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This topic describes the user interface elements of Excel Integration.

Each time you launch the add-in, it is displayed on the Home tab at the right of the ribbon. You can customize the ribbon and change the position of the add-in.

This table shows the buttons and icons that you use within the add-in:

Button Description
Infor icon Show Infor d/EPM task pane
Add ad-hoc report icon Add an ad-hoc report
Add Self-Service report icon Add a Self-Service report
Add horizontal elements icon Add horizontal elements
Add vertical elements icon Add vertical elements
Add filter icon Add filter elements
Add value icon Add a value
Recalculate workbook icon Recalculate a workbook
Recalculate sheet icon Recalculate a sheet
Recalculate selected area icon Recalculate a selected area
Edit icon Edit element formula
Writeback mode icon Enable writeback mode
Convert slice to cell-based icon Convert an ad-hoc slice report to a cell-based report. The active cell must be within the report area.
Online help icon Access online help
Customer support icon Open customer support website
About icon Access information about Infor d/EPM
Switch option icon Access the switch option.
Horizontal vertical icon Switch between vertical and horizontal element formula generation.
Read-only formula icon Write formula icon Select between read-only and read and write formula generation
Cell reference icon Reference a cell
Autofill icon Select all default hierarchies of unused dimensions in the Filters section of an ad-hoc report.

Unused dimensions are those from which you have not manually selected any hierarchies for filters, columns, and rows.

Edit icon Edit filters, columns, and rows in an ad-hoc report
Trash icon Remove a selected hierarchy from an ad-hoc report
Display format icon Select a display format for a list of elements or for a resulting formula.
Element visibility icon Select which elements from a list of elements are visible.
Zero suppression icon Enable zero suppression on ad-hoc report rows, columns, or on both. Any row or column that contains only zero values is hidden. If the row or column contains at least one non-zero value, the zero values in that row or column are still displayed.
Search icon Perform a search.
More icon Open a list with options.