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Spreadsheet Server Videos

Explore these video tutorials to swiftly understand some of the key features of Spreadsheet Server.

Key Feature Video Description

Spreadsheet Server - What's New in 24.1

Welcome to the latest release of Spreadsheet Server, version 24.1. In this release, we’re introducing several new features that will enhance your experience and efficiency.

Introduction to AI Doc Assist in Spreadsheet Server

Platform customers can use the new AI Doc Assist option in the Spreadsheet Server ribbon post authentication. This opens the doc assist chatbot in Excel and it answers any questions related to Spreadsheet Server processes, providing instant help with all customers' needs. In this video, you'll learn how you can leverage AI Doc Assist and gain access to our digital content.

GXL Formula in Spreadsheet Server

Learn how to create a GXL formula in Spreadsheet Server that retrieves a single account balance from the selected general ledger for a specified reporting period. Define combinations of parameter and segment values to generate balance totals based on user-driven criteria that can be drilled down for detailed information.

Creating GXL Formulas within Existing Reports

If you’re interested in transforming static reports to dynamic ones using GXL formulas, you’ve come to the right place! In this video, we’ll delve into the Clear/Shift Worksheet option within Spreadsheet Server's Formula Builder GXL panel that enables you to seamlessly insert a new GXL formula into an existing worksheet that already contains data. We’ll also explore its impact on the existing content.

GXC Formula in Spreadsheet Server

When creating reports in Excel, the GXC formula in Spreadsheet Server is your go-to solution for retrieving a single text description result. It allows you to use custom queries to fetch a single value, such as an account description, which can be utilized across different segments. Watch this video to learn how to use this non-calculated formula in Spreadsheet Server to seamlessly retrieve segment descriptions.

Spreadsheet Server Syntax

This video delves into the account segment syntax within Spreadsheet Server. You can use the appropriate syntax when executing formulas to retrieve the necessary values for a financial report.

Segment Lists and Locate Segment

This video demonstrates segment list creation, maintenance, their application in GXL formulas for retrieving specific values, and the locate segment function, watch it now!

BizNet Conversion Tool

Experience seamless reporting transformation withSpreadsheet Server's BizNet Conversion Tool. In this video, discover how BizNet/XL Connect customers can effortlessly convert BizSuperfunc formulas into .edq files, ensuring compatibility with Spreadsheet Server's GEXQ formulas. Follow along as we explore each step of the conversion process, from opening workbooks to reviewing detailed results. Say goodbye to compatibility issues and manual updates, and unlock the full potential of your reporting process. Watch now and take your reporting to the next level!

Spreadsheet Server and Platform Data Sharing

Spreadsheet Server delivers real-time reporting through the Platform which connects and integrates insightsoftware's applications of reporting, controllership, and budgeting & planning to share data across those applications and solve business problems faster.

If you have any questions, feel free to contact us at UserEnablement-Video@insightsoftware.com.

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