Spreadsheet Server for use with Movex - Global Software, Inc.
Spreadsheet Server for use with Movex - Global Software, Inc. Spreadsheet Server for use with Movex - Global Software, Inc.
55Spreadsheet Server for use with Movex - Release V12 R5 M15.2 Review/Refresh PC CacheWhen spreadsheets are calculated, Spreadsheet Server stores the account balances in the PC's cachedatabase. Spreadsheet Server will first look at the PC cache for account balances prior to retrieving theinformation from the host. As a result, it may be necessary to clear and recalculate the PC cache file when anyof 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 cachedrecords.Nav Tip:This panel may also be accessed by selecting View PC Cache on the Cache tab on the ControlPanel -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 theClear 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 andRecalculate.Nav Tip:This refresh may also be launched by pressing Shift+Ctrl+R -or- by selecting the SS toolbar orribbon equivalent (see SS Toolbar or SS Ribbon).
Drill Down Functionality 566 Drill Down Functionality6.1 General Grid FeaturesWithin each of the drill down grids of Spreadsheet Server, the following features exist:Crtl+QAd Hoc DrillDownsCloses all open drill down panels.To drill down from a predefined grid to information retrieved by an ad hoc query, selectthe desired record within the grid. Right click and select Ad Hoc Drill Down. On the AdHoc Queries panel, select the query to be used for drill down and click Execute. In somecases, when Ad Hoc Drill Down is initially selected, the system will go directly to the drilldown (not allowing the user to select a query).Optionally, select the desired record within the grid, right click and select the desired adhoc query from the bottom section of the popup menu.CopyExportRe-sortColumnsAutosizeColumnsDynamicColumnGroupingsContact Global for more information on ad hoc queries.Select the desired records within the grid. Right click and copy the records to theWindows clipboard or directly to a worksheet.Select the desired records within the grid. Right click and export the records to thedesired file format.To re-sort a column in ascending order, click the column heading. To re-sort a column indescending order, click the column heading a second time.To automatically resize column widths in a grid to the maximum length required for theheader and/or data, right click and select Autosize.To selectively summarize the amount columns by any column and to group the recordsby any column, drag the column heading into the summary section of the panel. Multiplelevels of summarization can be created.Global Software, Inc.
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- Page 9 and 10: Spreadsheet Server Installation 62.
- Page 11 and 12: Getting Started 83 Getting Started3
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- Page 17 and 18: Getting Started 143.2 Starting Spre
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- Page 43 and 44: Building Spreadsheets 404.4 GXL For
- Page 45 and 46: Building Spreadsheets 42Formula Exa
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- Page 49 and 50: Building Spreadsheets 464.7 List Ac
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- Page 55 and 56: Building Spreadsheets 524.9.3 SSLDE
- Page 57: Refresh Calculations 545 Refresh Ca
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- Page 63 and 64: Drill Down Functionality 606.3 Dril
- Page 65 and 66: Drill Down Functionality 626.5 Dril
- Page 67 and 68: Review Account Master 647 Review Ac
- Page 69 and 70: Review Account Master 667.3 View Ac
- Page 71 and 72: Miscellaneous Features 688 Miscella
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- Page 77 and 78: Miscellaneous Features 74Field Desc
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- Page 83 and 84: Miscellaneous Features 80Field Desc
- Page 85 and 86: Miscellaneous Features 828.7 Disabl
- Page 87 and 88: Miscellaneous Features 848.9 View L
- Page 89 and 90: Index 86Index- A -account 66balance
- Page 91: Index 88reset host server connectio
Drill Down Functionality 566 Drill Down Functionality6.1 General Grid FeaturesWithin each of the drill down grids of <strong>Spreadsheet</strong> <strong>Server</strong>, the following features exist:Crtl+QAd Hoc DrillDownsCloses all open drill down panels.To drill down from a predefined grid to in<strong>for</strong>mation retrieved by an ad hoc query, selectthe desired record <strong>with</strong>in the grid. Right click and select Ad Hoc Drill Down. On the AdHoc Queries panel, select the query to be <strong>use</strong>d <strong>for</strong> drill down and click Execute. In somecases, when Ad Hoc Drill Down is initially selected, the system will go directly to the drilldown (not allowing the <strong>use</strong>r to select a query).Optionally, select the desired record <strong>with</strong>in the grid, right click and select the desired adhoc query from the bottom section of the popup menu.CopyExportRe-sortColumnsAutosizeColumnsDynamicColumnGroupingsContact <strong>Global</strong> <strong>for</strong> more in<strong>for</strong>mation on ad hoc queries.Select the desired records <strong>with</strong>in the grid. Right click and copy the records to theWindows clipboard or directly to a worksheet.Select the desired records <strong>with</strong>in the grid. Right click and export the records to thedesired file <strong>for</strong>mat.To re-sort a column in ascending order, click the column heading. To re-sort a column indescending order, click the column heading a second time.To automatically resize column widths in a grid to the maximum length required <strong>for</strong> theheader and/or data, right click and select Autosize.To selectively summarize the amount columns by any column and to group the recordsby any column, drag the column heading into the summary section of the panel. Multiplelevels of summarization can be created.<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.
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