=============================================== IBM Planning Analytics 2.0.0 keyboard shortcuts =============================================== First published at 2/16/2023 on https://defkey.com/ibm-planning-analytics-2-0-0-shortcuts IBM Planning Analytics is a business performance management software suite designed to implement collaborative planning, budgeting and forecasting solutions. IBM Planning Analytics 2.0.0 has 67 shortcuts and we have listed all of them below. IBM Planning Analytics ---------------------- 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 Arrow keys When an item on the IBM Planning Analytics tab is selected, select the next or previous button or menu on the tab Home Select the first command on the menu or submenu End Select the last command on the menu or submenu Enter Open the selected menu, or perform the action for the selected button or command Shift + F10 Open the context menu for the selected item or area of focus Esc Close an open context menu Task pane --------- Office 2013 and 2016 users: Move the focus to the task pane by holding Shift and pressing F6 3 times Tab then Tab Select the server Space then Down arrow Open and navigate the sub menu Right arrow then Enter Select the database Office 2013 and 2016 users: Left arrow / Right arrow 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: Ctrl + Tab When the task pane is active, select a component Left arrow / Right arrow When the task pane is active, select a component Office 2013 users: Tab When the IBM Cognos Office pane is active, select the next or previous option in the pane Office 2010 users: Ctrl + Tab When the IBM Cognos Office pane is active, select the next or previous option in the pane. ' - Ctrl + M then T Place the focus on the metadata tree. Ctrl + M then U Place the focus on the overview area of an Exploration View. Alt + Y then 2 Place the focus on the IBM Planning Analytics tab. Edit filter window ------------------ 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. Space Toggle the expression between AND and OR when a conjunction control is active. Left arrow When a conjunction control, such as AND and OR operators are active, compress the expression. Num - When a conjunction control, such as AND and OR operators are active, compress the expression. Right arrow When a conjunction control, such as AND and OR operators are active, expand the expression. Num + When a conjunction control, such as AND and OR operators are active, expand the expression. Dialog boxes or windows ----------------------- Tab Move to the next option or option group. Shift + Tab Move to the previous option or option group. Arrow keys Move between options in an open drop-down list, or between options in a group of options. Space Perform the action for the selected button, or select or clear the selected check box. 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. Down arrow Open the selected drop-down list. [A - Z] (First letter of an option in a drop-down list) Open the selected drop-down list. Esc (Office 2013 users) Close the selected drop-down list. Left arrow / Right arrow (Office 2013) Expand or collapse a folder. Ctrl + Enter (Office 2010) Expand or collapse a folder. Esc Cancel the command and close the window Ctrl + M then O Open the Select Package dialog box. Enter When the Open dialog box is active, open the selected report locally. 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. 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. Tree view --------- Down arrow Move to the first selectable node. If the node has children and the child node is expanded, move to the first child node Up arrow / Down arrow Move to the next selectable node Right arrow Expand the selected node, or move to the first selectable child node Left arrow Collapse the selected node, move to the parent node, or move to the first selectable node Home Move to the first node in a tree control End Move to the last node in a tree control Report options -------------- Alt + F9 Rebuild a Dynamic Report. Alt + Y then 2 then D Perform drill through Ctrl + M then Z Undo the most recent action in the exploration Ctrl + M then Y Redo the most recent action in the exploration Ctrl + M then G Expand or collapse a consolidated element in a Dynamic Report Ctrl + M then A Edit the annotation for the selected cell Ctrl + M then C Commit the changed value for the selected cell Ctrl + M then H Hold the value in the selected cell, or release a hold on a cell Ctrl + M then R Refresh the current Quick Report or Exploration View. Ctrl + M then L Clear the data from the current Quick Report. Ctrl + M then W Refresh all Quick Reports on the worksheet Ctrl + M then P Show the properties for the current Quick Report. Ctrl + M then C Commit changed values in the current Quick Reports. Set editor ---------- Tab Move between enabled items in the set editor Shift + Tab Move between enabled items in the set editor Up arrow / Down arrow Move through items in a menu and members Right arrow Move to a sub menu Enter Select an option Shift + F10 Show a context menu Ctrl + F2 When the focus is inside the rich text editor, move to the next control Shift + Ctrl + F2 When the focus is inside the rich text editor, move to the previous control Source: Planning Analytics docs Last modified on (UTC): Thursday, February 16, 2023 Defkey © All rights reserved.