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LVSYMBOLSELECTOR Function

Using the LVSYMBOLSELECTOR function, you can insert a Symbol Selector into any cell in a worksheet. Users can double-click a cell containing an LVSYMBOLSELECTOR function to open the Symbol Selector dialog, and select one or more symbols from the symbol hierarchy. The symbol names of the selected symbol or symbols appear in the worksheet cell.

Note: If multiple symbols are selected, the symbol names that appear in the cell are delimited with semicolons ( ; ).

Note: Excel expects function parameters in the language of the Operating System. If your workbooks will be used in Excel with different Language settings, you may find it useful to use a non-zero value to represent TRUE and a zero to represent FALSE for function parameters of Boolean type.

A cell that contains an LVSYMBOLSELECTOR function is indicated by a yellow background.

For more information on the Symbol Selector, see Using the Symbol Selector.

You can use the LVSYMBOLSELECTOR function in the following ways:

  • Type the function syntax into a worksheet cell.
  • Complete the function parameters in the Function Arguments dialog.

LVSYMBOLSELECTOR syntax

In the worksheet cell, type:

=LVSYMBOLSELECTOR("Dim", "Sym_spec", "Initial_sym", Allow_leaf, "Allowable_parents", Allow_readonly, Allow_multiple, "Attribute_filter")

where:

  • Dim is the name or number of the dimension whose hierarchy you want to appear in the Symbol Selector dialog.

    Note: The dimension number is an integer corresponding to the order of the dimension as it appears in the Longview data server repository. For example, if you have six dimensions in your system, the dimensions are numbered from 1 to 6. If you specify a dimension number for Dim, do not enclose it in double quotation marks.

  • Sym_spec is the level of symbols to display in the Symbol Selector hierarchy, in relation to a specified symbol name.

    The following specifications are possible for Sym_spec:

    Specification Meaning

    symbol###

    all leaf symbols under symbol

    symbol#n

    all symbols under symbol n levels down, including symbol

    symbol##n

    all parent symbols under symbol n levels down

    symbol##+n

    all parent symbols under symbol n levels down, including symbol

    symbol#*

    all roots of symbol

    symbol#-n

    all symbols exactly n levels down from symbol

    symbol##^n

    all ancestors of symbol that are n levels above symbol, including symbol

    symbol##^n:root

    all symbols above symbol n levels up, under root, including symbol, where root is the root symbol (e.g., BALSHEET##^2:TRIALBAL)

    If you do not specify a value for Sym_spec, all symbols in the dimension specified for Dim display in the Symbol Selector hierarchy.

  • Initial_sym is the name of the symbol that is automatically selected when the Symbol Selector dialog opens.

    The symbol name also appears in the cell that contains the LVSYMBOLSELECTOR function. If you do not specify a value for Initial_sym, [Double-click to select symbol] appears in the cell.

  • Allow_leaf specifies whether users can select leaf symbols in the Symbol Selector dialog. Specify one of the following values:
    Value Description

    TRUE

    Users can select leaf symbols in the Symbol Selector dialog.

    FALSE

    Users cannot select leaf symbols in the Symbol Selector dialog.

    If you do not specify a value for Allow_leaf, users cannot select leaf symbols in the Symbol Selector dialog.

  • Allowable_parents specifies the parent symbols that users can select in the Symbol Selector dialog. Specify one of the following values:
    Value Description

    ALL

    Users can select all parent symbols in the Symbol Selector dialog.

    NONE

    Users cannot select any parent symbols in the Symbol Selector dialog.

    STATIC

    Users can select static parent symbols only in the Symbol Selector dialog.

  • Allow_readonly specifies whether users can select read-only symbols in the Symbol Selector dialog. Specify one of the following values:
    Value Description

    TRUE

    Users can select read-only symbols in the Symbol Selector dialog.

    FALSE

    Users cannot select read-only symbols in the Symbol Selector dialog.

    If you do not specify a value for Allow_readonly, users cannot select read-only symbols in the Symbol Selector dialog.

  • Allow_multiple specifies whether users can select multiple symbols in the Symbol Selector dialog. Specify one of the following values:
    Value Description

    TRUE

    Users can select multiple symbols in the Symbol Selector dialog.

    FALSE

    Users can select only one symbol in the Symbol Selector dialog.

    If you do not specify a value for Allow_multiple, users can select only one symbol in the Symbol Selector dialog.

  • Attribute_filter specifies an attribute filter, or attribute filters. Attribute filters restrict the symbols that appear in the Symbol Selector hierarchy to symbols that meet the filter condition.

    You can specify up to two attribute filters linked by AND or OR, enclosed in double quotations marks, using the following syntax:

    FilterType{AttrName{Operation{Expression

    where:

    Syntax Description

    FilterType

    Specifies the method to use to search the hierarchy for symbols matching the filter criteria. Specify one of the following values:

    • ALL — To find only the symbols whose attributes match the filter criteria, with no descendants.
    • PARENT — Starting from the top of the hierarchy, to find the symbols whose attributes match the filter criteria, including all descendants. This only checks symbols that are parents to other symbols.
    • LEAF — Starting from the bottom of the hierarchy, to find the symbols whose attributes match the filter criteria, including all ancestors. This only checks symbols that are leaf symbols; that is, that have no descendants.
    • ROOT — Searching only the top of the hierarchy to find root symbols whose attributes match the filter criteria, including all descendants.

    If you specify two attribute filters, FilterType must be the same for both filters.

    AttrName

    The name of a Symbol attribute. You can use an attribute query to learn the names of all Symbol attributes in your system. For more information, see Querying attribute information.

    Operation

    Specifies the operation to filter the attributes by. Specify one of the following values:

    • EQ — Filters for attributes that are exactly equal to (exactly match) the string specified for Expression.
    • NE — Filters for attributes that are not equal to (do not exactly match) the string specified for Expression.

    Expression

    A string. If the expression contains spaces, enclose the expression in double quotation marks preceded with a backslash (\"expression with spaces\"). If the expression is a list, separate multiple items with a pipe ( | ).

    For Non-List Attributes, the filter behaves as follows:

    • AttrName{EQ{Expression — Matches only if the attribute is an exact match of the expression.
    • AttrName{NE{Expression — Matches if the attribute is not an exact match of the expression.

    For List Attributes, the filter behaves as follows:

    • AttrName{EQ{Expression — Matches if the attribute is an exact match of the expression, or is a list of values, any one of which exactly matches the expression.
    • AttrName{NE{Expression — Matches if the attribute is empty or a list of values, none of which exactly matches the expression.

    If you specify two attribute filters, enclose each filter in parentheses, for example "(attributefilter1) AND (attributefilter2)".

    If you don’t include an attribute filter, enter two double quotation marks

    ( "" ).

For example:

=LVSYMBOLSELECTOR("ENTITIES","TENTITIES#99","CHICAGO",TRUE,"ALL",TRUE,FALSE,"ALL

{ZGPNativeCurrency{EQ{CUSD")

=LVSYMBOLSELECTOR("ACCOUNTS","TRIALBAL#99","CASHT",TRUE,"ALL",,,"")

=LVSYMBOLSELECTOR("ACCOUNTS",,,,"ALL",,,"")

After a symbol is selected for a cell that contains an LVSYMBOLSELECTOR function, that cell can be used as a cell location containing a symbol name for parameters in other Longview Functions that require a symbol name.

Consider the following example:

If an LVSYMBOLSELECTOR function, specified as follows:

=LVSYMBOLSELECTOR("ACCOUNTS",,,,"ALL",,FALSE,"")

...is used to select the symbol 11100 - Total cash in cell A1, then cell A1 can be used as a cell location containing a symbol name in the following Longview Function:

=LVCELL($A$1,"FINYEAR","CHICAGO","CUSD","DIM4SET")

For more information, see Longview Function syntax.

Note: This functionality applies to Symbol Selectors when one symbol is selected.

Inserting a Symbol Selector using the Function Arguments dialog

You can insert a Symbol Selector into a worksheet cell by completing the function parameters in the Function Arguments dialog.

To insert a Symbol Selector:

  1. Click the Longview tab.
  2. In the Formulas group, click Longview Functions, and click LVSYMBOLSELECTOR. The Function Arguments dialog opens.
  3. Complete the following fields:
    Field Description

    Dim

    Specify the dimension.

    <sym_spec>

    Specify the symbol and the level of symbols to display in

    the Symbol Selector hierarchy. You may use the Symbol Spec Selector control or manually type in the symbol name.

    <initial_sym>

    Specify the name of the symbol that is automatically selected when the Symbol Selector dialog opens. You may use the Symbol Selector control or manually type in the symbol name.

    <allow_leaf>

    Specify whether users can select leaf symbols in the Symbol Selector dialog.

    Allowable_parents

    Specify the type of parent symbols that users can select in the Symbol Selector dialog.

    <allow_readonly>

    Specify whether users can select read-only symbols in the Symbol Selector dialog.

    <allow_multiple>

    Specify whether users can select multiple symbols in the Symbol Selector dialog.

    <attribute_filter>

    Specify an attribute filter, or attribute filters. Attribute filters restrict the symbols that appear in the Symbol Selector hierarchy to symbols that meet the filter condition.

  4. Click OK. The symbol selector appears in the worksheet cell, with a yellow background applied. If you specified a symbol for Initial_sym, that symbol name appears in the cell. Otherwise, [Double-click to select symbol] appears in the cell.

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