CPM toolbar

Excel Services commands are available from the CPM toolbar as well as the CPM menu. The administrative commands are only visible if View Manager is installed on the computer. Cell-based functionality is accessed from the CPM Analysis toolbar. View-based functionality is accessed from the CPM Views toolbar.

The toolbar icons do not correctly handle transparent backgrounds in all environments. The background is not treated as transparent when disabled.

Enter/Exit Design Mode for Views enables you to add, delete, or reload view definitions. These tasks are typically done by an administrator.

Insert View inserts a view into the active worksheet. This command is enabled when in design mode.

Delete View deletes the selected view from the active worksheet. This command is enabled when in design mode. After deleting a view, you may need to click on a cell in the worksheet to enable the Insert View command. If a workbook becomes corrupt or you are working offline, a view may not delete successfully. You must manually delete the view. See the "Troubleshooting" appendix.

Reload View Definition reloads the view on the worksheet to pick up the latest changes. This command is enabled when in design mode. For the Approval process, if the status of the data has changed since the workbook was first opened; the color of the status area for a reloaded view may not reflect the current status of the data. While Reload View Definition does not refresh the status color, it does change write-back to reflect the current status.

Connect to/Disconnect from Server connects to or disconnects from the specified server. For further information, see the "Connecting to the Server" section.

Insert View Row inserts a row into the view. This command is disabled if you reconnect to the server after disconnecting. To enable the command, refresh the worksheet and click on a cell in the data area or an on-grid member.

Insert View Column inserts a column into the view. This command is disabled if you reconnect to the server after disconnecting. To enable the command, refresh the worksheet and click on a cell in the data area or an on-grid member.

Dimension Configuration opens the Dimension Controller dialog box. This dialog box enables you to rotate dimensions within the view. Dimensions can be rotated if the administrator has allowed rotation for the view. For Analysis Services applications, even virtual dimensions can be rotated.

Refresh Worksheet Data replaces the data on the open worksheet with the values stored in the databases.

Save Data saves data to the database and refreshes the worksheet. Data is not saved locally. You cannot undo a Save Data command. Save Data does not run a local consolidation. Use this command before finalizing your data.

Save with Local Consolidation saves the data to the database and runs a local consolidation.