Release notes

We use automated processes that enable us to release new features to our application on an ongoing basis. There are no preset release dates, we release new features and improvements as soon as they are ready and tested. We will ensure that your existing configuration and data are never adversely affected by any release.

This page includes only the major releases that contain visible improvements to users. Minor releases are not mentioned as they contain only technical or server-side improvements.

Release 312 - November 22, 2020

New features:
  • We added a new column type Period to data sets.
  • We added more styling options for cell borders in models.
Improvements:
  • Better cell formatting and styles in models
  • We made 20+ small improvements to existing functionality

Release 311 - September 25, 2020

New features:
  • You can now add embedded charts and images into models.
  • We added a field Process in the Groups option which you can use to create a menu navigation that follows you user processes, as an alternative to the "Analyze" menu. You can hide or show the "Process" and "Analyze" menu in user role permissions.
  • New window "Review user roles" in Users and User roles to check users, user roles, and permissions.
  • We added new functions: ACCRUE, SUMPRODUCTIF, YEARRANGE, YEARS, NUMRANGE, DISTINCT, WRAP, UNWRAP, ISPERIOD, PERIOD445, ROLE.
  • We enhanced the LINK function to support navigation (e.g. for drilldown into details) between reports and models.
  • We have added options to the MONTH and QUARTER functions.
  • We added additional parameters to PERIODSUM: MOV, MOVP, LY.MOV, LY.MOVP, OPEN, and LY.OPEN to report movements over a given period (i.e. the difference between opening and closing balance), or to retrieve opening balance (i.e. the closing balances of the preceeding year). We also improved the ROLL parameter to report rolling numbers both backward and forward.
  • We added an additional parameter to PERIODNAME to return the period number within the year.
  • You can now set query editors to allow users to enter new values.
  • We added more features for custom cell formatting in models.
  • We added a new field type in report filters and report layouts (multi-combo) to enable filter fields that are multi-select and offer type-ahead functionality.
  • We added a new option Keep silent in import queries in models to suppress user notifications.
Improvements:
  • Better cell formatting and styles in models
  • We improved the inbound API connectors and added more systems.
  • We enhanced the spreadsheet component in numerous ways, and made it faster.
  • We made 30+ small improvements to existing functionality
  • We upgraded the database and the server capacity
  • We expanded and re-styled our Help center and website

Release 310 - Oct 25, 2019

New features:
  • We added Excel queries which enables you to build dynamic Excel workbooks that will refresh their data at any time from your online data sets, without having to login.
  • We added configurable color scales for KPI gauges, bullet charts, and scorecards, and improved the rendering of charts with negative values.
  • We added new functions: EDATE, DAYS360, SOYEAR, EOYEAR, DATERANGE, WORKDAY, NETWORKDAYS, CELLVALUE, SLIDER, and we enhanced the ICON and SAVEACTION functions.
  • We added additional parameters to PERIODSUM: PTD and LY.PTD to report Period-to-date numbers for this year and last year.
  • We added additional parameters to DATERANGE and PERIODRANGE to check if a given date or period occurs within a future range of dates or periods.
  • We improved the inbound API connectors and added more systems.
  • We enhanced the spreadsheet component in numerous ways. It's faster and more robust than ever. It now color codes the cells referenced in formulas whilst you are editing.
  • We enhanced the exports to PDF and Excel in terms of layout.
  • We added a option to create new objects from standard templates.
  • We improved existing and added new API connectors to other systems. We added configuration flags and self-discovery of data to enable even more flexibility in defining imports.
Improvements:
  • Better cell formatting and styles in models
  • We made 20+ small improvements to existing functionality
  • We upgraded the database and the server capacity
  • We did lots of updates in our Help center

Release 309 - Mar 20, 2019

New features:
  • We added a new field for custom rights in Define User Roles. Used in combination with the PERMIT() funtion this enables you to build granular custom authorisation in reports and models.
  • We added new functions: ICON, IFERROR, PERMIT, and PREVIOUS.
  • We extended data filters in Define User Roles, and you can now create separate filters for view and save actions. This enables you to define more granular controls over your data.
  • We improved the import of CSV files. It is now faster and deals with more scenarios.
  • New option in imports to abort the entire import if empty values are found.
  • Queries in models can now be added by copying an existing query.
  • Clearer tooltips across the entire application.
  • Number formats are included in the exports to Excel.
Improvements:
  • Various improvements in the design of all pages
  • Better cell formatting and styles in models
  • We made 30+ small improvements to existing functionality
  • We upgraded the database and the server capacity
  • Improvements in exporting data to Excel and PDF

Release 308 - Jan 3, 2019

New features:
  • XLReporting has been given a completely new design.
  • You can add comments to cells in models, and lock cells when defining models.
  • In models you can now choose fonts, set decimals, and the date and number formatting has been improved.
  • In Run Models you can use formules whilst entering numerical data.
  • We have added a new report type called Treemap, and improved the Scorecard layout.
  • You can define a global currency for your tenant, which can be set as the default number format in all reports and models.
  • Object scripts are now event-based, giving you more access over data and presentation.
  • We improved the detail and filter features of the activity log, making it easier to audit the use of XLReporting.
  • We removed the option Replace using filters in Define models - import queries. The default behaviour is now that imports will always use the filter values on the selected column(s) (e.g. SELECT, SELECTED, or fixed values) if these are defined, or else the realtime values in the source data, to replace or delete existing data.
  • The description in Define objects can now contain basic html tags to format the text, as well as functions to include dynamic information in the text that is shown to users.
  • We extended the features of the LINK function, which you can now use to define custom menu navigation within models, and build user navigation between objects. The new feature enables you to build custom menus which you can then add to dashboards.
  • We added 2 new parameters NEXT and LY.NEXT, and improved the ROLL parameter, for the PERIODSUM function.
  • We added 6 new functions: WEBVIEW, JSON, ISERROR, LOCKCOLUMN, SAVEACTION, and HELP.
  • New feature Transfer objects to export and import object definitions.
Improvements:
  • We made 50+ small improvements to existing functionality
  • We upgraded the database and the server capacity
  • Improvements to exporting data to Excel, PDF, and printing

Release 307 - Jan 22, 2018

New features:
  • You can now mark imports as In batch, which ensures they can only be run as part of import batches.
  • You can now assign a color to every group in Account - Groups, which changes the page header color on all items that belong to that group. This makes user navigation more intuitive.
  • Replace data using filter values in Define imports and Define models - import queries gives you more control over how to selectively replace data.
  • Define custom functions in Account - Settings which you can use in any expression across all your objects.
  • Report and query filters can now include functions, formulas, and calculations.
  • We have added new functions: COUNTROWS, PERCENT, RECALC, REPEAT, SORT, TOPX.
Improvements:
  • We made 60+ small improvements to existing functionality
  • We upgraded the database and increased the server capacity
  • Improvements to exporting data to Excel and PDF, and printing
  • Improvements to the popup editor for expressions, formulas, and filters
  • Improvements to the UI and its presentation on tablets

Release 306 - Oct 10, 2017

New features:
  • You can now create Import batches in Define Models which enables you to automatically run related imports every time the Save button is clicked in Run Models.
  • The SELECT() function now has new optional parameters enabling you to define and filter the list of values that will be shown for user selection. The list of values can now be obtained from any other data set and can be filtered on-demand. By using SELECTED() in filters you can create cascading selections (i.e. list of values can be filtered based on other selected values).
  • A new popup editor for convert and filter expressions in reports and queries, and similarly for cell formulas in models, makes it much easier to work with functions, expressions, and field values. This popup window also shows brief help documentation on every function.
  • We have added additional permissions ("Clear all data", "Export data", and "Access API") in Define data sets to give you more granular control over your data.
  • We have added additional permissions ("Edit layout, "Save model", "Export data" and "Access console") in Define User roles to give you more granular control over what users are allowed to do.
  • We have added more new functions: COMPOUND, CONVERT, FVSCHEDULE, DAYNUM.
Improvements:
  • Significant performance improvements in generating reports and models
  • Changes in the definition of selection parameters are now immediately reflected in Define Imports, Define Reports, and Define Models.
  • When clicking the Save button in Run Models, all editable sheets are now saved in one single action.
  • Exports to Excel now include cell formats and colors.
  • Dropdown date pickers now also accept manually entered dates
  • Various small usability improvements

Release 305 - Sep 12, 2017

New features:
  • You can now create Import batches which enables you to run multiple imports as one single action.
  • Report queries in models now have dynamic subtotals, which -when combined with editors and formulas- enables you to build highly interactive models.
  • New option Subtotalise adjacent columns in Define Models for report queries.
  • New options Review query in Define Models to help you review how queries are being used across the model.
  • In Define models, when saving, validation is performed on the usage of queries by cell editors and cell functions.
  • A new option to dynamically hide or show the Save button in Run Models, which you can trigger by some logic in your model.
  • Publish dashboards to user roles as well as to individual users.
  • Additional rights in user roles that determine whether users can edit or publish dashboards.
  • New option Transfer objects to export the configuration of objects to a file.
  • We have added more new functions: COMPARE, ROWNUM, DEPRECIATE, HIDESAVE, ADDRESS, INDIRECT, PERIODRANGE, COUNTDISTINCT, TRANSPOSE.
Improvements:
  • Upgraded the web libraries and database server
  • Multiple optimisations in data imports, report generation, and models
  • We have added more tooltips to various popup windows
  • Various small usability improvements

Release 304 - Aug 21, 2017

New features:
  • The SELECT() function in report and query filters now has an optional parameter to specify whether the selection is optional or mandatory, and whether it is singleselect or multiselect (read more).
  • The selected values on your dashboard are retained if you click Save.
  • Model sheets can be re-ordered and copied.
  • Dynamic filtering of dropdown editors.
  • New option "All next columns" when transposing data in import files.
  • We added new functions: QUARTER, DEGREES, RADIANS, LABEL, GUID, PENSIONDATE.
  • The functions WEEKDAY, MONTH, QUARTER now have an optional parameter to return configurable text labels.
Improvements:
  • Improvements in editing and formatting of dates and numbers in models
  • Dates are automatically formatted in models when entered
  • Models are being generated much faster

Release 303 - Jul 31, 2017

New features:
  • We have added over 85 new functions for powerful functionality in reports, imports, models, whilst at the same time offering maximum compatibility with Microsoft Excel:

    DATEDIF, DATEVALUE, TIMEVALUE
    DAYSWITHIN, PERIODSWITHIN
    FIRSTDATE, LASTDATE
    HOUR, MINUTE, SECOND
    SOMONTH, EOMONTH
    FIRSTVALUE, LASTVALUE
    DCOUNTA, DRANGE
    HLOOKUP, VLOOKUP
    SUMPRODUCT, SUMSQ
    CEILING, FLOOR
    FIND, EXTRACT, INDEX
    COLUMNS, ROWS
    CELLS, RANK
    EVEN, ODD
    AND, OR, XOR
    IFS, ISTEXT
    FIXED, NOT
    ISBOOLEAN, ISTRUE
    COUNTBETWEEN
    RANDBETWEEN
    WEBSERVICE
    MEDIAN, MODE
    FV, PV
    NPV, RRI
    EFFECT, NOMINAL
    FORECAST
    VARP, STDEVP
    FACT, EXP, PI
    LN, LN10
    LOG, LOG10
    COS, COSH, ACOS, ACOSH
    SIN, SINH, ASIN, ASINH
    TAN, TANH, ATAN, ATAN2, ATANH
    USER, TENANT, OBJECT
    HIDECOLUMN, HIDEROW
    ROWACTION
    TOOLTIP
    STRIP
    GETPERIOD

  • You can now include data queries in Planner cell editors to use data-driven and dynamic planning patterns.
  • The DLIST function has been renamed to DINDEX for more consistency.
  • New option to update or upsert existing data in imports and import queries.
  • In Define data sets you can now visually select and clear data rows.
  • In Define data sets you can now export all data rows, even for large data sets.
  • New option to Publish dashboards to other users.
  • We added additional account security settings in Account - Settings.
  • New API endpoint to clear selected data rows from a data set.
Improvements:
  • We have completely redeveloped the dashboard pages. They now offer better layout possibilities and a more stable look & feel.
  • Various usability improvements to models.
  • We have improved the auto-scaling of charts and gauges.
  • In Define models, the preview of query data is improved.
  • In Define models - import queries, convert and filter expressions can now reference any source column in your model.
  • In Define models, we have expanded the number of toolbar buttons to give more one-click access to functions.
  • The DAYS and PERIODS functions (and their new counterparts DAYSWITHIN and PERIODSWITHIN) can now accept either full dates, periods, or years as parameters.

Release 302 - Jun 10, 2017

New features:
  • Added new functions: ROUNDUP, ROUNDDOWN, CLEAN, VALUE.
  • Added new query functions: DVALUE, DCOLUMNS, and DROWS. These functions (in combination with queries) enable you to build extremely powerful and dynamic models.
  • Define models: new QUERY(ID, range) function which binds a report query to a cell range in a model. This replaces the previous "QUERY: name" placeholder.
  • Define models: a new option for Import queries "when empty values" enables you to either skip entire rows when a field is empty, or repeat the values from the previous row (which is useful if your model data is grouped).
  • Define models: you can now create cell formulas with references to cells in other sheets. The syntax is identical to Excel: sheet!cell (for example: =Sheet1!A1 * 100).
  • Export data or print: this rewritten option enables you to export data to Excel, CSV, JSON, PDF, or PNG, as well as print a report, chart, or model in an optimized manner (choosing paper size and orientation, hiding all navigation emements, and rendering the content in an optimized way).
  • Settings: new settings for date and number format. This replaces the previous "Regional settings" as it allows better control over formatting of data.
Improvements:
  • Various usability improvements to models.
  • Various improvements to functions, and alignment of syntax and parameters to the functions used in Microsoft Excel.
  • Improvements to rendering of charts.