Adding an Action Button to a Worksheet

You can insert an Action button into any empty cell in a worksheet using the following steps.

Procedure

  1. In Excel, select an empty cell in your worksheet where you want to insert the Action button.
    Note: An Action button can not be inserted into a cell that contains data.
  2. Select Insert Action Button from the TM1 menu or click the Insert Action button Insert Action Button on the TM1 toolbar.

    The Action button is inserted into the currently selected cell and the Action Button Properties dialog box appears.

  3. In the Action Button Properties dialog box, click the TM1 server list to select the server where your data is located.

    If you want to dynamically retrieve the IBM® Cognos® TM1® server name from a cell or named-range whenever the Action button is run, click the Use Reference check box and then enter a cell or named-range reference.

    • To select a cell reference, click the Excel Reference Excel Reference button button and then click the cell in the current worksheet where the server name is located.
    • To retrieve the process name by referencing a named range in Excel, use the following format:
      =
      NameOfRange
      
      

      The named range must point to only a single cell that contains text for the server name.

    If you are not currently connected to the server that you want to use, click Connect to log in.

  4. Click the Action option that you want the Action button to perform.

    You then need to configure the Action button depending on the type of action that you selected. For detailed steps, see the following sections:

  5. Set the appearance properties of the Action button. See Setting the Appearance Properties of an Action Button.
  6. To finish the Action button and return to your worksheet, click OK in the Action Button Properties dialog box.

Results

The Action button is updated in your worksheet and can now be used.