus in the object list tree to the treeitem above

Left Arrow With focus on the object list tree, on anexpanded folder (Assumptions, Forecasts),collapses the item. Otherwise, moves focus tothe list item above. The action is swapped withRight Arrow in RTL locales.

Right Arrow With focus on the object tree list, on anexpanded folder (Assumptions, Forecasts),expands the item. Otherwise, moves focus tothe item above. The action is swapped withLeft Arrow in RTL locales.

Tab Navigate to next focus-able element in thepop-up dialog box (Search edit field, object list,Close)

Shift+Tab Navigate to previous focus-able element in thedialog 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


2-40

Oracle Sales Planning Cloud Keyboard Equivalents

Table 2-79 Predictive Planning Oracle Sales Planning Cloud KeyboardEquivalents

Keys Action

Ctrl+Shift+Alt+Y Brings the focus out of the grid and sets it tothe first widget's Refresh icon in the widgettoolbar. On subsequent uses of the keys, thefocus cycles through the Refresh icons of eachwidget present in the dashboard. You can thenuse the tab key to move the focus to otherdashboard controls.

You can also click on a cell in a grid (in anywidget) and then use these keys. In this case,the focus is set to the first widget's Refreshicon, and cycles through other refresh icons asexplained previously.


2-41

3Data Management

Related Topics

• Accessibility Features

• Recommended Screen Reader Settings

• Using Screen Reader Mode

• Using the Tab Key

• Accessibility Details

Accessibility FeaturesTab 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. Screenreaders will read them as "POV" instead of "pee-oh-vee". To add abbreviationequivalents to the screen reader dictionary, so that you can replace "POV" with "Pointof 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 ModeNote 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 yousave or launch a rule, use the Down Arrow keys to read the message after thescreen reader announces the popup.

3-1

Using the Tab KeyThe default tab order is from left to right, and top to bottom.

Accessibility DetailsThe 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.

Chapter 3Using the Tab Key

3-2

Setup and Configure-Oracle NetSuite Source ConnectionAuthentication Types

Table 3-5 Setup and Configure-Oracle NetSuite Source ConnectionAuthentication Types


Left Arrow and Right Arrow Toggle between user-based or tokenauthentication 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 youcan 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 userinterface. They are located as follows:

1. Target Application Summary region—Thefirst time the mnemonic A is typed onthe keyboard, the control is placed in theTarget Application Summary region. Whenyou click Enter, a new target applicationcan be selected from the Applicationwindow for registration.

2. Application (Dimension) Details region—The second time the mnemonic A istyped on the keyboard, the control isplaced in the Application (Dimension)Details region. When you click Enter, anadditional dimension can be added for thetarget application.

Chapter 3Accessibility Details

3-3

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

Mnemonic Action

D Two Delete buttons are available in the userinterface. They are located as follows:

1. Target Application Summary region—Thefirst time the mnemonic D is typed onthe keyboard, the control is placed inthe Target Application Summary region.When you click Enter, the selected targetapplication is deleted (after you reconfirmthe deletion by clicking OK).

2. Application (Dimension) Details region—The second time the mnemonic D istyped on the keyboard, the control isplaced in the Application (Dimension)Details region. When you click Enter, theselected dimension is deleted (after youreconfirm the deletion by clicking OK).

R Refresh metadata from the selected targetapplication.

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 youcan specify new import format detail.


1. Import Format Summary region—The firsttime the mnemonic D is typed on thekeyboard, the control is placed in theImport Format region. When you clickEnter, the selected import format isdeleted (after you reconfirm the deletionby pressing OK).

2. Import Format Mapping region—Thesecond time the mnemonic D is typedon the keyboard, the control is placed inthe Import Format Mapping region. Whenyou click Enter, the selected mapping isdeleted.


3-4

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 canspecify 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 ofthe user interface:

• Global Mapping• Application Mapping• Source MappingThe Add button adds a blank Period Mappingrow (on the tab in which the action wasperformed) so that you can specify new periodmapping detail.

D The Delete button is available on all the tabs ofthe user interface:

• Global Mapping• Application Mapping• Source MappingThe Delete button deletes the selected PeriodMapping row (on the tab in which the actionwas performed).

Setup: Integration-Category Mapping

Table 3-11 Setup: Integration-Category Mapping

Mnemonic Action

S Saves the edit.

C Cancels the edit.


3-5

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

Mnemonic Action

A The Add button is available on all the tabs ofthe user interface:

• Global Mapping• Application MappingThe Add button adds a blank CategoryMapping row (on the tab in which the actionwas performed) so that you can specify newcategory mapping detail.

D The Delete button is available on all the tabs ofthe user interface:

• Global Mapping• Application MappingThe Delete button deletes the selectedCategory Mapping row (on the tab in which theaction 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.


1. Logic Group Summary region—The firsttime the mnemonic A is typed on thekeyboard, the control is placed in theLogic Group Summary region. When youpress Enter, a blank Logic Group row iscreated so that you can add logic groupdetail.

2. Logic Items region—The second time themnemonic A is typed on the keyboard, thecontrol is placed in the Logic Items region.When you press Enter, you can add anew logic item row.


3-6

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

Mnemonic Action


1. Logic Group Summary region—The firsttime the mnemonic D is typed on thekeyboard, the control is placed in theLogic Group Summary region. When youpress Enter, the selected logic group isdeleted (after you reconfirm the deletionby pressing OK).

2. Logic Items region—The second time themnemonic D is typed on the keyboard, thecontrol is placed in the Logic Items region.When you press Enter, you can delete aselected logic item (after you press OK toconfirm 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 theuser interface. They are located asfollows:

1. Check Rule Group Summaryregion—The first time themnemonic A is typed on thekeyboard, the control is placedin the Check Rule GroupSummary region. When youpress Enter, a blank Check RuleGroup Summary row is createdso that you can add check rulegroup detail.

2. Rule Item Details region—Thesecond time the mnemonic Ais typed on the keyboard, thecontrol is placed in the RuleItem Details region. When youpress Enter, a blank rule item iscreated in which you can specifycheck rule item detail.


3-7

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


Check Rule Group D Two Delete buttons are available inthe user interface. They are locatedas follows:

1. Check Rule Group Summaryregion—The first time themnemonic D is typed on thekeyboard, the control is placedin the Check Rule GroupSummary region. When youpress Enter, the selected checkrule group is deleted (afteryou press OK to confirm thedeletion).

2. Rule Item region—The secondtime the mnemonic D is typedon the keyboard, the control isplaced in the Rule Item region.When you press Enter, you candelete a selected rule item row(after you reconfirm the deletionby pressing OK).

Rule Logic A Two Add buttons are available in theuser interface. They are located asfollows:

1. Rule Summary region—The firsttime the mnemonic A is typedon the keyboard, the control isplaced in the Rule Summaryregion. When you press Enter, ablank Logic Rule row is createdso that you can add logic ruledetail.

2. Display Summary region—Thesecond time the mnemonic Ais typed on the keyboard, thecontrol is placed in the DisplaySummary region. When youpress Enter, a blank DisplayRule row is created in which youcan specify display rule detail.


3-8

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


Rule Logic D Two Delete buttons are availablein the popup. They are located asfollows:

1. Rule Summary region—The firsttime the mnemonic D is typedon the keyboard, the control isplaced in the Rule Summaryregion. When you press Enter,the selected Logic Rule row isdeleted (after you reconfirm thedeletion by pressing OK).

2. Display Summary region—Thesecond time the mnemonic Dis typed on the keyboard, thecontrol is placed in the DisplaySummary region. When youpress Enter, you can delete aselected Display Rule row (afteryou reconfirm the deletion bypressing 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.


1. Check Entity Group Summary region—The first time the mnemonic A is typedon the keyboard, the control is placed inthe Check Entity Group Summary region.When you press Enter, a blank CheckEntity Group row is created so that youcan add check entity group detail.

2. Entity Details region—The second timethe mnemonic A is typed on the keyboard,the control is placed in the Entity Detailsregion. When you press Enter, a blankrow is created so that you can specifyentity detail information.


3-9

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

Mnemonic Action


1. Check Entity Group Summary region—The first time the mnemonic D is typed onthe keyboard, the control is placed in theLogic Group Summary region. When youpress Enter, the selected Check Entitygroup is deleted (after you reconfirm thedeletion by pressing OK).

2. Entity Details region—The second timethe mnemonic D is typed on the keyboard,the control is placed in the Entity Detailsregion. When you press Enter, you candelete a selected Entity row (after youreconfirm the deletion by pressing OK).

Setup: Reports-Report Definition

Table 3-15 Setup: Reports-Report Definition


Reports S Saves the edit.

Reports C Cancels the edit.

Reports A Two Add buttons are available in theuser interface. They are located asfollows:

1. Report Header region—The firsttime the mnemonic A is typedon the keyboard, the control isplaced in the Report Headerregion. When you click Enter,a blank Report Definition rowis created so that you can adddetail.

2. Report Parameter region—Thesecond time the mnemonic Ais typed on the keyboard, thecontrol is placed in the ReportParameters region. When youclick Enter, you can add reportparameters.


3-10

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


Reports D Two Delete buttons are available inthe user interface. They are locatedas follows:

1. Report Header region—The firsttime the mnemonic D is typedon the keyboard, the control isplaced in the Report Headerregion. When you click Enter,the selected report definitionis deleted. (System suppliedreports cannot be deleted. Onlycustom reports created by auser can be deleted.)

2. Report Parameter region—Thesecond time the mnemonic Dis typed on the keyboard, thecontrol is placed in the ReportParameters region. When youclick Enter, you can deletereport parameters.

Report Group S Saves the edits.

Report Group C Cancels the edits.

Report Group A Adds a blank report group row sothat you can specify new reportgroup detail.

Report Group D Deletes a selected report grouprow. (System supplied report groupscannot be deleted. Only customreport groups created by a user canbe deleted.)

Setup: Batch-Batch Definition

Table 3-16 Setup: Batch-Batch Definition


Batch S Saves the edit.

Batch C Cancels the edit.


3-11

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


Batch A Two Add buttons are available in theuser interface. They are located asfollows:

1. Batch Definition SummaryHeader region—The first timethe mnemonic A is typed on thekeyboard, the control is placedin the Batch Definition SummaryHeader region. When you clickEnter, a blank Batch Definitionrow is created so that you canadd detail.

2. Batch Jobs region—The secondtime the mnemonic A is typedon the keyboard, the control isplaced in the Batch Jobs region.When you click Enter, you canadd rule details for the batch.

Batch D Two Delete buttons are available inthe user interface. They are locatedas follows:

1. Batch Definition Summaryregion—The first time themnemonic D is typed on thekeyboard, the control is placedin the Batch Definition Summaryregion. When you click Enter,the selected batch definition isdeleted.

2. Batch Jobs region—The secondtime the mnemonic D is typedon the keyboard, the control isplaced in the Batch Jobs region.When you click Enter, you candelete a batch job.

Batch Group S Saves the edits.

Batch Group C Cancels the edits.

Batch Group A Adds a blank batch group row sothat you can specify new batch groupdetail.

Batch Group D Deletes a selected batch group row.


3-12

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 youcan specify new rule detail.

D Deletes the selected Data Load Rule row (afteryou 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 selecteddata load rule.

Workflow: Data Load-Data Load Mapping

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


All Mappings tab S Saves the edit.

All Mappings tab C Cancels the edit.

Explicit / Between / In / MultiDimension / Like Tabs

S Saves the edit.


C Cancels the edit.


A Adds a blank Mapping rowso that you can specify newmapping details.


D Deletes the selected mappingrow (after you reconfirm thedeletion by pressing OK).


F Refreshes values from thesource 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 selectedreport.


3-13

Workflow: Monitor-Process Details

Table 3-20 Workflow: Monitor-Process Details

Mnemonic Action

R Refreshes the status of the selected ProcessID.


3-14

4Calculation 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 ManagerWhen you enable accessibility for Calculation Manager, preference screen readers,magnifiers, and other tools work with Calculation Manager. If accessibility is notenabled, accessibility tools cannot use most of Calculation Manager. If you changethis 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 MAGicscreen magnifier. For additional information, refer to the documentation included withthese products.

Note:

Oracle does not recommend using JAWS and MAGic simultaneously orusing MAGic as a screen reader.

If you are using JAWS Screen Reading Software, we recommend using theEdge 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 thenclick OK.

Enabling High ContrastTo 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 clickOK.

4-1

Navigating in the Script EditorTo 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 theeditor, place the cursor in the left-most position of the first line, and then press [Shift] +[Tab].

Configuring for JAWSSet JAWS preferences to react to UI updates. MAGic does not require configurationsettings 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 itwhen 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, selectMiscellaneous, 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 interfaceis 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 verbositylevel is selected), and then Control Group Name.

Working in Accessibility ModeFollowing is a list of suggestions for working in Calculation Manager in accessibilitymode:

• On the Planning Home page, click Navigator, then under Create and Manage,click Rules to access Calculation Manager. In Calculation Manager, press theaccess key 'Q' to navigate to the modules within Calculation Manager (such as theDatabase Properties, the Variable Designer, and so on).

Chapter 4Navigating in the Script Editor

4-2

• After navigating to Calculation Manager, to get to the main content area, pressALT+W to bring the focus to the System View. Use the Tab key to navigate to theproduct nodes (for example, the Planning node).

• In the System View, the View menu can be expanded only by selecting ALT+W. Tonavigate to the Select View menu, use the Tab key, and to navigate to the viewswithin it, use the Down arrow key.

• When using submenus in Calculation Manager, mnemonic short cuts for thesubmenus work only when you enter the submenu. After you expand the mastermenu using the mnemonic short cut, you need to select the Right Arrow key (thatis, ->) to enter the sub menu. After you access the submenu. the first option isselected by default; from there, you can use defined mnemonics to navigate in thesubmenu.

• To navigate in look ups, press ALT+SHIFT+H when the lookup loads. Then pressthe Tab key to move the focus to the tree table column header, and press theDown Arrow key to select the first row/member.

• Press SHIFT+DOWN ARROW to select multiple items. To deselect or selectmultiple items, press SHIFT+CTRL+DOWN ARROW/UP ARROW.

Working with Business RulesFollowing is a list of suggestions for working with business rules in CalculationManager:

• To drag drop components from the New Objects and Existing Objects paletteto the business rule flow chart, select the object from New Objects or ExistingObjects and press CTRL+C to copy it. Press CTRL+M to set the focus on rule flowchart, and then press T to paste the component into the desired location.

• To paste an object in between two components in a business rule flow chart, selectthe component to the left of the location in which you want the new component todisplay and then press T to paste the component.

• To delete a component from a business rule flow chart, press the Delete key.

Using the Tab Key in the User InterfaceThe default tab order in the Calculation Manager user interface flows from left to rightand 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 directionsso that tabbing from the last item focuses on the first item, and reverse-tabbing fromthe first item focuses on the last item.

Calculation Manager Keyboard EquivalentsThese sections describe the access and accelerator keys within Calculation Manager.

Context Menu KeysTo invoke the context menu on nodes, press Ctrl+Alt+M.

Chapter 4Calculation Manager Keyboard Equivalents

4-3

Custom View KeysFrom the Existing Objects palette, you can select objects and press CTRL+SHIFT+Cto copy the objects. Then you can select the location into which you want to copythe objects in the main content area, and press CTRL+SHIFT+P to copy the selectedobjects into the selected folder.

In the main content area of the Custom view, you can press CTRL+SHIFT+X to selectobjects in a folder. Then select another folder and press CTRL+SHIFT+P to move theselected objects from the first folder to the second folder.

Rule Designer Keys

Table 4-1 Rule Designer Keys

Task Accelerator Key

Within the Rule DesignerNew 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 gridsInvoke Comment dialog for the selected dimension Alt+Shift+M

Reset grid Alt+G

Copy from palette and paste into the business rule flow chartDrag 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 chartMove all of the selected nodes' focus to the top ofeach selected node's column. (The selection is notpreserved.)

A

Move all of the selected nodes' focus to the bottomof each selected node's column. (The selection is notpreserved.)

Shift+A

Go to any of the following items:

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

B

Copy C

Deselect all nodes that are part of the group selection,but keep the focus and highlight the last node.

D


4-4

Table 4-1 (Cont.) Rule Designer Keys


Go to any of the following items:

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

E

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 intothe Else part of the condition

I

Put focus on the end node L

Go to the Else-condition node only if it’s a conditionnode

N

Move the last selected node's focus to the top of itscolumn and preserve the selection

P

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 thecondition

W

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/editorToggle 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 complete Shift+Space

Comment Ctrl+/

Uncomment Ctrl+Alt+/

Copy Ctrl+C

Paste Ctrl+V

Cut Ctrl+X

Undo Ctrl+Z


4-5

Table 4-1 (Cont.) Rule Designer Keys


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 menuRefresh R Ctrl+H

Ruleset tree toolbarSave 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 iconsRemove R None available

Move up U Crtl+Shift+U

Move down W Ctrl+Shift+D

Ruleset tree drag and dropDrag from Existing and NewObjects palette

None available Ctrl+C

Paste into flow chart None available Ctrl+V


4-6

Script Debugger Keys

Table 4-3 Script Debugger Keys

Task Access Key Accelerator Key

Action, Edit Ctrl+Shift+U None available

Script DebuggerNavigate to script section Alt+S None available

Navigate to properties (currentmembers and break point )section

Alt+P None available

Navigate to current valuessection

Alt+U None available

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 MenuStart 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


Script DesignerAction 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

Script Component/EditorToggle 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


4-7

Table 4-4 (Cont.) Script Designer Keys


Edit template Ctrl+H

Design time prompt selector Ctrl+E


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

5Financial Reporting

Related Topics

• Accessibility for Financial Reporting

Accessibility for Financial ReportingTable 5-1 Accessibility for Financial Reporting

Key Action

CTRL+F6, followed byTab

To select a report in books and batches, if the focus is on the wholelist.

Enter To show a report, if the report is selected in the list.

Member SelectionArrow 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 anopen/close folder image.

POV BarTab Navigate through dimension buttons, if focus is on whole POV bar.

Enter Used to launch member selection dialog.

Import FinancialReporting DocumentsDialog Box

In the Import dialog, when the focus is on a frame, press Ctrl+F6 toenter a frame, then press Tab to select the first focusable item.

AnnotationsCtrl+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 whichto use . Select View, then View Annotations to hide/display theAnnotation pane.

5-1

6Predictive 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 ViewAccessibility is the extent to which products, systems, and so on can be used bypeople with a wide range of disabilities. Specifically, accessibility is the ability ofproducts to support the needs of users with visual impairments—including blindness,partial sight (low vision), and color blindness—and motor impairments that preventthem from using a mouse or a standard keyboard.

Predictive Planning supports accessibility at all times through keyboard shortcuts andother means. Users who require additional support can activate Accessibility modewith the following features:

• Series or other distinctions in charts have different patterns, not just differentcolors.

• Accessible text is provided in blank charts to indicate whether data is available orwhy it is not.

• Microsoft Excel charts are included in reports by default and values of the chartseries 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, clearthe Enable accessibility options selection in the Options dialog.

Predictive Planning in Smart View Accessibility FeaturesThis section describes specific accessibility features in Predictive Planning for OracleSmart View for Office that may differ from other Planning features.

6-1

Using the Tab and Arrow Keys in the Predictive Planning UserInterface

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

Tab Order in DialogsDefault tab order in the Predictive Planning dialogs flows from left to right, top tobottom. 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 RibbonIn Oracle Smart View for Office and Planning, use Alt+y, p to display the Predictribbon. Then, use Alt+b to select the ribbon. With the Predict ribbon selected, use thekeys in Table 1 to select ribbon icons.

Note:

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

Note:

Oracle tries to avoid keyboard equivalent conflicts; if a key combination is thesame as one on a Microsoft Excel menu, you can use the Down Arrow keyto access the command you want. Commands are listed in the same order inwhich 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 dialogfor administrators and users whose roles allowthem 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 predefinedcomparison views; use the Up and DownArrow keys to move through the list of views

Chapter 6Keyboard Equivalents for the Predict Ribbon

6-2

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

Press Alt-b, Then These Keys Action

e Edit Current View; modifies the currentlydisplayed comparison chart view

n New View; creates a new comparison chartview

m Manage Views; enables you to edit, rename,remove, or reorder any built-in or custom view

f Filter Results; displays results that meetcertain criteria

t Paste Results; enables you to copy predictionresults into a scenario on the form

r Create Report; provides information aboutselected members

d Extract Data; builds tables of prediction results

h Help; displays the online Predictive PlanningUser's Guide

h, l Launch Crystal Ball; runs Oracle Crystal Ball ifavailable

o Options; enables you to select and cleargeneral Predictive Planning option settings forthe current session

Predictive Planning in Smart View Keyboard Equivalents forDialog Boxes

The tables in this topic list keyboard equivalents that apply to Predictive Planningdialog boxes. For ribbon keyboard equivalents, see Keyboard Equivalents for thePredict Ribbon. See Keyboard Equivalents for Dialog Controls Without Labels or AltActivations, 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, seeKeyboard Equivalents for Set Up Form Dialog.

Keyboard Equivalents for Labeled Dialog Controls, General UsersThe tables in this section are for all users of Predictive Planning and include keys forthe following:

• Table 1

• Table 2

• Table 3

• Table 4

• Table 5

• Table 6

• Table 7

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

6-3

• 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

Table 6-5 Keyboard Equivalents: Change Historical Data and ChangePrediction 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

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+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 ReportSummary with the following Details selections:

Alt+r Report title

Alt+u Run date, time

Alt+d Data attributes


6-6

Table 6-15 (Cont.) Keyboard Equivalents: Report Tab of the Report PreferencesDialog, 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 isPredictor Members with the following Detailsselections:

Alt+r Chart

Alt+p Predicted values

Alt+t Statistics

Alt+m Methods

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

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+m Selected members

Alt+p Preferences

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

Keys Control

Alt+s Data to extract list; first selection is ResultsTable with the following Details selections:


6-7

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

Keys Control

Alt+d Past data

Alt+f Future data

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

Keys Control

Alt+s Data to extract list; second selection isMethods Table with the following Detailsselections:

Alt+u Accuracy

Alt+e Errors

Alt+a Parameters

Alt+n Ranking

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

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 ifavailable

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 duringfilter operations

Alt+t Reset; for "Do not showcheckboxes"


6-8

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

Keys Control

Alt+f Format (for period and year)

Alt+p Separator (date)

Alt+e Enable accessibility options

Keyboard Equivalents for Dialog Controls Without Labels or AltActivations, General Users

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

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

Keys Action

Ctrl+Up Arrow In the Predictive Planning panel, selects theprevious member

In the New View, Modify View, and ManageViews dialog box, moves a view up in order

Ctrl+Down Arrow In the Predictive Planning panel, selects thenext member

In the New View, Modify View, and ManageViews dialog box, moves a view down in order

Ctrl+p In the Predictive Planning panel, displays theChart Preferences dialog

Ctrl+z In the Predictive Planning panel, selects theChart Scale slide control to display more orless detail in the chart

Ctrl+t In the Predictive Planning panel, detaches thepane from the side of the window; same as thePin Panel button

F1 In the Predictive Planning panel, displaysonline Help

Keyboard Equivalents for Set Up Form DialogThe following tables in this section are for administrators and users whose roles allowthem to modify Planning forms. The tables include keys for the Set Up Form dialogtabs:

• Table 1

• Table 2

• Table 3

• Table 4

• Table 5


6-9

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 predictionscenarios

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

Keys Control

Alt+b Bottom-up

Alt+t Top-down

Alt+f Full

Alt+k Skip 'read only' members

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

Keys Control

Alt+u Automatic

Alt+m Manual


6-10

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

7Smart View

Related Topics

• About Smart View Accessibility

• Enabling Accessibility for Smart ViewAfter reviewing this chapter, you are familiar working with JAWS® for Oracle SmartView for Office .

• Smart View for Office 2010 Ribbon Keyboard Equivalents




• Smart View Panel NavigationThe keys for navigating in the Oracle Smart View for Office Panel are displayed.

About Smart View AccessibilityThis 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 Ymay become Y1 or Y2 if there are ribbons created by add-ins in additionto Smart View.

• Keyboard equivalents for languages other than English may be differentfrom those listed in the chapters in this guide.

Enabling Accessibility for Smart ViewAfter reviewing this chapter, you are familiar working with JAWS® for Oracle SmartView for Office .

Related Links:

About Enabling Accessibility for Smart View

Working with JAWS

Enabling JAWS to Read ListView Headers

7-1

About Enabling Accessibility for Smart View

You do not need to enable accessibility specifically for Smart View; it is always inaccessible mode. Smart View output is in the form of Excel spreadsheets, Worddocuments, and PowerPoint slides, which are accessible through Microsoft Office. Forinformation about Excel, Word, or PowerPoint accessibility, refer to Microsoft Officeproduct 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 JAWSto 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 SelectForms or Manage Journals.

ListView headers are the column headings within a ListView. By default, JAWS doesnot 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 pressEnter.

The Customize Headers dialog box is displayed

4. In the Column Headers group, select the Speak Custom Text AND Headeroption.

5. Click OK to save the changes.

JAWS should begin speaking the column headers in the ListView element. If thisdoesn't happen, restart the Office application.

Smart View for Office 2010 Ribbon Keyboard EquivalentsRelated Topics

• Smart View Ribbon Keyboard Equivalents for Excel 2010Displays the keyboard equivalents for items on the Smart View ribbon in Excel2010.

• Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2010Displays the keyboard equivalents for items on the Oracle Smart View for Officeribbon in Word and PowerPoint 2010.

• Planning Ribbon Keyboard Equivalents for Excel 2010Displays the keyboard equivalents for items on the Planning ribbon for Excel 2010.

Chapter 7Smart View for Office 2010 Ribbon Keyboard Equivalents

7-2

• Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon forExcel 2010.

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

Table 7-1 Smart View Ribbon Keyboard Equivalents for Excel 2010 (assumesSmart 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 AnalysisDocument

Alt+S+C+O+E Connections, Reporting and AnalysisDocument, Edit

Alt+S+C+O+C Connections, Reporting and AnalysisDocument, 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 (FinancialManagement)


7-3

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+B More, Migrate Batch (Financial Management)

Alt+S+R+M+R More, Migrate Active Workbook (HyperionEnterprise)

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 sourceAlt+S+Y+4, when connected to data source

Start Diagnostics; Stop Diagnostics


Clear Diagnostics Folder


Take Screenshot


Create Archive


Diagnostics Options


Save Document

Smart View Ribbon Keyboard Equivalents for Word and PowerPoint2010

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

Table 7-2 Smart View Ribbon Keyboard Equivalents for Word and PowerPoint2010 (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 AnalysisDocument

Alt+Y+1+C+O+C Connections, Reporting and AnalysisDocument, Create Template

Alt+Y+1+C+O+R Connections, Reporting and AnalysisDocument, Refresh Template

Alt+Y+1+C+O+E Connections, Reporting and AnalysisDocument, Edit

Alt+Y+1+C+O+C Connections, Reporting and AnalysisDocument, Edit Connection

Alt+Y+1+C+U Connections, Recently Used

Alt+Y+1+Y+2 Copy


7-4

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

Keys Action

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)

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

Table 7-3 Planning Ribbon Keyboard Equivalents for Excel 2010 (assumesprovider 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


7-5

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

Keys Action

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 (Planningon-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


7-6

Planning Ad Hoc Ribbon Keyboard Equivalents for Excel 2010Displays the keyboard equivalents for items on the Planning Ad Hoc ribbon for Excel2010.

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

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+U Adjust


7-7

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+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+Z+3 Workflow

Alt+Y+1+Z+3+Y+1 Workflow, Approvals

Alt+Y+1+Z+3+Y+2 Workflow, Copy Version


• Smart View Ribbon Keyboard Equivalents for Excel 2013Displays the keyboard equivalents for items on the Oracle Smart View for Officeribbon in Excel 2013.

• Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2013Displays the keyboard equivalents for items on the Oracle Smart View for Officeribbon in Word and PowerPoint 2013.



Smart View Ribbon Keyboard Equivalents for Excel 2013Displays the keyboard equivalents for items on the Oracle Smart View for Office ribbonin Excel 2013.


Keys Action


Alt+S+P Panel

Alt+S+C Connections




7-8


Keys Action





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+S Options

Alt+S+H Help







Alt+S+F Sheet Info

Alt+S+R+M More












Take Screenshot


7-9


Keys Action


Create Archive

Alt+S+Y+7, if not connected to data sourceAlt+S+Y+8

Diagnostics Options


Save Document


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


Keys Action


Alt+Y+1+P Panel








Alt+Y+1+Y+2 Copy

Alt+Y+1+Y+3 Paste Data Point



Alt+Y+1+Y+5+A Refresh, Replace and Refresh

Alt+Y+1+Y+5+S Refresh, Replace All Slides (PowerPoint)


Alt+Y+1+S Options

Alt+Y+1+H Help





7-10


Keys Action

Alt+Y+1+H+E Help, Documentation



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)



Keys Action

Alt+Y+1+Y+3 Analyze

Alt+Y+1+D+R Refresh









Alt+Y+1+D+L Lock




Alt+Y+1+D+U Adjust





7-11


Keys Action



Alt+Y+1+D+M More



















Keys Action

Alt+Y+1+Y+3 Zoom In





Alt+Y+1+Y+5 Pivot







7-12

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+9 Query




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

Alt+Y+1+Y+F+N Cascade, New Workbook

Alt+Y+1+Y+F+D Cascade, Different Workbooks


Alt+Y+1+D+R Refresh


Alt+Y+1+D+R+A Refresh, Refresh All Worksheets










Alt+Y+1+D+U Adjust










Alt+Y+1+Y+G Approvals

Alt+Y+1+Y+H Copy Version


7-13



• Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2016Displays the keyboard equivalents for items on the Smart View ribbon in Word andPowerPoint 2016.





Keys Action


Alt+S+P Panel

Alt+S+C Connections







Alt+S+E+N Undo

Alt+S+E+D Redo

Alt+S+E+C Copy

Alt+S+E+V Paste

Alt+S+U Functions








7-14


Keys Action



Alt+S+S Options

Alt+S+H Help







Alt+S+F Sheet Info

Alt+S+R+M More











Alt+S+Y+6, if not connected to data sourceAlt+S+Y+7 when connected to data source

Take Screenshot


Create Archive


Diagnostics Options

Alt+S+Y+9, if not connected to data sourceAlt+S+Y+Y+A, when connected to data source

Save Document


7-15


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


Keys Action


Alt+Y+2+P Panel








Alt+Y+2+Y+3 Copy

Alt+Y+2+Y+4 Paste



Alt+Y+2+Y+6+A Refresh, Refresh (PowerPoint)

Alt+Y+2+Y+6+S Refresh, Refresh All Slides (PowerPoint)


Alt+Y+2+S Options

Alt+Y+2+H Help




Alt+Y+2+H+D Help, Documentation



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


7-16



Keys Action

Alt+Y+2+Y+3 Analyze

Alt+Y+2+D+R Refresh









Alt+Y+2+D+L Lock




Alt+Y+2+D+U Adjust






Alt+Y+2+D+M More

















7-17


Keys Action



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+5 Pivot






Alt+Y+2+Y+9 Query




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+D+R Refresh


Alt+Y+2+D+R+A Refresh, Refresh All Worksheets






7-18

Table 7-12 (Cont.) Planning Ad Hoc Ribbon Keyboard Equivalents for Excel2016 (assumes Planning Ad Hoc ribbon is Alt+Y+2+2)

Keys Action






Alt+Y+2+D+U Adjust










Alt+Y+2+Y+G Approvals

Alt+Y+2+Y+H Copy Version



• Smart View Ribbon Keyboard Equivalents for Word and PowerPoint 2019Displays the keyboard equivalents for items on the Smart View ribbon in Word andPowerPoint 2019.




7-19



Keys Action


Alt+S+P Panel

Alt+S+C Connections







Alt+S+C+A Connections, All Named Connections

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+D+R Refresh

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+F Sheet Info

Alt+S+R+M More



7-20


Keys Action










Alt+S+Y+6, if not connected to data sourceAlt+S+Y+7 when connected to data source

Take Screenshot


Create Archive


Diagnostics Options

Alt+S+Y+9, if not connected to data sourceAlt+S+Y+Y+A, when connected to data source

Save Document


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


Keys Action


Alt+Y+1+P Panel








Alt+Y+1+Y+3 Copy


7-21


Keys Action

Alt+Y+1+Y+4 Paste



Alt+Y+1+Y+6+A Refresh, Refresh (PowerPoint)

Alt+Y+1+Y+6+S Refresh, Refresh All Slides (PowerPoint)


Alt+Y+2+S Options

Alt+Y+2+H Help




Alt+Y+2+H+D Help, Documentation



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



Keys Action

Alt+Y+2+Y+1 Analyze

Alt+Y+2+D+R Refresh









Alt+Y+2+D+L Lock





7-22


Keys Action

Alt+Y+2+D+U Adjust






Alt+Y+2+D+M More





Alt+Y+2+D+M+F+T More, Offline, Take Offline (Oracle HyperionPlanning on-premises only)

Alt+Y+2+D+M+F+Y More, Offline, Sync Back to Server (OracleHyperion Planning on-premises only)

Alt+Y+2+D+M+F+R More, Offline, Refresh Offline Definition(Oracle Hyperion Planning on-premises only)












Keys Action

Alt+Y+2+Y+1 Zoom In





Alt+Y+2+Y+3 Pivot



7-23

Table 7-16 (Cont.) Planning Ad Hoc Ribbon Keyboard Equivalents for Excel2019 (assumes Planning Ad Hoc ribbon is Alt+Y+2)

Keys Action





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+D+R Refresh












Alt+Y+2+D+U Adjust










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


7-24

Smart View Panel NavigationThe 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 andOffice components such as the activeapplication window or ribbon

Tab Move through Smart View Panel from top tobottom

Shift+Tab Move through Smart View Panel from bottomto top

Up and down arrow keys Scroll through items in tree viewActivate the drop-down menu on the Homebutton 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

Chapter 7Smart View Panel Navigation

7-25

8Financial 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 ShortcutsThe 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+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+1, Ctrl+2,Ctrl+3, Ctrl+4,Ctrl+5, Ctrl+6,Ctrl+7, Ctrl+8,Ctrl+9

Same as Ctrl+0, but the action applies to the specified view pane. Forexample, pressing Ctrl+3 moves focus to the first focusable child in the taborder in the third view pane.

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 HyperionFinancial Reporting only. See the Oracle Hyperion Financial Reporting User'sGuide.

Ctrl+Shift+F Move focus to the Search field.

Ctrl+Shift+F4 Close current active module: document, task, or file. If none are open, nothinghappens.

Ctrl+F6 Enter a frame content area and move focus to the first focusable element, ifany.

Ctrl+Shift+F6 Exit the frame content area and return focus to the frame.

8-1

Table 8-1 (Cont.) Global Navigation Shortcuts

Keys Action

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, thecurrent 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 HyperionFinancial Reporting only. See the Oracle Hyperion Financial Reporting User'sGuide.

Ctrl+Shift+T Move focus to the Standard toolbar. Use the Tab key to select individualbuttons.

Ctrl+Shift+Y Move focus to the Content area. This transfers focus to the first focusable childin the tab order of the Content area of an active document.

Accessibility Behaviors for General UI ElementsListed below are specific keystrokes for User Interface (UI) elements, as well asexpected 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 leftclick.

ComboBox • Up or down arrow keys display the popup menu and enable valueselection.

• 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(IFrame)

• Press Ctrl+F6 to enter a frame. You may need to press Tab to select thefirst focusable item.

• Press Ctrl+Shift+F6 to exit the frame content area and return focus to theframe.

List • The up or down arrow keys move selection focus up or down through thelist elements. The selection is continually updated.

• Ctrl+Up or Ctrl+Down moves focus up or down without changing thecurrent selection. Press Spacebar to add the item to the selection.

• Shift+Up or Shift+Down key moves focus up or down and adds the itemwith focus to the selection.

Note: If the list supports only a single selection, the Ctrl and Shift modifiershave no effect.

Chapter 8Accessibility Behaviors for General UI Elements

8-2

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

UI Element Action

Tab Bar Left or right arrow key moves selection focus and selects the new tabimmediately. 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 ithas children. If it has no children, there is no effect. The expansion isnot recursive. However, if the tree is capable of remembering the previousexpansion state of any subnodes, it should do so.

Accessibility for Explore Tree and Explore ListTable 8-3 Accessibility for the Explore Repository Tree and the ExploreRepository List

Key Action

Explore TreeUp 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. Selectiondoes not wrap.

Page Up When on any node, move to the last visible node on the previouspage; or, if there is no previous page, the first node on the currentpage.

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 expandedfolder.When on a folder node with a minus icon, collapse the node.

Arrow Keys (left/right/top/bottom)

The built-in keys for moving around the Explore Repository andaccessing different cells and rows in a grid or tree view.

Explore ListUp 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. Selectiondoes not wrap.

Page Up When on any node, move to the last visible node on the previouspage; or, if there is no previous page, the first node on the currentpage.

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 currentselection.

Ctrl+Space When on any node, select/clear the currently focused item.

Ctrl+A When on any node, select all nodes.

Chapter 8Accessibility for Explore Tree and Explore List

8-3

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

Key Action

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/right/top/bottom)

The built-in keys for moving around the Explore Repository andaccessing different cells and rows in a grid or tree view.

The following rules are applied when using the context menu key to display contextmenus 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 isdisplayed for the selected item.

– If the mouse pointer is not over the selected item, then no context menu isdisplayed.

• 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 isdisplayed for the selected item.

– If the mouse pointer is over a blank area, for example not pointing to anyitems, 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 notdisplayed.

Accessibility For the Content Tab BarWhen 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/UpArrows

When on any document content tab, the next tab to the right is selected. Theselection wraps from the rightmost tab to the leftmost.

Left/DownArrows

When on any document content tab, the next tab to the left is selected. Theselection wraps from the leftmost tab to the rightmost.

Accessibility for the Properties Dialog BoxThe following keyboard shortcuts are supported for the sidebar icon list for the Filemenu Preferences and Properties options.

Chapter 8Accessibility For the Content Tab Bar

8-4

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

Key Action

GridUp/Down Arrow Change selection

Space Bar Check/clear the check box. Uncheck to hide the selected column inthe Explore Repository list.

Move item up/downimage to change theitem's order in the listUp/Down Arrow Select the item to move

Tab to Up/Down ArrowImage

Move item up or down

Space Bar Activate to move item up or down

Accessibility for the Favorites Manager Dialog BoxTable 8-7 Shortcut Keys in the Favorites Manager Dialog Box

Keys Action

GridUp/Down/Left/Right Arrows

Change current cell selection

Space Bar Check/clear cell

Accessibility For the File Dialog BoxTable 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 notwrap from the first node in the list to the last.

Down Arrow When on any node, select the node below the current one. Selection does notwrap 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, ifthere 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 thereis no next page, the last node on the current page.

Chapter 8Accessibility for the Show Columns Dialog Box

8-5

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

Key Action

Left Arrow When on any node, drill up to the folder node (parent of the current node). Ifalready 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 BatchesTable 8-9 Shortcut Keys for Creating Books and Batches

Key Action

Left side with items to be added to the selected listDown 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 currentone. Selection does not wrap from the first node to the last.

Page Up When on any node, move to the last visible node on theprevious page; or, if there is no previous page, the first nodeon the current page.

Page Down When on any node, move to the first visible node on the nextpage; or, if there is no next page, the last node on the currentpage.

Left Arrow When on any node, drill up to the folder node (parent of thecurrent node). When at the root node, nothing happens.

Ctrl+Up/Down Arrow When on any node, enable navigation without changing theselection.

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 presentcontents.

Right Arrow When on any node except the folder node, add item to theselected list.

Right side with items in theselected listDown Arrow When on any node, select the next node below the current

one. Selection does not wrap from the first node to the last.

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 previouspage; or, if there is no previous page, the first node on thecurrent page.

Page Down When on any node, go to the first visible node on the nextpage; or, if there is no next page, the last node on the currentpage.

Left Arrow When on any node, remove the item from the selected list.

Chapter 8Accessibility For Creating Books and Batches

8-6

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

Key Action

Move Up/Down arrow imageto change the item's order inthe listUp/Down Arrow Select the item to move.

Tab to Up/Down Arrow Image Select an arrow to indicate whether to move the item up ordown.

Space Bar Activate moving the item up or down.

Chapter 8Accessibility For Creating Books and Batches

8-7