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Index
Version 20.4
Version 20.3 Version 21.1 Version 25.2
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Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
Common Options
Snapshot
Shared Templates Drive
Edit a File
Open a File
Drive Types
Dropbox
File Server
Oracle Cloud Connector Database
Navigator
Create a File
Delete a File
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Values
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
Discover Segment Values
Discover Level
List of Values – Create
Financial Category
Period Name by Date
Period Start Date
Period End Date
Segment Tree
Get Balance
Multiple Ledgers
Get Balance Options
Get Average Balance Summary
Functional Currency
Segment Start Date
Enabled Flag
Ledger Name
Account Type
Segment End Date
Segment Description
Previous Segment Value
Period Offset
Period Name
Parent Flag
Next Segment Value
Ledger Set
Analyze Balances
Drill to Journal or Subledger
Drill Using a Saved Template
Drill Criteria Sheets
Drill Criteria – Journal Extract
Drill Criteria – Balance
Edit Template Layout
Save Template Layout
Manage Templates
Other Tools
Create a Template
Template Storage Requirement
Edit a Template
Delete a Template
Hide Zeros
GL Wand User Options
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Execution
Load and Validation
Running the Scheduler
Create Schedule
SMTP Email Settings

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.