# Toolbar options

Plan supports minimal toolbar options for a better user experience in the small screen mode. The available options are shown in the below image.

<figure><img src="/files/Q2Q6wn3daq6RoDUBaFkx" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1042).png" alt=""><figcaption><p>Toolbar options</p></figcaption></figure>

## 1. Full

The 'Full' option shows the full view of the toolbar covering all the features under the 'Home', 'Insert', 'Design' and 'Export' tabs.

By default, all reports display the full view of the toolbar as shown below.

<figure><img src="/files/QAXE0wwZNMdN3BdXFyCy" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1043).png" alt=""><figcaption><p>Full view of tollbar</p></figcaption></figure>

## 2. Minimal

The 'Minimal' option shows the minimal view of the toolbar with options such as Layout, Top N, Auto fit, Row height, Notes, Export and many more as shown in the below image.

<figure><img src="/files/TPZU7iOUTwKmFL0UUJeg" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1044).png" alt=""><figcaption><p>Minimal toolbar</p></figcaption></figure>

## 3. Unpin toolbar

You can detach the toolbar and view the report in full screen using the 'Unpin toolbar' option.

<figure><img src="/files/Y8YdO69s7AqeZVmEDA29" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1049).png" alt=""><figcaption><p>Unpin toolbar</p></figcaption></figure>

The unpinned toolbar is shown below.

<figure><img src="/files/qep2Zb3SnYYsp3PJGcbP" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1050).png" alt=""><figcaption><p>Unpinned toolbar</p></figcaption></figure>

You can pin it back by clicking the icon highlighted in the image below.

<figure><img src="/files/SsXLXJyg4Wt1Iu829DiF" alt=""><figcaption><p>toolbar pin back</p></figcaption></figure>

## 4. Quick access

Using the 'Quick access' option, you can quickly search for specific features and find the shortcut or directly navigate to it.

Select the 'Quick access' option.

<figure><img src="/files/LSrepAr3fWn5IEsRaiky" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1054).png" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The keyboard shortcut for the Quick access option is **'Ctrl+F'**
{% endhint %}

A pop-up opens as shown below. The options are hyperlinked and help you navigate directly to the tool bar tab, side panel or dialog box. Let's click on 'Manage (Measures)'.

<figure><img src="/files/W4EhaWWps5UV1htqPNOQ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1055).png" alt=""><figcaption><p>Quick access menu</p></figcaption></figure>

The 'Inserted columns' side panel opens up as shown in the image below.

<figure><img src="/files/7a9KbegNudUAvDuZrO2E" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1056).png" alt=""><figcaption><p>Inserted columns via quick access menu</p></figcaption></figure>

## 5. Allowed user controls

You can customize the toolbar options that are available for the report consumers in reading mode by using the allowed user control option.

Click on the 'Allowed user controls' option from the Editing drop-down.

<figure><img src="/files/gXio1InkFPYLuDeZ8in6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1025).png" alt=""><figcaption><p>Allowed user controls options</p></figcaption></figure>

You can see the 'Allowed user controls' modal.

<figure><img src="/files/Xrrr99SbDpoNnLMB3oaM" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1026).png" alt=""><figcaption><p>Allowed user controls modal</p></figcaption></figure>

In this modal you can enable/disable the following options:

#### 1. Toolbar

Using this option you can specify how you want the toolbar to be displayed in reading view mode.

* **Full -** This option displays the [full toolbar](#1.-full)
* **Minimal -** This option displays the [minimal toolbar](#2.-minimal)

#### 2. Home tab

Enabling this option will display the 'Home' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Home' tab to expand it. This will display additional sub-options.

You can enable/disable the following options to show/hide in the toolbar under the 'Home' tab.

<figure><img src="/files/9HtPervJ2JKk87vOXQTF" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1023).png" alt=""><figcaption><p>Home tab options</p></figcaption></figure>

#### 3. Plan tab

Toolbar items in the *Plan* tab, such as Time, Tools, Controls, Workflow, Scenarios, etc, can be leveraged in reading mode. You can control the features that will be available in the reading view from the *Allowed User Controls* window.

<figure><img src="/files/zprJuScTwKJdTn5nOioj" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1687).png" alt=""><figcaption><p>Insert tab</p></figcaption></figure>

#### 4. Format tab

Toolbar items in the *Format* tab, such as Font, Alignment, Style, General can be leveraged in reading mode by enabling this Format option.

You can enable/disable the following options to show/hide in the toolbar under the 'Format' tab.

<figure><img src="/files/omHy4jbW6fhrFdb2Tlmv" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1027).png" alt=""><figcaption><p>Export tab options</p></figcaption></figure>

#### 5. Scenario tab

Enabling this option will display the 'Scenario' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Scenario' tab to expand it. This will display additional sub-options. To learn more about scenarios click [here](/planning-sheets/how-tos/7.-planning-budgeting-and-forecasting/scenario.md).

You can enable/disable the following options to show/hide in the toolbar under the 'Scenario' tab.

<figure><img src="/files/OaC9R6FRnHt0N6DYh4rL" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1022).png" alt=""><figcaption><p>Scenario tab options</p></figcaption></figure>

{% hint style="info" %}
The scenario checkbox is enabled here only after a scenario is created.
{% endhint %}

#### 6. Writeback tab

Enabling this option will display the 'Writeback' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Writeback' tab to expand it. Click here to learn more about [writeback](/planning/data-writeback.md).

You can enable/disable the following options to show/hide in the toolbar under the 'Writeback' tab.

<figure><img src="/files/6b0HAFXC196ldBc9miwJ" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1020).png" alt=""><figcaption><p>Writeback tab</p></figcaption></figure>

#### 7. Snapshot

Enabling this option will display the 'Snapshot' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Writeback' tab to expand it.

You can enable/disable the following options to show/hide in the toolbar under the 'Snapshot' tab.

<figure><img src="/files/LB0GbIdbSpzgZeMABymT" alt=""><figcaption><p>Snapshot tab</p></figcaption></figure>

{% hint style="info" %}
The snapshot option is enabled here only after a snapshot is created and assigned to a user.
{% endhint %}

#### 8. Settings

Under **Settings,** we have various controls enabling/disabling them, which allows the report owner to set user access controls to the features listed under it.

<figure><img src="/files/TmQg8va5JV5Vwi39hCyS" alt=""><figcaption><p>User access controls under Settings</p></figcaption></figure>

#### 8.1 Comments

Enabling this option will show comments when the report is in the reading view mode.

<figure><img src="/files/P2pY0uUeU7YzcxsujPoi" alt=""><figcaption><p>Comments viewed in Reading mode</p></figcaption></figure>

#### 8.2 Show gripper

Enabling this option will show a gripper and context menu (the menu that displays on the right-click of the mouse) for rows and columns.

In this image, the context menu appears on right-click when the report is in the reading view mode.

<figure><img src="/files/OsXuSUY8amc0vaT2clQu" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(920).png" alt=""><figcaption><p>Context menu on reading view mode</p></figcaption></figure>

#### 8.3 Show Action option in Gripper

Enabling/Disabling this option will display/hide the Action option in the gripper menu for rows in the reading view of the report.

<figure><img src="/files/BsnHGjwQtIQwZzdjPNU1" alt=""><figcaption><p>Action option is enabled in the Row gripper in the reading view</p></figcaption></figure>

#### 8.4 Show floating toolbar

EPM now offers Excel-like floating toolbar in the reading view mode on the selected report elements (row, column, or cell) for improved discoverability of features and improved user experience.

If you enable this option, then on unpinning the toolbar you will get a floating toolbar when the report is in the reading view mode.

<figure><img src="/files/uPSRAqTqWPKWw0ludoOE" alt=""><figcaption><p>Unpinning the toolbar</p></figcaption></figure>

When this option is enabled, then on selecting any report element you will find the possible actions and configurations you can perform on that element in the floating toolbar.

<figure><img src="/files/NjilWxKqweTx6vN1WRzj" alt=""><figcaption><p>Floating toolbar</p></figcaption></figure>

#### 8.5. Reorder row/column

If you enable this option, you can easily drag and drop the rows and columns for easy reordering in reading view mode.

<figure><img src="/files/blbTJLrMfZMvtEfA4oOF" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(843).png" alt=""><figcaption><p>Reorder row/column option</p></figcaption></figure>

#### 8.6. Show toast message

Enabling this option will display the toast message in the reading view mode. In the image below, a 'Copied to clipboard' toast message is displayed in the reading mode when the 'Copy to clipboard' option is clicked.

<figure><img src="/files/vZYayzogKk8bc00mPYOf" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(830).png" alt=""><figcaption><p>Show toast message option</p></figcaption></figure>

#### 8.7. Sort on click

If this option is enabled, then clicking on the column header will sort the data in the column in ascending/descending order in the reading view mode.

In the below image, the up arrow on the column header is highlighted indicating that the column is sorted in descending order.

<figure><img src="/files/kGCFerJl3AvsNAp2t8rF" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(856).png" alt=""><figcaption><p>Sort on click option</p></figcaption></figure>

#### 8.8. Visual Zoom

Enabling this option displays the zoom icon in the Reading view, allowing users to zoom in and out of the report for visibility.

<figure><img src="/files/qmJMMK1MNdZHaagcimY0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://github.com/lumelinc/PowerTableDocs/blob/main/.gitbook/assets/image%20(1743).png" alt=""><figcaption><p>Visual Zoom</p></figcaption></figure>

#### 9. Indicators

Under **Indicators,** we have various controls enabling/disabling them, which allows the report owner to display or hide the indicators that denote the changes made in the report.

<figure><img src="/files/l2LQSoKilSNeSamdcpLU" alt=""><figcaption><p>Various Indicators</p></figcaption></figure>

{% hint style="info" %}
The indicators have to be enabled in the Settings > Appearance in the Editing view of the report before setting the user access control for the reading view.
{% endhint %}

#### 9.1 Edit Cell Indicator

Enabling the **Edit Cell Indicator** displays the pencil ![](/files/Dv20Zl4FbXCKGl6LcJYF) icon in the edited cell in reading view of the report.

<figure><img src="/files/1dViYBFj0FX5jI87xMXr" alt=""><figcaption><p>Edited cell indicator in the reading view</p></figcaption></figure>

#### 9.2 Show Header Indicator

Enabling the **Show Header Indicator** displays the icon corresponding to the type of column created in the reading view of the report.

<figure><img src="/files/2GsMb1S6lM1RBRcyPzGW" alt=""><figcaption><p>Show Header Indicator is displayed in the reading view</p></figcaption></figure>

#### 9.3 Show Row Indicator

Enabling the **Show Row Indicator** displays the pencil ![](/files/0Q2tIdpva40Xz8wsq0T6) icon near the inserted rows in the reading view of the report.

<figure><img src="/files/39B0EnZVc99KO1rcP0zD" alt=""><figcaption><p>New Row Original is denoted by the pencil icon in the reading view</p></figcaption></figure>

#### 9.4 Row Label Indicator

Enabling the **Row Label Indicator** displays the ![](/files/QuddbaSxkMVlHqoalLJv)icon near the rows whose labels have been changed in the reading view of the report.

<figure><img src="/files/brRFelkAV8lv3KMPHCNv" alt=""><figcaption><p>Changed Row labels are indicated in the reading view</p></figcaption></figure>

In the next section, we'll be covering [Keyboard shortcuts](/planning/working-with-lumel-epm/3.-basic-interactions/actions/keyboard-shortcuts.md).


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