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Syntax improvements for list creation

When creating lists, there are a lot of limitations as of now. It is not possible to use proper functions in (dynamic) list creation (Excel-like functions like LEFT, but also PALO functions like PALO.EPARENT). Also, there is not enough documentati...
9 months ago in Jedox Platform / Views / Web Spreadsheet 0 Future Consideration

Annual Splashing in Forecasts

There should be a simplified method for annual data splashing in forecasts without altering the actual periods while still achieving the target value. Currently, when data is splashed on an annual basis and actuals from previous periods are copied...
9 months ago in Jedox Platform / Web Spreadsheet 0 Future Consideration

Hatched filling for bar charts.

Hatched fillings for bar charts would allow distinguishing between scenarios without relying on a chart legend or different colors. The IBCS also recommends this. It is also a functionality provided in Excel and it would enrich Web Reporting.
9 months ago in Jedox Platform / Charting & Visualization / Web Spreadsheet 0 Future Consideration

Make "PALO.SERVER_SUBSET()" available in dynamic elements

At the moment, you have to use the option "Formula" with the formula "PALO.SERVER_SUBSET()" when using a global subset as a source for dynamic elements (dynaranges, comboboxes, etc) that should adapt to any change of the global subset. It would be...
over 1 year ago in Jedox Platform / Web Spreadsheet 2 Future Consideration

Action Buttons in Excel

the new actions capabilities in combo boxes are very powerful. We should have a similar capability to add a Jedox Action button in Excel. This button at the very least should allow the kicking off of an ETL process. Lots of other things possible a...
about 4 years ago in Jedox Platform / Microsoft Office integrations (Excel, PowerPoint, & Word) 0 Future Consideration

Option to choose additional scope while posting journal

Challenge: User has to copy journals to reflect the journals to multiple scopes Detail: The system currently designed to post journals to a particular scope by considering different accounting standards (IFRS, US GAAP) and currencies for different...

Equity reclassification and reflection to Investment Register

Challenge: Manual effort to reclassify accounts and no single place to view all the investments Detail: Period1: Investor originally invested 200K to Investee (Subsidiary). Period2: Investee booked 15K as current period retained earnings. Period2:...
over 1 year ago in Jedox Core Models / Financial Consolidation Model 1 Will not implement

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