Jedox Business User course

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kapacity’s Jedox Business User course is made for you who need to use Jedox reports on a regular basis or provide input for budgets and forecasts. You will learn how to best utilize Jedox as well as apply the very special and time-saving forecasting techniques.

Quick facts about Jedox

  • Jedox is an extremely popular tool in Enterprise Performance Management.

  • Jedox is mainly used for:
    – Financial Planning & Analysis (FPA)
    – Sales Performance Management (SPM)
    – Integrated Business Planning (IBP)

  • Popularly speaking, Jedox makes it easier to collaborate on planning, budgeting, reporting and consolidation across the entire enterprise.

About Kapacity’s Jedox Business User course

In the Jedox Business User course, you will learn what Jedox can be used for and how you can best utilize the solution for planning and reporting.

You will work with so-called Views, which are dynamic reports that can be used both from Jedox’s web interface and from Excel.

You will also learn how to create and improve Views for your own analytics or how to share with the rest of the organization.

Finally, the course includes a thorough look at the very special planning techniques called splashing, which can be used for forecasting in detailed data sets.

Content of the course

The course consists of the following topics, which are combined with hands-on assignments:

  • What is Jedox?
  • How to get started
  • Using Jedox Views (reports)
  • Using Jedox from Excel
  • What are data hierarchies, dimensions and cubes?
  • Design, create and improve Views
  • Budget and forecast using Planning Assistant and splashing techniques


All our educators have a financial background and work on “real” projects on a daily basis. Our knowledge is therefore not only theoretical, but it also stems from practical experience.

This means we are better equipped to help you with your Enterprise Performance Management challenges.

Practical information

The course is made for sales managers, planners, and coordinators in both line and staff functions, who regularly work with budgeting and forecasting or provide input for this.

The course is also for new users in finance functions who will also benefit from the course at the next level called Jedox for controllers.

Date, location, price and sign up

The course is regularly held in Copenhagen and Aarhus.

The price is DKK 4,000 ex-VAT, including meals and refreshments. Maximum number of participants is 6. Please note that we offer a multiple enrollment discount and individual and company-specific courses can be arranged. The course can also be held in English.

Contact Kapacity Customer Care for more information.

If you sign up for Jedox Business User and Jedox Controller at the same time we give a 25% discount on one of the courses. The total price will then be DKK 7,000 ex. VAT.

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