---

This release introduces native Scenario Management (Beta) — build, version, and audit planning scenarios directly in Una — along with tag-based lookups in Matrix's FINDCELLIN formulas, calc script authoring improvements, and a redesigned canvas widget editing experience. It's rounded out by a broad set of fixes across Canvas, Matrix, Table, and Export that tighten stability and consistency.

---

New Features & Major Enhancements 🚀​

Scenario Management (Beta)​

• Finance teams can now create, version, copy, adjust, lock, and audit planning and forecast scenarios natively in Una.
• A new scenario lineage view and operation history make it easy to see how a scenario was built, with a switcher to change the active scenario on a canvas.
• MCP tools are available to as well.

Matrix​

• The FINDCELLIN, FINDCELLINROW, and FINDCELLINCOL formulas can now locate cells by a member's tag, so formulas keep working even when dimension roles are used.
• Matrix widgets can now be configured with a new Block Format rule. Wherever the rule's condition matches is where the block format is placed.
  • Blocks are configured the same as a row or column space.
  • Choose to apply the block's style and/or content.
  • They can be configured to overwrite existing cells, or occupy a brand new column or row, before or after the condition-matching cell.
• Matrix widgets now correctly save the number 0 when it's entered into a cell.

Calculations​

• Calc scripts now support reusable calc blocks that can be shared across scripts, and can reference members through alternate hierarchies.

Canvas​

• All of the editor panels used to configure canvas widgets have received a major facelift, making them easier to read, navigate, and use.

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Fixes & Improvements 🛠️​

Canvas​

• SQL-based chart widgets now reliably return their values instead of coming back empty.
• Filter edit windows no longer freeze, and editing a Period filter no longer overwrites a Location filter when both are present on the same canvas.
• AI Widgets that depend on variables now display correctly, instead of throwing an error.

Matrix​

• Matrix grids now load with the correct rows on the first view, instead of occasionally showing "No Rows to Show" until refreshed.
• Saving edits to a matrix grid now completes reliably instead of failing with a validation error.
• Changing a filter and switching it back no longer leaves unexpected formatting, like unintended bold, on report rows.
• Conditional formatting rules on a matrix now evaluate consistently with writeback formulas, keeping formatting predictable.
• The widths of a matrix's columns are now saved when the dashboard is saved.

Table​

• Reordering columns in a table widget's column list now works reliably.
• Table date pickers now update the selected date correctly and close automatically after a new date is picked.
• "Delete Row" is no longer available from a table's right-click menu when the Delete Rows permission has been turned off, matching the toolbar behavior.

Form​

• Form widgets linked to a parent table now follow the selected row correctly.

Model Query​

• Queries with multiple ranges on an axis no longer mix up header values between ranges when only some ranges use Direct Join.
• The Time Perspective field in the Model Query Editor now offers a constrained selection instead of accepting free text.

Workflow​

• A parent workflow that runs a child workflow now resumes correctly once the child completes.

Export​

• Matrix widgets no longer get cut off or awkwardly split across pages in PDF exports.
• AI-generated widgets now render correctly in PDF exports instead of showing as empty placeholder cards.

Security​

• Dimension security write operations are now properly gated behind the appropriate permission, consistent with other security administration actions.

This release makes UnaXL filters behave consistently with Una, gives grids more flexibility, smooths out data refreshes, and fixes several issues with filters, grids, sign-in, and pop-up windows.

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New Features & Enhancements 🚀​

Filters Now Match Una More Closely​

• Default Selections Show Automatically — Filters now start with the default value configured in the UnaXL add-in, so you see the right starting selection without having to pick it yourself every time.
• Filter Lists Display the Way You Set Them Up — Filter dropdowns now show members the way they're configured in the UnaXL add-in (by Key, Caption, or Name), so what you see matches what's set up centrally.
• "Leaf Members Only" Filters Now Work in UnaXL — A filter set to show only bottom-level items now shows the same in the filter dropdown, instead of also listing parent items.
• "Include Virtual Root" Option Now Works — Filters with Include Virtual Root enabled in the UnaXL add-in now work similarly to the Una portal, showing the dimension at the top of the Filter dropdown.

Grids Can Now Use Dimension Roles​

• Grids can now be built using dimension roles instead of dimension names. This is the same approach Una Matrix grids already use, and it means one grid template can be reused across different tenants without rebuilding it each time.

Smoother Data Refreshes​

• Further reduced the flickering and delay you may see on screen while UnaXL writes data into your spreadsheet, especially on larger updates.

---

Fixes & Improvements 🛠​

Filters​

• Security Profiles Now Apply Correctly — Fixed an issue where a security profile assigned to a filter looked like it saved, but had no real effect — restricted data could still show up. It's now enforced correctly.
• Custom Filters Now Appear When Building Grids — Fixed a case where certain custom filters didn't show up as an option when setting up a grid query.
• Filter Names with Spaces Now Work Without Extra Steps — Filter names containing spaces (like "Cost Center") previously needed to be typed with an underscore to work. That's no longer required, so existing templates keep working as-is.
• Confirmed the Following Filter and Grid Options Work as Expected — We tested and verified that combining, excluding, ranging, and sorting options in filters and grids all behave correctly.

Grids​

• No More Duplicate Rows After Adding a Row — Fixed an issue where a newly added row could appear twice after refreshing your data.
• New Rows Now Get Formatted Right Away — Fixed an issue where a newly added row didn't pick up your grid's formatting until you refreshed a second time.
• Grid Layout Stays Stable When You Change Filters — Fixed an issue where switching a filter (for example, changing the year) could unexpectedly shift the grid's size or formatting.

Sign-In & General​

• Pop-Up Windows Now Display Properly — Fixed pop-up windows inside the filter editor (like Add Member) that were taking over the entire screen. They now appear as normal, properly sized windows with a close button.
• Google Sign-In Always Uses Your Latest Login — Fixed a rare issue where clicking "Login with Google" could sign you in using an old, cached session even though you had just opened the Google login pop-up.

This release is all about polish — sharper consistency in Canvas filters and Matrix formulas, more reliable Form and Table behavior, a unified floating, dockable editor experience across dashboard widgets, and enabling the MCP to have delete operations with approval.

---

Fixes & Improvements 🛠️​

Canvases​

• Canvas widgets now reflow smoothly after being resized larger.
• All widget editors now share a consistent floating, dockable editing experience, with live updates as you configure a widget.
• For clarity, the "Datatable" widget is now called Data Model Pivot, and "Pivot Table" is now Relational Pivot — making the two easier to tell apart.

Canvas Filters​

• Filters now carry over seamlessly when toggling between dimension roles and non-dimension roles.
• Filter dropdowns now reliably honor Include Root, leaf-member, and tree parent selection settings.
• The Dimension Query Editor's Include Root behavior is now fully consistent.
• Filters now resolve variable dependencies more reliably.

Matrix​

• Validation rules now correctly handle percentage values.
• Matrix formulas can now reference column AA and beyond.

Table​

• Dropdown fields in Table widgets that reference a filter parameter or dashboard variable now populate correctly.
• Text color and formatting rules (bold, italics, underline, alignment) now apply per row in Table widgets, matching background color rules.

Form​

• Form widgets now clear out properly when switched to a scenario with no data.
• Field styles now apply correctly to Date and Dropdown fields.
• Decimal values entered in Form fields are now captured accurately, leading digit included.

Model Queries​

• Model queries that don't specify a measure now default to V_New instead of returning no results.
• Time-perspective dependencies now correctly suppress missing rows instead of surfacing them.
• Direct Join on one range will no longer leak into other ranges' header pairing

Calculations​

• Calc scripts and formulas now support this as shorthand for V_New in assignments — e.g. this = [Account].[Rent] * 0.1 instead of [New] = [Account].[Rent] * 0.1.

Security​

• Delete operations are now allowed through MCP, gated behind a dedicated permission scope that requires admin approval.

ERP Integrations​

• Save & Build now stays disabled for the duration of a run, preventing accidental concurrent runs.

Actions​

• Usernames are now matched case-insensitively when assigning an action to a user.

Scenarios​

• You are now able to create Forecast scenarios when there are no Forecast Segment Dimensions in the model

---

This release adds custom filters and consolidated save confirmations, helps the add-in remember your sign-in and tenant state, reduces screen flicker during data writes, and resolves several filter, grid, and named-range issues.

---

New Features & Major Enhancements 🚀​

Filters & Save Experience​

• Custom Filters — Added support for custom filters built from dimension queries, giving users more flexibility when defining filter sets.
• Consolidated Save Confirmations — Saving now shows one combined "data saved" message and one combined SQL trigger message instead of a separate popup per matrix query. Added English, French, and Romanian translations.

Sign-In & Tenant Experience​

• Ribbon Reflects Sign-In State — Ribbon buttons (Get Data, Send Data, Hide/Show Row, Hide/Show Column, etc.) now disable automatically when signed out, making it clear when data actions aren't available. "Show Task Pane" always stays enabled so users can sign in.
• Remembers Your Tenant — The add-in now remembers your last-used tenant per workbook, with a device-level fallback, so you don't need to reselect it every session.
• Auto-Refresh Toggle — A new ribbon toggle automatically refreshes data after Send Data completes, optionally including after related SQL triggers finish.

Performance & Architecture​

• Reduced screen and named-range flickering during data writes by consolidating Excel sync operations into fewer batch calls.

---

Fixes & Improvements 🛠️​

Filters​

• Dimension Query Filters Now Selectable — Fixed an issue where filters created from a Dimension Query didn't appear in the Model Query Editor's Add Member list, so they couldn't be inserted into a grid query.
• Cleaner Filter & Grid Deletion — Deleting a filter or grid no longer leaves behind orphaned named ranges or stale formatting. Adding a second filter to an already-filtered cell now shows a warning instead of silently overwriting the first.

Grids & Named Ranges​

• New Worksheet Grids Now Appear — Fixed an issue where a grid created on a newly added worksheet didn't show up in the "Grids on this sheet" panel.
• Named Ranges Resize Correctly — Editing a grid to return more or fewer rows now resizes its named range to match, instead of leaving it stuck at the old size.
• Accurate Get/Send Data Messages — Toasts now describe what actually happened (for example, "no grid found" or "saving is disabled for this grid") instead of generic success/failure messages.
• Reliable Named Range Tracking — Named ranges are now tracked by a stored ID rather than by name, so renaming or moving a range no longer breaks filter or grid refresh.
• Add Row/Column Fix — Fixed newly added rows or columns not displaying when the "Include Empty" option is disabled on a grid.

Sign-In & Sessions​

• Fixed Immediate Sign-Out After Login — Resolved an issue where some customers were signed out immediately after signing in, caused by overlapping session-expiry checks firing false logouts.

Add-in​

• Reduced Exposed URL from Dialogs — Dialog title bars no longer display the full query string, including the access token, improving privacy and security.
• Text Measures Save Correctly — Fixed text-type measures (such as v_notes) not saving when data was added via drag-and-drop or pasted JSON.

Maintenance​

• Bumped the Office Add-in manifest version to 1.0.0.4 so previously merged manifest changes are picked up by cached Excel clients.

---

This release expands how Una connects — both to AI tools and to source systems. MCP clients can now sign in with Google as well as Microsoft, and gain access to a wave of new tools covering help-docs search, reports, global variables, and variance analysis. On the integration side, a unified connection-management screen makes it easier to manage ERP connections, alongside deeper NetSuite support for FX rates and saved searches. Rounding out the release: Excel export support and a wide range of matrix, dashboard, and layout engine fixes.

---

New Features & Major Enhancements 🚀​

MCP & AI​

• Sign in with Google is now supported for MCP clients, alongside Microsoft — pick either from the quick-copy connector panel, and Una will default to whichever identity provider you already use to sign into the Portal.
• MCP tools expanded with several new capabilities: searching Una's help documentation, listing and reading reports, reading and setting global variables, running variance analysis, and validating a calc script before saving it.
• Admin tools for managing users and security groups are now available through MCP as well, governed by the same permission model as everywhere else in Una.

Agentic ERP Connectors​

• Admins can now create and edit Agentic ERP Connectors — including NetSuite and Campfire — from one screen in Settings → ERP. Credentials are masked after saving, and deleting a connection still in use now warns you first instead of failing.
• NetSuite integration now supports additional rate types, special account types, and cross-subsidiary transactions, with improved account-number handling, FX rates and pre-converted currency values, and data loads via NetSuite Saved Searches.

Layout Engine​

• The Layout Engine now supports exporting to Excel, in addition to PDF.

Canvas & Matrix​

• The Matrix widget editor can now be docked to the left, right, top, or bottom of the dashboard.
• The Model Query Editor now has a Variables section for linking dimension members to filters by drag and drop.
• Matrix and table interactions can now trigger workflows, calc scripts, or formulas through configurable triggers — set to run before or after a save, and passing along context like the changed dimension members and value.
• Pivot Tables now support adding and removing rows and columns, in addition to writing data back to the source.

Navigation​

• The Settings icon has moved from the top navigation bar to the bottom of the left navigation menu.

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Fixes & Improvements 🛠️​

Layout Engine​

• Fixed several PDF export issues

Matrix​

• Fixed misaligned internal and external hyperlinks.
• Dragging the fill handle now copies values into adjacent cells instead of clearing them.

Canvases​

• Canvases no longer error out when filters aren't set.
• Advanced filters now populate their dropdown correctly when created.
• {Global.CurrentPeriod} now works reliably as a default filter value.
• Widget copy/paste now works reliably.
• Filter URL parameters now match regardless of case.
• Custom SQL filters now appear correctly when dimension roles are enabled.
• Datatable filters now support selecting virtual members.

Table​

• Locked columns now correctly save their default value when a new row is added.
• Submodel tables now support search on inline dimension fields.

Model Query​

• Empty rows and columns are now correctly suppressed.
• Fixed a shared query issue where a Comments-style column would drop when the secondary range had no data.

Login​

• Fixed an endless error loop when a user's last remaining tenant is deleted or disabled.

Calculations​

• A calc script parameter can now resolve directly to its numeric value within an expression — e.g., [New] = @value.

Explorer​

• Fixed the description field showing the previous entry instead of the newly saved one.

---

This release brings Get Data and Send Data directly into the UnaXL ribbon, improves workbook performance through consolidated data storage, and resolves several filter and embedded webview issues.

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New Features & Major Enhancements 🚀​

Architecture​

• Workbook settings are now stored holistically and loaded into memory at startup, reducing the number of Excel refreshes required during a session and improving load performance on an ongoing basis.
• The add-in has been structurally reworked to avoid mutating unrelated interacting elements, which was previously triggering excessive Excel refreshes and causing instability.

Get Data & Send Data​

• Ribbon Access — Get Data and Send Data are now available directly from the UnaXL ribbon, making it faster to pull and push data without navigating through menus.
• SQL Script Triggering — Send Data can now trigger SQL scripts automatically, allowing custom logic to run as part of the data write-back process.
• Full Workbook Refresh — Get Data now refreshes the entire workbook in a single action, rather than requiring each sheet to be updated individually.
• Formula Protection — Get Data no longer overwrites cells that contain formulas, protecting custom calculations built on top of retrieved data.

Performance​

• Improved workbook performance by consolidating hidden-sheet storage and reducing the number of sync round-trips required during data operations.
• Legacy tenant sheet storage has been migrated to a new consolidated format, laying the groundwork for continued performance improvements to the Excel Add-in.

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Fixes & Improvements 🛠️​

Filters​

• Filter Trigger Removed — Triggering updates on changing filters was causing issues when multiple filters were used and doing unnecessary screen refreshes.
• Filter Toggle Fix — Fixed an issue where toggling filters on and off did not behave as expected.

Add-in​

• Column Formatting — An option to apply formatting based on the first cell in a column is now available and can be enabled in configurations.
• Webview Interaction Fix — Fixed drag-and-drop and text-selection issues inside embedded Office webviews, along with a related Trigger popup configuration fix.
• Text Measure Support — v_notes and other text-type measures can now be saved and retrieved, enabling text-based data to be used alongside numeric measures.
• Manifest Updates — Manifest updates ensure the new Get Data and Send Data ribbon buttons appear reliably across environments.

---

This release makes it faster to connect AI tools to Una over MCP — including a new ChatGPT quick-copy option — exposes Calculations to MCP for AI-assisted authoring, and delivers major performance improvements to Matrix. It also expands NetSuite integration flexibility, adds dimension member tags and per-dimension default security profiles, and continues progress on Report Books.

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New Features & Major Enhancements 🚀​

MCP & AI Integration​

• Connecting AI tools to Una over MCP is now faster to set up, with fewer manual configuration steps required behind the scenes. The Portal's quick-copy connector setup also adds a ready-to-use ChatGPT (Developer Mode) option, alongside the existing options for tools like Claude Code.
• MCP now exposes Calculations (calc scripts and formulas): agents can list, inspect, author, compile, and troubleshoot calculations directly, backed by an on-demand authoring guide covering syntax, scope/freeze/dense semantics, and the compile/validate loop.

Performance​

• Large matrices — including formula-heavy ones — are noticeably faster and stay responsive during heavy recalculation, instead of freezing the UI.
• Smarter audit logging for large data writes: Una now records only what actually changed, rather than logging every cell — so calc scripts and other bulk writes run faster without losing full traceability.

NetSuite / ERP​

• NetSuite syncs are faster and more reliable, with quicker balance calculations, more dependable incremental updates, and the option to scope an initial load to a specific posting period.
• The connector now supports a wider range of NetSuite setups — including custom dimensions, custom dimension member names, and account-name column variations — plus the ability to exclude non-standard segments from import.

Report Books​

• Continued progress on the new Report Books interface, including book-level parameters (Dimension or SQL-driven), the ability to promote a canvas filter to a reusable book parameter, and delivery configuration for Email, File System, and Slack/Teams outputs.
• Validation now flags reports with unresolved parameters or an incomplete delivery configuration before a Report Book can run.

Data Modeling & Security Settings​

• Member tags are now available on dimension and model query results, so tagged members can be identified directly from query output.
• Administrators can now set a default security profile for a dimension from Settings → Dimensions → Edit.

---

Fixes & Improvements 🛠️​

MCP​

• MCP connections no longer expire after about an hour, allowing users to stay signed in without needing to reconnect.

Settings​

• Metadata processing — including time-dimension processing — is now faster, especially for models with many time periods.

Layout Engine​

• Fixed several PDF export issues, including inconsistent AI widget snapshot rendering, whitespace and layout problems, and incorrect variable rendering in canvas exports.

Matrix​

• Row numbering is now continuous across pinned and center rows, instead of resetting.
• Column spaces are no longer placed incorrectly following a row space.
• Inline variance columns no longer shift to the wrong column when their paired data space is suppressed.

Canvases​

• Users can now save an empty canvas without hitting a "Bad Request" / "Update failed" error.

Workflows​

• Fixed a "Not Found" error when opening actions left orphaned after their parent workflow was deleted.
• Several workflow toolbox items now let you pick a staging table from a dropdown, instead of typing the table name manually.

---

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 — alongside a wide range of export, canvas, matrix, and file system fixes.

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New Features & Major Enhancements 🚀​

MCP​

• 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)​

• 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.

Matrix​

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

Dimension Security​

• 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 Builder​

• 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 Table​

• 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.

Canvas​

• 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 & Integrations​

• 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 🛠️​

MCP​

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

Canvas​

• 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 Engine​

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

Matrix​

• 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 — affected cells display as empty while the rest of the matrix evaluates correctly.

Hierarchies​

• 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.

Explorer​

• 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 Settings​

• 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.

Integrations​

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

ETL​

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

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This release delivers new capabilities across pivot tables, calculations, MCP, and the workflow engine, alongside significant stability improvements across Canvas, Dimension Roles, and the Global File System.

---

New Features & Major Enhancements 🚀​

MCP​

• MCP now supports running and writing model, SQL, dimension, and LID queries directly from connected AI clients.

Calculations​

• Formula enhancements — the calculation engine has been significantly expanded with new capabilities:
  • Aggregation of dynamic calc results — dependent members are now automatically included in aggregated values
  • Formula scoping — restrict when a formula triggers using the new scope panel
  • Cross-dimensional references — reference members from other dimensions directly in expressions
  • Time shifting — use lag() and lead() to reference prior or following time periods
  • On-demand and automatic execution — formulas can now be run on demand or triggered automatically when dependencies change

See the Formulas documentation for full details.

Pivot Table​

• Hidden fields are now supported in pivot tables, giving users more control over what is displayed.

Explorer​

• Users can now rename files directly from the left-side file explorer panel.
• Large zip imports now show a progress indicator instead of an indefinite spinner, providing visibility into long-running imports.

Workflow​

• Workflow context keys are now available for use in dynamic text fields, without any additional setup required — useful for passing context to activities like the AI Generator.

---

Fixes & Improvements 🛠️​

Canvas​

• Model is now changeable in View Mode.
• Fixed an issue where filter set changes were not saved when the Dashboard model was set to "By Role."
• Fixed an issue where newly added filters would not appear on the dashboard without "Advanced" configuration setup.
• Fixed a "No Matching Models" error that appeared when opening a dashboard through the Global File System.

Dimension Roles & Global File System​

• Fixed an issue where the selected model would not update correctly after enabling Dimension Roles in the model query.
• "Resolve Roles" action now works to resolve dimension roles and preserve filter links.
• Fixed {dimension.role} references not resolving when used inside parameter syntax for labels.
• Users can now set and manage permissions for files and folders in the Global File System.

Matrix​

• Fixed an issue where entering a value in a cell incorrectly set other empty cells in the row to 0.00.
• Fixed an issue where drilling down into certain parent nodes in a matrix would not expand to show child members.
• Fixed dimension role resolution producing hard-coded values instead of filter link syntax.
• The Line Item Detail (LID) option no longer appears in the context menu when the LID feature has not been enabled.
• Add Row/Column is now available in the context menu in View Mode, allowing users to add rows or columns without switching to edit mode.

Multi-dimensional Engine​

• Fixed V_Notes artificially aggregating with prior YTD periods when the perspective is set to MTD.
• Fixed writing to leaf members failing when @TimePerspective filter is used with MTD.
• Fixed an error occurring when using multiple column ranges with a Time Perspective.

Hierarchy Editor​

• Fixed a whitespace validation error that incorrectly blocked adding child nodes when no whitespace was present.

---

This release delivers major new agentic and AI capabilities across workflows, data management, and model building along with extensive stability and UX improvements throughout the platform.

---

New Features & Major Enhancements 🚀​

Matrix Editor Redesign​

• Spaces are highlighted on the matrix for clearer visual feedback when selected.
• When selecting a space, the relevant information (Data, Row Headers, Column Headers, Corner Headers) is shown in the matrix editor.
• Row numbers and column letters are now available in edit mode to make matrix setup easier.

Dashboard​

• When configuring a filter, a default value can be set for the it. This allows the data in the widgets to load immediately when opening a dashboard.

Workflow​

• A new AI Helper is now available on the Workflow page beside the toolbox, enabling users to build the structure of their workflows through natural language, reducing setup time.
• Users can now run or stop a workflow from view mode, without switching into edit mode.
• Azure Fabric pipeline integration is now available as a workflow data source and connection type.
• A new ERP Integration activity enables workflows to interact directly with connected ERP systems as part of an automation sequence.

MCP & Agentic Capabilities​

• Agentic ERP integrations are now supported, with incremental sync and dimension updates from NetSuite connections.
• Una now supports MCP authentication using OAuth 2.1, including multi-tenant support, enabling secure connections from external AI tools i.e. Claude.
• The MCP client configuration is available from the tenant modal making it faster to connect AI clients.

Staging Tables Enhancements​

• Users can now generate a staging table directly from an Excel file, streamlining data setup.
• Users can download an import template and import a flat file into a staging table from the UI.

Model Builder Enhancements​

• Reserved Tags are now supported in the Model Builder, automatically applying predefined tags to models so users no longer have to add them manually after a model is built.

Multiple Time Hierarchies​

• The Multi-Dimensional Engine now supports multiple time hierarchies in a single model query, enabling more advanced time-based analysis.
• @Timeperspective is now available as a virtual member in model queries. This enables different time perspectives across row and column ranges within the same dataset space, eliminating the need to create separate spaces for each perspective.

Relational Planning​

• Pivot tables now support data write-back, allowing users to edit and save cell values directly back to the source. Write-back applies to non-aggregated data, and users can control whether data writing is enabled or disabled depending on what is displayed.

Notifications​

• Users will now receive an in-app notification when new actions are assigned to them, so nothing falls through the cracks.
• Added ability to toggle disable/enable push notifications.

AI Widget​

• AI widgets can now refresh when data is saved to a matrix. This allows them to be used in data input canvas rather than just for reporting.

Layout Engine (Beta)​

• Users can now export a dashboard to a PDF as requested.

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Fixes & Improvements 🛠️​

Matrix​

• Fixed internal hyperlinks being broken and unable to open the file path explorer.
• Fixed copy/pasting JSON code from the Advanced editor in one matrix to another resulting in "no rows to show."
• Fixed Drill Up on a parent column not correctly collapsing nested drill-downs below it.

Hierarchy Editor​

• Fixed Cut + Paste as Child onto self deleting the member instead of moving it.
• Fixed Alternate Hierarchy Operator and Tag fields not being independently editable from the Primary Hierarchy.
• Fixed the "Name already exists" error appearing incorrectly in the Alternate Hierarchy editor.
• Default operator is now + when creating a new dimension member.

Datatable​

• Fixed Drill Up not working in the Datatable widget.

Staging Tables​

• Fixed adding columns to a staging table not updating the corresponding import definition history table.

Import Definitions​

• A client-facing warning is now shown when a slicer is set to "Everything" and when a dimension slicer is not configured in Import Definitions, reducing the risk of unintended data selection.