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Index
Version 20.4
Version 20.3 Version 21.1 Version 25.2
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Wands for Oracle Cloud 20.4 – Home
insightsoftware
Installation
Multi Factor Authentication
Insert insightsoftware Function
Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
Tools (insightsoftware)
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
Administrator
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
About
Exit
Help and Shortcuts
Excel Error
GL Wand
Ledger and Segment Selector
Discover
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
List of Values – Create
Insert GL Wand Function
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
Calculating
Execute Drilldown
Analyze Balances
Drill to Journal or Subledger
Drill Using a Saved Template
Drill Criteria Sheets
Drill Criteria – Journal Extract
Drill Criteria – Balance
Customize Drilldown
Edit Template Layout
Save Template Layout
Manage Templates
GL Wand Tools
Other Tools
Create a Template
Template Storage Requirement
Edit a Template
Delete a Template
Hide Zeros
GL Wand User Options
Report Distribution Manager
Create RDM Template
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Edit RDM Template
Execute Report Distribution Manager
Execution
Load and Validation
Scheduler
Running the Scheduler
Create Schedule
RDM User Options
SMTP Email Settings
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Live Chat
Chat Offline

Help and Shortcuts

Accessing help

You can access the product help by clicking on the help icon  located under the Tools section on each product ribbon. Context sensitive help can be accessed by clicking on the help icon  located on each dialog.

This product help is hosted online. Users require access the following URL: https://docs.excel4apps.com.

Keyboard shortcuts

Keyboard shortcuts help you save time by allowing you to never take your hands off the keyboard to use the mouse.Most dialog buttons can be pressed by using a shortcut key. To make the button shortcut keys for the active dialog appear press the ALT key.The underlined letter in each button’s text shows the mnemonic – the keyboard alternative – for each button. You can click a button by pressing the Alt key and the mnemonic. For example Alt-S would click the Save button on the Options dialog.

Mouse shortcuts

The following table contains a list of mouse shortcuts available on selected user interface components:

Buttons Component Action Definition
Right Click Text Box Pull down menu Access to Cut, Copy, Past, Undo, Redo and Select All functions.
Left and Right Table Columns Pull down menu Add, Add All, Remove and Remove All values from selected column.
Predefined Filter Table Pull down menu Quick access to defined filters and filter clear actions.
Left Click Tables Double Click Performs default component or dialog action e.g. select, open, execute, etc.

Filters

Some dialog search components implement a predefined filter to facilitate a quick and easy search. Search components providing a predefined filter displays a filter icon at the end of the search box:

Select the filter icon to display a list of predefined filters or clear a selected filter.