Tabs

Tabs in CDM are designed to be task-oriented. They organize commands on the ribbon around the core scenarios and tasks that you perform with the application.

The Data tab is displayed only when an Excel object is selected.

Important: Access to particular tabs, reports, and report objects depends on permissions granted by the administrator.

File Tab

The File tab in CDM presents a backstage view of your active project elements. You can use the File tab to manage the entire project environment.

These options are available:

Recent
Displays a list of reports and report objects you have used recently. Click an item for a preview of that report object, selected properties, and a button to open the item.
Open
Displays the project, report, dashboard, and extension taxonomy groups that you have access to view or edit.
Administration
Displays groups of administrative commands.
Gallery
Displays items that have been built as solutions that can be used with CDM. The items are fed from a public online RSS feed. If an Internet connection exists, new updates are detected (new items or new versions of existing items) and a message is shown at the bottom of the Gallery pane indicating that a refresh is needed for latest updates. Click the link on the message to refresh the Gallery pane. Select an item in the Gallery pane and a preview of the item is displayed in the Preview pane. You can click Open to display a window with information about the item and actions you can perform (for example, clicking on a URL to go to an external website for more information).
Help
Displays links to several methods of user assistance.
Options
Click to open a window where you can configure specific settings for using CDM.
Log Out
Click to log the current user out of CDM and return to the login window.
Exit
Click to close CDM.

Home Tab

You can use the Home tab in CDM to access tools to use with project, report, dashboards, and report administration tools.

Each command group contains a series of commands that you can use to perform tasks related to that group, such as the Open command in the Dashboard group.

Home Tab for Reports

When a report is open, the Home tab contains commands for working with reports.

Table 1: Commands for Reports in the Home Tab

Command	Description
Paste	Used to paste an item from the clipboard to the current report.
Cut, Copy, Delete	Used to remove the selected item from the current report. Cut and copied items can be pasted in other locations in the current report.
Refresh Report	Used to refresh or reload the data in the report. Reference variables, Excel data sources and reference objects are updated. Quick Refresh Report reloads data from the local cache while Full Refresh Report fetches data from external data sources.
Add	Used to add a new or shared object to the report. When a report is opened by filtering one or more custom groups, new report objects that are added are automatically assigned to the custom group or groups.
Import	Used to add an existing Word, Excel, PowerPoint, or PDF file to the report as a report object. When a report is opened by filtering one or more custom groups, report objects that are created from imported files are automatically assigned to the custom group or groups.
Validate	Used to validate the data in the current object.
Generate	Used to output the entire report or selected report objects.
Show Properties	Used to open the Properties and Comments window to view or modify report object properties.
Manage Workflow	Used to display the report workflow.
Reference Variables	Used to view the object variables that are used in the report.
Progress Report	Used to view a detailed status of report objects in the report.
Report Audit Trail	Used to view a detailed analysis of all changes that were submitted to the CDM databases.
Orphan Variables	Used to view variables that do not contain an accompanying source declaration.
User Workflow Assignment	Used to view workflow assignments for reports, blanks sections, and report objects.
View Snapshots	Used to view a snapshot of the report content.
Custom Groups	Used to associate one or more report objects with a custom group.
Report Query Variables	Used to manage report query variables.
Lock Report or Report Object	Used to prevent the content in a report from automatically updating when the data is refreshed.
Manage Variable Security	Used to manage variable security by restricting the use of a one or more report variables.

Home Tab for Administration

The following commands are available in the Home tab when the Administration tools are active.

Table 2: Commands for Administration Objects in the Home Tab

Command	Description
Refresh	Used to refresh the information in the Administration tab.
Save	Used to save changes to the current item.
Add	Used to create an instance of the selected item.
Edit	Used to edit the selected item.
Delete	Used to delete the selected item.
Import	Used to import data such as reports, users, or desktop publishing styles into CDM.
Export	Used to export data such as reports from CDM.
View By	Used to arrange the Report Permissions tab when assigning permissions by different views: Permissions, Users and Groups, and Reports.
Rollforward	Used to create a complete copy of a report.
Cascade	Used to create a complete copy of a report, where shared objects are converted to reference objects.
Change References	Used to change the report where source objects are located.
Manage Workflow	Used to display and edit the report workflow.
Workflow Template	Used to view, create, and edit templates for the workflow.
Default Template	Used to set the selected workflow template as the default to be applied to new reports and, subsequently, new sections and report objects.
Change Password	Used to change the password of a selected user.
Force Checkin	Used to force a check-in of report objects that are checked out.

Report Object Tab

When you open a report in CDM and double-click a report object to open it, the Report Object tab displays on the ribbon.

The Report Object tab contains a specific ribbon for Excel, Word, PowerPoint, PDF, and Web objects. The commands that are available depend on the report object that is active.

Table 3: Commands in the Report Object Tab

Command	Report Object Type	Description
Refresh	Excel	Used to refresh or reload data in the report object. Reference variables, Excel data sources and reference objects are updated. Quick Refresh reloads data from the local cache while Full Refresh fetches data from external data sources.
Check Out	All	Used to check out a selected report object for editing. When a report object is checked out it is locked and can be edited only by the user who checked out the report object.
Check In	All	Used to check in a report object that is checked out, making the report object available for other users to edit.
Save	All	Used to save changes made to the report object.
Generate	Excel and Word	Used to generate the entire report or selected report object.
Show Properties	All	Used to open the Properties and Comments window to view or modify report object properties.
Manage Report Object Workflow	All	Used to display and edit the report object workflow.
Insert Variable	Excel, Word, and PowerPoint	Used to insert a reference variable in the report object.
Import Object	Excel, Word, and PowerPoint	Used to import a report object into the current report object.
Export Object	Excel, Word, PowerPoint, and PDF	Used to export the report object.
Lock	All	Used to prevent content in the report object from automatically updating when the data source, reference variable, or reference object is updated.
Manage Attachments	All	Used to add, modify, and delete attachments for the report object.
Manage Checklist	All	Used to attach an existing checklist to the report object.
Pushdown	All	Used to allow the user to push down one or more newly created report objects from a master report to all cascaded reports.
Object Audit Trail	All	Used to display the report object audit trail.
Validate	All	Used to validate selected objects for conversion to EDGAR HTML. The selected objects are scanned for validation warnings.
Preview	All	Used to preview how the current object looks when converted to EDGAR HTML.
Show Tags	All	Used to view the list of desktop publishing tags that are available in the report object.
Add Tag	Excel	Used to add a desktop publishing tag to the Excel object.
Delete All Tags	Excel	Used to delete all desktop publishing tags from the Excel object.
Hightlight Tags	Excel	Used to view the desktop publishing tags that exist in the Excel object.
Go to Previous Tag	Excel	Used to move from a desktop publishing tag to the previous one in the Excel object.
Go to Next Tag	Excel	Used to move from a desktop publishing tag to the next one in the Excel object.
Add-Ins Mode	Excel objects when performing XBRL tagging	Used to enable the use of Excel add-ins, for example, HFM Smart View.
Toggle Tagging	Excel and Word objects when performing XBRL tagging	Used to toggle on tagging mode for the report object. Each time you open a report, tagging mode is disabled for all the report objects by default. When tagging mode is not toggled on, you can only modify the report object but will not be able to add tags; however, you can edit and delete existent tags in the report object from the Tag Inspector. If you delete any tagged text in non-tagging mode, CDM will update the bookmarks with correct information.

Data Tab

When you open an Excel object in a report in CDM, the Data tab becomes available on the ribbon.

Table 4: Commands in the Data Tab for an Excel Object

Command	Description
Insert Data	Used to insert previously defined queries into an Excel object.
Manage Data Queries	Used to view, edit, or delete all data queries inserted in an Excel object.
Report Object-Level Variables	Used to override report-level query variables at the object level, so that you can customize the value for a particular Excel object.
Manage HFM/EPM Servers	Used to associate HFM (Hyperion Financial Management)/Oracle EPM connections with the selected Excel object.
HFM Connection	Used to connect to an HFM data source.
Add-Ins Mode	Used to enable the use of Excel add-ins, for example, HFM Smart View.
Protect	Used to protect the data in an Excel cell from being modified, if that cell contains write-back data. This command is active only when a worksheet contains data queries.
Unprotect	Used to allow the data in an Excel cell to be modified, if that cell contains write-back data. This command is active when a worksheet contains data queries.