Jedox Integrator: First Steps

Jedox Integrator has been redeveloped with a new UI and many new features. See New Jedox Integrator UI for details.

Summary

Jedox Integrator is used to extract, transform, and load data (ETL) from a variety of source systems, transforming it in a flexible way and loading it to the Jedox OLAP database or supported third-party systems. Flexible data imports can be carried out easily and fully automatically, and complex transformations and aggregations can be modeled.

Jedox Integrator can be operated within the Jedox Web interface with a Full User License.

This article shows how to create your first Integrator project and run a basic data load.

When to use this

Use Jedox Integrator if you want to:

  • Load data from databases, files, or external systems into Jedox
  • Transform and prepare data before loading
  • Automate recurring data integration processes

How Integrator works

A typical integration flow looks like this:

Diagram showing a typical Integrator workflow

Creating a new component

By right-clicking on a module you can create a new corresponding element, or you can display an overview of the elements that exist in the selected component group.

As an example, we will create a new connection, as shown in the screenshot below.

Next, select the connection type "CSV File" and give it a name. Select and click OK.

At the next screen, you can enter a description and make selections for settings:

Settings dialog screenshot

Right-clicking on a component group (variables, Connections, Extracts…) under the project name, you can see an overview of the elements:

Here you can sort the elements by name, type, and description. Furthermore, you can resize this window and all displayed columns.

Double-clicking a component, for example CustomerRegions-file, opens this component and closes the overview window:

The menu (red marked area) shows corresponding commands of the opened component.

Creating a new linked component

New components can be linked to existing components by clicking on the New linked component button in the existing component's toolbar. For example, you can create a new field transform directly from an existing extract. The new transform will automatically use the extract as a data source.

Dialog screenshot

The menu is context sensitive and will show all viable components that can be linked from the existing component.

Data preview in Extracts and Transforms

In Extracts and Transforms, it is possible to have a preview of the data before running them, to check the accuracy of the data during the Modeling.

To open the data preview, choose any Extract or Transform, then click on Data preview or Data preview with options. Data preview with options allows you to change the variable temporarily and just for this preview. It does not change the variable value permanently.

You can set the number of lines to show in the preview through Lines to preview. You can also set the Start line and the Format, which is by default NONE. Once you set the desired numbers, click on Refresh, and the Data Preview will update.

Testing a component

Each component of a Jedox Integrator project can be tested individually. To do so, select a connection in the tree on the left side and click Test.

Tracepoints

Jedox has a special function called TracePoints that allows you to view information about how a particular value has changed during the Integrator process. Once a Tracepoint has been activated, you can view the process in the Trace Monitor, which is accessible through the Data Preview dialog.

Executing a job

The final stage of the execution of a Jedox Integrator process is carried out via a Job. To see a demonstration of an Integrator process, navigate to Jobs > Standard in the sampleBiker project (refer to the screenshot below). Double-click on Cubedata, click Run and confirm the execution.

Executing job screenshot

The result appears in the Monitor tab, as shown below.

Executing job screenshot

This job shows an error, because it requires execution of the Initdata and Masterdata jobs to create the necessary dimensions.

Run with options

Run with options, available by clicking on the arrow on the Run button, allows you to change the variable temporarily and just for this execution. It does not change the variable value permanently. Run with options is available for Loads and Jobs.

Stopping the execution of a job

To stop the execution of a running job (status “Running”) click on the Stop button (which is no longer active in the screenshot above) in the Integrator's Monitor. Jedox Integrator will then try to terminate the execution of this job. After termination, the status is set to “Interrupted”.

Note: in some cases, stopping an execution may take a longer time (e.g. if a long-running request has been send to a source or target system). In this case, the status “Stopping” is displayed in the monitor. By clicking the Stop button a second time, an interrupt signal is sent to the thread of this execution. In most cases the execution will then be interrupted.

Scheduling a job

Integrator jobs can be scheduled directly in Jedox Web. Select a job on the job overview page and then click the Schedule button:

Job toolbar with Scheduler button highlighted

The Task Wizard appears. Here you can set the schedule for the job.

Task Wizard dialog

When you click Next, you will be prompted to set up notifications for groups or users.

All settings can be changed later using the Scheduler component. Click on the Scheduler icon in the navigation bar to view all scheduled tasks.

Clicking on the Scheduler button shows all scheduled tasks

Integrator sample projects

A good way to get familiar with the Jedox Integrator functionality is to look at the sample projects, available from the Jedox Marketplace. See Jedox Integrator Samples for details.

Updated June 17, 2026