Planning Accessibility Guide Release 11.1.2 - Oracle · ORACLE® HYPERION PLANNING Release 11.1.2.4...

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ORACLE® HYPERION PLANNING Release 11.1.2.4 Accessibility Guide CONTENTS IN BRIEF Introduction .......................................................... 2 Enabling Accessibility for Planning ......................................... 2 Accessibility Features ................................................... 2 Recommended JAWS Settings ............................................. 3 Using Screen Reader Mode ............................................... 3 Enabling Screen Reader Mode in the Simplified Interface ......................... 4 Working with the Dashboard in Accessibility Mode ............................. 4 Keyboard Equivalents ................................................... 5

Transcript of Planning Accessibility Guide Release 11.1.2 - Oracle · ORACLE® HYPERION PLANNING Release 11.1.2.4...

  • ORACLE® HYPERION PLANNING

    Release 11.1.2.4

    Accessibility Guide

    CONTENTS IN BRIEF

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Enabling Accessibility for Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Accessibility Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Recommended JAWS Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Using Screen Reader Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Enabling Screen Reader Mode in the Simplified Interface . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Working with the Dashboard in Accessibility Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Keyboard Equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

  • IntroductionThis guide describes the accessibility features of Oracle Hyperion Planning.

    Oracle customers have access to electronic support through My Oracle Support at https://support.oracle.com/. Visit this site for more information or if you are hearing impaired.

    For information about Oracle's commitment to accessibility, visit the Oracle AccessibilityProgram website at http://www.oracle.com/us/corporate/accessibility/index.html.

    Enabling Accessibility for PlanningWhen using the Workspace user interface, the Workspace preferences are used to set the optionto enable “Screen reader mode”.

    Note that in Workspace mode, screen reader support is only available for the Internet Explorerbrowser.

    To use the application in High Contrast mode, enable the High Contrast mode in the PlanningApplication by going to Preferences, then the Display options tab.

    In the simplified interface, an Accessibility button is provided at the top right corner that opensa page with options for screen reader mode and color contrast. In the simplified interface, toturn on Screen Reader mode, click or tap Accessibility, select Screen Reader, and apply.

    Note that accessibility preferences for a user are retained at each Planning application level, soany accessibility options enabled before entering an application are only valid for that session.

    Accessibility FeaturesOracle Hyperion Planning provides these accessibility features. For information about therecommended software configuration, see the Oracle Hyperion Enterprise PerformanceManagement System Certification Matrix. This matrix is posted on the Oracle Fusion MiddlewareSupported System Configurations page on OTN (listed in the Oracle Business Intelligenceproduct area): http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

    l Support for screen readers and magnifiers

    l Keyboard navigation equivalents for all objects

    l Alt+Z to skip navigation links and read the main content area. Note that Ctrl+F6 does notread this area.

    l Alt and Title attributes for all objects, images, and page titles

    l Support for expanding and collapsing trees using the Enter key and keyboard equivalents

    l Data form access using keyboard equivalents

    l Tab indexing, implemented from left to right on all pages

    l In the simplified interface, an Accessibility button is provided at the top right corner thatopens a page with options for screen reader mode, and color contrast

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    https://support.oracle.com/https://support.oracle.com/http://www.oracle.com/us/corporate/accessibility/index.htmlhttp://http://

  • Note: To read elements that are read only and do not get focus using keyboard navigation,use the arrow keys to read text. This applies, for example, to task list status in thesimplified Interface.

    Recommended JAWS Settingsl Turn PC Cursor Mode ON when tabbing through read-only fields in a table.

    l Turn PC Cursor Mode OFF when entering data in editable fields.

    Using Screen Reader Model If you use screen reading software, Oracle recommends that you use Internet Explorer; some

    service component screens may not display properly if you use Google Chrome or MozillaFirefox.

    l When working with forms to enter data, disable Hide Selection.

    l To select any shortcut menu option, you must first select the Show Selection checkbox andthen the appropriate item or business artifact in order to be able to select the right context.

    l In rule launch windows, select the corresponding buttons to invoke the member selectorfor runtime prompts.

    l If, after you perform validations, cells contain errors, you must tab through each cell tolocate those with errors. Clicking error messages in the Data Validation Summary does notplace focus on the corresponding cell with errors.

    l If you launch a secondary dialog box, such as the member selector, while in screen readermode, press Alt+Z to switch focus from the main dialog box to the secondary dialog box.You can then tab to navigate the dialog.

    l Use buttons, radio buttons, and check boxes for selection.

    l For information icons, click icons for additional information.

    l Popups appear in a new page. When a popup such as a confirmation message appears onsave or rule launch, use the Down Arrow keys to read the message after the screen readerannounces the popup. Use the same process for informational popups.

    l Graphs and charts do not display; everything is rendered in table format. Use CTRL+ andALT+ arrow keys to read the content of such tables.

    l Turn the PC Cursor Mode to ON when tabbing through read-only fields in a table. Turnthe PC Cursor Mode to OFF when entering data in editable fields.

    l Use the Ctrl + and Alt + arrow keys to read the contents of both read-only and editabletables, such as user variables, across all applications.

    l In the simplified interface, when creating dashboards in screen reader mode, the linksdisplayed in the left pane are not available for creating content in widgets. Instead, you canuse the Chart, URL, and Commentary links within the widget to create content.

    l To exit a popup, you must press the Escape key.

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  • Note: In the left hand pane tree table, you should select the radio button adjacent to theitems that are to be invoked, such as forms.

    Enabling Screen Reader Mode in the SimplifiedInterfacel In the simplified interface, to turn on Screen Reader mode, click or tap Accessibility, and

    then select Screen Reader and save.

    l After you change from Default mode to Screen Reader mode, you must click the Home linkat the upper-left corner of the screen to return to the Home screen before you can navigateto other pages. After you change from Screen Reader mode to Default mode, you must clickthe corporate logo icon before you can navigate to other pages.

    Working with the Dashboard in Accessibility ModeUse these procedures when working with the dashboard in accessibility mode in the simplifiedinterface.

    Adding Artifacts to a Dashboard in Accessibility Mode

    ä To add artifacts to a dashboard in accessibility mode:

    1 Click or tap Dashboards on the landing page. A list of existing dashboards is displayed with Create andRefresh buttons at the top.

    2 Click or tap Create to open a blank dashboard.

    a. To add a new artifact to the dashboard, use the links displayed in each widget. The linksare only visible if there is no artifact added to that widget.

    b. To update widgets that already contain an artifact, use the widget toolbar. To add achart, URL, or commentary, click or tap Chart, URL, or Commentary to add the artifactto the dashboard. To add a form or an ad hoc grid, use the Chart link.

    Adding a Chart in Accessibility Mode

    ä To add a chart in accessibility mode:

    1 Click or tap the Chart link in an empty widget. This creates a bar chart with placeholder data, displayedas a table in accessibility mode.

    2 After the widget toolbar is activated, use the Settings link to update settings such as the widget header,chart formatting, and binding a form or ad hoc grid to the chart.

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  • Adding a Form or Ad Hoc Grid in Accessibility Mode

    ä To add a form or ad hoc grid in accessibility mode:

    1 Add a chart as described in the previous topic.

    2 Click or tap the Settings link in the widget toolbar.

    3 Click or tap a form or ad hoc grid from the Forms tab.

    4 Click or tap the Charts tab, and then set Chart Type to None to display the form or ad hoc grid as atable.

    Adding a URL in Accessibility Mode

    ä To add a URL in accessibility mode:

    1 Click or tap the URL link in an empty widget.

    2 In the dialog box that displays, configure the URL by entering the value, and then click or tap OK.

    Adding Commentary in Accessibility Mode

    ä To add commentary in accessibility mode:

    1 Click or tap the Commentary link in an empty widget.

    2 In the dialog box that displays, enter the commentary value, and then click or tap OK.

    Changing the Dashboard Layout in Accessibility Mode

    ä To change the dashboard layout in accessibility mode:

    1 Click or tap Layout.

    2 Enable or disable a widget by clicking or tapping the Enabled or Disabled link to toggle it.

    3 Click or tap OK to update the dashboard layout.

    Keyboard EquivalentsSome options and movements within do not need an assigned hot key. In these cases, use theTab key for navigation.

    Note: These keys are applicable to the standard interface and not the simplified interface, exceptwhere noted.

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  • Access Keys for Left Pane Accordion Controls

    Table 1 General Access Keys

    Keys Action

    Alt+M+Enter Open the Forms accordion

    Alt+L+Enter Open the My Task Lists accordion

    Alt+L+Enter Open the Task Lists accordion

    Alt+S+Enter Open the Dimension accordion

    Alt+B+Enter Open the Business Rule Security accordion

    Alt+R+Enter Open the Preferences accordion

    Table 2 Left Pane Navigation

    Keys Action

    Alt+M Focus on the Forms Accordion

    Alt+L Focus on the Task List Accordion or My Task List Accordion. For planners, Alt+L focuses on My Task ListAccordion.

    For administrators and Interactive users:

    1. First, focus moves to Task Lists Management.

    2. Pressing Alt+L again moves focus to My Task List accordion.

    Alt+S Focus on the Dimension Editor accordion

    Alt+B Focus on the Business Rules Security accordion

    Alt+R Focus on the Preferences accordion

    Alt + D Focus on Decision Package Types accordion (for Internet Explorer, focus on any of the neighboring accordions,and then tab to reach the Decision Package Types accordion)

    Note: IE non-administrative users must press Alt + L to go to My Tasklist, and then press Shift + Tab to navigatethrough tasks to the decision package types.

    Alt+Z+Tab Move focus to the first available field on the right content pane.

    Alt+O Focus on the Form Folder sub accordion

    Alt+M Focus on the Forms sub accordion

    Alt+U Focus on the Business Rules sub accordion

    Note: After the focusmoves to theaccordion, pressingEnter togglesbetween expand andcollapse actions.

    These hot keys are for page level actions for the Planning artifact management pages such as Form Management,Task List Management, Dimension Editor, and Menu Management.

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  • Accelerator Keys

    Table 3 Manage Artifacts - Page-Level Actions

    Keys Action

    Ctrl+W Create, add, or add child

    Ctrl+E Edit

    Crtl+Shift+R Rename

    Ctrl+M Move

    Ctrl+Shift+G Assign access

    Crtl+Shift+B Add sibling

    Ctrl+B Show ancestors

    Ctrl+U Show usage

    Ctrl+Shift+U Move up

    Ctrl+Shift+D Move down

    Ctrl+H Refresh, Sync

    Ctrl+F Search default action

    Ctrl+Shift+F Focus on the Search input box

    Ctrl+S Save

    Ctrl+Shift+L Cancel operation

    Ctrl+M Add to selected list

    Ctrl+Shift+W Add all to selected list

    Ctrl+R Remove from selected list

    Ctrl+Shift+R Remove all from selected list

    Ctrl+Up Arrow Move up selected in the selected list

    Ctrl+Down Arrow Move down selected in the selected list

    Ctrl+S Save artifact

    Ctrl+Shift+S Save as artifact

    Ctrl+Shift+P Previous tab

    Ctrl+Shift+N Next tab

    Esc Cancel

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  • Keys Action

    Ctrl+Shift+F Finish

    Ctrl+W

    Note: These keys are used for page-level actions for artifact management pages such as formManagement, Task List Management, Dimension Editor, and Menu Management.

    Preview

    Table 4 Dashboards

    Access Keys Keyboard Equivalent Action

    Dashboard Listing Page Alt+R Refresh

    Alt+C Create

    Alt+F+Enter Search

    Dashboard Designer Alt+R Refresh

    Alt+Y Layout

    Alt+S Save

    Alt+F Finish

    Alt+L Cancel

    Dashboard Runtime Alt+R Refresh

    Alt+L Close

    Table 5 Simple Form, Composite Form, and Grid Management

    Access Keys Keyboard Equivalent Action

    Alt+P Focus on the Properties tab

    Alt+Y Focus on the Layout tab

    Layout Tab Alt+G Focus on the Grid Properties Section

    Alt+M Focus on the Dimensions Properties panel

    Alt+S Focus on the Section Properties panel

    Alt+S Focus on the Smart View Option Panel

    Alt+S Segment View

    Alt+I Focus on the Display Properties Panel

    Alt+P,P Focus on the Printing Options Properties Panel

    Alt+ V,V Focus on the Validation Rules properties Panel

    Ctrl+Shift+V To drop selected dimension to POV section

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  • Access Keys Keyboard Equivalent Action

    Ctrl+Shift+P To drop selected dimension to Page section

    Ctrl+Shift+R To drop selected dimension to Rows section

    Ctrl+Shift+C To drop selected dimension to Columns section

    Enter Tab through row/column header and press Enter to bring up the ContextMenu.

    Tab through to the Dimension and press Enter to bring up the dimensioncontext menu.

    Validation Rules: Access Keys onValidation Panel For Validation Rules

    Alt + P Focus on Page Section

    Alt+P,V+Enter Invoke Member Selector on Point Of View section

    Alt P,P+Enter Invoke Member Selector on Page section

    Other Options tab Alt+O Focus on the Other Options tab

    Other Options tab : Access Keys

    Alt+R Focus on the Precision Panel

    Business Rules tab Alt+R

    Business Rules : Access Keys

    Alt+R Focus on the Business Rules tab

    Alt+P Focus on the Plan type drop Down

    Table 6 Form and Grid Management Hot Keys

    Access Keys Keyboard Equivalent Action

    Composite Forms Access keys Access keys Show menu for layout sections

    Alt+Y Select Layout Panel

    Alt+O Toggle selection between Custom Layout/2 Row Layout/2 Column Layout

    Alt+S Select Section properties Panel

    Alt+G Toggle focus and selection between Global Layout Dimension/CommonDimension properties Panel

    Hot Keys Crtl+Shift+A Display forms as Tabs

    Ctrl+Shift+N Add form

    Ctrl+Delete Delete selected form

    Ctrl+Shift+E Edit Form Label

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  • Access Keys Keyboard Equivalent Action

    Ctrl+Shift+T Move to Top

    Ctrl+Shift+B Move to Bottom

    Ctrl+Shift+U Move Up

    Ctrl+Shift+D Move Down

    Table 7 Enter Data

    Keyboard Equivalent Action

    Ctrl+Shift+T Focus is moved onto the next form. If the form is within a tabbed pane, the tab is disclosed.

    Note: If you are working in edit mode within a composite form, you must first press Esc.

    Ctrl+Shift+Q Navigate between different form tabs in the Decision Package interface.

    Alt+ . Go to the page dimension.

    Table 8 Enter Data in the Simplified Interface

    Keyboard Equivalent Action

    Alt + E Data ribbon

    Alt + I Ad-hoc

    Alt + O Format

    Control + Shift + S Save Format

    Control + Shift + C Clear Format

    Control + Shift + P Increase Font Size

    Control + Shift + N Decrease Font Size

    Control + Shift + B Bold

    Control + Shift + I Italic

    Control + Shift + U Underline

    Control + Shift + O Change Background Color

    Control + Shift + F Change Font Color

    Ctrl+Alt+P Print form

    F2 Open a dialog box such as the Smart Lists dialog box from acell

    Ctrl+Alt+E Tab out of the grid

    Navigate within the grid Use the following keystrokes

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  • Keyboard Equivalent Action

    Move to the next cell Tab

    Move to the previous cell Shift + Tab

    Move to the previous row (top row) Up arrow

    Move to the next row (bottom row) Down arrow

    Enter keyboard navigation when on the last cell on the row (Tab takes thefocus to next row)

    Tab

    Move focus to the first cell in grid Ctrl+Home

    Move focus to the last cell of first row of grid Shift+End

    Move focus to the last cell of grid Ctrl+End

    Select all cells in the table Ctrl+A

    Move to last cell in current row Ctrl+Right Arrow

    Move to first cell in current row Ctrl+Left Arrow

    Select row Shift + Space

    Select column Ctrl + Space

    Discard current changes to cell and restore the previous state Esc key

    Quick data entry commands (Note: data entry commands are processedwhen you press the Enter key)

    Use the following keys

    Enter the value in thousands, for example, 1K enters 1,000 K

    Enter the value in millions, for example, 1M enters 1,000,000 M

    Add a number to the cell value, for example, Add10 adds 10 to the cellvalue, that is, if the cell value is 100, 100Add10 (or 100+10) results in110

    Add, +

    Subtract a number from the cell value, for example, Sub10 subtracts 10from the cell value, that is, if the cell value is 100, 100Sub10 (or 100~10)results in 90

    Sub, ~

    Multiply the cell value by a number added as a percentage, for example,Percent10 results in 10% of the current cell value

    Percent, per

    Increase the cell value by a number added as a percentage, for example,Inc10 increases the cell value by 10%

    Increase, Inc

    Decrease the cell value by a number added as a percentage, for example,Dec10, decreases the cell value by 10%

    Decrease, Dec

    Take the cell value to the number added as an exponent, for example,Power5 increases the value to the power of 5

    Power, Pow

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  • Keyboard Equivalent Action

    Grow a cell by a percentage. In a cell whose value is 200, entering gr50after 200 results in 300.

    GR

    Table 9 Menu Management

    Access Keys Keyboard Equivalent Action

    Add, Edit Menu, Menu Item Alt+N Toggle focus on Menu Name/ Menu Item Name input boxes

    Alt+S Toggle focus on Select Form Folder/Form button

    Table 10 Smart Lists

    Access Keys Keyboard Equivalent Action

    Create, Edit Smart List Alt+P Focus on the Properties tab

    Alt+R Focus on the Entries tab

    Alt+S Save the Smart List edit

    Alt+L Cancel the Smart List edit

    Alt+W Focus on the Preview tab

    Table 11 Task Lists

    Keyboard Equivalent Action

    Alt+K Focus on the Task List tab

    Alt+C Toggle focus between Task List Name and the Clear drop-down list

    Alt+K Focus on the Task Name in the task Detail panel

    Alt+I Focus on the Instructions tab

    See “Rich Text Editor” section for Access and Control Keys for RichText Editor

    Table 12 Task List Dashboard

    Access Keys Keyboard Equivalent Action

    Alt+G Focus on the Go button

    Alt+S Focus on the Show All Tasks menu

    Hot Keys Ctrl+E Edit task list

    Ctrl+Alt+D Create PDF report

    Ctrl+Alt+X Create Excel report

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  • Access Keys Keyboard Equivalent Action

    Ctrl+Alt+S Show chart by status

    Ctrl+Alt+T Show chart by type

    Ctrl+Alt+U Show chart by user

    Table 13 User Variables

    Keyboard Equivalent Action

    Alt+U Focus on the User Variables tab

    Alt+S Focus on the Substitution Variables tab

    Table 14 Business Rules Security

    Keyboard Equivalent Action

    Alt+M Move the rule

    Alt+G Assign Access to rule

    Table 15 Clear Cell Details

    Access Keys Keyboard Equivalent Action

    Hot Keys Alt+P Focus on the Plan Type drop-down list

    Alt+M Toggle focus between Member Selector in static dimension Rows

    Alt+A Toggle focus between Add All Dimensions button and Add Static Dimension icon in StaticDimension Panel

    Alt+C Selects, Invokes Clear Action

    Table 16 Copy Data

    Keyboard Equivalent Action

    Alt+P Focus on the Plan Type drop-down list

    Alt+M Toggle between the Member Selector in static dimension rows

    Alt+A Toggle between Static Dimension, Dimension with Source, and Destination Panel

    Alt+C Selects, Invokes Copy Action

    Table 17 Dimension Editor

    Access Keys Keyboard Equivalent Action

    Alt+P Focus on the Performance Settings tab

    Alt+O Focus on the Evaluation Order tab

    13

  • Access Keys Keyboard Equivalent Action

    Dimensions tab Alt+R Focus on the Sort options drop-down list

    Alt+R+Tab Focus on the Sort Up icon command button

    Alt+R+Tab+Tab Focus on the Sort Down icon Command button

    Alt+S Focus on the Search drop-down options list

    Alt+S+Tab Focus on the Search input box

    Add Dimension Alt+W Focus on Add Dimension

    Alt+G Focus on Edit Dimension

    Alt+G Focus on View Dimension

    Add Child/Sibling Alt+P Focus on the Member Properties tab

    Alt+U Focus on the UDA tab

    Alt+M Focus on the Member Formula tab

    Member Properties Tab Alt+N Focus on the Name input box

    Alt+D Focus on the Description input box

    Alt+S Toggle focus between:

    l The Alias Table drop-down list and the Alias input box

    l The Smart List drop down list and Data Storage/Data Type

    Alt+Y Toggle focus on Account drop-down list

    Alt+R Focus on the Variance Reporting drop down list

    Alt+B Focus on the Time Balance drop-down list

    Alt+P Toggle focus between the Source Plan Type drop down and Plan Type

    Alt+H Focus on the Hierarchy Type box

    Member Formula tab Alt+V Execute Validate

    Access Keys Alt+P Focus on the Plan Type drop-down list

    Performance Settings Tab

    Access Keys Alt + P Focus on Plan Type drop down list

    Evaluation Order Tab

    Access Keys Alt+P Focus on the Plan Type drop-down list

    Ctrl+0 (zero) Add Custom Attributes

    Ctrl+B Show Ancestors

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  • Access Keys Keyboard Equivalent Action

    Alt+P Options

    Ctrl+J Dynamic Time Series

    Alt+L Add Summary Time Period

    Ctrl+Q Copy Scenario

    Hot Keys Alt+P Plan type

    Table 18 Member Formula Script Editor

    Script Component Access Keys

    Find Ctrl+Alt+ F

    Replace Ctrl++Alt+R

    Member Selector Alt+Shift+

    Function Selector Alt+ Shift+

    Variable Selector Alt+Shift+G

    Smart List Selector Alt+Shift+M

    Trigger auto suggest Ctrl+Space

    Comment Ctrl+/

    Copy Ctrl+C

    Paste Ctrl+V

    Cut Ctrl+X

    Undo Ctrl+

    Format Alt+Shift+O

    Verify Syntax Alt +Shift+S

    Perform next search for text string instance in the editor (when the Find dialog box is open) Alt+F

    Table 19 Assign Access Pop-Up

    Access Keys Keyboard Equivalent Action

    Alt+U Focus on the Users tab

    Alt+G Focus on the Group tab

    Alt+R Focus on the Remove Non Provisioned Users/Groups button

    Add/Edit Access Pop-up Access Keys Alt+G Toggle focus between the Read, Write, and None boxes

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  • Table 20 User Selector (Select and Assign Owner)

    Keyboard Equivalent Action

    Alt+U Select the Users tab

    Alt+G Select the Groups tab

    Table 21 Currency Conversion

    Access Keys Keyboard Equivalent Action

    Currency Conversion Alt+M Toggle between version types

    All other access and actions are completed with tab keytraversal

    Exchange Rate Management Alt+C Set Focus on the Create Rate Table icon

    Alt+I Set Focus on the Edit Rate Table icon

    Alt+9 Set Focus on the Delete Rate Table icon

    Security Filters

    Table 22 Broadcast Message

    Access Keys Keyboard Equivalent Action

    Broadcast Message Alt+S Select or invoke the Send button

    Table 23 Properties

    Access Keys Keyboard Equivalent Action

    Properties

    Access Keys Alt + P Toggle focus between Application/System Properties

    Table 24 Manage Application

    Access Keys Keys Action

    Create Application ALT + M Manage Applications

    ALT + O Manage Data Source

    ALT + U Upgrade Wizard

    ALT + B Back Button (App Create)

    ALT + N Next Button (App Create)

    ALT + L Cancel Button (App Create)

    ALT + 7 Create/Finish Button (App Create)

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  • Access Keys Keys Action

    ALT + C Create (Manage Applications, Manage Data sources)

    ALT + 9 Delete (Manage Applications, Manage Data sources)

    ALT + I Edit (Manage Data sources)

    ALT + I Initialize Application (Manage Applications)

    ALT + R Register Application (Manage Applications)

    ALT + V Validate (Upgrade Wizard)

    ALT + A Apply to selected (Upgrade Wizard - RDB Details)

    ALT + E Apply to selected (Upgrade Wizard - Essbase Details)

    ALT + 1 Datasource Tab (Upgrade Wizard)

    ALT + 2 Applications Tab (Upgrade Wizard)

    ALT + 3 Report Mapping Servers Tab (Upgrade Wizard)

    ALT + B Back Button (Upgrade Wizard)

    ALT + N Next Button (Upgrade Wizard)

    Ctrl + R Register Application

    Ctrl + I Initialize Application

    Upgrade Wizard Ctrl + 1 Validate

    Ctrl + U Upgrade

    Table 25 Reports

    Access Keys Keyboard Equivalent Action

    Access Keys Alt+O Select the Forms tab

    Alt+P Select the Planning Unit Annotations tab

    Planning Unit Tab Alt+S Toggle between select acenario/version/entity drop down

    Alt+M Toggle between Member selector for scenario, cersion Entity

    Decision Package Tab Alt + S Toggle between scenario, version, year, currency drop down lists

    Alt + D Toggle Between Available / Selected Decision Packages

    Alt + U Select Auditing Tab

    Alt + D Select Decision Package Tab

    Alt + V Toggle between Available / Selected forms List

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  • Access Keys Keyboard Equivalent Action

    Alt + C Select Create Report button

    Alt + M Manage Reports

    Alt + G Generate XML

    Table 26 Application Settings

    Keyboard Equivalent Action

    Alt+S Save

    Alt+R Reset

    Table 27 Create or Refresh Database

    Access Keys Keyboard Equivalent

    Create/Refresh Database Tab traversal only

    Table 28 Outline Load

    Access Keys Keyboard Equivalent Action

    Ctrl+Shift+Arrow Left/Right Scroll left or right

    Access Keys Alt+R Run Outline Load

    Alt+S Reset Outline Load inputs

    Table 29 Data Load Administration

    Access Keys Keyboard Equivalent Action

    Access Keys Alt+L Toggle focus between the Data Load Dimension and the Driver Dimension drop-downlists

    Alt+M Select Member Selector

    Advanced Setting panel Alt+A Add Row

    Alt+U Duplicate Row

    Alt+R Delete selected row

    Table 30 Map Reporting Application

    Access Keys Keyboard Equivalent Action

    Alt+A Select Application tab

    Alt+M Select Map dimensions tab

    Alt + P Select point of view tab

    18

  • Access Keys Keyboard Equivalent Action

    Application Tab

    Access Keys Alt+N Focus on the Application Name input box

    Alt+P Focus on the Plan type drop down in Source application panel

    Map Dimensions Tab/Point Of View Tab Focus Select Member selector

    Access Keys Alt+M

    Table 31 Planning Unit Hierarchy

    Access Keys Keyboard Equivalent Action

    Access Keys Alt+O Selects Approvals Dimension Entity tab

    Alt+P Selects Primary and SubHierarchy selection tab

    Alt+G Select Assign Owners tab

    Alt+U Selects Usage tab

    Approvals Dimension Entity tab

    Access Keys Alt+N Focus on the Hierarchy Name input box

    Primary and SubHierarchy selection, Assign Ownerstab

    Access Keys Alt+Y Focus on Display button

    Alt+R Selects Reset to DefaultHierarchy button

    Alt+M Toggle focus on Parent Member input field in ParentMember column and Selected Member input box inSelected Members column

    Alt+M Toggle focus on Member selector in Parent Member andSelected Members column

    Alt+J Focus on the Relative generation input box

    Alt+K Focus on the Auto Include checkbox in Auto IncludeColumn

    Alt+W Toggle focus on Assign Owner input box and Assign ownerselector command icon button

    Alt+R Toggle focus on Reviewer input box and Assign ownerselector command icon button

    Alt + H Selects Promotion path icon command button

    Alt+Y Toggle focus on Notify These Users input box and userselector command icon button

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  • Access Keys Keyboard Equivalent Action

    Alt+S Toggle focus on search drop-down list/Search input box

    Table 32 Plan Type Editor

    Access Keys Keyboard Equivalent Action

    Hot Keys Ctrl+S Save plan type

    Ctrl+W Add plan type

    Ctrl+Delete Delete plan type

    Table 33 Scenario Version Assignment

    Access Keys Keyboard Equivalent Action

    Alt+A Focus on the Actions icon in the table

    File Based Export Import Tab key traversal only

    Manage Approvals

    Access Keys Alt+R Toggle focus between the Scenario, and Version drop-down lists

    Alt+S Focus on the Search drop-down list

    Alt+S+Tab Focus on Search box

    Alt+O Focus on the Out of Office Assistant link

    Alt+X Focus on the Exclude button on Plan Cycle column

    Alt+T Focus on the Start button on Plan Cycle column

    Alt+P Focus on the Promotional path icon command button

    Table 34 Copy Version

    Access Keys Keyboard Equivalent Action

    Access Keys Alt+S Select Scenario drop-down list

    Alt+C Toggle focus between Copy From/Copy To drop-down list

    Alt + G Select Go Button

    Alt+M Toggle focus between Available entities/selected Entities

    Alt+P Selects Copy Data button

    20

  • Table 35 Copy Decision Packages

    Access Keys Keyboard Equivalent Action

    Access Keys Alt + U Select and toggle between source scenario and version

    Alt + W Select and toggle between target scenario and version

    Alt + G Go button, list decision packages for selected source scenario and version

    Alt + D Decision Packages tab

    Alt + M Mappings tab

    Alt + O Copy Options tab

    Alt + K Decision Packages list box

    Alt + P Decision Package picker on Copy Options tab

    Alt + C Copy Data button, launch copy data process

    Table 36 Business Rules

    Access Keys Keyboard Equivalent Action

    Business Rules Alt+P Toggle focus between Plan type/Rule type drop-down list

    Alt + Y Focus on the checkbox, Display only launchable rules, rulesets, and calc scripts

    Table 37 Job Console

    Access Keys Keyboard Equivalent Action

    Job Status Alt+S Toggle focus between Start Time/End Time input boxes

    Alt + S + Tab Toggle focus between start Time/End Time input date time selector

    Alt+J Focus on the Job type drop-down list

    Alt+U focus on status drop-down list

    Alt+N Toggle focus on Job Name, Username input Box

    Alt+G Selects Go button

    Table 38 Diagnostics (Grid)

    Keyboard Equivalent Action

    Alt+V Toggle focus between Available forms/Selected form

    Alt+R Selects Run Diagnostics button

    Alt+D Toggle focus between Tabular/Chart buttons

    21

  • Table 39 Preferences

    Access Keys Keyboard Equivalent Action

    Alt+E Selects Application Setting tab

    Alt+I Selects Display options tab

    Alt + P Selects Printing Options tab

    Alt+B Selects User Variables tab

    Application Settings Tab Alt+M Focus on the Email Address box

    Alt+B Focus on the Alias Table drop-down list

    Alt+U Toggle focus between Planning Unit as Aliases and Planning Unit Not started drop-down lists

    Alt+Y Select Next Owner drop-down list

    Alt + O Toggle focus on I am currently out of office checkbox and Select Next Owner drop-downlist

    Alt+Y Select Next Owner drop-down list

    Alt + X Focus on the Action drop-down list

    Alt+K Focus on the Enter Annotations box

    Alt+T Toggles Focus on Use Application Default box in all panels and all Preferences tabs

    Table 40 Decision Package

    Access Keys Keyboard Equivalent Action

    Access Keys while the Decision Package accordionis active

    Alt + G Focus on Decision Package tab

    Alt + Q Focus on Manage Tab in Decision Package

    Alt + I Focus on Analysis Tab in Decision Package

    Alt + K Focus on Budget Request Tab in Decision Package

    Alt + P Focus on Approval Status table in DecisionPackage

    Alt + J Focus on Justification Tab in Decision Package

    Alt + U Focus on Notes and Attachment Tab in DecisionPackage

    Hot Keys while the Decision Package accordion isactive

    Ctrl + W Create Decision Package

    Ctrl + E Edit Decision Package

    22

  • Access Keys Keyboard Equivalent Action

    Ctrl + del Delete Decision Package

    Ctrl + S Save Decision Package

    Ctrl + Shift + R Share Decision Package

    Ctrl + B Create Baseline Decision Package

    Ctrl + Shift + G Add/Edit Budget Request

    Ctrl + Shift + N Create Budget Request

    Ctrl + Shift + E Edit Budget Request

    Ctrl + Shift + del Delete Budget Request

    Ctrl + Shift + N Create Note

    Ctrl + Shift + E Edit Note

    Crtl + Shift + N Create Attachment

    Ctrl + Shift + E Edit Attachment

    Dashboard / Manage and Analysis tab Alt + O (Hot Key) Simple Filter (Go button on Manage and Analysistab)

    Alt + N Show Advanced filter

    Alt + A Go button for Advanced filter

    Alt + L Cancel Advanced filter

    Alt + R Clear Search fields

    Budget Request Tab Ctrl + W Create Budget Request

    Ctrl + E Edit Budget Request

    Ctrl + Shift + R Share Budget Request

    Ctrl + Delete Delete Budget Request

    Ctrl + S Save Budget Request

    Ctrl + M Move Budget Request

    Ctrl + D Push Data to ASO

    Ctrl + H Refresh Data

    Ctrl + Q Associate Budget Request to Member

    Alt + J Focus on Justification tab in Budget Request

    23

  • Access Keys Keyboard Equivalent Action

    Alt + U Focus on Notes and Attachment tab in BudgetRequest

    Alt + X Focus on Data Collection Forms tab in BudgetRequest

    Decision Package Creation Wizard / BudgetRequest Creation Wizard

    Alt + R Focus on Properties tab

    Alt + C Focus on Justification tab

    Alt + S Focus on Summary tab

    Alt + P Previous

    Alt + N Next

    Alt + F Finish

    Alt + L Cancel

    Alt + U Focus on Attributes tab on the wizards

    Manage Decision Package Type Attributes /Decision Package Attributes

    Alt + I Navigate to Local Attributes tab

    Alt + G Navigate to Global Attributes tab on DecisionPackage Attributes

    Alt + K Navigate to Decision Package Type Attributes tabon Decision Package Attributes

    Ctrl + Shift + N Create a Decision Package Type Attribute onDecision Package Type Attributes

    Ctrl + Shift + Delete Delete selected Decision Package Type Attribute onDecision Package Type Attributes

    Decision Package Attributes Alt + S (Hot Key) Save

    Alt + L (Hot Key) Cancel

    Ctrl + Shift + N Create a Decision Package Attribute

    Ctrl + Shift + Delete Delete selected Decision Package Attribute

    Decision Package Administration Alt + X Focus on data collection forms tab

    Alt + P Focus on Reporting Application Mappings tab

    Alt + U Focus on Roll up Members tab

    Alt + J Focus on Justification Questionnaire tab

    Alt + I Focus on Select Forms icon When Data Collectionsforms tab is active in Decision Package

    24

  • Access Keys Keyboard Equivalent Action

    Hot Keys Ctrl + W Create Decision Package Type

    Ctrl + Shift + S Copy Decision Package Type

    Ctrl + S Save Decision Package Type

    Ctrl + Shift + N Create Rollup

    Ctrl + Shift + Del (Delete Key) Delete Rollup

    Ctrl + Shift + E Edit Rollup

    Ctrl + Shift + N Create Question

    Ctrl + Shift + Del (Delete Key) Delete Question

    Ctrl + Shift + E Edit Question

    Table 41 Member Selector

    Access Keys Keyboard Equivalent Action

    Member Selector Alt+M Focus on the Members tab

    Alt+R Focus on the Variables tab

    Members tab Alt+N Focus on the Search box

    Alt+P Shift Focus to Display properties

    Alt+F Toggle focus on filtered search icon

    Alt+U Focus on Search Up

    Alt+S Focus on Search Down

    Alt+K Toggle focus on Keep only functions/Attributes/Generations icon

    Hot Keys Ctrl+Shift+F Toggle focus on Function Selector

    Variables Tab Alt+V Toggle focus on User Variables Panel/Substitution Variables Panel

    Table 42 Comments - Pop Up

    Keyboard Equivalent Action

    Alt+C Focus on the Comments Panel

    Alt+A Focus in Add button

    Alt+E Focus on the Existing Comments Panel

    Alt+Y Focus on the Apply to all selected cells checkbox

    25

  • Table 43 Document Attachment

    Keyboard Equivalent Action

    Alt+X Focus on Delete

    Alt + E Focus on the Edit Icon command button

    Alt+A Focus on the Add Icon Command button

    Alt+Y Focus on the Apply to all selected cells checkbox

    Table 44 Accelerator Keys Reserved for Page-Level Components

    Accelerator Key Used In Function

    Ctrl+Alt+W Pop-up Toggle focus between open popups.

    Ctrl+Shift+W Messaging, Secondary Windows Toggle focus between open popups.

    Ctrl+Alt+P Splitter Give focus to splitter bar.

    Table 45 Access Keys For Various Browsers

    Browser Operating System Key Combination Action

    Google Chrome Linux Alt+mnemonic Click

    Google Chrome Mac OS X Ctrol+Option+mnemonic Click

    Google Chrome Windows Alt+mnemonic Click

    Mozilla Firefox Linux Alt+Shift+mnemonic Click

    Mozilla Firefox Mac OS X Ctrl+mnemonic Click

    Mozilla Firefox Windows Alt + Shift + mnemonic Click

    Microsoft Internet Explorer 9 Windows Alt+mnemonic Set focus

    Microsoft Internet Explorer 10 Windows Alt + mnemonic Click or set focus

    Apple Safari Windows Alt+mnemonic Click

    Apple Safari Mac OS X Ctrl+Option+mnemonic Click

    Table 46 Shortcut Keys Assigned to Common Components

    Shortcut Key Components Action

    Enter

    Spacebar

    All components Activate the component, or the component element that has the focus.

    Tab

    Shift + Tab

    All components

    Flash components like ThematicMap,Graph, and Gauge

    Move focus to next or previous editable component.

    26

  • Shortcut Key Components Action

    Ctrl + A All components Select all.

    Arrow Left

    Arrow Right

    Menu Bar

    Splitter

    Input Number Slider

    Input Range Slider

    Input Number Spinbox

    Move focus to different menu on a menu bar.

    Move splitter left or right when it is in focus.

    Move slider left or right when input number slider or input range slider is infocus.

    Increment or decrement the value when input number box is in focus.

    Arrow Up

    Arrow Down

    Menu

    Splitter

    Input Number Slider

    Input Range Slider

    Move focus to different menu items in a menu.

    Move splitter up or down when it is in focus.

    Move slider up or down when input number slider or input range slider is infocus.

    Table 47 Shortcut Keys for Rich Text Editor

    Shortcut Key Action

    Ctrl+B Boldface

    Ctrl+I Italics

    Ctrl+U Underline

    Ctrl+5 Strikethrough

    Ctrl+E Center alignment

    Ctrl+J Full-justified alignment

    Ctrl+L Left-justified alignment

    Ctrl+R Right alignment

    Ctrl+H Create hyperlink

    Ctrl+M Increase indentation

    Ctrl+Shift+M Decrease indentation

    Ctrl+Shift+H Remove hyperlink

    Ctrl+Shift+S Clear text styles

    Ctrl+Alt+- Subscript

    Ctrl+Alt++ Superscript

    Ctrl+Z Undo

    27

  • Table 48 Shortcut Keys Assigned to Table, Tree, and Tree Table

    Shortcut Key Components Action

    Tab

    Shift+Tab

    Table

    Tree Table

    Move focus to next or previous cell or editable component.

    In a table, navigate to the next or previous editable content in cells. If the focus is on the last cellof a row in the table, the Tab key moves focus to the first editable cell in the next row. Similarly,Shift + Tab moves focus to the previous row.

    Ctrl+A Table

    Tree Table

    Select all components, including column headers, row headers, and data area.

    Ctrl+Alt+M Table

    Tree

    Tree Table

    Launch context menu.

    Enter

    Shift+Enter

    Table

    Tree

    Tree Table

    Navigate to the next editable cell or previous editable cell of the column.

    If focus is on the column header, sort table data in ascending order. Pressing Enter again sortsthe column in descending order.

    If the focus is on the filter cell, perform table filtering.

    In a click-to-edit table, if the focus is on a cell, enable edit mode.

    Arrow Left

    Arrow Right

    Table

    Tree Table

    Move focus.

    Arrow Up

    Arrow Down

    Table

    Tree Table

    Move focus.

    If a row is selected, move focus to the previous row or next row. If no row is selected, scroll thetable one row up or down.

    If the first row is selected, move focus to the column header.

    Ctrl+Shift+Arrow Left

    Ctrl+Shift+Arrow Right

    Table

    Tree Table

    Move the selected column left or right.

    Shift+Arrow Up

    Shift+Arrow Down

    Table

    Tree Table

    Tree

    Select multiple rows.

    Page Up

    Page Down

    Table

    Tree Table

    If a row is selected, scroll and select the same row of the next or previous page.

    If no row is selected, scroll by one page.

    Alt+Page Up

    Alt+Page Down

    Table

    Tree Table

    Horizontally scroll the table to the right or left.

    Spacebar

    Ctrl+Spacebar

    Table

    Tree

    Tree Table

    Select the node.

    To select or remove multiple nodes, press Ctrl+Spacebar.

    Shift+Spacebar Table

    Tree Table

    Select multiple rows.

    28

  • Shortcut Key Components Action

    Esc Table

    Tree Table

    Remove selection.

    If the focus is on the cell, exit click-to-edit mode, revert the cell value to original value, and returnfocus to the cell. Press Esc key again to move focus to the row header.

    Table 49 Shortcut Keys Assigned to Table, Tree, and Tree Table in Screen Reader Mode

    Shortcut Key Components Action

    Arrow Left Table

    Tree

    Tree Table

    Select the component. To select a node, press Tab and move focus to the component. PressSpacebar when the component is in focus.

    You can also use the Spacebar for multiple selection.

    Pressing Spacebar on a selected component deselects it.

    Enter Table

    Tree

    If the focus is on the column header, sort the column in ascending order. Pressing Enter againsorts the column in descending order.

    If the focus is on the disclosure icon of a tree, open or close that node.

    If the focus is on the filter cell, perform table filtering.

    Tab

    Shift+Tab

    Table Move the focus to the next or previous cell or editable component.

    Arrow Up

    Arrow Down

    Arrow Left

    Arrow Right

    Table Move focus.

    Ctrl+Shift+Arrow Left

    Ctrl+Shift+Arrow Right

    Table

    Tree Table

    Move the selected column left or right.

    Ctrl+Alt+M Table

    Tree Table

    Tree

    Launch body context menu.

    29

  • Table 50 Shortcut Keys Assigned to Data Visualization Components

    ShortcutKey

    Components Action

    Arrow Left

    Arrow Right

    List region of all Gantt chart typesand task list status page

    Hierarchy Viewer - Nodes inplanning unit hierarchypromotional paths

    Form grid

    Move focus

    If the focus is on the chart region of scheduling Gantt, the arrow key navigation selectsthe previous or next taskbar of the current row.

    If the focus is on the time bucket of resource utilization Gantt, the arrow key navigationselects the previous or next time bucket in the current row.

    If the focus is on the geographic map, the arrow key navigation pans left or right by asmall increment. Press the Home or End key to pan by a large increment.

    If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys tomove the focus left or right without selecting the component.

    If you are using arrow keys to navigate cells of an editable pivot table, each focusedcell is activated for editing before allowing you to navigate to the next cell, making thenavigation slower. Press the Esc key to deactivate the edit mode of the focused cell,and navigate faster. To edit a cell, press the F2 or Enter key.

    If the focus is on the pivot table data cell, press Ctrl+Arrow Left to jump to thecorresponding row header cell. If the locale is bidirectional (such as Arabic), press Ctrl+Arrow Right to jump to the corresponding row header cell.

    Arrow Up

    Arrow Down

    List region of all Gantt chart typesand task list status page

    Chart region of project Gantt

    Hierarchy Viewer - Nodes inpromotional path for planningunit hierarchies

    Form grid

    Move focus.

    If the focus is on the chart region of project Gantt, the arrow key navigation selectsthe previous or next row.

    If the focus is on the chart region taskbar of scheduling Gantt, the arrow key navigationselects the first taskbar of the previous row or the next row.

    If the focus is on the time bucket of resource utilization Gantt, the arrow key navigationselects the time bucket of the previous row or next row.

    If the focus is on the geographic map component, the arrow key navigation pans upor down by a small increment.

    If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys tomove the focus up or down without selecting the component.

    If you are using arrow keys to navigate cells of an editable pivot table, each focusedcell is activated for editing before allowing you to navigate to the next cell, making thenavigation slower. Press the Esc key to deactivate the edit mode of the focused cell,and navigate faster. To edit a cell, press the F2 or Enter key.

    If the focus is on the pivot table data cell, press Ctrl+Arrow Up to jump to thecorresponding column header cell.

    Page Up Hierarchy Viewer -Nodes in thepromotional path for planningunit hierarchies

    If the focus is on the geographic map component, the page key navigation pans upor down by a large increment.

    If the focus is on the diagram of Hierarchy viewer, press and hold to Page Up or PageDown keys to pan up or down continuously. Press Ctrl+Page Up or Ctrl+Page Down topan left or right continuously.

    + Hierarchy Viewer - Nodes in thepromotional path for planningunit hierarchies

    Increase zoom level.

    If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5 tozoom from 10% through 100%. Press 0 to zoom the diagram to fit within availablespace.

    30

  • ShortcutKey

    Components Action

    - Hierarchy Viewer - Nodes in thepromotional path for planningunit hierarchies

    Decrease zoom level.

    If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5 tozoom from 10% through 100%. Press 0 to zoom the diagram to fit within availablespace.

    Ctrl+Alt+M All Gantt chart types

    Form grid

    Launch context menu.

    Ctrl+Alt+0 Hierarchy Viewer - Diagrams

    Form grid

    Center the active node and zoom the diagram to 100%.

    Tab Hierarchy Viewer - Nodes Move focus through elements.

    Esc Hierarchy Viewer - nodes Return focus to the containing node.

    If the focus is on search panel, close the panel.

    Close the Detail window, if it appears while hovering over a node.

    Spacebar Hierarchy Viewer - nodes

    Form grid

    Select the active node. Press Ctrl+Spacebar to toggle selection of the active node,and for selecting multiple nodes.

    Enter Hierarchy Viewer - nodes

    Form grid

    Isolate and select active node. Press Shift+Enter to toggle the state of the node.

    / Hierarchy Viewer - nodes Toggle control panel state.

    Table 51 Alternate Components for Data Visualization Components in Screen Reader Mode

    Data VisualizationComponent

    Replacement

    Chart region for eachGantt type

    Hyperlinks

    Use the Tab key to move focus within the chart region. Use Enter or Esc keys to launch or dismiss the correspondingProperties dialog box.

    Hierarchy Viewer Tree Table

    Use standard keyboard shortcuts to navigate through the data.

    Menus

    Main MenuUse these keyboard equivalents to open the menus that are available from the menu bar.

    Keys Action

    Alt+F Opens the File menu

    31

  • Keys Action

    Alt+E Opens the Edit menu

    Alt+V Opens the View menu

    Alt+A Opens the Administration menu

    Alt+T Opens the Tools menu

    Alt+H Opens the Help menu

    File MenuThese keyboard equivalents are used in the File menu.

    Keys Action

    N, F Selects New, and then selects Data Form

    N, R Selects New, and then selects Report

    N, T Selects New, and then selects Task List

    N, E Selects New, and then selects Variable

    N, L Selects New, and then selects Smart List

    N, M Selects New, then selects Menu

    O Selects Open

    O, U Selects Open, and then selects URL

    O, P Selects Open, and then selects Application

    V Selects Open in Smart View

    C Selects Close

    C, C Selects Close, and then selects Current

    C, A Selects Close, and then selects All

    C, O Selects Close, and then selects Others

    F Selects Preferences

    G Selects Logout

    X Selects Exit

    Edit MenuThese keyboard equivalents are used in the Edit menu.

    32

  • Keys Action

    J Selects Adjust

    G Selects Grid Spread

    L Selects Mass Allocate

    O Selects Comment

    K Selects Lock/Unlock Cells

    U Selects Supporting Detail

    E Selects Add/Edit Document

    T Selects Annotate Planning Unit

    D Selects Drill Through

    View MenuThese keyboard equivalents are used in the View menu in Basic mode.

    Keys Action

    T, T Selects Task List, and then selects Task List

    T, R Selects Task List, and then selects Report

    T, S Selects Task List, and then selects Status

    A Selects Edit Account Annotations

    C Selects/toggle Show Dimension Label on Page

    I Selects Instructions

    C Selects Currency

    H Selects Refresh

    Ctrl+Alt+0 (zero) Selects View Masthead

    Ctrl+Alt+1 Selects View Pane

    Tools MenuThese keyboard equivalents are used in the Tools menu.

    Keys Action

    L Selects Manage Approvals

    33

  • Keys Action

    V Selects Copy Version

    R Selects Business Rules

    S Selects Job Console

    O Selects Custom Links

    E Selects Export as Spreadsheet

    A, C Selects Ad Hoc, and then selects New Ad Hoc Grid

    A, A Selects Ad Hoc, and then selects Analyze

    A, S Selects Ad Hoc, and then selects Save Ad Hoc Grid

    A, O Selects Ad Hoc, and then selects Ad Hoc Options

    A, Z, N Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Next Level

    A, Z, V Selects Ad Hoc, and then selects Zoom In, and then selects Zoom in All Levels

    A, Z, B Selects Ad Hoc, and then selects Zoom In, and then selects Zoom in Bottom Level

    A, M Selects Ad Hoc, and then selects Zoom Out

    A, R Selects Ad Hoc, and then selects Remove Only

    A, K Selects Ad Hoc, and then selects Keep Only

    D Copy decision package

    Administration MenuThese keyboard equivalents are used in the Administration menu.

    Keys Action

    M, S Selects Manage, and then selects Tablet Access

    M, F Selects Manage, and then selects Data Forms and Ad Hoc Grids

    M, M Selects Manage, and then selects Menus

    M, T Selects Manage, and then selects Task Lists

    M, L Selects Manage, and then selects Smart Lists

    M, E Selects Manage, and then selects Variable

    M, B Selects Manage, and then selects Business Rule Security

    M, C Selects Manage, and then selects Clear Cell Details

    34

  • Keys Action

    M, Y Selects Manage, and then selects Copy Data

    M, D Selects Manage, and then selects Dimensions

    M, A Selects Manage, and then selects Alias Tables

    M, V Selects Manage, and then selects Currency Conversions

    M, X Selects Manage, and then selects Exchange Rates

    M, S Selects Manage, then selects Security Filters

    M, G, A Selects Manage, then Decision Package, then selects Decision Package Attributes

    M, G, T Selects Manage, then Decision Package, then selects Decision Package Types

    A, M Selects Application, then selects Broadcast Messages

    A, P Selects Application, and then selects Properties

    A, R Selects Application, and then selects Reports

    A, T Selects Application, and then selects Statistics

    A, S Selects Application, and then selects Settings

    A, E Selects Application, and then selects Create

    A, D Selects Application, and then selects Delete

    A, G Selects Application, and then selects Register

    A, C Selects Application, and then selects Create Database

    A, B Selects Application, and then selects Refresh Database

    P, P Selects Approvals, and then selects Planning Unit Hierarchy

    P, A Selects Approvals, then selects Scenario and Version Assignment

    P, I Selects Approvals, and then selects File Based Import/Export

    R Selects Map Reporting Application

    D, C Selects Data Source, and then selects Create

    D, E Selects Data Source, and then selects Edit

    D, D Selects Data Source, and then selects Delete

    L Selects Data Load Settings

    O Outline Load

    O,I Import from file

    35

  • Keys Action

    O,E Export metadata to file

    O,D Export data to file

    Help MenuThese keyboard equivalents are used in the Help menu.

    Keys Action

    T Selects Help on this Topic

    C Selects Contents

    L Selects Contents Capital Asset Planning

    W Selects Contents Workforce Planning

    P Selects Contents Public Sector Planning and Budgeting

    F Selects Contents Project Financial Planning

    S Selects Technical Support

    E Selects EPM Documentation

    A Selects About Oracle Enterprise Performance Management System Workspace, Fusion Edition

    Tool BarThese keyboard equivalents are used in the tool bar.

    Keys Action

    Ctrl+S Save

    Ctrl+H Refresh the Grid

    Ctrl+P Print

    Ctrl+J Adjust Data function on Grid

    Ctrl+K Lock/unlock cells on the Grid

    Ctrl + Alt + G Grid Spread

    Ctrl+M Mass Allocate

    Ctrl+C Copy

    Ctrl+V Paste

    36

  • Keys Action

    Ctrl + X Cut

    Ctrl + Alt + T Comments on Grid

    Ctrl+E Document Attachment

    Ctrl+U Supporting Details

    Ctrl+I Instructions

    Ctrl + ALT + V Open in Smart View

    Ctrl+Alt+N New Ad Hoc grid

    Ctrl + Alt + A Analyze

    Ctrl + Alt + S Save Ad Hoc Grid

    Ctrl + Alt + O Ad Hoc Options

    Ctrl+Alt+E Zoom In Next Level

    Ctrl+Alt+F Zoom in All Levels

    Ctrl + Alt + B Zoom in Bottom Level

    Ctrl+Alt+Y Zoom out

    Ctrl+Alt+E Pie Chart View in Task List Status

    Ctrl+Alt+G Gantt Chart View in Task List Status

    Alt+R Previous Incomplete (In Task List Wizard)

    Alt+E Next Incomplete (In Task List Wizard)

    Alt+P Previous task (In Task List Wizard)

    Alt+N Next Task (In Task List Wizard)

    Alt+H Task List Status Home Page

    Ctrl+Alt+C Focus on the Completed Checkbox (If enabled) in Task list Wizard

    37

  • COPYRIGHT NOTICE

    Planning Accessibility Guide, 11.1.2.4

    Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

    Authors: EPM Information Development Team

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    The information contained herein is subject to change without notice and is not warranted to be error-free. If you find anyerrors, please report them to us in writing.

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    IntroductionEnabling Accessibility for PlanningAccessibility FeaturesRecommended JAWS SettingsUsing Screen Reader ModeEnabling Screen Reader Mode in the Simplified InterfaceWorking with the Dashboard in Accessibility ModeAdding Artifacts to a Dashboard in Accessibility ModeAdding a Chart in Accessibility ModeAdding a Form or Ad Hoc Grid in Accessibility ModeAdding a URL in Accessibility ModeAdding Commentary in Accessibility ModeChanging the Dashboard Layout in Accessibility Mode

    Keyboard EquivalentsAccess Keys for Left Pane Accordion ControlsAccelerator KeysMenusTool Bar