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
Place the focus on the IBM Planning Analytics tab.	ALT+Y, 2

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

Use report options

Keyboard shortcuts allow you to perform report actions.

Table 6. Report options
Action	Shortcut keys
Rebuild a Dynamic Report.	ALT+F9
Perform drill through	ALT+Y, 2, D
Undo the most recent action in the exploration	CTRL+M, Z
Redo the most recent action in the exploration	CTRL+M, Y
Expand or collapse a consolidated element in a Dynamic Report	CTRL+M, G
Edit the annotation for the selected cell	CTRL+M, A
Commit the changed value for the selected cell	CTRL+M, C
Hold the value in the selected cell, or release a hold on a cell	CTRL+M, H
Refresh the current Quick Report or Exploration View.	CTRL+M, R
Clear the data from the current Quick Report.	CTRL+M, L
Refresh all Quick Reports on the worksheet	CTRL+M, W
Show the properties for the current Quick Report.	CTRL+M, P
Commit changed values in the current Quick Reports.	CTRL+M, C

Use the set editor

The following keyboard shortcuts allow you to use the set editor without using a mouse or other pointing device.

Note: When an area of the screen has focus, it has a contrasting line around it. When you open the set editor, the first highlighted item is the Available Members pane.

Table 7. Set editor
Action	Shortcut keys
Move between enabled items in the set editor	Press the Tab key to move to the next item. Press Shift+Tab to go to the previous item.
Open a menu	With the focus on the menu, press Enter or the Space bar.
Move through items in a menu and members	Press the up and down arrow keys. To move to a sub menu, press the right-facing arrow key.
Select an option	Press Enter.
Select consecutive members	Highlight the first member that you want to select, hold Shift, and then use the arrow keys to select the next members.
Expand and collapse consolidated members	Press Enter, or the right arrow to expand consolidated members, and press Enter or the left arrow to collapse.
Show a context menu	Press Shift+F10. Use the up and down arrow keys to move through the items.
Work in attributes menus	Tab to and press Enter. Press the up and down arrow keys to move through the menu, and press Enter to select an attribute. Tab to OK and press Enter to close the menu.
Navigate in the MDX Editor	To move around the controls, press the Tab key to move to the next control and press Shift+Tab to go back to the previous control. When the focus is inside the rich text editor, press CTRL+F2 to move to the next control, and Shift+CTRL+F2 to go to the previous control.