Using Segment Lists or Hierarchy Values in a GXL Formula

A segment list or hierarchy value (for example, a parent group, set, etc.) may be used in a GXL formula by replacing any of the account segment values with the desired segment list or hierarchy value name.

• Insert a single caret symbol ( ^ ) before the segment list name in the formula.

Note: For Infinium ledgers, the system supports the SSInfinium legacy process of inserting an at symbol ( @ ) before a user list segment list name in the formula; a caret symbol may be used instead of an at symbol, however.

• Insert two caret symbols ( ^^ ) before the hierarchy value in the formula.

Note: If a hierarchy value and segment list are assigned the same name, and a single caret ( ^ ) is used, the calculation will be based on the hierarchy value instead of the segment list. Additionally, if a specified hierarchy ( ^^ ) does not exist, the system will look for a match in the segment list file. If a specified segment list ( ^ ) does not exist, the system will look for a match in the hierarchy file.

Note: It is common practice to use cell references within GXL formulas to identify parameters.

Example: Using a Segment List

=GXL("A",,"TRANSLATED="E";"&"CURRENCY="USD";","2003","PER","6","01","*","^MiscExp","*"."*")

This example retrieves the actual activity for period 6 of 2003 for all accounts included in the MiscExp segment list.

Example: Using a Segment List for a User List (Infinium Ledgers Only)

Note: Segment list-referencing user field values may be used in conjunction with account segment parameters (see Infinium GXL for more information).

=GXL("M","Actuals","LIBRARY=";"CURRENCY=USD";"ANDUSERLIST=@Tax","2002","YTD","11","001","310","6*","*")

This example retrieves the actual monetary year-to-date activity through period 11, for accounts beginning with 6, which also meet the user field criteria in the Tax segment list.