Spreadsheet Server Ribbon
After Spreadsheet Server is installed and initiated as an Excel add-in, a custom Spreadsheet Server ribbon is added in Excel. Use the Spreadsheet Server Ribbon to access and process functions in the application:
Menu Item | Description |
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Recalc |
Recalculates all formulas in the worksheet. Click the drop-down list to access additional functions (for example, recalculate formulas for a workbook, worksheet, or selection, etc.) |
Cache |
Opens the Local Cache or Global Cache panel, listing cached records (see View or Refresh Local Cache or View or Refresh Global Cache for more information). Click the drop-down list to access additional functions (for example, view cache records, clear the cache, recalculate, clear buffer, etc.). |
Refresh |
Clears and rebuilds memory of all stored items. |
Execute Reports |
Generates detailed reports for all |
Drill Down |
Based on the formula in the current active cell and the default action assigned to the Drill Downdown arrow in the user's Spreadsheet Server Settings:
Click the drop-down list to access additional functions (for example, drill down to panel or worksheet options (see Drill Down to Journals per Account(s) and Drill Down to Selected Ad Hoc for more information). |
Summary Drill Down |
Opens the Summary Drill Down (see Drill Down to Summarized Account Balances for more information) and related summary drill down options. |
Expands the balances for the selected |
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Removes the expanded account detail rows in the selection (see Expand or Collapse Row for a GXL Formula for more information). Click the drop-down list to access additional functions (for example, collapse a row or all rows in the worksheet or workbook). |
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Hides any row on the worksheet containing |
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Displays previously-hidden rows in the workbook (see Hide Rows with Zero Balances for more information). Click the drop-down list to access additional functions (for example, restore hidden zero rows in the worksheet or workbook). |
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Opens the Formula Builder panel, allowing users to quickly create a template in a worksheet (see Build a Template with Formula Builder and Build a Template for Queries for more information) and to maintain parameters for a formula (see Create or Maintain GL Formulas and Create or Maintain Segment Lists for more information). |
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Query Designer |
Opens the Query Designer application, allowing users to design, maintain, and run queries. |
Click the drop-down list to access shortcuts which open the Select Item panel with the values returned from the specified query, allowing users to select values to be returned to the spreadsheet (see Execute Lookup without a GEXS Formula for more information). |
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Click the drop-down list to access shortcuts to favorite SAP T-Codes or queries, allowing users to select a SAP T-Code and the desired execution variant, or, to select a SAP T-Code or query and enter the parameters in the Query pane (see Execute SAP T-Code without a GEXD Formula and Execute Query without a GEXD Formula for more information). Note: The shortcuts available are based on the user's licensed features, the Available on Ribbon option setting for queries, the assignment of T-Codes in Application Configurator, and the pinning of T-Codes to the SAP Ledger Specifics Settings panel. |
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Opens the Segment List Maintenance panel, allowing users to create and/or maintain segment lists (see Create or Maintain Segment Lists for more information). | |
Opens the Locate A Segment panel, displaying the valid values, @ fields, or hierarchy values for each account segment. | |
Tools: | |
Opens the Convert Spreadsheet Server Formulas panel, allowing users to convert all Spreadsheet Server formulas (for example, |
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Opens the Custom Layouts panel, displaying all custom layouts in the workbook and allowing users to remove layouts (see Custom Layout Editor for more information). |
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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). |
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Fix Broken Links |
Corrects all broken links to the |
Select Responsibility |
For Oracle ledgers only, identifies the default responsibility for |
Opens the Upgrade Workbook Options panel, allowing users to convert various legacy Spreadsheet Server and |
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Disconnect All Open Connections |
Disconnects all open connections for Spreadsheet Server and queries. |
Performance |
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Opens the Spreadsheet Server Settings panel, allowing users to define various criteria to control processing and access the Log Viewer, or the online user manual (see Spreadsheet Server Settings for more information). |
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Enable/Disabled |
Displays the current status. Click to toggle, or click the drop-down list to access individual Enable and Disable options (see Sign on for more information). |
Opens the Log Viewer panel, where users may view, filter, or copy log entries, and email or clear the log file (see View Log for more information). Click drop-down list to access additional functions (for example, view log, clear log, or turn enhanced logging on or off). |
Note: An error message will appear if the ribbon cannot load properly due to a missing or corrupted file. Click Yes to view the logs, and, for assistance, contact your IT support to troubleshoot the error message in the logs.