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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 |
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Show Infor EPM task pane |
Add an ad-hoc report | |
Add a Self-Service report | |
Add horizontal elements | |
Add vertical elements | |
Add filter elements | |
Add a value | |
Recalculate a workbook | |
Recalculate a sheet | |
Recalculate a selected area | |
Edit element formula | |
Enable writeback mode | |
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Convert an ad-hoc slice report to a cell-based report based on the
INFOR.READ.VALUE or INFOR.GET.VALUE formula. The
active cell must be within the report area. |
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Access online help |
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Open customer support website |
Access information about Infor EPM | |
Access the switch option. | |
Switch between vertical and horizontal element formula generation. | |
Select between read-only and read and write formula generation | |
Reference a cell | |
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. |
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Edit filters, columns, and rows in an ad-hoc report. |
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Remove a selected hierarchy or selected elements from an ad-hoc report. |
Select a display format for a list of elements or for a resulting formula. | |
Select which elements from a list of elements are visible. | |
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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. |
Perform a search. | |
Open a list with options. | |
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In an ad-hoc report, enable break hierarchy on the selected elements within a hierarchy. If enabled, the selected elements are displayed in the report in the same order as in the Selections section. |
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In an ad-hoc report, enable element indentation on the selected elements. If enabled, the selected elements are indented in the report based on their level within a hierarchy. |
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Expand a pane with data source options. |
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Collapse a pane with data source options. |