These release notes details the features and enhancements found in BI360 version 4.7. These release notes are broken down by module to include detailed information on the Reporting Suite, Planning and Data Warehouse. Additionally, at the end of each section is a list of all bug fixes and enhancements.
Reporting 4.6 Features and Enhancements
In this version of Reporting, there are no new features.
Additional Bug Fixes and Enhancements
The following reported issues have been fixed from previous BI360 versions. The table below describes the issue in short. If you need more information about one or more of these items, please contact Solver Support.
| ID | Short Description |
|
Portal: Share link error |
|
|
Budget: Check storage properties update not sticking before going to Run mode. |
|
|
Bug: First time listing of Optional fields in RD Budget tab, does not show all items. |
|
|
Italian translation |
|
|
Bug: Budget: Forward references in the instance after expansion |
|
|
Data Manager: GridData datatypes. Handle everything as strings (and nulls) |
|
|
Data Manager: Link to TreeDimension |
|
|
Designer: Entity Tree NameValueLevelItem Error |
|
|
Budget: Fetch additional reference data from a (hidden) range |
|
|
Designer: Sheet per value fails on attributes of type text |
|
|
Budget: Reference Data - problems with ALL and filter on measure |
|
|
Budget: Support absolute references in cell ($) |
|
|
DatePicker doesn't work using Safari browser on Mac |
|
|
Budget: range and ExcelItemBounds bug |
|
|
Portal: player mode modifications (direct navigation) |
|
|
Portal: minor navigation change |
|
|
Portal: support for URL params that lead directly to category |
|
|
Portal: LID and text input in cells |
|
|
Budget: GP Web Budget writeback with Force Stored limits |
|
|
Portal: Bring back Excel headers in Portal (ticket 3219). |
|
|
Portal: Storage allowed on nonexistent scenario |
|
|
Meta: Default Display Name is no longer used if Dictionary term is empty |
|
|
Admin: write to HKCU in Registry |
|
|
Installer: Make Admin Tool optional application to install |
|
|
Portal: Grey text on grey background in parameter combobox |
|
|
Portal: black screen and XML corruption, Safari on Mac OS X 10.10 |
|
|
Solved indirectly by other card: Budget: Needs a way of defining conditional storage |
|
|
Budget: detect changed cells (or marked as 'StoreAlways') |
|
|
Budget - Bug: After 'unsaved value' dialog the wrong instance get refreshed |
|
|
NAV2013 - GetDimensionSetID |
|
|
Publisher does not work with Date Parameter |
BI360 Planning
The following will detail of some of the features and enhancements found in Planning 4.7. All features described in this section are detailed in the BI360 Planning 4.7 User Guide.
Deprecated Features
- Removed the option to install Office Publisher (separate from Report Publisher) option in Planning installer.
- Removed the option to enable EntityCorr to any module, GL and GL_Detail only.
Publish to Word or PowerPoint
In version 4.7, we have removed the ability to publish to Word or PowerPoint, also known as Office Publisher.
Enable EntityCorr to Any Module
EntityCorr was previously available on all modules. It is now only available on the GL and GL_Detail Modules.
Features and Enhancements
- Prevent users from modifying data settings in Run Mode.
- No longer able to save back to General Ledger Details.
- Application scaling in high resolution environments.
- Improved error messages throughout application for easier self-troubleshooting.
Preventing users from modifying Data Settings in Run Mode
In Planning 4.7, if a user attempts to save changes to data settings with an executed report, the application will prevent changes from being saved. The Ok button will be grayed out if a user opens the data settings window while in Run Mode.
No Longer able to save back to General Ledger Details
Users will no longer be able to save back data to General Ledger Details. The General Ledger Details module is used for Line Item Details so saving directly back to that module can cause unnecessary errors due to a mismatch between the Summary and Detail. Existing budget reports that save back to General Ledger Details will have the option to retain the settings or delete it when executing the budget form.
Application scaling for High Resolution
The application scales for high resolution environments now. Previously the application had layout issues when used in high resolution environments.
Improved Error Messages throughout the Application
Planning 4.7 adds even more error handling to help our customers troubleshoot error messages on their own. Some errors we have removed from the application while others we have trapped for and display user friendly messages to help you troubleshoot without contacting support.
Additional Bug Fixes and Enhancements
|
ID |
Short Description |
|
SIM-490 |
Expand Spreading Method Box |
|
SIM-637 |
Improving error converting data type message |
|
SIM-639 |
Update Message when Deleteing Data Settings |
|
SIM-642 |
Prevent users from modifying data settings in Run Mode |
|
SIM-643 |
Store Changes 256 Data Limit Error Message Improvement |
|
SIM-644 |
Add version number to errro message |
|
SIM-645 |
LID Comment doesn't expand for really long comments |
|
SIM-649 |
Remove the ability to store to GL_Detail |
|
SIM-653 |
Assignment is missing the right edge of the panel |
|
SIM-654 |
ignore syntax not working for #N/A excel formulas |
|
SIM-658 |
Launching file from Assignment does not work |
|
SIM-659 |
Apostrophe in Folder Location Name causes Error |
|
SIM-661 |
Assignment Wizard unable to open while file is open |
|
SIM-669 |
Changing GL Detail Data Setting Message |
|
SIM-674 |
Planning Window Value field not expanding |
|
SIM-678 |
Assignment error message key not found |
|
SIM-679 |
Error adding file to assignments if file is in Read Only folder location |
|
SIM-680 |
Cannot save special characters to TransactionId |
|
SIM-689 |
LIDs cannot be entered with columns in between |
|
SIM-696 |
Optional dimension in data settings not changing when connection changes |
|
SIM-704 |
High Resolution Charting Grid Enter Data window is tiny |
|
SIM-707 |
Right justify Assignments Status column |
|
SIM-711 |
Added Order By to GenerateTransactionInsertUpdate stored procedure |
|
SIM-713 |
Even Spread adding remainder to first period instead of last |
|
SIM-714 |
Unable to add LIDs if Charting Grid is enabled |
Data Warehouse
The following will detail some of the features found in this version of Data Warehouse Manager. All features described in this section are detailed in the BI360 Data Warehouse Manager User Guide.
Features and Enhancements
- Allow for creation of codes with special characters
- Grayed out System Names
- Able to add foreign language characters to Modules
- Code refactoring to allow faster deletion of module attributes
Allow for creation of codes with Special Characters
Previously users were only able to import dimension values that had special characters instead of manually adding it. We now allow users to manually add values with specially characters in Data Warehouse Manager.
System Names are grayed out
For a better user experience, the System Names have been grayed out to remove any confusion of whether or not the column can be edited. The system name is what is being referenced by the application and cannot be changed.
Able to add foreign language characters to Modules
A user can add foreign language characters to Module label. Previously only Dimension menu can add a foreign language.
Code Refactoring to allow for faster deletions of module attributes
The application has been changed to allow for faster deletion of module attributes.
Additional Bug Fixes and Enhancements
|
ID |
Short Description |
|
SODSUI-531 |
Allow for the creation of Codes with – or _ from DW |
|
SODSUI-603 |
What's the limit for creating trees? |
|
SODSUI-609 |
Ability to sort the dimension codes in the tree view |
|
SODSUI-613 |
Set focus on user lookup when adding user |
|
SODSUI-619 |
Add text when no tree exists |
|
SODSUI-620 |
Disable the ability to add attributes to the elimination dimensions |
|
SODSUI-647 |
UX Experience while adding codes |
|
SODSUI-653 |
Importing LIDs without transactionID |
|
SODSUI-655 |
Add Warehouse to splash screen |
|
SODSUI-657 |
Gray out system names |
|
SODSUI-658 |
Creating Tree UX Improvement |
|
SODSUI-662 |
Adding error message if SQL is not enabled |
|
SODSUI-665 |
Improve DW import file error message |
|
SODSUI-666 |
T_FXDaily table does not display over two decimal places when importing data |
|
SODSUI-670 |
Cannot create Jobs with a rule that has no parameters |
|
SODSUI-673 |
Add watermark to Data Explorer screen |
|
SODSUI-675 |
Typo in Job Delete Confirmation window |
|
SODSUI-677 |
Error in exporting Transaction Data for the selected Module |
|
SODSUI-683 |
Getting rid of the first message prompt when deleting attributes |
|
SODSUI-684 |
Show Code Not Added in Tree not being retained |
|
SODSUI-685 |
InsertRateTypeRule |
|
SODSUI-687 |
Cannot export monthly rates if a cell is blank |
|
SODSUI-688 |
Improve currency no period message |
|
SODSUI-692 |
DWM Login hangs if restricted to large data |
|
SODSUI-697 |
Blanks and Nonblanks filter do not work |
|
SODSUI-698 |
Importing data with decimal type , |
|
SODSUI-700 |
Error in exporting transaction data |
|
SODSUI-705 |
Currency hits an error if the calendar year doesnt exist in period |
|
SODSUI-707 |
Module Attribute delete takes a long time |
|
SODSUI-709 |
CopyVersion set to accept Scenario code of only 35 characters |
|
SODSUI-710 |
Preview window breaking when importing LIDs |
|
SODSUI-711 |
Exported Data from Data Explorer - MAIN not always before LIDS |
|
SODSUI-714 |
Import currency monthly rates with multiple entities |
|
SODSUI-716 |
Enabling dimensions too fast in module schema |
|
SODSUI-717 |
CopyVersion rule not case sensitive |
|
SODSUI-718 |
period configuration locks prior years |
|
SODSUI-719 |
Adding prior years should pick up fiscal configuration |
|
SODSUI-723 |
Grammatical error on connection error message |
|
SODSUI-724 |
Period configuration breaks with special character |
|
SODSUI-725 |
Improve error message when dimension cannot be deleted |
|
SODSUI-727 |
IFRS Flexible not Case Sensitive |
|
SODSUI-728 |
Cannot cancel a rule once it has been started |
|
SODSUI-732 |
Prevent users from enabling Corresponding Entity for dimensions except GL and GL Detail |
|
SODSUI-735 |
Changes to the width of the Description column in Rate Type is retained |
|
SODSUI-738 |
Delete button in Daily Rates is greyed out |
|
SODSUI-741 |
Added checkbox to Roles Menu when adding users |
|
SODSUI-746 |
Tree percentage exporting as integer |
|
SODSUI-747 |
CopyVersion rule was copying to GL instead of all modules |
|
SODSUI-750 |
GL attribute is prompting the user to add to GL Detail for each attribute |
|
SODSUI-756 |
Removed the special character check in Modules |
|
SODSUI-758 |
Cannot use special language characters in period configuration |
|
SODSUI-760 |
Zeros are cutoff in import file if the cell is formula referenced |
|
SODSUI-762 |
Prevent users from creating trees based on Intercompany, Corresponding Entity or Minority parent |
|
SODSUI-763 |
Rule Explorer not showing unicode |
BI360 Portal
Features and Enhancements
The BI360 Portal has no new features.
BI360 Installer
Features and Enhancements
- Remove Office Publisher from installer
Additional Bug Fixes and Enhancements
|
ID |
Short Description |
|
BIINSTALL-159 |
Update Installer to include Excel 2016 |
|
BIINSTALL-157 |
DWM is not uninstalling previous versions |
|
BIINSTALL-156 |
Improve error message on database fail |
|
BIINSTALL-153 |
Views are being dropped after upgrade |
|
BIINSTALL-151 |
Remove Planning Office Publisher option from installer |
|
BIINSTALL-148 |
Remove ability to use Special Char. in DB Name |
|
BIINSTALL-142 |
Update Tree_Structure tables to use Int |
|
BIINSTALL-141 |
Upgrade is not case sensitive |
|
BIINSTALL-136 |
Add Tree Index to Installer |
|
BIINSTALL-134 |
Removed Language Options in Installation Package |
|
BIINSTALL-129 |
Installer auto exits after 3rd attempt on license key page |
Keywords: kb1146 kb1145 release notes 4.7