Embedding a Velixo NX report in Acumatica

Created by Damien Zwillinger, Modified on Mon, 04 Sep 2023 at 01:59 AM by Damien Zwillinger

Applies to:

  • Velixo NX
  • Acumatica, Cegid, MYOB


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:




  • 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 the Classic version of Velixo.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article