canvasplanning:releasenotes

Planner Builds

Information on added functionality and bug fixes.


This update adds the following:

  • Excel Addin – The Report Wizard options dialog boxes which have Next and Prev buttons now include Breadcrumbs just above the navigation buttons. Breadcrumbs show all of the steps for a node and allow the user to navigate directly to any step with one click (Note: This allows users to do things such as select a dimension for a Member node and then go directly to the Slicer step.)

This update fixes the following:

  • Excel Addin, Web Services – The Client Update should be more consistent in Enterprise network/computer environments with improved error handling and messages to the user.


This update adds the following:

  • Excel Addin – The Report Wizard dialog box can now be resized by the user. This allows users to enlarge the dialog box to aid in editing of large reports.

This update fixes the following:

  • Excel Addin – In the Member Selector, when Copy Down or Copy Across is selected, the Select Children and Select Leaves now work correctly even if the children have not yet been expanded.
  • Excel Addin – Member Selection and Report Wizard dialog boxes adjust more gracefully to various Windows screen scale settings. These settings have become common on new laptops with high resolution screens.


This update fixes the following:

  • Excel Addin – The version check based on the minimum version setting in the Modeler was not working in all cases. For instance, a v4 client was passing the version setting to force all clients to upgrade to v5. (Note: To force prior v4 clients containing this bug to upgrade to v5, set the Modeler to a minimum version of 5.2.5026. This will force old clients to pop up the upgrade dialog box.)
  • Excel Addin – In the Data Manager, the embedded Member Selector tree view controls will now display the correct name/description for all members. In some environments the embedded Member Selector tree view would display some invalid characters or completely invalid name/description.


This update fixes the following:

  • Excel Addin – The Member Selector tree view controls will now display the correct name/description for all members. In some environments the Member Selector tree view would display some invalid characters or completely invalid name/description.
  • Server install – When installing on a server running SQL 2019, the correct version of the Callisto Service and CLRptService are now installed.


This update fixes the following:

  • Excel Addin – In the Data Manager the Search button works again.
  • Excel Addin – In the Member Selector the Search button will select and display Member View members correctly.


This update fixes the following:

  • Web Services, Browser – Member View hierarchies are now available in the browser.
  • Web Services – In the Modeler, creating a new dimension will no longer encounter an invalid error message.


This update fixes the following:

  • Excel Addin – A member view hierarchy containing members with a quotation mark rendered in a report will no longer break the report definition for the report editor.


This update fixes the following:

  • Excel Addin – In the Member Selector dialog box all members in Member Views should now display correctly. Some members were blank before this fix.
  • Excel Addin – Investigations on Member View hierarchies will now perform further investigations on the result rows from a prior Investigation.


This update fixes the following:

  • Excel Addin – Excel could fail to resolve some List members from a View properly, and those nodes would not display any data. All List members should now be properly resolved and display data for all nodes.

This update fixes the following:

  • Modeler – Error message is now displayed when running incorrect version of the Modeler for the server.
  • Web Services – Excel will no longer display message “OlapExecute: Timeout expired. The timeout period elapsed prior to obtaining a connection from the pool. This may have occurred because all pooled connections were in use and max pool size was reached.” in some circumstances after multiple refreshes of large complex reports.
  • Excel Addin – In the Member Selector repeated expanding/collapsing of nodes will no longer add duplicate members in the tree.


This update adds the following:

  • Excel Addin – For the Data Manager Run Rules, the display of skipped members has been improved to always display all skipped members with a scroll bar. Items in the list can be copied with standard windows copy/paste to other programs such as Notepad.
  • Excel Addin – For the Data Manager Load Data, the table of load data is now validated to ensure each dimension only occurs in the table structure once. If a dimension occurs in multiple times rows and/or columns an error occurs with the error message “Error in data table. Dimension “dim_name” defined multiple times.”

This update fixes the following:

  • Excel Addin – In the Report Wizard when using the Copy button to copy, a report the dialog box has been modified to accommodate long file names.


This update fixes the following:

  • Excel Addin – In the Current View Member Selector property filters work correctly again.


This update fixes the following:

  • Excel Addin – In the Data Manager on the Run Rules tab, if a user does not select members for any of the rule parameters, they will be prompted to select members before the request can be submitted.
  • Business Rule Library – Setting a valid Property Filter in the Multiply and Divide rules will no longer cause an error.
  • Web Services – Member Views on non secure dimensions will no longer be empty in Excel.


This update fixes the following:

  • Modeler – In the Dimension editor when making a change to fields on the Summary tab, users will be prompted to load Members before allowing a Check In to take place.
  • Web Services – Corrected incorrect menu for mobile UI after opening a report from the Report Library.
  • Web Services – Export/Extract operations will work properly for dimension members with member properties containing null values in the sql tables. This condition can occur with some ETL processes. (Note: The original fix for this caused problems opening a dimension in the Modeler when member properties had null values in the underlying sql table.)
  • Modeler – Create Property is faster on very large dimensions.


This update fixes the following:

  • Modeler – Workflow editor was not detecting changes to property values correctly to prompt for saving changes on Check In or closing the Workflow editor. Now all changes should result in prompts to save changes.
  • Excel Addin – In Data Manager/Load when a user selects “Clear a data region based on the data to be loaded” the error “DataUpdater.ClearData Object reference not set to an instance of an object.” will no longer occur.
  • Web Services – Selecting an entry from the Bookmark History now correctly changes the CV again.
  • Web Services – When opening a Dashboard, library reports are now initially displayed correctly on the Dashboard using ShortDesc for headings if available.


This update fixes the following:

  • Web Services – Workflows with no Status Model assigned will no longer cause an error when a user selects “Start Cycle” from the Assignments dialog in Excel.
  • CLRptSerice – Report rendering in the browser now positions report titles over report body when charts are positioned on the Left.
  • Web Services – When editing reports, Embedded Bookmarks changes are now saved and operate consistently.
  • Web Services – Investigator now opens correctly again for cells created by prior Investigations.


This update fixes the following:

  • Web Services, CLRptService –
    • Graphs now display for reports opened from the Shared Report Library.
    • Invesigator no longer opens when click on headings.
    • Line thickness should save consistently in the Quick Editor.
    • Embedded bookmarks – When user clicks the Home (P3) icon, any open report will close it’s embedded bookmark.
    • Using Quick Edit for chart objects now presents a menu with “Save” and “Save as” options. “Save” saves the report back to the Dashboard and sets the changed flag on the Dashboard. “Save as” opens the Report Library to save a copy of the report.
    • Cell format – Dark Red background now works.


This update fixes the following:

  • Web Services, CLRptService – Bookmarks now work in the web.
  • Web Services – CV filters now work.
  • Web Services – Reports with embedded bookmarks that do NOT use Application variables will now open from the library in the browser.


This update adds the following:

  • Modeler, Web Services – Added Activity Log to track and report on user activity.
  • Excel Addin, CLRptService – Added @CLSCALE system variable. This returns the report number scale description.
  • Excel Addin, Modeler – Added support for application level Startup Workbook. When a Startup Workbook is configured it overrides any model level Startup Workbook.
  • Excel Addin – The book publisher now supports Publish to tabs with multiple Sections publishing to the same workbook. When Publish to tabs is set for the book, then when multiple contiguous sections specify the same Publish to Workbook name, all sections will be published to the same workbook.
  • Excel Addin, Web Services – Added ability to revert to the old V3 logon method using local dimension cache files within the AppData folder. To revert, manually edit the “…\CLService\AppData\callisto.txt” file to add the “V3Logon” parameter as shown below. Leave all other parameters to the “configuration” node unchanged.
    • <configuration … V3Logon=“1”>

This update fixes the following:

  • Modeler – In the dimension editor, a warning is issued before saving a dimension if there is an empty hierarchy defined.
  • Modeler – The dimension editor opens to the summary tab quickly. The full dimension contents are not retrieved until the Members or Hierarchies tab is selected. Retrieval of dimension contents is faster due to some optimization.
  • Modeler – In the dimension editor improved the time to open the Hierarchy tab for massive dimensions.
  • Modeler – The dimension editor no longer has a time out error when saving massively large dimensions.
  • Modeler, Web Services – Dimensions are checked in and checked out without needing to load all members.
  • Modeler – In the dimension editor additional validations added on Import from Excel to make it obvious when the wrong workbook is selected for an import.
  • Modeler – On the Database Locks page, the “Lock All for this Lock Control Member” for the first Scenario in the list will now display properly. Prior to this fix, it always showed unchecked even after having saved it with a check mark, which could lead to confusion in determining why data could not be submitted even though everything appeared unlocked.
  • Excel Addin – Member Selector will now open quickly even when a dimension has a very large number of members.
  • Excel Addin, Web Services – Logon now uses the query time out set in App Dictionary / Web Service Settings / MDX Query Timeout.
  • Web Services – When an Application uses Lists containing references to another List, the Application will now properly deploy after an Application restore.
  • CLRptService – Fixed several Investigator problems, including crash on attempt to drill further on a base level member.


  • canvasplanning/releasenotes.txt
  • Last modified: 2021/09/20 06:27
  • by pcevli