Prerequisites

The Velixo Add-in for Excel is compatible with Excel 2010 for Windows and later.

For more advanced GI and List features, Velixo recommends a recent version of Excel 365.

User of Excel Online or Excel for Mac may be interested in the preview version of Velixo NX.

Installing Velixo Reports

  1. Ensure that ALL instances of Excel are closed
  2. Your partner will provide a download link to the installation file.  If you do not have that link, you can download the appropriate version of Velixo Reports here below:
    1. Annual Channel OR Insider Channel
  3. Locate the downloaded file

    where_to_find_your_download.png
  4. Click on the file.  The installer will start, and you just need to follow along. 
    Installation takes only a few seconds. When complete, leave the check in the box and click the Finish button to launch Excel automatically.
velixo_installer.png

 

Updating the Velixo add-in

Automatic updating is built into the product. Every time you start Excel, the add-in will check if a newer version is available and offer to download it.