IBM Planning Analytics 2.0.0 keyboard shortcuts

IBM Planning Analytics 2.0.0

Zeynel -
14 months ago
- Shortcuts

This list of IBM Planning Analytics shortcuts will help you master using the software. While our list doesn't include every available shortcut, most of the hotkeys are covered here.

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Alt + Y

(to place focus on the IBM Planning Analytics tab in the ribbon) Start IBM Planning Analytics for Microsoft Excel or IBM Cognos® for Microsoft Office

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When an item on the IBM Planning Analytics tab is selected, select the next or previous button or menu on the tab

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Home

Select the first command on the menu or submenu

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End

Select the last command on the menu or submenu

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⤶ Enter

Open the selected menu, or perform the action for the selected button or command

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↑  Shift + F10

Open the context menu for the selected item or area of focus

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Esc

Close an open context menu

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Office 2013 and 2016 users

Move the focus to the task pane by holding Shift and pressing F6 3 times
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Tab then Tab

Select the server

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Space then

Open and navigate the sub menu

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then ⤶ Enter

Select the database

Office 2013 and 2016 users

0
  

When the task pane is active, select a component

Selects a component such as IBM Planning Analytics for Microsoft Excel or IBM Cognos for Microsoft Office

Office 2010 users

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or Ctrl + Tab
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or   

Office 2013 users

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Tab

When the IBM Cognos Office pane is active, select the next or previous option in the pane

Office 2010 users

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Ctrl + Tab

When the IBM Cognos Office pane is active, select the next or previous option in the pane.

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Ctrl + M then T

Place the focus on the metadata tree.

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Ctrl + M then U

Place the focus on the overview area of an Exploration View.

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Alt + Y then 2

Place the focus on the IBM Planning Analytics tab.

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Tab

When the Edit Filter window is active, change the focus on controls by moving between buttons, filter lines and conjunctions, which are the AND and OR operators.

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Space

Toggle the expression between AND and OR when a conjunction control is active.

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When a conjunction control, such as AND and OR operators are active, compress the expression.

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or Num -
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When a conjunction control, such as AND and OR operators are active, expand the expression.

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or Num +
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Tab

Move to the next option or option group.

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↑  Shift + Tab

Move to the previous option or option group.

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Move between options in an open drop-down list, or between options in a group of options.

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Space

Perform the action for the selected button, or select or clear the selected check box.

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↑  Shift + F10 then A - Z

(then press the first letter of an option in a drop-down list) Open the context menu, if it is closed, and move to that option in the context menu.

0

Open the selected drop-down list.

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A - Z

(First letter of an option in a drop-down list) Open the selected drop-down list.

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Esc

(Office 2013 users) Close the selected drop-down list.

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(Office 2013) Expand or collapse a folder.

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Ctrl + ⤶ Enter

(Office 2010) Expand or collapse a folder.

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Esc

Cancel the command and close the window

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Ctrl + M then O

Open the Select Package dialog box.

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⤶ Enter

When the Open dialog box is active, open the selected report locally.

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⤶ Enter

(After selecting the file name, tab to the Publish button and press ENTER.) When the Publish dialog box is active and the appropriate folder is expanded, publish the selected Microsoft Office document.

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Ctrl + Tab

In IBM Cognos for Microsoft Office, move to a tab page, such as the Browse Content or the Manage Data page, on the IBM Cognos pane.

0

Move to the first selectable node. If the node has children and the child node is expanded, move to the first child node

-1
  

Move to the next selectable node

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Expand the selected node, or move to the first selectable child node

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Collapse the selected node, move to the parent node, or move to the first selectable node

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Home

Move to the first node in a tree control

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End

Move to the last node in a tree control

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Alt + F9

Rebuild a Dynamic Report.

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Alt + Y then 2 then D

Perform drill through

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Ctrl + M then Z

Undo the most recent action in the exploration

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Ctrl + M then Y

Redo the most recent action in the exploration

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Ctrl + M then G

Expand or collapse a consolidated element in a Dynamic Report

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Ctrl + M then A

Edit the annotation for the selected cell

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Ctrl + M then C

Commit the changed value for the selected cell

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Ctrl + M then H

Hold the value in the selected cell, or release a hold on a cell

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Ctrl + M then R

Refresh the current Quick Report or Exploration View.

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Ctrl + M then L

Clear the data from the current Quick Report.

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Ctrl + M then W

Refresh all Quick Reports on the worksheet

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Ctrl + M then P

Show the properties for the current Quick Report.

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Ctrl + M then C

Commit changed values in the current Quick Reports.

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Tab

Move between enabled items in the set editor

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or ↑  Shift + Tab
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Move through items in a menu and members

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Move to a sub menu

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⤶ Enter

Select an option

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↑  Shift + F10

Show a context menu

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Ctrl + F2

When the focus is inside the rich text editor, move to the next control

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↑  Shift + Ctrl + F2

When the focus is inside the rich text editor, move to the previous control


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Program information

Program name: IBM Planning Analytics 2.0.0 IBM Planning Analytics 2.0.0 (Productivity)

IBM Planning Analytics is a business performance management software suite designed to implement collaborative planning, budgeting and forecasting solutions.

Web page: ibm.com/docs/SSD29G_2.0.0/com....

How easy to press shortcuts: 74%

More information >>

Shortcut count: 67

Platform detected: Windows or Linux


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