March20 Release Notes
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March20 Release Notes

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Article summary

Enhancements to Application Behavior

Dashboards

  • The Bridge waterfall chart will display the endpoint starting from 0 (X-axis) instead of the preceding value.

Note:
The endpoint value is a cumulative sum of the preceding members irrespective of the roll-up operators defined for the members in the hierarchy.

Reports: Automatic Data Refresh Enabled for Actual Data Templates (PREVIEW)

This opt-in feature is being released for PREVIEW only! It will be available to be enabled in the Sandbox environment.

With this release, Automatic Data Refresh is now triggered whenever you update data in Actual Data Templates.

Dashboards: Dynamic Planning Dimensions Now Supported in Global Filters

With this release, the Dynamic Planning dimensions are available as global filters in Dashboards. You can now use the Dynamic Planning dimensions as filters across the applicable charts. Every model contains a different set of dimensions, so all the dimensions under respective models are available under global filters. Additionally, Substitution variables are also available.

Note:
The Dynamic Planning dimensions are unique for each model. You cannot use a dimension across different models.

When you add a dimension, the different models are available in the drop-down list, as shown in the image.

You can select the required dimensions from the Pick list to filter the applicable charts as displayed in the image.

Note:
All the existing and newly created dashboards will display the Dynamic Planning dimensions under global filters.

Prior to this release, dimensions of the Financial, Scorecard, and Workforce Reporting Areas were available as global filters.

All members selected from Member selector are displayed in the Pick list. You can select the required member as a global filter. The last selected filter from the Pick list is retained when you log in the next time.

The Dynamic Planning global filters are retained when you Refresh, Save, Duplicate, Share, or Export a Dashboard. The Code and Label display applies to the Dynamic Planning dimensions as well.

Best Practice

  • We recommend you to create a Dashboard for a single Reporting area or model to view accurate results using global filters.

Ability to Select Multiple Members Under a Dynamic Planning Dimension

Now, you have the ability to select multiple members of a dimension on a Chart filter in the Model Reporting area. You can select multiple members from the member selector. Additionally, you can filter members using the Pick list drop-down list.


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