Elizabeth City State University Introduction to ...



IntroductionSpreadsheet Server is an Excel Add-in that allows you to pull data directly from the Banner Finance System into an Excel spreadsheet. When the add-in is installed on your computer, you will see a new ribbon in Excel. You can start from a blank spreadsheet and Build a Template to generate the data, or you can use an existing Excel file generated with Spreadsheet Server. Types of FormulasThere are several types of spreadsheet formulas that can be used to get data from the Banner Finance System. In this introduction, we will show you the two most common.GXL – this formula is used to retrieve balances from a specific ledger (i.e. operating ledger or general ledger). The operating ledger has information related to budgets, revenues, expenses and encumbrances. The general ledger has asset and liability account information as well as the control account balances for the operating ledger. For more information about how to create an Excel document using this type of formula, see the BASIC GXL Word document saved in the Spreadsheetserver share drive in the Training/ECSU folder.GEXD – this formula is used to create a table of data from a query created using Query Designer. If you know which query contains the data you need, you can Build a Template in a blank Excel file using this formula. ................
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