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Auto Selecting arguments when entering Velixo functions

Overview

There are three methods which can be used to enter Velixo functions into your reports:

  1. Using Excel's Insert Function feature

  2. Entering your function in the Formula Bar

  3. Entering your function directly in the cell

Three numbered ways to enter a Velixo function in Excel, one is the Insert Function fx button, two is the Formula Bar, three is direct entry in a cell

When manually typing your functions in either the Formula Bar or directly in the cell, Velixo helps you select the specific arguments to use in your functions.

Step-by-Step

As you start typing your Velixo functions and have not yet started typing a argument (or you have typed a double quote mark: " ), Velixo will suggest what appears to be the best match for the specific argument you are about to enter:


ACCOUNTENDINGBALANCE function being typed in Excel with the Velixo argument helper tooltip showing the Connection argument and a Best match of Velixo


Velixo will update the suggestion as you type


If you would like to accept the suggestion, simply press F2 (once) and Velixo will place the Best Match in your function:

The same formula after pressing F2 with Velixo inserted as the Connection argument, and the next Best match suggestion ACTUAL for the Ledger argument

As you continue to enter arguments, Velixo will continue to suggest the best match based on the argument you are entering and whatever text you have typed.

You can continue to press F2 whenever the suggested match is what you want:


The same formula after pressing F2 again, now with ACTUAL inserted as the Ledger argument

Troubleshooting

If no match is displayed, check that you have entered a valid Connection name. Velixo cannot make suggestions if it cannot find a connection with the name you specified.

Sometimes, when Excel or your report is first started, there may be a slight pause before the suggestions are displayed. Instead, the text "Preparing best match and possible argument values..." will appear. After a moment, when Velixo has had time to read your data, suggestions will start to appear.

When you have entered any non-quotation mark as the first character of the argument value, the Best match and Other possible values will not appear. Velixo assumes that you want to enter a formula or a cell reference, rather than a value from your data.


Best Match suggestions are available for the following arguments:

  • Connection Name

  • Ledger Name

  • Account Class

  • Account Code

  • Subaccount Code

  • Branch Name

  • Financial Period ID

  • GI name (in GI functions)

  • Columns names (in the GIFILTER function)

Be sure you press F2 just once for each argument. Repeatedly and quickly pressing F2 before the next suggestion is displayed can cause Excel to get confused and enter unpredictable values.