BPCS Load Local Data

For BPCS ledgers, the option exists to download account balance information to a local database, allowing for optimized calculation speeds.

In Excel, from the Spreadsheet Server Ribbon, select Settings. The Spreadsheet Server Settings > General panel appears.

Tip: This panel may also be accessed by clicking the Settings button in the Control Panel.

From the navigation pane under Ledger Specifics, select the appropriate BPCS ledger. The selected Spreadsheet Server Settings > Ledger Specifics panel appears.
In the Ledger Specifics panel, click the Load Local PC Database button. The Load Local PC Database panel appears.

The top portion of the panel identifies the location of the local database. This setting defaults to the user's Spreadsheet Server Settings, but may be changed by clicking the Browse button and selecting a new location.
Select whether or not to include the chart of accounts and/or segment descriptions in the download. Additionally, the middle portion of the panel displays the existing data in the database. Click the ledger to be downloaded. To make multiple selections, hold the Ctrl key and click the desired ledgers, or, to select all ledgers, click the Select All button.
When selection is complete, click the Load BPCS Local Database button. The progress of the download displays in the bottom portion of the panel. To stop the download process, click the Stop Loading button.
When the download is complete, click OK.