Tips and Tricks Archives - Jedox for beginners

How to Use Drillthrough in Jedox with PostgreSQL

December 17, 2024December 18, 2024 by Jedox 4 BeginnersNo Comments

Drillthrough is a very useful feature in Jedox that helps users get more detailed data directly from their cubes. For example, when analyzing aggregated data, you can right-click on a cell in your report and see the detailed information behind it. This can save a lot of time when you need deeper insights without creating complex new reports. In this article, I will explain: Why drillthroughs are used. What options do you have for setting up drillthrough. A step-by-step guide on how to use PostgreSQL as a drillthrough source in Jedox. A referral link to get started with a free PostgreSQL database on Aiven. Why Use Drillthrough? Drillthrough is commonly used in analytics to: Quickly check the source data behind aggregated values. Validate the data loaded into the cube. Provide more transparency to report users who want to see raw data. For example, if you have sales data aggregated by country, a drillthrough could show the transactions from individual stores or sales representatives in that country. Options for Drillthrough in Jedox In Jedox,...

Create Dynamic Organizational Charts with Jedox

December 3, 2024December 3, 2024 by Jedox 4 BeginnersNo Comments

Organizational charts are essential tools for visualizing the structure of teams and organizations. They help to showcase relationships between different roles or departments, making it easier to understand the chain of command or responsibilities. Using Jedox, you can create a dynamic and interactive organizational chart that automatically updates with changes from your spreadsheet data. Why Use an Organizational Chart? Organizational charts can be used for: Visualizing Team Structures: Understand how teams and departments are organized. Presenting Hierarchies: Show the chain of command or reporting lines. Onboarding New Employees: Help new hires quickly familiarize themselves with the organization. How to Create a Dynamic Chart in Jedox With Jedox widgets, creating an organizational chart becomes an easy process. Widgets allow you to dynamically pass spreadsheet data into an HTML/JavaScript code snippet to render visualizations. Here’s an example: Spreadsheet Setup: Organize your data in a parent-child format. Usually, this is the data that comes from Dimension. For this example, we will copy bellow table into dimension "OrgStructure" which will be used in...

Create Waterfall chart in Jedox

October 23, 2024October 23, 2024 by Jedox 4 BeginnersNo Comments

A Waterfall Chart is an effective way to visualize the cumulative effect of sequential positive and negative values, especially when analyzing changes in financial data like profit and loss statements, sales figures, or expense breakdowns. In this article, we will guide you on how to create a Waterfall Chart using Jedox. What is a Waterfall Chart? Before we dive into the steps, it’s important to understand the basics of a Waterfall Chart. This type of chart shows how a value changes as positive and negative values are added to the initial starting point. Typically, a waterfall chart starts with a bar that represents the initial value, followed by bars that represent positive and negative changes, and ends with a final cumulative value. Use Cases for Waterfall Charts: Financial Reporting: Show breakdowns of revenue, costs, and profit changes over time. Budgeting: Track actual versus budgeted performance, and isolate the factors driving the variance. Sales Analysis: Display how individual deals contribute to the overall sales figure. Steps to Create...

PGP Decryption for Secure File Handling

October 3, 2024October 6, 2024 by Jedox 4 BeginnersNo Comments

In today’s post, I’m excited to share an important update coming with Jedox 24.2: PGP decryption is now supported for file uploads, and it works with all major formats—Excel, CSV, JSON, Parquet and XML. This is a big step forward in helping you manage sensitive data securely within Jedox. Why PGP Decryption Matters If you’re handling sensitive or confidential data, security is key. PGP (Pretty Good Privacy) is a widely used encryption method that helps protect files from unauthorized access. With Jedox 24.2, you can now easily decrypt these PGP-encrypted files directly in the platform. This ensures your data stays secure while you work, without needing extra software. Simple and Secure: Using the Jedox Key Vault One of the great things about this new feature is its easy use. You can upload your private PGP keys to the Jedox secure key vault. This keeps your keys safe and ready to use whenever you need to decrypt files. Once your key is uploaded, the decryption...

Attaching items and sending email via Groovy in Integrator

August 30, 2024August 30, 2024 by Jedox 4 BeginnersNo Comments

Hello, dear readers! Today, I want to share with you an important use case that might be very useful in your daily work with Jedox. If you are working with Jedox Integrator and Report Designer, sometimes you need to automate processes to make your work easier and faster. One of these tasks might be copying a file from Report Designer, saving it to your file system, and then sending it as an email attachment. I will show you how to do this using a Groovy script. Let’s imagine a scenario where this might be necessary. Business Scenario Let’s say you are working in the finance department of a company, and every month you prepare financial reports using Jedox. These reports could be in different formats, like Excel (XLSX), CSV, or even images like PNG. After preparing these reports, you need to send them to your colleagues or your boss for review. For example, you generate a monthly sales report in Excel format using...

Calendar Extract (Month, Year and Life To Date patterns) in Jedox

August 23, 2024August 23, 2024 by Jedox 4 BeginnersNo Comments

Understanding how to create and use Calendar Extracts in Jedox is crucial for effective time-based analysis. Calendar Extracts are essential for breaking down your data into manageable and meaningful periods, like months, years, or Life to Date (LTD) views. In this guide, we'll walk you through how to set up these patterns in Jedox and explore real-life scenarios where each pattern is most effective. What is a Calendar Extract in Jedox? A Calendar Extract in Jedox Integrator is a feature that allows you to filter and segment your data based on time periods such as months, years, or the cumulative period up to the current date (Life to Date). This is particularly useful for generating your Time dimensions and subsequently reports, dashboards, or performing time-series analysis. In this post, we will focus on 3 common use cases: Month Pattern - MTD captures data from the 1st of the month through to the most recent complete day.: Use Case: Monthly financial reporting, monitoring sales trends,...

Simple Scrolling Marquee Widget for Your Jedox Dashboard

August 16, 2024August 16, 2024 by Jedox 4 BeginnersNo Comments

Creating dynamic and visually engaging dashboards is crucial for effectively presenting financial data in Jedox. One way to add a dynamic visual element to your dashboard is by incorporating a scrolling widget. This guide will walk you through creating a simple marquee widget, which can display important announcements or highlights within your Jedox dashboard. What is a Marquee? It is a scrolling text effect that runs across a webpage. Although the HTML tag is outdated and not recommended for modern web development, it is still supported by many browsers and can be used for quick and simple effects like the one we are creating here. Why Use a Marquee Widget? Dynamic Content: It adds a dynamic element to your dashboard, making it visually appealing and drawing attention to important information.Ease of Use: Simple to implement and customize, a marquee widget can be quickly added to any dashboard.Highlight Important Information: Use a marquee to highlight important announcements, updates, or key financial metrics. Adding the Marquee to...

Refreshing Rules in Jedox: A Step-by-Step Guide

August 9, 2024August 9, 2024 by Jedox 4 BeginnersNo Comments

Hi team, today we will talk about keeping your OLAP (Online Analytical Processing) rules up-to-date in a dynamic environment where data changes frequently. Jedox, a powerful platform for planning, analytics, and reporting, allows users to refresh or update rules easily from the spreadsheet server in case your business rules are set in that way. In this post, we'll dive into how you can use a simple PHP function to refresh rules for a specified database and cube. Why Refresh Rules? In Jedox, rules define how data is calculated within a cube. For instance, you might have rules that calculate 'Price' or 'Units' in a sales-related cube. When underlying data or logic changes, these ones need to be recalculated or refreshed to ensure the accuracy of your reports and dashboards. The Code Explained Here's a look at a simple function that makes the refresh in Jedox: function _Refresh_Click(){ $host = $_JEDOX['OLAP_HOST']; $port = $_JEDOX['OLAP_PORT']; $conn = palo_init($host,...

Welcome to the UEFA 2024 Prediction Game! ⚽⚽⚽

June 5, 2024June 17, 2024 by Jedox 4 BeginnersNo Comments

We are thrilled to announce the launch of our UEFA2024 Prediction Game, built-in Jedox! This interactive and competitive game is designed to enhance your EURO 2024 experience, allowing you to predict match outcomes, identify top players, and ultimately challenge your football knowledge against fellow enthusiasts. Here’s everything you need to know to get started and make the most of this exciting application. https://youtu.be/36MhQiqttSU Key Features of the Prediction Game Our application offers several user-friendly features designed to keep you engaged throughout the tournament: Menu: The main hub where you can navigate to various sections of the game. Input Screen: Submit your predictions for each game, including match winners and goal counts. Leaderboard: Track your ranking and compare your performance with other players. Top Scorer, MVP, and Champion Predictions: Make your picks for the tournament’s best player, top scorer, and the winning team. Daily Player Predictions: Review and submit daily predictions, with opponent predictions revealed after kick-off to ensure fair play. My Results: Check your past predictions and see how...

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

June 2, 2024June 2, 2024 by Jedox 4 BeginnersNo Comments

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...