User Data Entry

Viewer users, if given the permissions, can enter in budgeting/planning data into forms that a Power user has already created.

You can also enter and edit comments in any Comment columns that have been defined for reports.

Note:

Entering comments or budgeting/planning data in Hubble Web is not supported on tablet or touch-screen devices.
Entering comments or budgeting/planning data in Hubble Web is only possible in reports/list views containing less than 5000 rows.

Data Entry Shortcuts in Hubble Web

Support for the following keyboard shortcuts, which you may be familiar with from other software, is available in Hubble Web to making entering and editing data easier:

KEYBOARD COMBINATION	ACTION
Shift + Space	Select row.
Ctrl + Space	Select column.
F2	Start editing the current cell.
Ctrl + A	Select the entire grid contents.
Left/Right	Select the cell to the left/right of the selection.
Up/Down	Select the cell above/below the selection.
Shift + Left/Right	Extend the selection to include the next cell to the left/right of the selection.
Shift + Up/Down	Extend the selection to include the cell above/below of the selection.
Page Up/Down	Select the cell one page above or below the selection.
Shift + Page Up/Down	Extend the selection to include the cells one page above or below the selection.
Home/End	Move the selection to the first or last column.
Shift + Home/End	Extend the selection to include the first or last column.
Ctrl + Home/End	Move the selection to the first/last row and column.
Shift + Ctrl + Home/End	Extend the selection to include the first/last row and column.
Esc	Cancel current cell or row editing operations.
Tab	Move the selection to the next cell.
Shift +Tab	Move the selection to the previous cell.
Return\Enter	Exit editing mode and move the selection to the cell below the current one.
Shift + Return\Enter	Exit editing mode and move the selection to the cell above the current one.
Delete\Backspace	Clear the currently selected cells.
Ctrl + C, Ctrl + Insert	Copy the selection to the clipboard.
Ctrl + V, Shift + Insert	Paste the content of the clipboard into the selected area.
Ctrl + X	Cut the selection to the clipboard.
Smart Pasting	Select a single cell and press Ctrl+C to copy its content, then extend the selection and press Ctrl+V to paste. The cell content will then be pasted over the entire selection.

Note: Clipboard operations (cut, copy, paste, clear/delete) are supported for a maximum of 200 rows.

Entering Budgeting/Planning Data

In order to add and edit data in a budgeting form, use the buttons in the upper right corner of the view:

To start editing data in a form, click the pencil icon to access data entry mode:

Note: The Refresh button for a workspace page will not refresh a grid which is in data entry mode.
Grid lines and piano lines are not shown in reports/list views when in data entry mode.

Data Entry Ribbon

Once in Edit Mode, the Budgeting ribbon is displayed and the data entry cells are highlighted.

Budget menu buttons can be used to perform the editing functions as indicated by the text on the buttons:

Cut: when a cell is selected in a data entry column, the Cut button becomes enabled. It enables you to move its content to another cell in combination with the Paste button. If no cell is selected it is disabled.
Copy: when a cell is selected in a column, the Copy button becomes enabled. It enables you to copy its content. If no cell is selected it is disabled. You can copy content from cells in any columns, including Label, Value and Comment columns.
Paste: when a cell is selected in a data entry column, the Paste button becomes enabled. You can only paste into a range of cells, but they must be in data entry columns. When you click Paste you will be presented with the following dialog:

Note: A standard security precaution in web browsers blocks web applications from access to the system clipboard, in which case you should use the Ctrl-V keyboard shortcut to perform pastes.

Clear: when a cell is selected in a data entry column, the Clear button becomes enabled. It clears the content of selected cells when pressed.
Save: once you enter, edit, or clear data in data entry column cells, the Save button becomes enabled. This saves the changes you have made to the Comment column.
- Close: when you enter Edit mode the Close button is enabled. If there are no unsaved changes, it exits Edit mode when pressed. If there are unsaved changes, the following message is displayed.

Entering Data into Cells

When a form is in data entry mode, data in cells highlighted with a darker background can be edited. For example:

Data entry on the web works as stated above for budgeting forms with Time series, Selectors, Hierarchy and Cycle or the participant’s scope.

Entries you make into cells will be validated in the same way as in desktop budgeting.

Finalizing the Cycle

Once data entry is complete, you can finalize the cycle by clicking the tick button: . Entries you make into cells will be validated in the same way as in desktop budgeting.

Click yes to continue.The following message will then be displayed:

If you need to make a change after finalizing, the status must be reset. This is done using the Cycle Status dialog of the desktop budgeting facilities by selecting the cycle and then clicking Status Override.

Entering Comments

Permissions/Advanced Capabilities Required

The ability to view, add, edit, delete etc. comments is governed by Permissions and Advanced Capabilities in Administrator.

For each user, a permission setting determines whether or not users can enter etc. comments on specific reports; it is set on a report-by-report basis. The Comment permission must be granted for the report.

The Comment permission is overridden, however, by the Comment Entry Capability. The Comment Entry capability determines whether or not a user can enter etc. comments for all reports. This is set in Advanced Capabilities: Feature Control.

There is a separate capability that determines whether or not comments can be entered while in Budgeting mode, regardless of whether the aforementioned capability, Comment Entry, is granted. The capability that must be set to allow comments to be set in Budgeting mode is in Hubble Administrator, in Advanced Capabilities: Hubble Inquiry Settings > Commenting in Budgeting Mode, and is called Commenting in Budgeting Mode.

Comments and Budgeting

The button used to enter data entry mode for comments is the same one used to enter data entry mode for budgeting and planning.

Note: The Refresh button for a workspace page will not refresh a grid which is in data entry mode.
Grid lines and piano lines are not shown in reports/list views when in data entry mode.

If a GL Balances report contains both comment columns and is defined as a form in the Financial Budgeting system, then you can enter comments and budgeting data at the same time.

If the report is defined as a form in the Strategic Planning system and contains comment columns, then any new row you insert must be saved before you can enter a comment in a comment column on that row.

An extra Insert Row button will show for planning reports or when a budgeting form has line item detail, account currency or subledger columns.

Data Entry in Comment Columns

Open a Report that has Comment columns defined for it (see above).
Enter Commenting mode.
A toolbar is then displayed on the top-right corner of the report, and Comment columns will be highlighted:
To add to or edit the content of a Comment column cell, simply enter the text into the cell in question.
You can use the keyboard shortcuts (see Data Entry Shortcuts in Hubble Web) and toolbar buttons (see below) to help you do this,
The toolbar consists of the following buttons:
- Cut: when a cell is selected in a Comment column, the Cut button becomes enabled. It enables you to move its content to another cell in combination with the Paste button. If no cell is selected it is disabled. You can copy content from cells in any columns, including Label, Value and Comment columns.
- Copy: when a cell is selected in a Comment column, the Copy button becomes enabled. It enables you to copy its content. If no cell is selected it is disabled. You can copy content from cells in any columns, including Label, Value and Comment columns.
- Paste: when a cell is selected in a Comment column, the Paste button becomes enabled. You can only paste into a range of cells, but they must be in Comment Columns. When you click Paste you will be presented with the following dialog:
- Clear: when a cell is selected in a Comment column, the Clear button becomes enabled. It clears the content of selected cells when pressed.
- Save: once you enter, edit, or clear data in Comment column cells, the Save button becomes enabled. This saves the changes you have made to the Comment column.
- Close: when you enter Commenting mode the Close button is enabled. If there are no unsaved changes, it exits Commenting mode when pressed. If there are unsaved changes, the following message is displayed.

Note that if the comment column and report are defined such that the same comment applies to more than one row (e.g. for the same customer, or same business unit, etc), then when you click Save that this will be reflected in the report, i.e. the change will be applied to all the rows in question:

Financial Planning on the Web

Financial Planning data can be entered on the web.

Please refer to the User Guide for Budgeting Planning for more detailed information.