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Maintaining Formatting of Financial Periods

Applies to:

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



Overview


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


FinPer_reformat1.png


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:

FinPer_reformat3.png


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

FinPer_reformat4.png


Resolution

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...

FinPer_reformat5.png

... 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:


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