Create or Maintain Segment Lists

Spreadsheet Server segment lists are used to create a hierarchy of individual segments which can be used in a GXL formula. A segment list may be used in a GXL formula by replacing any of the account segment values with the desired segment list name. A caret symbol ( ^ ) must be inserted before the segment list name in the formula for the system to recognize the segment list. A user's ability to create or maintain segment lists is determined by the user's Application Configurator settings.

Click here to watch a video that walks you through this feature.

Create a New Segment List

1. In Excel, from the Spreadsheet Server Ribbon, click Segment Lists. The Segment List Maintenance panel appears.

Tip: This panel may also be accessed by clicking the Segment Lists button in the Control Panel > GL Balances or Query tabs, or, by clicking the Maintain Segment Lists button in the Spreadsheet Server Settings > General panel.



2. To create a new segment list, type a segment list name with no blank spaces or special characters, a description, and, optionally, a user-defined group name, then click the Add button. The segment list is added to the Segment List grid.
3. To create a new segment list value, enter the following data in the Add Segment List Value section of the Segment List Maintenance panel, then click the Add button. The segment list value is added to the Segment List value grid.

Field	Description
And/Or	Specify the transition logic between the values or groups, indicating whether the values in the grouping meet both criteria (AND), or only one (OR), to be included in the segment list. Note: The And/Or selection criteria is ignored for the first list value.
Group	Specify an ID number for grouping different lines in the list together. The default value is 1.
@ Field Alias	If desired, click the drop-down list, and select the alias of the @ field, as defined in Application Configurator, to be used in the segment list.
Comparison	Click the drop-down list, and select the operation to be applied to the value. Valid values are: Between Equal Like Not Between Not Equal Not Like Use Between or Not Between when specifying a range, and Like or Not Like when using a mask (wildcard). Note: The system modifies the comparison value based on the criteria entered in the Value field. Segment lists cannot be excluded (Not Equal).
Value	Specify the value of the criteria. This value may be a segment value, mask (wildcard), range, existing segment list (nesting), full or partial account string, category code, user field value, or custom @ field value. Note: For Infinium, JD Edwards, and SAP special ledgers only, the literals BLANK and NOTBLANK are valid values.

4. Once the segment list is complete, click X to close the window.

Maintain an Existing Segment List

1. In Excel, from the Spreadsheet Server Ribbon, click Segment Lists. The Segment List Maintenance panel appears.

Tip: This panel may also be accessed by clicking the Segment Lists button in the Control Panel > GL Balances or Query tabs, or, by clicking the Maintain Segment Lists button in the Spreadsheet Server Settings > General pane.

2. To sort the segment lists or segment list values in the grid, click the desired column header. To resort in descending order, click the desired column header a second time.
3. To filter the segment lists or segment list values in the grid, enter the selection criteria in the appropriate search box.
4. To modify an existing segment list, select the list and type the description, group name, and/or update the segment list values as necessary.
5. To move a segment list value up or down in the grid, select the list, then the value, and click the appropriate up or down arrow icon.
6. To remove a segment list value, select the list, then the value, and click the Delete button.
7. To copy a segment list, select the list and click the Copy List button. Type the name to be assigned to the new segment list, and click OK.
8. To delete a segment list, select the list and click the Delete button.
9. To paste a segment list(s) in the active cell in the spreadsheet, select the desired segment list and click the Insert button. To:
• Select a single segment list: select the list.
• Select multiple segment lists: press and hold the Ctrl key, as lists are selected.
• Select multiple segment lists in a range: select the first list in the range, press and hold the Shift key, then, select the last list in the range.

Note: If the active cell already contains a value, the newly selected segment list is added and the values in the active cell are formatted to a value list. If the active cell contains a mask ( * ), the newly-selected segment list replaces the previous mask.

10. To lock a segment list, select the desired segment list, and click the Lock button. The Password dialog box appears. Type the desired password, and click OK. Locking the segment list allows other users to access the segment list, but prevents changes from being made.
11. To unlock a segment list, select the list, and click the Unlock button. The Password dialog box appears. Type a valid password and click OK.

Note: In the event the individual required passwords are lost or forgotten, contact your administrator for the override password.

12. To import segment lists from an ad hoc, Excel spreadsheet, or a segment list MDB file, click the Import button. The Segment List Import panel appears. Select the appropriate source:
• Ad Hoc: click the drop-down list, select the appropriate ad hoc, then click Import.
• Excel: specify the starting cell, click the drop-down list, select the worksheet to import, then click Import.
• Segment List Database: click the ellipses button ( ... ) to browse, select the desired MDB file to import, then click Import.

Messages appear displaying the segment lists being imported, and confirming when the import is complete. Click Close to close the panel.

Refresh the Segment List File

Spreadsheet Server allows users to refresh the segment list file without having to close and reopen Excel in order to restart.

Click the Refresh button in the Segment List Maintenance panel or select Refresh Cached Segment Values from the Segment Lists or Locate Segment menu in the Spreadsheet Server ribbon.