Excel Add-ins FAQ

Until recently Jedox had only one Excel Add-in, this was built using VSTO/COM development framework from Microsoft Office. As we have created a new cloud-based add-in for Excel, to distinguish them we refer to the existing Excel Add-in as COM Add-in.

No, we have configured the Add-in 365 to run in parallel with the COM Add-in. However, this should only be used to test and migrate your existing reports, as their simultaneous use is not supported. If you are using the COM Add-in, copy your connection details into Add-in 365, ensure that your reports are working as expected, and uninstall the COM Add-in. Removing the COM Add-in will improve the performance of the Add-in 365.

Yes, all PALO functions and Jedox Views should work as before. However, since the PALO functions contain the connection name as part of the formula arguments, you should consider the following to avoid damaging the existing PALO formulas when opening a report created with the COM Add-in:

• If you have installed both add-ins, make sure that both are connected to the same connection and that their connection names are identical.
• If you have only installed the Add-in 365, the connection name must match the connection name of the COM Add-in.

Views and PALO functions created with the COM Add-in will display a #VALUE error at cell level when you open the report for the first time.

• To see the View content and enable its capabilities, you need to click on rebuild View, as Excel recognizes the COM Add-in View as detached.
• To retrieve the PALO functions values, you must update the sheet/workbook (Ctrl+Shift+F9/F10).

In the Add-in 365 for the web and Excel for macOS, functions from the COM Add-in are considered “legacy functions”, therefore an @ symbol is automatically added by Excel at the beginning of the formula. In such cases, delete the @ symbols from the workbook and save it. Once this is done you should see the original values displayed. Tip: you can use Excel's "Replace" option to quickly remove all @s.

You need to activate the array function by clicking on a cell with the error and using the shortcut Ctrl/Cmd+Shift+Enter. This must be applied separately for each Subset on the sheet.

Some PALO functions (e.g. PALO.SUBCUBE) only support single-cell parameters. If you want to use an array, you can still do so by using Excel references (e.g. named ranges). Once the parameters are defined, use the shortcut Ctrl/Cmd+Shift+Enter to trigger the function. This is a technical limitation of the latest Microsoft Office.JS API.

No, we have prioritized only the most important capabilities of the COM Add-in. These include analysis and planning features such as Views, PALO functions, Drillthrough, Snapshots, writeback, as well as new features that are not available in the COM Add-in.

If you have a specific use case that cannot be achieved with the current functionality, you can submit an idea to Jedox Ideas. This is one of the main channels for new features. We are constantly updating our roadmap to fulfill customer requests as quickly as possible.

No, there is currently no time frame in which the COM Add-in will be deprecated. However, in alignment with Microsoft Office, we have put the COM Add-in into maintenance mode. This means that we will fix issues reported by customers but will not add any new features to the product. We encourage you to switch to Add-in 365 and enjoy all its benefits.

The add-in can be installed via the Microsoft Store. You can install it directly in Excel, or administrators can deploy it for all users in the company. See Quickstart with Add-in for Excel 365 for more details.

The add-in can always be deployed by the Office administrators.

The add-in can be used with all supported Jedox versions. See Quickstart with Add-in for Excel 365 for more details.

No, the Add-in 365 is cloud-based technology and therefore not compatible with on-prem environments.

Unsupported browsers may work, but we cannot guarantee seamless functionality and performance.

For Mozilla Firefox, ensure that the Enhanced Tracking Protection of your browser is configured accordingly.

No, all COM Add-in supported licenses enable access to the Add-in 365.

Yes, the add-in contains an optimized architecture that allows you to update Jedox data only when needed. This means that PALO functions and Views are only updated when you interact with them or use the update feature. You can decide whether to update the sheet or entire workbook.

Views in the Add-in 365 are static, as they are inserted into the spreadsheet without PALO functions. However, they preserve their familiar manipulation capabilities such as splashing (data entry), expand / collapse, zero suppression, etc. You can always detach your View to display the PALO functions.

No, double-click interactions have been deprecated by Microsoft in their latest add-ins development framework. However, you can use the new Click Area functionality to define a specific area where a one-click event is triggered. Thus, allowing you to differentiate between interactions and cell selection. Note that double-clicking will trigger the action twice and may affect performance depending on the data set that you are interacting with.

One of the advantages of installing the add-in from the Microsoft AppSource is that you always have access to the latest version automatically, seamlessly, and in just a few seconds.

No, the add-in uses a redesigned interface based on the Excel UI Framework. This allows users to access Jedox functions with the familiar Excel interface.

Yes, by deactivating the automatic initialization, you can prevent this message from being displayed to your colleagues.

We do not recommend such actions and instead advise you to duplicate the sheet from the Excel sheet selector.

Working with the Add-in 365 and the Excel's coauthoring feature might work, but we do not support it. This is a limitation of the custom functions in Excel.