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GEXD Targeting a Table

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

The following example demonstrates targeting a table as the Target Cell/Range/Table value:

  1. Initial Excel setup:
    • Cell A1: identifies the user-defined report name (Open Invoices by Vendor).
    • Cell A3: the user-assigned literal, indicating what the parameter value represents (Vendor #).
    • Cell A4: identifies the parameter value needed to execute the GEXD (459).
    • Cell B4: the user-assigned literal, indicating what type of formula will be used (GEXD Formula).
    • Cell C4: the location where the GEXD formula will reside.
    • Cells A6-H6: represents report headers (manually entered).
    • Cells A7-G7: represents the range created in Excel for these cells (GEXDTargetRange).
    • Cell H7: identifies the fill down column formula (D7*.09), which will automatically be filled down based on the rows in the range when the GEXD is generated. This column is in the table.

  2. Formula Builder > GEXD panel setup:
    • Query Name: click the Browse button to select the query (AP Open Invoices Count.EDQ).
    • Target Worksheet: click the drop-down list to select the worksheet for the output (Sheet7).
    • Target Type: indicates the format of the output (Table).
    • Target Table: indicates the name of the table for the output data (GEXDTargetRange).
    • Fill Down Column: indicates the number of fill down columns at the end of the output data (1).
    • Column Headings: indicates whether the GEXD formula output data retrieves headings from the query (not selected in this example, as the headings have previously been typed in the worksheet).
    • Clear Table: indicates whether to clear the range of output data, prior to executing the GEXD formula.
    • Vendor #: indicates the cell in the worksheet where the query parameter resides (A4).

  3. The completed worksheet after GEXD execution:

    4. Note: If generating a GEXD to a table set to be cleared, and the system detects extra non-fill down columns at the end of the output table, a message appears, indicating the data in these extra columns will be lost, and allows the user to continue, or abort processing for the GEXD.

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