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

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

3. Use the table to enter data on the GXL - <strong>Spreadsheet</strong> <strong>Server</strong> Template Wizard panel.<br />

Field<br />

GXL:<br />

Worksheet<br />

Starting Column<br />

Starting Row<br />

Datagroup (Version 4.05)<br />

Ledger (Version 6+)<br />

Book (Version 6+)<br />

Year (Version 6+)<br />

Format<br />

Period<br />

Available Designer GL<br />

Definitions<br />

Line Description<br />

Clear Worksheet<br />

Do Not Clear Worksheet<br />

Shift Worksheet Data<br />

Insert Column Data Only<br />

Skip a Row<br />

Invert Sign<br />

Account Segments:<br />

Display/Use<br />

Row/Col<br />

Description<br />

Returns a single balance from the ledger. Refer to<br />

GXL Formula <strong>for</strong> Account Values <strong>for</strong> more in<strong>for</strong>mation.<br />

Identify the worksheet name which will receive the template.<br />

Identify the starting column <strong>for</strong> the template.<br />

Identify the starting row <strong>for</strong> the template.<br />

Identify the data type. Valid options are CURRENT, PRIOR, FUTURE,<br />

BUDGETA, BUDGETB, and CBnn (where nn is the budget number).<br />

Identify the CEA ledger.<br />

Identify the CEA book.<br />

Identify the reporting year.<br />

Identify the time range <strong>for</strong> which to retrieve data. Valid <strong>for</strong>mats are PER,<br />

QTR, YTD, LTD, RANGE, PERJ, QTRJ and YTDJ.<br />

Specify the corresponding period, quarter number, or range of periods<br />

(i.e. 1.5 <strong>for</strong> periods 1 thru 5) <strong>for</strong> the specified <strong>for</strong>mat.<br />

If applicable, <strong>use</strong> the drop down box to select a Designer GL Definition<br />

from which to retrieve data. After selecting a value, the system changes<br />

the parameters on the panel to match the selected definition.<br />

Enter a description <strong>for</strong> the account or group of accounts specified.<br />

Select the radio button to clear all cell data on the target worksheet<br />

when inserting data. For an example refer to<br />

Build a Template GXL Using Clear / Do Not Clear Worksheet.<br />

Select the radio button to not clear cell data on the target worksheet<br />

when inserting data. For an example refer to<br />

Build a Template GXL Using Clear / Do Not Clear Worksheet.<br />

Select the radio button to insert the GXL <strong>for</strong>mula in the target cell and to<br />

insert the ledger and segment specific data to newly inserted columns<br />

and rows to the top and to the left of the existing worksheet data. For an<br />

example refer to Build a Template GXL Using Shift Worksheet Data.<br />

Note: The Shift option does not function <strong>for</strong> Excel 2000 and prior.<br />

This check box becomes active after data has been inserted using the<br />

Insert icon on the toolbar. Select the check box to insert an additional<br />

column of parameters. For an example refer to<br />

Build a Template GXL Using Insert Column Data Only.<br />

Select the check box to insert an additional row between the last column<br />

parameter and the account segment title row.<br />

Select the check box to reverse the account balance sign displayed.<br />

If necessary, <strong>use</strong> the scroll bar to access additional account segments.<br />

Note: The segments available are based upon the Ledger Type and<br />

Chart being <strong>use</strong>d.<br />

Select the check box to include the account segment.<br />

Note: Segments may only be excluded from the bottom up.<br />

Select the button to toggle between Row and Col to indicate if the<br />

account segment will be located in the template parameters column or<br />

by default, on the template account segment row.

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