Keyboard navigation

You can use keyboard shortcuts to navigate and perform tasks. If an action you use often does not have a shortcut key, you can record a macro in Microsoft Excel to create one.

This product uses standard Microsoft Windows navigation keys in addition to application-specific keys.

Note: The keyboard shortcuts are based on U.S. standard keyboards. Some of the content in this topic may not be applicable to some languages.

Access and use menus

Keyboard shortcuts allow you to access menus and the IBM® Planning Analytics ribbon without using a mouse or other pointing device.

Note: Shortcut keys may vary depending on the individual setup and operating systems used.

Table 1. IBM Planning Analytics ribbon
Action	Shortcut keys
Start IBM Planning Analytics for Microsoft Excel or IBM Cognos® for Microsoft Office.	ALT+Y, to place focus on the IBM Planning Analytics tab in the ribbon.
When an item on the IBM Planning Analytics tab is selected, select the next or previous button or menu on the tab.	LEFT ARROW, RIGHT ARROW, UP ARROW, or DOWN ARROW
Select the first or last command on the menu or submenu.	HOME or 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

Access and use the task pane

Keyboard shortcuts allow you to access the task pane without using a mouse or other pointing device.

Table 2. Task pane
Action	Shortcut keys
Selecting a database to log onto. Note: A menu or the IBM Planning Analytics tab must be active when performing this action.	Office 2013 and 2016 users: Move the focus to the task pane by holding Shift and pressing F6 3 times. Note: The focus will be moved to the task pane, however, there is no visual representation to indicate this. Select the server by pressing tab 2 times. The Open icon will be highlighted. Press SPACE and then press the DOWN ARROW to open and navigate the sub menu. Select the database by pressing the RIGHT ARROW and then pressing ENTER.
When the task pane is active, select a component, such as IBM Planning Analytics for Microsoft Excel or IBM Cognos for Microsoft Office	Office 2013 and 2016 users: LEFT ARROW or RIGHT ARROW Office 2010 users: CTRL+TAB LEFT ARROW or RIGHT ARROW
When the IBM Cognos Office pane is active, select the next or previous option in the pane.	Office 2013 users: TAB Office 2010 users: CTRL+TAB
Place the focus on the metadata tree.	CTRL+M, T
Place the focus on the overview area of an Exploration View.	CTRL+M, U

Use filter window

Keyboard shortcuts allow you to use the Edit Filter window without using a mouse or other pointing device.

Table 3. Edit Filter window
Action	Shortcut keys
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.	TAB
Toggle the expression between AND and OR when a conjunction control is active.	SPACE KEY
When a conjunction control, such as AND and OR operators are active, compress the expression.	LEFT ARROW MINUS KEY (-) on the numeric keypad
When a conjunction control, such as AND and OR operators are active, expand the expression.	RIGHT ARROW PLUS KEY (+) on the numeric keypad

Use windows

Keyboard shortcuts allow you to access dialog boxes without using a mouse or other pointing device.

Table 4. Dialog boxes or windows
Action	Shortcut keys
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 press the first letter of an option in a drop-down list
Open the selected drop-down list.	DOWN ARROW First letter of an option in a drop-down list
Close the selected drop-down list.	Office 2013 users: ESC Office 2010 users: First letter of an option in a drop-down list
Expand or collapse a folder.	Office 2013 users: RIGHT ARROW, LEFT ARROW Office 2010 users: CTRL+ENTER
Cancel the command and close the window.	ESC
Open the Select Package dialog box.	CTRL+M, O
When the Open dialog box is active, open the selected report locally.	ENTER
When the Select Package dialog box is open, select a package.	Office 2013 users: TAB, to place focus on the System box DOWN ARROW, to select a Cognos system ENTER to view the packages Office 2010 users: TAB, to place focus on the System box ENTER to view the packages
When the Publish dialog box is active and the appropriate folder is expanded, publish the selected Microsoft Office document.	After selecting the file name, tab to the Publish button and press ENTER.
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.	CTRL+TAB

Use tree view

Keyboard shortcuts allow you to access tree view without using a mouse or other pointing device.

Table 5. Tree view
Action	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
Move to the next selectable node.	UP ARROW or DOWN ARROW
Expand the selected node, or move to the first selectable child node	RIGHT ARROW
Collapse the selected node, move to the parent node, or move to the first selectable node.	LEFT ARROW
Move to the first node in a tree control.	HOME
Move to the last node in a tree control.	END