Skip to main content

v20261023 (Release)

· 4 min read

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.

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.

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.