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Version 20.3
Version 20.4 Version 21.1 Version 25.2 Version 25.3 Version 25.4 Version 26.1 Version 26.2 Version 26.3
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Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
Snapshot
Shared Templates Drive
Drive Types
Dropbox
File Server
Cloud Connector
Navigator
Create a File
Delete a File
Edit a File
Open a File
Common Options
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
Discover Segment Values
Discover Level
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Values
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
List of Values – Create
Account Type
Enabled Flag
Functional Currency
Get Average Balance Summary
Get Balance
Get Balance Options
Multiple Ledgers
Ledger Name
Ledger Set
Next Segment Value
Parent Flag
Period Name
Period Offset
Previous Segment Value
Segment Description
Segment End Date
Segment Tree
Segment Start Date
Drill Criteria Sheets
Drill Criteria – Balance
Drill Using a Saved Template
Edit Template Layout
Save Template Layout
Manage Templates
Other Tools
Clean Template
Create a Template
Template Storage Requirement
Edit a Template
Delete a Template
Hide Zeros
GL Wand User Options

Discover Segment Values

The Discover Segment Values functionality allows an Excel spreadsheet to be populated with values from your chart of accounts. This is useful for report building or for reviewing segment values. Values can automatically fill the next Excel cell, or range of cells, in a desired direction like down or to the right. Furthermore, GL Wand can be set to discover only child values or only parent values by changing the Discover Level setting. To discover segment values navigate to GL Wand | Discover and either click the main button on the toolbar or select an option from the sub menu. The available options are:

Down Discover the next segment value Down for the currently selected segment.
Up Discover the previous segment value Up for the currently selected segment.
Right Discover the next segment value to the Right for the currently selected segment.
Left Discover the previous segment value to the Left for the currently selected segment.
Down All Discover All segment values Down for the currently selected segment.
Right All Discover All segment values to the Right for the currently selected segment.

Tips

  • Always make sure that the segment chosen in the Ledger and Segment Selector matches the segment in the selected cell.
  • Discovered values that are in bold font represent parent values.
  • Discover many values at once by highlighting a range of cells and clicking one of the discover buttons.
  • Discover All the available values in a single operation by using the Discover Down All or Discover Right All buttons.