Tips and Tricks Archives - Page 2 of 7

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 Beginners1 Comment

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...

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

February 25, 2024February 26, 2024 by Jedox 4 BeginnersNo Comments

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...

HTML custom meter bar in Jedox

February 17, 2024November 15, 2024 by Jedox 4 Beginners6 Comments

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 { ...

Subsets, Lists and Virtual Dimensions in Jedox

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

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...

Loading GPS Coordinates – Jedox XML Connection

January 4, 2024January 4, 2024 by Jedox 4 BeginnersNo Comments

Happy New Year, fellow Jedox enthusiasts! In today's article, we'll be delving into an interesting use case: extracting GPS coordinates in XML format from the OpenStreetMap Nominatim API (https://nominatim.openstreetmap.org/). This adventure will involve using a constant table as a source for countries and cities, interacting with the Nominatim API to retrieve latitude and longitude data, and finally looping and storing this valuable information in the Jedox database. This type of use case is often visible when our cube contains a Geography dimension and then we would like to enhance attribute collection by additional parameters like latitude and longitude. These are very useful in case you would like to create a widget map. Something similar can be found: https://jedox4beginners.com/geocharts-visualisation-in-jedox/ Let us follow the next 4 Steps. Step 1: The Constant Table: In Jedox, we'll create a constant table containing a list of countries and cities. This table will serve as our foundation for the XML extraction process. Think of it as a map guiding us...

Mastering File Compression and Extraction in Jedox

December 17, 2023December 17, 2023 by Jedox 4 BeginnersNo Comments

Welcome, Jedox enthusiasts! In today's tutorial, we'll dive into file compression and extraction using Jedox, specifically, the powerful FILE.unzip function. As a prerequisite, we will need to create some folders in our backend which will be used for testing purposes. Connect to your backend with some tool like WinSCP. If you don't have your credentials check the cloud console. If you do not have access to the cloud console - contact cloud support. Once you are connected create 2 folders in /etl_data/files/etl_data/files/For Zipping/etl_data/files/For Unzipping In "For Zipping" folder add Excel files 1,2,3. In the "For Unzipping" folder add two zipped files "ZippedWithoutPass" and "ZippedWithPass". The password for unzipping is in the file pass. (Download the whole project at the bottom of the page) At the same time we need to create some directory and file locations in Jedox which will be used as a path for the following scenarios: Scenario 1: Compressing a File into a Zip Folder The first scenario we'll explore is the basic compression of a...

Data Synchronization in Jedox: A Practical Guide

November 26, 2023November 26, 2023 by Jedox 4 BeginnersNo Comments

In today's tech-driven world, keeping your development and testing instances in sync with your live instance is crucial. This ensures that your data is up to date and reflects the latest changes. Synchronization, and in this guide, we'll explore how to make the most of it. From Hours to Clicks - Simplifying Server Synchronization with Jedox In the old days, syncing instances was slower and users needed to understand navigating a labyrinth of steps, consuming valuable hours. Usually, it looked something like this: Step 1: Exporting and Uploading Reports Traditionally, exporting all reports in pb format from one instance and uploading them to another was the go-to method. It worked, but the time invested was significant. Step 2: Database Dilemma Downloading databases one by one or employing scripts was another strategy. Dealing with gigantic databases often meant resorting to backend uploads via tools like WinSCP, followed by the not-so-fun task of restarting services. However, user headaches emerged. Uploading the System Database after the second step led...