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Spreadsheet Server Right-Click Menu

After Spreadsheet Server is installed and initiated as an Excel add-in, a Spreadsheet Server menu is added to the right-click cell menu in Excel. Use the Spreadsheet Server Right-Click Menu to access and/or process various functions within the application:

Menu Item Description

Clear Cache and Re-Calc Selected Cells

Clears cache and recalculates the formula for the selected cells in the worksheet (see View or Refresh Local Cache or View or Refresh Global Cache for more information).

Drill Down

Based on the formula in the current active cell:

Summary Drill Down

Allows users to select which account segments to use for grouping or summarizing accounts when displaying account balances which make up the single GXL value (see Drill Down to Summarized Account Balances for more information).

Expand GL Row

Expands the balances for GXL formulas in a row into account details (see Expand or Collapse Row for a GXL Formula for more information).

Expand GL Row by Segment Expands the balances for GXL formulas in a row by the selected segment (see Expand or Collapse Row by Segment for a GXL Formula for more information).

Collapse GL Row

Removes the expanded account detail rows in the selected section (see Expand or Collapse Row by Segment for a GXL Formulafor more information).

List Accounts

Opens the List Accounts panel, listing the accounts used in the GXL formula (see List Accounts for a GXL Formula for more information), or allows users to generate a list of existing accounts.

Locate Segment

Opens the Locate A Segment panel, displaying the valid values, @ fields or hierarchy values for each account segment.

Data Validation

Opens the Data Validation panel, allowing users to create a validation list for a specific cell in Excel (see Spreadsheet Server Validation for more information).

Execute Selected Detail Reports (GXE)

Generates detailed reports for the selected GXE formula (see Expand to Account Balances and Expand to Journals for more information).

Execute Selected Detail Reports (GEXD)

Executes the selected GEXD formula (see GEXD Formula for more information).

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