Manually Activating Velixo Classic

Overview

Excel needs to be configured to recognize the Velixo Classic add-in. Since Excel stores add-in configuration on a user-by-user basis, if multiple users use the same workstation or server, this step must be done for each user.

Typically, the Velixo installer takes care of this step automatically. There may be times, however, when the Velixo ribbon does not appear in the Excel toolbar and the user must activate the Velixo add-in manually.

Here is a video walkthrough of the process:


Manually Activating the Velixo Excel Add-in

  1. First, you need to know if you are using 32-bit or 64-bit Excel. See How to determine if Excel is 64-bit or 32-bit for help on this.

  2. In Excel:

    1. Click File

    2. Click Options

    3. Click Add-ins

    4. Select Excel Add-ins in the Manage textbox

      Excel Options Add-ins screen showing the Manage dropdown set to Excel Add-ins with the Go button
    5. Click the Go... button


  3. On the Add-ins screen, click Browse

Excel Add-ins dialog showing the list of available add-ins with the Browse button highlighted


  1. Excel Browse dialog will be displayed with the default location for Microsoft Add-ins:

Excel Browse dialog showing the file system at AppData Roaming location for selecting an add-in file

For most installations, this is in the user's APPDATA folder and you simply click on Roaming (as shown) (if you do not fall under the category of "most installations", we'll find out in just a moment and make an adjustment)

5. Double-click on Velixo:

Excel Browse dialog showing the Roaming AppData folder with the Velixo folder visible in the list

If you do not see Velixo in that window, and the address bar (where, in this image, you see AppData → Roaming) looks something like this instead:

AppData → Local → Apps → micr..stem_0000000000000000_0007.0001_a43cd824722753ba

Replace the entire contents of the address bar with %appdata%

https://s3.ca-central-1.amazonaws.com/cdn.velixo.com/helpdesk/UebWCiO9436MzOh7iYI-4sBDzgq9Qmx2vg.png


and press Enter.

You should now see Velixo in the list. Double-click that and proceed to the next step.

  1. Double-click on Velixo Reports Pro:

Excel Browse dialog showing the Velixo Reports Pro folder inside the Velixo directory

(older versions used the name Velixo Reports Pro for Excel and Acumatica)

  1. In that folder, select the bit-level of the Velixo that corresponds to the bit-level of Excel:

Excel Browse dialog showing VelixoReportsPro32.xll and VelixoReportsPro64.xll files for selecting the correct bit-level version


  1. If you get a message asking if you want to replace Velixo...

Excel dialog asking whether to replace the existing Velixo add-in with a Yes and No button

select Yes

  1. Velixo should now appear in the Add-ins list and be checked:

Excel Add-ins dialog showing Velixo Reports Pro listed and checked in the add-ins list


  1. Click OK, and the Velixo ribbon should now appear on the Excel toolbar.