Drill Down: Group By Segment

Group by Segment functionality allows users to select an account segment for which to summarize the account balances, multiple account balances, or summary drill down data. The group by results exclude zero balance accounts based on the option in the user's Spreadsheet Server Settings.

Group by Segment will not function if:

• The selected segment contains an @ field, a partial or full account string, BLANK or NOTBLANK, or a segment list which references an @ field or a partial or full account string.
• The GXL formula references a hardcoded segment value.
• For Infinium ledgers, the GXL formula references user fields.
• For SAP ledgers, the selected segment contains a dash ( - ) or exclusion character.

Group by Segment

1. From the Account Balances, Multiple Account Balances, or Summary drill down panel, click Options > Group By Segment, then the desired account segment. The system groups the drill down data by the selected account segment.
The level of group by results vary based on the original account segment value:

• If the original account segment value does not reference segment lists and/or hierarchies, results display individual segments.
• If the original account segment value references segment lists and/or hierarchies, results break down by individual segment lists and/or hierarchies, and the Options > Group By Segment navigation area will expand to list appropriate segment lists and/or hierarchies.

2. If necessary, select another segment or segment break out to see additional summary data, or select Full Detail to see original drill down data.