Jedox Review (developer)
Updated July 07, 2020

Jedox Review (developer)

Karolis Aušra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Jedox

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
  • 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
- 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.)

Do you think Jedox delivers good value for the price?


Are you happy with Jedox's feature set?


Did Jedox live up to sales and marketing promises?


Did implementation of Jedox go as expected?


Would you buy Jedox again?


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.).

Jedox Feature Ratings

Long-term financial planning
Financial budgeting
Scenario modeling
Management reporting
Financial data consolidation
Journal entries and reports
Multi-currency management
Intercompany Eliminations
Local and consolidated reporting
Detailed Audit Trails
Financial Statement Reporting
Management Reporting
Excel-based Reporting
Automated board and financial reporting
Personalized dashboards
Color-coded scorecards
Cost and profitability analysis
Key Performance Indicator setting
Benchmarking with external data
Flat file integration
Excel data integration
Direct links to 3rd-party data sources

Using Jedox

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)

Evaluating Jedox and Competitors

  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product
Would not change it in any way.

Jedox Implementation

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.
  • 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

Jedox 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

- Jedox ecosystem (professional developer forums, libraries etc.) is relatively young / small yet

Configuring Jedox

- 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

- 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

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.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
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).

Using Jedox

See the pro's and con's in the steps before
Like to use
Relatively simple
Easy to use
Well integrated
Quick to learn
Feel confident using
  • 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).

Jedox Reliability

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. ).

Integrating Jedox

- 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

- 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
  • 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 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
Make sure the connector you need is included in your licence, as some of the connectors have to be purchased separately!

Relationship with Jedox AG

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.

Upgrading Jedox

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!


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