After creating custom menus in BPC for Excel, you can define security for them and add them to the custom menu list in the BPC for Excel action pane. Once they are added to the list, they are available to the appropriate users for selection in the action pane upon opening BPC for Excel.
There are two types of custom menus: a default custom menu and a team custom menu. Users will see one type or the other, depending on their team affiliation and the custom menu setup. The default custom menu is defined on the EV_DEFAULT tab on the custom menu workbook. If users are not part of a team, they will only be able to access the default custom menu.
You can define one or more team custom menus that are appropriate to specific BPC teams. Users assigned to a team will see those custom menus, and not the default custom menu.
The following rules apply when the system determines which custom menus to display in the action pane:
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If a user is not assigned to a specific team, they see the default custom menu.•
If a user is assigned to a team custom menu, they see the team's custom menu only. They do not see the default menu.•
If a user is assigned to multiple teams, the user has the option of selecting any one of the available team custom menus.The following table describes the information you enter in the process.xls workbook. Enter one row of information for each custom menu that you want to make available for selection.
Column name Description Example
Team One or more team names that have access to
the custom menu specified in the Name field.
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Admin, UserTeam
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CORPUSERS ProcessName A name used to identify the name of theprocess. For example, you can enter Budget if you are adding a custom menu representing the budgeting process.
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Budget•
Actual•
Administrative DefaultProcess Users may have rights to see multiple custom menus. This field allows you to specify which custom menu is selected by default in the action pane. For example, if you specify Yes for a custom menu called ADMINTASKS, then ADMINTASKS will be selected upon logon. Only specify Yes for one row per process.xls workbook.
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Yes•
(blank)Process
Description A description for the custom menu. The description is displayed when the custom menu is selected in the action pane and at the top of the custom menu.
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Current Month Results•
Administrative tasksCV The default current view for the given custom menu. The format is:
<dimension>=<member>, <dimension>=<member>, ...
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Category=Actual,Time= 2005.Apr•
Category=Budget,Time= 2006.JanApplication The application in which the custom menu resides.
If you want users to access more than one application using the same template, you can enter multiple applications separated by
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FinanceColumn name Description Example Finance2, enter Finance,Finance2. This
allows you to define separate current views for each application. You use the CVOverride field in the custom menu to define the different current views.
If using more than one application in a custom menu template, you must also set up the file structure under each application folder to be identical on the server.
MenuFile The location of the custom menu. The root folder for custom menus is the custom menu folder in the Wizard directory in the
application's WebExcel folder.
On a client machine, the directory is located in the user's
My Documents\BPC\AppInfo\<AppSet>\ <application>\ eExcel\ Reports\Wizard\ custom menu Reports folder.
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ProcessMenu\ ProcessFunctions.xlt•
ProcessMenu\AdministratorTasks.xlt
Message A short message to users about the custom menu. This message can be changed, as needed.
For example: "Comments are due by..." The message is displayed in the action pane.
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Due the 3rd business day of each monthAssigning users to a team custom menu
This procedure describes how to assign users to a team custom menu.
To assign users to a team custom menu 1. Define teams. See Adding teams.
2. When creating the custom menu, name the worksheet using the same team ID as the team ID used in users.xls. For example, if the team ID is CORPUSERS, the custom menu's worksheet name would be CORPUSERS. (The worksheet name is case-sensitve, and must be identical to what was defined on users.xls.)
3. When adding a custom menu to process.xls (defined in the procedure below), associate the user team to a custom menu. Complete the rest of the fields, as described in the procedure below for Adding a custom menu in the action pane.
Adding a custom menu to the action pane
This procedure describes how to add custom menus to the action pane. To add a custom menu
1. From the Admin Console, select Custom menus.
2. Define a row for each custom menu you want to add. Use the table above for descriptions. 3. Test the new information by selecting Validate Custom Menu from the action pane. If there are
any errors, fix the errors by editing the Process.xls file. Perform this step until there are no errors.