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

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

Step-by-Step

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

Intell1.png

(note: 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:

Intell2.png

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

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

Intell3.png

Troubleshooting

If no match is displayed, check that you have entered a valid Connection name. Velixo Reports 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 parameter values..." will appear. After a moment, when Velixo Reports has had time to read your data, suggestions will start to appear.

Note that when you have entered any non-quotation mark as the first character of the parameter value, the Best Match and Possible Values will not appear. Velixo Reports 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 parameters:

  • 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 parameter. Repeatedly and quickly press F2 before the next suggestions is displayed can cause Excel to get confused and enter unpredictable values.

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