Spreadsheet Server for use with BPCS - Global Software, Inc.

Spreadsheet Server for use with BPCS - Global Software, Inc. Spreadsheet Server for use with BPCS - Global Software, Inc.

19.01.2015 Views

9 Spreadsheet Server for use with BPCS - Release V12 R4 M11 3.1.1 SServer Menu After Spreadsheet Server is initiated as an add-in to Excel, the SServer menu is added to Excel. The menu is used to access/process various functions within the application. For Excel 2003: The SServer menu is accessible from the Excel menu bar. For Excel 2007 and Above: The SServer menu is accessible from the Add-Ins ribbon. Menu Item Drill Down List Accounts Locate Segment PC Cache Settings Hide Rows with Zero Balances Restore Hidden Rows Description 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 List Accounts panel, listing the accounts used in the GXL formula (see List Accounts for a GXL Formula) or allowing the user to generate a list of existing accounts (see List Accounts). Opens the Locate A Segment Value or Hierarchy panel, displaying a list of valid values or hierarchy values for each account segment (see Locate Segment Value or Hierarchy). Opens the PC Cache panel, listing the cached records (see Review/Refresh PC Cache). Opens the Settings panel, allowing the user to define various criteria to control processing (see User Settings). 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).

Getting Started 10 Menu Item Generate Account Detail for Current Sheet Generate All Detail Reports (GXE) Clear PC Cache and Recalculate Formula Assistant Build a Template Fix Broken Links Disable Spreadsheet Server Description Opens the Generate Account Detail Options panel, allowing the user to create an audit trail listing the individual accounts and balances included in the GXL formulas on the worksheet (see Generate Account Detail for Current Sheet). Generates detail reports for all GXE formulas in the workbook (see Expand Detail Reports - Account Details and Expand Detail Reports - Journals Only). Clears and recalculates the cache file (see Review/Refresh PC Cache). Opens the Formula Assistant panel, allowing the user to maintain parameters for a formula (see Formula Assistant). Opens the Template Wizard panel, allowing the user to quickly create a template on a Spreadsheet Server spreadsheet (see Build a Template). Corrects all broken links to the .xla in the workbook. Closes the connection and disables Spreadsheet Server formulas (see Disable / Enable Spreadsheet Server Formula Calculations). Global Software, Inc.

9<br />

<strong>Spreadsheet</strong> <strong>Server</strong> <strong>for</strong> <strong>use</strong> <strong>with</strong> <strong>BPCS</strong> - Release V12 R4 M11<br />

3.1.1 S<strong>Server</strong> Menu<br />

After <strong>Spreadsheet</strong> <strong>Server</strong> is initiated as an add-in to Excel, the S<strong>Server</strong> menu is added to Excel. The menu is <strong>use</strong>d<br />

to access/process various functions <strong>with</strong>in the application.<br />

For Excel 2003:<br />

The S<strong>Server</strong> menu is accessible from the Excel menu bar.<br />

For Excel 2007 and Above:<br />

The S<strong>Server</strong> menu is accessible from the Add-Ins ribbon.<br />

Menu Item<br />

Drill Down<br />

List Accounts<br />

Locate Segment<br />

PC Cache<br />

Settings<br />

Hide Rows <strong>with</strong> Zero Balances<br />

Restore Hidden Rows<br />

Description<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 List Accounts panel, listing the accounts <strong>use</strong>d in the GXL<br />

<strong>for</strong>mula (see List Accounts <strong>for</strong> a GXL Formula) or allowing the <strong>use</strong>r to<br />

generate a list of existing accounts (see List Accounts).<br />

Opens the Locate A Segment Value or Hierarchy panel, displaying a list<br />

of valid values or hierarchy values <strong>for</strong> each account segment (see<br />

Locate Segment Value or Hierarchy).<br />

Opens the PC Cache panel, listing the cached records (see<br />

Review/Refresh PC Cache).<br />

Opens the Settings panel, allowing the <strong>use</strong>r to define various criteria to<br />

control processing (see User Settings).<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).

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