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v20260703 (Release)

ยท 4 min read

This release introduces Report Books, matrix drilldown indentation, Dimension Security enhancements, Hierarchy Editor integration in Model Builder, Azure Fabric workflow support, and expanded MCP services โ€” alongside a wide range of export, canvas, matrix, and file system fixes.


New Features & Major Enhancements ๐Ÿš€โ€‹

MCPโ€‹

  • Dashboard, Explorer, and Workflow services are now exposed via MCP Operation wrappers, enabling external AI tools and agents to interact with these platform areas.

Report Books (Beta)โ€‹

  • Report Book UI is now available, providing a dedicated interface for building and managing report books, allowing for greater control over how outputs are structured and exported.

Matrixโ€‹

  • A % option has been added to the Adjust modal, allowing users to apply percentage-based adjustments directly from the matrix.

Dimension Securityโ€‹

  • A Preview Button is now available in Dimension Security, allowing administrators to preview what a security group's member selection looks like before applying it.
  • Users can now copy and paste member selections between security groups, making it faster to configure multiple groups with similar settings.

Hierarchies & Model Builderโ€‹

  • The Hierarchy Editor is now integrated directly into the Model Builder, so users can manage hierarchies without leaving the model building workflow.
  • A Revert button has been added in the Hierarchy Editor to reset unprocessed metadata changes, restoring the MM table to match the PC table.

Pivot Tableโ€‹

  • Pivot tables now support data write-back, allowing users to save edited cell values back to the source. Write-back applies to non-aggregated data only, and users can control whether data writing is enabled depending on what is currently displayed. Note: adding and deleting rows/columns are not included in this release.

Canvasโ€‹

  • The File System widget now renders text files inline on the canvas. Plain text files display as-is, Markdown files are rendered with full formatting, and structured formats like JSON, YAML, and XML are displayed with syntax highlighting.

Workflow & Integrationsโ€‹

  • Azure Fabric pipeline integration is now available as a workflow step, enabling workflows to trigger and interact with Azure Fabric pipelines. A corresponding Fabric data source and connection type is also supported.
  • CRM and ERP integrations have been improved for more consistent and reliable data source management across both connection types.

Fixes & Improvements ๐Ÿ› ๏ธโ€‹

MCPโ€‹

  • External users with tenant admin access can now authenticate the MCP connector without receiving an "account does not exist in tenant" error.

Canvasโ€‹

  • Filter parameters in widget titles now work reliably with multi-word dimensions.
  • Variable substitution in filter parameters is no longer case-sensitive, reducing unexpected behavior.
  • Global variables now parse reliably across all dimension configurations.
  • Fixed AI widget scaling issues that caused widgets to display at an incorrect size.

Layout Engineโ€‹

  • Improvements in reporting export stability and capabilities across PDF and Excel formats.

Matrixโ€‹

  • Drilldown indentation visually indents drilled-down rows in the matrix, making hierarchy depth easier to read at a glance.
  • Model queries now execute successfully without requiring a dimension under the filter section to be configured, returning all available data as expected.
  • The Model Query Advanced Editor no longer duplicates or nests the modelQuery field.
  • ISERROR and ISNA functions now behave correctly in matrix formulas.
  • Values entered into drilldown spaces can now be saved.
  • Fixed an issue where clicking a column header would select the data space, preventing access to the column header editor.
  • Matrix widget size is now preserved after a refresh when the edit shelf is open.
  • Inline variance columns now correctly suppress alongside their paired data space when that data space is hidden due to having no data.
  • Enhanced Cell Metadata Modal in the Datatable and Matrix widgets, providing richer cell-level information.
  • Performance improvements on large grids, including reduced reactivity and cloning overhead and parallel query execution.
  • Circular references in row and column space formulas no longer prevent the matrix from rendering โ€” affected cells display as empty while the rest of the matrix evaluates correctly.

Hierarchiesโ€‹

  • Alternate hierarchy filters now work correctly when a hierarchy name matches a dimension name.
  • Shared members in alternate hierarchies are now handled correctly in the Hierarchy Editor.

Explorerโ€‹

  • Root folder permissions are now correctly reflected in the Explorer.
  • Items in the Global File System can now be copied without issue.

Auto-tagger in Settingsโ€‹

  • Users can now select a parent account when manually assigning a tag in the Auto-tagger.
  • Auto tag now runs successfully even when the dimension name format previously triggered a "Not Found" error.

Integrationsโ€‹

  • Fixed NetSuite connector errors caused by dimension member names with extra whitespace and memo fields that exceeded the character limit.

ETLโ€‹

  • A confirmation modal now appears before deleting an Import Definition, displaying the definition name and requiring explicit confirmation to prevent accidental deletion.