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:

  • Browsing functions by category.

  • Viewing detailed descriptions and examples.

  • 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:

  • Viewing all defined names.

  • Adding descriptions for clarity.

  • Modifying or deleting existing references.

Variables

Manage dynamic placeholders in formulas for easier adaptability. Benefits:

  • Simplify formula updates.

  • Scale calculations across scenarios.

  • Avoid hardcoding values.

Localization

Adjust formulas and data formatting to align with regional preferences. Use this feature to:

  • Format dates, numbers, and currencies.

  • Adapt syntax to language-specific settings.

  • Collaborate effectively with global teams.

Data Integrity and Validation

Data Validation

Ensure data integrity by setting input rules and criteria for cells. Options include:

  • Restricting values (e.g., numbers, dates, text lengths).

  • Creating dropdown lists.

  • Adding input messages and error alerts for user guidance.

Preflight Check

Identify and resolve issues in formulas and data models. This feature:

  • Detects broken references or circular dependencies.

  • Highlights inefficient formula designs.

  • Provides optimization recommendations.

Calculation Tools

Recalculate

Trigger immediate recalculations of formulas and data connections. Use this when:

  • Data sources are updated.

  • External connections need refreshing.

  • Manual recalculation is necessary.

Periodic Refresh

Schedule automatic updates for formulas and data connections. Advantages:

  • Keep dashboards and reports current.

  • Reduce manual intervention.

  • 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 April 14, 2025