Create a GXL Formula using Business Views

The GXL formula retrieves a single balance from a specific ledger. Customers using the Platform shared data service can use the GXL formula to return a single balance using business views as the data source. This feature is available to NetSuite 2, Oracle Cloud, and Oracle EBS ERPs and it does not require configuring a new connection to the ERP database, neither does it disrupt the process of using the designer GL as the data source for the formula. Select the required ERP during installation to use business views specific to that ERP.

Note: This feature is available for the Early Adopter Program (EAP) and will remain hidden for other customers. Please contact your account manager to leverage it.

To use this feature, enable the GXL: Enable Business Views setting in Spreadsheet Server Settings > GL Reporting.

Follow these steps to run a GXL formula:

1. Select Formula Builder from the Spreadsheet Server ribbon.
2. Select GXL under GL Formulas.
3. Use the following table to enter data in the GXL panel.

Field	Description
Worksheet	Select the worksheet destination for the formula. Defaults to the current active worksheet.
Starting Cell	Enter the starting cell for the template. This is the starting point from which the data displays, not the formula.
Clear/Shift Worksheet	Choose to clear the entire worksheet, overwrite the existing data, shift the existing data, or overwrite with parameters when inserting the data.
Invert Sign	Select this checkbox to display the negative values as positive values in the worksheet. You can also manually update the Excel formula by adding or removing a minus sign to the beginning of the formula.
Source	Select Business View from the drop-down menu. Note: Spreadsheet Server automatically refreshes the list of business views to include the newly added or assigned business views.
Year	Set the year for data retrieval.
Format	Select one of the following formats: PER – Period-to-date includes the monthly activity for the selected year and period. QTR – Quarter-to-date includes the quarterly activity for the selected year and quarter. DQTR – Daily quarter includes the activity for the periods included in the selected daily quarter number. YTD – Year-to-date includes the activity for periods 1 through the selected period. LTD – Life-to-date includes the activity for periods 1 through the selected period and includes the opening balance. RANGE – Range includes the activity for the selected range of periods that are not year-to-date.
Period	Set the period for the specified format. For QTR, select 1, 2, 3, or 4, which represent the quarters of the year. For RANGE, use the following syntax - Example, 3.8 for the periods 3 through 8.
Segments	Displays the list of segments based on the ERP. Select the checkbox against the segments to use them or deselect the checkbox to exclude the segments from the formula. Choose to view the details in a row or column. Modify the title for the account segments. Set the values to retrieve. See Account Segment Syntax for more information.
Insert and Shift/Insert Column Data Only	Use this option to insert the formula in the worksheet but leave the GXL panel open. This is only available when inserting a new formula. You can make any necessary changes in the panel and select this option till you add all the desired columns in the worksheet and then click Cancel. See Formula Builder GXL Using Insert Column Data Only for more information.



4. Click Insert. The balance from the business views displays in the worksheet.
5. To view detailed results, select the cell containing the GXL formula and then select Drill Down from the Spreadsheet Server ribbon or right-click and select Spreadsheet Server > Drill Down. The Drill Down panel displays the details of the first-level drill down. See Drill Down for Platform Data Sharing to learn more about the drill down functionality for GXLs created using business views.
6. To view the results of the first-level drill down in the current Excel worksheet under the formula, select the cell containing the GXL balance in the desired row and then select Expand GL Row from the Spreadsheet Server ribbon or right-click and select Spreadsheet Server > Expand GL Row. The expanded data displays in blue italics. See Expand or Collapse Row for a GXL Formula for more information.
7. To collapse the expanded rows, select any cell in the expanded rows and then select Collapse GL Row from the Spreadsheet Server ribbon or right-click and select Spreadsheet Server > Collapse GL Row. See Expand or Collapse Row for a GXL Formula for more information.
8. To expand the balances of the GXL in a single row by a selected segment, select the cell in the desired row and then select Expand GL Row > Expand GL Row by Segment > desired account segment from the Spreadsheet Server ribbon or right-click and select Spreadsheet Server > Expand GL Row by Segment > desired account segment. See Expand or Collapse Row by Segment for a GXL Formula for a GXL Formula for more information.

Note: See the Formula Builder section of the Spreadsheet Server User Guide for related information.