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(Release Notes) Build 2000 - 2099

This update fixes the following:

  • Install program no longer requires the IIS_WPG user group on Windows 2008 servers.


This update fixes the following:

  • AS_Security – The update required for this in Build 2092 was left out of previous updates distributed. This is required for security to work properly.

(See “Manual setup of Analysis Services security assembly.docx” file in the “Knowledge base” folder, or the Note in the Build 2092 Release notes for help in manually installing this assembly.)

  • Excel Addin – fixes a regression problem introduced in the previous build that could clear out cells in a report, and leave artifacts behind in cells of the heading area of a report.
  • Modeler and Web Service – fixes a Duplicate Key error condition that could occur when you deleted a workflow.

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


This update fixes the following:

  • NT Service – fixes a problem with sending data with the commercial release version of SQL Server 2008 R2.
  • Excel Addin – fixes a problem with inserting 2 or more rows or columns within an existing report in the Report Editor. The following rows or columns will no longer lose their formatting.
  • Excel Addin – fixes some error messages that could occur when using Excel database filters within a report.

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


This update adds the following:

  • Status Models – Model types have been enabled with support for Generic and Status type models.
    1. Generic models are the default and use the standard aggregation method to roll numbers up the hierarchies.
    2. Status models are a new type designed for status reporting. Numbers roll up hierarchies using the Min method. So any parent level contains the minimum value of any children. This can be used for status reporting where the parent should not contain a status of approved with a value of 2 until all the children have a value of approved with a value of 2. When a Status model is designated as an Assumption model, it can be selected as the Status Model within a Workflow for automatic status tracking as Assignments are submitted and approved by users.

(Note: To enable live tracking and reporting of approval statuses within a Workflow cycle, define a Status Type model with the same dimensions as the Filter dimensions of the Workflow, assign that Status Model as an Assumption Model, and select the Status Model in the Workflow Cycle definition. When cycle assignments are submitted for approval, the status data is automatically submitted to the assumption model for reporting. The approval status values can be used to create reports such as Red, Yellow, Green status reports with the use of conditional formatting within an Excel report.)

  • Modeler – Reprocess Model Data is now enabled. When this action is selected all the latest data from the Fact table (or tables) is refreshed in the Analysis Services cube for the Model.

This update fixes the following:

  • Web Service – fixes a problem with field size for member labels in the tables for Security and Member properties in dimensions.
  • Modeler – fixes a problem with losing internal member ids when you attempt to Import from Excel multiple times while editing a dimension.
  • Excel Addin – in the Report Editor, resetting multiple Member override values will no longer cause Excel to crash.


This update adds the following:

  • Modeler – Member Views have been added to Dimensions. A Member View allows a logical hierarchy to be created from Property Values. To define a Member View, select the properties in the View Editor dialog box and arrange in hierarchy levels from top to bottom. Virtual parent members are created for each unique property found at each level. These virtual members do not have any defined property values. Virtual members are not restricted to only have one parent for virtual members with the same name, so a virtual member with the same name can report to multiple members within the same Member View. However in this case, each instance of the same name will actually contain different data values.

(Note: For this enhancement, the Web Service and the Analysis Services Security Assembly must be updated to build 2092. To update the Analysis Services Security Assembly, you must use the SQL Server Management Studio to remove the existing CallistoSecurity Assembly and add the new CallistoSecurity.dll as a New Assembly. When adding the assembly, remember to specify Unrestricted Permissions, and to specify “Use a specific user name and password” where you specify the same userid and password used for your Web Service and NT Service.)


This update adds the following:

  • Modeler – Business Rule libraries have been added. When adding a new Business Rule a rule type selection of Library is the new default entry. With this rule type there is a new toolbar on the Business Rule edit window. From this toolbar select the insert button to add steps to the rule. When adding a step, select a rule from the Business Rule library. After adding a new step, the Editor opens to configure records of parameters for the rule. Most of the fields in the grid will automatically open a selection dialog box when clicked on. See the Admin Guide for information on the rules available in the Business Rule Library. The Sample database has been updated to use rules from the Business Rule library for normal financial statement calculations.

(Note: There is a new folder added below the “\Program Files\Callisto Server” named BusinessRuleLibrary. This folder will be included in updates when there are changes to the Business Rule Library. To do a manual update, you need to select the “Server Setup” button in the Modeler, select the new “Business Rule Library” tab, and click the “Update Business Rule Library” button to update the library entries.)

  • Modeler – Validate Users action has been added to validate the Userids entered. You can validate users for a specific Security Role prior to deploying the role or if you encounter an error while attempting to deploy a role. You can also validate all users in all roles from the Security Roles page.

This update fixes the following:

  • Web Service – fixes a problem with deleting Security Roles
  • NT Service – fixes a problem with updating ChangeDatetime field in European countries. (Note: If you have changed the ChangeDatetime field to nvarchar as a work around to this problem, the field must be changed back to a Datetime field.)
  • Web Service – fields automatically removed from the Fact table when dimensions are deleted from a Model. You no longer need to remember to do that manually.
  • Web Service – index on the Fact table is automatically updated when dimensions are added to or removed from a Model. You no longer need to remember to delete the index manually to force a rebuild.
  • Excel addin – Control Panel will automatically reposition after logon to insure some part is visible on the screen, even when the display size has changed.
  • Build 2090
  • This update fixes the following:
  • Modeler and Web Service – fixes a problem saving dimensions containing “<” or “>” in property values.


This update adds the following:

  • Excel addin – report node options can now be controlled by a range within the workbook. There is a new entry in the report editor for Report Options range name. This range must contain 2 columns with column 1 contain the option name and column 2 containing the value for the option. The following option names are supported:
    1. Dimension – name of the dimension
    2. ExpandLevels – number of levels to expand
    3. SuppressIfZero – 0 = no suppress, 1 = suppress if zero
    4. ExcludeCurrentMember – 0 = include current member, 1 = exclude current member
    5. OnlyBaseMembers – 0 = include all members, 1 = only include base level members
    6. ParentsAfterChildren – 0 = parents before children, 1 = parents after children
    7. PropertyDisplayForAll – 0 = no Property Display For All, 1 = Property Display For All
    8. PropertyDisplayAsHeading – 0 = no Property Display As Heading, 1 = Property Display As Heading
    9. PropertyRowColOffset – a number for the Property Row or Column Offset
    10. TimeOffset – a number for the Time Offset
    11. TimeOffsetLevel – valid entries are blank, Period, Year, Quarter, Month
    12. DrillReport – name of the Drill Report
  • Excel addin – property filters can now be controlled by a range within the workbook. There is a new entry in the property filter page for a Property Filters range name. This range must contain 4 columns as follows. Each row in the range is one filter.
    1. AndOr – valid entries are blank, And, Or. This entry should be blank for first row.
    2. Property – valid property name for the node dimension
    3. Like – valid entries are Like, NotLike
    4. Value – filter value for the property
  • Note – Download “ExpandOptionsRangeSample.xlsx” for an example of these new features against the Sample application.

This update fixes the following:

  • Excel addin – fixed a regression problem with European characters.


Note: This update upgrades the SQL database structure by adding tables Models, ModelDimensions, and DimensionHierachies for use in Business Rules.

This update adds the following:

  • Deploy application now builds additional tables to allow for self configuring sql rules that can be run against various applications without the need for editing the stored procedures.
  • New dimension types of Currency and Rate to support self configuring sql rules.
  • The Model name is automatically passed into stored procedures called by sql business rules in the #Temp_ParameterValues table as a parameter named “Model”.
  • Sample application now includes self configuring stored procedures. The following updated stored procedures that do not need to be edited for various applications and models with different dimensions and dimension names. The stored procedures automatically validate all required dimensions and properties are defined, and returns error messages of anything missing when you test your business rules in the Modeler.
    1. brp_FXTransDefaults – a new parameter for the name of the FX Rates model is added
    2. brp_ICMatching
    3. brp_ICEliminations
  • Dimension Labels maximum size has increased to 100 and restrictions on special characters have been relaxed.
  • Updated Sample database available in Sample.zip download file. Replace the existing Sample db with this one for the new stored procedures. The workflow example in the application has been reworked to use the new capabilities to use Security Roles and Entity properties for dynamic Assignments with a single definition. Intercompany eliminations now work.

This update fixes the following:

  • Excel addin – fixed a problem with very new high ASCII characters so the Euro character now displays properly.


Note: This update upgrades and modifies the SQL database structure for dimensions. Please backup your SQL database before installing this update.

This update adds the following:

  • Workflow assignments can now be done by Security Role groups. Notice the User Roles tab now on Add Members dialog box. To select all users in a Security Role, select the Security Role. The Assignment Role defined for the Security Role applies to all users in the role.
  • Workflow assignments can now be filtered by dimension properties. All users assigned to the Assignment are filtered by the Property values assigned to “User Filter”. The users only has an assignment assigned to them if they are one of the Assignment Users AND their user name is listed in the property for the member in the assignment. The property should contain a comma separated list of all users to receive an assignment for the member.
  • By combining Property based filters and assignments by Security Roles, one assignment can be used for all users involved in collecting data, but each user receives a personally tailored assignment based on dimension properties such Submitter, Approver1, Approver2, etc. To do that:
    1. Add Submitter, Approver1, etc. as properties on the Entity dim. These properties need to be Text properties and they are used to contain “,” delimited lists of User names for each user to be assigned the Role assigned to the Property.
    2. Add Assignment Users based on Security Role. For all users, you can use the “All Users” Security Role. “All Users” automatically includes all users assigned a role in the Application.
  • Workflow – navigation has been modified so you navigate first to a list of Workflows, select the desired Workflow, and open an edit page for the requested workflow. This makes the navigation into the page consistent with other pages in the Modeler.
  • Time dimension can be defined to any level of detail, such as weeks and days. This includes a level higher than Year for Project To Date values as well as any combination of lower levels required. See Level names below. Following are some examples of Time Level name possibilities:
    1. Year/Quarter/Month/Day
    2. Year/Quarter/Month/Week/Day – Month can be any combination of weeks, such as:
      • 4-4-5
      • 5-4-4
      • 4-5-4
  • Time dimension fully supports user defined properties and multiple hierarchies as any other dimension.
  • Level names – can be created for any dimension. To define Levels for the currently selected Hierarchy, use the new “Manage Levels” action on the “Hierarchy” tab of a “Dimension” Page. Different Level names can be defined for different Hierarchies.
  • DbVersion now tracked and checked when logon to the Modeler. Forces database upgrades as needed.
  • Modeler now checks against Web Service version to insure the server has been upgraded when required. Prompts user to upgrade Web Service and refuses to logon until the Web Service is upgraded.

This update fixes the following:

  • Excel Addin – Reads dimensions correctly to include all levels in hierarchies when running stand alone against an Analysis Services http xmla interface.
  • Excel Addin – Automatically removes all options not supported when running against 3rd party Analysis Services databases.
  • Excel Addin – Refreshes formulas on drill down report refresh.
  • Excel Addin – CL_RefreshReport can be called from the “Worksheet_Activate” event in an Excel vba macro without causing an infinite loop that eventually causes Excel to crash. (Note: Be careful what events the CL_RefreshReport macro is called from because it is a high overhead operation.)
  • Modeler – no longer crashes if the user clicks Indent, Outdent, Move Up, or Move Down on the Hierarchy page when there is no hierarchy defined or selected.


This update fixes the following:

  • Excel addin – corrects problem with Change Site / Change Application in the Ribbon
  • Modeler – Time dimension can now be checked out for changes
  • Modeler / Web Service – changes to property definitions checked in by other users since you opened the Modeler are now correctly displayed


This update adds the following:

  • Excel addin – adds zero suppress option to data extract in data manager

This update fixes the following:

  • Web Service – dimension with space in the dimension name can now successfully save data from the Modeler.
  • Modeler – now correctly prompts to save data after changes in the Database setup page.


This update fixes the following:

  • Excel addin – property based locks now work correctly.
  • Excel addin – dimension names containing European characters are now supported.
  • Excel addin – data manager fixed a memory leak on data loads.


This update fixes the following:

  • Excel addin – Added the macros CL_SelectCVMember, CL_SelectMember, CL_SetCVMember, CL_PublishBook. See the documentation for information on how to use these macros.


This update fixes the following:

  • Web Services – New Applications can now be created when the SQL Server and Analysis Server are on a different computer than the Web Services.
  • Modeler – Models can now be deleted successfully.


This update fixes the following:

  • Excel addin – Protected Workbooks now works correctly with protected reports.


This update fixes the following:

  • Import Security – now imports Role Members correctly into Security Roles.


This update fixes the following:

  • Data extract returns values as numbers in Excel instead of strings.


This update fixes the following:

  • Data extract query timeouts – The timeout setting for data extact queries is increased to 5 min to eliminate problems with larger extract requests from the Data Manager.
  • Modeler logon – The server does not need to include http://at the beginning. It is now added automatically to be consistent with Excel addin logon screen.
  • Excel addin IsWrite property on Scenario type dimension now returns the correct value in reports.
  • Report Editor no longer crashes Excel if the user clicks on the Property button before selecting a dimension on Expand nodes.


This update adds the following:

  • <Heading Dimension> - The Report Editor now has a new dimension selection for Property nodes. When editing a Property Node the list of dimensions now includes <Heading Dimension> as the first entry in the list. This sets the property dimension dynamically to the same dimension used by the Heading node type. This allows defining reports with dynamic formatting driven by properties that work dynamically as a user changes the dimension selection on columns and rows. This is particularly useful in Wizard templates, which allow the user to mix and match row and column definitions.
  • DeployApplication2 – The CallistoAdmin web service includes a new Deploy method to support SSIS packages. This is useful when clients want to automate admin tasks on the server.
  • CallistoRibbon – No longer limited to Callisto.xll being in a hard coded location. Now the user can browse to select the Callisto.xll Excel addin file from any location. It automatically remembers the location so the user will only be prompted once.

This update fixes the following:

  • Selection Dialog box opening – Dimension Page in the Modeler now correctly opens the selection dialog box within the Members tab when you click on the Account Type property or a Member type property.


This update adds the following:

  • Check Out / Check In control within the Modeler. Items on Modeler Pages can only be edited when the Object on the page is Checked Out. All items that have to be Deployed, also support Cancel Checkout and Rollback. On Deployment, only items checked in are deployed. If items are saved but not checked in, they are not deployed. Only the person that has an item checked out can edit it. Any person can Check In objects, so even if the person with an item checked out is not available, it is always possible to release it for a Deployment or further update by someone else.
    1. Check Out – item is available for editing.
    2. Check In – Item is checked in to make available for Deployment or further editing by someone else.
    3. Cancel Check Out – Throw away any saved changes made since the last Check In.
    4. Rollback – Throw away any changes since the last Deployment.

(Note: There have been changes to some table definitions in the database. For any database created with an earlier build, you must FIRST perform a Deploy to update the database! After the Deploy, Select the Application again to reload all updated definitions!)

  • Security Roles–
    1. Import from Excel – only imports to Security Roles that are not checked out. Security Roles that are imported are automatically Checked Out.
    2. Check In All Open – new Action to facilitate Import from Excel and easy Check In and Deployment of all Security Roles.
  • Report Filters – added notation in property filter values that allow filter values to be retrieved from properties. Use the same notation used in Report Headings –
    {{DimensionName:PropertyName}}

    . When property values are retrieved with this notation, the member the property is retrieved from is determined by the report node one level above the current node. For example, if the filter is defined on a row expansion without any nesting, the member for the property value will be determined by the Report Options override or from the Current View in the Control Panel. The member for the property value is not affected by any CV override on the expansion node that the filter is defined on.

  • SQL Server 2008 64 bit – full support for SQL Server 2008 is now included.
  • Server installs for 32 bit and 64 bit servers running either SQL Server 2005 or SQL Server 2008. Download and run one of the following install files. For SQL Server 2008, be sure to select it on the Databases page of the installs.
    1. Server_2073.msi – for 32 bit servers
    2. Server84_2074.msi – for 64 bit servers

This update fixes the following:

  • Model security is now correctly enforced so that if a user is not granted access to a Model, the Model is not available to the user in the Excel addin Application Selector, as well as external products used to access the Analysis Services Database and Cubes.
  • Security Roles – Import from Excel now works properly with each Security Role showing the definitions imported from the Excel workbook.


This update fixes the following:

  • Open Shared Libraries now works correctly when you do not have a folder within your Library with the same name as your Model.


This update adds the following:

  • Security Roles Page in the Modeler has 2 new Actions to Save All Open Roles and Close All Open Roles. This is particularly helpful after importing security roles from Excel.

This update fixes the following:

  • Special European characters are now handled correctly.
  • CL functions now work in rows and columns that exceed the Excel 2003 limits under Excel 2007.
  • MDX queries generated by the Callisto client to retrieve data for CLValue functions has been modified so that it queries by Worksheet. This makes the queries much more efficient in the typical usage of different reports on different worksheets within a workbook.
  • canvasplanning/releasenotes5.txt
  • Last modified: 2014/02/18 12:36
  • by pcevli