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v20251126 (Release)

ยท 5 min read

This release introduces numerous new features, user experience improvements, and important bug fixes across the Una platform, focusing on reporting, data entry, model management, and system stability.


Please Note

Future production release updates and notifications will be delivered in-app.

New Features & Major Enhancements ๐Ÿš€โ€‹

Reporting and Presentationโ€‹

  • You can now define and resolve variables in a dashboard.
  • The system now provides in-app notifications for production releases.

Data Entry and Formsโ€‹

  • Support for Simple Formulas has been added for basic calculations.
  • You can now use Calculation Scripts to define and execute custom calculations.
  • Table and Form widgets support setting a default value for fields.
  • You can also add a Label for fields in Table and Form widgets.
  • The new functionality allows for communication between a table and a form, including alert and confirm actions.

Matrix and Table Widgetsโ€‹

  • When cells are selected in a Matrix, you can see details at the bottom of the widget (e.g., sum, count).
  • New Matrix functions including FINDCELLINROW / FINDCELLINCOL, and the ability to refer to Names, Tags, and Captions in custom FIND functions.
  • Variable substitution from the "Filter" component is now supported in matrix formulas.
  • Tables now support persistent column resizing and the ability to Pin rows/columns.

Model and Securityโ€‹

  • A Dimension Security UI has been introduced, along with the ability to set a Default security profile per dimension.
  • New API methods for measure configuration and measure definitions are available.
  • Users can choose to display the Dimension member caption or name in filters.
  • The release includes a Data Mapping GUI and API methods to edit data maps and import definitions.
  • A new feature allows you to Create Model from Balance Sheet.
  • Dimension queries now support sibling relationships and multiple key values in member specifications for more flexible querying.

Workflow and Integrationsโ€‹

  • New Workflow activities, SalesforceSync and HubspotSync, have been added.
  • Support for SFTP Storage Datasource and a Storage explorer is included.
  • A new API Tokens screen is now available.

User Experience (UX) Improvements โœจโ€‹

  • Dashboard Enhancements

    • All widgets can now be resized down to 1x1.
    • The release enables precision copy/paste in dashboards and extends this functionality across all items.
    • No widgets will render if any mandatory filters are unset.
    • Minor fixes include adding a minimum height to the dashboard toolbar and fixing the filter icon.
  • Dimension Member Manager

    • The user experience has been updated.
    • The right-click context menu in the Hierarchy editor now includes "Collapse all" and "Expand all" options.
  • Formula Input & Intellisense

    • Improvements have been made to the formula input and Intellisense functionality.
    • The Intellisense editor has been optimized.

Key Bug Fixes ๐Ÿ› ๏ธโ€‹

  • Matrix & Tables
    • Matrix Floating Point Issues were fixed.
    • An issue where data was not saving to non-leaf accounts was resolved.
    • The problem where FINDCELLIN functions did not work in Row/Column spaces was corrected.
    • Errors when saving Matrix or Tables with specific configurations were fixed.
  • Dashboards & Workflows
    • Unnecessary dashboard save confirmations were resolved.
    • A fix was implemented for dashboard substitutions running before variables.
    • The Hubspot integration error (500 response when loading the mapping) was resolved.
    • Missing period dimensions in RevIQ screens were corrected.
  • Model & Data
    • Model update optimizations and issues with null inserts were fixed.
    • An issue where a newly created Actual scenario had a null SortOrder was resolved.
    • Fixes were implemented for issues where variables occasionally do not replace on refresh.

Using FINDCELLINROW and FINDCELLINCOL in Matrix Formulas:โ€‹

Two new lookup functions are now available in Matrix formulas: FINDCELLINROW and FINDCELLINCOL. These functions help you retrieve a value from another dataset (another Matrix space) by limiting the search to only the current row or only the current column of the cell where the formula is being evaluated.

These functions are especially useful when your row or column templates do not contain enough dimension metadata to uniquely identify a target cell, but you do know the value sits within the same row or column.

Applicationโ€‹

Use FINDCELLINROW and FINDCELLINCOL when your formula is inside a Matrix space where the row or column template does not contain enough dimension metadata to uniquely identify a target cell in another space.

If you know the value you need is somewhere in the same row, use FINDCELLINROW. If it is in the same column, use FINDCELLINCOL.

These functions narrow the search to that row or column, allowing you to reliably return the correct value even when full dimension context is not available.

Function Syntaxโ€‹

FINDCELLINROWโ€‹

Searches only the current row of the dataset.

FINDCELLINROW(dataset_name, dimension_name_1, member_id_1, dimension_name_2, member_id_2, ...)

FINDCELLINCOLโ€‹

Searches only the current column of the dataset.

FINDCELLINCOL(dataset_name, dimension_name_1, member_id_1, dimension_name_2, member_id_2, ...)

Parameter Detailsโ€‹

  • dataset_nameย (required): A text string specifying the name of the dataset to search within.
  • dimension_nameย (required for each pair): A text string that identifies the dimension by name. Dimension names are case sensitive.
  • member_idย (required for each pair): Either an integer that specifies the member's key for the given dimension, OR a string that follows the pattern "<key/name/caption>=<the key/name/caption>", e.g.ย "caption=Opening"ย orย "name=ARR"ย orย "key=202501"

You may provide zero or more pairs of dimension names and member keys.

Exampleโ€‹

You are writing a formula inside a column template, and the template does not include enough dimension metadata to uniquely identify the cell you want. You do know the value you need is in the same column.

FINDCELLINCOL("SalesData", "Product", "caption=Software")

  • Looks inside the โ€œSalesDataโ€ dataset
  • Restricts the search to the current column
  • Finds the row where Product = "Software"
  • Returns the value from that cell