Expand Tree
The Expand feature allows you to extract a list of all the ChartField values (leaves) that roll up to a particular tree node selection. The Tree Node must use the notation TreeName:NodeName (e.g. ACCTROLLUP:CASH). The colon “:” is the default character used to separate the Tree Name and Node Name. If necessary, another value can be configured in the Delimiter Options by an Excel4Apps System Administrator.
- Select a cell that has a tree node selection
- Optionally change the Business Unit in the drop-down on the toolbar.
- Click the expand button
- The ChartField values are retrieved from PeopleSoft and are inserted below the selected cell.
You can also highlight a number of columns and GL Wand will insert the ChartField values and copy the contents of the highlighted cells against each ChartField value that is inserted.
- Select a cell that has a Tree Node selection and highlight the number of columns that you would like to have copied into the new rows.
- Click the Expand button
- The ChartField values are retrieved from PeopleSoft and are inserted below the selected cell.
- The contents of the additional columns that were selected are copied against each new row inserted. In the example below this contains a generic Get Balance formula which is then resolved for each ChartField value.
You also have the option of selecting multiple rows when performing an Expand. GL Wand will perform an expand on each selected row.