Introduction
This guide describes the accessibility features of Oracle Hyperion Planning.
Oracle customers have access to electronic support through My Oracle Support. For
information, visit or visit if you are hearing impaired.
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility
Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Enabling Accessibility for Planning
Accessibility features in are on by default, and are always available.
Accessibility Features
Planning provides these accessibility features. For information about the recommended software
configuration, see the Oracle Hyperion Enterprise Performance Management System Certification
Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System
Configurations page on OTN (listed in the Oracle Business Intelligence product area): http://
www.oracle.com/technology/software/products/ias/files/fusion_certification.html
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Support for screen readers and magnifiers
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Keyboard navigation equivalents for all objects
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Alt+Z to skip navigation links and read the main content area. Note that Ctrl+F6 does not
read this area
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Alt and Title attributes for all objects, images, and page titles
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Support for expanding and collapsing trees using the Enter key and keyboard equivalents
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Data form access using keyboard equivalents
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Tab indexing, implemented from left to right on all pages
Recommended JAWS Settings
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Turn PC Cursor Mode ON when tabbing through read-only fields in a table.
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Turn PC Cursor Mode OFF when entering data in editable fields.
Note: With JAWS 14, there are issues when PC Cursor Mode is ON. In Internet Explorer 8,
pressing Tab, then a control enters and leaves the application. In Internet Explorer 9, all
actions and navigation apply as application control. To work around this in JAWS 14 with
Internet Explorer 8 and 9, turn PC Cursor Mode OFF.
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Accessibility Guide
What to Expect in Screen Reader Mode in the Current
Release
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When working with forms to enter data, do not enable the Hide Selection checkbox. Doing
so may impact the ability of the screen reader to read the correct content.
To select any right-click menu option, you must first select the Show Selection checkbox and
then the appropriate item or business artifact in order to be able to select the right context.
In rule launch windows, select the corresponding radio buttons to invoke the member
selector for runtime prompts.
Use Ctr + Alt + Arrow keys to read the contents of both read-only and editable tables, such
as user variables, across all applications.
If, after you perform validations, cells contain errors, you must tab through each cell to
locate those with errors. Clicking error messages in the Data Validation Summary does not
place focus on the corresponding cell with errors.
If you launch a secondary dialog, such as the member selector, while in screen reader mode,
press ALT+Z to switch focus from the main dialog to the secondary dialog. You can then
tab to navigate the dialog.
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Use radio buttons and check boxes for selection.
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For information icons, click icons for additional information.
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No Popups; popups appear in a new page. When a popup such as a confirmation message
appears on save or rule launch, use the Down Arrow keys to read the message after the screen
reader announces the popup. Use the same process for informational popups.
No graphs or charts; everything is rendered in table format.
Accessibility Information for Planning Release
11.1.2.1
If you are using the Planning release 11.1.2.1 interface and features, refer to the Planning release
11.1.2.1 accessibility information in Oracle Hyperion Planning Administrator's Guide Release
11.1.2.1, Appendix D, "Accessibility Features."
Keyboard Equivalents
These sections list the Planning keyboard equivalents implemented for screen navigation,
menus, and tasks completed on pages and dialog boxes.
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“Access Keys for Left Pane Accordion Controls” on page 4 provides general access and
left pane navigation.
“Accelerator Keys” on page 5 contains the keyboard equivalents used throughout
Planning.
“Menus” on page 30 contains the keyboard equivalents for the Planning menus.
Accessibility Guide
3
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“Tool Bar” on page 35 lists keyboard equivalent for the tool bar.
Note: Some options and movements within do not need an assigned hot key. In these cases, use
the Tab key for navigation.
Access Keys for Left Pane Accordion Controls
Table 1
General Access Keys
Keys
Action
Alt+M+Enter
Open the Forms accordion
Alt+L+Enter
Open the My Task Lists accordion
Alt+L+Enter
Open the Task Lists accordion
Alt+S+Enter
Open the Dimension accordion
Alt+B+Enter
Open the Business Rule Security accordion
Alt+R+Enter
Open the Preferences accordion
Table 2
Left Pane Navigation
Keys
Action
Alt + M
Focus on Forms Accordion
Alt + L
Focus on Task List Accordion or My Task List Accordion. For planners, Alt + L focuses on My Task List Accordion.
For administrators and Interactive users:
1. First, focus moves to Task Lists Management.
2. Pressing Alt + L again moves focus to My Task List accordion.
Alt + S
Focus on Dimension Editor accordion
Alt + B
Focus on Business rules security accordion
Alt + R
Focus on Preferences accordion
Alt + D
Focus on Decision Package Types accordion (for Internet Explorer 8, focus on any of the neighboring accordions,
and then tab to reach the Decision Package Types accordion)
Note: IE 8 non-administrative users must press Alt + L to go to‘My Tasklist, and then press Shift + Tab to navigate
through tasks to the decision package types.
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Alt + Z + Tab
Move focus to the first available field on the right content pane.
Alt + O
Focus on Form Folder sub accordion
Alt + M
Focus on Forms sub accordion
Alt + U
Focus on Business Rules sub accordion
Accessibility Guide
Keys
Action
Note: After the focus
moves to the
accordion, pressing
Enter toggles
between expand and
collapse actions.
These hot keys are for page level actions for the Planning artifact management pages such as Form Management,
Task List Management, Dimension Editor, and Menu Management.
Accelerator Keys
Table 3
Manage Artifacts - Page-Level Actions
Keys
Action
Ctrl + W
Create, add, add child
Ctrl + E
Edit
Crtl + Shift + R
Rename
Ctrl + M
Move
Ctrl +Shift + G
Assign access
Crtl +Shift + B
Add sibling
Ctrl + B
Show ancestors
Ctrl + U
Show usage
Ctrl + Shift + U
Move up
Ctrl +Shift + D
Move down
Ctrl + H
Refresh, Sync
Ctrl + F
Search default action
Ctrl + Shift + F
Focus on the search input box
Ctrl + S
Save
Ctrl + Shift+ L
Cancel operation
Ctrl + M
Add to selected list
Ctrl + Shift + W
Add all to selected list
Ctrl + R
Remove from selected list
Ctrl + Shift + R
Remove all from selected list
Ctrl + Up Arrow
Move up selected in the selected list
Ctrl + Down Arrow
Move down selected in the selected list
Accessibility Guide
5
Keys
Action
Ctrl + S
Save artifact
Ctrl + Shift + S
Save as artifact
Ctrl + Shift + P
Previous tab
Ctrl + Shift + N
Next tab
Esc
Cancel
Ctrl + Shift + F
Finish
Ctrl + W
Preview
Note: These keys are used for page-level actions for artifact management pages such as form
Management, Task List Management, Dimension Editor, and Menu Management.
Table 4
Simple Form, Composite Form, and Grid Management
Access Keys
Layout Tab
Validation Rules: Access Keys on Validation Panel For
Validation Rules
6
Accessibility Guide
Keyboard Equivalent
Action
Alt + P
Focus on Properties Tab
Alt + Y
Focus on Layout tab
Alt + G
Focus on Grid Properties Section
Alt + M
Focus on Dimensions Properties panel
Alt + S
Focus on Section Properties panel
Alt + S
Focus on Smart View Option Panel
Alt+S
Segment View
Alt + I
Focus on Display Properties Panel
Alt + P,P
Focus on Printing Options Properties Panel
Alt + V,V
Focus on Validation Rules properties Panel
Ctrl + Shift + V
To drop selected dimension to POV section
Ctrl + Shift + P
To drop selected dimension to Page section
Ctrl + Shift + R
To drop selected dimension to Rows section
Ctrl + Shift + C
To drop selected dimension to Columns section
Enter
1. Tab through row/column header and press Enter to
bring up the Context Menu 2. Tab through to the
Dimension and press Enter to bring up the dimension
context menu"
Alt + P
Focus on Page Section
Access Keys
Other Options Tab
Keyboard Equivalent
Action
Alt + P,V + Enter
Invoke Member Selector on "Point Of View" section
Alt + P,P + Enter
Invoke Member Selector on "Page" section
Alt + O
Focus on "Other Options" tab
Alt + R
Focus on Precision Panel
Other Options Tab : Access Keys
Business Rules Tab
Alt + R
Business Rules : Access Keys
Table 5
Alt + R
Focus on Business Rules tab
Alt + P
Focus on Plan type drop Down
Form and Grid Management Hot Keys
Access Keys
Keyboard Equivalent
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts Page-Level Actions”.
Composite Forms Access keys
Access keys
Show Menu for layout sections
Alt + Y
Select Layout Panel
Alt + O
Toggle selection between Custom
Layout/2 Row Layout/2 Column Layout
Alt + S
Select Section properties Panel
Alt + G
Toggle focus and selection between
Global Layout Dimension/Common
Dimension properties Panel
Crtl + Shift + A
Display forms as Tabs
Ctrl + Shift + N
Add form
Ctrl + Delete
Delete selected form
Ctrl +Shift +E
Edit Form Label
Ctrl + Shift + T
Move to Top
Ctrl + Shift + B
Move to Bottom
Ctrl + Shift + U
Move Up
Ctrl + Shift + D
Move Down
Hot Keys
Action
Accessibility Guide
7
Table 6
Enter Data
Access Keys
Keyboard Equivalent
Action
Ctrl+Shift+T
Focus is moved onto the next form. If the form is within a tabbed pane, the tab is
disclosed.
Note: If you are working in edit mode within a composite form, you must first press
Esc.
Hot Keys
Table 7
Ctrl+Shift+Q
Navigate between different form tabs in the Decision Package interface.
Alt + .
Go to the page dimension.
General hot keys are listed in
Table 3, “Manage Artifacts - PageLevel Actions”.
Menu Management
Access Keys
Keyboard Equivalent
Action
Add, Edit Menu, Menu
Item
Alt + N
Toggle focus on Menu
Name/ Menu Item Name
input boxes
Alt + S
Toggle focus on Select
Form Folder/Form button
Hot Keys
Table 8
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Smart Lists
Access Keys
Keyboard Equivalent
Action
Create, Edit Smart List
Alt + P
Focus on Properties Tab
Alt + R
Focus on Entries Tab
Alt+S
Save the Smart List edit
Alt+L
Cancel the Smart List edit
Alt + W
Focus on Preview Tab
Hot Keys (in all tabs)
Table 9
Task Lists
Access Keys
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General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Keyboard Equivalent
Action
Alt + K
Focus on Task List Tab
Alt + C
Toggle focus between Task List Name
and Clear dropdown List
Alt+K
Focus on the Task Name in the task
Detail panel
Accessibility Guide
Access Keys
Keyboard Equivalent
Action
Alt + I
Focus on Instructions Tab
See Rich Text Editor section for Access and Control Keys for Rich Text Editor
Hot Keys
Table 10
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Task List Dashboard
Access Keys
Hot Keys
Keyboard Equivalent
Action
Alt + G
Focus on Go button
Alt + S
Focus on Show All Tasks menu
Control + E
Edit task list
Control + Alt + D
Create PDF report
Control + Alt + X
Create Excel report
Control + Alt + S
Show chart by status
Control + Alt + T
Show chart by type
Control + Alt + U
Show chart by user
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Table 11
User Variables
Access Keys
Hot Keys
Table 12
Hot Keys
Hot Keys
Table 13
Keyboard Equivalent
Action
Alt + U
Focus on User Variables tab
Alt + S
Focus on Substitution Variables tab
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Business Rules Security
Keyboard Equivalent
Action
Alt + M
Move the rule
Alt + G
Assign Access to rule
General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.
General hot keys are listed in Table 3, “Manage Artifacts Page-Level Actions”.
Clear Cell Details
Access Keys
Keyboard Equivalent
Action
Hot Keys
Alt + P
Focus on Plan Type drop down list
Accessibility Guide
9
Access Keys
Table 14
Action
Alt + M
Toggle focus between Member Selector in static dimension Rows
Alt + A
Toggle focus between Add All Dimensions button and Add Static Dimension icon in Static
Dimension Panel
Alt + C
Selects, Invokes Clear Action
Copy Data
Access Keys
Table 15
Keyboard Equivalent
Keyboard Equivalent
Action
Alt + P
Focus on Plan Type drop down list
Alt + M
Toggle focus between Member Selector in static dimension Rows
Alt + A
toggle Focus between Static Dimension, Dimension with Source and Destination Panel
Alt + C
Selects, Invokes Copy Action
Dimension Editor
Access Keys
Dimensions Tab
Add Dimension
Add Child/Sibling
Member Properties Tab
10
Accessibility Guide
Keyboard Equivalent
Action
Alt + P
Focus on Performance Settings Tab
Alt + O
Focus on Evaluation Order Tab
Alt + R
Focus on Sort options drop down list
Alt + R + Tab
Focus on Sort Up icon command button
Alt + R + Tab + Tab
Focus on Sort Down icon Command button
Alt + S
Focus on search drop down options list
Alt + S + Tab
Focus on search input box
Alt + W
Focus on Add Dimension
Alt + G
Focus on Edit Dimension
Alt + G
Focus on View Dimension
Alt + P
Focus on Member Properties tab
Alt + U
Focus on UDA tab
Alt + M
Focus on Member Formula Tab
Alt + N
Focus on Name input box
Alt + D
Focus on Description input box
Access Keys
Keyboard Equivalent
Action
Alt + S
Toggle focus on Alias Table drop down list/Alias
input box/Smart List drop down/Data Storage/
Data Type
Alt + Y
Toggle focus on Account drop down list
Alt + R
Focus on Variance reporting drop down
Alt + B
Focus on Time balance drop down list
Alt + P
Toggle focus on Source Plan Type drop down
list / Plan Type
Alt + H
Toggle focus on Hierarchy Type input box
Alt + V
Execute Validate
Alt + P
Focus on Plan Type drop down list
Alt + P
Focus on Plan Type drop down list
Ctrl + 0 (zero)
Add Custom Attributes
Ctrl + B
Show Ancestors
Alt + P
Options
Ctrl + J
Dynamic Time Series
Alt + L
Add Summary Time Period
Ctrl + Q
Copy Scenario
Alt + P
Plan type
UDA Tab
Member Formula Tab
Performance Settings Tab
Access Keys
Evaluation Order Tab
Access Keys
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts Page-Level Actions”.
Table 16
Member Formula Script Editor
Script Component
Access Keys
Find
Ctrl + Alt + F
Replace
Ctrl + +Alt + R
Member Selector
Alt + Shift +B
Function Selector
Alt + Shift +U
Accessibility Guide
11
Script Component
Access Keys
Variable Selector
Alt + Shift +G
Smart List Selector
Alt + Shift + M
Trigger auto suggest
Ctrl + Space
Comment
Ctrl + /
Copy
Ctrl + C
Paste
Ctrl + V
Cut
Ctrl + X
Undo
Ctrl +Z
Format
Alt + Shift + O
Verify Syntax
Alt +Shift+S
Perform next search for text string instance in the editor
(when Find dialog is open)
Alt+F
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Table 17
Assign Access Pop-Up
Access Keys
Keyboard Equivalent
Action
Alt + U
Focus on Users tab
Alt + G
Focus on Group tab
Alt + R
Focus on "Remove Non
Provisioned Users/Groups"
button
Add/Edit Access Pop-up
Access Keys
Alt + G
Toggle focus between Read,
Write, None radio boxes
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.
Table 18
User Selector (Select and Assign Owner)
Access Keys
Keyboard Equivalent
Action
Alt + U
Select Users tab
Alt + G
Select Groups Tab
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Alias Table Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
12
Accessibility Guide
Table 19
Currency Conversion
Access Keys
Keyboard Equivalent
Action
Currency Conversion
Alt + M
Toggle between version types
All other access and actions are completed with tab key traversal
Exchange Rate Management
Alt + C
Set Focus on create rate table
icon
Alt + I
Set Focus on Edit rate table icon
Alt + 9
Set Focus on delete rate table
icon
Security Filters
Hot Keys
Table 20
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.
Broadcast Message
Access Keys
Keyboard Equivalent
Action
Broadcast Message
Alt + S
Selects/Invokes Send button
Table 21
Properties
Access Keys
Keyboard Equivalent
Action
Access Keys
Alt + P
Toggle focus between Application/
System Properties
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Properties
Table 22
Manage Application
Access Keys
Keys
Action
Create Application
ALT + M
Manage Applications
ALT + O
Manage Data Source
ALT + U
Upgrade Wizard
ALT + B
Back Button (App Create)
ALT + N
Next Button (App Create)
ALT + L
Cancel Button (App Create)
ALT + 7
Create/Finish Button (App Create)
Accessibility Guide
13
Access Keys
Upgrade Wizard
Hot keys
Table 23
Keys
Action
ALT + C
Create (Manage Applications, Manage Data
sources)
ALT + 9
Delete (Manage Applications, Manage Data
sources)
ALT + I
Edit (Manage Data sources)
ALT + I
Initialize Application (Manage Applications)
ALT + R
Register Application (Manage Applications)
ALT + V
Validate (Upgrade Wizard)
ALT + A
Apply to selected (Upgrade Wizard - RDB Details)
ALT + E
Apply to selected (Upgrade Wizard - Essbase
Details)
ALT + 1
Datasource Tab (Upgrade Wizard)
ALT + 2
Applications Tab (Upgrade Wizard)
ALT + 3
Report Mapping Servers Tab (Upgrade Wizard)
ALT + B
Back Button (Upgrade Wizard)
ALT + N
Next Button (Upgrade Wizard)
Ctrl + R
Register Application
Ctrl + I
Initialize Application
Ctrl + 1
Validate
Ctrl + U
Upgrade
General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.
Reports
Access Keys
Keyboard Equivalent
Action
Access Keys
Alt + O
Select Forms Tab
Alt + P
Select Planning Unit Annotations Tab
Alt + S
Toggle between select Scenario/version/
entity drop down
Alt + M
Toggle between Member selector for
scenario, Version Entity
Alt + S
Toggle between scenario, Version, year,
currency drop down lists
Planning Unit Tab
Decision Package Tab
14
Accessibility Guide
Access Keys
Hot Keys
Table 24
Keyboard Equivalent
Action
Alt + D
Toggle Between Available / Selected
Decision Packages
Alt + U
Select Auditing Tab
Alt + D
Select Decision Package Tab
Alt + V
Toggle between Available / Selected
forms List
Alt + C
Select Create Report button
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.
Application Settings
Access Keys
Table 25
Keyboard Equivalent
Action
Alt + S
Save
Alt + R
Reset
Create or Refresh Database
Access Keys
Keyboard Equivalent
Create/Refresh Database
Tab traversal only
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Table 26
Outline Load
Access Keys
Access Keys
Table 27
Action
Keyboard Equivalent
Action
Ctrl+Shift+Arrow Left/Right
Scroll to the left or right
Alt + R
Run Outline Load
Alt + S
Reset Outline Load inputs
Data Load Administration
Access Keys
Keyboard Equivalent
Action
Access Keys
Alt + L
Toggle Focus on Data load
Dimension, Driver Dimension drop
down list
Alt + M
Select Member Selector
Alt + A
Add Row
Alt + U
Duplicate Row
Advanced Setting panel
Accessibility Guide
15
Access Keys
Hot Keys
Table 28
Keyboard Equivalent
Action
Alt + R
Delete selected row
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.
Map Reporting Application
Access Keys
Keyboard Equivalent
Action
Alt + A
Select Application tab
Alt + M
Select Map dimensions tab
Alt + P
Select point of view tab
Alt + N
Focus on Application Name input
box
Alt + P
Focus on Plan type drop down in
Source application panel
Application Tab
Access Keys
Map Dimensions Tab/Point Of View
Tab
Focus Select Member selector
Access Keys
Alt + M
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - PageLevel Actions”.
Simple Filter (Go button on Manage and
Analysis tab)
Alt + N
Show Advanced filter
Alt + A
Go button for Advanced filter
Alt + L
Cancel Advanced filter
Alt + R
Clear Search fields
Ctrl + W
Create Budget Request
Ctrl + E
Edit Budget Request
Ctrl + Shift + R
Share Budget Request
Ctrl + Delete
Delete Budget Request
Ctrl + S
Save Budget Request
Ctrl + M
Move Budget Request
Ctrl + D
Push Data to ASO
Ctrl + H
Refresh Data
Ctrl + Q
Associate Budget Request to Member
Alt + J
Focus on Justification tab in Budget
Request
Alt + U
Focus on Notes and Attachment tab in
Budget Request
Alt + X
Focus on Data Collection Forms tab in
Budget Request
Alt + R
Focus on Properties tab
Alt + C
Focus on Justification tab
Alt + S
Focus on Summary tab
Alt + P
Previous
Alt + N
Next
Alt + F
Finish
Alt + L
Cancel
Alt + U
Focus on Attributes tab on the wizards
Access Keys
Keyboard Equivalent
Action
Manage Decision Package Type Attributes /
Decision Package Attributes
Alt + I
Navigate to Local Attributes tab
Alt + G
Navigate to Global Attributes tab on
Decision Package Attributes
Alt + K
Navigate to Decision Package Type
Attributes tab on Decision Package
Attributes
Ctrl + Shift + N
Create a Decision Package Type Attribute
on Decision Package Type Attributes
Ctrl + Shift + Delete
Delete selected Decision Package Type
Attribute on Decision Package Type
Attributes
Alt + S (Hot Key)
Save
Alt + L (Hot Key)
Cancel
Ctrl + Shift + N
Create a Decision Package Attribute
Ctrl + Shift + Delete
Delete selected Decision Package Attribute
Alt + X
Focus on data collection forms tab
Alt + P
Focus on Reporting Application Mappings
tab
Alt + U
Focus on Roll up Members tab
Alt + J
Focus on Justification Questionnaire tab
Alt + I
Focus on Select Forms icon When Data
Collections forms tab is active in Decision
Package
Ctrl + W
Create Decision Package Type
Ctrl + Shift + S
Copy Decision Package Type
Ctrl + S
Save Decision Package Type
Ctrl + Shift + N
Create Rollup
Ctrl + Shift + Del (Delete Key)
Delete Rollup
Ctrl + Shift + E
Edit Rollup
Ctrl + Shift + N
Create Question
Ctrl + Shift + Del (Delete Key)
Delete Question
Ctrl + Shift + E
Edit Question
Decision Package Attributes
Decision Package Administration
Hot Keys
Accessibility Guide
23
Access Keys
Keyboard Equivalent
Hot Keys
General hot keys are listed in Table 3,
“Manage Artifacts - Page-Level Actions”.
Table 39
Action
Member Selector
Access Keys
Keyboard Equivalent
Action
Member Selector
Alt + M
Focus on Members Tab
Alt + R
Focus on Variables Tab
Alt + N
Focus on search input pox
Alt + P
Shift Focus to Display properties
Alt + F
Toggle Focus on filtered search icon
Alt + U
Focus on Search Up
Alt + S
Focus on Search Down
Alt + K
Toggle focus on Keep only functions /
Attributes / Generations icon
Hot Keys
Control + Shift + F
Toggle focus on Function Selector
Variables Tab
Alt + V
Toggle focus on User Variables Panel /
Substitution Variables Panel
Hot Keys
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level
Actions”.
Members tab
Table 40
Comments - Pop Up
Access Keys
Hot Keys
Table 41
Action
Alt + C
Focus on Comments Panel
Alt + A
Focus in Add button
Alt + E
Focus on Existing Comments Panel
Alt +X
Focus on Delete icon command button
Alt + Y
Focus on "Apply to all selected cells"
checkbox
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Document Attachment
Access Keys
24
Keyboard Equivalent
Keyboard Equivalent
Action
Alt + X
Focus on Delete
Accessibility Guide
Access Keys
Hot Keys
Table 42
Keyboard Equivalent
Action
Alt + E
Focus on Edit Icon command button
Alt + A
Focus on Add Icon Command button
Alt + Y
Focus on "Apply to all selected cells"
checkbox
General hot keys are listed in Table 3, “Manage Artifacts - Page-Level Actions”.
Accelerator Keys Reserved for Page-Level Components
Accelerator Key
Used In
Function
Ctrl + Alt + W
Pop-up
Toggle focus between open popups.
Ctrl + Shift+ W
Messaging, Secondary Windows
Toggle focus between open popups.
Ctrl + Alt + P
Splitter
Give focus to splitter bar.
Table 43
Access Keys For Various Browsers
Browser
Operating System
Key Combination
Action
Google Chrome
Linux
Alt + mnemonic
Click
Google Chrome
Mac OS X
Control + Option + mnemonic
Click
Google Chrome
Windows
Alt + mnemonic
Click
Mozilla Firefox
Linux
Alt + Shift + mnemonic
Click
Mozilla Firefox
Mac OS X
Control + mnemonic
Click
Mozilla Firefox
Windows
Alt + Shift + mnemonic
Click
Microsoft Internet Explorer 7
Windows
Alt + mnemonic
Set focus
Microsoft Internet Explorer 8
Windows
Alt + mnemonic
Click or set focus
Apple Safari
Windows
Alt + mnemonic
Click
Apple Safari
Mac OS X
Control + Option + mnemonic
Click
Table 44
Shortcut Keys Assigned to Common Components
Shortcut Key
Components
Action
Enter
All components
Activate the component, or the component element that has the focus.
Tab
All components
Move focus to next or previous editable component.
Shift + Tab
Flash components like ThematicMap,
Graph, and Gauge
Spacebar
Accessibility Guide
25
Shortcut Key
Components
Action
Ctrl + A
All components
Select all.
Arrow Left
Menu Bar
Move focus to different menu on a menu bar.
Arrow Right
Splitter
Move splitter left or right when it is in focus.
Input Number Slider
Move slider left or right when input number slider or input range slider is in
focus.
Input Range Slider
Input Number Spinbox
Increment or decrement the value when input number spinbox is in focus.
Arrow Up
Menu
Move focus to different menu items in a menu.
Arrow Down
Splitter
Move splitter up or down when it is in focus.
Input Number Slider
Move slider up or down when input number slider or input range slider is in
focus.
Input Range Slider
Table 45
Shortcut Keys for Rich Text Editor
Shortcut Key
Action
Ctrl+B
Boldface
Ctrl+I
Italics
Ctrl+U
Underline
Ctrl+5
Strikethrough
Ctrl+E
Center alignment
Ctrl+J
Full-justified alignment
Ctrl+L
Left-justified alignment
Ctrl+R
Right alignment
Ctrl+H
Create hyperlink
Ctrl+M
Increase indentation
Ctrl+Shift+M
Decrease indentation
Ctrl+Shift+H
Remove hyperlink
Ctrl+Shift+S
Clear text styles
Ctrl+Alt+-
Subscript
Ctrl+Alt++
Superscript
Ctrl+Z
Undo
26
Accessibility Guide
Table 46
Shortcut Keys Assigned to Table, Tree, and Tree Table
Shortcut Key
Components
Action
Tab
Table
Move focus to next or previous cell or editable component.
Shift+Tab
Tree Table
In a table, navigate to the next or previous editable content in cells. If the focus is on the last cell
of a row in the table, the Tab key moves focus to the first editable cell in the next row. Similarly,
Shift + Tab moves focus to the previous row.
Ctrl+A
Table
Select all components, including column headers, row headers, and data area.
Tree Table
Ctrl+Alt+M
Table
Launch context menu.
Tree
Tree Table
Enter
Table
Navigate to the next editable cell or previous editable cell of the column.
Shift+Enter
Tree
If focus is on the column header, sort table data in ascending order. Pressing Enter again sorts
the column in descending order.
Tree Table
If the focus is on the filter cell, perform table filtering.
In a click-to-edit table, if the focus is on a cell, enable edit mode.
Arrow Left
Table
Move focus.
Arrow Right
Tree Table
Arrow Up
Table
Move focus.
Arrow Down
Tree Table
If a row is selected, move focus to the previous row or next row. If no row is selected, scroll the
table one row up or down.
If the first row is selected, move focus to the column header.
Ctrl+Shift+Arrow Left
Table
Ctrl+Shift+Arrow Right
Tree Table
Shift+Arrow Up
Table
Shift+Arrow Down
Tree Table
Move the selected column to the left or right.
Select multiple rows.
Tree
Page Up
Table
If a row is selected, scroll and select the same row of the next or previous page.
Page Down
Tree Table
If no row is selected, scroll by one page.
Alt+Page Up
Table
Horizontally scroll the table to the right or left.
Alt+Page Down
Tree Table
Space Bar
Table
Select the node.
Ctrl+Space Bar
Tree
To select or remove multiple nodes, press Ctrl+Space Bar.
Tree Table
Shift+Space Bar
Table
Select multiple rows.
Tree Table
Accessibility Guide
27
Shortcut Key
Components
Action
Esc
Table
Remove selection.
Tree Table
If the focus is on the cell, exit click-to-edit mode, revert the cell value to original value, and return
focus to the cell. Press Esc key again to move focus to the row header.
Table 47
Shortcut Keys Assigned to Table, Tree, and Tree Table in Screen Reader Mode
Shortcut Key
Components
Action
Arrow Left
Table
Select the component. To select a node, press Tab and move focus to the component or its radio
control. Press Spacebar when the component is in focus.
Tree
Tree Table
You can also use the Spacebar for multiple selection.
Pressing Spacebar on a selected component unselects it.
Enter
Table
Tree
If the focus is on the column header, sort the column in ascending order. Pressing Enter again
sorts the column in descending order.
If the focus is on the disclosure icon of a tree, open or close that node.
If the focus is on the filter cell, perform table filtering.
Table
Move the focus to the next or previous cell or editable component.
Table
Move focus.
Ctrl+Shift+Arrow Left
Table
Move the selected column to the left or right.
Ctrl+Shift+Arrow Right
Tree Table
Ctrl+Alt+M
Table
Tab
Shift+Tab
Arrow Up
Arrow Down
Arrow Left
Arrow Right
Tree Table
Tree
28
Accessibility Guide
Launch body context menu.
Table 48
Shortcut Keys Assigned to Data Visualization Components
Shortcut
Key
Components
Action
Arrow Left
List region of all Gantt chart types
and task list status page
Move focus
Arrow Right
Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies
Planning form grid
If the focus is on the chart region of scheduling Gantt, the arrow key navigation
selects the previous or next taskbar of the current row.
If the focus is on the time bucket of resource utilization Gantt, the arrow key
navigation selects the previous or next time bucket in the current row.
If the focus is on the geographic map, the arrow key navigation pans left or right
by a small increment. Press Home or End key to pan by a large increment.
If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys
to move the focus left or right without selecting the component.
If you are using arrow keys to navigate cells of an editable pivot table, each focused
cell is activated for editing before allowing you to navigate to the next cell, making
the navigation slower. Press the Esc key to deactivate the edit mode of the focused
cell, and navigate faster. To edit a cell, press the F2 or Enter key.
If the focus is on the pivot table data cell, press Ctrl+Arrow Left to jump to the
corresponding row header cell. If the locale is bidirectional (such as Arabic), press
Ctrl+Arrow Right to jump to the corresponding row header cell.
Arrow Up
Arrow Down
List region of all Gantt chart types
and task list status page
Chart region of project Gantt
Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies
Planning form grid
Move focus.
If the focus is on the chart region of project Gantt, the arrow key navigation selects
previous or next row.
If the focus is on the chart region taskbar of scheduling Gantt, the arrow key
navigation selects the first taskbar of the previous row or the next row.
If the focus is on the time bucket of resource utilization Gantt, the arrow key
navigation selects the time bucket of the previous row or next row.
If the focus is on the geographic map component, the arrow key navigation pans
up or down by a small increment.
If the focus is on the node component of Hierarchy viewer, press Ctrl+Arrow keys
to move the focus up or down without selecting the component.
If you are using arrow keys to navigate cells of an editable pivot table, each focused
cell is activated for editing before allowing you to navigate to the next cell, making
the navigation slower. Press the Esc key to deactivate the edit mode of the focused
cell, and navigate faster. To edit a cell, press the F2 or Enter key.
If the focus is on the pivot table data cell, press Ctrl+Arrow Up to jump to the
corresponding column header cell.
Page Up
+
Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies
If the focus is on the geographic map component, the page key navigation pans
up or down by a large increment.
Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies
Increase zoom level.
If the focus is on the diagram of Hierarchy viewer, press and hold to Page Up or
Page Down keys to pan up or down continuously. Press Ctrl+Page Up or Ctrl+Page
Down to pan left or right continuously.
If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5
to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available
space.
Accessibility Guide
29
Shortcut
Key
Components
Action
-
Hierarchy Viewer - nodes in Planning
promotional path user interface in
Planning planning unit hierarchies
Decrease zoom level.
All Gantt chart types
Launch context menu.
Ctrl+Alt+M
If the focus is on the diagram of Hierarchy viewer, press number keys 1 through 5
to zoom from 10% through 100%. Press 0 to zoom the diagram to fit within available
space.
Planning form grid
Ctrl+Alt+0
Hierarchy Viewer - diagrams
Center the active node and zoom the diagram to 100%.
Planning form grid
Tab
Hierarchy Viewer - nodes
Move focus through elements.
Esc
Hierarchy Viewer - nodes
Return focus to the containing node.
If the focus is on search panel, close the panel.
Close the Detail window, if it appears while hovering over a node.
Spacebar
Hierarchy Viewer - nodes
Planning form grid
Enter
Hierarchy Viewer - nodes
Select the active node. Press Ctrl+Spacebar to toggle selection of the active node,
and for selecting multiple nodes.
Isolate and select active node. Press Shift+Enter to toggle the state of the node.
Oracle Hyperion Planning form grid
/
Hierarchy Viewer - nodes
Table 49
Toggle control panel state.
Alternate Components for Data Visualization Components in Screen Reader Mode
Data Visualization
Component
Replacement
Chart region for each
Gantt type
Hyperlinks
Hierarchy Viewer
Tree Table
Use the Tab key to move focus within the chart region. Use Enter or Esc keys to launch or dismiss the corresponding
Properties dialog box.
Use standard keyboard shortcuts to navigate through the data
Menus
Main Menu
Use these keyboard equivalents to open the menus that are available from the menu bar.
Keys
Action
Alt+F
Opens the File menu
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Accessibility Guide
Keys
Action
Alt+E
Opens the Edit menu
Alt+V
Opens the View menu
Alt+A
Opens the Administration menu
Alt+T
Opens the Tools menu
Alt+H
Opens the Help menu
File Menu
These keyboard equivalents are used in the File menu.
Keys
Action
N, F
Selects New, the selects Data Form
N, R
Selects New, then selects Report
N, T
Selects New, then selects Task List
N, E
Selects New, then selects Variable
N, L
Selects New, then selects Smart List
N, M
Selects New, then selects Menu
O
Selects Open
O, U
Selects Open, then selects URL
O, P
Selects Open, then selects Application
V
Selects Open in Smart View
C
Selects Close
C, C
Selects Close, then selects Current
C, A
Selects Close, then selects All
C, O
Selects Close, then selects Others
F
Selects Preferences
G
Selects Logout
X
Selects Exit
Edit Menu
These keyboard equivalents are used in the Edit menu.
Accessibility Guide
31
Keys
Action
J
Selects Adjust
G
Selects Grid Spread
L
Selects Mass Allocate
O
Selects Comment
K
Selects Lock/Unlock Cells
U
Selects Supporting Detail
E
Selects Add/Edit Document
T
Selects Annotate Planning Unit
D
Selects Drill Through
View Menu
These keyboard equivalents are used in the View menu in Basic mode.
Keys
Action
T, T
Selects Task List, then selects Task List
T, R
Selects Task List, then selects Report
T, S
Selects Task List, then selects Status
A
Selects Edit Account Annotations
C
Selects/toggle Show Dimension Label on Page
I
Selects Instructions
C
Selects Currency
H
Selects Refresh
Ctrl+Alt+0 (zero)
Selects View Masthead
Ctrl+Alt+1
Selects View Pane
Tools Menu
These keyboard equivalents are used in the Tools menu.
Keys
Action
L
Selects Manage Approvals
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Accessibility Guide
Keys
Action
V
Selects Copy Version
R
Selects Business Rules
S
Selects Job Console
O
Selects Custom Links
E
Selects Export as Spreadsheet
A, C
Selects Ad Hoc, then selects New Ad Hoc Grid
A, A
Selects Ad Hoc, then selects Analyze
A, S
Selects Ad Hoc, then selects Save Ad Hoc Grid
A, O
Selects Ad Hoc, then selects Ad Hoc Options
A, Z, N
Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Next Level
A, Z, V
Selects Ad Hoc, then selects Zoom In, and then selects Zoom in All Levels
A, Z, B
Selects Ad Hoc, then selects Zoom In, and then selects Zoom in Bottom Level
A, M
Selects Ad Hoc, then selects Zoom Out
A, R
Selects Ad Hoc, then selects Remove Only
A, K
Selects Ad Hoc, then selects Keep Only
D
Copy decision package
Administration Menu
These keyboard equivalents are used in the Administration menu.
Keys
Action
M, F
Selects Manage, then selects Data Forms and Ad Hoc Grids
M, M
Selects Manage, then selects Menus
M, T
Selects Manage, then selects Task Lists
M, L
Selects Manage, then selects Smart Lists
M, E
Selects Manage, then selects Variable
M, B
Selects Manage, then selects Business Rule Security
M, C
Selects Manage, then selects Clear Cell Details
M, Y
Selects Manage, then selects Copy Data
Accessibility Guide
33
Keys
Action
M, D
Selects Manage, then selects Dimensions
M, A
Selects Manage, then selects Alias Tables
M, V
Selects Manage, then selects Currency Conversions
M, X
Selects Manage, then selects Exchange Rates
M, S
Selects Manage, then selects Security Filters
M, G, A
Selects Manage, then Decision Package, then selects Decision Package Attributes
M, G, T
Selects Manage, then Decision Package, then selects Decision Package Types
A, M
Selects Application, then selects Broadcast Messages
A, P
Selects Application, then selects Properties
A, R
Selects Application, then selects Reports
A, T
Selects Application, then selects Statistics
A, S
Selects Application, then selects Settings
A, E
Selects Application, then selects Create
A, D
Selects Application, then selects Delete
A, G
Selects Application, then selects Register
A, C
Selects Application, then selects Create Database
A, B
Selects Application, then selects Refresh Database
P, P
Selects Approvals, then selects Planning Unit Hierarchy
P, A
Selects Approvals, then selects Scenario and Version Assignment
P, I
Selects Approvals, then selects File Based Import/Export
R
Selects Map Reporting Application
D, C
Selects Data Source, then selects Create
D, E
Selects Data Source, then selects Edit
D, D
Selects Data Source, then selects Delete
L
Selects Data Load Settings
O
Outline Load
O,I
Import from file
O,E
Export metadata to file
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Accessibility Guide
Keys
Action
O,D
Export data to file
Help Menu
These keyboard equivalents are used in the Help menu.
Keys
Action
T
Selects Help on this Topic
C
Selects Contents
L
Selects Contents Capital Asset Planning
W
Selects Contents Workforce Planning
P
Selects Contents Public Sector Planning and Budgeting
F
Selects Contents Project Financial Planning
S
Selects Technical Support
E
Selects EPM Documentation
A
Selects About Oracle Enterprise Performance Management System Workspace, Fusion Edition
Tool Bar
These keyboard equivalents are used in the tool bar.
Keys
Action
Ctrl +S
Save
Ctrl + H
Refresh the Grid
Ctrl + P
Print
Ctrl + J
Adjust Data function on Grid
Ctrl + K
Lock/unlock cells on the Grid
Ctrl + Alt + G
Grid Spread
Ctrl + M
Mass Allocate
Ctrl + C
Copy
Ctrl + V
Paste
Ctrl + X
Cut
Accessibility Guide
35
Keys
Action
Ctrl + Alt + T
Comments on Grid
Ctrl + E
Document Attachment
Ctrl + U
Supporting Details
Ctrl + I
Instructions
Ctrl + ALT + V
Open in Smart view
Ctrl + Alt + N
New Ad Hoc grid
Ctrl + Alt + A
Analyze
Ctrl + Alt + S
Save Ad Hoc Grid
Ctrl + Alt + O
Ad Hoc Options
Ctrl + Alt + E
Zoom In Next Level
Ctrl + Alt + F
Zoom in All Levels
Ctrl + Alt + B
Zoom in Bottom Level
Ctrl + Alt + Y
Zoom out
Ctrl + Alt + E
Pie Chart View in Task List Status
Ctrl + Alt + G
Gantt Chart View in Task List Status
Alt + R
Previous Incomplete (In Task List Wizard)
Alt + E
Next Incomplete (In Task List Wizard)
Alt + P
Previous task (In Task List Wizard)
Alt + N
Next Task (In Task List Wizard)
Alt + H
Task List Status Home Page
Ctrl + Alt + C
Focus on Completed Checkbox (If enabled) in Task list Wizard