Enterprise Edition:Ribbon: Difference between revisions

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== Quick Access Toolbar ==
The Quick Access Toolbar is located at the top right next to the round [[Enterprise_Edition:CoPlanner_Menu|CoPlanner button]].
The advantage of this toolbar is that it is always in the foreground. Every user can place the most frequently used commands on this toolbar to have them easily available at all times.
== Multi-Function Bar  ==
== Multi-Function Bar  ==
The Multi-Function Bar at the top of the window contains the most important commands in the form of tabs for easy access (e.g. Model, Planning, Actual Data, etc.). Several of these tabs are grouped together in each category.
The Multi-Function Bar at the top of the window contains the most important commands in the form of tabs for easy access (e.g. Model, Planning, Actual Data, etc.). Several of these tabs are grouped together in each category.
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=== Standard ===
=== Standard ===
The Standard category contains the Model tab, which consists of the groups OLAP Dimensions, Structure Dimensions, and Planning Parameters.
The Standard category contains the [[Enterprise_Edition:Model|Model]] tab, which consists of the groups [[Enterprise_Edition:OLAP-Dimensions|OLAP Dimensions]], [[Enterprise_Edition:Structure_Dimensions|Structure Dimensions]], and [[Enterprise_Edition:Planning_parameters|Planning Parameters]].


[[Image:Ribbon, Standard category .JPG |thumb|center|Ribbon, Standard category  ]]
[[Image:Ribbon, Standard category .JPG |thumb|center|Ribbon, Standard category  ]]


===Control===
===Control===
The category Control contains the Planning and Actual Data tabs.
The category Control contains the [[Enterprise_Edition:Planning|Planning]] and [[Enterprise_Edition:Actual_Data|Actual Data]] tabs.
The Control tab contains planning masks divided into the following groups: Success Planning on Monthly Basis, Success Planning on Yearly Basis, Balance Sheet and Financial Planning, and Long-Term Planning.  
The Control tab contains planning masks divided into the following groups: Success Planning on Monthly Basis, Success Planning on Yearly Basis, Balance Sheet and Financial Planning, and Long-Term Planning.  
The Actual Data tag contains the groups Income Statement and Balance Sheet, which provide masks for manually entering actual data, and analysis masks in the Reports group.
The Actual Data tag contains the groups Income Statement and Balance Sheet, which provide masks for manually entering actual data, and analysis masks in the Reports group.
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===Reporting===
===Reporting===
The Reporting category offers the Report Cockpit tab. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services.
The Reporting category offers the [[Enterprise_Edition:Report_Cockpit|Report Cockpit]] and [[Enterprise_Edition:Management_Information|Management Information]] tab. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services.


[[Image:Ribbon, Reporting category.JPG |thumb|center|Ribbon, Reporting category  ]]
[[Image:Ribbon, Reporting category.JPG |thumb|center|Ribbon, Reporting category  ]]
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[[Category:Enterprise Edition|Ribbon]]
[[Category:Enterprise Edition|Ribbon]]
[[Category:First Steps|Ribbon]]
[[Category:First Steps|Ribbon]]
[[Category:User interface|Ribbon]]
[[de:Enterprise_Edition:Ribbon]]
[[de:Enterprise_Edition:Ribbon]]

Latest revision as of 15:29, 4 May 2011

Multi-Function Bar

The Multi-Function Bar at the top of the window contains the most important commands in the form of tabs for easy access (e.g. Model, Planning, Actual Data, etc.). Several of these tabs are grouped together in each category. The Multi-Function Bar has three sections:


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Structure of the ribbons

The tabs for individual important sections The tabs are subdivided into groups. The name of each group appears at the bottom (e.g. the first group on the Model tab is named OLAP Dimensions, etc.) The groups themselves contain commands (e.g. Company, Profit Centre/Cost centre, Products, etc.)

Context tabs

Some tabs are only shown when they are needed. For example, when you open a mask, the Functions tab displays the name of the mask and the commands that can be used in it. When you have finished working with this tab, all you need to do is click outside the mask to make the normal groups reappear.

Structure of the ribbons

The ribbons contain a hierarchical list of categories comprising Standard (not displayed), Control, Analysis, and Reporting. The ribbons contain all the levels you need for your planning.

The categories in the ribbons are described below.

Standard

The Standard category contains the Model tab, which consists of the groups OLAP Dimensions, Structure Dimensions, and Planning Parameters.

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Ribbon, Standard category

Control

The category Control contains the Planning and Actual Data tabs. The Control tab contains planning masks divided into the following groups: Success Planning on Monthly Basis, Success Planning on Yearly Basis, Balance Sheet and Financial Planning, and Long-Term Planning. The Actual Data tag contains the groups Income Statement and Balance Sheet, which provide masks for manually entering actual data, and analysis masks in the Reports group.

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Ribbon, Control category

Analysis

The Analysis category features the BI Center and ad-hoc Analysis tabs, where you can create custom analysis masks with the BI Center and the ad-hoc Analysis. You can also use the analyses provided by the program.

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Ribbon, Analysis category

Reporting

The Reporting category offers the Report Cockpit and Management Information tab. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services.

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Ribbon, Reporting category