Embedding a Velixo report in Acumatica

Created by Damien Zwillinger, Modified on Tue, 13 Feb 2024 at 01:57 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Velixo Classic
  • Acumatica, Cegid, MYOB, CEGID, Jamis Prime


Overview

After creating a Velixo report, it can sometimes be helpful to be able to view the report directly within your ERP Dashboards

 

How to do it

Spreadsheets that are saved to SharePoint/OneDrive can be embedded.  The main limitation is that they are read-only and cannot be refreshed from the dashboard (this is a limitation within Excel, not your ERP or Velixo).

 

You can add them to a dashboard as an external embedded page. 

 

This is accomplished using the Excel Online "Embed" functionality:

 

 

Requires:

  • Creating a new dashboard

  • Adding a widget to embed and external Excel Online spreadsheet


The URL you will need can be retrieved by following the instruction here: https://support.microsoft.com/en-us/office/embed-your-excel-workbook-on-your-web-page-or-blog-from-sharepoint-or-onedrive-for-business-7af74ce6-e8a0-48ac-ba3b-a1dd627b7773 

 

If you wish to refresh the report, you can click on the Excel link to view it in Excel Online (with Velixo NX) or the Desktop Edition of Excel with either Velixo NX or Velixo Classic.

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