✨ UnaXL Software Release​

This release lets you publish UnaXL reports to Una and open them from the Una file explorer with parameters pre-filled, adds Line Item Details, subtotals and block formatting, saves only changed rows, and renames Get Data and Send Data to Refresh Data and Save Data. It also fixes many issues with filters, protected sheets, sign-in, and refreshing data.

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New Features & Enhancements 🚀​

Publishing & Opening Reports​

• Publish and Publish As — You can now publish your current workbook directly from the UnaXL add-in to the Una file system, without downloading and uploading Excel files by hand. Publish updates the existing Una report, and Publish As lets you save it to another Una folder as a new report.
• Open Published Reports from the Una File Explorer — UnaXL reports published to Una can now be opened straight from the Una file explorer. The workbook downloads, and once it's open in Excel, the add-in recognizes the report and loads its configuration automatically.
• Reports Open with Parameters Already Filled In — A published or linked UnaXL report can now open with known parameter values already selected, so you don't have to pick them again. If only some values are supplied, UnaXL keeps them and asks only for the missing ones.
• Prompt to Refresh When You Open a Report — When you open an existing UnaXL file, you're now asked whether you want to refresh its data.

Button Names​

• "Send Data" Is Now "Save Data" and "Get Data" Is Now "Refresh Data" — The two buttons have clearer names. What they do hasn't changed.

Faster Saving​

• Track Modified Rows with an Action Column — A new Action Column setting lets UnaXL keep track of which rows in your worksheets have changed. When it's turned on, UnaXL adds the column to your existing worksheets, and to any new worksheet you add.
• Save Data Now Sends Only Changed Rows — With Track Modified Rows turned on, Save Data sends only the rows you actually changed instead of the entire grid, so large grids save faster. Without it, Save Data works as before.
• Save Data Now Works on Grids with Inserted Block Format Rows — Allow Save stays available on grids that use block format Insert Before or Insert After rules. The rows and columns those rules insert are skipped when saving. If rows or columns were added or removed by hand since the last refresh, nothing is saved and you're asked to refresh the grid first, so values never land on the wrong members.

Subtotals, Block Formatting & Line Items​

• Block Formatting and Subtotals — You can now set up subtotals as rules for each row or column direction: choose the dimensions that start a new subtotal, an optional block format, and Excel grouping. Subtotal lines are written as standard Excel SUBTOTAL formulas and are refreshed cleanly each time.
• Line Item Details — On a grid cell with Check LID turned on, click Line Item Details to view and edit the individual line items behind that cell. Confirm updates the cell in Excel, the line items are saved to Una when you click Save Data, and clicking Refresh Data before that discards unsaved changes.

Variables​

• Use Excel Named Ranges as Form Variables — A new Form Variables list in the Mapping tab lets you pick Excel named ranges and use them in your grid queries, for example {Variable.Region.Key}. The values are read fresh on every Refresh Data and Save Data, so changing a cell updates your results without editing the query. This makes it easy to build input-driven, form-style reports.

Grids​

• More Control Over Grid Resizing — Grid resizing now has separate Insert Rows, Delete Rows, Insert Columns, and Delete Columns settings, so you can choose exactly how a grid is allowed to grow or shrink without disturbing the rest of your report layout.

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Fixes & Improvements 🛠​

• Changing a Filter No Longer Refreshes Data Automatically — Fixed an issue where changing a filter immediately refreshed grids with subtotals, so setting three filters meant three refreshes. Your filter choices are still saved right away, and data is fetched only when you click Refresh Data.
• Refresh Data Stays on the Right Sheet — Fixed an issue where switching to another sheet while data was loading caused the grid to appear on the wrong sheet. Data now always goes back to the sheet where you started the refresh, including protected sheets.
• Add Row/Column Warns About Duplicate Members — Fixed an issue where Add Row or Add Column would add a member that was already in the grid, creating a duplicate. You now see the message "The selected member is already included in the grid" instead.
• Deleted Sheets No Longer Cause False Failures — Fixed an issue where grids from a deleted worksheet were still queried on every refresh, wasting time and reporting failures for grids you couldn't find. These leftovers are now cleaned up automatically.
• Clearer Error and Summary Messages — Failed grid refreshes and saves now show the real reason in plain words instead of "[object Object]". The refresh summary also reports how many grids loaded successfully and names any that failed, instead of showing only a success message.
• Filter Captions Now Show the Caption — Fixed an issue where filter Caption values showed the member's Name instead of its Caption in grid queries and Excel named ranges. If a member has no Caption, its Name is used.
• Customer Column Shows Customers, Not Location IDs — Fixed an issue where a column could show the wrong dimension's values when two columns share the same dimension role.
• Saving Works with Sheet Filters — Fixed an issue where updated values weren't saved to the server from a grid that uses sheet filters.
• After-Save SQL Triggers Run Only After a Fully Successful Save — Fixed an issue where SQL triggers could still run after Save Data when an earlier grid had failed to save. Triggers now run only when everything has saved successfully.
• Workbook Settings Are Protected from Accidental Overwrite — If a workbook contains UnaXL settings that this version can't read (for example, from a newer version), UnaXL now blocks saving and shows a message instead of overwriting them.
• Hide Empty Grids Works on Protected Sheets — Fixed a false "You cannot perform the requested operation" error when refreshing a protected sheet with Hide Empty Grids turned on. Empty grids are hidden, grids with data are shown again, and the sheet stays protected.
• Action Column Skips Protected Sheets — Fixed an issue where a protected sheet stopped the Action Column from being added to the sheets after it. Protected sheets are now skipped and the rest are processed.
• Form Variable Errors Now Show a Warning — If a cell used as a form variable shows an Excel error such as #DIV/0! or #N/A, UnaXL now warns you and no longer sends the error text to your query as if it were a real value.
• Dashboard Variable Changes Are No Longer Undone — Fixed an issue where deleting or editing a dashboard variable while a filter change was still refreshing was reversed when the refresh finished.
• Line Item Details Requires a Description — Fixed an issue where a line item saved without a description disappeared when the dialog was reopened, leaving the total out of sync with the cell. Confirm now stays disabled until every line item has a description.
• Your Tenant Choice Is Remembered When Signed In with Google — Fixed an issue where switching tenants was lost after reloading the task pane, so you could keep working in the previous tenant without realizing it. The add-in now reopens on the tenant you last selected.
• Fewer Sign-In Prompts — Fixed repeated Microsoft sign-in prompts when reopening Excel or opening another copy of a workbook despite a valid saved session. Logging out now clears the saved sign-in.
• Task Pane No Longer Opens Blank — Fixed a blank task pane on startup. The interface now appears right away, and returns to the sign-in screen if startup fails.
• Report Links Are No Longer Checked on Every Cell Click — Selecting cells is now smoother. Your configured links are listed in the Report links tab, showing whether each comes from the workbook, a grid, a cell, or a named range.
• Excel for Mac Refresh Error Fixed — Fixed an internal error when refreshing data in Excel for Mac that could occur when spacer rows or columns were inserted between reports.

Build Canvases faster with Una’s AI Assistant. It understands the configurations of existing widgets and has the tools to make precise and incremental changes - including matrix formulas and formatting. It can also update your Ad-Hoc Analysis or set up an ERP or CRM integration, all without you digging through configuration yourself. A new Ad-Hoc Analysis (Beta) workspace gets you to insights faster without building a Canvas first, and matrixes look more polished with configurable cell borders.

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New Features & Major Enhancements 🚀​

AI Assistant​

• The Una Assistant understands a Canvas's full configuration — formulas, formatting and layout — so it can answer questions like "why is this cell red?" and make changes without disturbing anything else.
• It only re-sends a widget's configuration when something's changed, keeping conversations fast even on complex Canvases.
• It can also read and update your Ad-Hoc Analysis (Beta) — rearrange rows, columns and filters, or enter values, just by asking.
• It checks your entries against each field's validation rules, so proposed updates are correct the first time.
• It keeps a running history of your conversations — grouped by Today, Yesterday, Previous 7 days and Older — so you can pick up where you left off.
• Delete a single conversation, or clear your history entirely, whenever you want a clean slate.
• Rate any reply with a thumbs up or down and an optional comment to help us improve it. Admins can turn this off in AI Governance settings.
• Admins can use AI Governance to control which tools are available, independently for the Assistant and for MCP clients.
• Ask it to set up an integration — Sage, Campfire, NetSuite, HubSpot or Salesforce — and it walks you through it like a guided wizard: opening the right screen, handing credential entry to you (it never sees or stores them), mapping your dimensions as you watch, and reporting back when the build finishes. It reuses an existing connection instead of asking you to reconnect.

Ad-Hoc Analysis (Beta)​

• A new full-page workspace, accessible from the left navigation, lets you explore your model and build analysis without creating a Canvas first — start from a recommended view or build your own.
• When you're ready to share it, convert your analysis directly into core Una widgets on a new or existing Canvas, without rebuilding it from scratch.
• Request access by contacting support@unasoftware.com.

Matrix​

• Cells, rows and columns can now take configurable borders — add a bottom border under header rows or a top border above totals — for cleaner, more professional-looking reports. The styles include solid, dashed, dotted, and double lines.

Detailed Planning​

• Detailed Planning measure formulas can now reference a dimension's own key or name — like [Scenario].[Name] or [Period].[Key] — and even non-intrinsic properties like [Period].[StartDate], so a single formula can adapt automatically to whichever scenario or period it's calculating for, without a separate SQL calculation.

Scenario Management​

• The version picker for copying data into a scenario now shows a tree of versions grouped under their parent scenario, so you can find and select the exact version you need no matter how deep it's nested.

Security​

• Scenario Management can now be restricted through Module Security, so admins can control exactly which security groups can view or manage scenarios.

Workflows​

• Workflows can now be set to always execute as their owner, regardless of who starts or schedules them — matching the option already available for Canvases.
• Relational tasks are now restricted by relational security.

Portal​

• Middle-click (or Ctrl/Cmd+click) now opens links, list items, cards and files in a new tab throughout the portal, so you can keep your place while opening something else.

Dimension Management​

• Dimension members now support international special characters, so names and codes in any language or script are entered and stored correctly.

Explorer​

• The Explorer now asks for confirmation before replacing an existing file during import, protecting your work from an accidental overwrite.

Build Canvases faster with Una’s AI Assistant. It understands the configurations of existing widgets and has the tools to make precise and incremental changes - including matrix formulas and formatting. It can also update your Ad-Hoc Analysis or set up an ERP or CRM integration, all without you digging through configuration yourself. A new Ad-Hoc Analysis (Beta) workspace gets you to insights faster without building a Canvas first, and matrixes look more polished with configurable cell borders.

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New Features & Major Enhancements 🚀​

AI Assistant​

• The Una Assistant understands a Canvas's full configuration — formulas, formatting and layout — so it can answer questions like "why is this cell red?" and make changes without disturbing anything else.
• It only re-sends a widget's configuration when something's changed, keeping conversations fast even on complex Canvases.
• It can also read and update your Ad-Hoc Analysis (Beta) — rearrange rows, columns and filters, or enter values, just by asking.
• It checks your entries against each field's validation rules, so proposed updates are correct the first time.
• It keeps a running history of your conversations — grouped by Today, Yesterday, Previous 7 days and Older — so you can pick up where you left off.
• Delete a single conversation, or clear your history entirely, whenever you want a clean slate.
• Rate any reply with a thumbs up or down and an optional comment to help us improve it. Admins can turn this off in AI Governance settings.
• Admins can use AI Governance to control which tools are available, independently for the Assistant and for MCP clients.
• Ask it to set up an integration — Sage, Campfire, NetSuite, HubSpot or Salesforce — and it walks you through it like a guided wizard: opening the right screen, handing credential entry to you (it never sees or stores them), mapping your dimensions as you watch, and reporting back when the build finishes. It reuses an existing connection instead of asking you to reconnect.

Ad-Hoc Analysis (Beta)​

• A new full-page workspace, accessible from the left navigation, lets you explore your model and build analysis without creating a Canvas first — start from a recommended view or build your own.
• When you're ready to share it, convert your analysis directly into core Una widgets on a new or existing Canvas, without rebuilding it from scratch.
• Request access by contacting support@unasoftware.com.

Matrix​

• Cells, rows and columns can now take configurable borders — add a bottom border under header rows or a top border above totals — for cleaner, more professional-looking reports. The styles include solid, dashed, dotted, and double lines.

Detailed Planning​

• Detailed Planning measure formulas can now reference a dimension's own key or name — like [Scenario].[Name] or [Period].[Key] — and even non-intrinsic properties like [Period].[StartDate], so a single formula can adapt automatically to whichever scenario or period it's calculating for, without a separate SQL calculation.

Scenario Management​

• The version picker for copying data into a scenario now shows a tree of versions grouped under their parent scenario, so you can find and select the exact version you need no matter how deep it's nested.

Security​

• Scenario Management can now be restricted through Module Security, so admins can control exactly which security groups can view or manage scenarios.

Workflows​

• Workflows can now be set to always execute as their owner, regardless of who starts or schedules them — matching the option already available for Canvases.
• Relational tasks are now restricted by relational security.

Portal​

• Middle-click (or Ctrl/Cmd+click) now opens links, list items, cards and files in a new tab throughout the portal, so you can keep your place while opening something else.

Dimension Management​

• Dimension members now support international special characters, so names and codes in any language or script are entered and stored correctly.

Explorer​

• The Explorer now asks for confirmation before replacing an existing file during import, protecting your work from an accidental overwrite.

This release lets dimension hierarchies change over time, so reorgs or entity ownership changes are reflected going forward while historical reporting stays accurate. Admins get new governance controls over where and how AI can access your data. In addition, data imports can now automatically create a missing dimension member under a parent you choose instead of failing the load when importing data, and models can automatically calculate Retained Earnings and currency conversion. Matrix and Table widgets gain configurable Subtotal Rules, canvases gain new Duplicate and Save As options, and you can enter your own values when running a shared calculation. It's rounded out by some performance improvements to the load speed of large reports and general reliability of loading canvases.

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New Features & Major Enhancements 🚀​

Dimension Management​

• Dimension hierarchies can now be effective-dated — a department or entity structure that changes over time (a reorg, an ownership change) is reflected going forward, while you can still report on how the hierarchy looked at any point in the past.

Calculations​

• Models can now automatically calculate Retained Earnings rollover and currency conversion — including Cumulative Translation Adjustment — without needing a custom calculation script.
• When running a shared calculation, you can now type in your own input values at run time — like which period or entity to calculate for — instead of needing the admin to build a separate calculation for every variant.

AI Governance​

• Admins can now control where and how AI is allowed to access your data — choosing which areas and tools AI can be used with, carving out dimensions or members (i.e. specific accounts) that should always stay off-limits, and reviewing a log of AI activity across the tenant.

Security​

• Updates to relational security to further improve security and governance. Administrators should review settings or ask Una for assistance on performing a review.
• Branding, Theme & Colours, and Cell Classes settings can now be managed under a dedicated Theme Management permission module security, so they can be delegated without granting full Security or Model Management access.

Data Import​

• Import Definitions can now automatically create a new dimension member — placed under a parent you choose — when a data load encounters a value that doesn't exist yet in your model, instead of failing the import.
• Data loads can now map updates from your source data directly into dimension members — new members, changes to the structure, and property changes.
• Models can add an optional transaction-level detail table for drilling into the source data behind your numbers.

Matrix​

• Matrix widgets now support Subtotal Rules — pick a field to group rows by, and a subtotal row or column, with its own formula and formatting, is automatically inserted every time the grouping changes

Canvas​

• Widget action icons now show descriptive tooltips (e.g., Save, Refresh) when you hover over them, matching the tooltips already used in Canvas Settings.
• You can now duplicate a file or folder directly from the Explorer's right-click menu.
• Canvases now have a Save As option, letting you save a copy under a new name and folder — including any unsaved layout changes — without affecting the original canvas.

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Fixes & Improvements 🛠️​

Canvas​

• Fixed several issues that could cause a canvas to show stale content, fail to load, or get stuck loading.
• Improved loading speed for canvases with large reports.

Calculations​

• Fixed several issues that could cause a calculation to silently fail to save its values or return inconsistent results.

Queries​

• New Model Queries now include empty rows and columns by default, giving you the full structure of your model without needing to turn that setting on.
• For dimensions with more than one hierarchy, a report can now let users pick which hierarchy to report against as a parameter, instead of the hierarchy being fixed in the query.

Form​

• Improved the visual styling of Form widget inputs.

General​

• Users with File System access granted through their security group can now access the Explorer without needing the tenant's Admin role.

✨ UnaXL Software Release​

This release adds grid options to hide empty grids and build headerless grids, extends row-based formatting, introduces privacy-conscious diagnostics for troubleshooting, and fixes several issues with filter suggestions, cell binding, subtotals, and grid resizing.

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New Features & Enhancements 🚀​

Grids​

• Hide Grids With No Data — New "Hide Empty Rows" (per grid) and "Hide Empty Grids" (whole workbook) options let a grid's rows disappear when there's no data to show, and reappear automatically once data comes back.
• Build Grids Without Headers or Data — New configuration options let you create a grid without Row Headers, Column Headers, or the Data area — individually or all at once — for cases where you don't need the full standard layout.
• Format Based on First Row Cell — Grids can now copy formatting across a row (fill, font, borders), not just down a column. A single Format Based On setting lets you choose Off, First Column Cell, or First Row Cell.

Diagnostics & Privacy​

• Optional Stability Diagnostics — UnaXL can now collect privacy-conscious diagnostic information (with your explicit consent) to help us investigate intermittent issues like data loading inconsistently. Sensitive data such as workbook contents, input values, and credentials are never captured, and you can review or change your consent anytime in Privacy Settings.

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Fixes & Improvements 🛠​

• Variable Suggestions Now Appear When Adding Members — Fixed two cases where the Add Member popup (in both the grid editor and the filter editor) showed no suggestions for Global and Parameter variables, requiring you to type them in by hand. Suggestions now populate correctly in both places.
• Pick Cell No Longer Fails on the First Row — Fixed an issue where binding a filter to a cell in the worksheet's first row showed a "Failed to update the filter cell binding" error and left a duplicate copy of the filter behind on every attempt.
• Subtotals Now Stay Safe During Filter Changes and Grouping — Improved how subtotals behave when filters refresh or when rows are grouped in Excel: changing a filter no longer overwrites unsent edits in other grids, and existing row groupings are no longer broken unexpectedly.
• Resized Grids Keep Consistent Formatting and Totals — Fixed an issue where new rows or columns added when a grid grows didn't match the grid's existing formatting, and totals or other formulas next to the grid didn't automatically extend to cover the new rows.

This release brings significant updates to Detailed Planning, unifying time-based and static measures in a single model. This unlocks the ability to have both time based inputs and calculations supported. Calculation enhancements expand support for additional properties and pramaterization making it easier to deploy more focused calculations. As with most release there have been additional enhancements and fixes across Canvas, Matrix, Export, and the new Cell Classes feature that improve reliability and consistency.

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New Features & Major Enhancements 🚀​

Detailed Planning​

• Detailed Planning models can unifying time-based and static measures in a single model. This unlocks the ability to have both time based inputs and calculations supported. For example, Vendor expenses that are contract based can now be calculated based on their start and end periods while other vendor expenses can be manually adjusted over time.

Model Management​

• Model processing now offers fine-grained control — choose exactly which dimensions or models to reprocess, instead of always reprocessing everything.

Calculations​

• Admins can now set up a Calculation once and share it so business users run it with a click. The logic stays locked down and controlled by the admin, so users never need database access of their own.
• Formulas and Calculations can now use dimension member properties, point at neighbouring or specific members with relative and absolute references, and check whether a period is Actual, all directly inside the formula or script.
• Formulas can do more of what Calculations could: common date and string functions, lookups by name or tag (StrToName/StrToTag), and standalone measure references now work as expected (e.g. [Closing] = [@Measure].[Opening] + [@Measure].[New]).
• Formulas that return an empty result can now be suppressed correctly in reports that hide empty rows and columns.

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Fixes & Improvements 🛠️​

Dimension Security​

• Dimension security profile rules can now include the root member making it easier to set rules on the entire dimension.

Matrix​

• Improved reliability when adding new rows to a matrix.

Cell Classes​

• Corrected unexpected results and increased preview abilities.

Table​

• Dropdown columns linked to a system List now keep their configuration, even when the list's name starts with a lowercase letter.

Form Widget​

• Form widgets connected to a table correctly display the selected item's name instead of the raw key after making a selection.
• Locked table columns are now properly enforced in connected form widgets, even when the column uses a list dropdown.

Layout Engine​

• Fixed several PDF export formatting issues.

Integrations​

• Improvemnts to the consistency on how ERP and CRM syns work.

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✨ UnaXL Software Release​

This release adds dashboard variables so rolling-period reports roll forward on their own, lets grids resize the whole sheet around them, opens up hierarchy-based conditional formatting, and fixes issues with invalid grid queries, cell details under dimension roles, and actions that stayed available on protected sheets.

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New Features & Enhancements 🚀​

Dashboard Variables​

• Rolling-Period Reports That Update Themselves — Dashboard variables are named values you define once and point at from anywhere in your workbook, taking their value from a SQL query you write or from the members of a dimension in your model. This is aimed squarely at period-relative reporting such as Trailing 12 Months or Prior Year comparisons, where date bounds are currently hardcoded into queries and column definitions, and someone has to shift the range and add or remove month columns by hand at every close. Define the rolling window once as a variable, reference it as {Variable.Name.Key} in your grids, filters, and send-data mappings, and every report that uses it rolls forward on its own — a real saving on time-sensitive work like covenant and liquidity monitoring, where a missed manual edit is costly.

Grids​

• Grids Can Now Move the Rest of the Sheet Out of the Way — A new Global Resizing option inserts and deletes entire Excel rows below a grid, and entire columns to its right, as the incoming data changes size. Previously a grid only resized within its own range, so a summary grid sitting above a detail table would overwrite it when the data grew, leave stranded blank rows when it shrank, and gradually pull nearby labels and helper cells out of alignment. Because a full row or column insert shifts everything beneath and to the right, neighbouring grids now keep their spacing period after period without anyone nudging them back into place. Enable it for rows, for columns, or both.
• Format Rows Based on Where They Sit in the Hierarchy — A new Standard Properties option in the grid headers list writes properties such as Level and IsLeaf into the grid as ordinary columns. Excel has no native way to say "bold this row only if it's a leaf-level account" or "grey out parent rows" — conditional formatting can only key off a fixed cell reference or a raw value, and those references break as soon as a resize moves the helper cell they point at. With these columns in the sheet, you can build hierarchy-aware rules using the standard Excel conditional formatting you already know, and they keep working when the grid changes size.

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Fixes & Improvements 🛠​

• Incomplete Grid Queries Now Show an Error Instead of an Empty Grid — Fixed an issue where a query with no model selected, an axis with no dimensions, or a dimension with no members chosen was accepted and created a blank grid on the sheet, with the real problem only surfacing later during Get Data. The query editor now applies the same checks the server does, tells you what is missing, and stays open so you can correct it.
• Cell Details Now Work With Dimension Roles — Fixed an issue where the Cell Details panel came up empty for grids built on dimension roles, even though the grid itself populated correctly. Measure columns, grids with multiple ranges on an axis, and dimensions you did not filter on now all resolve properly.
• Send Data Is Now Blocked on Protected Sheets — Fixed an issue where Send Data stayed available while the active sheet was protected, in both the task pane and the UnaXL ribbon. It is now switched off with a short note explaining why, and the buttons update the moment you protect or unprotect the sheet. Get Data and filter selections remain available, since neither changes the sheet.
• Dashboard Variable Actions Now Respect Sheet Protection — Fixed an issue where the add, edit, and delete buttons for dashboard variables stayed active on a protected worksheet, even though Grids, Filters, and Triggers in the same panel were correctly greyed out.
• Deleting From the Mapping Tab Now Asks for Confirmation — Deleting a grid, filter, or dashboard variable now opens a confirmation dialog naming what you are about to remove and warning that the action cannot be undone. Previously some of these deleted immediately on a single click.

This release lets you make Una your own with a client-configurable theme, and brings richer Matrix formatting through reusable cell classes and the first steps toward multi-line Block Formats. Scenario Management gains new controls for the Last Actual Period, and a round of calc-script optimizations makes calculations faster. It's rounded out by a set of fixes across Matrix, Export, Table, and the Portal that make everyday work smoother.

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New Features & Major Enhancements 🚀​

Portal & Branding​

• Tenant admins can now set a custom colour palette and theme for their tenant, so Una matches your organization's look and feel.
• New reusable cell classes let you define a formatting style once and apply it consistently across cells, sub-spaces, and matrices, instead of rebuilding the same rules by hand.

Matrix​

• Row and Column spaces, including Block Formats, can now be configured with multiple lines.
• Row and Column spaces, including Block Formats, can now evaluate and display text-valued functions as an alternative to number-valued functions.

Scenario Management​

• You can now set the Last Actual Period on a scenario, so your forecast picks up exactly where actuals leave off.

Calculations​

• A round of calc-script optimizations means your calculations compile and run faster, especially on larger models.

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Fixes & Improvements 🛠️​

Matrix​

• Block Format cell addresses now increment correctly as rows and columns are added, so referenced cells stay pointed at the right place.
• Line Item Details may now be used with queries that involve the @TimePerspective dimension.

Calculations​

• Calc scripts are no longer limited to OnDemand execution, giving you more flexibility in how and when calculations run.

Scenario Management​

• An "all members" dimension filter is now correctly treated as the full dimension rather than a narrow selection, so scenario operations cover everything you expect.

Layout Engine​

• The Excel "Open" download now works directly from the Una Portal.

Canvas​

• Hidden canvas filters (now deprecated) no longer deselect when a change is made to the canvas layout

✨ UnaXL Software Release​

This release lets UnaXL write to password-protected worksheets, adds automatic refresh after save, brings dimension-role filters to Excel, gives grids new dynamic sizing options, and fixes several filter, grid, and sheet-protection issues.

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New Features & Enhancements 🚀​

Protected Worksheets​

• UnaXL Can Now Write to Password-Protected Sheets — Get Data now works on worksheets protected with the standard password Una123. UnaXL unlocks the sheet just long enough to update your data, then re-protects it automatically, so end users still can't edit it by hand.

Automatic Refresh​

• Auto-Refresh After You Save — A new workbook settings option lets you turn on automatic data refresh after you save your data, so other reports connected to the same data stay up to date without an extra manual step.

Filters​

• Filters Can Now Use Dimension Roles — Like grids, filters can now be built around a dimension role (such as Time or Entity) instead of one specific dimension name. The same filter set can then be reused across different models and tenants without rebuilding it.

Grids​

• Grids Can Now Skip Empty Ranges — A new Dynamic Grid option leaves out grid sections that have no data, instead of showing empty data ranges, so your sheet matches what you'd see in the Una Portal.
• Grids Can Automatically Grow or Shrink — A new Local Resizing option lets grid rows and/or columns automatically adjust the formula row/columns based on the incoming data size.

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Fixes & Improvements 🛠​

• Multi-Word Filter Names No Longer Cause Errors — Fixed an issue where dimension names with more than one word (like "Business Units") caused an error when Excel set up the named range for that filter.
• New Grids Now Respect "Allow Retrieve" Being Off — Fixed an issue where a brand-new grid with Allow Retrieve turned off still filled in data on its first refresh, overwriting anything already in those cells. Headers populate as expected while your own entries stay untouched.
• Filter and Trigger Actions Now Respect Sheet Protection — Fixed an issue where filter sets and triggers could still be added, edited, or deleted on a protected worksheet, even though grid changes were correctly blocked. These actions are now disabled too, consistent with how grids already behave.
• Confirmed Dimension Role Grids Work as Expected — Verified that grids built using dimension roles behave the same way as Una Matrix grids.

This release brings a modern visual refresh to the Portal, alongside major new Matrix capabilities — rich number and text formatting, Cell Notes, hide row/column flags, and bulk copy/paste of formatting rules. Pivot Tables gain row-level editable fields and faster rendering, and Matrix writeback now correctly saves an entered zero instead of treating it as blank. It's rounded out by a broad set of fixes across Canvas, Table, Export, and Security that improve reliability and consistency.

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New Features & Major Enhancements 🚀​

Portal & Canvas Experience​

• The Portal has a modern visual refresh — updated colors and fonts, refreshed buttons, and a cleaner app shell across canvases and settings.
• The Matrix widget editor has been redesigned with a cleaner, more compact configuration panel and a resizable sidebar for managing spaces.
• Canvas now warns you before navigating away if you've entered data while just viewing (not editing) a canvas, matching the existing warning in edit mode.
• The Portal now includes footer links to our Privacy Notice and Terms & Conditions, along with UK GDPR-compliant cookie consent.

Matrix​

• New number and text formatting options for matrix cells: parentheses for negative numbers, thousands/millions scaling with a custom label, a centered dash for zero values, text wrapping, row indentation, and bold/italic/underline/double-underline styling.
• Matrix cells can now have Cell Notes attached to them, for adding context directly on a data point. The data point does not have to be associated with a leaf member.
• Rows and columns can now be fully hidden via a formatting flag — fixed, or driven by a conditional rule (e.g., auto-hide a column that totals zero) — while still working correctly in formulas that reference them.
• Conditional formatting rules can now be copied and pasted in bulk onto other sub-spaces or into a different matrix, instead of being recreated by hand.
• Block formatting rules can now be inserted before or after an existing rule, for more control over rule order.

Pivot Tables​

• Pivot Tables now support row-level editable fields (independent of column/period data) and calculated subtotal columns.

Model Query​

• Model queries can now perform a dynamic rollup that keeps a full hierarchy structure while only summing members that match a property filter.
• Filters can now reliably include multiple members from the same dimension; cells representing combined data from more than one member clearly disable drill-down, Line Item Details, and Cell Notes.

Workflow​

• Workflow runs now show their end time alongside the start time, so you can gauge how long a run typically takes.

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Fixes & Improvements 🛠️​

Matrix​

• Matrix writeback now correctly saves an entered zero — including when a formula evaluates to zero — instead of treating it as blank.
• Enabling Direct Join on a matrix's column axis no longer drops the first measure or truncates a column of data.
• Resizing matrix column widths now properly enables the Save button.

Canvas​

• Canvas variables driven by a SQL query now reliably resolve to their real value instead of falling back to a placeholder ID.
• SQL-driven canvas variables now resolve correctly in matrix datasets on tenants with Dimension Roles enabled.
• Clearing a canvas filter and saving no longer re-seeds it with a phantom "0" value.
• The "Include Virtual Root" option no longer appears when a filter is set to Leaf Members only, where it doesn't apply.
• KPI tiles showing a single number no longer display an unnecessary scrollbar.
• Canvases with multiple independent filters now load faster, since filter dropdowns resolve in parallel.

Model Query​

• The Model Query Editor's "Include Empty" option now defaults to on, so new queries show empty rows and columns without extra setup.
• Queries with an unmapped Metric dimension now correctly apply its configured default member, instead of returning no data.

Table​

• Fixed a critical issue where dropdown selections in Table widgets could show garbled options or clear the cell instead of saving the selected value.
• Selecting the first item in a system list is now correctly recognized as a change, so it can be saved.

Scenarios​

• Deleting the last version of a locked scenario is now correctly blocked, instead of unintentionally removing the locked scenario along with it.
• The scenario Dimension Manager now correctly labels scenario status (Active, Processing, Failed, Locked) instead of showing "Inactive" or a bare number.

AI Widgets​

• AI Widgets now load and render data reliably again.
• AI Widgets with scrollable content now export in full instead of being cut off.

Dimensions​

• The Auto-Tag function now actually assigns the tag to the member, instead of just showing a success message.
• Fixed the reference-list dropdown for Account Enum properties, which previously appeared blank and wouldn't accept a selection.

Workflow​

• You can now click into an individual run within a Foreach Loop workflow step to see its status.

Pivot Tables​

• Pivot Tables now render large datasets significantly faster, and pinning a row to the top works correctly again.