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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

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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