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(Release Notes) Build 2100 - 2199

This update fixes the following:

  • Modeler – Member properties are saved properly. There was only a problem in the special case where you had a member property against a dimension with numeric labels where some of those labels happen to have the same value as the internal identifiers used for the members.
  • Excel Addin – The color selector dialog box is now opened properly so that is no longer possible to attempt to close the report editor and end up with the Report Editor dialog box half closed, and sometimes needing to cancel Excel to get it closed.


This update fixes the following:

  • Modeler – In Applications with multiple Models, users no longer see some Models listed in their Excel logon for which they do not have any access defined. This problem did not always occur in all applications.
  • Web Service – Security is now defined correctly on dimensions that do not contain a hierarchy. You no longer need to define a hierarchy on the Scenario dimension just to get your security to work correctly.


This update adds the following:

  • Excel Addin / Modeler / Web Service – Added Application Variables for use in reports. This allows defining things such as a Current Period in the Modeler and using it in reports. When the Application Variable is changed in the Modeler it immediately affects all reports on the clients at the next refresh. Application Variables can be used in Report Headers, Drill Reports, and Member Lists. (See updated User Guide for more info)
  • Excel Addin – Added time offset of OPE, BEG, END. (See updated User Guide for more info)
  • Excel Addin – Added support for ranges of times in List node of a report. This allows easy reporting of things like all periods from the beginning of the year through a system specified current period, or all periods after the a system specified current period through the end of the year. (See updated User Guide for more info)
    • Use the following notation to define a Range: [Member]:[Member] (Note: Both members must be on the same level of the same hierarchy.)
  • Excel Addin – Member names in CL functions, and report lists can now be fully qualified to insure you are retrieving a member from a specific hierarchy of a dimension. This allows you to handle situations where the same member is used in different hierarchies but may actually contain different values. Use the following notation: [Dimension].[Hierarchy].[Member]

This update fixes the following:

  • Excel Addin – Fixed an Excel 2007/2010 crash that can occur with macros using the CL_SelectMember and CL_SelectCVMember functions. This same bug also makes Excel unstable when using the Ribbon.
  • Web Service – Application Export of business rules saved in some earlier builds was failing, and now it works without any need to resave the rules.
  • Web Service – Application Export of business rules saved in some earlier builds was failing. The workaround was to save the business rule(s) before exporting. Saving the business rule(s) before exporting is no longer needed.
  • Web Service – Application Import now correctly imports hierarchy level names.
  • Web Service – Application Import was failing with Applications that had business rules which had duplicated step names. This is no longer a problem.
  • Modeler – On Business Rule checkout the steps are no longer duplicated.
  • Modeler – Searching on Hierarchy Members pane will no longer get stuck in an infinite search loop when no member has been selected first and the search string is not found.
  • Excel Addin – Report headers used to create a dynamic formula are now refreshed properly on report refresh.
  • Excel Addin – Current View information is now properly stored in the report definition stored in the Web Report Library (Note: This is different than using SQL Storage for the Shared Library, and is used by DSP for web reporting in their Performance Canvas product.)


This update fixes the following:

  • Web Service – Fixed a regression problem in 2190 that caused Text measure to disappear. The data is all still good and the Text will reappear after deploying the application.
  • Excel Addin – Fixed an Excel crash that can occur when using auto indents along with multiple nested expansions.
  • BusinessRuleLibrary – MoveTupleToTuple now works. It no longer results in an nvarchar to int error.

(Note: This update includes a new server install.)


This update fixes the following:

  • Excel Addin – Special European characters in Time dimension hierarchy names or level names no longer cause data to be missing in reports.
  • Excel Addin – Fixed some unexplained and intermittent Excel crashes and hangs.
  • Excel Addin, Ribbon, Modeler – Location of config files and cache files has changed from the Local folders to the Roaming folders. This fixes a compatibility issue with multi-server Citrix and Remote Desktop environments. (Note: The first time users logon they will need to reenter their server name and user name. Existing user settings can be preserved if the Callisto folder is manually moved from the AppData\Local folder to the AppData\Roaming folder.)
  • Web Service – Start Workflow Cycle only runs defined Business Rule for time periods defined in the Workflow Cycle Instance. (Note: This was a regression bug introduced in build 2171.)
  • Modeler – No longer allows deleting a Model unless it is checked out by the current user.
  • Modeler – Application Import of new Lists are named correctly and no longer can cause duplicate item error on deploy.

(Note: This update includes a new server install.)


This update adds the following:

  • Modeler / Web Service – Added Field types of Member and List to List Fields types.

This update fixes the following:

  • Excel Addin – Calculated Measures defined in Dynamic rules with a name shorter than 5 characters no longer causes Excel to crash.
  • BusinessRuleLibrary – Copy Tuple To Tuple now only clears the correct time period when using Time Offsets with Clear Destination.


This update adds the following:

  • Excel Addin – Drill Report now supports drilling to a dynamic Url. To drill to a Web page with additional detail, enter a URL that starts with “http:” or “https:”. The URL can include dynamic values based on the CV of the cell clicked allowing the web page to present a report tailored to exactly where the request originated within the report. To include dynamic member properties in a URL use the syntax of
    {{dimensionname:propertyname}}

    .

  • Modeler / Web Service – Export Application / Import Application now include a new option to perform a complete extract of an application including all meta data, fact table data, and shared library files for a complete application extract, and a complete restore of the application. This is appropriate for things such as distributing starter applications, moving an entire application from a consulting environment to a client environment to get started, backing up and restoring training applications, etc. (Caution: This option is NOT appropriate for clients or consultants to move changes from a development to a production environment.)
  • Modeler / Web Service – New dimension property type of List. Allows a property to consist of a selection of values from a fixed list.
  • Modeler / Web Service – New application object of List. This supports creation and maintenance of lists that can be used a property values in dimensions.
  • Server Update – a new utility to update servers from an update zip file. The file ServerUpdate.exe is added to the Start menu and is located in the same folder the Perfomance Management Server is installed to. It automatically detects changes included in the update file and performs necessary update actions such as stopping and starting the NT Service as required and updating the Business Rule Libraries as required.
  • Server Install – now supports SQL 2012. It also automatically detects the version of SQL Server installed so the user no longer needs to specify it. Because of that the number of selection pages has been reduced. The dialog box for the default web site is no longer hidden behind another dialog box on 64 bit servers. IIS 6.0 management is no longer required on Windows 2008 servers. Error checking has been improved on Windows 2008 servers to insure the required IIS options have been installed along with hints on how to install them if they are missing. The error messages are improved, and if any errors occur the error log can be saved to a file to help in providing information by email to resolve install problems.
  • This update fixes the following:
  • Excel Addin – In the Book Publisher, opening the Member Selector for a member list now properly checks members already included in the list.
  • Web Service – The single user version of the product now understands that a user name entered in different cases in different security roles is still the same user and does not fail.
  • Modeler – Setting Model Access for a dimension with no hierarchy now works correctly.

(Note: This update includes a new server install.)


This update adds the following:

  • Excel Addin – Email dialog box for workflow notifications now includes a Cancel button, so a user can elect to not send an email notification.

This update fixes the following:

  • Web Service – Using explicit Deny Access setting for a member on the Model Access tab of a Security Role page in the Modeler now works properly. It no longer denies the user access to the entire model, but rather only denies access to the specified dimension member.
  • Excel Addin – Suppress if zero now works again in the Data Manager extract. (Regression in some unknown prior build.)
  • Excel Addin – When defining a model without a Scenario type dimension, Extract data will no longer cause Excel to crash.
  • Excel Addin – Clear data now displays the proper confirmation dialog box instead of a blank dialog box. (Regression in 2182.)
  • Excel Addin – When using a named range in an Input Schedule definition, clearing values now correctly clears the values in the database on a send.
  • Excel Addin – Data Manager Load data now automatically trims extra leading and trailing spaces from dimension names and member names to eliminate a subtle problem that can be confusing to users. (Note: Spaces embedded in names are valid and are not stripped out.)
  • Modeler – Move Up / Move Down steps of a Business Rule works properly when the rule is checked out.


This update adds the following:

  • Excel Addin. Modeler, Web Service – Client update capability is added for Excel Addin and Modeler. When the Excel Addin notifies the user their client needs to be updated, the user only needs to select Yes for the client to be automatically updated. Excel Addin or Modeler can be updated with a new “Update Client” button on the Application selection dialog box.

This update fixes the following:

  • Modeler – Deploy Model Rule works again. (Regression in 2171.)
  • Web Service – Email notifications work even when all userid entries are not in the same case.


This update adds the following:

  • Excel Addin – New Report Wizard. Click the Wizard button on the New Report dialog box to access the new report wizard which allows novice users to easily create a functioning report from scratch. Includes drag and drop arrangement of dimensions on rows and columns.
  • Excel Addin – New macros to allow automation of Data Manager operations from vba macros. See the updated User Guide for more info.
    1. CL_RunBusinessRule
    2. CL_ExtractData
    3. CL_ClearData
  • Excel Addin – When using SQL storage for the Shared Library, data is automatically removed from reports as part of saving to the library. When users open input schedules and reports from the shared library this eliminates the accidental exposure of sensitive data to users when it is saved in files in the library.

This update fixes the following:

  • Excel Addin– Fixes a display problem when hierarchy list box check boxes where clicked directly on.
  • Modeler – Workflow assignment members are preserved correctly in the Member Selector when members are selected on multiple hierarchies.
  • Web Service – Delete Application in the Modeler should now work reliably.
  • Modeler – After creating a new application shared library storage now correctly defaults to SQL Storage.
  • Ribbon – Refresh report with no workbook open no longer crashes.


This update fixes the following:

  • Modeler – Filter members are now automatically saved on Run Rule. (Regression in 2171).
  • Modeler – After Delete rule the appropriate Action menu and Ribbon buttons are disabled.
  • Modeler – The appropriate Actions for Deploy Rule and Run Rule are enables as Business Rules are selected in the Model page.
  • Modeler – Add Rule Action menu is automatically available without needling to select a rule first. (Regress in 2171).
  • Modeler – Delete Business Rule Steps and Step Records works properly again. (Regression in 2171).
  • Modeler – Database Locks and Database Setup pages can no longer be accidently closed.
  • Business Rules – Allocate rule no longer creates an error when FilterMbrs are defined.
  • Excel Addin – Saves local dimension and report cache files on foreign language versions of Windows XP without errors when a folder named Application Data does not exist.


This update adds the following:

  • Modeler, Web Service – Business Rules can be organized into folders for easier maintenance. There is a new Path for each business rule. The Path can be modified by using the property button on the new toolbar above the Business Rules list. The folders can be navigated by clicking on the folders, or by typing the desired path in the input box on the new toolbar. (Note: Since users in Excel typically only have access to a smaller number of Rules the folders are not displayed in the Data Manager in Excel to keep rule selection as simple as possible for end users.)
  • Modeler – Search for an existing Business Rule by using the search box and search button on the new toolbar. Search automatically searches all folders. A trailing * wildcard is supported to find rules that start with something when not sure of the entire rule name.
  • Modeler, Web Service – Business Rules are now Checked In, Checked Out, Saved, and Deleted individually, so different people can be working on different rules at the same time. The Business Rule list now shows who has individual rules checked out. On a deploy any rules checked out will be shown in the confirmation dialog box. (Note: This means that after a Rule is deleted you can not get it back by doing a Cancel Checkout or Rollback on a Model.)
  • Modeler, Web Service, NT Service – Business Rule step records can skipped. On the Business Rule editor there is a check box next to each step record to flag a record to be skipped during execution of the business rule. The definition of the rule remains, but the records is skipped ruing execution. (Caution: When a rule step record is flagged to be skipped, you can test Run the rule before a Deploy and the step record is skipped during the test Run. However, the step record will not be skipped when being from the Data Manager within Excel until the rule is Checked In and Deployed.)
  • Modeler – The Business Rule Editor no longer automatically opens the Member Selector when you click on a cell. A button has been added to each cell that can be used to open the Member Selector. This change was made to make it easier to select individual cells for review or edit, while still preserving the ability to call the Member Selector.
  • Modeler – The Modeler no longer always automatically opens in full screen mode. Now it remembers the mode, location, and size when last closed and reopens the same way. The Member Selector and Business Rule Editor now work the same way. If the screen size changes since the window was last opened and the window would no longer be visible on the screen, the window is automatically relocated to the top left corner of the screen.
  • Modeler, Web Service – Security Roles now include a new tab “Business Rule Access”. This is used to allow limiting the rules that will be made available to users in the Data Manager in Excel. To automatically make all rules available within a Model, as has been the case previously, click on the Model node. (Caution: If you do not make any changes to your existing Security Role definitions, no users will see any Business Rules in the Data Manager.)
  • Modeler – Database Locks members to unlock can be set from the Member Selector.

This update fixes the following:

  • Excel Addin – Fixed a number of stability problems in the 32 bit addin and the 64 bit addin.
  • Excel Addin (Excel 2003) – The CL functions all work again. (Note: This was a regression but that was introduced in the merge of the 32 and 64 bit codebase in build 2163.)
  • Web Service – Assignment specific forms are now included in the Excel Workflow Assignments dialog box.
  • Excel Addin – Book definitions that specify workbooks with “&” character in the filename are now handled properly.
  • Modeler – New Security Roles are now automatically checked out.
  • Web Service – Copy Application now includes Workflow Cycle Actions properly.
  • Modeler – The “Security Roles “page “Find Roles for User” now includes the special “All Users” role in the result if the special role exists.
  • NT Service – Updates the stand alone Model when data is sent to the Assumption Model.
  • Business Rules – Allocate rule Filter Members now properly limits the portion of the app for which the allocation is performed.
  • Modeler – Close and reopen a Workflow Cycle Instance no longer clears all statuses.
  • Excel Addin – Stop and Start Workflow Cycles properly updates a status model.
  • Excel Addin – Text values longer that 254 characters refresh properly in Excel 2007 or later. Text values longer than 254 characters are truncated to 254 characters in Excel 2003. (Note: Excel 2oo3 is limited to a maximum string value in a cell of 254 characters.)
  • Excel Addin – Start Workflow Cycle now properly displays multiple dimensions configured in a Cycle Instance.
  • Excel Addin – Fixed a problem with security after switching Models. The circumstances that caused the problem were rarely encountered.

(Note: This build modifies the database structure, so the first time you logon to an application with the Modeler you will be forced to do a Deploy.)


This update adds the following:

  • Excel Addin – New CLSend function.

This update fixes the following:

  • Excel Addin (64 bit) – Report definitions should no longer get lost for random reasons.
  • Excel Addin (64 bit) – When reports are opened from the shared library, dimensions are immediately grayed out based on the displayed report.
  • Excel Addin (64 bit) – CLValue functions now refresh properly.
  • Web Service – Application Export / Import now update member properties correctly.
  • Modeler – Models can now be deleted again.

(Note: The code base for the 32 bit and 64 bit Excel Addin was merged in this release, so there is a chance for some regression bugs in the 32 bit Addin. If you detect any abnormal behavior please report it immediately.)


This update fixes the following:

  • Web Service – Workflow descriptions now display properly when defined as part of the Assignment name and the Cycle filter is defined for specific members rather than the default All members.
  • Excel Addin – On the Open Shared Library dialog box, the Save and Delete choices are only displayed for SQL storage.
  • Excel Addin – Control Panel now displays the selected Application and Model in the title bar to eliminate user confusion..
  • Modeler – in the Business Rule Editor, when the member selector is opened for a Filter existing members defined in the Filter on alternate hierarchies are preserved and no longer dropped.
  • Business Rules – CopyTupleToTuple, Multiply, and Divide rules now work properly when a member on the Time dimension is selected as part of the DstTuple, SrcTuple, or Src2Tuple parameters.


This update fixes the following:

  • Excel Addin, Web Service – Text measures have dramatically improved reporting performance with a reduced server load.
  • Excel Addin – When reports are opened from the shared library, they are no longer placed in design mode.
  • Excel Addin – Changing worksheets while a form control is selected for editing no longer crashes Excel.
  • Excel Addin – The Euro character is handled properly in Text input.
  • Excel Addin (64 bit) – The 64 bit Ribbon now opens the Member Selector for the correct dimension when changing the Current View from the Task Pane.
  • Web Service – Nothing to send message is only displayed if there is nothing to send on any input schedule found in the workbook. This fixes the problem with workbooks containing multiple input schedules, when data only changed in one of the input schedules.
  • Modeler – Dimension import from Excel handles member properties correctly now.


This update adds the following:

  • Excel Addin – New macro named CL_IsRefreshing that can be used in VBA code to determine if the VBA code is being called during a report refresh cycle. This can be important because it is NOT safe to perform many operations such as selecting cell or inserting rows or columns during a report refresh cycle. The macro returns True if a refresh cycle is underway. It can be used within VBA code with a command as follows: “IF RUN(“CL_IsRefreshing”) THEN EXIT SUB”
  • Web Service – New web service method GetLoggedOnUsername that can be useful in resolving some problems when getting a new server environment up and running. Various domain naming conventions exist in corporate environments, so sometimes users can specify their userids with various domain names. It is important to know what domain name the web server resolves the name to when the user connects to the server. This web method will return the domain\username as it is resolved on the web server for the current user.
  • Excel Addin – New 64 bit addin is now available for use with the 64 bit version of Excel 2010. It is named Callisto64.xll. This addin should only be considered beta until we have enough time to get additional user validation from the field. (Please provide any client feedback promptly.)
  • Excel Ribbon – New Ribbon to support the 64 bit version of Excel with the 64 bit Excel Addin. The install file is named CallistoRibbon64.zip. This should only be considered beta until we have enough time to get additional user validation from the field.

This update fixes the following:

  • Excel Addin – Copy report now copies the correct report even when multiple reports are available to choose from.
  • Excel Addin, NT Service – Text input now handles European characters correctly. (Note: Text input requires the Excel Addin and the NT Service to both be upgraded to build 2154.)
  • Excel Addin – Corrects some rare situations where a dynamic expansion would copy incorrect formatting from another worksheet in the workbook and add an extra row below the report.
  • Excel Addin – Special European characters are now handled correctly in file names used with SQL Storage of the Shared Library.
  • Modeler, Web Service – Deleting a Model now verifies the Model is not being used as an Assumption model. A model must be removed as an Assumption model before the Model can be completely deleted. This build will also correct any existing applications that can not successfully deploy because of this condition.
  • Web Service – After creating a New application the Administrators Security Role can now be successfully opened.
  • Modeler, Web Service – Special characters in Security Roles should no longer cause Application Export of Security Roles to fail.
  • Callisto Ribbon – European characters in localization strings are now displayed correctly.


This update adds the following:

  • Excel Ribbon – Localization support added for the Excel Ribbon. In the language file translate all messages that start with Ribbon. (Note: After this update, you must insure all clients are updated to 2150 and you must reload your language files in the Modeler to insure all messages are correct in Excel.)
  • Web Service – Improves Deploy times on Security Roles. If your application takes a long time in the final steps of the Deploy on Security Roles, there should be a substantial improvement.

This update fixes the following:

  • Excel Addin – Workbooks with & in the name can now be successfully saved to Sql based Shared Libraries.
  • Excel Addin – Property Filter Ranges should no longer crash Excel under some infrequent circumstances.
  • Excel Addin – Special characters in Security Role names with Export to Excel will now produce a file that can be successfully opened in Excel.
  • Excel Addin – Russian characters will work correctly in dimension names on secure dimensions.

(Note: This update includes a new server install also.)


This update adds the following:

  • Excel Addin – Adds support for selecting the language to use for the UI. See new Language button on Application Selector dialog box.
  • Modeler, Web Service – Adds support for translating the Excel Addin UI to other languages. See a new file in the Doc folder named Localization guide.docx for further instructions. (Note: The size of some fields in dialog boxes have been increased to accommodate languages such as German where messages are often longer than English. If additional fields are discovered that are too small, please let us know.)

This update fixes the following:

  • Business Rule Library – Fixed a problem with clear destination when used with Value filter on Multiply, Divide, and Copy Tuple to Tuple rules.
  • Excel Addin, Web Service, NT Service, and AS Security – Fixed problems with Russian characters.


This update adds the following:

  • Excel Addin – Member Selector now supports Copy Paste member names to a worksheet. Select Copy Down or Copy Across to switch to a multi select tree. Check the desired members and click the Paste button to place the selections into the clipboard. After closing the dialog box, use the standard Excel paste functionality to paste the selections where desired in a worksheet.
  • Excel Addin – Automatic indentations are now supported for Headings and Properties. See the new options in the Report Editor, Auto indent, Indent per level, and Fixed indent to use this feature.
  • Modeler, Web Service – Security Role Action Access now includes the capability to hide the following buttions on the Control Panel:
    1. Open Shared Library
    2. Report Wizard
    3. Change Application
  • Ribbon – Updated to support new Security Role Action Access settings.

This update fixes the following:

  • Excel Addin – Open Shared Library now properly displays files in a vertical list so the user can scroll up and down as expected.


This update adds the following:

  • Modeler, Web Service – Server Setup dialog box includes a new “System Administrators” tab. This is used to designate which users have System Administrator rights to the Modeler. System Administrator rights give a user the right to edit the Server Setup settings, and automatically makes a user an Administrator of all Applications. Only System Administrators can change Server Setup settings. Other users can view the server settings, but they can not change them. When running a Server installation the user id entered for the Web Services to run as is automatically setup as a System Administrator. Use this same user id to designate other System Administrators as appropriate. (Note: This replaces the use of the local Administrators group for the same purpose. The local Administrators no longer gives a user any special privileges in the Modeler. If you are relying on those special privileges add the userid to the SystemAdmins table in the CallistoAppDictionary database to get started.)
  • Excel Addin – Data Manager Load includes a new option “Skip Empty Values”. When this option is selected any empty cells for numeric values within a load range are skipped. When this option is not selected empty cells for numeric values are loaded with a value of zero.
  • Excel Addin – Data Manager Extract includes a new option “Resolve Send To Members”. By default this option is selected, so that data for any members with a Send To definition are returned with the member id the data would be sent from. There are times when the Data Manager is used to move data around within an application and this behavior is not desirable. When this option is not selected all data is returned with the member names it is actually stored in the Fact table.

This update fixes the following:

  • Excel Addin – A regression bug was introduced in Build 2141 that caused some CV settings to be lost and some Report Override settings to be lost. This regression bug is now fixed. (Note: If you made changes in report definitions based on the bug in Build 2141, you will need to change those report definitions again. Please accept our apology.)
  • Excel Addin, Web Service – Data locks and IsWrite property sometimes behaved improperly when multiple workflows were active. Now they should give consistent behavior.
  • Web Service, NT Service – Include Rule added in Build 2140 now properly processes data into alternate models when the rule is part of the Automatic rule.
  • Business Rules – Copy Tuple To Tuple, Multiply, and Divide rules now support property references on the right side of the operator in Property Filters. For example, it is now possible to write
    {{[Currency].Label=[Entity].Currency}}

    to only execute a rule for records on an Entity where the Currency is equal to Currency property of the Entity.

  • Web Service – Workflow export and import now correctly exports and imports all workflow settings.
  • Web Service – Deploy Security Roles should no longer cause a timeout error on larger applications.


This update improves the following:

  • Excel Addin, Web Service – Reduced network traffic at logon time to retrieve dimension info from the server, and improved times to open an application.


This update adds the following:

  • Business Rule Library, Modeler, Web Service, NT Service – New rule to Include Rule from the current model or from another model within the application. This rule supports executing business rules from one model in another model. See the documentation for more info.

This update fixes the following:

  • NT Service – Fixed a problem with multiple partitions.
  • NT Service – Sending data to an assumption model now automatically updates data in the stand alone model as well as the assumption model.


This update fixes the following:

  • Excel Addin – Fixed problems with some upper case German characters.
  • Modeler – Fixed a problem with Form lookup when using SQL Storage for Shared Libraries.


This update adds the following:

  • Excel Addin – New CL_MacroRefreshReports macro for use in workbook macros when you want to perform a refresh and control if the Prompt dialog box for schedules appears, if schedules are refreshed, and if CL functions are recalced. (See User Guide for additional info.)
  • Modeler, Web Service, Excel Addin – New Security Roles Actions Access setting to Hide the entire Control Panel, and to initially open the Control Panel in a collapsed state so the CV is not displayed.
  • Excel Addin – When a report definition is saved in the Web Library a new section is included in the definition showing the current CV settings at the time the report is saved. This new section is <externcv>.

This update fixes the following:

  • Excel Addin – Cells for missing numbers in the model, now return zero. This was a regression bug introduced when Text support was added.
  • Modeler – MDX script in Dynamic business rule is no longer limited to 32K in size.
  • Web Service – Write security defined for a member on one hierarchy automatically applies to the same member in all hierarchies. It is no longer necessary to define the Write security setting for all hierarchies to get the proper behavior.
  • Modeler – Within a Workflow, the Form definition now properly saves a Dimension Parent Level setting of 0.
  • Excel Addin – When running a Business Rule the Business Rule list box and the Dimension prompt list box, the currently selected member remains highlighted while selecting members.
  • Web Service – Copy Application and New Application now adds the current user as an administrator of the new application.
  • Web Service – A timeout problem on the Update Fact table step of Deploy has been corrected. If the Deploy detected the need to rebuild the index on the Fact table, the index step could time out on databases with a lot of data.
  • Excel Addin – Book Publishing no longer displays the confirmation dialog box when each workbook with an Input Schedule is refreshed.


This update adds the following:

  • Excel Addin – Copy report is now available. On the Report Wizard dialog box there is a new “Copy” button, which brings up a list of all tabs in all currently Open workbooks containing reports. By selecting an existing report and clicking OK, a new worksheet is added to the current workbook with a copy of the report.
  • Excel Addin, Modeler, Web Service – New Storage option available to store the Shared Library and Wizard folders and Excel workbooks in the SQL database. This provides a good solution for users who can not easily provide a file share to all users. It also has the advantage of when you do a Copy Application within the Modeler, all Shared Library and Wizard folders and files are automatically copied along with the application, and when you backup your SQL database it automatically includes all your reports and input schedules. Shared Folders and Files can be maintained from within the Excel Addin by users that are members of the Administrators group. Folders and Files can be maintained in bulk from the Modeler. (See the updated documentation for details on this.)
  • Excel Addin – Web Library for DSPanel web based reports and input schedules now can be fully managed including organizing into folders and deleting items no longer needed.
  • Modeler – Security Roles has a new Action to Find Roles for a User to search for all the Roles a User is a member of with an option to open all those Security Roles at once. For Applications with a large number of users, this provides an easy way to determine which Security Roles need to be changed for a specific user.
  • Modeler – Search for a member added to the Hierarchy maintenance page. Allows searching the currently selected Hierarchy or the Members list for a member. For larger dimensions this provides a much easier way to find a specific member to add to a Hierarchy, or to verify if a member has already been added to a Hierarchy.
  • Modeler – Deploy confirmation dialog box includes warning info about all Checked Out Models, Dimensions, and Security Roles to help prevent annoying mistakes.
  • Modeler – Minimum Client Version in Server Setup now shows what the current setting is, as well as placing the recommended setting in the current setting.

This update fixes the following:

  • Excel Addin – Report expansions copy formulas and formatting correctly. (Note: This was a regression bug introduced in build 2133.)
  • Modeler – Hierarchy changes are no longer lost if you switch Hierarchies before saving change on the Hierarchy maintenance page.
  • Web Service – Copy Application no longer fails for an Application that has Model Partitions defined.


This update fixes the following:

  • Excel Addin – Input Cell color now works correctly when cells are locked by a Workflow.
  • Web Service – Workflow Start Action now appears consistently in Excel even when only defined for a single user.
  • Modeler – Application Selector no longer shows Applications a user does not have Admin access to.
  • Web Service – DeployApplication2 method now returns completion code or error message in the proper Xml document format. (Note: If you have developed automation that checks the return code from the DeployApplication2 method, you should verify that they still operate correctly.)


This update fixes the following:

  • BusinessRuleLibrary – CopyTupleToTuple, Multiply, Divide now clears the DstTuple region correctly when using a Property Request in the DstTuple definition.
  • BusinessRuleLibrary – UnitsTimesRates fixed a regression bug so that it calculates again.
  • BusinessRuleLibrary – Allocate did not work properly when Scenario was not specified in the SrcTuple and DstTuple, now it works correctly. Allocate no longer generates extra records with a Null value.
  • Modeler – Business Rules contain special characters such as &, <, >, “ in the Label are now saved properly.


This update adds the following:

  • Modeler – Application definitions Import / Export. See the new “Application Import Export.docx” file in the doc folder for details. Supports importing, exporting, or moving Modeler definitions, Business Rule definitions, Dimension definitions, Property definitions, Hierarchy definitions, Dimension members, Security Role definitions and User definitions.

This update fixes the following:

  • Excel Addin – Fixed a problem with inserting or deleting columns in combination with merged cells in reports.
  • Excel Addin – Fixed a problem where the combination of a Property node with <Header Dimension> and Display as Heading or Display as all could cause Excel to crash under some conditions.
  • Modeler – Fixed a problem where the first time a new property is added in the Dimension Manager, then the Member prompts would occur multiple times for a single selection. The problem only occurred while the dimension was opened the first time. It did not occur when the dimension was reopened.


This update adds the following:

  • Excel Addin – Report options now include a new option “Color of cells open for input” This option allows you to select a background color to be automatically set for all cells that are writeable. The color will only be applied when the “Input Schedule” option is selection.
  • Modeler / Web Service – Preliminary “Import Application” is now available. The Import from SQL and Create Import database currently work with only the capability to create dimensions, properties, hierarchies, member views, cubes, and cube dimensions. When complete you will be able to delete objects as well as add objects. (Note: This feature is not ready for Production work. It should be limited to early Development work only until it is complete.)
  • BusinessRuleLibrary – New business rules Multiply and Divide are now available. These rules allow you to multiple or divide Tuple values across any dimensions. There is a new DstClear parameter that allows you to control when the Destination slice of the db is cleared out. Through selective use of this parameter the results of these operations can be added to or subtracted from the results of other steps in a business rule.
  • BusinessRuleLibrary – CopyTupleToTuple includes a new DstClear parameter. This allows only one step in a business rule to clear out the destination slice of a db. This allows rich filtering of multiple steps, or things such multiple steps that will be added to or subtracted from a final result.


This update adds the following:

  • Modeler / Web Service / NT Service – New measures to show the ChangeDatetime and Userid for each number in the Fact table are now available for reporting in Excel. This feature is optional and can be enabled on the Model Summary page in the Modeler.
  • Modeler / Web Service – Text support is now optional. By default Text support is NOT enabled. Text support can be enabled on the Model Summary page in the Modeler.
  • Web Service – Default impersonation is now supported for the CallistoSecurity.dll in Analysis Services. This setting will give the best performance for the new Text, ChangeDatetime, and Userid Measures.
  • Excel Addin – Support for automation to allow things such as Publishing Books automatically with the Windows Scheduler. This is accomplished by providing a way to load the Callisto.xll file into Excel without automatically opening the interactive Logon dialog box and a new macro that can be used to logon to an application.
  • Web Service / Excel Addin – Text input allowed at parent levels. When a Scenario is unlocked Text input is supported for all members a user has been granted write access to.

CL_MacroLogon(ServerUrl, Userid, Password, Application, Model)

  • ServerUrl – url to access the server. The same url entered in the logon dialog box for interactive logon
  • Userid – valid domain\username to access the server.
  • Password – valid password for the userid.
  • Application – name of the application. The same application name displayed in the Application Selector for interactive logon.
  • Model – name of the model. The same model name selected in the Application Selector for interactive logon.

Return value – returns a string. If the string is empty the logon was successful. If the logon fails the string will contain an error message.

Example:

Public Sub Logon()
    vRet = Run("CL_MacroLogon", "http://localhost", "domain\username", 
    "password", "Sample", "Finance")
    If Len(vRet) > 0 Then
        MsgBox vRet
    End If
End Sub

To load the Callisto.xll without the interactive logon dialog box automatically appearing place a file named “NoAutoLogon” in the same folder as the callisto.xll file. The file does not need to contain anything. The Callisto.xll looks for the presence of this file before opening the interactive logon dialog box. If the file is found the callisto.xll loads but does not perform a logon, so then the only valid actions are to call CL_Logon to open the interactive logon dialog box or to call CL_MacroLogon to logon to an application.


This update fixes the following:

  • Modeler – Fixed an incorrect message on Delete Dimension.
  • Modeler / Web Service – Model names that start with numbers now allow security to be saved correctly.
  • Modeler – Dimension Import from Excel now handles European characters correctly.
  • Modeler – Inconsistent behavior in Database Locks page after Save and Check Out has been corrected.
  • Excel Addin – Now resolves report refresh order properly with Property Filter ranges, so that one report can dynamically generate property filters that drive another report without the need to refresh twice.
  • Web Services – Status model is now automatically updated correctly when Workflow Assignments as submitted, approved, and rejected.
  • Excel Addin – Workflow defined for only a single model is only applied to the security of the single Model specified properly.
  • Excel Addin – Suppress If Zero works with Text data.
  • Excel Addin – Text measure selected in the Current View now works correctly.
  • Excel Addin – When sending data from a workbook containing multiple Input Schedules a warning message about no data to send only pops up when there is no data to send in any of the Input Schedules.
  • Excel Addin – “Nothing To Send” message changed to “No cells found that are open for input or no changed data found in the schedule to send” to more clearly indicate the condition to the user.
  • Excel Addin – Time Offsets now work on Property nodes using Dimension <Heading Dimension>.
  • Business Rule Library – Allocations across Time now work properly.
  • AS Security – Applications with dimension names containing spaces and dashes will now return Text values.
  • CallistoRibbon – The Excel Ribbon now installs and appears properly in Excel 2007.


This update fixes the following:

  • Web Service – Deploy Rule in the Modeler Dynamic Business Rules was broken in Build 2127, and is now fixed.
  • Web Service – Member type properties on dimensions without a hierarchy are now properly deployed.


This update adds the following:

  • Text support – Text data can be stored as part of the application, similar to numeric data. Text data is referred to with a new Measure named Modelname_Text. The text data can be included in reports and input schedules just like numeric data. Text data can be accessed through the Data Manager just like numeric data, with the exception that multiple values for the same cell can not be summed to make a total. All security is applied to Text data just like numeric data.

This update fixes the following:

  • Data Manager – Clear data no longer requires the RAWDATA member to be unlocked to work.
  • Data Manager – Extract data now translates members based on SendTo configurations. For instance, if a member named US is configured in Database Locks to SendTo LE14, when you extract data any data in the Fact table for LE14 will come back to Excel identified as US. This allows for data to make complete round trips between Excel and the db even when you use SendTo.
  • Data Manager – If you rename the Periodic member your data will be extracted properly as the appropriate member instead of RAWDATA.
  • Modeler – No longer gives an error when you create the first business rule.
  • FXTrans business rule – Works correctly even if the None currency has a different member id than -1.
  • FXTrans business rule – Now supports Divide rates as well as Multiple rates.
  • Modeler – Sharepoint storage for Shared Library and Wizard can now be entered again.
  • Excel Addin – Multiple forms for a workflow assignment now display all forms instead of just the first form.

(Note: There is a new server install with this build. This build also REQUIRES an update to the NT Service, the Business Rule Library and the CALLISTOSECURITY assembly installed in Analysis Services. If you do not know how to do this, it is safe to uninstall your existing Server and reinstall this new Server. You will not lose any existing applications.)


This update fixes the following:

  • Excel Ribbon – Only displays Task Pane and Enables Ribbon buttons if you actually Logon to the server.
  • Excel Ribbon – Now prompts for email on Workflow requests.
  • Web Service – Now correctly sets the database name in the Application Configuration on a Copy Application from the Modeler. You no longer need to Save Database Setup to get this updated properly.
  • Excel Addin – Now remembers the CV correctly. This was a regression bug introduced in build 2125.
  • Excel Addin – Refreshes Input Schedule on a Drill Down.
  • Excel Addin – Hides members on all hierarchies within a dimension when the member is configured in the Modeler Database Setup to be hidden. Before the member was only hidden on the Default Hierarchy.
  • Modeler / Web Service – Now remembers the Default Hierarchy setting on a dimension properly.
  • Modeler / NT Service – Updates the Userid field in the fact table within the sql database properly when the records are created by a business rule so that the Userid indicates the user who request triggered the business rule. Before this value was incorrectly left blank.

(Note: There is a new server install with this build.)


This update adds the following:

  • Workflow – Email notifications.
  • Workflow – Selected users can be authorized to Start and Close workflow cycles from Excel without access to the Modeler.
  • Workflow – Business rules can be automatically executed on workflow events such as Submit, Approve, Reject, Start cycle instance, and Close cycle instance.

This update fixes the following:

  • Modeler – The Delete key is now enabled properly in Dimension Members, Dimension Hierarchies, and Workflows.


This update adds the following:

  • BusinessRuleLibrary – Added SrcModel parameter to support copying data between models. Enhanced the Property Selection capability for DstTuple to support expressions consisting of property values and constants to derive member labels.

This update fixes the following:

  • Excel Data Manager – Fixed a problem with Extract on European versions of Excel so digits after the decimal are no longer dropped.
  • Excel Input Schedules – Fixed a problem with complex input schedules where some values might not get sent to the server.


This update adds the following:

  • Excel Addin Spreading – Added Skip parameters to allow excluding cells from the spreading. Skipped cells are not changed by the spread and they are not included in the spread totals, so they are completely excluded from the spread. This allows for things like including parent members inside a spread range of a report and defining the spreads so they only interact with the base level members.
  • Excel Ribbon – Submission status and Refresh buttons are always updated automatically in the Ribbon, even when using Macro calls from buttons within the workbook.

This update fixes the following:

  • Modeler Member Selector – Fixed some situations in the Business Rule Editor where the Member Selector caused an exception error. If an invalid member is typed into a Parameter, the member no longer causes an exception error, and now the invalid member is ignored by the Member Selector.


This update adds the following:

  • BusinessRuleLibrary – Added MoveTupleToTuple library rule.
  • BusinessRuleLibrary – Added Property Selection capability for DstTuple of CopyTupleToTuple and MoveTupleToTuple rules.
  • Business Rule Library – Added Property Filter and Value Filter capability to CopyTupleToTuple and MoveTupleToTuple library rules.

This update fixes the following:

  • Spreading in Excel – Fixed some bugs with TargetRowKey, FactorRowKey, TargetColumnKey, and FactorColumnKey options when used in combination with Suppress If Zero option.
  • Modeler Business Rule Editor – Fixed a problem saving a business rule when a parameter value included the “<” or “>” characters.
  • Modeler – Delete rule now updates the list of Business Rules correctly.
  • WebService – Fixed a regression bug where the index on the FACT table was not created under some circumstances. This bug would make data loads very slow.


This update fixes the following:

  • Spreading in Excel – Fixed some bugs with LockHiddenCells, ColumnLockFactor, and RowLockFactor options.
  • Allocate business rule – fixed some bugs with the stored procedure.


This update fixes the following:

  • Spreading in Excel – When the SpreadFactor values evaluate to a total of zero “0” then the spreading falls back to the even spread method where the spread amount is spread evenly across all unlocked cells.
  • Time offset in Excel – fixed a regression bug introduced in build 2107 where multiple offsets would inconsistently work or return no data.


This update adds the following:

  • Spreading in Excel – Adds spreading functionality to the Excel addin for the world’s most powerful Forecasting and Budgeting client. See the updated User doc for the following new function and macros that can be used to create Excel templates highly tailored to the specific user experience required for your users:
    1. CLSpread – function used to define Spreads within a workbook.
    2. CLSpreadRefresh – macro to execute defined spreads. Typically attached to a button within the workbook.
    3. CL_SpreadRefresh – execute all spreads in the workbook.
    4. CL_LockSpreadCells – lock all cells currently selected to mix manual input with values derived by spreads.
    5. CL_ClearSpreadCellLocks – unlock all cells currently locked,
    6. CL_UndoSpread – undo spread results.
  • Blast output in Excel – report option to improve the refresh times of large reports and input schedules. This technology also provides some refresh performance to all reports, but the larger the report, the more dramatic the results.
  • Refresh button is automatically updated by Data Manager data loads just like Sending data from a schedule.
  • Exit button added to the Modeler Ribbon.

This update fixes the following:

  • Excel reports – CV Override with Property Selection should now work correctly for all usages in rows, columns, and report options.
  • Model names – spaces in a Model name no longer cause an error on Deploy.
  • Dimension names with spaces now save hierarchies correctly.
  • Update doc files now included in update zip files.
  • Fixed some scalability problems with administration of very large dimensions (i.e. over 100,000 members).


This update adds the following:

  • Business Rules Editor – User interface has changed to support longer parameter values, and to include help information on each parameter. Also includes support for additional parameter types.
  • Business Rules – Added the following business rules. See the documentation for information on the individual rules.
    1. Units times Rates – calculate values by multiplying one value by another.
    2. Amounts divided by Rates – calculate values by dividing one value by another.
    3. Allocate – from one high level number calculate multiple lower level values.
    4. Copy Scenario – copy scenario by selecting source and destination scenario at run time. Includes support for summarizing data during to copy to do things like collapse a large number of accounts for actuals to a smaller number of accounts for forecast.
    5. Copy Tuple to Tuple – copy one slice of a model to another slice of the model.
    6. Account Movement – calculate change in account values over time for things like cash flow values

(Note: To do a server update to this build, in the Modeler on the Select Application dialog box you must select the “Server Setup” button, “Business Rule Library” tab, and click “Update Business Rule Library” button. After that you should check all Business Rules and deploy your application.)

This update fixes the following:

  • Data Manager – no longer fails when Member View members are included. (Note: Data can not be loaded to or extracted from Member Views, but Member Views no longer cause extracts to fail.)
  • Excel Addin – Send data with a Model that includes an Assumption Model with a additional Account dimension no longer causes some data to be sent to the database with the wrong sign.
  • Excel Addin – no longer crashes when a user does not access to any visible members in a dimension. Now they get an error message telling them about the problem and the Application will not open.
  • Excel Addin – no longer creates an unhandled exception error message when a user attempts to create a report and the wizards folder entry is blank in the Modeler.
  • Web Service – Copy Application from Sample application will not cause Collation errors on some SQL Servers.
  • Model names with a space no longer cause an error on Deploy.
  • Dimension Member Views now automatically include all base level members, even when some properties used in a View do not contain values.
  • Web Service – Dimension names with spaces no longer cause problems with hierarchies in the Modeler.
  • Modeler Dimension Editor – Import from Excel no longer clears Hierarchy Level names.
  • Modeler Dimension Editor – when a large number of errors occur on a dimension import from Excel the error message is truncated to a size that can be displayed.

(Note: There is a new server install with this build. This install is now listed on the Control Panel Add/Remove Program list as “Performance Management Server”. The default location for the server files has also changed to “C:\Program Files\Performance Management Server\”.)

  • canvasplanning/releasenotes4.txt
  • Last modified: 2014/03/05 15:10
  • by pcevli