Building formulas and queries with Velixo Intelligence

Overview

Velixo Intelligence composes Velixo formulas for you from a plain-language description. It writes the result into your worksheet or returns a ready-to-use formula you can copy and adjust. The article covers:

• Writing formulas,

• Building ERP queries,

• Reviewing the result.

Writing formulas

Describe what you need in the message box. Velixo Intelligence can provide you with a formula or insert the formula into the worksheet for you. Name the cell in your request to place the result, and name a worksheet to write on a sheet other than the one you are viewing. When you do not name a worksheet, Velixo Intelligence uses the sheet you are currently viewing.

Include the details you already know, such as the connection name, the account in question, etc.

List all active accounts in column A

When your request leaves out a detail the formula needs, Velixo Intelligence replies with a complete example populated with proposed values. Copy the example and replace the proposed values with your own:

I need a formula for the opening balance of GL code 12202

Velixo Intelligence favors the simplest formula that answers your request. A request for a list of master data, such as accounts or dimension values, returns an EXPAND-family formula rather than a query.

Building ERP queries

For requests that go beyond a single balance or list, Velixo Intelligence hands your request to a query-building agent for your ERP, for example:

Create a formula in A1 that pulls all GL transactions for March 2026

Reviewing the result

Velixo Intelligence can make mistakes. Review every generated formula and its output before you rely on it in a report. If a generated formula returns an error, see Troubleshooting formulas with Velixo Intelligence.