Profile Wizard

Profile Wizard helps Account Managers create tailored GL profiles. The wizard connects to your ERP database, automatically identifies GL account structures and segments, guides you through configuration, and saves the completed profile and ad hoc queries to Platform Storage.

Note: Profile Wizard is available in Spreadsheet Server v26.1 and later. For a complete list of supported ERPs, see Automated Profile Delivery.

Prerequisites

• A provisioned insightsoftware Platform account with users added and licenses assigned
• Account Manager role is required to run the wizard and make profile changes
• Viewpoint Vista customers: The Viewpoint VPN must be in place before the ERP connection can succeed. The VPN is available at no additional cost from Viewpoint.
• MRI Platform X customers: The MRI VPN must be purchased from MRI and enabled before the ERP connection can succeed.
• Other ERP customers: Verify your ERP connection requirements with your ERP vendor.

Note: No new SKUs are required. This feature uses the existing Professional Bundle with Platform SKUs.

Access Profile Wizard

Profile Wizard is a standalone desktop application accessible from the following locations:

• Windows Start menu: Spreadsheet Server > Profile Wizard
• During Spreadsheet Server installation — the wizard launches automatically when installation completes

Note: The wizard launches automatically after installation to ensure you understand that additional setup steps are required before opening Excel. If configuration files already exist, this step is skipped.

Step 1: Set Up an ERP Connection

Before proceeding, gather the following information:

• Host name or IP address
• Database name
• Credentials (username and password)

Note: If an existing connection is already configured, you can select it without entering new connection details.

1. Open the wizard. From the Windows Start menu, click Spreadsheet Server > Profile Wizard.
2. On the ERP Connection screen, select your ERP from the list.
3. Enter the Host Name or IP Address, Database Name, and your credentials.
4. Click Test Connection to verify that the connection is successful.
5. Click Next to proceed to profile configuration.

Step 2: Configure the Profile

The wizard identifies GL account structures and segments from your ERP database schema and presents a proposed profile for your review.

Review the Proposed Profile

1. Review the account structure that the wizard has identified.
2. Click Yes to confirm, or No to make adjustments.

Define the GL Account Structure

1. On the GL Account Structure screen, specify the segmentation of your General Ledger account number and the total number of digits.

Answer Configuration Questions

The wizard guides you through a series of questions based on your organization's account structure:

• Are you using custom segments? If so, does the list displayed look correct? Are any segments missing?
• Are you using custom fields? If so, does the list displayed look correct? Are any fields missing?
• Are there custom account definitions used outside of the standard ERP definitions?

Note: The wizard uses the term "account definition/dimension/segment" to describe what the product refers to internally as a segment. Example scenarios are provided at each step.

Use the Lineos AI Assistant

An AI-powered chat interface is available within the wizard. You can use it to ask questions about your profile configuration at any point during setup.

Step 3: Validate Your Data

After completing the configuration questions, validate your data to confirm the account structure is correct before saving.

Test Account and Segment Combinations

1. On the Data Validation screen, enter a specific account and segment combination in the fields provided.
2. Click Run to see how the data is returned.
3. Review the results to confirm that the values are correct.

Preview Drill-Down Results

1. Click Preview Drill Down to view balance and journal results.
2. Confirm that all required segments are captured in the drill-down output.

Test GXC Descriptions

1. Click Test GXC Descriptions to confirm that GXC-type descriptions are returning correctly.

Note: You can run validation as many times as needed. Click Back to return to earlier steps and make adjustments. The wizard can be re-run from the beginning at any time.

Step 4: Save and Complete

1. Click Save to Platform. The profile and ad hoc queries are saved to your organization's Platform Storage account.
2. When prompted, click Download Local Backup to save a local copy of the profile files (optional but recommended).
3. Click Finish to close the wizard. The product is now ready to use with your tailored profile.

Note: insightsoftware retains a backup of your profile organized by customer account.

Modify a Profile After Initial Setup

To update or modify a profile after initial setup, re-run Profile Wizard. The wizard reads the existing profile and allows you to make changes by working through the configuration steps again.

Note: If the profile generation does not produce the expected results, click the Help button within the wizard to contact your Account Manager.

Existing Customers Migrating to This Version

If your organization is migrating from an earlier version, you do not need to complete Profile Wizard. The wizard detects your existing profile and ad hoc queries and reads them automatically.

Limitations

The following scenarios are not supported in this release:

• Text fields used for accounts instead of the standard account field
• Segments pulled from non-standard tables
• Adjustment periods, multi-calendars, or mid-year start configurations
• Cloud ERPs

For a complete list of supported ERPs and their availability by release, see Automated Profile Delivery.