The Jedox Custom Visual for Power BI is a custom visual designed to bring Jedox analysis and planning capabilities directly into the Power BI environment.
The visual interacts with Jedox Dynatables inside Power BI, enabling users to view, edit, and submit data directly to the Jedox Database. This eliminates the need to switch between Power BI and the Jedox Web interface for planning tasks.
We created this visual to:
- Improve the planning workflow for Power BI users
- Enable real-time data updates (writeback) into Jedox from within Power BI
- Make it easier to combine reporting and planning in one place
Technical requirements
The visual uses Microsoft’s Authentication API to enable Single Sign-On (SSO) and ensure secure access to Jedox data from within Power BI. Before installing the visual, the following steps must be completed.
1. Microsoft Entra ID, ISV consent
The Jedox Custom Visual uses Microsoft Entra ID for authentication. To enable SSO, a Microsoft Entra ID administrator must grant ISV consent to the Jedox application. This consent process occurs outside of Power BI and must be completed before users can authenticate. Learn more about ISV consent and Entra ID authentication.
The Application (client) ID of Jedox Azure App Registration:
ccfef73c-7891-4b50-b324-53478cc80cb7
This ID is required for tenant-wide consent in Microsoft enterprise apps.
2. Power BI configuration
To use the Jedox Custom Visual for Power BI, you must have an active Power BI Custom Visual license. Contact your CSM or Jedox Sales rep for details.
The Power BI administrator must enable the Authentication API for organizational visuals. This step allows the custom visual to securely request and use Entra ID tokens for SSO. Learn more about enabling the Authentication API.
3. User replication in Jedox Cloud
The Power BI user attempting to use the visual must already exist in the Jedox Cloud instance, so that the visual can map the authenticated Power BI user to a valid Jedox account. For example, if a user logs in to Power BI as name.lastname@company.com, this same email must already be an active user in the Jedox environment.
Once the steps above are completed, SSO will be automatically enabled for Jedox Visual.