Retrieving Subaccount Segment Names

1. Import the custom Generic Inquiry

Import the attached Generic Inquiry to your ERP instance (it returns the contents of ERPs SegmentValue table):

2. Configure the Generic Inquiry Keys

The first time you add a reference to the new Generic Inquiry to your spreadsheet, you will receive an error message letting you know that the Generic Inquiry keys have not been configured:

On the Velixo0 ribbon of the Excel toolbar, click the Options button:

Next, double-click on the name of the Generic Inquiry:

and then click on the button to edit the key fields for the inquiry:

Use the >> button to move (in order) SegmentedKeyID, SegmentID, and Value from the Available Fields to the Key Fields:

and then press the OK button.

Press OK on the Velixo-SegementValues Options dialog:

and press OK on the Options dialog.

Your report will refresh and your GILOOKUP function will now return a value.

3. Enter the GILOOKUP function

Let's assume that we want the description of the first segment "ELE" from the above example.

That function would look like this:

=GILOOKUP("Demo","Velixo-SegmentValues","Description","SUBACCOUNT",1,"ELE")

• Demo - would be replaced by the name of your connection

• 1 - indicates that we are interested in the first segment

• ELE - indicates the specific subaccount first segment for which we want the description

Since in our example the subaccount is listed in a cell, we can use Excel's text manipulation capabilities to extract it:

=GILOOKUP("Demo","Velixo-SegmentValues","Description","SUBACCOUNT",1,LEFT(D27,3))

4. Complete the Report

We can now add the GILOOKUP functions to the rest of our report: