Jedox Suite

Established in 2002, Jedox has grown into a team of about 150 employees. The vendor serves 2,300 clients in 140 countries worldwide through its headquarters in Freiburg, Germany, its seven international offices, and a network of 220 partners. Besides implementers, the vendor has extended its technology partner network to include Qlik, Microsoft (Azure, Power BI) and Salesforce.

The company’s flagship product is Jedox Suite, a flexible BI and CPM product with planning, reporting and analysis capabilities. The solution, which offers both an Excel client and web interface as front ends, was first launched in 2004. The Excel add-in is a classic spreadsheet interface combining well-known Excel functions with additional Jedox features. The web client has a browser-based spreadsheet interface – a type of Excel on the web – with additional functions. The underlying philosophy of Jedox Suite is to extend the familiar Excel environment with specific BI functionality. The software can be run on-premises, in the cloud and also in hybrid scenarios (development on-premises and production in the cloud for instance).

The product is aimed at business power users who create individual planning, reporting and analysis applications. With the company’s own in-memory database, users have the advantage of a flexible multidimensional experience while staying in their familiar spreadsheet environment. However, tasks such as integrating data into Jedox OLAP Server using the vendor’s web-based Jedox Integrator product may require IT support. Trained business users can later take on responsibility for the administration and further development of Jedox applications.

These applications can be published to large groups of users through Jedox Web and Jedox Mobile. Both centralized top-down and decentralized bottom-up planning scenarios can be implemented with Jedox. Jedox now provides more than 50 predefined planning models created itself or by partners (e.g., for balance sheet, P&L, cost center, sales planning, HR planning and financial consolidation) via its own marketplace, which is integrated in Jedox Suite.

Jedox offers good ad hoc reporting and OLAP analysis functionality for business users. Reporting generally takes place in Excel using Excel’s own functionality, or in Jedox Web, which offers additional capabilities for dynamic reporting and report distribution. Users can create reports, analyses and dashboards on the web from a spreadsheet interface closely resembling the functionality, look and feel of Excel. Both clients offer standard Excel charts for visualizing information as well as SUCCESS charts, which are compliant with the International Business Communication Standards (HICHERT®IBCS) for reporting.

The vendor has strengthened its cloud offering in recent releases and has now introduced its first automated AI features (AIssisted™ Planning) to support planners in tasks such as forecasting.

User & Use Cases

Besides planning, customers mainly use Jedox today for ad hoc query and reporting (84 percent), standard/enterprise reporting (82 percent), basic data analysis (73 percent) and dashboards/scorecards (57 percent). 47 percent of respondents plan to use it for advanced analysis in the future. Jedox targets mid-sized companies and large corporations across all industries. 61 percent of our sample of Jedox customers come from mid-sized companies (100-2,500 employees) with a median of 30 users (including 10 using planning functionality), but the mean of 60 users (36 for planning) indicates there are also several larger implementations. 60 percent of Jedox users are planning users – just below the survey average of 63 percent – reflecting the fact that Jedox is essentially an integrated tool with strong planning as well as BI functionality.

Current vs. planned use (besides planning)


Percentage of employees using Jedox Suite


Planning users (as a percentage of all users)


Total number of users per company


Planning users per company


Company size (number of employees)


Summary of Jedox Suite highlights

With 15 top ranks and 31 leading ranks across three different peer groups, Jedox again achieves a great set of results in this year’s Planning Survey. Convincing ratings in numerous important KPIs help to consolidate its position as a market leading planning and CPM vendor. Companies can benefit from using Jedox software in terms of improved employee satisfaction,
improved integration of planning with reporting/analysis and reduced resource requirements for planning. An impressive 96 percent of respondents are ‘somewhat satisfied’ or ‘very
satisfied’ with Jedox software, a major reason behind its high recommendation rate of 94 percent. Jedox offers a comprehensive and flexible BI and CPM product with planning, reporting and analysis capabilities and customers are largely satisfied with it.

Business value – Top-ranked

Peer Group: BI-focused Products

Data integration – Top-ranked

Peer Group: BI-focused Products

Forecasting – Top-ranked

Peer Group: BI-focused Products

Functionality – Top-ranked

Peer Group: BI-focused Products

Self-service – Top-ranked

Peer Group: BI-focused Products

Want to see the whole picture?

BARC’s Vendor Performance Summary contains an overview of The Planning Survey results based on feedback from Jedox Suite users, accompanied by expert analyst commentary.

Contact us to purchase the Vendor Performance Summary

Planning Survey 19 Awards

Jedox Suite

Peer Groups BI-focused products, European vendors, Solution-focused planning products
Number of responses111
ProductJedox Suite
Offices8 offices worldwide in Germany (HQ), France, United States, Australia and Singapore
Revenues (2018)Not available

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Product Video

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Quotes from the Planning Survey 19

Basic forecasting in Jedox can be implemented using the product’s data allocation features, ETL scripts in Jedox Integrator, multidimensional rules or formulas in either the Excel add-in or Jedox Web. Moreover, the vendor has now introduced its first automated AI features (called AIssisted™ Planning) to support planners in tasks such as more advanced algorithmic forecasting. AIssisted™ forecasts in Jedox use advanced analytics techniques for time series analyses and provides the best forecast as a basis. In addition, upper and lower bounds as well as the accuracy of the forecasts are displayed using various optimized algorithms such as ARIMA, exponential smoothing, Holt Winters, Random Walk and others. Customers are largely satisfied with Jedox’s forecasting functionality and the vendor ranks top for ‘Forecasting’ in the ‘BIfocused Products’ peer group.
The Planning Survey 19
Because many customers consider Jedox to be easy to use and suitable for self-service use in business departments, self-service planning appears to be a frequent use case for the flexible development environment. Since users in finance and controlling – Jedox’s main target group – are often familiar with Excel, the initial barrier to working with the product is extremely low. Furthermore, with Jedox’s cloud offering and Cloud Onboarding support, the implementation of self-service planning in business departments is even easier, requiring minimal IT resources to work with the product. With its Excel-based and multidimensional approach, Jedox is designed for self-service planning in business departments and consequently ranks top in two of its peer groups for the ‘Self-service’ KPI.
The Planning Survey 19
‘User experience’ is an aggregated KPI which combines the ‘Performance satisfaction‘, ‘Ease of use’, ‘Flexibility’ and ‘Self-service’ KPIs. Strong results, particularly in the ‘Ease of use’, ‘Flexibility’ and ‘Selfservice’ KPIs, place Jedox as the runaway number one product in two of its peer groups. The results in this year’s Planning Survey prove that Jedox is a flexible but easy to use planning and CPM product, which can be rolled out in a self-service approach in business departments. The product typically requires a minimum of IT resources to work with it. Particularly ‘Ease of use for developers’ (25 percent) – with developers meaning business power users in Jedox’s case – is an above-average reason why companies choose to buy Jedox. Problems encountered by Jedox users are fairly rare. Indeed, 50 percent of respondents say they have no significant problems at all when using it.
The Planning Survey 19
Companies can benefit from using Jedox as their planning product. A high proportion of customers confirm that the product creates real business value for their organizations and they are satisfied with both the vendor and its planning product. Business benefits such as improved employee satisfaction, improved integration of planning with reporting/analysis and reduced resource requirements for planning are achieved by an above-average proportion of Jedox users compared to other planning products. The level of implementation satisfaction and the frequency of projects completed on time and on budget with Jedox are high. Project goals defined at the outset are often reached. Consequently, the product comes highly recommended by its customers and ranks best for ‘Business value’ in the ‘BI-focused Products’ peer group.
The Planning Survey 19
The aggregated ‘Functionality’ KPI shows that Jedox is a comprehensive planning and CPM tool and customers are largely satisfied with it. Its capabilities for data integration, reporting/analysis, planning and forecasting convince customers and contribute to Jedox’s top rank in the ‘BI-focused Products’ peer group for ‘Functionality’. Jedox Suite is a feature-rich platform. With the company’s own in-memory database, users have the advantage of a flexible multidimensional experience to address various planning topics while staying in their familiar spreadsheet environment. Both centralized top-down and decentralized bottom-up planning scenarios can be implemented with Jedox. Moreover, good ad hoc reporting and OLAP analysis functionality is provided for business users. Overall, Jedox Suite offers a comprehensive, flexible package to satisfy individual planning, CPM and BI requirements in all types of companies.
The Planning Survey 19