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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