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.
61 Spreadsheet Server for use with BPCS - Release V12 R4 M11 5.2 Review/Refresh PC Cache When spreadsheets are calculated, Spreadsheet Server stores the account balances in the PC's cache database. Spreadsheet Server will first look at the PC cache for account balances prior to retrieving the information from the host. As a result, it may be necessary to clear and recalculate the PC cache file when any of the following occur: · Data has changed on the host system since the prior calculation. · A segment list has changed since the prior calculation. · The accounts profile has changed since the prior calculation. 1. In Excel from the SServer menu, select PC Cache. The PC Cache panel appears displaying the cached records. Nav Tip:This panel may also be accessed by selecting View PC Cache on the Cache tab on the Control Panel -or- by selecting the SS ribbon equivalent (see SS Ribbon). 2. To refresh the account balances during an Excel session, the cache records should be cleared. · To clear all records in the cache -- click the Clear All button. · To clear selected records -- select the desired records in the grid and click the Clear Selected Rows button. · To clear cache for a selected worksheet -- select the desired worksheet from the drop down list and click the Clear Selected Sheet button. 3. After the cache records have been cleared, the system assigns a default Recalculation Option. If necessary, use the drop down list to select a different recalculation option. Value options are: · Trigger Excel to automatically recalculate the entire workbook after closing the PC Cache panel. · Trigger Excel to automatically recalculate the entire worksheet after closing the PC Cache panel. · Do not trigger Excel to recalculate the after closing the PC Cache panel. 4. To automatically trigger the PC Cache refresh, in Excel from the SServer menu select Clear PC Cache and Recalculate. Nav Tip:This refresh may also be launched by using the shortcut key Shift+Ctrl+R -or- by selecting the SS toolbar or ribbon equivalent (see SS Toolbar or SS Ribbon).
Drill Down Functionality 62 6 Drill Down Functionality 6.1 General Grid Features Within each of the drill down grids of Spreadsheet Server, the following features exist: Crtl+Q Ad Hoc Drill Downs Closes all open drill down panels. To drill down from a predefined grid to information retrieved by an ad hoc query, select the desired record within the grid. Right click and select Ad Hoc Drill Down. On the Ad Hoc Queries panel, select the query to be used for drill down and click Execute. In some cases, when Ad Hoc Drill Down is initially selected, the system will go directly to the drill down (not allowing the user to select a query). Optionally, select the desired record within the grid, right click and select the desired ad hoc query from the bottom section of the popup menu. Copy Export Re-sort Columns Autosize Columns Dynamic Column Groupings Contact Global for more information on ad hoc queries. Select the desired records within the grid. Right click and copy the records to the Windows clipboard or directly to a worksheet. Select the desired records within the grid. Right click and export the records to the desired file format. To re-sort a column in ascending order, click the column heading. To re-sort a column in descending order, click the column heading a second time. To automatically resize column widths in a grid to the maximum length required for the header and/or data, right click and select Autosize. To selectively summarize the amount columns by any column and to group the records by any column, drag the column heading into the summary section of the panel. Multiple levels of summarization can be created. Global Software, Inc.
- Page 13 and 14: Getting Started 10 Menu Item Genera
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- 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
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- Page 69 and 70: Drill Down Functionality 66 6.3 Dri
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- Page 97 and 98: Index 94 Index - A - account 72 bal
- Page 99: Index 96 - P - PC cache 17, 61 prod
Drill Down Functionality 62<br />
6 Drill Down Functionality<br />
6.1 General Grid Features<br />
Within each of the drill down grids of <strong>Spreadsheet</strong> <strong>Server</strong>, the following features exist:<br />
Crtl+Q<br />
Ad Hoc Drill<br />
Downs<br />
Closes all open drill down panels.<br />
To drill down from a predefined grid to in<strong>for</strong>mation retrieved by an ad hoc query, select<br />
the desired record <strong>with</strong>in the grid. Right click and select Ad Hoc Drill Down. On the Ad<br />
Hoc Queries panel, select the query to be <strong>use</strong>d <strong>for</strong> drill down and click Execute. In some<br />
cases, when Ad Hoc Drill Down is initially selected, the system will go directly to the drill<br />
down (not allowing the <strong>use</strong>r to select a query).<br />
Optionally, select the desired record <strong>with</strong>in the grid, right click and select the desired ad<br />
hoc query from the bottom section of the popup menu.<br />
Copy<br />
Export<br />
Re-sort<br />
Columns<br />
Autosize<br />
Columns<br />
Dynamic<br />
Column<br />
Groupings<br />
Contact <strong>Global</strong> <strong>for</strong> more in<strong>for</strong>mation on ad hoc queries.<br />
Select the desired records <strong>with</strong>in the grid. Right click and copy the records to the<br />
Windows clipboard or directly to a worksheet.<br />
Select the desired records <strong>with</strong>in the grid. Right click and export the records to the<br />
desired file <strong>for</strong>mat.<br />
To re-sort a column in ascending order, click the column heading. To re-sort a column in<br />
descending order, click the column heading a second time.<br />
To automatically resize column widths in a grid to the maximum length required <strong>for</strong> the<br />
header and/or data, right click and select Autosize.<br />
To selectively summarize the amount columns by any column and to group the records<br />
by any column, drag the column heading into the summary section of the panel. Multiple<br />
levels of summarization can be created.<br />
<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.
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