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Notes to financial statements

Extend the storage to capture reporting positions for the notes (text narratives and tabular information) which cannot be captured by the existing cubes. Provide sample data and reports for the most common notes sections.

Guided user interface for data validations

Users would benefit from an easy way to set up custom data validations, similar to the setup of consolidation rules. E.g. the amount on a PnL Account needs to match a movement on a BS Account.

Better / easier handling of old reports for the new add-in

Reports created with legacy add-in should be usable without the need to detach views & rebuild them in new add-in. This will help users collaborate easily using 2 different add-ins depending on their setup.
almost 2 years ago in Jedox Platform / Microsoft Office integrations (Excel, PowerPoint, & Word) 0 Future Consideration

HR - Planning with data validation

Currently when I plan an employee I sometimes don't understand why the numbers are not written. This could have several topics why it is not writing: - I enter FTE or salary increase before the employee startet: Employee startet 1. Oktober. But I ...
11 months ago in Jedox Solutions / Human Resources 0 Future Consideration

Jedox Excel Addin for Office 365 (connection issue) or option to remove

Hi, I couldn't find any article on how to remove the Office 365 addin once it is installed. It always loads with Excel. There is a KB on uninstalling the old addin but there is nothing for the new addin. I am an Independent consultant and have my ...

Excel Add-In - Variable for connections in formulas

At the moment I need to adapt all formulas I create in Jedox manually when I want to switch between the connection to our dev and live instance. It would help if the Excel Add-In would directly enable a variable as an input for a connection e.g. i...
about 2 years ago in Jedox Platform / Microsoft Office integrations (Excel, PowerPoint, & Word) 0 Future Consideration

HR - Add User Access Management

Please add the "User Management" report, logic and Integrator project to the BPA HR. The same as in the Foundation.
about 1 year ago in Jedox Solutions / Human Resources 0 Future Consideration

Add paging in reports for Legal Entities (including the ones listed for workflow)

Sometimes, there are many Legal Entities at customers, paging function would be needed in reports: "Scope of consolidation", "Data collection", "Consolidation Manager", "Consolidated Financial Statement".
about 4 years ago in Jedox Core Models / Financial Consolidation Model 2

PALO.DATA.SOURCE Identify Rule-based values/cells

PALO.DATA.SOURCE Identify rule-based values/cells Function to identify, if a value is calculated or stored in the database. This enables dynamic reports where a conditional formatting opens cells for data entry ONLY if they are actually stored an...

Custom source level elements in the Consolidation dimension

The Local GAAP element of the Consolidation dimension is the only element to receive original source data for the separate financial statements. This data is captured on the ~ element of the Scope dimension and shows automatically on all other sco...
over 4 years ago in Jedox Core Models / Financial Consolidation Model 0 Planned