Meet Your New Jedox Chatbot Assistant: Instant Answers, Anytime!

Meet Your New Jedox Chatbot Assistant: Instant Answers, Anytime!

In today's fast-paced digital world, finding information quickly is crucial. At Jedox4Beginners.com, we are excited to introduce a powerful new feature to make your experience smoother: our interactive chatbot. This smart tool allows you to ask any question, and the bot will search our website to find the answers you need. Here’s how you can use our chatbot and the benefits it brings. How to Use Our Chatbot Using our chatbot is simple: Access the Chatbot: Click the chat icon at the bottom right corner of our website.Ask Your Question: Type your question about Jedox, such as "How to create a new project in Jedox?".Receive Instant Answers: The bot quickly searches our website and provides relevant information.Follow-Up Questions: Continue the conversation if you need more details.1 https://youtu.be/cvwSsDlJvho Benefits of Using the Chatbot Time-SavingThe bot saves you time by providing instant answers, so you don't have to browse through multiple pages. Enhanced User ExperienceIt makes navigating our website easier and more efficient, offering a pleasant and productive experience. Discover...
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Hide and show setting with canvas

Hide and show setting with canvas

Back in 2023, Jedox introduced the new component of Canvas. Year after, it is widely used by organizations and Jedox users. Apart from standard functionalities which we covered: https://jedox4beginners.com/canvas-kpi-cards-in-jedox-a-comprehensive-guide/ today we present a trick of how to hide combo boxes, labels, checkboxes and rows individually in a report for a smoother look and feel for the customer. For this exercise, we will show how this combines with the reports coming from our BPA models. In case you want to learn more about them you can check it here. https://knowledgebase.jedox.com/models/accelerators/best-practice-accelerator.htm You can hide a whole stack with one setting. Happy canvassing!...
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Connection to OneDrive

Connection to OneDrive

This week we will talk about how can Jedox connect to OneDrive. OneDrive is a cloud storage service developed by Microsoft, allowing users to store files and photos securely online, accessible from any device with an internet connection. It integrates with Microsoft Office applications and offers collaboration features for sharing and editing documents in real time. We will showcase two ways of doing it, with a username and password and with a token connection. Connecting with Username and Password This method is less secure but allows users to simply access the files. Upload the file you would like to access from Jedox and specify the path: It is important to know your Azure application ID. you can request it from your IT department or in case you have access to your application Azure find it here: Now, if you test your connection to file it should be successful. Connecting via Token Connection As for the first case, you will need to have existing credentials to access the...
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How to Connect Amazon S3 and Jedox via REST Connection

How to Connect Amazon S3 and Jedox via REST Connection

In today's data-driven world, integrating various systems and services is essential for efficient data management and analysis. Connecting Amazon S3, a powerful cloud storage service, with Jedox, a leading enterprise planning and analytics platform, can streamline data workflows and enhance decision-making processes. In this tutorial, we'll guide you through the process of setting up a REST connection between Amazon S3 and Jedox. Prerequisites Before we begin, make sure you have the following prerequisites: Amazon Account Creation: If you haven't already, sign up for an Amazon Web Services (AWS) account here. Creating an S3 Bucket: Log in to the AWS Management Console and create a bucket in Amazon S3 to store your data. Generating a Policy: Generate a policy in AWS Identity and Access Management (IAM) to define permissions for accessing the S3 bucket. Uploading a File to the Bucket: Upload a file to the S3 bucket to test the connection. Creating a Role: Create an IAM role to grant access to AWS resources. Creating a REST API: Set...
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Connection to Google Sheets

Connection to Google Sheets

In today's data-driven world, integration between different platforms is essential for efficient workflow management and data analysis. With the latest integration of Google Sheets within Jedox with version 24.1, users can now combine the power of Jedox's data management and analytics capabilities with the collaborative features of Google Sheets. In this beginner's guide, we'll walk you through the steps to set up this integration and harness its full potential. Setting Up Google Cloud Project The first step in integrating Google Sheets with Jedox is to create a Google Account if you don't have one already. Then, head over to Google Cloud Console (https://console.cloud.google.com/) and create a new project. Creating OAuth 2.0 Client ID Once the project is created navigate to the Credentials section in your Google Cloud Console https://console.cloud.google.com/apis/credentials and create an OAuth 2.0 Client ID and Secret. Make sure to specify the authorized UI as https://developers.google.com/oauthplayground to generate Refresh and Access Tokens. Generating Tokens with OAuth 2.0 Playground Utilize the Google OAuth 2.0 Playground to...
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Mastering Jedox Cell Locking: 5 Methods for Data Protection

Mastering Jedox Cell Locking: 5 Methods for Data Protection

Introduction In this guide, we'll explore five methods to automate cell locking and unlocking, catering to both manual and dynamic scenarios. Whether it's manual intervention, central control, or dependency on specific parameters, Jedox offers versatile solutions to meet your data protection needs. Let's start. Manual Lock and Unlock: Empowering Users with Control Learn how to manually lock and unlock cells directly from the spreadsheet interface, giving users immediate control over data access and modification permissions. Central Control Button: Streamlining Administrative Oversight Discover the central control button feature, enabling administrators to swiftly lock cells across reports, ensuring data integrity and enforcing security policies. By creating a central setting element, we can access this value from any other report section or control dashboard. In this example, we will keep it on the same page. Automatic Lock Based on Time Parameters: Explore the functionality to automatically lock cells based on time parameters such as month, day, or hour. By setting predefined schedules, ensure data confidentiality and prevent unauthorized modifications...
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How to Create Bubble Chart in Jedox: A Beginner’s Guide!

How to Create Bubble Chart in Jedox: A Beginner’s Guide!

Bubble charts are powerful visualization tools that can effectively represent three data dimensions simultaneously: the x-axis, y-axis, and the size of the bubbles. In Jedox, creating a bubble chart is a straightforward process that allows users to gain insights into their data relationships with ease. In this guide, we'll walk through the steps to create compelling bubble charts in Jedox, catering specifically to beginners. Understanding Bubble Charts: Before diving into the creation process, it's essential to understand the fundamental components of a bubble chart. Unlike traditional charts like line or bar graphs, bubble charts utilize bubbles to represent data points. The x and y-axes denote two dimensions of data, while the size of the bubbles indicates a third dimension. This unique representation enables users to visualize complex data relationships intuitively. Getting Started with Jedox: To create a bubble chart in Jedox, you'll need to access the Jedox Web interface. Once logged in, navigate to the Jedox Web Reports module to begin building your chart. Step...
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HTML custom meter bar in Jedox

HTML custom meter bar in Jedox

Jedox is a powerful tool for spreadsheet-based planning, analysis, and reporting. One of its features is the ability to customize spreadsheets using HTML and CSS, allowing users to create visually appealing and interactive dashboards directly within their Jedox environment. In this beginner's guide, we'll walk you through the process of integrating HTML and CSS code into your Jedox spreadsheets, enabling you to design stunning visualizations and enhance the user experience. Step 1: Setting Up Your Jedox Spreadsheet First, open your Jedox environment and navigate to the spreadsheet where you want to implement custom styling. Create a new worksheet or open an existing one where you'd like to add visual elements. Step 2: Adding HTML and CSS Code Once you've selected your worksheet, you can start adding HTML and CSS code to customize its appearance. For example, let's say you want to create a meter bar to track project completion or budget consumption %. You can use the following code: <style> meter { ...
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Subsets, Lists and Virtual Dimensions in Jedox

Subsets, Lists and Virtual Dimensions in Jedox

In the realm of Jedox, manoeuvring through different data structures such as subsets, virtual dimensions, and lists can feel like finding your way through a maze. Each of these possibilities has its unique function, and knowing how and when to utilize them can greatly improve your Jedox usage. This guide will explore subsets, virtual dimensions, and lists in-depth, covering their uses, benefits, drawbacks, and the optimal situations for integrating them into your Jedox endeavours. Subsets Subsets in Jedox act as filtered views of dimensions, allowing users to focus on specific elements within a dimension. They are useful for simplifying data analysis and report generation by narrowing the scope of data to relevant subsets. They can be static or dynamic, meaning they can either have fixed elements or dynamically adjust based on specified criteria. Within Jedox subsets, users can filter elements by including or excluding specific ones, applying dynamic criteria like numerical, text, or date ranges, leveraging hierarchical relationships to select entire branches...
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Integrating Jedox Reports from Excel to PowerPoint

Integrating Jedox Reports from Excel to PowerPoint

In this guide, we’ll walk you through the steps to integrate Jedox reports from Excel into PowerPoint presentations, allowing for dynamic and effortless updates. Step 1: Creating a Paste View with the Jedox Add-in for Excel Rescently, Jedox released a new Excel 365 Add-in which allows you to read and analyze data from your Jedox instance and store values and comments to the Jedox In-Memory Database while using Excel 365 desktop or browser, without requiring local installation, simplifying deployment and access to the latest features. So to begin, open Excel and ensure you have the Jedox Add-in installed. If you haven’t already installed it, you can find detailed instructions on how to do so here. Once the add-in is installed, navigate to the data you want to include in your PowerPoint presentation. With the Jedox Add-in, you can easily create a Paste View by selecting the desired area of your spreadsheet. This Paste View serves as a snapshot of your data that can...
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