Period Tree Navigation

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Last update: 08/2012

The element that is activated in the period tree is always displayed in the workspace of the active document.

Activating elements with a click[edit]

One way to activate a different element in the period tree is to click on it with the left mouse button. When you click on the element you would like to display in the active workbook, professional planner switches to the desired level.

You can also define that the document is to be switched to the new period element with a double-click. Up to Professional Planner 2011, this setting can be found under Tools - Options - General - Navigational tree double click. Starting with professional planner 8, this setting can be found in the program options, which can be opened via the File tab.

Drag & drop[edit]

Drag & drop means clicking on an element, dragging it to a different location and then dropping it by releasing the mouse button. Via drag and drop you can navigate within the period elements. Select a period level in the period tree and hold down the left mouse button while dragging the element over the workspace. The cursor turns into a period symbol. Then release the mouse button.

Selection using the control bar[edit]

Up to Professional Planner 2011, you can switch the active periods in the active document via the Period selection drop-down box in the Control bar. To use this bar, enable it in the menu View - Toolbars - Control.

Starting with version professional planner 8, the drop-down boxes for dataset, structure and period can be found in the Start tab.

Drill-down and rotating[edit]

Drill-down means expanding (displaying) the structural elements; drill-up means collapsing (hiding) them. Via Rotate, the dimension of the drill-down axis switches between the period and the organizational structure.

The detail elements of the period axis are months, quarters and years. To drill, place the cursor in the position of the object you would like to zoom in on and then select the desired command. The selected command alternately causes a drill-down or a drill-up of the respective axis or position. There are four different drill commands according to the level to be drilled:

Drill next level: Expands and collapses the level following the cursor position of the respective axis (e.g. when drilling a year, the quarters are displayed).

Drill all levels: This command drills all levels below the starting point.

Drill same level: Drills elements of the same level. This command applies to all elements of the same level that follow the element selected with the cursor. This function is particularly important if you would like to display several years under consideration.

Drill original level: This command opens all period and structural elements on the lowest level (by default: months).