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Function documentationCustom Menu Content Locate this document in the navigation structure

 

Custom menu content includes the current view and the menu items displayed on the custom menu.

Features

You define custom menu content by modifying two sections in the custom menu template on the EvDefault tab: the Default section and the Menu Items section.

Default section

You define default parameters in the Default section as outlined below:

Variable

Options & Description

NORMALSCREEN

True - Opens the custom menu in a standard Excel interface.

False (default) - Opens the custom menu in a window with only the standard Excel, Interface for Excel, and Custom Selector toolbar.

HIDEEVTOOLBARS

True (default) - Hides the Planning and Consolidation toolbars.

False - Displays the Planning and Consolidation toolbars.

CVLIST

In the CVLIST section, you define which dimensions are displayed on the top of the custom menu page. You can change these dimensions in the report that is highlighted in the custom menu. The format for the current view definition is dimension, dimension, where dimension is an application dimension. For example, you can enter Entity,Category,Time in the cell. The members displayed next to the dimensions are defined in the Custom Menu definition file, process.xls.

Note Note

The default current view setting can be modified by the CVOverride parameter for each menu item, as described below.

End of the note.

Menu Items section

The menu item section defines the menu items that are displayed on the left side of the custom menu page. The menu item section has the header MenuItem. The menu item section allows you to define the following information:

Variable

Description

MenuItem

The description is the text that the user can select to use the menu item. Enter the description in the MenuItem column.

Level

You can select from Section, Item, or Subitem. The format for each of these levels corresponds to the format defined in the EV_MENUSTYLE sheet.

Action

You can use any of the following actions:

  • HIGHLIGHT

    Sets the report specified in the parameters as the default report displayed in the right pane of the custom menu. Highlight is a specific custom menu function. You must define the report name, the worksheet to display, the region to display, whether to shrink to fit, and which highlight report is the default report that displays when the custom menu is opened. These items correspond to parameters P1, P2, P3, and P4.

  • A custom menu function

    You can use these functions to perform several standard Excel tasks. For example, you can use HIGHLIGHT, OpenWeb, CHANGEGROUP, and, OPENLOCALFILE.

    • Open workbooks or folders

    • Help the user navigate

    • Open web sites

    • Open Business Interface for the Web pages

    • Create a book

  • A menu command

Parameters

You need to define parameters only for custom menu functions.

CVOverride

Use this column to change current view dimensions when you switch between applications. For example, you enter the following string, where finance and finSave are applications:

finance]category=budget;entity=saleskorea;time=2008.Jan|finance2]category=actual;time=2009.total

Use a pipe (|) to delimit each application and use a comma (,) to delimit each dimension; To use this functionality, the custom menu must be set up to look at two different applications.

NormalScreen

By default, custom menus are shown in Full Screen mode. You can set the custom menu to open in normal screen mode by setting this option to True. (Default is False.)

NormalScreen affects only the following custom menu functions: OPENLOCALFILE, OPENWEBFILE, OPENLOCALFOLDER, and OPENWEBFOLDER. This option has no effect on other custom menu functions, which all use Full Screen mode.

Activities

To define custom menu content, take the following steps:

  • If you are modifying custom menus for users, select the EV_DEFAULT tab. If you are modifying the custom menu for administrators, select the AdminGroup tab.

  • Under the Default heading, specify the desired options. In the rows under the MenuItem heading of the template, enter the menu items that you want to display on the custom menu.

  • Select   eTools   Custom Menu Manager   Save Custom Menu  .