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v20261106 (Release)

· 4 min read

Build Canvases faster with Una’s AI Assistant. It understands the configurations of existing widgets and has the tools to make precise and incremental changes - including matrix formulas and formatting. It can also update your Ad-Hoc Analysis or set up an ERP or CRM integration, all without you digging through configuration yourself. A new Ad-Hoc Analysis (Beta) workspace gets you to insights faster without building a Canvas first, and matrixes look more polished with configurable cell borders.

New Features & Major Enhancements 🚀​

AI Assistant​

  • The Una Assistant understands a Canvas's full configuration — formulas, formatting and layout — so it can answer questions like "why is this cell red?" and make changes without disturbing anything else.
  • It only re-sends a widget's configuration when something's changed, keeping conversations fast even on complex Canvases.
  • It can also read and update your Ad-Hoc Analysis (Beta) — rearrange rows, columns and filters, or enter values, just by asking.
  • It checks your entries against each field's validation rules, so proposed updates are correct the first time.
  • It keeps a running history of your conversations — grouped by Today, Yesterday, Previous 7 days and Older — so you can pick up where you left off.
  • Delete a single conversation, or clear your history entirely, whenever you want a clean slate.
  • Rate any reply with a thumbs up or down and an optional comment to help us improve it. Admins can turn this off in AI Governance settings.
  • Admins can use AI Governance to control which tools are available, independently for the Assistant and for MCP clients.
  • Ask it to set up an integration — Sage, Campfire, NetSuite, HubSpot or Salesforce — and it walks you through it like a guided wizard: opening the right screen, handing credential entry to you (it never sees or stores them), mapping your dimensions as you watch, and reporting back when the build finishes. It reuses an existing connection instead of asking you to reconnect.

Ad-Hoc Analysis (Beta)​

  • A new full-page workspace, accessible from the left navigation, lets you explore your model and build analysis without creating a Canvas first — start from a recommended view or build your own.
  • When you're ready to share it, convert your analysis directly into core Una widgets on a new or existing Canvas, without rebuilding it from scratch.
  • Request access by contacting support@unasoftware.com.

Matrix​

  • Cells, rows and columns can now take configurable borders — add a bottom border under header rows or a top border above totals — for cleaner, more professional-looking reports. The styles include solid, dashed, dotted, and double lines.

Detailed Planning​

  • Detailed Planning measure formulas can now reference a dimension's own key or name — like [Scenario].[Name] or [Period].[Key] — and even non-intrinsic properties like [Period].[StartDate], so a single formula can adapt automatically to whichever scenario or period it's calculating for, without a separate SQL calculation.

Scenario Management​

  • The version picker for copying data into a scenario now shows a tree of versions grouped under their parent scenario, so you can find and select the exact version you need no matter how deep it's nested.

Security​

  • Scenario Management can now be restricted through Module Security, so admins can control exactly which security groups can view or manage scenarios.

Workflows​

  • Workflows can now be set to always execute as their owner, regardless of who starts or schedules them — matching the option already available for Canvases.
  • Relational tasks are now restricted by relational security.

Portal​

  • Middle-click (or Ctrl/Cmd+click) now opens links, list items, cards and files in a new tab throughout the portal, so you can keep your place while opening something else.

Dimension Management​

  • Dimension members now support international special characters, so names and codes in any language or script are entered and stored correctly.

Explorer​

  • The Explorer now asks for confirmation before replacing an existing file during import, protecting your work from an accidental overwrite.