Jedox custom macro build

Automate, customise and enhance your Jedox system with custom built macros

Jedox macros, written in PHP, automate complex or repetitive tasks within Jedox. They enable custom functions, advanced data manipulation (such as retrieving information from external databases via ODBC), control of report layout and formatting (including hiding rows and applying borders), the triggering of actions (for example sending emails, opening hyperlinks, or starting ETL jobs), and the creation of interactive elements. In combination, these capabilities increase efficiency, support governed automation and allow finance teams to build tailored applications on the Jedox platform.

Key uses of custom built Jedox macros

Automation

Automate workflows like data loading, report refreshing, or user-specific tasks, ensuring that routine processes run consistently in the background without manual intervention. For example, schedule nightly data imports from source systems, refresh management reports before executives log in each morning, or trigger personalised actions based on a user’s role or selections.

Custom functions

Define your own user-defined functions (UDFs) in PHP for use within Jedox spreadsheets, extending built‑in capabilities with tailored calculations, business logic, and validation rules that align with your organisation’s specific planning and reporting requirements.

Data integration

Fetch live data from external databases using ODBC queries or trigger ETL processes to pull, transform, and load data into Jedox models on demand, ensuring that reports always reflect the latest available information and reducing manual data refresh effort.

User Interface (UI) control

Dynamically hide or unhide rows and columns based on user selections or data conditions, apply consistent cell formatting (such as borders, number formats, and colour schemes), display contextual pop‑up messages or validation prompts to guide users through data entry, and trigger hyperlinks to supporting reports, documentation, or external systems directly from within the spreadsheet interface.

Application building

Create interactive web applications and dashboards by embedding custom logic and widgets that respond to user input, drive real-time calculations, and guide users through structured planning and reporting workflows directly within Jedox.

System interaction

Connect to OLAP (Online Analytical Processing) systems, manage and monitor user sessions (for example logging users in or out, switching roles, or resetting sessions), retrieve server details and performance metrics, and execute server-side operations such as scheduled jobs or maintenance routines.