| Field | Description |
|---|
| Properties
|
Display the properties of the object.
|
| Notes > Add a New Note
|
Attach a note to the chart, table, or list. (This option is only available if your firm enables the Notes feature.)
|
| Notes > View Attached Notes
|
View the notes attached to the chart, table, or list. This option is not available if no notes are attached to the object or if your firm has not enabled the Notes feature.
|
| Expand All
|
Expand all collapsed cells in a pivot table column. To use this option, you must right-click in the column you want to expand.
|
| Collapse All
|
Collapse all expanded cells in a pivot table. To use this option, you must right-click in the column you want to collapse.
|
| Collapse Dimension Rows
|
Collapse all rows in a pivot table.
|
| Collapse Dimension Columns
|
Collapse all expanded columns in a pivot table.
|
| Cycle
|
This option is only available if there are multiple versions of the filter list. Select this option one or more times to cycle through the available versions until the one you want is displayed.
|
You can also cycle through the versions by clicking
 in the upper-right corner of the filter list.
|
| Search
|
Search the filter list for specific values.
|
| Fuzzy Search
|
Search the filter list in "fuzzy" mode. The search returns values that are sorted based on their resemblance to the search string you enter.
|
| Select Possible
|
Select all of the values in a filter list that are not excluded by the current selections.
|
| Select Excluded
|
Select all of the values in a filter list that are excluded by the current selections.
|
| Select All
|
Select all of the values in a filter list.
|
| Clear All Selections
|
Clear the filter selections made directly on the chart or table. It does not change filter selections made on other charts or tables or those made in a filter list.
|
|
Note that this option only applies to filters. It does not change cycle icon () selections.
|
| Clear
|
Clear the selections for one filter list. You can also clear fiscal year, quarter, or period selections using this method.
|
|
Note that this option only applies to filters. It does not change cycle icon () selections.
|
| Clear Other Fields
|
Clear the selections for all filter lists except one.
|
| This clears selections in all filter option lists, attribute lists, and the analysis period except the filter list from which you selected the action.
|
|
Note that this option only applies to filters. It does not change cycle icon () selections.
|
| Copy
|
Copy an analytic object.
|
| To place the copy, go to the tab to which you want to add it, right-click the tab, and click the
Paste Sheet Object option.
|
| Print
|
Print the chart, table, filter list, or other tab object. When the chart, table, or filter list displays in a browser window, use the printing functions of the browser to print it.
|
| You can also use this option to email a copy of the chart, table, or filter list. When the chart or table displays in a browser window, click
Page on the toolbar, and click either
Send page by email or
Send link by email.
|
| Send to Excel
|
Send the data from a chart, table, or filter list to Microsoft Excel.
|
| Export
|
Export the data from a chart or table to Comma Separated Values (CSV) format.
|
| Fast Change
|
If the Fast Change icon ( ) appears in the upper-right corner of a chart or table, click this option and click the Fast Change version you want on the submenu.
|
| Maximize
|
Display the chart or table at its maximum size so you can read it more easily.
|
| Restore
|
Restore a maximized or minimized chart or table to its standard display size and location on the tab.
|
) in the upper-right corner that you can click to display the shortcut menu.