Locate Segment

The Locate Segment option is used to display a list of valid account segment values, @ fields (as defined in Application Configurator), or hierarchy values (parent groups) for each account segment, and to enable the user to insert selected values to the current active cell in Excel. Both @ fields and ledger specific hierarchy values may be used in a GXL formula by replacing any of the account segment values with the desired @ field or hierarchy value. An @ field or hierarchy value may be used alone or embedded in a bracketed value list.

• The syntax for an @ field is @aaa:bbb, where:
  • aaa is the alias or field name.
  • bbb is the field value.

  Note: If necessary, table qualifiers (syntax: @table.field:value) may be entered. The specified field value may be a single value, mask, range, value list, or segment list.

• Insert two caret symbols ( ^^ ) before the hierarchy value in the formula for the system to recognize the hierarchy value.

1. Select the cell to contain the segment value(s), then, from the Spreadsheet Server Ribbon, select Locate Segment, or, right-click and select Spreadsheet Server > Locate Segment. The Locate A Segment panel appears.

Note: The first time Locate Segment is accessed, the system loads and caches segments. A loading animation will appear indicating that this process may take a few moments.


2. To filter for segment values or hierarchy values for a specific segment, select the desired segment(s) in the Include Segments list. The system displays only the segment or hierarchy values for the selected segment(s).
3. To filter the segment values, @ fields, or hierarchy values in the grid, enter the selection criteria into the appropriate search filter.
4. To resort a column in ascending order, click the column heading. To resort a column in descending order, click the column heading a second time.
5. To copy the list of values currently displayed in the list, click the Export button. Values will be copied to the system clipboard.
6. To insert a value in the active spreadsheet cell, select the desired value, then click the Insert to Excel button (the panel will stay open). To:
• Select a single value: select the value.

Tip: Double-clicking will select and insert the value.

• Select multiple values, press and hold the Ctrl key, as values are selected in the grid rows.
• Select multiple values in a range: select the first value in the range, press and hold the Shift key, then, select the last value in the range.

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