Perform Basic Actions on the iPad

When you access CFO Dashboards on the Apple® iPad®, the appearance is much the same as on a laptop or desktop computer. However, primarily because of the absence of a mouse, how you interact with the dashboards on an iPad differs from how you interact with them on a laptop or desktop computer.

General Interaction

Most interaction with applications on a laptop or desktop computer involve basic mouse actions for which there are iPad equivalents:

Laptop or Desktop Computer Action	iPad Action
Click or double-click to select something (list item, tab, and so on) or initiate an action.	Tap
Scroll a list or window	Swipe
Scroll a list or window	Swipe

For other actions, such as the right-click with the mouse, the iPad has no corresponding gesture. In most cases, however, alternatives to direct gestures exist for carrying out actions.

Interacting with Dashboards on an iPad

The following table describes how to carry out specific interactions with the dashboardss on an iPad:

Action	On the iPad
Go from one dashboard to another.	Tap the tab.
Follow a link.	Tap the link.
Select a toolbar icon.	Tap the icon.
Select a single item in a list.	Tap the item.
Select multiple items in a list.	Tap-and-hold (press your finger) on the list until this toolbar displays: Then tap each item, and tap the check mark when you are done to confirm your selections. For lists with check boxes next to each item, you can just tap each one. Tap-and-hold is not necessary.
Use the Cycle icon () for a list, chart, or table.	Tap one or more times until the list from which you want to select filter values is displayed.
Clear multiple selections in a list.	Tap-and-hold (press your finger) on the list until this toolbar displays: Tab the eraser icon to clear the selections. You can then make new selections and tap the check mark, or tap the red X to close the icon bar.
Scroll a list.	Swipe up or down.
Search a filter list.	Tap , tap in the field that displays above the list, and use the iPad keypad to enter the search string. Pinching out to expand the search field makes it easier to work in the that field.
Clear all filter selections other than defaults.	Tap Clear on the toolbar.
Return to previous set of filter options.	Tap on the analytics toolbar one or more times. If you use to go to an earlier view, you can tap to return to a more recent view.
Clear individual selections in a list.	If only one is selected, tap it. If more than one is selected and you do not want to clear all of them, tap-and-hold (press your finger) on the list until this toolbar displays: Then tap each item you want to clear, and tap the check mark when done to confirm that you want to clear the items. For lists with check boxes next to each item, you can just tap each one you want to clear. Tap-and-hold is not necessary.
Add a bookmark.	Tap on the toolbar. In the Add Bookmark dialog box, tap fields and use keypad to make entries. Tap check boxes to select. Tap OK.
Display a bookmarked view.	Tap and tap the bookmark on the drop-down list.
Remove a bookmark.	Tap on the toolbar, tap the Bookmark Name field, tap the bookmark on the drop-down list, tap Remove.
Maximize a table or chart.	Tap . If the table or chart is grouped in a container object with one or more other tables or charts, maximize the whole container object. You can also pinch out to expand a table or chart by expanding the entire display.
Restore a maximized table or chart to its original size.	Tap . If you expanded by pinching out, pinch in.
Use Fast Change to change chart or table format.	Tap in the title bar of the chart or table.
Sort a non-pivot table by values in a column.	Press, hold, and release the column label.
Change the sort order for a non-pivot table from ascending to descending, or the reverse.	Press, hold, and release the label for the current sort column.
Expand and collapse data in a pivot table.	Tap and .
Send a chart or table to Microsoft Excel®.	Tap in the upper-right corner of the chart or table. The resulting .XLS file displays on a new Safari tab. If you need to edit the file in Excel, tap on the Safari toolbar and email the tab contents to an email account that you can access from a computer on which Excel is installed.
Email a link to the currently displayed analytics data.	Tap More on the toolbar, tap Mail with Bookmark as a Link, and complete and send the email message containing the link.
Display all notes attached to the analytics. (This option is only available if your firm enables the Notes feature.)	Tap on the toolbar.
Attach a note to the analytics. (This option is only available if your firm enables the Notes feature.)	Because there is no equivalent to the right-click on an iPad, you cannot display the shortcut menus for charts or tables, or lists. As a result, you cannot attach notes directly to those objects.
Share your session with others. (This option is only available if your firm enables the Session Collaboration feature.)	Tap on the toolbar, and invite those with whom you want to share your session.