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UnaXL v20260918 (Release)

· 4 min read

✨ 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.

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.

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.