First Steps With Jedox Excel Addin

First Steps
with
Jedox Excel Add-In
Version 5.0 SR1
First Steps with Jedox Excel Add-In Version 5.0 SR1
Jedox AG
Dated: 15-Jul-2013
Copyright Jedox AG Copyright Reserved. Reproduction including electronic reproduction and substantive recovery - even of parts - only with the approval of Jedox AG. Legal steps may be taken in case of non-compliance. Jedox, Worksheet-Server, Supervision Server and Palo are trademarks or registered trademarks of Jedox GmbH. Microsoft and Microsoft Excel are trademarks or registered trademarks of the Microsoft Corp. All other trademarks are property of the respective companies. For the purpose of readability, brand names and trademarks are not explicitly stressed. If a relevant description (e.g. TM or ) is missing, it is not to be concluded that the name is freely available.
Table of Contents
1 2 Introduction ....................................................................................................................... 5 Jedox Basics ..................................................................................................................... 5 2.1 How Jedox works ............................................................................................................ 5 2.2 Jedox is cell-related ........................................................................................................ 5 2.3 Jedox is an in-memory database .................................................................................... 6 2.4 Jedox is multi-dimensional .............................................................................................. 6 2.5 Working with hierarchies ............................................................................................... 10 3 First steps with Jedox .....................................................................................................11 3.1 Jedox Suite program entries .......................................................................................... 11 3.2 Menu Jedox .................................................................................................................. 12 3.3 Connecting Jedox-Clients with Jedox-Server ............................................................... 15 3.3.1 3.3.2 3.3.3 3.3.4 Connecting Jedox-Client with local Jedox-Server ............................................... 15 Connecting Jedox-Client with a Jedox-Server via a Proxy-Server...................... 17 Connecting Jedox-Client with a Jedox-Server in the network ............................. 18 Deleting a server-connection .............................................................................. 19
3.4 Creating a Jedox worksheet ......................................................................................... 20 3.5 Paste View .................................................................................................................... 20 3.5.1 3.5.2 3.5.3 Dialog window "Paste Elements" ........................................................................ 23 Selection buttons for element selection .............................................................. 25 Further options in the dialog-window "Paste View" ............................................. 26
3.6 Paste Elements ............................................................................................................. 30 3.7 Paste Data Function ..................................................................................................... 34 3.8 Paste Subset ................................................................................................................ 35 3.8.1 3.8.2 3.10 3.11 3.12 4 Top Ten Products ................................................................................................ 36 ABC Analysis ...................................................................................................... 41
3.9 SUCCESS Charts ......................................................................................................... 47 Save as Snapshot ..................................................................................................... 47 Save as OLAP Snapshot........................................................................................... 47 Connection to Jedox Web ......................................................................................... 48
Create a new Jedox Database and a new Jedox Cube ................................................ 50 4.1 Allowed and not allowed characters in Jedox ............................................................... 50 4.1.1 Additional restrictions when Jedox is operated in a browser .............................. 50 4.2 Jedox Wizard ................................................................................................................ 51 4.3 Creating new databases ............................................................................................... 52 4.4 Deleting databases ....................................................................................................... 54
Developing data structures ............................................................................................ 55 5.1 Modeller ........................................................................................................................ 55 5.2 Creating dimensions ..................................................................................................... 56 5.3 Creating elements ......................................................................................................... 58 5.4 Copying and inserting elements .................................................................................... 59 5.5 Creating new cubes ...................................................................................................... 64 5.6 Deleting a cube ............................................................................................................. 67
Entering, changing and deleting data ........................................................................... 70 6.1 Entering data manually ................................................................................................. 70 6.1.1 6.1.2 6.1.3 6.1.4 Entering in cells .................................................................................................. 70 Entering data into consolidated cells (Splashing) ............................................... 73 Paste values in cube view cells .......................................................................... 80 Undo data input .................................................................................................. 80
6.2 Copying cell contents (copy & like) ............................................................................... 81 6.3 Deleting data................................................................................................................. 85 7 8 9 Jedox Office Add-In ........................................................................................................ 87 Further Jedox skills ........................................................................................................ 88 Index................................................................................................................................. 88
Introduction
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1 Introduction
Thank you very much for choosing Jedox Excel Add-In. Jedox Excel Add-In makes it possible to extend the functionality of Excel essential. The "Jedox Excel Add-ins" shows up first as a user interface, but the main component is the Jedox OLAP Server. This server is a MOLAP database (Multidimensional OnLine Analytical Processing Database). It makes working with large data quantities substantially easier and faster. While a great number of worksheets are required to deal with these data quantities using Excel in its "pure" format, Jedox Excel Add-In can organize and represent data in a structured way and therefore overcome the restrictions of a two-dimensional Excel table. For better readability, the we use the short form "Jedox" instead of "Jedox Excel Add-In" in this manual. Jedox is an alternative to expensive software solutions as they are often used in large companies. With Jedox, companies are provided a tool that allows them to easily display relevant data in a transparent manner. Furthermore, since Jedox is tied into Excel, it is not very difficult to get familiar with the program. Jedox can be used in a network, i.e., the need to distribute your spreadsheets is eliminated, which in turn eliminates the risk of creating various versions. In the following chapters we use often the short form "Jedox" instead of "Jedox Excel Add-In".
2 Jedox Basics
2.1 How Jedox works
Jedox was developed for Microsoft Excel. It is a cell-related in-memory database that is multidimensional and hierarchical. Jedox also has an automatic attribute management. But what do these terms mean in detail?
2.2 Jedox is cell-related

When you query a relational database, the smallest obtainable result is a data record (normally composed of several fields). When you start a query in Jedox, the result is a single cell value. In other words, Jedox thinks in terms of cells instead of data records and this is what makes Jedox very compatible with Microsoft Excel since Excel is cell-related as well.
Excel is organized in cells, and so it is in Jedox
Jedox Basics
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2.3 Jedox is an in-memory database

Jedox OLAP Server is an in-memory database, i.e. the database with which a Jedox-user works is total loaded into memory. Therefore Jedox is generally speed-oriented. Data queries to basic cells and sum total cells are performed in real time. There are no time-consuming queries; results should be shown in milliseconds (or seconds at the longest). There are other multi-dimensional databases, based on relational technologies (ROLAP database), on the market. They have their advantages in terms of capacity, but they are mostly slower and do not normally support Write-Back of data to the cubes.
2.4 Jedox is multi-dimensional

Multidimensionality is an alternative way of organizing data in a database. In a relational database you are used to structures such as tables, data records and fields. In a multidimensional database you are thinking in terms of cubes and dimensions and cells. You know what a cell is, but what is a dimension and what is a cube? To answer the question it makes sense to take another look at Microsoft Excel. In the next screenshot you find a list of row titles in Excel:
In Jedox, this list is called a dimension. Basically, a dimension is a list of categories that has some contextual relationship like a list of products, regions, customers or months. In Jedox the above Excel list would be modeled as a dimension e.g. with the name Products. So far in our Excel sample we have the elements of one dimension on the sheet.
Jedox Basics
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Now we are going to add another dimension: a horizontal list of months and quarters, which you can see in the figure below. This dimension is called "Months" in Jedox.
Now there is an interesting point. What do you do in Excel if you want to arrange your data in more than two dimensions? You can add tables to generate a third dimension, e.g., by storing product names in tables and consolidating them into a product group in another table. But what comes next? From experience we know that large organizations or companies generally require five to ten dimensions to display their data in line with their requirements. An Excel-worksheet only supports three dimensions. This is one of the reasons why Jedox was developed. Jedox supports up to 256 dimensions. It allows to structure data in a much more detailed manner than Excel in its pure form. To arrange dimensions, they are combined in a specific way, which results in the creation of cubes. Lets take a look at such a cube.
The yellow area is called a two-dimensional cube in Jedox. As an example we will use our two-dimensional model that we developed in Excel. There is a cell range which is defined by the dimensions "Products" and "Months" (range C3:J22). It is composed of individual cells, and each of these cells has its own address (e.g., D4). This cell range is called a two-dimensional cube in Jedox.
Jedox Basics In principle, a cube is a collection of cells, which are defined by two or more dimensions. Now the question remains, how do you access and display data from a multidimensional cube if Excel is only capable of displaying two dimensions on a worksheet at a time?
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To answer this question, we first need to take a look at the way a cell is referenced in Excel. Excel uses a simple naming scheme for its cells; it is called the A1 style. So the value for Desktop Pro in February is stored in D4 (see above). In a Jedox data cube the value would be stored in a cell that does not use letters and numbers as cell address, but the real-life description of the data instead. In our example the address of the cell would be Desktop Pro, Feb. A special database function called "PALO.DATAC" is used to display data from a Jedox cube in Excel. The following formula pulls a value from a multi-dimensional data cube into an Excel cell (ignore the server and cube names at this point):
=PALO.DATAC("Servername","Cubename","Desktop Pro", "Feb").
The data formula may also contain more than two dimension coordinates, for example, to access a five dimensional cube it might read as follows.
=PALO.DATAC("Servername","Cubename","Desktop Pro","Feb","2006","Europe","Units").
In the following section, you can see how data from a six-dimensional cube are displayed in an Excelworksheet using a six-dimensional data formula.
If you follow the references in the data formula (in the Formula Bar) you will discover that the data formula references the strings in the row and column titles to get some of the coordinates, but it also references cells which are on the top of the page (cell A3, A4, A5). These cells contain the coordinates for those dimensions that could not be displayed as row or column titles. Using these page selectors is one way to display views on a multi-dimensional database in a two-dimensional spreadsheet grid.
Jedox Basics
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Keep in mind that you only have to change the contents of cell A3 or A5 to see the data for a different region or year. As a result, you can display partial quantities of larger data stocks using only one single Excel-worksheet. Think of how many worksheets you would need if you want to display the same quantity of data using just Excel.
Jedox Basics
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Finally, we want to explain how you enter values into a database. This is actually very easy. You simply overwrite the formula in a worksheet (e.g., in C11) with a value. The Jedox Excel Add-In ensures that the value is automatically saved to the specific cell in the cube. After that, Jedox restores the original formula, which then shows the new value.
If you enter values, it is important that you simply go to the corresponding cell, input the new value and then press "Enter", "TAB" or "Arrow key". The Jedox Excel Add-In transfers the value in the cube cell addressed on base of PALO.DATAC formula and therefore this formula must be preserved. If you copy a value into the cell or delete the content of the cell with "Del", before you enter the data, the PALO.DATAC-function will be deleted. Thereby the connection between the Excel-cell and the addressed cube cell will also be deleted.
2.5 Working with hierarchies

When looking at the last screenshot you might be wondering why the values for "Desktop Pro", "Stationary PCs" and "All Products" all display the number 123 although we only entered the value for "Desktop Pro". The answer to this question is hierarchical aggregation. The dimension "Products" is not just a basic list.
First steps with Jedox
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When we created the dimension in the Jedox database Modeller, we defined a hierarchy which looks like this:
The use of hierarchies in defining a dimension increases the functional capacity of the Jedox data cube. A cube can create multi-dimensional sums within a cube using hierarchical dimensions. Consequently, you do not perform these calculations using Excel formulas. Instead, you pull the aggregated values directly from the cube.
3 First steps with Jedox

3.1 Jedox Suite program entries
After a successful Jedox installation you will find under Windows Start Menu - All Programs - Jedox Suite the installed program entries: With the command "Jedox Settings" you can adjust the following settings for "Jedox Excel Add-In": Automatic or manual start of Jedox Excel Add-In Language of Jedox Excel Add-In
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3.2 Menu Jedox

After a successful Jedox installation and a restart of Excel you will see in Excel 2007/2010/2013 the Jedox ribbon:
resp. in Excel 2003 the pull-down menu on the right:
and the Jedox toolbar:
Here is the description of the Jedox ribbon menu items: Paste View: The dialog "Paste View" assists in generating a Jedox database view with a few mouse clicks only. Paste Elements: Instead of the Paste View function, you can insert individual elements into your worksheet if you use the Paste Elements function. Paste Subset: This assistant supports you in generating and inserting subsets. Paste Data Function: Use this function to insert proper formulas for data retrieval from a Jedox database. Save as Snapshot: When storing all functions are replaced by their current values. Save as OLAP Snapshot: When storing only the Palo functions are replaced by their current values, all other functions and values are stored as normal. SUCCESS Charts: Use this button to create SUCCESS charts Modeller: Use the Modeller to structure the data and to create cubes, dimensions, elements, consolidated elements and attributes (see 5.1).
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Import Wizard: Use this function to import data from text files, OBDC databases or other cubes, for example (described in the manual "Jedox Suite Admin Guide"). Jedox Wizard: This wizard allows you to create and delete databases and server connections (see 3.2.1 and 4.2). Section "Undo": Here you can select a range of a Jedox view for which you can take back changes gradually or as a whole. Section "Jedox Web": Under this point it is possible to load files from Jedox Web or publish files in Jedox Web. With the button "Options" you get the following dialog box. Here you can change the listed settings:
- Updates - Advanced controls: Activation will open the options "More" in the dialogs "Paste View", "Paste Elements" and "Choose Elements" - Status bar messages - Language - Style path - Cube sorting method - Connection, License activation and Changing password Changes of "Language" and "Advanced controls" will take effect after you restart Excel, other changes will take effect immediately.
With "About Jedox" you get e.g. information about the software, a link to a sample application as well as other links to related Jedox websites.
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Also the context menu, which you get with right-click on an Excel cell, has extra items after the Jedox installation:
Paste View: The dialog "Paste View" assists in generating a Jedox database view with a few mouse clicks only. Swap Column/Row This command swaps in a Jedox view the entries in Row titles area with the entries in the Column titles area. Drill Server Rule: To get information on the calculation instruction, if such a calculation statement (Rule) in the displayed Jedox-cell exists. Drill Through: This item isn't further described in this manual because for its functionality the SupervisionServer of Jedox is needed and its operation will be explained by our consultants if this is required. Paste values in cube view: This item is to paste copied values into the cells of a Jedox cube view. Jedox Error: If a PALO function displays an error in a cell, then you can use this menu item to get additional error messages.
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3.3 Connecting Jedox-Clients with Jedox-Server

By default with a client + server installation is only registered the connection to the server for the user, who is logged in during the installation. Other users first must register once the connection to the JedoxServer for using it. Then it is in the server list until unregistered again.
3.3.1 Connecting Jedox-Client with local Jedox-Server

In order to register a new server under "localhost", please click in "Jedox Ribbon" on "Jedox Wizard". Or click in the Jedox pull-down menu on "Modeller" and in the next dialog window on the button "Start Jedox Wizard ...":
You get the dialog window "Jedox Wizard":
Here you click on "Register new server" and then on "Next".
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In the next step, you enter a name for the connection and enter the remaining data. Make sure that you use a created users name only. By default, the user "julia" exists with the password "julia". We enter the data as shown below:
Click on "Test connection". You get the following message, if the test was successful:
Confirm the message with "OK", and then click on "Finish" please. You get the confirmation that the server was successfully registered:
A click on "OK" closes the Jedox Wizard.
First steps with Jedox When you now return to the Modeller, you see that "TEST_JULIA" was created. Click the icon for "Disconnect". The display changes to "Connect".
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Then you can again click on "Connect". If the credentials are not saved, then Julia must now log in with her user data. The same applies when she restarts Excel, and then uses Jedox. After login Julia has access to Jedox according to her rights. Outlook to the rights application (see "Jedox OLAP Server"): Julia is a member of "marketing". Therefore she has the role "user" and the right "D" on "cell-data". Therefore she has no permission to splash. If she tries to splash in a consolidated cell of a Jedox view, she will get the message: Insufficient rights.
3.3.2 Connecting Jedox-Client with a Jedox-Server via a Proxy-Server

Enter in this case in the server field of the connection wizard the following addition: @<Proxyname|Proxyip>:<ProxyPort> As an example for the last server entry this would be: localhost@<Proxyname|Proxyip>:<ProxyPort>
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3.3.3 Connecting Jedox-Client with a Jedox-Server in the network

Suppose the computer on which the Jedox-Server is installed has the network IP-address 192.168.2.100 and associated name Jedoxsv0001. In order to make communication with the Jedox-Server possible for other computers, open the palo.ini file of the server with an editor. Then perform the following modification: Below the line: Insert the following new line:
http "127.0.0.1" 7777 http "192.168.2.100" 7778
Save the file and then start the service "JedoxSuiteMolapService" of the Jedox-Server again. Then we can establish a connection with the Jedox Wizard of the Jedox-Client using the following entries:
As you can see, the name in the field "Connection name" is not required to be the network name of the server (Jedoxsv0001). Of course, the user "Smith" and his password must have been created before in the Jedox-Server. Details about the creation of users in Jedox can be found in the chapter "Administration of User Rights" in this manual.
First steps with Jedox Since the original entry - http "127.0.0.1" 7777 has not been replaced, the server machine has still access through the localhost connection.
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Remark: The connection is established faster, if you use the IP-address of the server (192.168.2.100) instead of the name (Jedoxsv0001) in both the palo.ini file and in the Jedox Wizard.
3.3.4 Deleting a server-connection

In the "Jedox Wizard" dialog window you also can delete (unregister) a server-connection:
Please set the displayed selections and confirm these by clicking "Finish" Then the system asks you to confirm the deletion by clicking "OK". Jedox then reports: "Server successfully unregistered".
For each server entry, created with the Jedox Wizard, there exists an entry in the registry.
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3.4 Creating a Jedox worksheet

Jedox comes with a demo database. Therefore, you will not have to worry about database modeling at this point. Follow the instructions, and you will understand the steps while using the demo database. Unless you defined that Jedox should start automatically with Excel, start Jedox by clicking the desktop icon or open it via Start/Programs/Jedox Suite/Jedox Excel Add-In. When Excel opens, you will see a new menu item: "Jedox":
3.5 Paste View

The first option in the Jedox menu is the item "Paste View": This dialog makes it possible to create Jedox data views on a worksheet in a very simple way. Here you can select the dimensions and elements that you want to see and how they should be arranged. If you are familiar with the pivot function in Excel, you will recognize some of the functionality. Dimensions can be moved around to be either row or column titles or to serve as selection criteria.
Column titles area
Row titles area
In the cube (here: Sales), the cube-type can now be set for data, attributes and users.
First steps with Jedox An explanation of the various cube buttons follows: Symbol Name of the symbol Data cubes Description This module enables access to standard cubes.
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Attribute cubes
This module enables access to attribute cubes. The various rights of the different users and groups are stored here and it allows you to control write and read rights.
User management cubes
The following database functions can be used for the representation of data from a Jedox cube: PALO.DATA(): Reads values on basis of the functions arguments, each cell get calculated separately. PALO.DATAC(): Reads values on basis of the functions arguments, similar to PALO.DATA, but all DATAC formulas for the same cube are calculated in one go. This function may only be used to display values from the cube. PALO.DATAC() or her value may not be used in formulas, as this leads to incorrect results. Furthermore, it should not be used in spreadsheets, in which exist also functions for reading from external sources as well as for writing into a cube. PALO.DATAV(): Similar to PALO.DATA and PALO.DATAC, but the function works even faster because an array formula is generated for the complete area. Use of PALO.DATAV is only possible in connected cell areas. PALO.DATAX(): Returns the value of the described element from the cube, if the corresponding cell is on the currently active work sheet. Note: This function corresponds to the PALO.DATA-function. However, the computation is limited to the currently active table. This speeds up the computation, because it is not necessary any more to compute the whole workbook.
With all three functions values of specific elements from the cube are retrieved. The difference between them is: PALO.DATAC() is the standard and faster than PALO.DATA() to retrieve data. PALO.DATA() is slower, but it can render values to other functions. PALO.DATAV() is the fastest function, but it can only be used in connected cell areas and not if you want to splash. (As an array-function it controls several cube cells for display in Excel-cells simultaneously. Splashing only works if the function is entered in one single cell). PALO.DATAX()corresponds to the PALO.DATA-function (regarding differences see above).
First steps with Jedox Move the dimension "Regions" to the Column titles area and "Products" to the Row titles area. The result should look like this:
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As soon as you have moved a dimension to the row- or column-titles, you can double click "Select Elements" for this dimension.
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3.5.1 Dialog window "Paste Elements"

After double-clicking "Select elements" the dialog window "Paste Elements" appears. You can now select elements, which you would like to see in the result. There are expanded all hierarchical levels and the switch "More" was clicked for more selection tools:
Description of the Hierarchy Buttons Enable hierarchy view. This is a prerequisite for using the following buttons:
Open one hierarchy level Close one hierarchy level Open all hierarchy levels Close all hierarchy levels
Open one hierarchy branch Close one hierarchy branch
Enable list view
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You see that the structure of the dimension "Products" is clearly recognizable, just like it is defined in the demo database.
Note that the elements can either be displayed as a tree structure (as in the left column) or as a list. To switch between the views, click on "Enable list view" or "Enable hierarchy view". The list view displays the items in the order of definition.
You can select single elements and/or accumulated elements in any combination. There are various ways to select the elements which you would like to be displayed. You can select the desired elements individually in two ways: Mark the elements in the left window and then add them to the "Pick list" by clicking the arrow to the right. To mark several elements, hold down the SHIFT and/or CTRL key. Double-click on the elements.
Note: In all further selections, the "add to Pick list"-step is displayed, because this offers further possibilities. So you can, for example, perform individual sorting in the "Pick list". Furthermore, with an extensive selection, you keep a better overview over what you have already selected. If however, you want to select only a few elements and you marked these in the left window, you can spare yourself this extra step. Simply click on OK after the selection.
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Instead of this individual selection, you can also use the subsequently described selection tools in order to select a group of elements.
3.5.2 Selection buttons for element selection

Description of the selection buttons: Search field with button Search & Select Button Select all Buttons for element selection. 1-5 represent the hierarchy levels B selects base elements. Button Invert selection Button Select branch
Of course you can also sort the selected elements. In order to change the sequence, select an element in the window on the right side and then move it up or down with the corresponding arrows. Alternatively, you can sort the selected elements in ascending or descending alphabetical order by clicking respectively on the buttons "Ascending" or "Descending". In order to remove elements from the "Pick list", click on the button "Clear list ". After you have selected all positions which you want to be displayed, terminate the selection process by clicking on the "OK" button. If the "Pick list" is empty, clicking on "OK" will select all marked elements in the window on the left side. Note: If in the left window nothing is selected, the "OK" button is not active. If elements are listed in the right window, it doesn't make any difference what is selected in the left window.
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3.5.3 Further options in the dialog-window "Paste View"

With the button "More" you get additional options:
Choose Style Under Choose Style you will find different color schemes for the Jedox view. With the switch Set as default" you can set your selection as default style. Zero suppression: If "Zero suppression" in the "Paste View"-dialog is checked, then cells with the value "null" will not be displayed. If all the selected cells have the value zero, then one element will be still displayed. Important: Please note that if zero suppression is checked, the displayed view is correct at the time of his creation, but after changes of data the zero suppression will not be updated automatically. Show element selector on double-click: This activates the "Paste element" window when you double-click the first element of a row or column. If this selection is not activated, consolidated elements are expanded into the following rows resp. columns. Wrap labels: Forces a line break, if the text in a column is too long. Indent: If "Indent" in the "Paste View"-dialog is checked, the indented selection for "Products" looks as follows: Fixed width: Changes the width of a column 14.00, by default. Note: Line break and column width interact as follows: The line break is applied only to those lines, which are filled by using the Column titles. For these, the stated column width is used. Columns, which are filled by using the Row titles, are always displayed with the necessary width. Swap: Swaps the entries of the row titles area and the column titles area. This action is also possible in a Jedox view by double-clicking the empty cell below the side entries (A7 in the following figure).
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It follows a sample view of the database demo using the consolidated product elements as row titles and the elements "Budget" and "Actual" oft the dimension Datatypes as the column titles. Otherwise, the default settings are applied:
In the upper left corner the remaining dimensions of the current cube are displayed. You can double-click on them, in order to select a different element, as, for example, a single year or a certain region. With the "Paste View"-command it is also easy to change the data-view. In the Jedox menu, click on "Paste View" (or double-click on A8), then drag "Years" oboe "Datatypes":
Now click on "Years" and then double-click on "Select elements". The "Paste Elements"-dialog appears, select the years 2009, 2010 and 2011.
First steps with Jedox After you have finished the selection, you will see the following presentation:
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Please click double on the free area on the left side (here: A7 and A8). This opens the "Paste View"dialog, where you can adapt the worksheet settings. Please activate the check box "Zero suppression". This will hide the columns F and G in the view. On double-clicking, the row- and column-headers of Jedox-view offer additional functions: Double-clicking on a consolidated element switches between hiding and showing elements of the subordinate level. If "Show element selector on double-click" has been selected, double-clicking on the first element in a row or column will open the "Paste Elements"-menu.
If you click on an item in the page area, then you will receive the dialogue on the right:
If in the previous view was checked "Zero suppression", then you can select "recreate view". This will again remove lines or columns with zero values from the next view. Without activation "recreate view" the next view is based on the previous rows and columns (without examination of the setting "Zero suppression").
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Tip: We would like to direct your attention to a very important aspect of Jedox. In order to make this visible, place the cursor in cell C10 and then press F2, in order to see the function and its references:
Cell C10 contains the function PALO.DATAC(). Its parameters are: Server/database and cube, as shown in cells A1 and A2, and the coordinates of the Data cube. In our example:: $A9 = All Products $A$3 = Europe $A$4 = Year C$7 = 2009 C$8 = Actual $A$5 = Units
These parameters are sufficient, to enable the PALO.DATAC-function to address exactly one cell in the Sales cube. That is, to display values of the cube-cell in the Excel-cell or to write back values entered into the Excel-cell to the cube-cell. The PALO.DATAC-function is the most important function in Jedox, because it connects Excel-cells with Jedox-cells. Note that the $-Symbol has already been inserted everywhere in a manner, which makes it possible to copy and insert functions. Incidentally, the function refers to cell C7, which seems to be empty. Thats only for optical reasons. If you click on cell C7, you will see that it contains the formula "=B7" and consequently the value "2009", which is contained in the cell B7. This is achieved with the user-defined format ,,, , which has the effect that the cell content will not be displayed.
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3.6 Paste Elements

Instead of the "Paste view" command, you can insert element names into your worksheet using the "Paste elements" command. This especially makes sense if you want to individually structure data in the worksheet. Create a new worksheet and make sure that the cursor is placed in the upper, left corner (A1). Click the "Paste elements" command in the Jedox menu.
The selection tools and the logic correspond to those in the "Paste View" dialog. Note that you can only handle elements from one dimension at a time. If you select one single element, a "Paste" button appears. If you select several elements, you have the choice between "Paste horizontally" and "Paste vertically". Lets start to paste our page selector elements. With the "Paste View" function, these are the dimensions that are combined under "Page selector". Open the dimension "Months" and confirm with "Paste". The window will close, and you will see in Excel that the cell A1 now displays "Year" and that a formula is contained:
Double-clicking on A1 opens a dialog window, which allows you to select a different element from the same dimension.
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Use "+" and "-" to open and close one level. "Expand all" and "Collapse all" refers to the entire element tree.
Place the cursor on A2, and open the "Paste Element" dialog again. Select the "Europe" element from the "Regions" dimension, and insert it in cell A2. Now we have two elements in the page selector section:
First steps with Jedox The next step will be to create the rows. Place the cursor in cell B5, and open the "Paste Element" dialog again: Open the "Products" dimension this time, and click "+" to the left of "All Products". Then select the second level by clicking "2". Then the following screen appears:
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After you have selected the elements, click "Paste vertically" and you get the following:
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To obtain a column title, place the cursor on cell C4. Open "Paste Element" again, and select "Budget" and "Actual" from the "Datatypes" dimension.
Then paste them horizontally. Our worksheet should then look as follows:
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3.7 Paste Data Function

Final step: We have to insert appropriate functions in order to call the data from the Jedox-database. We use the "Paste Data Function"-command for it. Mark the complete data area (C5:D8) in your worksheet, and select the "Paste Data Function" dialog. You must choose the database and the cube that contain your data. Make sure that "Guess Arguments" is marked, and then click "Paste" (don't change the suggested function PALO.DATAC).
Starting with version 4.0 SR1 you can select "Skip filled cells" to do not overwrite data in the marked area.
Jedox will now analyze the surrounding cells and will guess the arguments for the function which make sense in this context:
When you select one of the newly inserted data cells (e.g., C5), you will see that the PALO.DATAC function fetches the correct data and inserts it in the worksheet. Because no elements from the dimensions "Year" and "Measures" are arranged on the worksheet, the first element of these dimensions ("All Years" and "Units" respectively) are used in the formula.
=PALO.DATAC(localhost/Demo,Sales,$B5,$A$2,$A$1,All Years,C$4,Units)
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3.8 Paste Subset

With "Paste Subset" you get the Subseteditor. This allows you to filter data from a database with your criteria:
In the individual register-cards, you can simply click on the arguments or enter expressions for the individual filters. In the dialog-window "Subset Editor", you have the areas "Stored Subsets" on the left and "Preview" on the right. For these areas you can use the switches "Hide" resp. "Unhide". The preview area displays all subset-modifications at once, provided that the option "Auto" is activated. If the option "Auto" is not activated, then you can update the preview by clicking on the button shown on the right. In the lower left corner you can see the PALO.SUBSET-function and its sub-functions and how they change during the creation of a subset. With the "Paste Into"-button, the subset-function will be inserted into the Excel-table. Please mark a sufficiently large area at first, in order that the display of the subset will not get truncated! The settings in the register-cards "General" and "Sort" will always be taken over to the subset other filters have to be activated explicitly (red arrow):
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With the filters from "Hierarchy" up to "Data", check marks indicate which of these filters are activated:
3.8.1 Top Ten Products

As a first subset example we want to display the top ten products of the 4th quarter of 2007 from the database Demo. First we create a control view with the command "Jedox - Paste View":
Select the basic elements of the dimension "Products" as row titles and "Qtr. 4" of the dimension "Months" as column title. Activate "Show element selector on double click" and then click on "Paste".
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Set with double-click 2007 instead of All Years, Actual instead of All Datatypes and Turnover instead of Units .Then click in B9 and choose the Excel command "Sort Descending". We get the following view:
Please calculate although the following cells: the total in E35, the cumulative turnover in column E and their percentages in column F.
First steps with Jedox Then mark H9:H33 and select "Jedox Paste Subset" Make the following settings in the tab "General": Server/Database Selection: Demo Dimension: Products Layout: Flat
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Make the following settings in the tab "Hierarchy": Activate this filter Filter elements by type Base elements
First steps with Jedox Make the following settings in the tab "Data": Activate this filter Select Cube : Sales Regions: Europe Months: Qtr. 4 Years: 2007 Datatypes: Actual Measures: Turnover Criteria: SUM OF THE ELEMENTS Take topmost elements: 10
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The function PALO.DFILTER() requires a large computing power. Therefore "Auto" preview is disabled by default when you activate this filter.
Activate in the tab "Sort" the following points: By Value Reverse
First steps with Jedox With "Paste" we receive the following elements:
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The subset shows exactly the top ten elements which we have received in the control view (A9: A18).
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3.8.2 ABC Analysis

With the second subset example we want to display the upper products of the 4th quarter of 2007 which made 80% of the total turnover. We mark H9:H33 in the previous example and choose "Jedox Paste Subset". We retain the previous settings and change only the tab "Data" as follows: Disable: Take topmost elements: 10 Enable: Take all upper elements up to %: 80
First steps with Jedox With "Paste" we get the following elements
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The subset shows the largest elements with which the 80% turnover mark is being just exceeded. To identify these A-elements we enter A in column C.
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With the third subset example we want to display the lower products of the 4th quarter of 2007 which made only 10% of the total turnover. For this we change the order in B9: B33 to ascending. Then we mark H9:H33 and select "Jedox Paste Subset". We retain the previous settings and change only the tab "Data" as follows:

Disable: Take all upper elements up to %: 80 Enable: Take all lower elements up to %: 10
Additionally we disable "Reverse" in the tab "Sort".
First steps with Jedox Then we get the following elements:
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The subset shows smallest elements with which the 10% turnover mark is being just exceeded. To identify these C-elements we enter C in column C.
First steps with Jedox To obtain the elements which are between the bottom 10% turnover limit and the upper 80% limit we have to enable both borders simultaneously in the tab "Data":
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First steps with Jedox The subset shows the remaining B-elements. To identify these elements we enter B in column C.
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So the ABC-turnover analysis of the products is complete for the 4th quarter of 2007 for the region Europe.
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3.9 SUCCESS Charts

With "SUCCESS Charts" you can create SUCCESS charts. SUCCESS charts are business graphics that are based on the principles of "information design" by Prof. Rolf Hichert. SUCCESS is the abbreviation for SAY, UNIFY, CONDENSE, CHECK, ENABLE, SIMPLIFY and STRUCTURE. Further explanations about SUCCESS rules you will find at www.hichert.com. There exist the following types: simple bar charts, column deviation charts, line-, waterfall- and bubblecharts. These are available in both Jedox frontends (Jedox Excel Add-In and Jedox Web) and they can be transferred with the worksheets between the two Front-Ends:
More information you will find in the manual "Jedox Admin Guide".
3.10 Save as Snapshot

This function saves the current version of the Excel-worksheet including the values, as a matter of fact, the PALO formulas are replaced by values. "Save As Snapshot" creates a "copy" of the current data view. This feature makes it possible to forward the worksheet. Save as snapshot can be very useful, for example, if data is to be forwarded to a specific distribution list which may include recipients who do not have access to the Jedox database (e.g., external offices)
3.11 Save as OLAP Snapshot

When storing only the Palo functions are replaced by their current values, all other functions and values are stored as normal.
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3.12 Connection to Jedox Web

In Excel 2007/2010/2013 on the Jedox Ribbon the commands on the right can be found :
In Excel 2003 you will find this commands on a own Jedox toolbar. With Jedox Web Wizard you can set the connection to Jedox Web. Please select a connection in the window "Jedox Web Wizard" and select then "Edit connection" and "Next". You get the entries of the connection management:
To publish Excel files in Jedox Web or to load Jedox spreadsheets from Jedox Web in Excel, the following conditions must be met: 1. A valid URL connection in the displayed form with a port specification. 2. Valid user and password entries. 3. The security entry must match the following entry CFG_SECRET of the file \Jedox Suite\httpd\app\etc\config.php of the Jedox Web installation: // shared secret - needs to be 16 chars long define('CFG_SECRET', '7b69fee9de1b7972'); 4. The connection must be defined as "Default".
First steps with Jedox For the Excel versions 2003 you have furthermore to install Microsoft Office Compatibility Pack for the file format xlsx. Then you can export Excel files to Jedox Web and from there load Jedox spreadsheets in Excel. With the button "Publish" you can save the current Excel sheet in the File Manager of Jedox Web. With the button command "Publish to Report Manager" in the pull-down menu, you can publish the current Excel sheet immediately in the Report Manager of Jedox Web. With "Edit Jedox Spreadsheet" you can open spreadsheets of Jedox Web in Excel.
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The current version still has some limitations on which features / functions can be exported / imported. The main formats and PALO functions are supported.
Create a new Jedox Database and a new Jedox Cube
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4 Create a new Jedox Database and a new Jedox Cube

When you create a new Jedox cube, this is usually done with the following steps: 1. Prepare by planning the structures 2. Create a new database 3. Create dimensions 4. Create a cube with the dimensions 5. Importing elements into the dimensions 6. Import data cells Before we create databases, dimensions, cubes and elements, we should take a look at the set of allowed characters in Jedox.
4.1 Allowed and not allowed characters in Jedox

Characters allowed in database-names: ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789_-. It cannot begin with a dot '.' character. The length cannot be 0.
The name of an element has to obey the following rules: The length cannot be 0. It cannot begin with a space character. It cannot end with a space character. It cannot contain any characters with character code < 32, e.g.. Return, Tab etc..
Characters allowed in dimension-names: The name of a dimension must obey the rules for element-names. Additionally, it has to obey the following rules:

It cannot begin with a dot '.' character. The name cannot contain any of the following characters: \ / ? * : | < > The name of a user info dimension has to be longer than 2 characters and has to start with '##'.
The rules for cube names are the same as for dimension names
Please note: Names in Jedox are case insensitive, i.e. upper and lower case letters are not distinguished! (E.g. trying to create database "demo" whereas "Demo" is present will yield error.)
4.1.1 Additional restrictions when Jedox is operated in a browser

Element names cannot begin with "<". In Jedox text cells an entry cannot start with "<" and entries only consisting of the word "true" or the word "false" are not allowed (Lower case or upper case does not matter).
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4.2 Jedox Wizard

In order to create a new database, please click in "Jedox Ribbon" on "Jedox Wizard". Or click in the Jedox pull-down menu on "Modeller" and in the next dialog window on the button "Start Jedox Wizard ...":
You will get the "Jedox Wizard"-dialog:
If the "Jedox Wizard" has not yet established a connection to the server, the connection button displays "Connect". Otherwise it displays "Disconnect". Using the Jedox Wizard, you can: Create new databases Create databases from templates (This item is planned for a later Jedox version and consequently cannot be activated now) Delete existing databases Register a new server Unregister a server
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4.3 Creating new databases

Once a connection has been established, you can create a new database. Select the corresponding item, and click "Next".
In the next step, you assign a name for the new database. Under default rights you can specify which rights are entered by default for this database. Default is the right "D" (Delete). First, we make an attempt with the already existing name "Demo".
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If you intend to use a name that already exists, you will receive an error message. Jedox reminds you that "Demo" already exists.
Click "OK" to return to the Jedox Wizard to assign another name, e.g., "Test 1". Again you receive an error message, this time due to invalid characters.
The character not allowed here is the blank between Test and 1. Click "OK" to assign another name again. If you use "Test1" without blank, the database will be created immediately. The Jedox Wizard closes when you click "OK". The database is now ready for use. You can open the "Modeller", in order to create dimensions and elements, as well as to combine dimensions in cubes. Tip: You know that cubes, dimensions and elements define data structures in Jedox (The Modeller chapter). You also know that the respective structures only apply to defined cubes. As a result, subsequently created dimensions are not contained in an existing cube. To include these, you would have to delete a cube and set it up again, however, the data are lost. We therefore recommend that you create all required structures before saving data in a Jedox database
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4.4 Deleting databases

Of course, you can also delete existing databases. Select "Delete an existing database" in the Jedox-Wizard. If you click "Next", you will get a selection of databases. Select your new database "Test1":
Make sure that you select the correct database. Then click "Finish".
You must confirm whether you want to delete this database:
Then you get the message about the successful deletion of the database. Finally, you need to confirm this message with "OK".
Thereafter, the "Jedox Wizard" will be closed. Alternatively, you can stop the JedoxSuiteMolapService and then delete the desired database folder in the folder \Jedox\Jedox Suite\olap\data (see also chapter Backup of Databases)
Developing data structures
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5 Developing data structures

5.1 Modeller
Data structures are created from cubes, dimensions and elements. We will now demonstrate how to create and manage cubes, dimensions and elements with the Modeller. When you start "Jedox Modeller", you see the following screen:
New Dimension Delete Dimension Rename Dimension
Metadata Management Attribute Management User Management
New Cube Delete Cube Rule-Editor
You might think that you must first create a cube and then define its dimensions. But we will see that it is more logical to first create the dimensions and then define one or more cubes, which can contain different combinations of dimensions.
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5.2 Creating dimensions

Let us add a new dimension Customers in the database "Demo". Please click in the area dimensions of the Database tab and then press "Enter": The entry "New Dimension" is created. Then enter the name "Customers" for the new dimension and finish this entry with "ENTER":
Switches to sort the dimensions and the elements: Sorts in order of definition sequence. ( For dimensions, the definition sequence is the chronological creating order. For elements, the definition sequence is the list, which was last stored in this view. Elements can be sorted in this view with the arrow keys. Whenever you leave the tab in this view, the sorting will be stored.) Sorts alphabetically in ascending order Sorts alphabetically in descending order
Note:
With Excel 2003 there are not more than 27 dimensions possible in a cube. With Excel 2007 and newer versions there are not more than 250 dimensions possible in a cube. The reasons are processing limitations of the PALO.DATA - functions.
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With the button "New Dimension" in the lower left corner of the dialog window you will get the dimension wizard to use a dimension from the templates. This has the advantage that the new dimension will have all the elements of the selected template. We can enter e.g. as the name "Key_Performance_Indicators" and select the template "Measures":
As result we get:
The elements of the template dimensions "Measures" are inclusive.
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5.3 Creating elements

Click on the tab "Customers" at the top of the window. Now you can add elements to the dimension "Customers":
Press "Return", in order to create the first element. Create four elements: "Smith Corp", "Meyer Ltd", "Miller LLC" and "Total". After you pressed ENTER for the first time, a new element was created. It is marked and can now be given an adequate name. After the name has been entered, you have to press ENTER again, for confirmation. If you press ENTER twice consecutively, the new element with the name "Smith Corp" (in our example) is completed and another new element is created immediately. We will combine the elements in "Customers" into "Total" in the next step, i.e. turn "Total" into a consolidated element. Start by double-clicking "Total", which then appears in bold text. You can now see the text in the window on the right: "Click an element from the list to add it.", i.e. you have to define which sub-elements belong to "Total". You can either allocate the elements with a double-click or by copying the items to the right using the corresponding arrow. Select the three elements previously created.
Click the button "Apply changes" at the lower window margin to finish.
Developing data structures After switching to the hierarchical view you get the figure on the right:
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Please note: Elements can be added to more than one consolidated element. This makes different views of a dimension possible - these are often called "parallel hierarchies". The Modeller provides additional functions when you right-click an element (hierarchy view must be turned off): Add, delete, rename and consolidate Switch the type between numeric and text Copy & paste elements, select all Move elements to the start/end Search for elements Show parents Count elements
5.4 Copying and inserting elements

If you want to add elements to your dimension, you can simply write them into the worksheet. You can also use the "Fill" function in Excel and copy the items by using the context menu (copy and paste). Then copy the area with the context menu and paste it in the modeler in the desired dimension (context menu "Paste elements"). All existing items will be deleted and replaced in the dimension with the copied elements. Now you will see that it is also possible to transfer structures in addition to elements.
Developing data structures We copy all elements of "Months" into an excelsheet:
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We are moving to the spreadsheet and paste the contents of the clipboard into A1. We get the result on the right: The element names, element types and consolidation factors are copied. Element types are: "N" = numeric, "S" = string/text and "C" = consolidated.
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You can also do this in reverse order. Assume that you want to add additional customers to the "Customers" dimension. These should be combined into a group at the same time. In other words, you must supply two pieces of information: 1. The customer as base elements and element type. 2. Indication of the customer group that the customers belong to. Structures are adapted and set up in Jedox as indicated in the columns in Excel. Consequently, this copying option is especially suitable if you want to add elements to a new dimension. For example, this could be the case when transferring from other MOLAP databases since they use the same arrangement format. At the beginning of this chapter, we created the dimension "Customers" containing the names of your customers:
Now we want to add customers to this dimension.
Enter in a blank Excel-worksheet the data displayed on the right:
All customers are numeric ("N"), consequently they can be added to a group. Within the group, all customers have the same weight, the consolidation-factor = 1. The feature C for "Group A" combines the customers accordingly.
Select the area (here: A1:C13), and copy the selected area. Now open the Modeller, and go to the "Customers" dimension. Select any element. Then use the context menu in Jedox, and click "Paste Element".
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A warning is displayed that all existing elements will be deleted if you continue the copying procedure. Confirm the message with "OK".
The elements are then deleted and at the same time, the new elements are added. Double click on Group A , then with the right mouse button on "Name1", then on consolidation factor:
You see that Jedox has got the following information through the application of the "Paste Elements"function to the Excel-range A1:C14 : Name of the element, C- or N-element and the weighting factor.
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The command "Count" in the context menu counts the elements, returns the number for "n" = numeric, "s" = string/text and "c" = consolidated and gives additional info..
The Jedox context menu provides further options. One of them is the ability to search for elements. Click "Search for element" to start the search. A window "Search Elements" will open. You can also use "Ctrl + F" to call this dialog box: For example, if you enter "N*", Jedox jumps to an element in the current dimension, which matches the search criteria.
After you have found the first element you can continue the search with "F3". Note: The Jedox context menu "Search for element" you get also when the hierarchy view is turned on and while you currently create a consolidation.
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5.5 Creating new cubes

Now we want to create a new cube. Start the Modeller, and click "Database". Then click the icon "New cube".
This will start the Cube Creation Wizard. Enter a name for the cube, e.g., "Market". Add the dimensions Datatypes, Months, Measures, Products, Regions and Years by double-clicking them, or use the corresponding arrow button.
When you click "Finish", the cube will be created. We want to use "Market" later to demonstrate additional features, therefore please create another new cube and name it "Test". This cube will be needed later to demonstrate deletion of a cube.
Developing data structures After having created "Test", you will see the various cubes in the Modeller.
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You have created two additional cubes. You can use them the same way as the pre-fabricated cube "Sales" from previous examples. For example, you can retrieve information from the cube "Market" via "Paste View". In "Paste View", you will notice the newly created cubes "Market" and "Test" in addition to the already familiar cube "Sales".
Please note: The sequences of the dimensions in the cubes "Sales" and "Market" are different. This sequence is essential for addressing a cube cell!
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You will see that the newly created cubes "Market" and "Test" do not yet contain any data (cf. the figure below from the cube "Market"). You might wonder why? After all, both cubes were created by using the same dimensions that already existed in the cube "Sales".
You might think that these are copies of "Sales" and consequently should contain data. This is not the case, instead, the two new cubes contain new, independent data cells. You may remember that we stated in the beginning of this chapter that you should first create the dimensions and then a cube. It is important to note that the PALO formula contains a reference to their respective cubes. Cell B9 contains the following formula: =PALO.DATAC($A$1,$A$2,$A9,$A$3,$A$4,$A$5,$A$6,B$8).
If you convert the cell addresses into text, you get:

=PALO.DATAC("localhost/Demo";"Sales";"All Products";"Europe";"Year";"2009";"All Datatypes";"Units").
Developing data structures Consequently, the dimensions are allocated precisely to the respective cube, e.g., "Sales". The sequence of the dimensions in the formula corresponds to the sequence in the cube. Compare the PALO.DATAC formula above with the figure on the right.
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If you use these very same dimensions for a new cube, the new cube is empty as a result. It therefore makes sense to create the cube only after you know the dimensions. Reason: the cube is a combination of dimensions. A dimension is in turn a combination of individual elements. Consequently, a cube cannot be described unless we are aware of this structural information. Of course, you could start to fill a new cube by entering data into the cells. But generally, the data exist already in an external data source. In this example, they are actually in the database, just in another cube. Furthermore, it would be very time-consuming and a great error-source if you want to enter manually all data for all products, regions and years. Therefore exists different import ways depending on the source system. These ways are shown in detail in our Jedox training.
5.6 Deleting a cube

You just learned how you create a new cube. You learned that the structure of elements and dimensions is only valid within a cube. For that reason, no data exist in the new cubes "Market" and "Text", although they are structured the same way as the cube "Sales". Inversely, this also means that only the data and structures of this cube are deleted if you delete an entire cube. If the same dimensions and possibly data also exist in other cubes, they will be retained in those cubes. You can test this by deleting the cube "Test". Proceed as follows: Insert a view of the cube "Test" in a blank worksheet via "Paste View". Place "Products" in the Row titles, whereby you select "Desktop L" as your product. Proceed in the same way for the Column titles, whereby you use the dimension "Datatypes" and the element "Actual". The other dimensions remain in the Page selector. Then the following view appears:
Developing data structures Make the following adjustments to the view: a) b) c) d) "Europe" becomes "Germany" (A5) All Years" becomes "2009" (A4) "Year" becomes "Jan" (A3) Enter the value "500" in B9.
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Then you see the following result:
Undo the settings for "Germany" and "Jan".
You know that the same structures also exist in the cube "Sales". Place these data sheets next to each other for comparison. Create a view of the cube "Sales" in a blank Excel-worksheet using "Paste View". Please put "Products" in the Row titles as well, whereby you select "Desktop L" for your product. Proceed in the same way for the Column titles, whereby you use the dimension "Datatype" and the element "Actual". The other dimensions remain in the Page selector. The results appear as follows:
"Test"
"Sales"
Once again, you will recognize that the cubes have completely different contents although their dimensions are identical. Consequently, you can delete the cube "Test" without interfering with the cube "Sales". The complete structure of the "Test" cube is erased when deleting the cube.
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Select the cube to be deleted in the Modeller. Call the context menu with a right-click, then select "Delete cube".
Alternatively, you can click the "Delete cube" button at the lower window margin. Make sure to select the correct cube, because the data are deleted irretrievably. Confirm your selection by clicking "Yes".
Cube Paste view: In the cube context menu the command "Paste view" can also be found. It serves to quickly create a view of the cube which you click with the right mouse button. However, if in the current worksheet already exists a Jedox view, then this command uses the cube of the existing view.
Entering, changing and deleting data
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6 Entering, changing and deleting data

6.1 Entering data manually
The easiest way to store data in Jedox is traditional manual entry in an Excel-worksheet. Of course, this only makes sense for small data quantities. You already made individual entries in previous tasks. An overview of the various options for data entry is presented below.
6.1.1 Entering in cells

Open a blank Excel-worksheet. Start "Jedox/Paste View", and select the "Market" cube created earlier. Move "Months" into the Column titles and "Products" into the Row titles. Leave the other dimensions in the Page selector.
Double-click on "Select Elements" of Months.
Entering, changing and deleting data Then for Column titles select the first three months and click "OK"
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Select the first five desktop computers from the "Products" dimension, and insert them as Row titles. You can find them under Stationary PCs. The result appears as follows:
Here are displayed consolidated elements(Variance, Europe). However, for our first demonstration, base elements should be displayed instead.
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To change the current settings, double-click All Datatypes and change it to Actual. Change Europe to Germany and All Years to 2010 in the same way. The result should look as follows:
If you now enter a value, e.g., "175", it is written to the database. Note that the formula is retained although you enter a value. The entered value is written to the database, and the formula is displayed again. Entry of value "175"
Entering, changing and deleting data The result of this entry:
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The formula is displayed again after you have made your entry. As a result, you can enter data very easily to simulate scenarios, which are planned from bottom up. Of course, you also want to implement planning from top down. This is how you do it:
6.1.2 Entering data into consolidated cells (Splashing)

Starting from our last example, double-click "Germany" and change it back to "Europe". The result looks as follows:
You see the values, which you entered before you changed the settings back to the consolidated view. The reason for this is obvious: the database was empty, you entered a number in the element "Germany" and consequently the sum for "Europe" is identical with the value for "Germany". Click another cell (e.g., C9) now, and try to enter something.
Entering, changing and deleting data The following message appears:
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Splash Parameter # Ordinary writing into a consolidated cell is not possible. This is to prevent you from writing data into a cell containing consolidated data unintentionally and thereby corrupt data. After all, consolidated data are the result of base element data. However, to indicate that you are entering a value intentionally with the purpose to "splash", i.e. split the value among the subsequent base elements, start the entry with the special character "#", and then enter a value. Enter the values to be splashed (#250 for Desktop L and #120 for Desktop Pro each in February):
The values, which you entered:
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Values, which you entered, are split (broken down) and distributed across all levels below the current one. You can check that by scrolling through the regions. The base values for "Germany": The base values for "Italy":
Enter the following data: 50 for "France" and "Desktop L" in January. All other countries have value "0" in January.
The resulting view for "Europe":
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If a value exists in at least one of the base elements, the total sum is split in line with the shares of the existing values. Assume that in addition to the value for "Germany" a value is entered for "France" in January, e.g., "50". All other countries in January equal "0". When you enter a new value, this value is split among the base elements below that, in precisely the weighting of the previous values. If a value exists in one of the base related elements, then related base elements with the value 0 are not changed. For example, if you change the total amount for Europe from 225 to 100 (44.4%) at "Desktop L", the value for Germany changes to 44.4% of 175, this is 77.78: Detailed view for "Germany":
Respectively, it would be 22.22 instead of 50 for France. If no values existed previously, the new value is split equally among all subordinate base elements below the current level. This is shown for "Desktop Pro" in "Feb". Entry of the value 120 in the dimension "Europe" results here in an allocation of 6.32 to all base elements, for example to "France". Detailed view for "France":
Note: If the view contains an element whose consolidation factors have added the result 0 (e.g. variance with Actual 1 and Budget -1), and the base cells are still empty, then these cells cannot be splashed with # (there will result an error), because then Jedox cannot compute a clear distribution rule.
Entering, changing and deleting data Besides "#", there are other parameters that you can use to write data in consolidated cells. Splash Parameter ! An exclamation mark followed by a value: you overwrite all related base elements with this value. By entering "!10" in C10, the value 120 is replaced with 190(10*19 base elements). Entry of "!10":
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19 * 10 = 190 replaces 120:
Entering, changing and deleting data Splash Parameter !! Two exclamation marks followed by a value add this value to the existing values of all related base elements. Consequently, entry of "!!20" would result in 190+20*19 =570 (adding of 20 in 19 base elements). Entry of "!!20" have the result 190 + 19*20 = 570:
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Splash-Parameter ## Use this parameter to add or subtract absolute values. ##1000 adds 1000 to the actual value (also possible # #+1000). ##-1000 subtract 1000 of the current value. Splash Parameter # % Use this parameter to set a percentage of the current value. Current value is 570: By entering #10% you get 57 (570*10%). Splash Parameter ## % Use this parameter to add or subtract percentage shares. ##10% adds 10 % to the current value. Current value is 570: By entering ##10% you get 627 (570 +570*10%).
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Since this chapter will later deal with data deletion and we need data to be deleted, apply above options again for practice purposes: Change the year to 2012. You can see that the months have zero amounts.
Enter the following values in January: 5000, 3000, 3500, 4000 and 6000. The entry is in splashed format, e.g., #5000. The result appears as follows:
Tip: Using these techniques, comprehensive changes are possible, it allows for simulations of the type, "What would happen if you change the data by x%?", for example. But this entails the danger that you may corrupt data: you no longer know the values of your original data and it cannot be retrieved again. However, there is a simple solution: create a backup of the database.
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6.1.3 Paste values in cube view cells

This command you will find with right-mouse click on one cube view cell or on a range of cube view cells. It is to paste one or more copied values in a range of PALO.DATA(C) formulas, and they will be sent to the cube. If the sizes of source range and target range don't match, only the intersection will be filled. In Jedox this works for base elements and also for consolidated elements with default splashing(#). If a consolidated cell and its descendant cells are part of the target range, then the later filled value wins over the previously filled value. The target range is filled from left to right and from top to bottom.
6.1.4 Undo data input

In Excel 2007/2010/2013 this commands can be found on the Jedox Ribbon shown on the right:
In Excel 2003 you will find this commands on a own Jedox toolbar. Mark a cell-area, in which values from the cube are displayed, then push the button "Set reference for undo",
The other three buttons are now active. Undo one operation Undo all and cancel reference for undo Commit changes and cancel reference for undo Important: Per Excel session you can only set one reference for undo. After you set a reference for undo, it is not possible for other users to enter or change values in this area. Only after canceling reference for undo the area will be open for entries of other users. Before you quit Excel, you should also decide to commit or to undo all. Otherwise all changes are automatically undone when you quit Excel or when the user-session ends.
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6.2 Copying cell contents (copy & like)

COPY & LIKE make it possible to copy values directly into another cell. Copy As an example, open "Paste View", and select in cube "Sales" the following: Row titles = Years and within Year via "Select Elements" select 2006, 2007 and 2008. Column titles: Datatypes and within Datatypes via "Select Elements" select Budget and Actual.
We splash the values of 2008 and 2009 with 0 to calculate as an example these values from previous years. Now you can copy the Actual figures of 2007 to the Budget of 2008. Go to cell B11 and write: Copy Actual,2007 or alternatively: Copy Datatypes:Actual,2007
Entry: Copy Actual,2007
Entry: Copy Datatypes:Actual,2007
Entering, changing and deleting data In both cases you get the following result:
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The sequence of the elements in the formula is irrelevant. You may ask yourself if you could also enter the amount from Actual 2007 utilizing the sign "#" under Budget 2008 and what is the difference? The difference is that you transfer the source values including their splash structures 1:1 with COPY. With #, you captured and split this total value only. But because Budget 2008 was holding a "0" previously, the split is equal among all base elements. You can see the difference in the example of the element "Germany". As described earlier in the splashing section, the dimension "Europe" is composed of 19 base elements. Consequently, "Germany" will receive in Budget 2007 a share of 528.845 when split with the entry of "#10.048.052". On the other hand, it is 1.129.732 when using "Copy Acutal,2007".
Uniform split with #
Split according to shares with COPY
Notes: You can write copy, Copy or COPY. The sequence of the elements in the formula is irrelevant. If an element name is used in more than one dimension, you have to prefix it with the name of the dimension you want to use, followed by a colon (for example: copy Years:2008). Element names or dimension names with a blank space, semi-colon, colon or quotation mark must be enclosed in quotation marks, e.g.: copy "Desktop L". Quotation marks in element or dimension names must then also be prefixed by another quotation mark. These notes also apply to Like.
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Like The LIKE command contains the COPY command. It looks at the shares of the base elements when splitting the value placed before LIKE. Therefore, it allows for a different value formulation than COPY. Example: The value for Actual at All Products/Europe/Year (2007) is = 7,948,113.31. Consequently, 12000000 Like Actual,2007 splits the budget according to the shares in Actual 2007. Entry:
If you shift the display from All Products/Europe/Year (2007) to Germany, you obtain the base values for Germany. These are, for example, 919,665.42 for Actual in 2007. Analogously, "Germany" has a budget 2009 of 12,000,000/7.948,113.31*919,665.42, this is 1,388,503.74.
Entering, changing and deleting data To conclude, we want to show you that this method also works with consolidated elements. For example, "Gross Profit" is composed of Turnover (consolidation factor = 1) and Cost of Sales (consolidation factor = -1). Making an estimate on your Gross Profit will automatically bring along the planned estimates for the turnover and cost of sales accordingly. Entry:
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Result:
You can see that the two base elements "Turnover" and "Cost of Sales" are filled accordingly.
Please note: When you enter a number with a sign you have to put an apostrophe in front of the sign. Example: '-12000 like Gross Profit,2006
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6.3 Deleting data

If you right-click the cube in the Modeller, you can select between two different deletion options. You can delete the complete cube or defined data of the cube ("Clear cube" function). Deleting the complete cube has already been described in the "Working with the Modeller" chapter. Therefore, we would like to restrict our explanation to clearing cubes at this point. You have entered with splashing data for 2012 (see figure). Now we want to delete these data. First you must set the corresponding parameters.
Call the Modeller. Right-click on the cube "Market" cube, and then select the command "Clear". Click the dots () next to the "Years" dimension. Then you see a list of years. Select the year 2012.
This selection will be displayed in the "Clear Cube" window.
If your selection is not correct, please click button "Reset Selection". If your selection is correct, please click button "Clear select ion".
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Confirm the question with "OK".
You receive a message as soon as the procedure is completed. The larger the selection resp. the cube, the longer clearing can take (a few minutes or longer). Then you receive a message that the data were deleted (cube selection was cleared). Confirm by clicking "OK". Then you return to the "Clear cube" dialog. You can clear other parts of the cube. Alternatively, end the procedure by clicking "Close". When the "Clear cube" window appears, you can also clear the entire cube. In the end, you may still see values in the Excel-worksheet. If that is the case, press function key "F9" to update the view.
Jedox Office Add-In
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7 Jedox Office Add-In

In version 5.0, in addition to existing Jedox software, Jedox Office Add-In is available. It supports Word and PowerPoint (Office 2007 or later). Jedox Office Add-In makes it possible to insert a named range with Jedox data of an Excel spreadsheet into a Word document or a PowerPoint presentation. By selecting Jedox in the menu bar of Word or PowerPoint you will get the following switches in the Ribbon:
Jedox Office Add-In uses the language which is set for Jedox Excel Add-In. Select "Add" and then an Excel file:
Then Jedox Office - Add-In looks in the selected file for named ranges and offers them. It is only possible to add content from one single xlsx source file. To add the selected name and close the dialog use the "Add" button , to add the selected name and continue with the dialog use the "Add and Next" button. After the last insertion you can adjust the size and position of the placeholder(s). With the switch update you can update a selected placeholder. In order that the Office Add-In can upgrade Jedox data of an Excel file, you have to set "Automatic start of Jedox Excel Add-In" under Jedox Settings (see last chapter). By default, an absolute path to the source file is saved. However, you can manually change this to a relative path. For example, if the source file is called "Office_Addin_Data.xlsx" and is located in the same folder as the Word / PowerPoint target file, you can set ".\Office_Addin_Data.xlsx as path. After this change, you have to actualize the line Name with the small button on the right. With this path entry, you can later move the Word or PowerPoint file, together with the source Excel file, without losing the relationship between source data and placeholder(s).
Further Jedox skills
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8 Further Jedox skills

In this documentary, "First Steps with Jedox Excel Add-In" you have certainly gained an impression of how easy it is to work with Jedox. This is true especially if you are already proficient Microsoft Excel user. For your next steps with Jedox, we offer further information on our home page http://www.jedox.com. In particular, we recommend you to attend one of our Jedox trainings. In these trainings experienced consultants teach all areas of Jedox which you have to consider in practice.
9 Index
A
ABC Analysis 41 allowed characters 50 array-function 21 attribute cubes 21 attributes 12
D
Data cubes 21 database 5, 6, 10, 11, 13, 34, 47, 50, 51, 52, 53, 54, 61, 64, 67, 73 delete 51, 53, 54, 67, 68, 69, 85 Deleting a Server-Connection 19 deleting databases 54 dimension 6, 7, 8, 10, 11, 12, 20, 22, 24, 30, 31, 32, 33, 34, 50, 53, 55, 58, 59, 61, 63, 64, 66, 67, 68, 70, 71, 76, 82, 85 Drill Server Rule 14 Drill Through 14
B
base elements 61, 71, 74, 76, 77, 78, 82, 83, 84
C
characters allowed in database-names 50 characters allowed in dimension-names 50 characters allowed in element-names 50 Choose Style 26 Clear Cube 85, 86 Clear list 25 clear selection 85 Column titles 20, 22, 26, 67, 68, 70, 71, 81 Connecting Jedox-Client with Jedox-Server in the network 18 Connecting Jedox-Client with local Jedox-Server 15 Connection to Jedox Web 48 consolidated element 58 consolidation factor 60, 84 context menu 59, 61, 63, 69 copy 81, 82 copy elements with hierarchies into a spreadsheet 60 creating cubes 64 cube 6, 7, 8, 10, 11, 12, 34, 50, 53, 55, 64, 65, 66, 67, 68, 69, 70, 81, 85
E
element 58 element type 60, 61 elements 12, 20, 26, 30, 31, 32, 33, 50, 55, 59, 61, 62, 63, 67
F
Fixed width 26
G
groups 21 Guess Arguments 34
Index
-89Paste values in cube view cells 80 Paste vertically 30, 32 Paste View 12, 14, 20, 26, 27, 28, 30, 65, 67, 68, 70, 81 Pick list 24 Proxy-Server 17
H
hierarchy 10, 11, 59
I
import 13, 50 Indent 26
R
reset selection 85 rights 21 Row titles 22, 26, 67, 68, 70, 71, 81 Rule-Editor 55
J
Jedox Error 14 Jedox is cell-related 5 Jedox Online 13 Jedox Settings 11 Jedox Suite program entries 11 Jedox toolbar 12 Jedox trainings 88 Jedox Web 13, 48 Jedox Wizard 13, 15, 16, 18, 19, 51, 53, 54
S
search elements 63 selection-buttons 25 server 15, 29, 51 server registration 51 Show element selector on double-click 26, 28 snapshot 12, 47 Snapshot 47 Sorting of dimensions 56 Sorting of elements 56 splashing 73, 82 splash-parameter ! 77 splash-parameter !! 78 splash-parameter # 74 splash-parameter # % 78 splash-parameter ## 78 splash-parameter ## % 78 structures 50, 53, 59, 67, 68 Style 26 Subset Editor 35 Subsets 35 Swap 26
L
like 81, 83
M
Modeller 11, 12, 17, 53, 55, 59, 61, 64, 65, 69, 85
N
not allowed characters 50 numeric 59
T
text 58, 59, 60, 63, 66 Top Ten Products 36
O
ODBC 13 Office-AddIn 87 OLAP snapshot 47 Options 13 order of creation 56
U
undo 80 user 21 User management cubes 21
P
Page selector 30, 67, 68, 70 PALO.DATA 8, 21, 29, 34, 66, 67 PALO.DATAC 8, 21, 29, 34, 66, 67 PALO.DATAV 21 PALO.DATAX 21 Paste Data Function 12, 34 Paste Elements 12, 23, 27, 28, 30, 62 Paste horizontally 30, 33 Paste Subset 35 Paste values in cube view 14
W
Wrap labels 26
Z
Zero suppression 26

First Steps With Jedox Excel Addin

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First Steps

Jedox Excel Add-In

Version 5.0 SR1

First Steps with Jedox Excel Add-In Version 5.0 SR1

2.2 Jedox is cell-related

Excel is organized in cells, and so it is in Jedox

2.3 Jedox is an in-memory database

2.4 Jedox is multi-dimensional

2.5 Working with hierarchies

First steps with Jedox

3 First steps with Jedox

First steps with Jedox

3.2 Menu Jedox

resp. in Excel 2003 the pull-down menu on the right:

and the Jedox toolbar:

First steps with Jedox

First steps with Jedox

First steps with Jedox

3.3 Connecting Jedox-Clients with Jedox-Server

3.3.1 Connecting Jedox-Client with local Jedox-Server

You get the dialog window "Jedox Wizard":

Here you click on "Register new server" and then on "Next".

First steps with Jedox

A click on "OK" closes the Jedox Wizard.

3.3.2 Connecting Jedox-Client with a Jedox-Server via a Proxy-Server

First steps with Jedox

3.3.3 Connecting Jedox-Client with a Jedox-Server in the network

3.3.4 Deleting a server-connection

First steps with Jedox

3.4 Creating a Jedox worksheet

3.5 Paste View

Column titles area

Row titles area

User management cubes

First steps with Jedox

3.5.1 Dialog window "Paste Elements"

Open one hierarchy branch Close one hierarchy branch

Enable list view

First steps with Jedox

First steps with Jedox

3.5.2 Selection buttons for element selection

First steps with Jedox

3.5.3 Further options in the dialog-window "Paste View"

First steps with Jedox

First steps with Jedox

First steps with Jedox

3.6 Paste Elements

First steps with Jedox

First steps with Jedox

First steps with Jedox

3.7 Paste Data Function

First steps with Jedox

3.8 Paste Subset

First steps with Jedox

3.8.1 Top Ten Products

First steps with Jedox

Activate in the tab "Sort" the following points: By Value Reverse

First steps with Jedox

3.8.2 ABC Analysis

First steps with Jedox

Additionally we disable "Reverse" in the tab "Sort".

First steps with Jedox Then we get the following elements:

First steps with Jedox

3.9 SUCCESS Charts