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Live 6: Not so fast reports and GIs, maybe Excel is best for reporting

April 15, 2021 by Tim Rodman

AUGForums.com Live is a bi-weekly broadcast run by Ryan Brown, CEO at xByte, an Acumatica Customer. Come ask questions during the broadcast!

Click here to watch the recording on YouTube with chat playback
Click here for upcoming broadcasts and previous broadcast recordings

0:00 AUGForums.com Live Introduction #Acumatica
3:28 What is Velixo?
6:20 Gabriel’s Background and Acumatica Story
17:17 How Velixo Extracts Data from Acumatica (OData)
20:52 Velixo Login / Authentication Advantages
23:56 Smart Refresh and Lazy Loading
25:34 Velixo Data Caching with SQLite
30:16 Mongolia, KFC, and Huge Excel Files
39:57 Ditching VLOOKUP, using Velixo Formulas, and Leveraging Existing Excel Skills
51:00 Sample Reports, including Construction Examples
53:58 Any Data with Generic Inquiries and Excel Dynamic Array Formulas
1:10:26 Ryan Challenging Smart Refresh
1:12:40 Scheduling Emails with Attached Excel / PDF Files
1:17:00 Velixo in Excel Online using a Web Browser
1:20:00 Futuristic Excel Report Distribution Service Idea
1:26:33 Velixo and Unposted Transactions
1:28:50 Final Thoughts

Today’s Guests

Gabriel Michaud
Location: Montreal, Quebec, Canada

PostID Related Links
Test #AcumaticaTnT #1 - Adding nicely formatting links to a Dashboard
Test #AcumaticaTnT #1 - How to make redirects in Acumatica and Popup warning
Test #AcumaticaTnT #1 - How to print multiple product labels based on a line item quantity WITHOUT a customization
Test #AcumaticaTnT #1 - Sync Sales Order User Defined Fields at time of Order Import from BigCommerce to Acumatica
Test #AcumaticaTnT #2 - Code to properly display totals on a Grid / Inquiry
Test #AcumaticaTnT #2 - Get Last Sales Price and Quantity without SQL
Test #AcumaticaTnT #2 - How to make selector for CSAnswers
Test #AcumaticaTnT #2 - Vote on Idea to merge customers/vendors, not just prospects
Test #AcumaticaTnT #3 - Default Sorting on Aggregate Results
Test #AcumaticaTnT #3 - Dynamically changing a selector for a given data record in grid for Acumatica
Test #AcumaticaTnT #3 - Joining to DateInfo Table Challenge
Test #AcumaticaTnT #3 - Mapping Acumatica Customer ID into BigCommerce
Test #AcumaticaTnT #4 - Acumatica Events Page
Test #AcumaticaTnT #4 - Creating "Harvester" Parameters
Test #AcumaticaTnT #4 - Sync an Item from BigCommerce to Acumatica using Sync Status as Side Panel
Test #AcumaticaTnT #4 - User-Defined Fields in Workflow and Attributes getting deprecated in future Acumatica versions
Test 1st ever Power BI User Group - Tim's the guy who brought his laptop to Mavis Winkle’s
Test Acumatica 2021 R1 Release Notes
Test Acumatica and Excel OData Credentials on Local Computer
Test Acumatica OData announcement and why it matters
Test Acumatica Summit 2021
Test Acumatica Summit 2021
Test Acumatica Summit 2021
Test Acumatica University
Test Arline Welty crashes the party
Test Big Data Iceberg - Calculation Engine vs. Data Visualization
Test BigCommerce University
Test Broadcast Notes
Test Broadcast Notes
Test Chip Fritsch
Test City Worth Loans
Test Contact Arline
Test Contact Laura
Test Creating Parameters in Excel that restrict data returned from Acumatica
Test DataQuest
Test Discussion Forum for Acumatica, OData, and Power BI
Test Doug and Steven Session at Summit 2021:
"Low Code/No Code Development with the New Workflow Engine"
Test Doug Presentation Slides
Test Embed Excel Online in Acumatica
Test Embed Power BI in Acumatica
Test Hackathon at Acumatica Summit 2021
Test Hackathon Recap Blog Post
Test Julian Schrenzel
Test Laura's Blog Post
Test Live Suggestions
Test New #AcumaticaTnT Feature on AUGForums.com
Test New Course: W150 Workflows
Test New GI Features coming to Acumatica in the future
Test Parallel Solutions
Test Picture of Ryan's Team Winning 1st Place
Test Rewind Copy for BigCommerce Sandboxes
Test Rob Collie - Guy who Tim Rodman learned Power BI from
Test Rob Collie's Best-Selling Book - Excel user's guide to Power BI
Test Ryan Brown Automation Steps Generic Inquiry
Test Ryan Brown Automation Steps Generic Inquiry Side Panel
Test Sample xByte BigCommerce Product Page
Test Skyvia database update tool for BigCommerce
Test SQL Joins
Test Ten Ways to Deliver Business Impact with Power BI
Test Thanks Shawn Slavin and ITA Alliance
Test Thanks Shawn Slavin for your office
Test Tim's Thoughts on Sage
Test Toon Six
Test What is Power BI?

Chat Transcript

Kay​
Rochester, NY

Dan Miller​
Denver CO

Anaxe Vars
​Wichita, Ks

Pavel Kabir​
Moscow, Mordor!

Patrick Kohler
​Long Beach CA

Pat Long
​upstate ny

jericdj
​La Verne / LA, CA

Pat Long
​expecting snow overnight

Isaac Ball
​Upstate NY

AUGForums dot com
​What a geek!

AUGForums dot com​
Does anyone have any questions that they’d like to ask Gabriel?

Fred Reiter
​Is this smart refresh persistent or only active while the workbook is open?

Pavel Kabir​
It’s persistent

Anaxe Vars
​If not a webservice nor odata what are you leveraging to access the data?

Fred Reiter
​Perfect.. Thank you!

Pavel Kabir​🚀

Anaxe Vars​
Is there a list of the Velixio formulas or help in excel on them?

AUGForums dot com
​https://support.velixo.com/hc/en-us/c…

AUGForums dot com
​Sample Construction Reports: https://support.velixo.com/hc/en-us/a…

AUGForums dot com​
Generic Inquiry Geek Out Broadcast: https://youtu.be/rp7EPsuANis

AUGForums dot com
​New Dynamic Array Excel Formulas: https://exceljet.net/dynamic-array-fo…

Anaxe Vars
​Multiple invoices per order

Dan Miller
​gotta run, great meeting, thanks!

AUGForums dot com​
Velixo YouTube Channel: https://www.youtube.com/channel/UCTzD…

Isaac Ball
​Thank you all, great presentation.

AUGForums dot com
​Velixo Website: https://www.velixo.com

AUGForums dot com​
YouTube Channel: https://www.youtube.com/c/velixo

AUGForums dot com
Workflow Engine Ideas: https://www.augforums.com/forums/ever…

Filed Under: Podcast Tagged With: Acumatica, Acumatica Blog, Acumatica Learning, Acumatica Podcast, Acumatica Training, Acumatica User Group, AUG Blog Audio Post

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