Common behaviours of the Excel interface
How to access the windows¶
In the Excel add-in, you can run the same action through different paths or with different modes. Some actions are listed below.
| Action | Paths |
|---|---|
| Open a form in design mode | - (Left-hand panel, Design tab) Double click the desired form. - (Left-hand panel, Design tab) Select form > |
| Open a form in the navigation or data entry mode | - (Left-hand panel, Navigation/Data Entry tab) Double click the desired form. - (Left-hand panel, Navigation/Data Entry tab) Select form > |
| With a form already open in design mode ( Design) | |
| Create a matrix | - Matrix - (Work desktop) Right click an empty cell > Tagetik > New matrix - Open items > (Left-hand panel, Open items tab) Right click a sheet > Matrices > New matrix |
| Open a matrix | - (Work desktop) Double click a cell of the matrix - (Work desktop) Right click the cell of the matrix > Tagetik > Modify matrix - Open items > (Left-hand panel, Open items tab) Double click the matrix - Open items > (Left-hand panel, Open items tab) Right click a matrix > Matrices > Modify matrix |
| In the Matrix Wizard | |
| Add row/column/matrix filters | - (Dimensions tree) Select elements > Click next to the local filters tree - (Dimensions tree) Select elements and drag them to the local filters tree |
| Add headers | - (List functions of predefined rows or columns) Select headers > Click - (List functions of predefined rows or columns) Select headers > drag chosen headers to the area of pre-defined headers |