Navigation
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 on the Infor EPM and Manage Report tabs within the add-in ribbon:
Button | Description |
---|---|
Add an ad-hoc report. | |
Add a Self-Service report. | |
Insert horizontal elements. | |
Insert vertical elements. | |
Insert filter elements. | |
Insert a value. | |
Edit element formula. | |
Enable writeback mode. | |
Recalculate a workbook. | |
Recalculate a sheet. | |
Recalculate a selected area. | |
Show or hide the task pane. | |
Log in to Infor EPM or get online help. | |
Log out from the Infor EPM. | |
Access online help. | |
Open the Infor Customer Portal. | |
Access information about Infor EPM. | |
Edit the Ad-hoc report. | |
Switch dimensions between rows and columns axis. The element and structure selections are transferred with the dimension. | |
Move the hierarchy to the row axis. When there is a single hierarchy on axis, you cannot move it. | |
Move the hierarchy to the column axis. When there is a single hierarchy on axis, you cannot move it. | |
Move the hierarchy to filters section. When there is a single hierarchy on axis, you can move it to rows or columns. | |
Keep only selected elements in the report definition. | |
Drill down to details of the selected element. The report shows children of selected elements. | |
Drill up the whole level above the selected element. | |
Expand selected elements. | |
Collapse selected elements. | |
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. |
|
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. |
|
Edit filters, columns, and rows in an ad-hoc report. | |
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. | |
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. | |
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. | |
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. | |
Expand a pane with data source options. | |
Collapse a pane with data source options. |