NX side panel
additional interface for Velixo NX
Harry Lewis avatar
Written by Harry Lewis
Updated over a week ago

Refresh All

Allows you to refresh the data in your report. See Refresh All for detailed information about Smart Refresh and Full Refresh.


Disconnect Velixo NX from your ERP


This section is used to define the information for accessing your ERP


By clicking the Status button on the Velixo NX ribbon...

... the side panel provides information about the current Velixo functions being calculated any active network requests.


When the Options button on the Velixo NX ribbon is clicked...

... the Velixo NX side panel allows you to update the options that determine how Velixo NX operates.

Refresh behavior

Refresh data when opening the file: When checked, a Smart Refresh will be performed when the workbook is opened.

Refresh external data sources and PivotTables when refreshing this workbook: When checked, this setting will automatically refresh both PivotTables and non-Velixo external data sources when using the Velixo NX Refresh feature.

Account balance sign

Controls the way the balances of the liability and income accounts are represented in your worksheets. The following options are available:

Normal (Default value): The credit balances for liability and income accounts are displayed as positive numbers, and the debit balances are displayed as negative numbers. In this mode, the total balance of all asset and expense accounts is equal to the total balance of all liability and income accounts (and Assets + Expenses = Liabilities + Income)

Reversed: The credit balances of liability and income accounts are displayed as negative numbers, and the debit balances are displayed as positive numbers. In this mode, the total balance of all accounts is equal to zero (i.e., Assets + Expenses + Liabilities + Income = 0)

Drilldown sheet destination

Controls whether drilldown sheets are created in the current workbook or if they are created in a separate workbook.

Blank rows handling in "Hide Zero Rows"

Controls how blank rows/columns should be handled after hiding zero rows/columns in a report. There are three possible settings:

  • Preserve all blank rows (default value): Rows/columns with blank values will remain visible in the report

  • Hide all blank rows: Blanks will be treated the same as zeros and those rows/columns will be hidden

  • Hide consecutive blank rows, keep at most one: All but the first of consecutive blank rows/columns will be hidden; only the first will be remain visible in the report

Generic inquiries options

If your report contains Velixo GI functions, the Options window includes a setting section for each Generic Inquiry referenced from within the report:

Using the edit ("pencil") icon, the side panel displays the options for the specific generic inquiry:

Refresh Mode

Allows us to control how much data is retrieved from the database. There are two options for Refresh Mode: Smart Refresh and Full Refresh.

Key columns

Key columns are those fields which uniquely identify each record in the Generic Inquiry. An example of a unique field for a list of GL accounts would be the AccountCode. Another example for invoice document lines would be the combination of Document Type, Invoice Number, and Line Number.

NOTE: Typically, a Description field or an Account Class would not suffice as a key field (since there are many duplicate values in tables that contain such fields). Doing so would result in an error message when using GI functions with that Generic Inquiry.

Also note that there is no universally applicable unique field, and a set of keys would typically differ across Generic Inquiries. For example, AccountCode can guarantee uniqueness in the chart of accounts, but would not suffice as a key in a list of GL transactions, where multiple lines can contain the same account.

When used with Full Refresh, Velixo NX does not require the configuration of key fields for use with the GI function. Keys are necessary only if we want to use Smart Refresh and/or if we want to use the GILOOKUP function.

Missing identifier behavior

This setting determines if Velixo functions will return zero if one or more of the specified values or the financial period is not found in the current tenant. This option is useful when creating reports that consolidate data from multiple tenants with different configuration. You must refresh your report after changing this option.

Advanced options

Security: Allows you to remove all connection information from Excel

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