2.3.1 Modeling Release Notes, December

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This release does not require existing users to upgrade their client software. The SpotlightXL Add-in was not changed in this release.

Integration Administration Enhancements:

Ability to Use Clear Model with HACPM_Financial

API:

API to Return the Current or Last Status of a Calculation Script Run

Web-Based Model Manager:

We have fixed some known issues in the Dimension Browser hierarchy management functionality, and the known issues list has been updated.

Known Issues

Ability to Use Clear Model with HACPM_Financial

This feature is available only in Excel via a menu command and is only for Administrator users.

If you integrate with Planful Planning, Consolidation, and Reporting applications, you use the HACPM_Financial source model as an intermediary step to store financial data. You download data into HACPM_Financial and then use a map to copy the data into a Master model. After you have copied data into the Master model, you may not need it anymore. In this release, you can use the Clear Model menu command to clear data from HACPM_Financial.

For example, when you first set up your Master model, you may choose to download the last 5 years of Actuals data from Planful applications. After that, you will regularly download only this year's Actuals and Forecast data and next year's Budget data. The 5 years of older Actuals data is no longer needed in HACPM_Financial.

Select Manage, Application Administration, Application Statistics. You see that HACPM_Financial is a source model and contains data.

Select Model, Setup, then select HACPM_Financial from the Model drop-down. Notice that HACPM_Financial is a Source model.
Click Clear Model and then confirm that you want to clear the data.

After clearing the model, note that the model is still Generated. This is different than clearing a Master or Analytic model.
Select Manage, Application Administration, Application Statistics. You see that HACPM_Financial now contains no data.

Note:

Clear Model for HACPM_Financial works only with the menu command in SpotlightXL. It is not available within a calculation nor in the Web Model Manager.

API to Return the Current or Last Status of a Calculation Script Run

A new API is available to determine the current status and the last status of the running of a calculation script:

<run-calcscript-payload>
<calcscript-status>

The API returns the following status:

For current status: the response is "in progress" or "not running"
For last status: the response is "success" or "failed"

Known Issues

B-254	Delete and update hierarchy are not working in combination.
B-252	Clear HACPM_Financial data returns the Setup screen to New Model.
B-201	Model Manager: Add modified by field to model properties.
B-196	Model Manager: Validate models with special characters.
B-191	Model Manager: Dimensions with root member other than ~ rollup operator will show as ~ in hierarchy management.
B-160	Model Manager: Dimension Browser does not preserve order of hierarchy.
B-148	Model Manager: Group Access changes are not tracked in Model Activity.
B-147	Model Manager: List View Sort + Selection is performing some sort of double sort
K-117	Support Append member in a generated model
K-115	Implement support for UTC offset in fractional hours.
K-105	User can append dimension members to leaf member, converting it to rollup.
3080	In some cases, strange artifacts appear on screen in Excel while saving a large report with freeze pane.
2971	Breakback does not hold the cells on the report which are locked.
2873	Breakback on rollup value from negative to positive may yield weird or incorrect results.
2611	Cascade Reports will not work as expected if the user deletes a Dimension or an Attribute from the Model.
2492	If a report which is saved in an excel work book(offline) is renamed then users need to reload that report into the Excel workbook. Best practice is to refresh all reports in the saved workbook before renaming any report.
2421	Excel "Compatibility Mode" is Unsupported
2354	Snapshot email link will not work for users with SSO integration if they are not logged into the application. As a workaround they should log into the application and then access the Snapshot email link.
2276	If user makes any changes to the report (ex:- formatting, adding rows or columns, deleting rows or columns) after running it and then take a Snapshot then user will not see all the changes made to the report and in some cases the snapshot will look weird. We recommend users to take Snapshots without making any changes to changes to the report after its executed
2113	Integration between Planning & Modeling applications from web interface is best supported in Google Chrome browser. Users cannot navigate from Planning to Modeling if Internet Explorer compatibility mode is turned on.
2080	If users are using Firefox browser, right clicking an item in the Folder structure may display an incorrect menu.
1845	If POV member defined is removed or renamed, it cannot be fixed in report design mode and error is displayed.
1492	Using special characters for the model name results in errors.
1464	When suppress rows/columns is enabled, If Dimension Members and Data Intersection are available in same column/row in a report then dimension members will be suppressed along with data intersections.
1457	In some cases Suppress blank rows/columns is not working as expected when Groups are expanded in the report.
1455	Suppress blank rows/columns is not supported in Spotlight (i.e. Web Interface).
1454	In Some cases Suppress blank rows / columns is not working as expected if groups and freeze panes are enabled in the Report.
1446	Unable to navigate to Design View after rename or remove HostAnalyze worksheet.
1406	Excel 2016 charts containing 3D Clustered Column, 3D Stacked Column, or 3D Stacked Bar are not supported.
1322	Unable to cascade with substitution variables.
1321	Substitution variables are not working as expected in Cascade Report.
1273	Cascade Report has inconsistencies with Filters.
1144	Freeze Panes location should not be outside of the sheet viewable range.
687	Modified Report definition by removing months column still retain after Refresh.

The following issues are specific to Excel-based Reporting.

3161	Substitution variable override is not supported for worksheet with use of both display label and code settings
2518	Reviewer user has no access to Publish Excel-based reports.
2302	If there are any Snapshots in the workbook then Convert Entire Workbook option will not convert the workbook.
2199	Filter member options are not available if only 1 cell from a model exists, in formatted report and EBR.
2097	When using Design Manager, Update button is enabled only after entering a valid New Value and hitting enter.
1887	It takes over 1 - 3 min to open 22 MB Excel workbook.
1755	Locking / Scaling is not applied when converting a Formatted Report to Excel-based Report.
1699	It may takes up to couple of hours to Capture Entire Workbook with 30 worksheets and ~7000 data cells or more cells
1698	Message shows 'Please contact administrator...' when select Refresh after session timeout.
1683	Specifying a relative cell address to a cell in another tab in EBR creates an absolute cell address.
1672	Provide an option to reset the Excel workbook so users can upload using a different Report Template.
1624	Unable to download the same report as it is being used by another process.
1550	Errors when Capture Data as SpotlightXL Formulas with a cascade report while in Design mode.

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Fall 17 Release Notes

Table of contents

Ability to Use Clear Model with HACPM_Financial
API to Return the Current or Last Status of a Calculation Script Run
Known Issues