AX2093

Axiom menu

In the Desktop Client General term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop., you can access all major Axiom files and features using the Axiom tab on the ribbon.

Example Axiom menu

The Axiom tab contains the following groups:

Group

Description

File Groups

Access plan files, templates, and drivers. Create and process plan files.

Reports

Access existing reports and create new reports.

Administration

Manage tables, imports, file groups, security, and other system administration features.

File Options

Perform actions on Axiom files, such as saving the file, refreshing data, and inserting planning rows.

File Output

Perform file output actions on Axiom files, such as taking snapshot copies or using file processing.

Display

Manage display options for the Axiom user environment. Show or hide the home page, the formula bar, or sheet headings.

Advanced

Access advanced options.

Help

Open Axiom Help and view information about the current Axiom system.

Exit

Close Axiom.

NOTE: This topic discusses the default contents of the Axiom ribbon tab. You can customize this ribbon tab per installation or remove and replace it with other custom ribbon tabs. You may also be assigned additional custom ribbon tabs that provide access to Axiom functionality. For more information, see Task panes and ribbon tabs and Customizing the Axiom ribbon tab.

The specific groups and features that are available on the menu depend on your security settings. For example, the File Groups group only displays the file groups to which you have access, and only allows opening plan files if you have been granted the security rights to access other file group items such as drivers and templates. Most users do not see the Administration group or the Advanced group unless they are granted access to a feature in that area.

Spreadsheet features are available on other ribbon tabs to perform spreadsheet formatting and other related tasks. If you use the Excel Client, you have access to all of the typicall Microsoft Excel ribbon tabs. If you use the Windows Client, a Home tab provides access to commonly used spreadsheet features. For more information, see Using spreadsheet features.

NOTES:  

  • Administrators have access to a second Axiom-related tab, which is named Axiom Designer. Use this tab to assist with file development. See Using the Axiom Designer tab.

  • When using the Axiom Excel Client, each file opens within its own window, and each window maintains its own set of ribbon tabs and task panes. As you switch windows, the current state of the ribbon may be different in each window. For example, you may have the Home tab active in one window, but if you switch to another window, the Axiom tab is still active.