Tips and Tricks Archives - Jedox for beginners

How to Embed Jedox Reports in Salesforce?

November 5, 2025November 5, 2025 by Jedox 4 BeginnersNo Comments

Salesforce is the backbone for many sales teams, while Jedox is a powerful tool for planning, budgeting, and forecasting. Combining both can give your team real-time insights directly inside Salesforce, without switching between systems. In this post, I will show you three main ways to embed Jedox reports in Salesforce, plus some technical tips to make it work smoothly. Integration Methods Overview There are three practical approaches: In-App Integration – Add Jedox as a web tab inside your Salesforce app In-Object Integration – Embed Jedox reports directly in Lightning pages Anywhere via Hyperlink – Use hyperlinks to open Jedox reports from any object And yes, there are other advanced options like Visualforce pages, iFrames, or Apex coding, but let’s focus on the easiest ones first. 1. In-App Integration – Jedox as a Web Tab This method adds Jedox as a web tab inside your Salesforce app. How it works: Create a Web Tab in Salesforce Choose Tab Type: URL Add the Jedox report URL with parameters Authenticate via SSO or username + password Example URL...

Trigger Jedox ETL Jobs via OData – With and Without Variables

October 22, 2025October 22, 2025 by Jedox 4 Beginners2 Comments

Why this topic? Many Jedox users ask me: “Can I trigger ETL jobs from outside Jedox? Maybe from Power Automate, or even from a custom app?” Yes, you can! And the answer is: Jedox OData Hub. In this post, I will show you how to trigger ETL jobs using OData API – with and without variables. I will also explain how to get the OData license, and give you a real-life use case that maybe sounds familiar to you. What is Jedox OData Hub? Jedox OData Hub is a cloud-based service that allows you to access data from Jedox OLAP and Integrator using the OData v4 standard. [knowledgeb....jedox.com] With it, you can: Read cubes, dimensions, and views Run ETL jobs (loads, extracts, transforms) Pass variables to jobs Connect to tools like Power BI, Excel, Power Automate, or your own app 🔐 How to get the OData license? OData Hub is not included by default in all Jedox licenses. You need a separate license which can be found in Jedox Ecosystem Connector License. To get...

Integrating DeepL with Jedox: Smarter Translations for Global Planning

September 5, 2025September 5, 2025 by Jedox 4 BeginnersNo Comments

Introduction Jedox is a powerful platform for enterprise planning, but when teams span multiple languages, communication can become a challenge. That’s where DeepL, an AI-powered translation service, comes in. In this post, we’ll explore why integrating DeepL with Jedox makes sense, how to do it, and where it can add real value—especially in translating comments and user-generated content. Why DeepL? Accurate translations: DeepL is widely praised for its natural-sounding translations, especially in business contexts. Fast and scalable: Translate content instantly without leaving Jedox. Improved collaboration: Make dashboards and reports accessible to global teams. How to Integrate DeepL with Jedox Step 1: Get Your API Key Visit https://developers.deepl.com/docs/getting-started/intro and sign up for an API account. You’ll receive an auth_key to use in your requests. Step 2: Create a REST Connection in Jedox Integrator Go to Integrations > Connections Choose REST as the connection type Set the base URL:https://api.deepl.com/v2/translate Add parameters: Authorization=DeepL-Auth-Key [YOUR_API_KEY] Content-Type: application/json Accept: application/json text=YourText target_lang=EN (or any supported language code) Use Cases in Jedox 1. Translating Cell Comments Enable users to write comments in their native language and have them auto-translated for reviewers in other regions. 2. Multilingual Dashboards Use DeepL to translate...

Tracepoints in Jedox ETL: A Beginner’s Guide

June 27, 2025June 27, 2025 by Jedox 4 BeginnersNo Comments

If you're new to Jedox Integrator, one of the most powerful tools you’ll want to learn early is the tracepoints. It’s a simple but useful feature that helps you see what your data looks like at different stages of your ETL process. In this guide, we’ll explain what tracepoints are, how to use them, and walk through a real-world example using employee data. What Are Tracepoints? A tracepoint is like a checkpoint in your ETL process. It lets you capture and inspect the data flowing through your Extract, Transform, and Load steps — without changing the data itself. Think of it like placing a camera on a conveyor belt: it takes a snapshot of the data at that moment, so you can see what’s happening behind the scenes. Why Use Tracepoints? Here’s what tracepoints help you do: Debug: Spot errors in your data flow Validate: Confirm that transformations are working Audit: Track what data was processed and when Filter: Focus on specific rows (e.g., one employee) Real-World Example: Trace a Specific Employee Let’s say you’re working with a CSV...

🎨New New New!! Jedox Charts and Themes

April 10, 2025April 10, 2025 by Jedox 4 BeginnersNo Comments

Hey Jedox friends! 👋 If you are already playing with version 25.1, you may have noticed two cool things:➡️ Native Chart component on Canvas➡️ New Themes feature in Administration And if you haven’t yet—no worries! That’s why we have this blog 😄 I will show you step-by-step what is new, what is possible now, and why this is super cool, especially for beginners who want to make nice-looking dashboards without coding. Native Chart on Canvas – What is that? Before, if you wanted to show a chart in Canvas, you had to create it in a spreadsheet report and then show the full report inside Canvas. It was not very flexible, and charts were not really part of Canvas directly. But now — you can add a chart just like a label or image. It’s a real Canvas component 💪You can resize it, move it, copy it, all inside the Canvas itself. No need to switch between reports. Here’s what it looks like: 👉 Click "Add Component"...

Connection to Google BigQuery

March 28, 2025April 3, 2025 by Jedox 4 BeginnersNo Comments

If you're working with data in Jedox and need to pull information from Google's BigQuery, you're in the right place! In this guide, we'll walk you through how to set up the REST connector in Jedox, authenticate using Google tokens, and pull data from BigQuery. Why Big Query Uses a Modified JSON Format Before we dive into the steps, it's good to know why BigQuery uses a slightly different version of JSON. BigQuery expects newline-delimited JSON (NDJSON), where each JSON object is on a separate line. This makes it easier to process large datasets efficiently. If you're preparing data for loading , make sure it's in this format. For example: {"id": 1, "name": "Alice"} {"id": 2, "name": "Bob"} This is why we can't just use standard JSON where everything is wrapped in one big array. Step 1: Get Your Google Token for Authentication To connect Jedox to BigQuery, you need to authenticate using a Google token. Here's how to get it: Go to the Google Cloud Console https://console.cloud.google.com/. Navigate...

Automating User Data Deletion with Jedox ETL – Compliance

February 17, 2025February 17, 2025 by Jedox 4 BeginnersNo Comments

In today's data-driven world, companies operating in Germany and across the EU must comply with strict data privacy regulations, such as the General Data Protection Regulation (GDPR) and other local laws. One key requirement in many industries is the removal of user behavior data after a certain period to protect user privacy. This can include deleting user accounts that have been inactive for a specific duration. The Problem: Removing Inactive Users Automatically Many businesses store user login data, but regulations may require them to delete users who have not logged in within a specific timeframe—for example, 90 days. Manually managing this process is inefficient and error-prone, especially for large organizations. To address this challenge, we can use Jedox ETL (Extract, Transform, Load) to automate the identification and deletion of inactive users. This ensures compliance while reducing manual effort. Solution: Using Jedox ETL to Identify and Delete Inactive Users Jedox ETL allows us to create a streamlined workflow to extract user login data, filter out inactive...

Create elements in Jedox ETL with Groovy

January 28, 2025January 28, 2025 by Jedox 4 BeginnersNo Comments

In multidimensional databases like Jedox, managing dimensions and hierarchies effectively is crucial for accurate data analysis and reporting. Consolidations, which define parent-child relationships within dimensions, are an important part of this process. In this post, we’ll explore how to automate the creation of base and consolidated elements using Groovy scripting in Jedox ETL. We’ll also dive into a practical business use case to showcase the power of this approach. The Problem: Automating Dimension Hierarchies Managing dimension hierarchies manually can be time-consuming and prone to errors, especially when dealing with dynamic or frequently changing datasets. Using Groovy in Jedox ETL, we can automate the creation and management of elements and their consolidations. This makes the process faster, more reliable, and easier to maintain. Below is a Groovy script that demonstrates how to: Connect to a database and retrieve a dimension. Create base elements and a parent element. Add consolidations between the parent and its child elements. Java documentation here. The Script: Building Base and Consolidations in Jedox Here’s the...

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...