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 |
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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. | |
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Show or hide the task pane. |
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Log in to Infor EPM or get online help. |
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Log out from the Infor EPM. |
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Access online help. |
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Open the Infor Customer Portal. |
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Access information about Infor EPM. |
Edit the Ad-hoc report. | |
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Switch dimensions between rows and columns axis. The element and structure selections are transferred with the dimension. |
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Move the hierarchy to the row axis. When there is a single hierarchy on axis, you cannot move it. |
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Move the hierarchy to the column axis. When there is a single hierarchy on axis, you cannot move it. |
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Move the hierarchy to filters section. When there is a single hierarchy on axis, you can move it to rows or columns. |
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Keep only selected elements in the report definition. |
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Drill down to details of the selected element. The report shows children of selected elements. |
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Drill up the whole level above the selected element. |
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Expand selected elements. |
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Collapse selected elements. |
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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. |
Access the switch option. | |
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Switch between vertical and horizontal element formula generation. |
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Select between read-only and read and write formula generation |
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Reference a cell |
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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. |
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Select a display format for a list of elements or for a resulting formula. |
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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. |
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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. |