Quickstart with Add-in for Excel 365

The Jedox Add-in for Excel 365 provides you and the rest of your company's planners access to the Jedox Enterprise Performance Management platform from your familiar Excel 365 desktop and browser application (Windows, macOS, or browser).

The Add-in for Excel 365 allows you to read and analyze data from your Jedox instance and store values and comments to the Jedox In-Memory Database while using Excel 365 desktop or browser, without requiring local installation, simplifying deployment and access to the latest features.

The Add-in for Excel 365 is compatible with all supported Jedox Cloud versions and is not available for Jedox on-premises installations.

Supported platforms:

  • Excel 2019 or later on Mac
  • Excel on Mac (Microsoft 365)
  • Excel on Windows (Microsoft 365)
  • Excel on the web

Installing Jedox Add-in for Excel 365

To install the Add-in for Excel 365, either a demo of Office 365 or a subscription is required.

Once both Jedox Cloud and Microsoft Office 365 are available on your machine, there are three ways to get the Add-in for Excel 365:

  1. From the Microsoft AppSource.

Once you get the add-in, click on the Continue button on the pop-up window, and then click on the Open in Excel button.

  1. Via the Get Add-ins option, located within the Insert tab in Excel.

  1. Via Centralized Deployment, if access to the store has been disabled by your organization. With this option, administrators can deploy the Add-in to specific users, groups, or even the entire organization in less than 24 hours. The Add-in will be available on any Excel platform you log in to (desktop, macOS, and browser).

After successfully installing the Jedox Add-in for Excel 365, the Jedox tab will be displayed within the Excel Ribbon

Getting started

Click on Connections to open the task pane, and on "Get started" to "Add connection".

For the Address, enter the URL of your Jedox cloud instance, e.g. https://<cloud-id>.cloud.jedox.com. To simplify the connection setup, the prefix https:// is added by default.

You can either connect with Username and Password, or via the SAML SSO option.

To log in with SAML SSO, the following is required:

  1. Enable SAML on your Jedox Cloud.

  2. Include the Add-in authorization endpoint URL (https://xladdin-prod.cloud.jedox.com/api/auth) to the redirect URLs in your tenant settings

If you are unable to connect to SAML SSO, contact your Jedox administrator to verify whether the above requirements are met.

Once the connection is established, you are ready to start using the Add-in for Excel 365.

Notes:

  • The Jedox Add-in for Excel 365 is not available on Excel Mobile App.
  • Add-in 365 updates will be automatically deployed by Excel to all users whenever a newer version is released.

Learn more about the Add-in for Excel 365 in the following articles:

Updated February 21, 2024