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Snapshot

For Velixo Classic, see: Copy Workbook Without Formulas (Classic)

Overview

This feature (formerly known as Copy Workbook Without Formulas) is used to save a copy of the currently open worksheet or workbook with all Velixo function calls removed from that new workbook. This feature allows a workbook/worksheet to be distributed to non-Velixo users who may want to make adjustments and recalculate that workbook. You also have the option to remove all Excel functions as well.

Examples

Removing Velixo functions and formulas

Here we have a simple Velixo report. Notice that the workbook includes both Velixo functions...

Excel report showing Velixo functions in cells for account balance retrieval


... as well as Excel calculations:

Excel formula bar showing a SUM formula used in a Velixo report


By selecting Snapshot from the Velixo NX ribbon:

Velixo NX ribbon showing the Snapshot button


... the Create a Snapshot side panel will open:


Velixo NX Create a Snapshot side panel with options to snapshot the workbook or current sheet


Here, we can select if we want to snapshot:

  • the entire workbook

  • only the current sheet (and if we want that sheet to be placed in the current workbook or a new workbook) and

  • All formulas

  • Only the Velixo formulas

Assuming we select to Snapshot the entire workbook and remove only the Velixo formulas:

Velixo NX Snapshot panel with whole workbook and remove only Velixo formulas options selected


we can save the resulting workbook under a new name. That workbook still contains all the original Excel functions and calculations...

Excel formula bar in the snapshot workbook still showing the original SUM formula


... but all the Velixo functions have been replaced with their respective values from the database:

Excel cells in the snapshot workbook showing static values replacing the original Velixo functions


This new workbook can now be sent to non-Velixo users who may want to make changes and see how the values recalculate.

Removing ALL functions & formulas

If you wish to remove all of the Excel functions and formulas, as well as the Velixo functions and formula...

In Velixo NX, select Snapshot:

Velixo NX ribbon showing the Snapshot button for removing all formulas


and select to remove All formulas:

Velixo NX Snapshot panel with the All formulas option selected to remove all Excel and Velixo formulas


Snapshot Workbooks with AutoFilters Enabled

When using Excel's AutoFilter feature:

Excel AutoFilter applied to a Velixo report row with dropdown arrows visible


The Snapshot feature will make every effort to maintain those settings.

However, some AutoFilter settings cannot be preserved during the copy process. When that is the case, Velixo NX will remove the AutoFilters entirely, so as to avoid errors in your resulting file.

Important information regarding protected workbooks

If the workbook is protected WITHOUT A PASSWORD, the Snapshot process should create a workbook that is NOT protected.

If the workbook is protected WITH A PASSWORD, the process will stop, and the following message will be displayed:

Velixo NX warning dialog indicating the workbook is password-protected and cannot be processed by Snapshot