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.
55 Spreadsheet Server for use with BPCS - Release V12 R4 M11 4.13 Spreadsheet Server Segment Lists 4.13.1 Create/Maintain Segment Lists Spreadsheet Server Segment Lists are used to create a hierarchy of individual segments which can be used in a single GXL formula. A segment list may be used within a standard GXL formula by replacing any of the account segment values with the desired segment list name. A caret symbol (^) must be inserted prior to the segment list name in the formula for the system to recognize the segment list. A user's ability to create/maintain segment lists is determined by a parameter setting on the user's User tab in the Configurator component. 1. In Excel from the SS toolbar or ribbon, select Segment Lists (see SS Toolbar or SS Ribbon). The Maintain Segment Lists panel appears. Nav Tip:This panel may also be accessed by selecting the Segment Lists tab on the Control Panel -or- by selecting the Maintain Segment Lists button on the General Settings panel. 2. To create a new segment list, enter a segment list name and description, then click the Add List button. This action creates the segment list header. 3. Enter the desired segment values in the Segment List Value field. Click the Add Inclusive Value or Add Exclusive Value button depending on desired criteria. If a value is excluded, a slash will appear in front of the list value. Single segment values, ranges, wildcards, or existing segment lists (nested) can be used. Segment lists can be used for any portion of the account string. When all values have been entered, click OK. 4. To remove a value from the segment list, select the value in the grid and click the Remove Value button. 5. To change an existing segment list's description or segment list values, select the desired segment list and key over the description and/or update the segment list values. When changes are complete, click OK.
Building Spreadsheets 56 6. To copy or delete a segment list, select the list and click either the Copy List or Remove List button. 7. To paste a segment list name to the current active cell on a spreadsheet, select the segment list and click the Insert List icon on the toolbar. 8. To copy all segment list names to the clipboard, click the Copy Segment Lists icon on the toolbar. 9. To lock a segment list, select the list and click the Lock icon on the toolbar. The Password dialog box appears. Enter the desired password and click OK. Locking the segment list allows other users to access the segment list but prevents changes from being made. 10. To unlock a segment list, select the list and click the Unlock icon on the toolbar. The Password dialog box appears. Enter a valid password and click OK. Note: In the event all segment lists are locked and the individual required passwords are lost or forgotten, contact Global for instructions and the required password for unlocking the segment lists. 11. To purge the balances in the PC Cache file for a segment list, select the list and click the Purge List from Cache icon on the toolbar. This action can be used if a segment list is deleted or if list values are altered. 12. To import segment lists from other users' segment list .mdb files or from an ad-hoc, click the Import Segment Lists icon on the toolbar. The system prompts for the source from which to import the segment list, either an ad-hoc or a segment list mdb. Select the appropriate source. This action opens either a list of existing adhocs or the Windows Explorer panel. Select the desired ad-hoc -or- browse to the location of the segment list .mdb file. Once an ad-hoc or .mdb file is selected and the values have been imported, the Maintain Segment Lists panel is automatically closed. 13. To access a list of valid values or a list of hierarchy values for each account segment, click the Locate Segment icon on the toolbar. The Locate a Segment Value or Hierarchy panel appears. Refer to Locate Segment Value or Hierarchy for more information. 14. To perform a mass clean up of the segment list mdb file based upon filter criteria, click the Cleanup Segment List Database icon on the toolbar. This function is password protected. Contact Global for more information. 15. When the segment list(s) is complete, click OK. Global Software, Inc.
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- Page 11 and 12: Getting Started 8 3 Getting Started
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- Page 21 and 22: Getting Started 18 3.3.2 Control Pa
- Page 23 and 24: Getting Started 20 Field Miscellane
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- Page 43 and 44: Building Spreadsheets 40 4.3 GXD Fo
- Page 45 and 46: Building Spreadsheets 42 4.5 GXL Fo
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- 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: Building Spreadsheets 54 To Expand
- 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
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- Page 75 and 76: Review Account Master 72 7.3 View A
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- 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
55<br />
<strong>Spreadsheet</strong> <strong>Server</strong> <strong>for</strong> <strong>use</strong> <strong>with</strong> <strong>BPCS</strong> - Release V12 R4 M11<br />
4.13 <strong>Spreadsheet</strong> <strong>Server</strong> Segment Lists<br />
4.13.1 Create/Maintain Segment Lists<br />
<strong>Spreadsheet</strong> <strong>Server</strong> Segment Lists are <strong>use</strong>d to create a hierarchy of individual segments which can be <strong>use</strong>d in<br />
a single GXL <strong>for</strong>mula. A segment list may be <strong>use</strong>d <strong>with</strong>in a standard GXL <strong>for</strong>mula by replacing any of the<br />
account segment values <strong>with</strong> the desired segment list name. A caret symbol (^) must be inserted prior to the<br />
segment list name in the <strong>for</strong>mula <strong>for</strong> the system to recognize the segment list. A <strong>use</strong>r's ability to<br />
create/maintain segment lists is determined by a parameter setting on the <strong>use</strong>r's User tab in the Configurator<br />
component.<br />
1. In Excel from the SS toolbar or ribbon, select Segment Lists (see SS Toolbar or SS Ribbon). The Maintain<br />
Segment Lists panel appears.<br />
Nav Tip:This panel may also be accessed by selecting the Segment Lists tab on the Control Panel -or- by<br />
selecting the Maintain Segment Lists button on the General Settings panel.<br />
2. To create a new segment list, enter a segment list name and description, then click the Add List button. This<br />
action creates the segment list header.<br />
3. Enter the desired segment values in the Segment List Value field. Click the Add <strong>Inc</strong>lusive Value or Add<br />
Exclusive Value button depending on desired criteria. If a value is excluded, a slash will appear in front of<br />
the list value. Single segment values, ranges, wildcards, or existing segment lists (nested) can be <strong>use</strong>d.<br />
Segment lists can be <strong>use</strong>d <strong>for</strong> any portion of the account string. When all values have been entered, click<br />
OK.<br />
4. To remove a value from the segment list, select the value in the grid and click the Remove Value button.<br />
5. To change an existing segment list's description or segment list values, select the desired segment list and key<br />
over the description and/or update the segment list values. When changes are complete, click OK.
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