Maintaining Formatting of Financial Periods

Created by Damien Zwillinger, Modified on Wed, 13 Sep 2023 at 03:03 AM by Damien Zwillinger

Applies to:

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex



As is common if many reports, your report may contain Financial Periods.


Known Issue

When using the Velixo Copy Workbook Without Formulas feature:



Or either of the Distribution List options which remove Velixo functions from the resulting file:



Excel can reformat certain results (such as those from the FinancialPeriodList function) as either numbers or Excel dates:




This is due to Excel behavior that looks to convert what looks like a date into a date when no other formatting is set in a cell.


To resolve this in the original report, highlight any cell(s) that Excel is re-formatting, select the Format pulldown from the Home ribbon on the Excel toolbar...



... and select Text


Now, when using Velixo features to create a workbook without Velixo functions, there will be a specific format associated with the Financial Period cells and that format will be maintained in the resulting workbook:


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