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.
I Spreadsheet Server for use with BPCS - Release V12 R4 M11 Table of Contents Part I Spreadsheet Server Overview 3 1 Introducing Spreadsheet ................................................................................................................................... Server 3 2 Features & Benefits ................................................................................................................................... 4 Part II Spreadsheet Server Installation 5 1 Additional Components ................................................................................................................................... 5 2 Spreadsheet Server ................................................................................................................................... Installation 6 3 Uninstall Process ................................................................................................................................... 7 Part III Getting Started 8 1 Navigation ................................................................................................................................... 8 SServer Menu .......................................................................................................................................................... 9 SS Toolbar .......................................................................................................................................................... 11 SS Ribbon .......................................................................................................................................................... 12 2 Starting Spreadsheet ................................................................................................................................... Server 14 3 Control Panel ................................................................................................................................... Overview 15 Control Panel .......................................................................................................................................................... - Cache Options 17 Control Panel .......................................................................................................................................................... - Help Options 18 4 User Settings ................................................................................................................................... 19 Part IV Building Spreadsheets 27 1 Build a Template ................................................................................................................................... 28 Build a Template .......................................................................................................................................................... GXL Using Clear / Do Not Clear Worksheet 32 Build a Template .......................................................................................................................................................... GXL Using Insert Column Data Only 33 Build a Template .......................................................................................................................................................... GXL Using Shift Worksheet Data 34 2 Formula Assistant ................................................................................................................................... 35 3 GXD Formula ................................................................................................................................... 40 4 GSV Formula ................................................................................................................................... for Account Segment Descriptions 41 5 GXL Formula ................................................................................................................................... for Account Values 42 6 GXA Formula ................................................................................................................................... for Account Values 45 7 GXA Formula ................................................................................................................................... for Statistics 47 8 GXA Formula ................................................................................................................................... for Budget Manager Data 48 9 Using Value ................................................................................................................................... Lists in a GXL Formula 49 10 Locate Segment ................................................................................................................................... Value or Hierarchy 50 11 List Accounts ................................................................................................................................... for a GXL Formula 52 12 Expand/Collapse ................................................................................................................................... Row for a GXL Formula 53 13 Spreadsheet ................................................................................................................................... Server Segment Lists 55 Create/Maintain .......................................................................................................................................................... Segment Lists 55 Using Segment .......................................................................................................................................................... Lists in a GXL Formula 57 SSLDESC Formula .......................................................................................................................................................... 58 © 2011 ... Global Software, Inc.
Contents II View or Modify .......................................................................................................................................................... Segment List Values from within Excel 59 Part V Calculations 60 1 Calculation Options ................................................................................................................................... 60 2 Review/Refresh ................................................................................................................................... PC Cache 61 Part VI Drill Down Functionality 62 1 General Grid ................................................................................................................................... Features 62 Copying/Exporting .......................................................................................................................................................... Records 64 2 Drill Down to ................................................................................................................................... Detailed Account Balances 65 3 Drill Down to ................................................................................................................................... Multiple Column Account Balances 66 4 Drill Down to ................................................................................................................................... Journals per Account(s) 67 5 Drill Down to ................................................................................................................................... Journal Entry Lines 68 6 Drill Down to ................................................................................................................................... Detail Journal Entry Lines 69 Part VII Review Account Master 70 1 List Accounts ................................................................................................................................... 70 2 Copy Accounts ................................................................................................................................... from Account List 71 3 View Account ................................................................................................................................... Balances 72 Part VIII Miscellaneous Features 75 1 SS Validation ................................................................................................................................... 75 2 Account Security ................................................................................................................................... 76 3 Load Local Data ................................................................................................................................... 78 4 Generate Account ................................................................................................................................... Detail for Current Sheet 79 5 Expand Detail ................................................................................................................................... Reports - Account Details 80 Expand a Single .......................................................................................................................................................... Source Line 81 Expand Multiple .......................................................................................................................................................... Source Lines 84 6 Expand Detail ................................................................................................................................... Reports - Journals Only 87 7 Hide Rows with ................................................................................................................................... Zero Balances 89 8 Disable / Enable ................................................................................................................................... Spreadsheet Server Formula Calculations 90 9 Reset Host Server ................................................................................................................................... Connection 91 10 View Log Entries ................................................................................................................................... 92 Index 94 © 2011 ... Global Software, Inc.
- Page 1 and 2: Global Software, Inc.'s Spreadsheet
- Page 3: Spreadsheet Server for use with BPC
- 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 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
Contents<br />
II<br />
View or Modify .......................................................................................................................................................... Segment List Values from <strong>with</strong>in Excel<br />
59<br />
Part V Calculations 60<br />
1 Calculation Options ................................................................................................................................... 60<br />
2 Review/Refresh ................................................................................................................................... PC Cache<br />
61<br />
Part VI Drill Down Functionality 62<br />
1 General Grid ................................................................................................................................... Features<br />
62<br />
Copying/Exporting .......................................................................................................................................................... Records<br />
64<br />
2 Drill Down to ................................................................................................................................... Detailed Account Balances<br />
65<br />
3 Drill Down to ................................................................................................................................... Multiple Column Account Balances<br />
66<br />
4 Drill Down to ................................................................................................................................... Journals per Account(s)<br />
67<br />
5 Drill Down to ................................................................................................................................... Journal Entry Lines<br />
68<br />
6 Drill Down to ................................................................................................................................... Detail Journal Entry Lines<br />
69<br />
Part VII Review Account Master 70<br />
1 List Accounts ................................................................................................................................... 70<br />
2 Copy Accounts ................................................................................................................................... from Account List<br />
71<br />
3 View Account ................................................................................................................................... Balances<br />
72<br />
Part VIII Miscellaneous Features 75<br />
1 SS Validation ................................................................................................................................... 75<br />
2 Account Security ................................................................................................................................... 76<br />
3 Load Local Data ................................................................................................................................... 78<br />
4 Generate Account ................................................................................................................................... Detail <strong>for</strong> Current Sheet<br />
79<br />
5 Expand Detail ................................................................................................................................... Reports - Account Details<br />
80<br />
Expand a Single .......................................................................................................................................................... Source Line<br />
81<br />
Expand Multiple .......................................................................................................................................................... Source Lines<br />
84<br />
6 Expand Detail ................................................................................................................................... Reports - Journals Only<br />
87<br />
7 Hide Rows <strong>with</strong> ................................................................................................................................... Zero Balances<br />
89<br />
8 Disable / Enable ................................................................................................................................... <strong>Spreadsheet</strong> <strong>Server</strong> Formula Calculations<br />
90<br />
9 Reset Host <strong>Server</strong> ................................................................................................................................... Connection<br />
91<br />
10 View Log Entries ................................................................................................................................... 92<br />
Index 94<br />
© 2011 ... <strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.
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