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Jedox 7.1 – What‘s New?
1Whitepaper: Jedox 7.1 - What‘s New?
Exciting Planning, Analytics and Reporting Capabilities and the NEW Jedox Marketplace
2Whitepaper: Jedox 7.1 - What‘s New?
Jedox is an Enterprise Planning and Performance Management software platform that off ers intuitive functionality for application designers as well as business users who are working with these applications for effi cient budgeting, forecasting, and planning. Jedox 7.1 simplifi es tasks with new features for both of these user groups:
1. New Planning Features & Even Better Planning Experience ............................................................ 3
2. Enhanced Data-Modeling Experience ................................................................................................... 5
3. Easy-to-use ad-hoc Analytics & Reporting in Excel, Web & Mobile .................................................8
4. More Pre-Defi ned Data Sources and Data Preparation ....................................................................10
5. The New Jedox Marketplace with Jedox Models & Partner Solutions ......................................... 14
6. Jedox Cloud 7.1 ........................................................................................................................................... 17
I. Introduction ...................................................................................................................................................2
Table of Contents
Data Integration
Application Design Planning & Performance Management
Power User Planner / Viewer
Data Sources
Internal
DataPreparation
Modeling /Rules
Dashboards& Reports
Workfl ow &Governance
Bottom-Up
Planning
Top-Down
Planning
AnalyzeResults
Report &Monitor
Forecast &
Scenarios
This whitepaper gives an overview of the new features in Jedox 7.1.: Discover the new Marketplace with over 25
pre-confi gured Jedox software applications and components built by Jedox and its global partners. Take a look
at the enhanced analytics and reporting capabilities, the refresh of Jedox Mobile, and the upgraded connector to
Qlik Sense™. For application designers, we have great news about integrating new data sources, simplifi ed data
preparation, and creating complex models with more comfort and ease. Last but not least, Jedox Cloud has been
further improved to make enterprise planning seamless with high-speed deployment, comfortable administration,
and enterprise-grade performance and security.
Figure 1: The Jedox platform for Corporate Performance management and Business Intelligence provides powerful features for power users / application designers and planners in the business departments.
3Whitepaper: Jedox 7.1 - What‘s New?
Figure 2: The next-generation of the Planning Assistant speeds-up the strategic planning process for business leaders.
Re-designed planning assistant for more intuitive top-down and bottom-up planning
The next-generation of the Jedox Planning Assistant (aka Splashing Wizard) brings more intuitive top-down planning
functionality to Jedox and speeds-up the strategic planning process for business leaders. In addition to the capabilities
of the Splashing Wizard, the Planning Assistant also adds support for the modes “Transfer“ and “Hold“.
New “Undo” in Jedox Web
The new “Undo” in Jedox Web immediately takes you back to the previous version without any data loss. This
not only applies to your work in the Report Designer, but also during data entry in the database (after data entry &
splashing etc.)
1. New Planning Features & Even Better Planning Experience Business leaders and planners in all departments enjoy new planning features
4Whitepaper: Jedox 7.1 - What‘s New?
New “Hold” Functionality & Hold Manager
Planners in all departments can now collaborate and work simultaneously on the same data using the new “Hold”
feature and Hold Manager. When a hold is defi ned, the value in the cell is fi xed, and will not be aff ected by write-
back operations occurring above the cell. Holds are persisted in the server across sessions. This new feature allows
each user to plan and close on their numbers while everyone else keeps working on the same data model.
“Jedox is ranked fi rst for its planning functionality in
the ‘Development-oriented Planning Solutions’ peer
group.
Customers can create random planning models on
diff erent aggregation levels (strategic as well as
operational planning) for an integrated enterprise
planning approach (including fi nancial planning). Both
centralized top-down and decentralized bottom-up
planning scenarios can be implemented with Jedox.“
BARC Planning Survey 2017
Figure 3: When a “hold“ is defi ned, the value in the cell is fi xed, and will not be aff ected by write-back operations occurring above the cell.
5Whitepaper: Jedox 7.1 - What‘s New?
More Speed and Ease in the Jedox Modeling Tool
Attribute Domain
A key new feature are attribute domains which help
you better control data entry by specifying the type of
numbers / dates etc. that you would expect from the
user. This is key for improving your data quality. Defi ne
a framework for planners in your organization to work
in and benefi t from better data quality.
Figure 4: With the “attribute domains“ feature you can better control data entry by specifying the type of numbers / dates etc. that you would expect from the user.
2. Enhanced Data-Modeling ExperienceApplication designers build their own Models with more comfort and easeThe powerful Jedox modeling tool now off ers comfortable features for application designers to create complex
data models with more speed and ease. Drag & drop, copy-paste, syntax highlighting, and auto-complete simplify
modeling. New attribute domains make it easy to set and control data entries with pre-defi ned types of values and
data ranges.
6Whitepaper: Jedox 7.1 - What‘s New?
Performance Upgrade across the platform
The performance both in Jedox Excel and Jedox Web has been increased. Your application is faster and runs smoother than ever. New Data-Driven Engine (DDE) supported features have been implemented for several arithmetic functions, which further reduce the calculation time.
Copy & Paste Bulk Operations
With Jedox 7.1, you can now copy multiple values and
paste them in one single operation to reduce manual
work. Furthermore, copy and paste in the Modeler
has been extended to also support attribute values.
Figure 6: Simplifi ed rule creation through auto-complete functionality.
Figure 5: New syntax highlighting in the Jedox rule editor
Drag and drop of elements in Modeler
Dimension elements can now be modifi ed using drag
and drop in the elements list in Modeler. Drag and drop
can be used to reorder the elements, to move elements
into a diff erent place in the dimension hierarchy, or to
add elements in additional hierarchies.
Rule editor (Syntax Highlighting, auto-complete)
As of 7.1, Syntax highlighting is available in the advanced
rule editor. Another comfortable new feature is the
autocomplete, which you can activate by using the
<CTRL>+<SPACE> key combination.
7Whitepaper: Jedox 7.1 - What‘s New?
More new features for application designers:
OLAP: Upload and Download of databases
Databases can now be uploaded to and downloaded
from the OLAP Server while it is running. The interface
for this feature is added in the Jedox Web Modeler:
You can now download a zip-archive of a database
from the Modeler, via the context menu of the database
node. You can add a password to the zip, and optionally
include archived fi les, and the System database. Also,
you can upload zip-archives with databases without
the need to restart Jedox OLAP Server.
Search-as-you-type in the Parent Element combo box in Modeler
The combo box for selecting an elements parent now supports search, and will show results live during the text
input.
Figure 7: Easy upload and download of databases in the Jedox Web Modeler.
Figure 8: From Google to Jedox: Intuitive „search-as-you-type“ functionality
8Whitepaper: Jedox 7.1 - What‘s New?
Paste View in Excel Add-in & Web
Ad-hoc analytics and reporting is even faster now
and you can share your ad-hoc views quickly. When
creating a “Paste View“ you can now hide dimensions
which is very handy for cubes with a large number of
dimensions. You can also pick from default elements
which makes it quick to create the report. Once, you
have created your report you can store it directly in the
database and shore it with other, instead of sending
files.
Figure 9: Optimized “paste view“ with stored views for faster and easier ad-hoc analytics and reporting.
⊲ Using default elements in views
⊲ Option to hide header elements in views
⊲ Stored Views in Jedox database (also available in Jedox Web)
⊲ Private & global views
3. Easy-to-use ad-hoc Analytics & Reporting in Excel, Web & MobileReporting and Dashboarding made easyLove Excel? Than we have good news for you. The market-leading Jedox Excel-Add-in is now even better. Create
an ad-hoc report or analysis with default elements and store the view for next time. There is also a new chart type
available - and so much more:
9Whitepaper: Jedox 7.1 - What‘s New?
Vertical waterfall (SUCCESS Chart)
Updated Jedox Mobile
Straight from Jedox Web to your mobile: Seamless report synchronization with fi t-to-screen, zoom and scroll make
it easier for colleagues to access the latest reports and analysis on-the-go. With fast performance and easy-to-use
data-entry Jedox Mobile empowers planners anywhere, anytime:
⊲ Automatic resizing of Jedox reports for your mobile screen
⊲ Display Jedox Dashboards on any mobile screen without special confi guration
⊲ Easily zoom & scroll through reports and stored documents
⊲ Quickly access and analyze data in the Jedox database
A new chart has been added to the
SUCCESS Charts, the Vertical Waterfall
chart. In addition to the features
of the Horizontal Waterfall chart, it
off ers additional confi guration options,
such as the ability to denote certain
bars in the chart as subtotals.
A vertical waterfall chart can eff ectively
visualize fi nancial results and the
quantitative impact of diff erent drivers.
For example, revenues can be shown as
bars that shift upwards and expense as
bars that shift downward.
Figure 10: New chart type “Vertical Waterfall“.
⊲ Share your mobile ad-hoc reports with colleagues
⊲ Open, edit and synch ad-hoc reports created in Jedox Excel Add-in or Jedox Web clients
⊲ Intuitive touch interface with simple navigation, menus and native data entry (updated UI)
⊲ Use on your new iPhone X (fully supported)chart as subtotals.
Figure 11: The updated Mobile app simplifi es data-entry for planners on the go.
10Whitepaper: Jedox 7.1 - What‘s New?
4. More Pre-Defi ned Data Sources and Data PreparationNew data sources and self-service data preparation in Jedox IntegratorJedox 7.1 boosts many new capabilities to speed up and simplify data integration and data preparation. Execution
runtime information, automated documentation of integration jobs, and many other helpful features have been
introduced to make seamless integration and self-service data preparation a reality in Jedox:
11Whitepaper: Jedox 7.1 - What‘s New?
“Jedox is best in class for product integration with third-party technologies, overall usability, and
ease of installation. It maintains a perfect recommend score.”
2017 Wisdom of Crowds® Enterprise Planning Market Study
Data extraction from Qlik Sense™ Enterprise for planning in Jedox
Starting with the data integration. In Jedox 7.1 we have
added a number of new out-of-the box data sources.
Including the new Qlik extract, which allows you to
access data in your Qlik Enterprise system directly. No
more doubling in data entry or disparate data between
the two systems.
Go full circle from planning to analytics to reporting
with the upgraded Jedox Connector for Qlik Sense™.
Jedox and Qlik have intensified their partnership and
are now offering Qlik Sense as a data source in Jedox
for budgeting, planning, and forecasting. Once you
have finalized your budgets and plans, simply bring
back your plans to Qlik Sense™ to analyze actuals and
performance against targets. The extraction of data
from Qlik Sense Server is possible in Integrator 7.1
Office 365 / OneDrive
The second big news in the direct integration to office
365. Using the Office 365 API Jedox now connects to
OneDrive. Select One-drive as a data source or file
location comfortably from the Jedox Integrator menu.
REST connection enhancements
In REST connection new options for OAuth2 with
password credentials and for Timeout are available.
The test of a REST connection displays now the
HTTP response in case of a successful test (also for
connection type SOAP).
Our REST Plus interface now supports more web
services and let‘s you test and preview to simplify
building of extracts.
Hadoop Integration as part of Setup
With Jedox 7.1, the Hadoop connector is included in
the standard Jedox Setup. It supports the version HDP
2.5 of the Hortonworks Data Platform. The connection
type „HDFS“ for CSV-files has been replaced with a
location „WebHDFS“. This also supports XML, JSON
and XLSX files.
Locations in file based connections
In connection types File(CSV), XML, JSON and Excel,
additional locations for file storage are available:
⊲ The former location URL is split in 7.1 on protocols to HTTP, FTP, and WebDAV.
⊲ Location FTP supports now FTP in active mode and loading to a FTP Server.
⊲ Location OneDrive allows Read- and Write-access to the file-hosting service One Drive operated by Microsoft.
⊲ Location WebHDFS supports Read- and Write access to the Hadoop Distributed File System.
New Data Sources:
12Whitepaper: Jedox 7.1 - What‘s New?
Data Preparation
Jedox 7.1 off ers many new features especially for this step to make it faster and more comfortable to work with
Jedox integrator. For example, there is more guidance now for the ETL process with linked components and the
user is take through step by step. In 7.1. you can track variable to see all the places where it is used.
We have also added a detailed view called Job execution run time to see which component in your ETL takes how
much time. And there is auto-documentation for each integrator job. Lots of new features with the aim to make ETL
modeling faster, more intuitive and simpler:
Linked Components
It is now possible to create new components which directly link to an existing componen, e.g. you can create a new
“FieldTransform“ directly from an existing extract; the transform will automatically use the extract as a data source.
⊲ For example, there is more guidance during the ETL process with linked components and the user is taken through it step by step.
Figure 12: New linked components in the Jedox Integrator.
13Whitepaper: Jedox 7.1 - What‘s New?
Job Execution runtime details
Integrator can show runtime details for the execution of jobs, allowing to inspect for example the exact
timing of each component that was processed during a job‘s execution. The details can be seen from
the job execution monitor.
Protected Integrator Jobs
Automated Project documentation
A documentation for an Integrator project will be generated as a PDF or a RTF fi le automatically.
Fill variables from Settings Manager and from Scripts
Project variables can now fetch the default value from a key in Settings Manager. Settings from type ‚password“
can be used as variables for encrypted input fi elds. The variable default value can also be defi ned with a Groovy
Script.
Figure 13: View the exact timing of each ETL job in the Jedox Integrator.
Hide your Integrator project for users, so
they can still be executed but a user has
no visibility of the ETL processes. This
new feature supports IP protection for
valuable Integrator jobs.
Figure 14: Protect your Intellectual Property for valuable Integrator jobs.
5. The New Jedox Marketplace with Jedox Models & Partner Solutions
Customers now benefi t from Partners’ Solution Expertise and pre-built Jedox ModelsWith Jedox 7.1 comes the new Jedox Marketplace, a digital showroom that lets customers experience the universe
of Jedox planning, analytics, and reporting solutions. The Jedox Marketplace now off ers customers direct access
to the solution expertise of Jedox global partners and software content specifi cally tailored to industries and lines
of business.
Find the best templates.
Deploy rapidly.
Design your ideal
solution.
Adapt them for your needs.
15Whitepaper: Jedox 7.1 - What‘s New? 15Whitepaper: Jedox 7.1 - What‘s New?
What is the Jedox Marketplace? The Jedox Marketplace is the home of best-practice Jedox software content such as Models – pre-built, confi gurable
planning applications and business content –, demos, and connectors. Models can be confi gured for individual
business needs to build integrated planning applications faster and with more ease than ever before. Jedox and its
partners provide a growing portfolio of these pre-built applications to empower the Jedox community at a push of
a button – simplifi ed planning at the next level. Right now, the Marketplace includes:
25+ New Apps & Components
11 Jedox Models & Demos
15 Partner Solutions Partner Solutions
Figure 15: Jedox MarketplaceThe Marketplace includes demo videos, test drives, and free trials. You can use the search, browse through the
categories or use several fi lter options.
Now a total of 7 pre-built, confi gurable Jedox Models for integrated fi nancial planning and 15 partner solutions for
fi nancial consolidation, sales and operations planning, and many more empower Jedox customers to individually
adapt, confi gure, and integrate their favorite applications and rapidly deploy their own solution. Plus, customers fi nd
a wealth of software demos and samples to discover the endless possibilities of the Jedox Enterprise Performance
Management platform.
A New Jedox Premium Model - Projected Balance Sheet
Your fast-start for integrated, strategic balance sheet planningThe new Jedox Premium Model “Balance Sheet Projection” is your fast-start for connected, forward-looking, and
strategic fi nancial planning. This new Premium model enables you to:
Jedox Models
Partner Models & Content: Discover unlimited possibilities and leverage industry expertise from around the world:
Projected Balance Sheet
Kickstarter for Planning
Cash Flow
Balance Sheet
Jedox Models Jedox Demos Partner Solutions
⊲ Integrate multiple Profi t & Loss accounts
⊲ Calculate future tax liabilities and credits
⊲ Project proceeds and payments based on schedules
Profi t & LossP&LDashboard
Cost Center
HR Planning HR Dashboard
HR PlanningSales Dashboard
Cost CenterDashboard
⊲ Automotive Sales Dashboard
⊲ BackOffi ce Assistant
⊲ Best Practice Qlik Solution
⊲ CAPEX - Capital Expenditures
⊲ CIC - Cool Innovative Customizations
⊲ Cloud Financial Consolidation & Close
⊲ Decimal Suite
⊲ Machine Capacity Planning
⊲ QLOX - Qlik, IBCS
⊲ Sales & Operations Planning
⊲ SAP - BI Ready to Run SD
⊲ SAP Integration for Jedox Sales Model
⊲ Simple.Planner Suite
⊲ Startup - Solution for the valuation of startups
⊲ Valuation - Solution for business valuation
17Whitepaper: Jedox 7.1 - What‘s New?
6. Jedox Cloud 7.1Full control over your Jedox Cloud and high-speed performanceNow easier to manage than ever with the new Cloud Console, Jedox Cloud 7.1 is the future of Enterprise Performance
Management. The Cloud Console features a new performance analytics dashboard and full control over back-up
and restore of your database. Jedox Cloud offers enterprise-level security with a private network (virtual private
cloud) for each customer running on the SOC 2 compliant Microsoft Azure platform. High availability and high-
speed GPU performance guarantee a seamless cloud computing experience.
New Jedox Cloud Console
⊲ Enterprise-ready Microsoft Azure Cloud platform*
⊲ ISO/IEC 27000 Information Security Management
⊲ Easy Back-up and Restore (of database in Modeler)
⊲ Jedox Cloud Performance Dashboard
⊲ Jedox is Gold Microsoft Partner (Azure)
GPU Accelerated Computing in the Cloud
Jedox Cloud on Microsoft Azure provides GPU power in a secure, easy-to-access cloud infrastructure environment
where you can see how GPU technology facilitates agile decision-making.*
* (not available for all Azure cloud regions)
Figure 16: The new Cloud Console makes it even easier to manage your Jedox Cloud application.
i Microsoft Azure offers over 36 cloud regions to gurantee enterprise-grade performance and guarantee data residency
7. Further Optimizations:
Enhanced Language Support for Global Organizations
Optimized sizing of dialogues
Several dialogs in the Jedox Excel Add-in have been adjusted to display properly on high-resolution screens.
Please use the updated version Jedox 7.1 if you are working on a 4k screen.
See our “Technical What’s new in Jedox 7.1” document for more information on extensions, features, and optimization.
www.jedox.com/en/services/downloads
TECHNICAL WHAT’S NEWIN 7.1
Start your free Jedox 7.1 trial, browse the Jedox Marketplace and discover how to take your enterprise planning to the next level.
www.jedox.com/en/product/free-software-trial
JEDOX 7.1DOWNLOAD
Help us improve Jedox: Use the Jedox Feature Voting tool in our community and share your ideas with us.
feedback.jedox.com
FEATURE VOTING TOOL
About Jedox: Jedox simplifi es planning, analysis, and reporting
with one unifi ed cloud-based software suite. Jedox
empowers decision-makers and business users across
all departments to work smarter, streamline business
collaboration, and make insight-based decisions with
confi dence.
Over 2,300 organizations use Jedox in 140 countries
for real-time planning on the web, in the cloud, and on
any device. Independent analysts recognize Jedox for
its leading enterprise planning solutions.
Learn more: www.jedox.com
Web: www.jedox.com Free software trial: www.jedox.com Mail: [email protected]
The Jedox 7.1 Web User Interface now supports Danish, Hebrew, Korean, Persian,
and Turkish. We thank our partners Qbit, Actiview, JSCTech Co., SAM Development,
and STS Bilisim Danismanlik for helping increase the global footprint of our Jedox
platform and support international enterprises with their business challenges.