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Excel > CCH Tagetik >
Navigation > select form > set run parameters
Introduction¶
The navigation toolbar is shown when a report is run in navigation mode.
Buttons on the Navigation toolbar
| Element | Description |
|---|---|
| Tools | |
| > | Refresh: runs the report again, potentially updating the data extracted from the database. Note: this refresh operation could delete any edits to the run report made locally, especially if the report contains a dynamic matrix. To create areas that will not be updated, assign a name starting with “TGKNOTREFRESH” with the Excel AREAS function. The edits remain in place locally and are not visible to other users who are not in possession of that particular file. |
| > | Only available for Report lists. Runs and updates the data for some of the Report list’s form only. |
| > | Refresh comments: updates the comments linked to the report cells. See Cell edit - comments window. |
| Exports the report in a non-navigable Excel file, i.e. typical navigation functions (drill down, view cell properties, refresh, etc.) are not available. To create a navigable Excel file, use the standard Save as function. | |
| > | Show: shows cells containing hidden comments, or comments associated with the lowest level elements if the selected filter is the node of an aggregation structure. In this case, only the row related to the node is displayed in the report. |
| > | Details: displays the comment in a dedicated window. |
| > | Hide: hides the displayed comments. |
| Warning: Shows any non-blocking warnings found at runtime. Only visible if there are warnings to be shown. | |
| Hide rows/columns if 0: shows/hides any rows or columns given the property “Hide” in the design phase. | |
| Shows/hides any formula defined in the selected cell. | |
| Only available for Report lists. Sets, or allows you to change, the security password for the current Report list. | |
| Runs an Excel file containing data on the form’s performance. See Reporting statistics. | |
| Show | |
| Cell properties: in the left-hand panel, opens the Cell properties tab, showing information on the cell and filters. | |
| Predefined filters: in the left-hand panel, opens the Filters tab which shows the filters applied to the form parameters and allows the user to edit them. | |
| > | Cell: runs the drill-down on the selected cell. See The drill down function. |
| > | Column: runs the drill-down on the selected column. See The drill down function. |
| > | Row: runs the drill-down on the selected row. See The drill down function. |
| Shows the value of the cell with the level of detail with which it had been inserted in CCH Tagetik from the original external data source. See Drill-through queries. | |
| Data Processing: runs the data processing associated with the form. See Data processing run from reporting. | |
| Pivot table: shows the contents of the selected matrix as a pivot table. See Pivot tables. | |
| Edit | |
| Generates a report in Excel format listing all the intercompany entries declared on the accounts present in the report. See Cell edit - intercompany window. |