What it does
Jedox provides financial planning, forecasting, reporting and consolidation. It connects financial and operational indicators through models, dashboards and Excel-oriented interfaces.
Jedox brings financial plans and operational measures into shared models. Finance teams can work through a browser or Excel, while other users contribute budgets or inspect reports according to their role. This suits planning where sales, staffing or other business assumptions need to connect to the accounts.
Work with a model from Excel
The Excel 365 add-in requires access to Jedox Cloud and Microsoft 365. In the Jedox Add-in ribbon, choose Connections, then Connect, enter the company’s cloud address and sign in with credentials or the configured single sign-on method.
Insert a stored View or create one by selecting the database, model and dimensions. Edit View rearranges rows and columns; Apply confirms the selection. Right-click a total and choose Jedox, then Drillthrough, to open its underlying details in a new sheet. Drill History shows cell changes when auditing is enabled. The View’s refresh date helps establish how current its displayed values are.
Packages and roles
| Package | Main scope |
|---|---|
| Business | Basic models, with additional roles, connectors and other options available |
| Professional | Business features plus a test system, additional security, onboarding and assisted planning |
| Professional Plus | Capacity for larger models and more simultaneous users |
Cloud subscriptions use a monthly named-user rate billed annually, with a custom quote based on roles, modules and deployment. Full Users manage models and integrations; Planners enter and approve budgets; Viewers inspect shared reports.
The Excel 365 add-in works on Windows, macOS and in a browser, but requires Jedox Cloud and does not support an on-premises Jedox installation. Views do not refresh on every Excel calculation. Some advanced list and subset editing also stays outside this add-in.
Strengths
- Excel views can expose the detailed records behind a total
- Cell history is available when auditing is enabled
- Separate planning and viewing roles fit different department responsibilities
Watch out for
- The Excel 365 add-in requires Jedox Cloud and Microsoft 365 access
- Views do not automatically refresh with every Excel recalculation
Best for
- Finance teams modeling operational assumptions alongside budgets
Sources
- Jedox connected planning and models (Oct 27, 2026)
- Jedox subscription packages and user roles (Oct 27, 2026)
- Quickstart with Jedox Add-in for Excel 365 (Oct 27, 2026)
- Jedox Excel views and cell controls (Oct 27, 2026)