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

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19 Spreadsheet Server for use with BPCS - Release V12 R4 M11 3.4 User Settings User Settings allow the user to define various criteria to control processing. The majority of the options define processing for all users on the PC; however, various options (auto-start, display tooltips and enhanced logging) are defined for each individual user. Settings for General Ledger Type, and Segment List, AdHocs and Designer GL Definition locations may be set and/or overridden based upon parameters defined on the Shared Settings tab in the Configurator component. 1. In Excel from the SServer menu, select Settings. The General Settings panel appears. Nav Tip:This panel may also be accessed by selecting the Settings tab on the Control Panel -or- by selecting the SS toolbar or ribbon equivalent (see SS Toolbar or SS Ribbon). 2. Use the table to enter data on the General Settings panel, or to access other functions.
Getting Started 20 Field Miscellaneous: General Ledger Type Label Language Retrieve from Preloaded Local PC Database Operate Completely Disconnected from Host Connection Options: iSeries/DSN/SQL Server/ Oracle/8i(ODBC)/OLE DB SQL Server Owner Override Network Security and Connections File Standard Options: Start Automatically when Excel Starts Drill Down: Include Zero Balance Accounts List Accounts: Exclude Inactive GXL: Insert Trailing Dash Override List Separator With SQL Timeout Template: Default Currency GXE: Last Column Display Tooltips Enhanced Logging Segment Delimiter Range Delimiter Expand Row Description Identify the General Ledger package being used. Use the drop down list to select the appropriate General Ledger type/name. Identify the language to use when displaying menu labels. Use the drop down list to select the appropriate language. Indicates for Spreadsheet Server to retrieve GL balances from the preloaded local PC database. Otherwise, the system retrieves balances from the host General Ledger system. If Retrieve from Preloaded Local PC Database is selected, this indicates that the user is working completely disconnected from the host system. Otherwise, a connection to the host is required when drilling down to journal entry detail. Identify the provider to be used when connecting to the host General Ledger system. Identifies the connection protocol. Identifies the database owner override. Browse and select the location of the Security and Connections File as specified in the Configurator. This function is password protected. Indicates to sign on to Spreadsheet Server automatically each time Excel is started. Otherwise, Spreadsheet Server must be manually started each time Excel is started. Indicates to include accounts with activity but zero balances in the account balances drill down window. Indicates to exclude inactive accounts from the List Accounts function. Accounts are designated as inactive in the ledger. Indicates to append a dash at the end of the account string. Indicates to use a value other than a comma (,) to separate items in a value list, and indicates the character to use. Indicates the maximum time allowed for a query to run on the host system. Indicates the currency value to default when using the Template Wizard. Identifies the last column GXE formulas will process. Indicates to display tooltips on various Spreadsheet Server panels. Currently tooltips are available on the Settings, Build a Template and Formula Assistant panels. Indicates to record additional error message logging. Once an error has been resolved, clear the log file and to de-select the option for optimal processing. Refer to View Log Entries for more information. Nav Tip: Use the View Log button to display, email or clear the log file. When the Enhanced Logging option is selected, an additional button, View Log, appears on the Spreadsheet Server ribbon in Excel. Specify the delimiter for separating account segments. Specify the delimiter for separating from/to values in a range. This defaults to a period and should only be changed if periods exist within the account segment values. Specify whether the Expand Row function expands detail rows up or down. 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 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 Note: The exampl
Page 21: Getting Started 18 3.3.2 Control Pa
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
Page 67 and 68: Drill Down Functionality 64 6.1.1 C
Page 69 and 70: Drill Down Functionality 66 6.3 Dri
Page 71 and 72: Drill Down Functionality 68 6.5 Dri
Page 73 and 74:
Review Account Master 70 7 Review A
Page 75 and 76:
Review Account Master 72 7.3 View A
Page 77 and 78:
Review Account Master 74 5. To disp
Page 79 and 80:
Miscellaneous Features 76 8.2 Accou
Page 81 and 82:
Miscellaneous Features 78 8.3 Load
Page 83 and 84:
Miscellaneous Features 80 8.5 Expan
Page 85 and 86:
Miscellaneous Features 82 Field Des
Page 87 and 88:
Miscellaneous Features 84 8.5.2 Exp
Page 89 and 90:
Miscellaneous Features 86 5. To gen
Page 91 and 92:
Miscellaneous Features 88 Field Des
Page 93 and 94:
Miscellaneous Features 90 8.8 Disab
Page 95 and 96:
Miscellaneous Features 92 8.10 View
Page 97 and 98:
Index 94 Index - A - account 72 bal
Page 99:
Index 96 - P - PC cache 17, 61 prod
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Spreadsheet Server for use with BPCS - Global Software, Inc.

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