Are you looking for an efficient way to manage and organize your reports in Jedox? This guide will explore how to export folders and files from Jedox Report Designer and transform them into a dynamic dimension of elements within the Modeler. By leveraging the paths as attributes, we can create an easily navigable system to represent all reports in the Jedox environment, enhancing user experience and productivity.

Export the project from here.

Exporting Folders and Files from Jedox Report Designer

  1. Organize Your Reports: Ensure your reports are systematically organized within the Jedox Report Designer for exporting.
  2. Export Data to Modeler: Utilize the ETL Integrator to transfer folders and file names as dimension elements to the Modeler. Check the project for the details.

Creating a Dimension with File Paths as Attributes

  1. Set Up the Dimension: In the Modeler, create a new dimension with the exported file paths as attributes, allowing for a representation of the report structure.
  2. Configure Attribute Settings: Customize the attribute settings to ensure navigation and clear visibility of the report hierarchy.
report in modeler

Utilizing the Dimension in the Report Spreadsheet

  1. Integration in Reports: Incorporate the newly created dimension within the Spreadsheet to represent all reports in the system.
  2. Implementing Macro Functionality: Develop and integrate a user-friendly macro that enables users to access specific reports by clicking on the respective dimension name, streamlining the navigation process.
report list

By following these steps, you can significantly optimize the management and accessibility of reports in your Jedox environment. This approach ensures users can navigate the system, enhancing productivity and overall user experience.

Empower your team with a simplified and organized reporting structure using these effective techniques in Jedox. Make the most of your reporting capabilities and propel your business forward with a more efficient and user-friendly approach.

Export the project from here.

5 Comments

  • Alan Bates

    Thanks for this, just having a little problem with the menu opening the previously selected file and not the currently selected file from the All Files and Folders menu. I’ve tried to see whether the menu could work from an Action rather than the macro but unable to see a way forward with this either.

  • Hi Alan,
    you are right. Please update the code to macro:

    function navigate(){
    $targetReport = retrieve_variable(‘varTargetReport’);
    $database = “localhost/FoldersFiles”;
    $link = application()->palo_data($database,”#_Folders and Files”,”path”,$targetReport,”~”);
    //return __msgbox($link, ‘Warning’, ‘Warning’);

    return __hyperlink($link,’open’);

    }

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