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v20260904 (Release)

· 5 min read

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.

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.

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.