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This release delivers major new agentic and AI capabilities across workflows, data management, and model building along with extensive stability and UX improvements throughout the platform.

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New Features & Major Enhancements 🚀​

Matrix Editor Redesign​

• Spaces are highlighted on the matrix for clearer visual feedback when selected.
• When selecting a space, the relevant information (Data, Row Headers, Column Headers, Corner Headers) is shown in the matrix editor.
• Row numbers and column letters are now available in edit mode to make matrix setup easier.

Dashboard​

• When configuring a filter, a default value can be set for the it. This allows the data in the widgets to load immediately when opening a dashboard.

Workflow​

• A new AI Helper is now available on the Workflow page beside the toolbox, enabling users to build the structure of their workflows through natural language, reducing setup time.
• Users can now run or stop a workflow from view mode, without switching into edit mode.
• Azure Fabric pipeline integration is now available as a workflow data source and connection type.
• A new ERP Integration activity enables workflows to interact directly with connected ERP systems as part of an automation sequence.

MCP & Agentic Capabilities​

• Agentic ERP integrations are now supported, with incremental sync and dimension updates from NetSuite connections.
• Una now supports MCP authentication using OAuth 2.1, including multi-tenant support, enabling secure connections from external AI tools i.e. Claude.
• The MCP client configuration is available from the tenant modal making it faster to connect AI clients.

Staging Tables Enhancements​

• Users can now generate a staging table directly from an Excel file, streamlining data setup.
• Users can download an import template and import a flat file into a staging table from the UI.

Model Builder Enhancements​

• Reserved Tags are now supported in the Model Builder, automatically applying predefined tags to models so users no longer have to add them manually after a model is built.

Multiple Time Hierarchies​

• The Multi-Dimensional Engine now supports multiple time hierarchies in a single model query, enabling more advanced time-based analysis.

Relational Planning​

• Pivot tables now support data write-back, allowing users to edit and save cell values directly back to the source. Write-back applies to non-aggregated data, and users can control whether data writing is enabled or disabled depending on what is displayed.

Notifications​

• Users will now receive an in-app notification when new actions are assigned to them, so nothing falls through the cracks.
• Added ability to toggle disable/enable push notifications.

AI Widget​

• AI widgets can now refresh when data is saved to a matrix. This allows them to be used in data input canvas rather than just for reporting.

Layout Engine (Beta)​

• Users can now export a dashboard to a PDF as requested.

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Fixes & Improvements 🛠️​

Matrix​

• Fixed internal hyperlinks being broken and unable to open the file path explorer.
• Fixed copy/pasting JSON code from the Advanced editor in one matrix to another resulting in "no rows to show."
• Fixed Drill Up on a parent column not correctly collapsing nested drill-downs below it.

Hierarchy Editor​

• Fixed Cut + Paste as Child onto self deleting the member instead of moving it.
• Fixed Alternate Hierarchy Operator and Tag fields not being independently editable from the Primary Hierarchy.
• Fixed the "Name already exists" error appearing incorrectly in the Alternate Hierarchy editor.
• Default operator is now + when creating a new dimension member.

Datatable​

• Fixed Drill Up not working in the Datatable widget.

Staging Tables​

• Fixed adding columns to a staging table not updating the corresponding import definition history table.

Import Definitions​

• A client-facing warning is now shown when a slicer is set to "Everything" and when a dimension slicer is not configured in Import Definitions, reducing the risk of unintended data selection.

This release focuses on improved reliability across AI, metadata, and dashboards, along with enhancements to planning workflows and data interaction.

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New Features & Major Enhancements 🚀​

Improved AI & LLM Reliability​

• Fixed issues where LLMs were not working consistently across environments.
• Updated the default OpenAI endpoint configuration for better stability.
• Resolved cases where the AI Widget failed to load data on initial dashboard load.
• Fixed internal server errors when re-entering dashboards using the AI Widget.

Matrix, Tables & Pivot Enhancements​

• Introduced Selected Cell Context in Matrix for more contextual interactions.
• Fixed an issue where clicking a matrix cell reset column resizing.
• Resolved drillthrough failures when dataset names matched destination folder names.
• Improved Pivot table functionality and overall usability.
• Fixed duplicate delete buttons appearing in Table Widgets.
• Corrected datatable rendering issues when using @Measure.
• Improved initial query state handling for Datatable widgets.

Relational Planning (RP) Improvements​

• Added support for transfer functionality in Table/Form workflows.
• Updated Rates table structure and behavior.
• Fixed issues where @endPeriodPath was not calculated correctly.

Metadata & Import Definitions​

• Fixed duplicate segment index generation in metadata processing.
• Corrected Stage dimension mapping issues in Import Definitions.
• Fixed an issue where "Flip Credits" did not correctly reverse values.
• Improved measure lookup reliability.
• Fixed issues in generated stored procedures.

ETL Enhancements​

• Added support for adjustable ETL task timeouts, giving more control over long-running processes.

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Fixes & Improvements 🛠️​

• Standardized dashboard dropdown configurations for consistency.
• General fixes to generated client code and package dependencies.
• Addressed various environment and configuration inconsistencies.
• Performed linting, cleanup, and DevOps merges to improve code quality and maintainability.
• Additional minor bug fixes and stability improvements across the platform.

This patch improves the reliability of AI widgets when loading dashboards, ensuring data displays correctly on first load.

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New Features & Major Enhancements 🚀​

Improved AI Widget Loading​

• Enhanced how AI widgets initialize by validating required components earlier in the loading process, preventing issues where data would fail to appear.

Key Fixes 🛠️​

• Fixed an issue where AI Widgets could appear empty when a dashboard was first opened.

• Ensured the widget’s underlying frame is validated before attempting to load data, preventing incomplete initialization.

• Added safeguards to stop execution if required components are missing, improving overall stability.

This release focuses on a richer editing experience, smarter AI capabilities, and improved stability across matrices, tables, and planning workflows.

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New Features & Major Enhancements 🚀​

Enhanced Matrix & Cell Styling​

• Cells now support underline, double-underline, and italics, giving you more control over how your data is presented.
• Resolved issues where matrices would vanish or column sizing would reset unexpectedly during interaction.

Smarter AI Widget​

• The AI Widget can now self-generate datasources directly from your prompt — just describe what you need and let the system build it for you.
• Dashboard variables no longer trigger incorrect warnings in the AI Widget.
• The AI Bot now works correctly for users logged in with an API token.

File System Improvements​

• Double-click any item to view, open, or edit it instantly.
• Drag and drop from the file tree into text fields to paste file paths — no more manual copying.
• Markdown files now render with a better preview mode.

Relational Planning​

• A new API method lets you transfer RP items between contexts.
• Accumulation calculations have been optimized and now correctly run based on item measures rather than item IDs.
• Measure names are automatically trimmed to prevent mismatches.

Datatable Widget​

• A brand-new Datatable Widget is available for your dashboards, offering another way to display and interact with tabular data.

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Fixes & Improvements 🛠️​

• Tables: Adding a new row now automatically moves your selection to the newly added row. Duplicate row additions are also prevented.
• Table Widget: The search box in list dropdowns no longer appears empty.
• Form Widget: Save behavior and date handling have been improved for more reliable data entry.
• Metadata: The Appg_CopyDims operation now correctly copies the Operator field into PC tables.
• Calculations: Several formula issues have been resolved, and string measure aggregation results are now truncated properly to prevent SQL errors.
• Releases: The releases query has been optimized to avoid unnecessary repeated execution.
• Hierarchy Editor: Fixed blank context menus on certain secondary hierarchy nodes, and member name length validation now matches backend rules.
• Properties: Frontend validation now prevents the use of protected property names.
• Clipboard: The clipboard utility correctly saves plain text from Pasteable inputs.
• General code cleanup, performance improvements, and stability enhancements throughout the platform.

This patch resolves two issues affecting model management and dashboard navigation with filters.

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Fixes & Improvements 🛠️​

• Fixed an issue where adding a new Model from the model management UI would fail, preventing users from creating models through the interface.
• Fixed an issue where dashboards with URL filter parameters could not be loaded. Query parameters were not being recognised on page load, causing affected dashboards to error or display without their intended filters.
  • This also restores the Drillthrough feature, which passes filter context via URL when navigating between dashboards.

This release focuses on stability and reliability across the platform, with meaningful improvements to the Dimension Hierarchy Editor, Calculation Scripts, Workflows, and more.

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New Features & Major Enhancements 🚀​

Hierarchy Editor​

• The Hierarchy Editor has received significant UX improvements for a smoother editing experience. A brand new Secondary Hierarchy Editor is now available, making it easier to manage the members of complex dimensions.

Calculation Scripts​

• Calculation script execution is now more reliable across a wider range of scenarios, including correct handling of closing values and shared members.
• SQL generation from aggregation functions has been improved for more accurate results.

Workflows​

Workflow reliability has been improved. Contributors can now reliably access and open tasks and actions assigned to them through a workflow.

Table Widgets​

• Row management is more responsive, with improved deletion of rows and support for deleting multiple rows at once.
• Dataset creation is now limited to users with Relational Access permission.

Login & Tenant Management​

• Switching tenants now correctly redirects you to the home page.
• The Change Account flow no longer drops you back into your previous session unexpectedly.

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Fixes & Improvements 🛠️​

• Matrix column resizing and label overlap issues.
• Security group permission inheritance now behaves correctly, including for sub-folders and users belonging to multiple groups.
• Dashboard filters and dropdowns now display correctly when using key-based member display.
• Report Book export via context menu has been corrected.

This patch improves the reliability of matrix formulas when used with row and column templates, ensuring lookup functions correctly evaluate relative to each cell.

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New Features & Major Enhancements 🚀​

Matrix Formula Context Improvements​

Enhanced how matrix lookup functions resolve context when used in templated row and column spaces, ensuring each generated cell evaluates independently.

Fixes & Improvements 🛠️​

• Fixed an issue where FINDCELLINCOL used in a row space with an Extends-enabled template could return the same cell for every generated row.
• Corrected behavior so FINDCELLINCOL now finds the cell in the same column as the referencing cell, producing unique values per row.
• Fixed the same context issue affecting FINDCELLINROW when used in column space templates.

This release brings powerful new integrations, smarter AI tools, and a faster, more reliable experience across the platform.

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New Features & Major Enhancements 🚀​

Smarter AI Assistance​

• An AI assistant is now available to help you write and troubleshoot calculation scripts. Just describe what you're trying to calculate and let the AI help you get there faster.

Better Matrix & Scripting Experience​

• New formulas including error handling and date calculations give you more flexibility in your models.
• Calculations run faster thanks to performance improvements running in the background.
• A new visual editor makes building and managing calc scripts easier — no coding required.

Relational Planning​

• Plan at a more granular level with detail dimensions visible directly on your planning grid. Better validation rules ensure your data stays accurate as your team enters values.

Dashboards​

• A new Pivot Table widget lets you slice and dice your relational data flexibly, right inside your dashboards.

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Fixes & Improvements 🛠️​

• Permissions now apply correctly when a user belongs to multiple security groups.
• Dimension translations save reliably again.
• Several matrix display and calculation issues have been resolved, including incorrect totals and formatting.
• Workflow actions assigned to you are now visible and accessible as expected.
• Various table and filter errors that caused unexpected crashes have been fixed.
• Login issues causing blank dashboards on startup have been resolved.
• General stability, performance, and reliability improvements throughout the platform.

This patch focuses on improving calculation reliability, strengthening ETL stability, and refining Model Query behavior, with added improvements for shared member handling.

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New Features & Major Enhancements 🚀​

Calculation Scripts & Database Formulas​

• Expanded support for calculation scripts, enabling more flexible and powerful database-level calculations.
• Improved reliability when compiling and executing calculation scripts.

Dimension Management Improvements​

• Added an easier way to copy data from MM tables to PC tables, simplifying data management workflows and reducing manual effort.

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Fixes & Improvements 🛠️​

• Fixed an issue where calculation scripts could fail to compile due to SQL errors.
• Resolved problems with default write members not behaving as expected in Model Queries.
• Corrected member ordering issues in the Model Query engine.
• Fixed cases where parents with shared members were incorrectly marked as leaf nodes.
• Resolved errors when querying properties on shared members.
• Improved ETL stability by preventing errors when history tables are missing.

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This release delivers powerful new capabilities, enhanced AI assistance, improved dashboards, and streamlined data management, while also refining stability and user experience across Matrix, Dashboard, Model Query, ETL, and AI workflows.

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New Features & Major Enhancements 🚀​

Matrix & Data Entry Enhancements​

• Add rows directly in matrices, with more reliable copy/paste, undo, and drilldown functionality.
• Improved handling of locked cells, formulas, totals, and large datasets for smoother data entry.
• New AI helpers for Model Queries, Dimension Queries, and T-SQL editing to accelerate analysis and workflow.

Dashboards & Reporting​

• Undo/redo support for dashboard layout changes.
• Enhanced dashboard filtering, including hierarchies and advanced SQL-based scenarios.
• Faster widget refreshes and more reliable exports for reporting.

Data Modeling & ETL Enhancements​

• Enhanced support for database calculation formulas and scripts, allowing more complex calculations to run reliably across your models.
• Expanded ETL workflows, including custom mappings from staging tables.
• Added submodel support, relational calculations, and balance-sheet–based model creation.
• Introduced security profiles for dimension filters, enabling more granular access control.

User Experience & Workflow Improvements​

• Polished forms, tables, and editors for smoother navigation, consistent layouts, and better feedback.
• Enhanced focus handling, margin adjustments, and label visibility across editors.
• Improved session handling, authentication reliability, and overall system stability.

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Fixes & Improvements 🛠️​

• Resolved Matrix saving, copy-down, undo, drilldown, and totals issues.
• Fixed dashboard warnings, refresh inconsistencies, and filter behavior.
• Corrected Model Query and calculation errors, including range handling and validation issues.
• Improved table sorting, deletion, and audit trail performance.
• Enhanced overall performance, stability, and reliability for complex data workflows.