Jedox platform release 2022.2 speeds planning orchestration and communication

The Jedox enterprise performance management (EPM) platform 2022.2 release supports your ability to set FP&A processes in motion and provide clear, well-presented results to share with the whole enterprise. By making it easier to configure security, and by making Views more dynamic, you can ensure the right data is in the right hands, at the right time.

You can now chain a series of Actions together without the need to write code. This further simplifies the configuration of business logic, including tasks such as sharing relevant Views and visualizations with key business stakeholders. In addition, a number of usability enhancements make it easier to design, test and deploy planning solutions at scale.

How the Jedox EPM platform 2022.2 release makes it easier to orchestrate and communicate enterprise-wide workstreams

Builders of Jedox models and reports can now tell up-to-date and visually stunning stories about their business through the following enhancements:

• Create interactive dashboards through Canvas that incorporate Views and charts so that you can create dynamic views that react to variable changes.
• Orchestrating a sequence of Actions anywhere within Jedox where Actions can be set. Actions can be sequenced in the model developer’s preferred order. This means you can define the way hyperlinks, form elements, and workbooks are updated.
• Developing new business applications using the Jedox OData Hub Power Apps Connector. This provides endless integration possibilities with the Microsoft Power Apps ecosystem.
• Streamlining your planners’ experience with usability improvements to:
  • Assign all-important security roles to individuals and groups through multi-select and search capabilities.  
  • Automatically recalculate view reports when changes occur to filtered data, including changes to subsets of data.  
  • Speed results and simplify complex business rule logic with new IFS” function which avoids models with nested if/else statements.  
  • Upload or download multiple files at once with new multi-file capabilities in Actions. 
  • Search, filter and view the newest logs through the Log Viewer within the Cloud Console. This enables you to understand the usage patterns of the system, monitor the system’s performance, and debug issues with reports or calculations. 

Setting Actions in Jedox Platform

Example of 2022.2 in action: deploying a remote data collection process for new sales planners

Imagine as part of your integrated business planning process you are collecting demand data from a new group of sales planners around the world.

With enhancements in 2022.2 and the Power Apps connector, you can assign “write access” roles to all the new contributors through a simple search and multi-select operation as opposed to configuring their permissions one by one. Then you set up a sequence of steps that start after the baseline model data has been saved by the headquarters’ team. First, email requests are sent to the new contributors to input their information. And, after this email is sent, to keep them oriented within Jedox, a label on the workbook is automatically changed from “not started” to “data collection in progress”. Finally, an Extract, Transform, Load (ETL)operation is performed to bring in the latest monthly snapshot of governmental labor data to assist planners with their inputs.

Once the data collection process is complete, dynamic dashboards including up-to-date Views are available for demand planning leadership to review, gain insights and make confident decisions. Additionally, others within the sales leadership team can download a copy of the dashboard plus several informative data tables and commission reports.

The 2022.2 release of the Jedox platform continues our commitment to delivering incremental value with every release of our enterprise performance management platform. If you want to see how Jedox can help you realize your vision for financial and digital transformation, please request a demo today.

Explore the release through the What’s New Model available in the Jedox marketplace.