Getting Started with Jedox Web

Welcome to Jedox Web, the unified platform for planning, analytics, and performance management. This Quick Start Guide is designed to help new users quickly become acquainted with the core capabilities of Jedox Web. Whether you're designing interactive reports, integrating diverse data sources, or automating tasks, this guide provides a step-by-step overview of the essential tools, features, and best practices. Everything you need to build powerful business applications — directly in your browser.

User roles and access levels

In typical Jedox usage, users are divided into two main groups: Power Users and End Users. As a new user, you will also belong to one of these categories.

  • Power Users create and maintain applications and content such as databases, Integrator projects, and reports. In the Power-User mode, the full functionality of Jedox is available, though specific components can be restricted through role permissions.

  • End Users interact with the applications created by Power Users. In the End-User mode, access is restricted to the 'Reports' component, shown through a user-friendly interface designed specifically for straightforward report viewing and interaction.

These modes are determined by the roles and rights assigned by the administrator, with each user group experiencing a different user interface (UI). User roles and permissions are configured in Administration > Roles.

Note that a user's license determines their interface mode more than their role rights. Users with "Web Viewer," "Web Planner," or "Jedox Planner (Web + Excel)" licenses will always see the end user mode, regardless of assigned roles.

To make this guide helpful for both power users and end users, section headings are color-coded: green indicates content relevant to power users, while Blue highlights sections intended for end users.

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Jedox Ribbon Overview

The Jedox Ribbon serves as the primary navigation bar in Jedox, providing users with a structured interface to access essential tools and functionalities.

Jedox Web Settings

The Settings section of the Administration component in Jedox Web enables administrators to modify various Jedox Web settings, and add / delete new settings for their Jedox environment.

Dynatables

Dynatables enable you to create and access In-Memory DB Views directly within Jedox Web, independent of Jedox Web Spreadsheets.

Jedox Spreadsheet Basics

Jedox Spreadsheet is a browser-based tool like Excel, but with added features to read, write, and report directly from the Jedox In-Memory DB.


Updated May 20, 2025