Tips and Tricks Archives - Jedox for beginners

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...

Hide and show setting with canvas

May 7, 2024May 7, 2024 by Jedox 4 BeginnersNo Comments

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!...

How to Connect Amazon S3 and Jedox via REST Connection

April 4, 2024April 4, 2024 by Jedox 4 BeginnersNo Comments

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...

Connection to Google Sheets

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

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...

Mastering Jedox Cell Locking: 5 Methods for Data Protection

March 2, 2024March 2, 2024 by Jedox 4 Beginners2 Comments

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...