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 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 == | |||
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: | |||
[[Image:Structure of the ribbons .JPG |thumb|center|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. | |||
[[Image:Ribbon, Standard category .JPG |thumb|center|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. | |||
[[Image:Ribbon, Control category .JPG |thumb|center|Ribbon, Control category ]] | |||
==Analysis== | |||
The Analysis category features the BI Centre and ad-hoc Analysis tabs, where you can create custom analysis masks with the BI Centre and the Analyser. You can also use the analyses provided by the program. | |||
[[Image:Ribbon, Analysis category.JPG |thumb|center|Ribbon, Analysis category ]] | |||
==Reporting== | |||
The Reporting category offers the Report Cockpit tab. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services. | |||
[[Image:Ribbon, Reporting category.JPG |thumb|center|Ribbon, Reporting category ]] | |||
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Revision as of 09:00, 7 May 2010
Quick Access Toolbar
The Quick Access Toolbar is located at the top right next to the round 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
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:
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.
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.
Analysis
The Analysis category features the BI Centre and ad-hoc Analysis tabs, where you can create custom analysis masks with the BI Centre and the Analyser. You can also use the analyses provided by the program.
Reporting
The Reporting category offers the Report Cockpit tab. Here you can access the CoPlanner reporting features based on Microsoft Reporting Services.
