Right-click objects in views to display available functionality for them such as inserting measure items, transposing the grid, filtering objects in the grid, and so forth. Many of the functions can also be controlled through view explorer and the Properties window, giving you several ways to make changes. Options on pop-up menus vary by user. Your user profile level determines which options are available to you. The menus in these examples are for a user with an advanced level of access. Menus are displayed in alphabetical order.
Right-click an attribute relationship to display actions that you can take related to that object or axis.
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Copy - This option allows you to copy sections of a view that you have selected. Paste - Allows you to paste data into update enabled cells. This option only shows in planning enabled views. See Working with Planning for details about using the Paste option. Select All - Use this option to select the entire grid. |
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Add - The sub menu has options for adding Attribute Relationships, Regular Measure Items, Calculated Measure Items, and Charts. Windows for adding the selected type of item will display once you make your selection from this sub menu. Edit - Edit the attribute relationships or edit hierarchies on the rows, columns, or view filter.
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Hide - When an attribute relationship is right-clicked and Hide is selected, the selected object is hidden from the grid. The Visible property for the attribute relationship changes to No. From view explorer, you can drag an attribute relationship back in the grid if needed, or you can change the Visible property to Yes. |
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Sort - Sort options are Ascending, Descending, Remove, and Remove All.
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Actions – Use this option to add new actions, add the active view to existing actions, or display the actions that include the active view .
Transpose - Use this option to change the axis for levels and measure items in the grid. Objects displayed in columns are switched to display in rows and vice versa. |
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View Explorer - This option allows you to open and close view explorer. If the Properties window is open when you close view explorer, the Properties window will also close. Properties - Click to maintain the attribute relationship properties including sorting and whether it is visible or not. |
Right-click the Rows or Columns headings in the Navigation
Panel (or their filter icon if an axis is filtered) to display a menu
with options to edit properties of that axis including its filter, totals,
or All Others properties. A shortcut to adding hierarchies to the Rows
or Columns of a view is to click the Add icon 
in those sections of the Navigation Panel.
Right-click within the grid to display actions that you can take such as transposing the rows, columns, and measure items.
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Copy - This option allows you to copy sections of a view that you have selected. Paste - Allows you to paste data into update enabled cells. This option only shows in planning enabled views. See Working with Planning for details about using the Paste option. Select All - Use this option to select the entire grid. |
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Add - The sub menu has options for adding Regular Measure Items, Calculated Measure Items, and Charts. Windows for adding the selected type of item will display once you make your selection from this sub menu.
Edit - Edit the hierarchies on the rows, columns, or view filter.
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Actions – Use this option to add new actions, add the active view to existing actions, or display the actions that include the active view .
Transpose - Use this option to change the axis for levels and measure items in the grid. Objects displayed in rows are switched to display in columns and vice versa. |
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View Explorer - This option allows you to open and close view explorer. If the Properties window is open when you close view explorer, the Properties window will also close. |
Measure items can be assigned to one axis, either rows or columns. Right-click the caption of a measure item in a detail row or column to display actions that you can take related to that object, such as inserting additional measure items or applying conditional formats.
Or, right-click the caption of a measure item in a Grand Total row or column to work with values in that area of a view, such as by applying sorts and filters to them.
Descriptions follow of the menus for measure items in detail and Grand Total rows or columns.
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Copy - This option allows you to copy sections of a view that you have selected. Paste - Allows you to paste data into update enabled cells. This option only shows in planning enabled views. This option does not display on the menu for Grand Totals. See Working with Planning for details about using the Paste option. Select All Occurrences - Use this option to select data for all occurrences of that measure item in the active page of the View. This option does not display on the menu for Grand Totals. Select All - Use this option to select the entire grid. |
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Add - The sub menu has options for adding Regular Measure Items, Calculated Measure Items, and Charts. Windows for adding the selected type of item will display once you make your selection from this sub menu.
Edit - For regular measure items, opens the Edit Measure Item window with that measure item selected for editing. You can edit that measure item or any other regular measure items. For calculated measure items, opens an Edit window where you can edit the calculation, caption, and format for the calculated measure item. Note: You also can access editing windows for measure items from the Measure Items window, which is accessible from view toolbars, or by double-clicking the caption of the respective measure item in the view grid. Delete - Deletes the measure item from the view definition without confirmation. It will no longer display in the view explorer. |
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Hide - When a measure item is right-clicked and Hide is selected, the selected object is hidden from the grid. The Visible property for the measure item changes to No. From view explorer, you can drag a measure item back in the grid if needed, or you can change the Visible property to Yes. |
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Sort - Sort options are Ascending, Descending, Clear, and Clear All.
Filter - Filter options are Edit, Clear, and Clear All.
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Conditional Format – Use this option to edit or add conditional formatting on the measure item. There are also options for clearing the conditional format on the active measure item or all measure items.
Actions – Use this option to add new actions, add the active view to existing actions, or display the actions that include the active view .
Transpose - Use this option to change the axis for levels and measure items in the grid. Objects displayed in columns are switched to display in rows and vice versa. |
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View Explorer - This option allows you to open and close view explorer. If the Properties window is open when you close view explorer, the Properties window will also close. Properties - Click to maintain the measure item properties including the name, caption expression, type, pop-up labels, hyperlinks, and so forth. |
Right-click the View Filter heading to display actions that you can take related to that object or section of the grid, such as filtering levels in that section.
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Edit
- Edit the hierarchies in the view filter.
A shortcut to adding hierarchies to the View Filter is
to click the Add icon |
Right-click the level to display actions that you can take related to the level, such as editing the hierarchy.
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Copy - This option allows you to copy sections of a view that you have selected. Paste - Allows you to paste data into update enabled cells. This option only shows in planning enabled views. See Working with Planning for details about using the Paste option. Select All - Use this option to select the entire grid. |
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Add - The sub menu has options for adding Attribute Relationships, Regular Measure Items, Calculated Measure Items, and Charts. Windows for adding the selected type of item will display once you make your selection from this sub menu.
Edit - Edit the attribute relationships or edit hierarchies on the rows, columns, or view filter.
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Hide - When a level is right-clicked and Hide is selected, the selected object is hidden from the grid. The Visible property for the level changes to No. From view explorer, you can drag a level back in the grid if needed, or you can change the Visible property to Yes. |
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Sort - Sort options are Ascending, Descending, Clear, and Clear All.
Filter - Filter options are Edit, Change Filter Type, Clear, and Clear All. Change Filter Type opens a window where you can select the type of filter to set up or change. By default, a new filter you create from the Filter > Edit option is a list of members from the level with which you are working.
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Actions – Use this option to add new actions, add the active view to existing actions, or display the actions that include the active view .
Transpose - Use this option to change the axis for levels and measure items in the grid. Objects displayed in columns are switched to display in rows and vice versa. |
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View Explorer - This option allows you to open and close view explorer. If the Properties window is open when you close view explorer, the Properties window will also close. Properties - Click to maintain the level properties including the filter, sort, totaling, visibility, and display text. |
Right-click the view name to display actions that you can take related to the overall grid, such as exporting to Excel.
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Delete - Choose Delete to delete the view with confirmation. Anyone can delete their own personal views, but only view and security administrators may delete global views. |
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Actions – Use this option to add new actions, add the active view to existing actions, or display the actions that include the active view .
Excel - Click to initiate an export of the view to Microsoft Excel. Print - Click to print the active page of the view. |
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Properties - Click to maintain the view properties including the name, description, type and view group. |
