The Insert tab in Jedox provides powerful tools for adding charts, interactive elements, and advanced functionalities to spreadsheets. These features enhance data visualization, interactivity, and automation, helping users build dynamic and well-structured reports.
Below is an overview of the available features in this tab:
Basic Functions
Save
- Saves all recent changes made to the workbook.
- Ensures that modifications to inserted elements, such as charts and widgets, are preserved.
Data Visualization Tools
Chart
- Inserts a visual representation of data in various formats, including (but not limited to) bar charts, line charts, and pie charts.
- Helps users analyze trends and compare data efficiently.
SUCCESS Chart
- A specialized chart type optimized for performance reporting.
- Designed for clear KPI visualization in Jedox dashboards.
Micro Chart
- A compact, in-cell visualization for trends or performance indicators.
- Useful for showing miniature trend lines, sparklines, or bar charts within individual cells.
Image
- Allows users to insert images into the spreadsheet.
- Supports both static images and dynamically linked content.
Hyperlink
- Adds links to external websites, internal reports, or other spreadsheet locations.
- Enhances navigation and interconnectivity within reports.
Interactive Form Controls
Combobox
- Inserts a drop-down selection menu, allowing users to choose from predefined values.
- Useful for filtering and interactive dashboards.
List
- Similar to the combobox, but displays multiple selection options at once.
Checkbox
- Inserts a checkbox that users can toggle on or off.
- Can be linked to formulas or scripts for automation.
Button
- Adds an interactive button that can trigger actions, macros, or scripts.
- Often used for automating processes like data refreshes or navigation.
DatePicker
- Inserts a date selection tool for easier date input.
- Prevents manual entry errors and ensures a standardized date format.
Label
- Adds text labels to enhance the readability of reports.
- Useful for naming sections, input fields, or form elements.
Dynamic Data Elements
Vertical DynaRange
- Creates a dynamic, automatically expanding list based on source data.
- The list adjusts as data grows or shrinks.
Horizontal DynaRange
- Similar to the Vertical DynaRange, but expands horizontally across columns instead of rows.
Advanced Development Features
Macro Editor
- Opens the macro development environment, allowing users to create and manage scripts.
- Useful for automating repetitive tasks and building custom functionalities.
Custom Widget
- Enables the insertion of custom-developed widgets.
- Extends spreadsheet functionality with additional interactive or graphical elements.
Frame
- Inserts an embedded frame within the spreadsheet.
- Can display external web content or interactive reports inside a designated area.
Paste ODBC Query
- Allows users to insert an ODBC (Open Database Connectivity) query directly into the spreadsheet.
- Fetches live data from external databases and integrates it into reports.
Utility & Preview Options
Designer Preview
- Provides a real-time preview of the spreadsheet layout, helping users review inserted elements before finalizing.
Open User Mode
- Switches to user mode, displaying the spreadsheet as an end user would see it.
- Helps verify the interactive experience after inserting dynamic elements.
Updated April 16, 2025