Add-in for Word 365 (preview feature)

With the Jedox Add-in for Word 365, you can access, display, and update Jedox Views in tabular form directly in Microsoft Word. It uses the same language that is set for the add-in in Excel. Note that the add-in is only available for the desktop app on the latest Windows 11 and macOS versions and requires either a demo or a subscription for Microsoft 365.

Installing Jedox Add-in for Word 365

As it is a preview feature, the add-in will not be generally available from the Microsoft AppSource. To obtain it, contact Jedox Support or send an email to addin.feedback@jedox.com.

Once you have received the code, navigate to Home > Add-ins in Word and insert it in the Search bar.

Note that users must have the appropriate permissions to use the Jedox GmbH app, otherwise the error message "Need admin approval" may occur. Administrators can find the option to grant admin consent for the Jedox Add-in for Word 365 under Enterprise applications > Security > Consent and permissions > User consent settings. We recommend to grant tenant-wide admin consent to Jedox GmbH. For more information on configuring the individual user consent settings, see Configure how end-users consent to applications.

After successfully installing it, the "Jedox Add-in" tab will be displayed within the Word ribbon.

Getting started

Navigate to Connections > Connect to open the login dialog. To add, edit, or delete a connection, navigate to the Connection Manager, same as with the Add-in for Excel 365.

Insert a stored View

Once connected to your cloud instance, you can insert an existing View from the stored View option. Note that the Views must have been previously saved as type Word from the Add-in for Excel 365 in, in order for them to be available.

Considering the tabular display options in Microsoft Word and depending on properties such as zoom, screen size, and scaling, we recommend creating Views with fewer rows and, in some cases, columns to avoid distortion.

If you click the Update button, you can immediately apply any saved modifications of the View that were carried out in Excel or Jedox Web.

Updated December 19, 2024