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.
63 Spreadsheet Server for use with Lawson - Release V12 R5 M1 3. Use the following table to enter data on the Control Panel. Field Account String Account Segments Balance Type Budget # Year Format Period Key 3 Period 00 - 15 Description Specify the account(s) for which to display balances. Manually type the account string in the field, or use the account segment fields below. When entering account selection criteria ranges, wildcards, and/or segment lists may be used. Specify the various portions of the account string. The values entered populate the Account String field. When entering criteria ranges, wildcards, and/or segment lists may be used. Specify the balance type for which to display balances. Valid values are A (Actual), B (Budget), and E (Encumbrance). Specify the budget number for which to display balances. Specify the year from which to retrieve balances. Specify the format option for which to retrieve account balances (i.e. PER, QTR, YTD, LTD). Specify the period for which to display the account balance in the GXL Result box. Not applicable for Lawson databases. Displays the calculated balance by period for the account or accounts selected in the filter. 4. To display balances for the selected account(s), click the GXL button. The balances are displayed in the Period 00 to 15 fields, and the total for the selected period is displayed in the GXL Result box. Note: The Control Panel uses the same caching process as the Excel portion of Spreadsheet Server. After an account string is queried, the string and balance are stored in cached memory. Any subsequent calculations will use the records in memory. To ensure the latest balances, user the clear cache process prior to rerunning the GXL. Refer to Control Panel - Cache Options for more information. Note: Upon calculation, at the bottom of the Control Panel, the system will blink which mode is being used to retrieve the balances (i.e. Cache = cached memory, Host = live connection, or Local = local connection). 5. To view account balances, click the corresponding Drill button. The system displays the Drill Down - Detailed Account Balances panel. Note: Refer to Drill Down to Detailed Account Balances for more information on drill down capabilities.
Miscellaneous Features 64 8 Miscellaneous Features 8.1 SS Validation Spreadsheet Server gives the user the ability to create a validation list in a specific cell in Excel. Validation lists are drop down lists that allow the user to choose from a valid list of options/field values. 1. Select a cell to hold the validation list and right click. A popup menu appears. 2. From the popup menu, select SS Validation. The Data Validation panel displays. Nav Tip:Steps 1 and 2 may be replaced by selecting a cell and selecting the SS toolbar or ribbon equivalent (see SS Toolbar or SS Ribbon). 3. Select the type of data for which to build a list or enter valid values separated by a comma in the Custom field, and click OK to push validation to the current cell. Note: Validation Lists are limited by Excel to 255 characters. 4. On the Excel worksheet when the appropriate cell is selected, a drop down button appears indicating that valid values exist for the cell. Click on the drop down arrow button to display the Validation List. 5. Click on the desired value. The system returns the selected value to the appropriate cell. 6. To maintain valid values for a cell, select the cell and from the Excel menu, select Data>Validation -or- from the Ribbon select Data>Data Tools>Data Validation. The Data Validation panel appears. Refer to Excel Help for additional instructions. Global Software, Inc.
- Page 15 and 16: Getting Started 12 3.1.3 SS Ribbon
- 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
- Page 65: Review Account Master 62 7.3 View A
- Page 69 and 70: Miscellaneous Features 66 8. To unl
- Page 71 and 72: Miscellaneous Features 68 8.4 Expan
- Page 73 and 74: Miscellaneous Features 70 Field Des
- Page 75 and 76: Miscellaneous Features 72 8.4.2 Exp
- Page 77 and 78: Miscellaneous Features 74 5. To gen
- Page 79 and 80: Miscellaneous Features 76 Field Des
- Page 81 and 82: Miscellaneous Features 78 8.7 Disab
- Page 83 and 84: Miscellaneous Features 80 8.9 View
- Page 85 and 86: Index 82 Index - A - account 62 bal
- Page 87: Index 84 - S - security account pro
63<br />
<strong>Spreadsheet</strong> <strong>Server</strong> <strong>for</strong> <strong>use</strong> <strong>with</strong> <strong>Lawson</strong> - Release V12 R5 M1<br />
3. Use the following table to enter data on the Control Panel.<br />
Field<br />
Account String<br />
Account Segments<br />
Balance Type<br />
Budget #<br />
Year<br />
Format<br />
Period<br />
Key 3<br />
Period 00 - 15<br />
Description<br />
Specify the account(s) <strong>for</strong> which to display balances. Manually type the<br />
account string in the field, or <strong>use</strong> the account segment fields below.<br />
When entering account selection criteria ranges, wildcards, and/or<br />
segment lists may be <strong>use</strong>d.<br />
Specify the various portions of the account string. The values entered<br />
populate the Account String field. When entering criteria ranges,<br />
wildcards, and/or segment lists may be <strong>use</strong>d.<br />
Specify the balance type <strong>for</strong> which to display balances. Valid values are<br />
A (Actual), B (Budget), and E (Encumbrance).<br />
Specify the budget number <strong>for</strong> which to display balances.<br />
Specify the year from which to retrieve balances.<br />
Specify the <strong>for</strong>mat option <strong>for</strong> which to retrieve account balances (i.e.<br />
PER, QTR, YTD, LTD).<br />
Specify the period <strong>for</strong> which to display the account balance in the GXL<br />
Result box.<br />
Not applicable <strong>for</strong> <strong>Lawson</strong> databases.<br />
Displays the calculated balance by period <strong>for</strong> the account or accounts<br />
selected in the filter.<br />
4. To display balances <strong>for</strong> the selected account(s), click the GXL button. The balances are displayed in the<br />
Period 00 to 15 fields, and the total <strong>for</strong> the selected period is displayed in the GXL Result box.<br />
Note: The Control Panel <strong>use</strong>s the same caching process as the Excel portion of <strong>Spreadsheet</strong> <strong>Server</strong>. After<br />
an account string is queried, the string and balance are stored in cached memory. Any subsequent<br />
calculations will <strong>use</strong> the records in memory. To ensure the latest balances, <strong>use</strong>r the clear cache<br />
process prior to rerunning the GXL. Refer to Control Panel - Cache Options <strong>for</strong> more in<strong>for</strong>mation.<br />
Note: Upon calculation, at the bottom of the Control Panel, the system will blink which mode is being <strong>use</strong>d to<br />
retrieve the balances (i.e. Cache = cached memory, Host = live connection, or Local = local<br />
connection).<br />
5. To view account balances, click the corresponding Drill button. The system displays the Drill Down - Detailed<br />
Account Balances panel.<br />
Note: Refer to Drill Down to Detailed Account Balances <strong>for</strong> more in<strong>for</strong>mation on drill down capabilities.
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