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.
75 Spreadsheet Server for use with BPCS - Release V12 R4 M11 8 Miscellaneous Features 8.1 SS Validation Spreadsheet Server gives the user the ability to create a validation list in a specific cell in Excel. Validation lists are drop down lists that allow the user to choose from a valid list of options/field values. 1. Select a cell to hold the validation list and right click. A popup menu appears. 2. From the popup menu, select SS Validation. The Data Validation panel displays. Nav Tip:Steps 1 and 2 may be replaced by selecting a cell and selecting the SS toolbar or ribbon equivalent (see SS Toolbar or SS Ribbon). 3. Select the type of data for which to build a list or enter valid values separated by a comma in the Custom field, and click OK to push validation to the current cell. Note: Validation Lists are limited by Excel to 255 characters. 4. On the Excel worksheet when the appropriate cell is selected, a drop down button appears indicating that valid values exist for the cell. Click on the drop down arrow button to display the Validation List. 5. Click on the desired value. The system returns the selected value to the appropriate cell. 6. To maintain valid values for a cell, select the cell and from the Excel menu, select Data>Validation -or- from the Ribbon select Data>Data Tools>Data Validation. The Data Validation panel appears. Refer to Excel Help for additional instructions.
Miscellaneous Features 76 8.2 Account Security An Accounts Profile allows an administrator to control the account strings that a particular user may access. An Accounts Profile may be set up via the Maintain Accounts Profile button (see instructions below) or via the Application Configurator. If Override User Account Profile values are assigned to the user in the Application Configurator, then the Maintain Accounts Profile function is only used to display, not maintain, Accounts Profiles. 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. Click the Maintain Accounts Profile button. The Accounts Profile panel appears. Nav Tip:This panel may also be accessed by selecting the Accounts Profile tab on the Control Panel. Note: The example shown above is for Version 6+. 3. Use the Segment Labels drop down list to select the ledger or Designer GL definition for which to display account segments. 4. In the Account Mask fields on the Accounts Profile panel, specify the account string to which the user will have access and click the Add button. Single account strings, ranges, wildcards, segment lists and value lists may be entered. A maximum of 20 different account strings is allowed per profile. Note: When using a segment list, the segment list may not include "excluded" values. 5. Repeat steps 3 and 4 until all account masks for the account profile have been added. 6. To remove an account mask from the list, select the value in the grid and click the Remove button. To remove all account masks from the list, click the Clear All button. Global Software, Inc.
- Page 27 and 28: Getting Started 24 5. Use the table
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- Page 57 and 58: Building Spreadsheets 54 To Expand
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- Page 61 and 62: Building Spreadsheets 58 4.13.3 SSL
- Page 63 and 64: Calculations 60 5 Calculations 5.1
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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
Miscellaneous Features 76<br />
8.2 Account Security<br />
An Accounts Profile allows an administrator to control the account strings that a particular <strong>use</strong>r may access. An<br />
Accounts Profile may be set up via the Maintain Accounts Profile button (see instructions below) or via the<br />
Application Configurator. If Override User Account Profile values are assigned to the <strong>use</strong>r in the Application<br />
Configurator, then the Maintain Accounts Profile function is only <strong>use</strong>d to display, not maintain, Accounts Profiles.<br />
1. In Excel from the S<strong>Server</strong> menu, select Settings. The General Settings panel appears.<br />
Nav Tip:This panel may also be accessed by selecting the Settings tab on the Control Panel -or- by selecting<br />
the SS toolbar or ribbon equivalent (see SS Toolbar or SS Ribbon).<br />
2. Click the Maintain Accounts Profile button. The Accounts Profile panel appears.<br />
Nav Tip:This panel may also be accessed by selecting the Accounts Profile tab on the Control Panel.<br />
Note: The example shown above is <strong>for</strong> Version 6+.<br />
3. Use the Segment Labels drop down list to select the ledger or Designer GL definition <strong>for</strong> which to display<br />
account segments.<br />
4. In the Account Mask fields on the Accounts Profile panel, specify the account string to which the <strong>use</strong>r will<br />
have access and click the Add button. Single account strings, ranges, wildcards, segment lists and value<br />
lists may be entered. A maximum of 20 different account strings is allowed per profile.<br />
Note: When using a segment list, the segment list may not include "excluded" values.<br />
5. Repeat steps 3 and 4 until all account masks <strong>for</strong> the account profile have been added.<br />
6. To remove an account mask from the list, select the value in the grid and click the Remove button. To<br />
remove all account masks from the list, click the Clear All button.<br />
<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.
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