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Changelog byAnnounceKit

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new
2 years ago

Introducing List-Specific Permissions

When you create a Role, you can now designate the lists on which the Add, Remove, or Reorder List items permissions will be applied. 

This feature enables you to create Roles that have editing capabilities for specific lists while excluding others. 

As this is a configuration setting at the Role level, we recommend creating a new Role for each distinct permission configuration.  


Avatar of authorSyuen Loh
Improvement
2 years ago

Break down by property!

Breaking news! We have expanded the functionality of Break down by to be able to break down Metrics by a List property with a data type of Dimension. 

Use the Break down by feature to adjust the view of a Metric within a Table so that you can see more details on the lists or dimensions that make up that calculation.



Avatar of authorCarole Decoeur
Improvement
2 years ago

Drill to data source just replaced Drill to Transaction

Drill to Transaction has been replaced with Drill to Source, which now encompasses two new additions of Metrics and Dimensions lists as sources.  Now you can easily identify the source data used in a calculation that originated in Dimension lists and Metrics. 

Right-click on a cell and select Drill to source, from there you can choose the block type you wish to dive deeper into. 

Through the use of automatically set page selectors, you will view all the Metric cells, or Transactions/Dimensions list items that were used in that cell's calculation. 

Avatar of authorPierre Van Roy
Improvement
2 years ago

Expanded Autosave functionality!

Last week we let you know about the exciting new updates to the Autosave functionality and its impact on Sheet View. 

Well, today is the big day.  Now you can disable Autosave at the Block level, allowing Members to wait until they are done inputting to save and sync those changes with the rest of the model. 

This block-level setting will remain consistent across all views sourced from it and across all Members.  


Avatar of authorCarole Decoeur
Improvement
2 years ago

Board Access Page

We have improved our Roles, permissions & access page to have two sections dedicated to managing Board access. Now Members with the Define Application Security permission, will be able to view all Boards access by Member and Board within an application.  You can even see the level of the Board permission!  

So many great updates, you'll never get bored.


Avatar of authorSyuen Loh
ImprovementAnnouncement
2 years ago

Changes impacting Sheet View and Autosave coming soon.

On Friday, April 14th, there will be changes coming to the Autosave functionality that will impact how Members interact with Sheet View. 

Currently, Members must save data inputs when working in Sheet View because Autosave is turned off by default.  

After the 14th, Sheet View's Autosave default will turn to On. This means Members will no longer have to save their inputs to sync their changes with the rest of the model!  

Autosave will also become a block-level setting that will apply to all instances where that block is used, meaning that when Members will input on such blocks used in Boards, they will be able to bundle those inputs.  

Please read our FAQ about these upcoming changes 

Avatar of authorChris
Improvement
2 years ago

SUM with Show value as and Calculated Items

We have added SUM thing new to our Show value as and Calculated Item calculations. Now you can add together two Metrics using Show Value as or two items or item groups with Calculated items.



Avatar of authorAndrea Benet
new
2 years ago

New Finance functions - IRR and XIRR

We are happy to announce two new finance functions! 

IRR (Internal rate of return) and XIRR are used to analyze the rate of return for an investment.  

These two new functions paired with NPV and XNPV can be used to formulaically analyze future investments verse trusting your gut and ending up with 1000 Beanie Babies.


Avatar of authorJulien Paroche
new
2 years ago

Formula Wizard is here!

The new Formula Wizard, located in the Formula playground, guides you from a Transaction list to Metric results in four easy steps. This is a great way to add structure to a Transaction list to gain insights and master the BY modifier at the same time. 

*Pointy hat and wand not included.

**Don't tell your boss you are a wizard on a playground. 


Avatar of authorPierre Van Roy
new
2 years ago

Export Charts and other widgets as PNG!

Now all Members can export Board widgets as PNGs to be able to easily add to your reporting presentation.  You can also copy the widget to your clipboard as a PNG for faster use. Simply hover over a widget, then select the more options button (...) to access to Copy to clipboard an Export as PNG options.



Avatar of authorAndrea Benet