Features

The following custom menu functions are available:

HIGHLIGHT

Use this function to allow users to display a workbook in the right pane of the custom menu. You can allow the entire workbook to be displayed, or a region of the workbook. You can also shrink the page to fit within the designated area. The designated area is delineated by the first HIGHLIGHT cell and the last HIGHLIGHT cell. You can assign multiple items to HIGHLIGHT, but only one may be designated as the DEFAULT item, which displays when the custom menu is opened.

Syntax: HIGHLIGHT(WorkbookName, WorksheetName, Region[(shrink)], DEFAULT)

Example

The custom menu displays a section link called Main Report. When you select the range i39:ae90 from the Overview worksheet in the Template1.xlt workbook is displayed in the highlight area. The view is shrunk to fit the display area. In addition, since the P4 parameter is assigned DEFAULT, this report is displayed by default in the highlight area when the custom menu is opened. One HIGHLIGHT function can be assigned DEFAULT per group worksheet.

OPENLOCALFILE

Use this function to allow users to open a workbook that is saved on a local file system. This is typically a local version of a workbook in the Wizard directory. Use the OPENFILE function to open a file saved on a Planning and Consolidation server. If a relative path is defined, the path defaults to the BPC /appset/app/eExcel.

Example

The custom menu displays an item link called Analysis. When you select it, the A01Entity.xlt workbook opens in Excel.

OPENFILE

Syntax: OPENLOCALFILE(WorkbookName),OPENFILE(WorkbookName)

OPENWEBFILE

Use this function to allow users to open a workbook saved in a Planning and Consolidation Web folder.

Example

Syntax: OPENWEBFILE (WorkbookName)

The custom menu displays a link called Web File. When you select it, the A01Entity.xlt workbook opens in Excel.

OPENLOCALFOLDER

Use this function to allow users to open the Open dialog box, from which they can select a file from a local directory.

Syntax: OPENLOCALFOLDER(LocalFolder)

Example

The custom menu displays a link called See Reports. When you select it, the Open dialog box opens to the eExcel\Reports folder.

OPENWEBFOLDER

Use this function to allow users to open the Open dialog box, from which they can select a file from the Webfolder directory.

Syntax: OPENWEBFOLDER(WebfolderURL)

Example

The custom menu displays a link called See Reports. When you select it, the Open dialog box opens to the eExcel\Reports folder

MEMBERLOOKUP

Use this function to allow users to open the Member Lookup dialog box for the corresponding dimension name. After the user selects a member, the system changes the current view of the report displayed in the Highlight area.

Syntax: MEMBERLOOKUP(DimensionName)

Example

The custom menu displays a link called Change Entity Member. When clicked, the Member Lookup dialog box is displayed for the Entity dimension. After the user selects a member, the highlight report is redisplayed showing the updated current view.

OPENMYEVEREST

Use this function to allow users to open Interface for the Web. If no URL is specified, the default Interface for the Web page opens.

Syntax: OPENMYEVEREST(BPC Web URL)

Example

The custom menu displays a link called 'osoftWeb.' When clicked, the BPC Web home page opens in a Web browser.

OPENURL

Use this function to allow users to open a specified web page.

Syntax: OPENURL(URL)

Example

The custom menu displays a link called Google. When clicked, the Google page opens in a Web browser.

NAVIGATION

Use this function to allow users to perform a specified action. You can define the following actions: Change Process (open the action pane), Home, Back, Forward, and Exit (exits Interface for Excel).

Syntax: NAVIGATION(NavType)

Example

The custom menu displays five links (Shut Down, Home, Back, Forward, and Back to Process Selector). When clicked, the designated action occurs.

CHANGEGROUP

This function allows users to switch to other group custom menus without having to log out and log back in. The specified group sheet name must be contained in the same workbook.

Syntax: CHANGEGROUP(GroupName)

Example

The custom menu displays a link under the Interface for the Web link called 'Change Group.

PUBLISHBOOK

This function allows users to run the book publication wizard while automatically passing in parameters. The following table describes the parameters to define.

Syntax: PUBLISHBOOK(FileType, (Company), BookName, SectionNames)

Example