Ribbon Reference
A complete reference for every group and button in the EPM Commander Excel ribbon. Select a section below to read the detailed user guide.
The ribbon is organized into functional groups, and adapts to your environment: groups appear based on your connection state and application type — Planning Controls shows for Planning applications, FCC Controls for Financial Consolidation and Close. The Home group covers sign-in, EPM connections, metadata sync, and settings — see Getting Started.
Home, Settings & Help
- Sign In · EPM Connections · Sign Out — the Captain EPM account, saved environments with one-click switching, and a three-way sign-out (Captain EPM, EPM Cloud, or both).
- Sync Metadata — pulls dimensions, cubes and members into the local snapshot. The dialog stays up until indexing has genuinely finished; the snapshot tables are empty for about two minutes mid-index, so closing early would show an empty application.
- Settings — LLM Settings (provider, model, AI behaviour), Manage User Data (the Storage Manager: every artefact the add-in writes to the PC, what it is and what breaks if deleted, with protected items listed but never selectable), Appearance (fourteen themes, seven dark and seven light), and the AI Usage Monitor (tokens consumed and query history).
- Help — Documentation, Connection & OAuth Setup (what an identity-domain administrator must configure for SSO/MFA, where the Client ID and Service Instance ID are found, and what each OAuth error means), Support (ticket and diagnostic logging), Captain's Log (the diagnostic agent that traces a root cause through your own tool execution history), and About. The bell carries release news and update notifications.
AI Assistant
Agentic chat with tool-calling and MCP integration — ask, analyze, and act
Application Analysis
Eighteen App Analysis Report modules, Object and Block Analysis, Unused Metadata, Release Report, Neural Graph, and Insights
Operation Management
Performance Investigator and Tracker, Rule Advisor, Job Monitor, Job Orchestrator, Audit Logs, Snapshots with Restore, and Sub Variables
Data & Integration
Data Load Mappings, Pipeline Graph, and the AI-powered Integration Agent
System & Security
Security Report (Object Access, Effective Access, Security Changes, Group Cleanup) + SEC Editor, Security Agent, Bulk Assignment, License Auditor
Planning Controls
Approval units and their workflow status — for Planning applications
FCC Controls
Metadata validation, journal periods, e-journals, and the Admin Console with intercompany matching — for FCCS applications
Right-Click Tools
Three context actions on any cell — inspect the member, check security at the intersection, or hand the range to the AI Assistant