Spreadsheet Server for use with Lawson - Global Software, Inc.
Spreadsheet Server for use with Lawson - Global Software, Inc. Spreadsheet Server for use with Lawson - Global Software, Inc.
11 Spreadsheet Server for use with Lawson - Release V12 R5 M1 3.1.2 SS Toolbar After Spreadsheet Server is initiated as an add-in to Excel, a Spreadsheet Server (SS) toolbar is added to Excel. The SS toolbar may be used as a convenient alternative to various SServer menu functions. For Excel 2003: The SS toolbar is accessible in the standard toolbar section. For Excel 2007 and Above: The SS toolbar is accessible from the Add-Ins ribbon. Menu Item Formula Assistant Data Validation Clear Cache and Recalc Drill Down Hide Zero Rows Unhide Zero Rows Segment Lists Settings Description Opens the Formula Assistant panel, allowing the user to maintain parameters for a formula (see Formula Assistant). Opens the Data Validation panel, allowing the user to create a validation list for a specific cell in Excel (see SS Validation). Clears and recalculates the cache file (see Review/Refresh PC Cache). Opens the Drill Down panel, displaying account balances which make up the calculated amount (see Drill Down to Detailed Account Balances and Drill Down to Multiple Column Account Balances). Hides any spreadsheet row containing GXL formulas in which the net result is zero for all cells (see Hide Rows with Zero Balances). Displays previously hidden rows (see Hide Rows with Zero Balances). Opens the Maintain Segment Lists panel, allowing the user to create and/or maintain segment lists (see Create/Maintain Segment Lists). Opens the Settings panel, allowing the user to define various criteria to control processing (see User Settings). Closes the connection and disables Spreadsheet Server formulas (see Disable / Enable Spreadsheet Server Formula Calculations).
Getting Started 12 3.1.3 SS Ribbon After Spreadsheet Server is installed and initiated as an add-in to Excel, a custom Spreadsheet Server (SS) ribbon is added to Excel for Excel 2007 (and above) users. The SS ribbon may be used as a convenient alternative to various SServer menu functions. For Excel 2003: The SS ribbon is NOT applicable. For Excel 2007 and Above: The SS ribbon only appears when Spreadsheet Server is selected as an add-in to Excel. Note: If the ribbon does not appear, go to Settings and click the Add Excel Ribbon button (see User Settings). Menu Item View Log Recalc PC Cache Generate Reports Drill Down Insert Table Summarize with Pivot Table Hide Zero Balance Rows Restore Hidden Rows Expand Row Collapse Row Description Opens the Log Viewer panel, where the user may view information and error log entries, copy selected log entries, email or clear the log file (see View Log Entries). Recalculates all formulas in the workbook. Click on the arrow to access additional functions (i.e. recalculate formulas for workbook, worksheet or selection, fix broken links, etc.). Opens the PC Cache panel, listing the cached records (see Review/Refresh PC Cache). Click on the arrow to access additional functions. Generates detail reports for all GXE formulas in the workbook (see Expand Detail Reports (GXE) - Account Detail and Expand Detail Reports (GXE) - Journals Only). Click on the arrow to access additional functions (i.e. all or selected GXEs, etc.). Opens the Drill Down panel, displaying account balances which make up the calculated amount (see Drill Down to Detailed Account Balances and Drill Down to Multiple Column Account Balances). Opens the Create Table panel, allowing the user to create a table for a selected range of data. Opens the Pivot Table ribbon, allowing the user to create a pivot table using the data in the selected table. Hides any spreadsheet row containing GXL formulas in which the net result is zero for all cells (see Hide Rows with Zero Balances). Displays previously hidden rows (see Hide Rows with Zero Balances). Expands the balances for the selected GXL formulas on a row into account details (see Expand/Collapse Row for a GXL Formula). Click on the arrow to access additional functions (i.e. expand row or expand all rows). Removes the expanded account detail rows in the selected section (see Expand/Collapse Row for a GXL Formula). Click on the arrow to access additional functions (i.e. collapse row, collapse all rows on the worksheet, or collapse all rows in the workbook). Global Software, Inc.
- Page 1 and 2: Global Software, Inc.'s Spreadsheet
- Page 3 and 4: Spreadsheet Server for use with Law
- Page 5 and 6: Contents II 2 Review/Refresh ......
- Page 7 and 8: Spreadsheet Server Overview 4 1.2 F
- Page 9 and 10: Spreadsheet Server Installation 6 2
- Page 11 and 12: Getting Started 8 3 Getting Started
- Page 13: Getting Started 10 Menu Item Genera
- Page 17 and 18: Getting Started 14 3.2 Starting Spr
- Page 19 and 20: Getting Started 16 3.3 Control Pane
- Page 21 and 22: Getting Started 18 3.3.1 Control Pa
- Page 23 and 24: Getting Started 20 3.4 User Setting
- Page 25 and 26: Getting Started 22 Button View Log
- Page 27 and 28: Getting Started 24 5. The Performan
- Page 29 and 30: Building Spreadsheets 26 4.1 Build
- Page 31 and 32: Global Software, Inc. Building Spre
- Page 33 and 34: Building Spreadsheets 30 4.1.1 Buil
- Page 35 and 36: Building Spreadsheets 32 4.1.3 Buil
- Page 37 and 38: Building Spreadsheets 34 3. Use the
- Page 39 and 40: Building Spreadsheets 36 5. Use the
- Page 41 and 42: Building Spreadsheets 38 4.3 GXD Fo
- Page 43 and 44: Building Spreadsheets 40 Note: For
- Page 45 and 46: Building Spreadsheets 42 4.6 Locate
- Page 47 and 48: Building Spreadsheets 44 4.7 List A
- Page 49 and 50: Building Spreadsheets 46 To Expand
- Page 51 and 52: Building Spreadsheets 48 7. To past
- Page 53 and 54: Building Spreadsheets 50 4.9.3 SSLD
- Page 55 and 56: Calculations 52 5 Calculations 5.1
- Page 57 and 58: Drill Down Functionality 54 6 Drill
- Page 59 and 60: Drill Down Functionality 56 6.1.1 C
- Page 61 and 62: Drill Down Functionality 58 6.3 Dri
- Page 63 and 64: Review Account Master 60 7 Review A
Getting Started 12<br />
3.1.3 SS Ribbon<br />
After <strong>Spreadsheet</strong> <strong>Server</strong> is installed and initiated as an add-in to Excel, a custom <strong>Spreadsheet</strong> <strong>Server</strong> (SS)<br />
ribbon is added to Excel <strong>for</strong> Excel 2007 (and above) <strong>use</strong>rs. The SS ribbon may be <strong>use</strong>d as a convenient<br />
alternative to various S<strong>Server</strong> menu functions.<br />
For Excel 2003:<br />
The SS ribbon is NOT applicable.<br />
For Excel 2007 and Above:<br />
The SS ribbon only appears when <strong>Spreadsheet</strong> <strong>Server</strong> is selected as an add-in to Excel.<br />
Note: If the ribbon does not appear, go to Settings and click the Add Excel Ribbon button (see User Settings).<br />
Menu Item<br />
View Log<br />
Recalc<br />
PC Cache<br />
Generate Reports<br />
Drill Down<br />
Insert Table<br />
Summarize <strong>with</strong> Pivot Table<br />
Hide Zero Balance Rows<br />
Restore Hidden Rows<br />
Expand Row<br />
Collapse Row<br />
Description<br />
Opens the Log Viewer panel, where the <strong>use</strong>r may view in<strong>for</strong>mation and<br />
error log entries, copy selected log entries, email or clear the log file<br />
(see View Log Entries).<br />
Recalculates all <strong>for</strong>mulas in the workbook. Click on the arrow to access<br />
additional functions (i.e. recalculate <strong>for</strong>mulas <strong>for</strong> workbook, worksheet or<br />
selection, fix broken links, etc.).<br />
Opens the PC Cache panel, listing the cached records (see<br />
Review/Refresh PC Cache). Click on the arrow to access additional<br />
functions.<br />
Generates detail reports <strong>for</strong> all GXE <strong>for</strong>mulas in the workbook (see<br />
Expand Detail Reports (GXE) - Account Detail and<br />
Expand Detail Reports (GXE) - Journals Only). Click on the arrow to<br />
access additional functions (i.e. all or selected GXEs, etc.).<br />
Opens the Drill Down panel, displaying account balances which make up<br />
the calculated amount (see Drill Down to Detailed Account Balances<br />
and Drill Down to Multiple Column Account Balances).<br />
Opens the Create Table panel, allowing the <strong>use</strong>r to create a table <strong>for</strong> a<br />
selected range of data.<br />
Opens the Pivot Table ribbon, allowing the <strong>use</strong>r to create a pivot table<br />
using the data in the selected table.<br />
Hides any spreadsheet row containing GXL <strong>for</strong>mulas in which the net<br />
result is zero <strong>for</strong> all cells (see Hide Rows <strong>with</strong> Zero Balances).<br />
Displays previously hidden rows (see Hide Rows <strong>with</strong> Zero Balances).<br />
Expands the balances <strong>for</strong> the selected GXL <strong>for</strong>mulas on a row into<br />
account details (see Expand/Collapse Row <strong>for</strong> a GXL Formula). Click<br />
on the arrow to access additional functions (i.e. expand row or expand<br />
all rows).<br />
Removes the expanded account detail rows in the selected section (see<br />
Expand/Collapse Row <strong>for</strong> a GXL Formula). Click on the arrow to access<br />
additional functions (i.e. collapse row, collapse all rows on the<br />
worksheet, or collapse all rows in the workbook).<br />
<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.