Expand or Collapse Row by Segment for a GXL Formula
The Expand GL Row by Segment feature allows users to expand the balances of GXLs in a single row by a selected segment. During the process, the system expands data and/or formulas in the columns to the right or left of the GXL formulas. This process is similar to the GXE formula, but expands into additional rows in the current worksheet instead of to another designated workbook location. A maximum of 80 columns may be expanded. The detail rows will expand up or down, and exclude zero balance accounts based on options in the user's Spreadsheet Server Settings
For the Expand by Segment option to function properly, all parameters must be in a column, at least one account segment must be in the row, and a description field should follow the last account segment in the row.
Expand by Segment will not function if the selected segment contains an @ field, a partial or full account string,
BLANK,NOTBLANK, or a single account value, or when the selected segment contains a segment list which references an @ field or a partial or full account string.Expand by Segment will not function when a
GXLformula references a hardcoded segment value.Expand by Segment will not function for Infinium if the
GXLformula references user fields. If an account segment is referenced multiple times in the originalGXLformula (for example, the account is referenced in two segment lists, and both segment lists are in a bracketed value list), the expanded rows display the appropriate data; the total of the expanded amounts will not foot to the originalGXL-calculated amount, however. If aSUMformula uses a range to reference cells to be totaled, this calculation will be incorrect when expandingGLrows, whether up or down.
Expand a GL Row by Segment
Select the row or any cell in the desired row to be expanded, then, from the Spreadsheet Server Ribbon, select Expand GL Row > Expand GL Row by Segment, then the desired account segment, or, right-click and select Spreadsheet Server > Expand GL Row > Expand GL Row by Segment, then the desired account segment. The system adds additional rows to the spreadsheet, listing the account details for the selected GXL(s). The expanded data appears in blue italics.
Note: The level of expanded results vary based on the original segment value. If the original segment value does not reference segment lists and/or hierarchies, results expand directly to the individual segment level. If the original segment value references segment lists and/or hierarchies, results break down by the individual segment lists and/or hierarchies. At that point, the user may repeat the Expand by Segment process in a new row.
Example: Expand by Segment (Department) Where Original Value References a Hierarchy
Expanded Row Results
Collapse GL Rows for a Single Expansion
Select any cell in the expanded rows section, then, from the Spreadsheet Server Ribbon, select Collapse GL Row, or, right-click and select Spreadsheet Server > Collapse GL Row. The system removes the expanded GL rows in the selected section.
Collapse GL Rows for All Expansions in the Worksheet
Select any cell in the worksheet, then, from the Spreadsheet Server Ribbon, select Collapse GL Row > Collapse All GL Rows (Worksheet). The system removes all expanded GL rows in the worksheet.
Collapse GL Rows for All Expansions in the Workbook
Select any cell in the worksheet, then, from the Spreadsheet Server Ribbon select Collapse GL Row > Collapse All GL Rows (Workbook). The system removes all expanded GL rows in the workbook.