Formulas Tab in Jedox Ribbon
The Formulas tab in the Jedox ribbon offers a suite of tools for managing formulas, data validation, and calculations.
These tools are categorized for ease of use and functionality:
Basic Editing Functions
Save
Ensures that any changes made to the workbook are saved. Regularly saving your work prevents data loss.
Insert Function
Provides access to a comprehensive list of prebuilt functions. Key features include:
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Browsing functions by category.
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Viewing detailed descriptions and examples.
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Inserting functions directly into cells or the formula editor.
Formula Management Tools
Name Manager
Define, edit, and manage named ranges and constants for better formula readability. Features include:
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Viewing all defined names.
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Adding descriptions for clarity.
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Modifying or deleting existing references.
Variables
Manage dynamic placeholders in formulas for easier adaptability. Benefits:
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Simplify formula updates.
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Scale calculations across scenarios.
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Avoid hardcoding values.
Localization
Adjust formulas and data formatting to align with regional preferences. Use this feature to:
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Format dates, numbers, and currencies.
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Adapt syntax to language-specific settings.
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Collaborate effectively with global teams.
Data Integrity and Validation
Data Validation
Ensure data integrity by setting input rules and criteria for cells. Options include:
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Restricting values (e.g., numbers, dates, text lengths).
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Creating dropdown lists.
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Adding input messages and error alerts for user guidance.
Preflight Check
Identify and resolve issues in formulas and data models. This feature:
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Detects broken references or circular dependencies.
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Highlights inefficient formula designs.
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Provides optimization recommendations.
Calculation Tools
Recalculate
Trigger immediate recalculations of formulas and data connections. Use this when:
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Data sources are updated.
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External connections need refreshing.
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Manual recalculation is necessary.
Periodic Refresh
Schedule automatic updates for formulas and data connections. Advantages:
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Keep dashboards and reports current.
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Reduce manual intervention.
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Ensure live data is reflected in real-time.
Automatic Calculation
Toggle real-time formula updates. When enabled, formulas recalculate automatically as input changes. Disable for manual control via the Recalculate option.
Updated February 26, 2025