Ribbon Features

The Jedox Add-in for Excel 365 ribbon provides access to all major features for working with database Views and PALO functions. The ribbon is organized into functional sections that group related commands together.

Home
Provides quick access to the recently used and pinned items, and if enabled, to the Discover section, where you can access the available Keyboard Shortcuts, Knowledge Base, Trainings, Jedox EPM Blog, Jedox Support Portal, and What's new.

Stored Views
This section provides access to your stored Views.

New View
Allows you to create new Jedox database Views on a worksheet by selecting the database and cube first, and then choosing the dimensions and elements you want to display.

Data Function
Use this command to insert a PALO function for displaying a cube cell value in a spreadsheet cell or for writing a spreadsheet cell value back to a cube cell.

Insert Element
Allows you to insert an element with its name or alias from the In-Memory DB directly into Excel 365.

Dynamic Array
Allows you to dynamically insert data into the Excel spreadsheet to spill multiple values into adjacent cells.

Dynamic Subset
Allows you to dynamically insert stored Subsets into the Excel spreadsheet.

Drillthrough
Allows you to drill through on aggregated data for detailed analysis.

Update
Choose whether to update the static View and all PALO functions for the active spreadsheet or for the entire workbook.

Snapshot
Create and share static, read-only reports of the selected sheet or workbook with stakeholders who do not have access to the Jedox In-Memory DB. The OLAP snapshot feature converts the PALO functions by their current values while retaining the functionality of all other Excel functions.

Viewing Mode
Allows for data analysis while preventing the risk of accidental data manipulation by disabling writeback to the server. This mode is used as the default setting.

Data-Entry Mode
Enables writeback to the server.

Offline Mode
Allows the cells cached value to be displayed for the below-listed PALO functions and Jedox Views, eliminating the need for a network connection. This mode applies to the entire workbook and is only available for the Excel desktop app.

The following PALO functions are currently supported in offline mode:

PALO.ENAME, PALO.SETDATA_BULK, PALO.DATAV, PALO.EL, PALO.DFILTER, PALO.TFILTER, PALO.DATA, PALO.DATAC, PALO.DATAATC, PALO.DATAAC, PALO.DARRAY, PALO.ESELECT, PALO.CUBE, PALO.VIEW.TITLE, PALO.VIEW.SUBTITLE, PALO.VIEW.DIMNAME, PALO.LASTSHEETUPDATE

Functions not listed above will result in a #VALUE! error instead of displaying cached results.

Notes:

• New functions inserted in offline mode will display the error message #N/A.
• Enabling offline mode will disable all ribbon features, writeback, keyboard shortcuts, and the context menu.
• When you close the workbook in offline mode and reopen it, the Add-in will remain in offline mode.
• If the session in offline mode expires, the Add-in will automatically reconnect as soon as you disable offline mode.
• All values in the workbook that are retrieved from the database via PALO formulas are automatically updated from the database when offline mode is deactivated.

Connections
Select whether to connect to or disconnect from an existing connection or open the Connection Manager where you can add, edit, or delete a connection to Jedox Web. If you have set up multiple connections to different servers, only one connection can be active. Consequently, setting one connection as active will automatically disconnect all other connections.

Settings

Opens the general settings for the Jedox Add-in for Excel 365:

• Language: the current version offers English, German, and French.
• Customize the number of recent / pinned items to show, i.e., the number of Views you want to display within the Recent and Pinned section (from 10 to 40 items). If there are multiple connections, the recently used Views of the active connection will be hidden or deleted as soon as you disconnect or delete this connection. Thus, the View displayed on the spreadsheet can no longer be edited, and any attempt will trigger the "Connection not found" error message.
• Show Discover section: this checkbox allows you to show / hide the Discover section.
• Enable attribute cubes: when enabled, you can directly access and retrieve attribute cube data for Views and data functions.
• Automatic initialization: enable or disable the automatic Add-in initialization.
• OLAP number format: enable or disable the application of the number format from the Modeler to the PALO.DATA functions of the custom report within the workbook. For Views, use the Number Format button from the Jedox View contextual tab.
• Click area: when enabled, only the selected cell size (between 10% and 50% from left to right) will remain interactive, minimizing errors and enhancing usability. The affected area of each cell can be highlighted with a symbol (↓ / → / + / - /»).
• Ignore the order of arguments: enabling the option ensures that the PALO functions remain valid when the cube layout is changed by including PALO.EL in the function arguments.

  Note that using PALO.EL, especially with large reports, can significantly affect the performance of your workbooks. Therefore, we recommend deactivating this option if the layout of your cube rarely changes.

  
  
• Add-in Log: you can download log files of different categories or reset them.
• Log categories: Trace, Debug, Info, Warning, Error, and Critical. Click here for more details on the logs categories.
• Version information: at the bottom, you can find the Excel 365 Add-in version and the OLAP server version of the currently connected server.

Related videos & topics

• OLAP snapshot
• Drillthrough for Views

• Learn how to create Views and Custom Reports with the Add-in for Excel 365.

• See Jedox View Tab and Task Pane & Cell Options for more information.