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.
13 Spreadsheet Server for use with BPCS - Release V12 R4 M11 Menu Item Formula Assistant Build a Template Segment Lists Data Validation Locate Segment Enable Disable Settings Description 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). Opens the Maintain Segment Lists panel, allowing the user to create and/or maintain segment lists (see Create/Maintain Segment Lists). Opens the Data Validation panel, allowing the user to create a validation list for a specific cell in Excel (see SS Validation). 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 Sign On panel, allowing the user to start Spreadsheet Server (see Starting Spreadsheet Server). Closes the connection and disables Spreadsheet Server formulas (see Disable / Enable Spreadsheet Server Formula Calculations). Opens the Settings panel, allowing the user to define various criteria to control processing (see User Settings).
Getting Started 14 3.2 Starting Spreadsheet Server Follow the steps below to start the add-in component of Spreadsheet Server. · When user settings are set to start Spreadsheet Server during Excel startup, then step 2 is not applicable. · When unattended (auto) signon is activated, steps 3 thru 5 are not applicable. 1. Start Excel. 2. In Excel from the SServer Disabled menu, select Start Spreadsheet Server -or- select the SS ribbon equivalent (see SS Ribbon). The Sign On to Spreadsheet Server dialog box appears. 3. On the Sign On dialog box identify the following information: · Host Name or IP Address (iSeries system name or IP address) · Database Library Name (name of library containing General Ledger data) · User ID (standard iSeries sign on) · Password (standard iSeries password) 4. Click OK. 5. For BPCS 6.02 users only, on the BPCS Chart of Accounts Name panel specify the name of the chart of accounts to be used and click OK. Global Software, Inc.
- Page 1 and 2: Global Software, Inc.'s Spreadsheet
- Page 3 and 4: Spreadsheet Server for use with BPC
- Page 5 and 6: Contents II View or Modify ........
- 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 and 14: Getting Started 10 Menu Item Genera
- Page 15: Getting Started 12 3.1.3 SS Ribbon
- Page 19 and 20: Getting Started 16 Note: The exampl
- Page 21 and 22: Getting Started 18 3.3.2 Control Pa
- Page 23 and 24: Getting Started 20 Field Miscellane
- Page 25 and 26: Getting Started 22 3. Use the table
- Page 27 and 28: Getting Started 24 5. Use the table
- Page 29 and 30: Getting Started 26 7. The Performan
- Page 31 and 32: Building Spreadsheets 28 4.1 Build
- Page 33 and 34: Building Spreadsheets 30 Field Desc
- Page 35 and 36: Building Spreadsheets 32 4.1.1 Buil
- Page 37 and 38: Building Spreadsheets 34 4.1.3 Buil
- Page 39 and 40: Building Spreadsheets 36 3. Use the
- Page 41 and 42: Building Spreadsheets 38 5. Use the
- Page 43 and 44: Building Spreadsheets 40 4.3 GXD Fo
- Page 45 and 46: Building Spreadsheets 42 4.5 GXL Fo
- Page 47 and 48: Building Spreadsheets 44 Formula Ex
- Page 49 and 50: Building Spreadsheets 46 Format For
- Page 51 and 52: Building Spreadsheets 48 4.8 GXA Fo
- Page 53 and 54: Building Spreadsheets 50 4.10 Locat
- Page 55 and 56: Building Spreadsheets 52 4.11 List
- Page 57 and 58: Building Spreadsheets 54 To Expand
- Page 59 and 60: Building Spreadsheets 56 6. To copy
- Page 61 and 62: Building Spreadsheets 58 4.13.3 SSL
- Page 63 and 64: Calculations 60 5 Calculations 5.1
- Page 65 and 66: Drill Down Functionality 62 6 Drill
Getting Started 14<br />
3.2 Starting <strong>Spreadsheet</strong> <strong>Server</strong><br />
Follow the steps below to start the add-in component of <strong>Spreadsheet</strong> <strong>Server</strong>.<br />
· When <strong>use</strong>r settings are set to start <strong>Spreadsheet</strong> <strong>Server</strong> during Excel startup, then step 2 is not applicable.<br />
· When unattended (auto) signon is activated, steps 3 thru 5 are not applicable.<br />
1. Start Excel.<br />
2. In Excel from the S<strong>Server</strong> Disabled menu, select Start <strong>Spreadsheet</strong> <strong>Server</strong> -or- select the SS ribbon equivalent<br />
(see SS Ribbon). The Sign On to <strong>Spreadsheet</strong> <strong>Server</strong> dialog box appears.<br />
3. On the Sign On dialog box identify the following in<strong>for</strong>mation:<br />
· Host Name or IP Address (iSeries system name or IP address)<br />
· Database Library Name (name of library containing General Ledger data)<br />
· User ID (standard iSeries sign on)<br />
· Password (standard iSeries password)<br />
4. Click OK.<br />
5. For <strong>BPCS</strong> 6.02 <strong>use</strong>rs only, on the <strong>BPCS</strong> Chart of Accounts Name panel specify the name of the chart of<br />
accounts to be <strong>use</strong>d and click OK.<br />
<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.
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