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Jedox

Jedox

Overview

What is Jedox?

Jedox is a Business Intelligence and Corporate Performance Management solution. According to the vendor, their solution’s unified planning, analysis and reporting empowers decision makers from finance, sales, purchasing and marketing. Additionally, the vendor says this solution helps business users work…

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Recent Reviews

TrustRadius Insights

Jedox has been successfully implemented across various departments such as finance, sales, and project management, making it a versatile …
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An Overview of Jedox Premium

6 out of 10
June 03, 2018
My company is a provider of tailored business intelligence solutions. We work with a number of BI technologies based on the specific …
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Pricing

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What is Jedox?

Jedox is a Business Intelligence and Corporate Performance Management solution. According to the vendor, their solution’s unified planning, analysis and reporting empowers decision makers from finance, sales, purchasing and marketing. Additionally, the vendor says this solution helps business…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.jedox.com/en/product/license…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Jedox Planning & Budgeting Demo

YouTube

Jedox Workflow Demo

YouTube

Simplify Planning - With Jedox Qlik Integration

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Webinar: 5 Steps to Streamline HR Planning with Jedox

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Office Add-ins demo on Office JS from Jedox

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Jedox Predictive Forecasting

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Product Details

What is Jedox?

Jedox is a Business Intelligence and Corporate Performance Management solution. According to the vendor, their solution’s unified planning, analysis and reporting empowers decision makers from finance, sales, purchasing and marketing. Additionally, the vendor says this solution helps business users work smarter, streamline business collaboration, and make insight-based decisions with confidence. The vendor also says 1,900 organizations in 127 countries are using Jedox for real-time planning on the web, the cloud, and on any device.

The vendor’s value proposition is that Jedox empowers users to analyze historical data for meaningful insight, and to plan and forecast intelligently. In addition, the vendor says the powerful and intuitive write-back means users can streamline any business process, in any department, where they capture, calculate and present data.

Jedox Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Journal entries and reports
  • Supported: Multi-currency management
  • Supported: Intercompany Eliminations
  • Supported: Local and consolidated reporting
  • Supported: Detailed Audit Trails

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting

Analytics and Reporting Features

  • Supported: Personalized dashboards
  • Supported: Color-coded scorecards
  • Supported: KPIs
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting
  • Supported: Benchmarking with external data

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

Jedox Screenshots

Screenshot of Management Dashboard with Google Maps WidgetScreenshot of ABC Analysis (Procurement)Screenshot of Executive Sales ReviewScreenshot of Finance DashboardScreenshot of Sales DashboardScreenshot of Start

Jedox Competitors

  • Board
  • Qlik
  • Tableau
  • Corporate Planning

Jedox Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web

Frequently Asked Questions

Board are common alternatives for Jedox.

Reviewers rate Management reporting and Financial data consolidation and Intercompany Eliminations highest, with a score of 10.

The most common users of Jedox are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(20)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Jedox has been successfully implemented across various departments such as finance, sales, and project management, making it a versatile tool for planning purposes and operational reporting. Users have found Jedox particularly beneficial in industries like automotive manufacturing, retail, FMCG, healthcare, and the public sector. It has proven invaluable for performance management, promotions management, service line reporting, patient level costing, and business intelligence reporting. The software's ability to simplify monthly management reporting and budgeting cycles has greatly aided finance teams, allowing for both ad-hoc analysis and structured data updates. Notably, Jedox has been chosen as a replacement for previous GL reporting tools and highly valued since its implementation. Customers have praised its accessibility in terms of price, implementation speed, and maintenance ease while still delivering high-quality and rich functionality. Several consulting firms specializing in financial analytic solutions have also utilized Jedox effectively for their clients' integrated planning, management dashboards, and real-time write back capabilities. Overall, the user experiences highlight the wide range of use cases for Jedox in helping businesses streamline their planning processes and drive informed decision-making.

Seamless Integration with Excel: Multiple users have praised Jedox for its seamless integration with Excel, allowing for easy import/export and use of Excel add-ins. This feature has been consistently mentioned by reviewers, highlighting the convenience and familiarity it brings to their workflow.

Rapid Time-to-Market Development Environment: Reviewers have expressed their satisfaction with Jedox's rapid time-to-market development environment, emphasizing that a fully functioning application can be developed in a matter of weeks if a good concept is ready. The flexibility and effectiveness of this excel-like development environment have been commended by multiple users.

Quick Installation and Setup Process: Several users have highlighted the quick installation and setup process of Jedox, stating that it can be installed and run on a server in less than an hour. This speedy implementation process sets Jedox apart from its competitors in terms of speed, providing a hassle-free experience for customers.

CCU Ratio Licensing Discontinued: Some users have expressed disappointment that Jedox no longer offers CCU ratio licensing, which was a preferred licensing model for some.

Lack of Integrated Debugging Capabilities: Reviewers have mentioned that Jedox lacks integrated debugging capabilities, particularly when developing specific functions with PHP macros. This can make troubleshooting and application development more challenging for users.

Complex Setup with Two-Tier Architecture: According to multiple reviewers, the setup process in Jedox can be complex and not straightforward when working with a two-tier architecture. The use of separate backend and frontend servers adds complexity, and users have suggested that this setup should be standardized and made more straightforward in the software.

Users recommend utilizing the free trial version and implementing Jedox well to optimize its value. They suggest having an expert on your databases and partnering with Jedox for quality and support. The importance of user-friendliness is emphasized, and comparing Jedox's possibilities with your own requirements is recommended. Users also advise planning thoroughly in advance and proceeding with implementation in phases. They suggest assessing requirements and getting an impartial assessment from a Jedox partner. Additionally, users highlight the speed of implementation and ease of use as great features of the tool. They recommend doing a trial installation to evaluate if Jedox fits your needs.

Attribute Ratings

Reviews

(1-1 of 1)
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Karolis Aušra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Implementing BI and EPM applications based on Jedox for other clients.
  • Integration with Excel (Import from Excel, Export to Excel, Excel Add-in etc.)
  • Rapid Time-To-Market because of flexible and effective excel-like development environment (surpassing other vendors by far) -> one can develop a fully functioning application in weeks if a good concept is ready.
  • You can install and run Jedox on your server in literally less than 1 hour (hands down, no competition!)
  • Powerful ETL (extract, transform, load data) incl. UI for developer
  • Auditing out-of-the-box (see who changed what & when)
  • Supervision Server (create own custom silent processes behind the scenes)
  • Use PHP to develop own custom functions, if required (comparable to VBA in excel)
  • Embed any custom HTML & javascript widgets
  • Write your own custom ETL routines with groovy or javascript
  • Automated routines (e.g. "Backup database daily" or "Send a PDF of this report to a group of persons" etc.)
  • No CCU ratio licencing (anymore)
  • No integrated out-of-the-box debugging capabilities when developing applications (especially when developing specific functions with php macros)
  • Complex and not straightforward setup when working with two-tier architecture (separate backend and frontend servers) -> as this setup is very common in web development, this should be standardised and made more straightforward in Jedox
  • Security is (was) not a strength of Jedox and should be improved to the current standards (XSS, HTML injections etc.) (pentested in 2018!)
  • Comparably weak scaling capabilities when an application gets big (>100 CCU) - Jedox is not suitable for big Enterprise applications / BI!
  • It's not an actual disadvantage of Jedox, but just something to be aware of - Jedox is not a solution - it's a set of tools which empower you (or a developer) to build a desired CPM solution; so do not compare Jedox with solution providers like unit4 prevero (which is already an actual solution for planning and budgeting!)
  • No integrated version control
Best suited for financial consolidation and / or as a highly customized and compact EPM / BI solution (up to 100 CCU) with individual workflows, planning and reporting functionalities, with moderate number of users (no restrictions for any industry, all industries are covered well). It also has advanced reporting & data analysis requirements and provides an integration and reporting layer of imported data from different external systems (via ETL). It can help with migrating your legacy Excel-based business models to the Web.

It is not well suited for Enterprise BI applications with expecting >500 CCU (users at the same time working with the system) - this may cause serious performance issues, as all data is kept in RAM. Jedox is also less suited for applications with heavy document management requirements (document management is not an out of the box functionality in Jedox and rather requires custom development through custom widgets etc.).
Budgeting, Planning, and Forecasting (5)
100%
10.0
Long-term financial planning
100%
10.0
Financial budgeting
100%
10.0
Forecasting
100%
10.0
Scenario modeling
100%
10.0
Management reporting
100%
10.0
Consolidation and Close (6)
95%
9.5
Financial data consolidation
100%
10.0
Journal entries and reports
70%
7.0
Multi-currency management
100%
10.0
Intercompany Eliminations
100%
10.0
Local and consolidated reporting
100%
10.0
Detailed Audit Trails
100%
10.0
Financial Reporting and Compliance (4)
100%
10.0
Financial Statement Reporting
100%
10.0
Management Reporting
100%
10.0
Excel-based Reporting
100%
10.0
Automated board and financial reporting
100%
10.0
Analytics and Reporting (6)
85%
8.5
Personalized dashboards
20%
2.0
Color-coded scorecards
100%
10.0
KPIs
90%
9.0
Cost and profitability analysis
100%
10.0
Key Performance Indicator setting
100%
10.0
Benchmarking with external data
100%
10.0
Integration (3)
93.33333333333334%
9.3
Flat file integration
100%
10.0
Excel data integration
100%
10.0
Direct links to 3rd-party data sources
80%
8.0
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting
N/A
N/A
Report Output and Scheduling
N/A
N/A
Data Discovery and Visualization
N/A
N/A
Access Control and Security
N/A
N/A
Mobile Capabilities
N/A
N/A
  • Quicker decision making
  • Quick implementation of individual business cases
  • Relatively high ROI (when compared to other technologies)
  • Empowers Planning and Business Intelligence (Reporting) in one tool
Pros: - Rapid Time-To-Market - Maximum flexibility due to cell-based approach inherited from Excel (vs. WYSIWYG and drag & drop UI (like BOARD) which is not as flexible) - It is a compact EPM / BI system, which you can get installed and run on your server in less than 1 hour (try this with TM1 or Sharepoint -> good luck!) - Great oob tools included and ready for use in your case (ETL, Auditing, Supervision Server, PHP Editor, HTML widgets etc.)
5
Application Development
5
Required skills: - OLAP understanding - ETL unterstanding - PHP skills - Groovy skills - Advanced Excel skills
  • Classics: Planning and Budgeting
  • Jedox is good for any mid-size planning and reporting solution with very individual workflows and business calculations
  • Financial consolidation
  • Developed a Tax calculation / optimization application with Jedox
  • Developed a SaaS (publically usable and accessible) application with Jedox
  • Developed a Carbon Reporting application with Jedox
  • Developed some other exotic and very individual planning cases
  • Pure ETL (extracting, transforming and loading of data from / to other systems)
  • Statistical analysis (e.g. using integrated R inside the ETL tool of Jedox)
No
  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product
Would not change it in any way.
  • Implemented in-house
No
  • We implemented Jedox for developing purposes (developing Jedox applications for other clients) with no issues. The below features require advanced know-how though
  • Enabling SSO is not straightforward and requires advanced know-how
  • Enabling third party Authentication via SAML is not straightforward and requires advanced know-how
  • Connecting Active Directory is not straightforward and requires advanced know-how
  • Splitting Frontend and Backend servers is not straightforward and requires advanced know-how
The implementation of SSO, SAML Authentication, HTTPS, Server splitting (Frontend / Backend servers) could be more standardized and made more user friendly to set up (e.g. via setup guide). Otherwise the implementation of Jedox is quick and simple when compared to other similar technologies.
  • Online training
To learn Jedox on your own is pretty easy to do, if you have an affinity to IT and have a good Excel knowledge, due to:
- It's analogy to Excel
- Pretty good online knowledge base
- Overall good and professional support

Cons:
- Jedox ecosystem (professional developer forums, libraries etc.) is relatively young / small yet
Pros:
- Highly configurable on application level due to cell-based-approach in the web-frontend (create your own CI, customized frontends, individual workflows, own variables, buttons, controls etc.)
- Some of the global parameters (cache size, dropdown paging settings, smtp settings etc., file storage path) can be set via so called keys directly in web by poweruser (no need to search for physical config files on server)
- Very flexible user rights approach, user rights can be configured on cell-level

Cons:
- Even with the possibility to adjust global parameters via keys in web, not all of the important parameters can be easily configured (like how the standard toolbar should be shown to the end-user (as not all of the functions from the toolbar may be needed by end-users and you would like to
disable them), how the context menus should be shown to the users etc.)
- Attaching Jedox to corporate Idam systems (if required) is not straightforward and may be pretty tricky to set up







- Configure all you can (IP, Port, setup path etc.) via Jedox setup wizzard, as any change of the environment parameters later (after the installation) basically means searching for the right config file and changing parameters in the config file physically
- Use Jedox knowledge base to configure specific areas (openSAML, https, sso etc.)
Yes - we have customized the interface extensively
As a reminder -> Jedox is not a ready to use solution, but rather a set of tools / toolbox for building applications (analogy to Excel). That means, that the user interface is mainly a part of the application that you will implement. So it is completely up to you how you want the user interface to look like -> if you have the required skills and are experienced in application development, you can build great individual user interfaces with Jedox.
Yes - we have added extensive custom code
It is possible to develop own functions from scratch with php (e.g. as a macro for a button inside the application) and groovy / java / javascript (inside ETL processes). You can also add any custom html widget inside your application.
As already mentioned before, we have done pretty complex configurations / customizations for Jedox in the past. For example attaching Jedox to corporate idAM system via OpenSAML (to use it as authentication source) is not an easy / straightforward task, which requires lots of configuration and adjustment of various config files (however, since it is not a default everyday task that you have to do, I don't consider this complexity as crucial in this review).
Jedox support in general is a professional and fast responding team. An easy-to-use ticketing system is in place. Bug-related questions are solved fast (responses come usually in a few hours after the question), but some questions / tickets, that are not Jedox-related bugs (for example some advanced questions about Jedox functionality), may be forwarded to Application Management team for further processing and then it may take several days or even weeks to get a response here -> there is room for improvement here.
Yes
Support fee is included in the licence (so from that perspective you do pay for the support).
Yes
In general bug-related tickets are solved fast and efficient.
While pentesting Jedox for security back in 2018, Jedox offered us great & immediate support (the pentest took some 2-3 months to complete).
See the pro's and con's in the steps before
  • ETL / data transformation is easy to understand and use
  • Building new reports / planning sheets or even an entire system is easy as the front-end works pretty exactly like Excel (cells, formulas, conditional formatting, custom functions / macros etc.)
  • Database modelling (add / edit dimensions, elements, cubes, rules etc.) is fast and easy thanks to a pretty good OLAP modeller
  • Bug handling is pretty hard in Jedox. E.g. if a database suddenly won't load - there is little chance to get it work again without the help of Jedox support (especially for non-developers).
  • There is no out-of-the-box functionality for document management (upload / download a document inside a Jedox application by end-users). If you want to have this kind of functionality in your Jedox application, you will need to kind of develop it yourself (building custom html / js widgets).
Yes, but I don't use it
Scalability is one of the disadvantages of Jedox. Applications with >100 CCU (of course this number is very rough, as it also depends on the complexity of the application) scale poorly in comparison to other EPM vendors. With Jedox it is difficult to scale big applications as there are no standardized / easy-to-implement ways to do it. As a matter of fact, even a classic two-tier architecture (separate olap and web servers) is pretty complicated to implement with Jedox (when we keep in mind, that we are in the 21st century and you would expect to set it up in a few clicks during the Jedox installation, but you actually have to go through a bunch of Jedox config files on each server and edit the IP's and other parameters by hand in several redundant places / files to set it up properly and working; here I dont even start to speak about setting-up load balancing, adding more servers etc. ).
  • SAP ERP (FI & HR)
  • Active Directory
  • Corporate idAM
  • MySQL
  • Excel
  • Flatfiles
The ETL tool of Jedox ("Integrator") is pretty good and easy to use and offers lots of (standard) connectors (you can see the list of all possible connectors online at jedox.com). Jedox Integrator also offers lots of flexible transform possibilities like writing your own processes with Groovy, Java, Javascript etc.
  • None currently, as most established sources are supported per standard connector
None currently, as most established sources are supported per standard connector
  • File import/export
  • Single Signon
  • API (e.g. SOAP or REST)
  • Javascript widgets
  • ETL tools
  • AppExchange or similar marketplace
- Easy to use
- ETL flowgraph (graphical interactable flowchart showing your etl process)
- Lots of standard transforms (table union, views, filters, field transforms, normalization, denormalization etc.)
- Advanced transforms & coding with Groovy, Java, Javascript
- Informative logs / ETL monitor

Cons:
- Data preview is limited to certain number of rows, which may be a problem in some cases
- Copy pasting rows / entries is not possible or not effective (in some cases it is more convenient to edit the .xml file of the ETL project in notepad rather than editing the ETL project in web)
- No version control for ETL projects (check-in / check-out changes) -> this is rather a global disadvantage of all Jedox components (frontend, backend, ETL)
- Some of the connectors are not free of charge -> that means for some of the connectors special / additional licence must be acquired
Make sure the connector you need is included in your licence, as some of the connectors have to be purchased separately!
Price, CCU relation
There are standard licence prices, but these are in some cases (depending on size of the organization and other factors) and to some extent negotiable.
Yes
An experienced Jedox developer can perform Jedox upgrade with minimal down time or no down time at all (for suitable environments). Please be aware, that merely installing new Jedox release on the server may not be enough for some cases, as there may be application-related changes required as well (especially if you use lots of php and other custom functions (like widgets) in your Jedox applications).
  • New interface
  • Better performance
  • Standardize SSO, HTTPS, Backend / Frontend server splitting
  • Fix refresh problem after silent macro (e.g. triggered by a hyperlink)
  • Enable oob php triggering with a hyperlink (like buttons)
  • Make custom HTML widgets more stable and somewhat standard (standard input / output interface), prepare some widget templates for use
  • Implement a standard control for file upload (like dropdown or checkbox), instead of having implement a custom widget every time for this!
No
No
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