Velixo Intelligence

Overview

Velixo Intelligence is Velixo’s in-context AI assistant inside Excel. It helps you get answers faster and complete common reporting tasks directly in the workbook you’re working on – without switching tools or manually building complex logic.

Velixo Intelligence is designed to support real finance and reporting workflows in Velixo NX, including:

• Composing formulas (including complex queries),

• Analyzing report figures (with deeper inspection workflows, including drilldown scenarios),

• Troubleshooting formula errors,

• Preparing information for a support case,

• Perform a Drilldown, and compare Drilldown results between cells,

• Create data tables,

• Designing an entire report (coming soon).

To summon the Velixo Intelligence assistant, click the Velixo Intelligence icon in the Velixo NX Excel menu:

Now you can interact with the Velixo Intelligence assistant. Go to the next section of this article for examples of things you can ask.

Alternatively, you can select a cell or range, right-click, and choose Summarize or Troubleshoot from the Velixo menu.

What you can do with Velixo Intelligence

Velixo Intelligence is built around specialized capabilities that work together behind the scenes (so you can focus on outcomes, not “which AI mode to pick”):

Get guidance and answers

Use it when you need quick, actionable help, for example:

• “How do I build a query that returns invoices by vendor?”

• “What does this function argument do?”

• “Why is this query returning an error?”

Analyze values in your worksheet

Use it to interpret and explain what’s happening in your report or a selected range, for example:

• “What changed month-over-month in this section?”
  

• “Explain this variance vs budget.”

• “Anything unusual in these results?”

Build formulas and queries faster

Use it to accelerate report creation and reduce time spent on trial-and-error, for example:

• “Create a formula in A1 that pulls all GL transactions for this period.”

• “Write a query that returns all columns from the Customers object filtered to Status 'A' and that were last modified between 2019-01-01 and 2019-12-31.”

Create data tables

Ask Velixo Intelligence to create and modify data tables, for example:

• create a data table with headers, data rows, and a default style in a specified cell;

• sort a table by one or more columns, ascending or descending;

• add a totals row with per-column calculations (sum, average, count, etc.);

• rename a table;

• update an existing table by name (sort, totals, rename) without recreating it;

• delete one or more tables by name; silently skips non-existent tables;

• freeze the first N rows, first N columns (or both simultaneously), unfreeze panes;

• group rows and/or columns (collapsible outline groups);

• set explicit row heights and column widths.

Availability

Velixo Intelligence is currently available in private preview.

If you’d like to participate, reach out to your Customer Success Manager.

Best practices

• Ask with context: include ERP/module, period, company, and what you expect vs what you see.

• Start from the smallest “unit of work”: e.g., analyze a selected range first, then ask for follow-up drilldown logic.