Context Menu
The Aimplan Planning & Reporting Visual offers a range of functionality that can be accessed through in-cell commands or the context menu (also known as right-click). This guide provides an overview of each option available in the context menu.
Description: Copies the content(s) of the selected cell(s).
Description: Copies the content(s) of the selected cells(s) along with their column header, excluding any header groups.
Description: Copies the content(s) of the selected cells(s) along with their column header, including any header groups.
Description: Pastes data into the selected cell(s). Note that headers should not be included when pasting.
Description: Exports the contents of the visual to Excel.
Description: Shows the underlying data of a cell.
Shows underlying data of a cell.
Note: Additional configuration is required for this feature. Please refer to the documentation at Show Underlying Data to End Users
Description: Opens the comment dialogue for the current cell. Users can add, edit, or remove comments.
Note: Additional configuration is required for this feature. Please refer to the documentation at Cell Comments.
Description: Expands a sub-menu of predefined values that can be used for re-distributing values from the selected cell.
Note: Additional configuration is required for this feature. Please refer to the documentation at Allocate Based on Other Value
Description: Expands a sub-menu of predefined values that can be selected to populate values for the current cell and its children (if any).
Note: Additional configuration is required for this feature. Please refer to the documentation at Enable suggestions from another value