Reports and Reporting Components Archives

Bookmarks in Jedox Reports

January 27, 2026January 27, 2026 by Jedox 4 BeginnersNo Comments

One of the common questions I hear from Jedox beginners is: “Can I save my current report selections and come back to them later?” Think of a sales manager who always wants to review: Region = DACH Version = Actual Year = 2025 Currency = EUR Setting these variables every single time quickly becomes annoying. This is where Bookmarks for variables come in. In this post, I’ll show you a simple, elegant solution to save and restore variable values in Jedox reports — using one dimension and a few report actions. No magic, no complex scripting. What Are Variable Bookmarks? A bookmark is a saved snapshot of variable selections in a report. Instead of asking users to remember or reselect combinations of: Year Version Region Product Scenario …we let them save these values once and reapply them later with one click. Typical questions solve: “Can I save my monthly reporting setup?” “Can different users have their own presets?” “Can I switch between scenarios quickly during a meeting?” The answer is yes, with a surprisingly simple model. The Core Idea (High Level) The solution is based...

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...

🎨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"...

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...

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...

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!...

Mastering Jedox Cell Locking: 5 Methods for Data Protection

March 2, 2024December 4, 2025 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 { ...