Spreadsheet Server for use with Global Software
Spreadsheet Server for use with Global Software Spreadsheet Server for use with Global Software
43Spreadsheet Server for use with Global Software8 Review Account Master8.1 List AccountsSpreadsheet Server enables the user to generate a list of existing accounts. Filtering is available to controlwhich accounts are listed.1. From the Excel menu, select SServer>List Accounts. The List Accounts panel appears.2. On the List Accounts panel, specify the desired filter for which to display accounts and click the ListAccounts button. The appropriate accounts are displayed on the List Accounts panel. If the filter is leftblank, the system will retrieve all account masters. When using a filter, a valid account string combinationshould be used. In addition, the filter can include ranges, segment lists, and/or wildcards.3. To sort the data in the grid by a specific column, click the column heading (ascending) or hold down theShift Key and click the column heading (descending).
Review Account Master 448.2 Copy Accounts from Account ListSpreadsheet Server allows copying accounts from the List Accounts Screen into the spreadsheet.1. From the List Accounts panel, select the desired account(s):· To copy a single account -- select the desired account and right click. A popup panel appears.Note: May use short cut Ctrl+S for copying the selected record.· To select multiple accounts -- press and hold the Ctrl key as accounts are selected on the gridrows. Right click on the grid. A popup menu appears.Note: May use short cut Ctrl+S for copying selected records.· To copy all accounts in the grid -- right click on the grid. A popup menu appears.Note: May use short cut Ctrl+A for copying all accounts in the grid.2. On the popup panel, select the appropriate copy function to indicate whether to copy only selectaccounts or to copy all accounts. The List Accounts Copy Options panel appears.3. On the List Accounts Copy Options panel, specify the following processing criteria:· Segment Control - Separate Account Segments - Indicate whether or not to parse the accountstrings into the appropriate segments and columns.· Indicate whether to include the first account segment.· Indicated whether to include account descriptions.4. Click the OK button.Global Software, Inc.
- Page 1 and 2: Spreadsheet Serverfor use with Glob
- Page 3 and 4: Spreadsheet Server for use with Glo
- Page 5 and 6: ContentsII5 Drill Down ............
- Page 7 and 8: Spreadsheet Server Overview 41.2 Fe
- Page 9 and 10: Spreadsheet Server Installation 62.
- Page 11 and 12: Getting Started 83 Getting Started3
- Page 13 and 14: Getting Started 102. Use the table
- Page 15 and 16: Getting Started 124. Use the table
- Page 17 and 18: Load Local PC Database (optional) 1
- Page 19 and 20: Load Local PC Database (optional) 1
- Page 21 and 22: Building Spreadsheets 185.1 Workshe
- Page 23 and 24: Building Spreadsheets 205.2 GXD For
- Page 25 and 26: Global Software, Inc.Building Sprea
- Page 27 and 28: Building Spreadsheets 245.5 GXA For
- Page 29 and 30: Building Spreadsheets 265.7 Spreads
- Page 31 and 32: Building Spreadsheets 285.7.3 Using
- Page 33 and 34: Building Spreadsheets 305.7.5 View
- Page 35 and 36: Refresh Calculations 326.2 Review/R
- Page 37 and 38: Drill Down Functionality 347.1.1 Gr
- Page 39 and 40: Drill Down Functionality 36may need
- Page 41 and 42: Drill Down Functionality 387.2 Dril
- Page 43 and 44: Drill Down Functionality 407.4 Dril
- Page 45: Drill Down Functionality 427.6 Dril
- Page 49 and 50: Global Software, Inc.Miscellaneous
- Page 51 and 52: Miscellaneous Features 48identified
- Page 53 and 54: Miscellaneous Features 50and it has
- Page 55 and 56: Miscellaneous Features 526. On the
- Page 57 and 58: Miscellaneous Features 549.6 Disabl
- Page 59: Index 56- H -hide zero balance rows
Review Account Master 448.2 Copy Accounts from Account List<strong>Spreadsheet</strong> <strong>Server</strong> allows copying accounts from the List Accounts Screen into the spreadsheet.1. From the List Accounts panel, select the desired account(s):· To copy a single account -- select the desired account and right click. A popup panel appears.Note: May <strong>use</strong> short cut Ctrl+S <strong>for</strong> copying the selected record.· To select multiple accounts -- press and hold the Ctrl key as accounts are selected on the gridrows. Right click on the grid. A popup menu appears.Note: May <strong>use</strong> short cut Ctrl+S <strong>for</strong> copying selected records.· To copy all accounts in the grid -- right click on the grid. A popup menu appears.Note: May <strong>use</strong> short cut Ctrl+A <strong>for</strong> copying all accounts in the grid.2. On the popup panel, select the appropriate copy function to indicate whether to copy only selectaccounts or to copy all accounts. The List Accounts Copy Options panel appears.3. On the List Accounts Copy Options panel, specify the following processing criteria:· Segment Control - Separate Account Segments - Indicate whether or not to parse the accountstrings into the appropriate segments and columns.· Indicate whether to include the first account segment.· Indicated whether to include account descriptions.4. Click the OK button.<strong>Global</strong> <strong>Software</strong>, Inc.
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