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Analyst GXL

Other ERPs - this article only applies to Reporting Intelligence for other ERPs

Use the GXL formula to retrieve account balances for a specific format/reporting period. The following is an overview for the GXL formula for Analyst ledgers:

Syntax

=GXL("Data Type","Budget Name","Key 3","Year","Format","Period","Account Segment 1","Account Segment 2","Account Segment 3","Account Segment 4","Account Segment 5"...)

Note: It is common practice to use cell references within GXL formulas to identify parameters.

Parameters

The following are GXL formula parameters for Analyst ledgers:

Data Type

Identifies the data type. Valid types are:

  • ACTUALAMT
  • ACTUALQTY
  • BUDGETAMT
  • BUDGETQTY

Budget Name

Identifies the budget name. This value is required if Data Type is BUDGETAMT or BUDGETQTY.

Key 3

Not used. Enter 0 or leave blank.  

Year

Year identifier.

Format

Format options are:

  • PER: the activity of the selected period.
  • QTR: the activity for the periods provided in the selected quarter number.
  • DQTR: the activity for the periods provided in the selected daily quarter number.
  • YTD: the activity for periods 1 through the designated period number, excluding the opening balance.
  • LTD: the activity for periods 1 through the designated period number, including the opening balance.
  • RANGE: the activity for the range of specified periods.

Period

Corresponds to period, quarter number, or range of periods (for example, 1.5 for periods 1 through 5) for the specified format.

Account Segments 1-9

Enter one parameter for each segment of the account string (for example, Company, GL Account, Department, Product, Sales Rep, Region, Customer Type, Budget Account,and Employee). May be a single value, mask, range, value list, segment list, hierarchy value or @ field (see Account Segment Syntax for more information).

Formula Example: Using a Mask

=GXL("ACTUALAMT","*","2004","PER","1","10","1*","*","*","*","*","*","*","*")

Retrieves the actual activity for period 1 of 2004, with a mask for every GL account beginning with 1.

See Control Panel, GL Reporting, Create or Maintain GL Formulas, and GXL Formula for Account Values for more information.

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