Options
Created by Damien Zwillinger, Modified on Fri, 12 Jul at 12:41 PM by Harry Lewis
Several options are available to control certain features or the behavior of Velixo NX based on your preference, such as:
- Refresh behavior
- Account balance sign
- Drilldown sheet destination
- Transaction drilldown presentation
- Blank rows handling in "Hide Zero Rows"
- Generic inquiries options
- Missing identifier behavior
- Options for large Sage Intacct databases
- Maximum number of operations per API request in Sage Intacct
- Maximum number of simultaneous functions to process
By clicking the Options button on the Velixo ribbon...
... the Velixo NX side panel is opened, allowing you to update the options that determine how Velixo NX operates:
Refresh behavior
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Account balance sign
(applies to Acumatica, Cegid, Haufe 360, Jamis Prime, and MYOB connections)
Controls the way the balances of the liability and income GL accounts are represented in your worksheets. The following options are available:
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Drilldown sheet destination
Controls whether drilldown sheets are created in the current workbook or if they are created in a separate workbook. |
Transaction drilldown presentation
(applies to Sage Intacct connections)
Controls whether transaction drilldown into Sage Intacct directs to the default Summary (GLENTRY) screen or the Detail (GLDETAIL) screen. |
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:
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Generic inquiries options
(applies to Acumatica, Cegid, Haufe 360, Jamis Prime, and MYOB connections)
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: Note: The ERP only supports the use of Smart Refresh with those generic inquiries that do not contain binary or date fields which include the words "modif" or "stamp" (e.g., LastModifiedDateTime, LastModified, tstamp, timestamp). For inquiries that do include such fields, only the option for Full Refresh will be available.
Important: ... If a generic inquiry (which has been used within the report) subsequently becomes unavailable (by being removed from either the ERP or its OData feed), a notification icon will appear in and the edit icon will be removed from the Generic Inquiries Options section... ... and Excel will display a #VALUE! message wherever that inquiry is referenced: |
Refresh Mode
Allows you to control how much data is retrieved from the database. There are two options for Refresh Mode: Smart Refresh and Full Refresh.
Key columnsKey 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 are 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.
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Options for large Sage Intacct databases
(applies to Sage Intacct connections)
|
Maximum number of operations per API request in Sage Intacct
(applies to Sage Intacct connections)
Maximum number of simultaneous functions to process
This setting configures the maximum number of functions that Velixo will attempt to evaluate at any one time. This can be adjusted to accommodate the resources available on your system. |
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