Refresh All

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

Logout

Disconnect Velixo NX from your ERP


Connections

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

Add Connection


Analysis

This section is used for performing Drilldown and provides information about the current Velixo functions being calculated any active network requests.

Using NX Drilldown


Options

The section 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)

Advanced options

Security: Allows you to remove all connection information from Excel

Remove formulas from the current workbook: Allows you to PERMANENTLY remove either all Velixo functions and formulas or all Velixo and Excel functions and formulas from your workbook.

WARNING!!!: this will affect the current workbook, irrevocably replacing the functions/formulas with the values they return. To avoid any data loss, make sure you have saved a copy of the file before using this option!

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