Learn IBM Planning Analytics Shortcuts for Windows
Most Used IBM Planning Analytics Shortcuts Action IBM Planning Analytics Shortcut keys Start IBM Planning Analytics for Microsoft Excel or IBM Cognos® for Microsoft Office Alt + Y When an item on the IBM Planning Analytics tab is selected, select the next or previous button or menu on the tab Arrow Keys Select the first command on the menu or submenu Home Select the last command on the menu or submenu End Open the selected menu, or perform the action for the selected button or command Enter Open the context menu for the selected item or area of focus Shift + F10 Close an open context menu Esc
Task pane Shortcuts Action IBM Planning Analytics Shortcuts Select the server Tab then Tab Open and navigate the sub-menu Spacebar then Down Arrow Key Select the database Right Arrow Key then Enter When the task pane is active, select a component Left & Right Arrow Key Select a component such as IBM Planning Analytics for Microsoft Excel or IBM Cognos for Microsoft Office Ctrl + Tab When the IBM Cognos Office pane is active, select the next option in the pane Tab When the IBM Cognos Office pane is active, select the previous option in the pane. Ctrl + Tab Place the focus on the metadata tree. Ctrl + M then T Place the focus on the overview area of an Exploration View. Ctrl + M then U Place the focus on the IBM Planning Analytics tab. Alt + Y then 2
Edit filter window Shortcuts Action IBM Planning Analytics Shortcut keys Toggle the expression between AND and OR when a conjunction control is active. Spacebar When a conjunction control, such as AND and OR operators is active, compress the expression. Left Arrow Key When a conjunction control, such as AND and OR operators is active, expand the expression. Right Arrow Key
Dialog boxes or windows Shortcuts Action IBM Planning Analytics Shortcuts Move to the next option or option group. Tab Move to the previous option or option group. Shift + Tab Move between options in an open drop-down list, or between options in a group of options. Arrow Keys Perform the action for the selected button, or select or clear the selected check box. Spacebar Open the context menu, if it is closed, and move to that option in the context menu. Shift + F10 then A – Z Open the selected drop-down list. Down Arrow Key (First letter of an option in a drop-down list) Open the selected drop-down list. A – Z (Office 2013 users) Close the selected drop-down list. Esc (Office 2013) Expand or collapse a folder. Left & Right Arrow Key (Office 2010) Expand or collapse a folder. Ctrl + Enter Cancel the command and close the window Esc Open the Select Package dialog box. Ctrl + M then O When the Open dialog box is active, open the selected report locally. Enter
Tree view Shortcuts Action IBM Planning Analytics Shortcut keys Move to the first selectable node. If the node has children and the child node is expanded, move to the first child node Down Arrow Key Move to the next selectable node Up & Down Arrow Key Expand the selected node, or move to the first selectable child node Right Arrow Key Collapse the selected node, move to the parent node, or move to the first selectable node Left Arrow Key Move to the first node in a tree control Home Move to the last node in a tree control End
Report options Shortcuts Action IBM Planning Analytics Shortcut keys Rebuild a Dynamic Report. Alt + F9 Perform drill through Alt + Y then 2 then D Undo the most recent action in the exploration Ctrl + M then Z Redo the most recent action in the exploration Ctrl + M then Y Expand or collapse a consolidated element in a Dynamic Report Ctrl + M then G Edit the annotation for the selected cell Ctrl + M then A Commit the changed value for the selected cell Ctrl + M then C Hold the value in the selected cell, or release a hold on a cell Ctrl + M then H Refresh the current Quick Report or Exploration View. Ctrl + M then R Clear the data from the current Quick Report. Ctrl + M then L Refresh all Quick Reports on the worksheet Ctrl + M then W Show the properties for the current Quick Report. Ctrl + M then P Commit changed values in the current Quick Reports. Ctrl + M then C
Set editor Shortcuts Action IBM Planning Analytics Shortcut keys Move between enabled items in the set editor Tab Move through items in a menu and members Up & Down Arrow Key Move to a sub-menu Right Arrow Key Select an option Enter Show a context menu Shift + F10 When the focus is inside the rich text editor, move to the next control Ctrl + F2 When the focus is inside the rich text editor, move to the previous control Shift + Ctrl + F2
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