Breadcrumbs

Maintaining Formatting of Financial Periods

Overview

As is common if many reports, your report may contain Financial Periods.


FinPer_reformat1.png

Known Issue

When using the Velixo Copy Workbook Without Formulas feature:


https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/6kcGd_6LL-_xaDmaotO-Jyg8-tj_e6VIpw.png


Or either of the Distribution List options which remove Velixo functions from the resulting file:


FinPer_reformat3.png


Excel can reformat certain results (such as those from the FinancialPeriodList function) as either numbers or Excel dates:


FinPer_reformat4.png

Resolution

This is due to Excel behavior that looks to convert what looks like a date into a date when no other formatting is set in a cell.

To resolve this in the original report, highlight any cell(s) that Excel is re-formatting, select the Format pulldown from the Home ribbon on the Excel toolbar...


FinPer_reformat5.png

... and select Text

Now, when using Velixo features to create a workbook without Velixo functions, there will be a specific format associated with the Financial Period cells and that format will be maintained in the resulting workbook: