Release Notes Build (4200-4249)

Information of added functionality and bug fixes.

This update fixes the following:

• Modeler – In the Security Role editor when the “Licensed User Type” is changed, the user will be prompted to save changes when attempting to Check In before Saving.
• Modeler – In the Dimension editor, Import from Excel will now read property values properly from Excel cells which contain numeric values.
• Modeler – Changing a Security Role Licensed User Type from an Administrator type to any user type will work correctly without causing an error.
• Excel Addin – Change Model in the Ribbon now changes the CV setting for formulas, so formulas will no longer appear to stop working when a user changes their Model CV selection and the model is not specified in parameter 1 of the CLValue functions.
• Excel Addin, CLRptService – Number formats defined in “Default Report Formats” in the Modeler are now used by reports when the “Use global formats to initialize all report formats” is checked in Report Options.
• Excel Addin – In the Book Publisher, using “Publish to tabs” and “Email report when publishing” will no longer send an empty email message. The email message now properly includes the attachment for published reports.
• Excel Addin – Changing Application after logging onto a different application will no longer cause Excel to close.
• Excel Addin – CV dimension filters are no longer lost when you close the Member Selector. The filters are now properly remembered during your session until they are reset by manually clearing them or by opening a Bookmark which will replace any current filter setting with the filter setting defined in the Bookmark.
• Excel Addin – During a refresh of a workbook or worksheet, only CL formulas in the requested workbook or worksheet will execute. The slow down problem when a user had multiple large workbooks open with large numbers of CL functions should be addressed by this fix.
• CallistoService – When running a business rule from the Data Manager in Excel, messages for errors encountered in the execution of the rule will be properly returned in the status log.

This update fixes the following:

• Excel Addin, CLRptService – Formulas referring to the last defined column or row in a report will now return the correct values.
• Excel Addin – Application Selector dialog box now displays correct Models for each Application when a user has access to multiple applications configured with “Enable Application level logon – Optional”.
• Modeler, WebServices – Better error messages when an ETL process creates invalid information in dimension tables in the application sql db.
• Excel Addin, CLRptService – Report rows or columns displaying Properties defined as numbers now use number formats defined on the row or column.

This update fixes the following:

• Excel Addin – When Excel options are configured to disallow Edit in cell, double click on any cell outside of defined reports with a formula will now support the default behavior of following the formula.
• Excel Addin – Property filters should now work consistently.

This update fixes the following:

• Excel Addin, CLRptService – Suppress Details in reports now works consistently. For some reports, it was not working.

This update fixes the following:

• WebServices – Application deploy no longer produces an error message if the Dynamic rule for a Model contains a “Create Member” statement that creates a Measure with a name containing an apostrophe.
• Excel Addin – CL_MacroLogon macro works again.

This update fixes the following:

• Modeler – In the Dimension Member editor, deleting a member after sorting members by clicking on column header will now delete the correct member.
• Modeler – In the Dimension Member editor, when using a Filter which shows no records, saving members will no longer display an error message about no records to save when there are still members in the unfiltered list of members.
• Excel Addin, CLRptService – Reports using the “Suppress If” feature will now only do a Suppress If Zero when it is defined, instead of with every “Suppress If”.
• CLRptService – Property filters with an empty string will now work.

This update fixes the following:

• Excel Addin – Extended use should no longer cause Excel to hang sometimes displaying error messages.

This update fixes the following:

• Excel Addin – Property filters using <> an empty string should now return the same results as NOT LIKE an empty string returned prior to build 4225 where the logical operators were expanded.

This update fixes the following:

• CLRptService, Web Pages – Custom headings now work in web reports.
• Modeler – In the Business Rule editor, if a test filter is set to just a blank space, you can now successfully open the Member Selector, and the Modeler will no longer crash.
• WebServices – Logon from the Excel Addin will no longer show empty secure dimensions when a user does not have access to the first Model.
• WebServices – In the Modeler multiple saves of a Workflow are no longer required for all Assignments to appear when using the Assignment by Member feature.

This update fixes the following:

• CLRptService, Web Pages – Custom headings now work in web reports.
• WebServices – Application Extract and Import now sets the EnableAppLogon parameter.
• WebServices – Application Import now sets the User Active parameter.
• Excel Addin – Book Publishing to Tabs no longer displays formats and values improperly offset in published reports under some conditions.
• Excel Addin – When Book Publishing extraneous “Section_nn.xls” are no longer created.

This update adds the following:

• Excel Addin, CLRptService, Web Pages – New “Suppress If Filters” add support for suppressing rows/columns based on data contained in a report, similar to Property filters with metadata. Suppression can be based on report cells containing number values, text values, property values, and formula values. See the new “Suppress options” settings in the report wizard.
  • Note: When suppression is based on Formula values, the values displayed in the report may be different than the values the suppression was based on. When using Suppress If Filters, Formula values are calculated before suppression and then recalculated after suppression for final values to be displayed in the report.
  • Caution: Suppress If filters require significantly more processing by the report engine than Suppress If Zero. Please verify your performance will be acceptable to users when using Suppress If Filters in large reports.
• Excel Addin, CLRptService, Web Pages – New “Custom headings”. Headings can be customized using Application variables. See the new “Custom heading” settings in the report wizard.
• Excel Addin – Book Publisher now supports Application Variables in the email subject and content. The dynamic substitution of Application Variables uses a CV consisting of the users CV plus Fixed dimension members for the book and the section being published. The Vary dimension member for the section are not used for the Application Variables string substitution in the email subject or content.

This update fixes the following:

• Modeler – Performing a Check Out or Check In for Database Locks before the Configuration page has been opened will no longer cause a crash.
• Excel Addin – When an input schedule is the destination for a drill report, the “Color for input cells” setting is no longer cleared when drilling to the input schedule.
• Excel Addin – When a user does an Add Suppressed Members in an Input Schedule with a “Color for input cells” specified, the cell color is now set correctly on those cells open for input.
• Excel Addin – When creating a report with the report wizard in a new workbook which still has a very short file name and the tab containing the new report is renamed to a name less than 6 characters long, Excel will no longer crash when switching tabs.
• Excel Addin – CV icons in the Ribbon updated to a lock image indicated dimensions which have members set in the Report slicer.
• WebServices – When Text Support and Audit Log are enabled for a Model, changes to Text values are now recorded in the Audit Log. (Note: Application deploy is required to correct the problem in existing applications.)

This update fixes the following:

• Excel Addin – Book Publishing with the Publish to tabs option now preserves values of CLValue functions in the published worksheets. (Caution: Only worksheets containing defined reports are published. All worksheets published are published as values with formulas converted to values to preserve published values and prevent formula errors.)

This update adds the following:

• Excel Addin, CLRptService, Web Pages – Default Report Formats defined in the Modeler are now selectively applied to reports, instead of automatically being applied to all reports. The Report Wizard includes a new property “Use global formats to initialize all report formats”. Check the box to use global formats. All existing reports will NOT use global formats by default. When a new report is created with the Report Wizard, it is set to use global formats.

This update fixes the following:

• CLRptService – When Chart Series is set to Rows, in the browser Investigation from a click on the graph now returns correct results in the investigation chart.
• Excel Addin – Refresh of an Input Schedule only clears or sets background color of data cells within the report. Input Schedule input color no longer clears the background color of cells for things such as Property, Heading, and Blank nodes.

This update adds the following:

• Excel Addin, CLRptService – Investigations will now display on Property columns values based on the drill dimension when the Property dimension is specified as “<Heading Dimension>”. This allows for things such as a column containing the Name property which shows values based on an Investigation dimension. If the drill dimension does not have the defined property, the cell will be empty. (Caution: When an Investigation is a “Combined Analytic Drill”, the dimension used for any such properties is the last dimension specified on the drill.)
• Modeler – new “Copy User Security” on Security Roles page will add the security settings of one user to another user. The new user is added to all the same Security Roles as an existing user. When the new user is added to a Security Role, the Role is Checked Out and the page opened to edit the Security Role. (Note: The modified Security Roles are not automatically saved. Use the “Save All Open Roles”, “Close All Open Roles”, and “Check In All Open” actions to update all open roles with a single request.)

This update fixes the following:

• Web Pages – Property report nodes in the Report Wizard now include “<Header Dimension>” in the dimension selections.
• Excel Addin – Excel 2013 32 bit will no longer crash when a user closes the Report Editor after having clicked on a different workbook while the Report Editor is open.
• Excel Addin – Range references in Book vary keys will new correctly publish for members in the range.

This update fixes the following:

• Excel Addin – Since build 4225 all property filters in reports always used OR to connect multiple filter criteria. When AND was defined it always reverted to OR. Now AND is saved and used properly again in the report engine. (Note: To correct the problem in existing reports, you need to edit the report and set AND again.)

This update adds the following:

• Excel Addin, CLRptService, Web Pages – Report Headings now have a default Format, which applies to all headings. The default Headings Format is merged with Row Formats for the Format applied to report heading cells. Database Setup has been renamed to Configuration. The default formats are defined on the Configuration page in the Modeler.

This update fixes the following:

• Excel Addin – Input Schedule rows using property values to define slicers now work correctly when sending data.

This update adds the following:

• Excel Addin – Added macros:
  • CL_MacroRefreshWorksheet(string sWorksheetName, bool bSchedulePrompt, bool bScheduleRefresh, bool bRecalcFormulas) – see User Guide for more information.
  • CL_SendWorksheetData(string sWorksheetName) – see User Guide for more information.

This update fixes the following:

• Excel Addin – For Input Schedules, when defining a background color for cells and a color for input cells, any cells NOT available for input are set to the background color defined. If there is no background color defined for a cell and the cell is NOT available for input the color of the cell will be cleared.

This update adds the following:

• Excel Addin – Added support for mouse scroll wheel in the Report Wizard.

This update fixes the following:

• Excel Addin – Current cell remains selected when opening the Report Wizard.
• Excel Addin – In the Data Manager on the Load Data tab, the check boxes on the Clear data dimension list now work correctly with a single click on the check box.
• WebServices – The DeployApplication2 method in the CallistoAdmin web service which is used in external etl packages to programmatically deploy an Application was changed in build 4223 to add the bDefrag parameter. This has caused etl scripts to start failing. This build returns the DeployApplication2 to it previous definition without the bDefrag parameter. For users wanting to programmatically deploy an Application with defragmentation of the Fact tables, use the new DeployApplication3 method, which includes the additional bDefrag parameter.

This update adds the following:

• Excel Addin – Report Wizard name lookup for List nodes now returns fully qualified name instead of just the name. This insures the selected name from a hierarchy is the specific name added to the list.
• Excel Addin – Report Wizard now includes the base level node number used for Formula definitions in the grid display to make formula editing easier.

This update fixes the following:

• Modeler – Fixes a crash problem that sometimes occurred on closing the Modeler while multiple dimensions were open.
• Modeler – When using Export to Excel for Dimension and Security Roles, the created workbook can now be edited to add and modify new sheets.
• CLRptService – Security definitions using dimension level override for write access and workflow definitions are now properly interpreted, so only valid members are opened for input.
• Excel Addin – Double click to add suppressed members no longer reverses the order of selections each time it is opened.

This update fixes the following:

• Excel Addin – Input Schedule no longer opens the refresh prompt when opening workbooks from the Library or when drilling into an Input Schedule. Due to popular demand the behavior is now consistent with v3 behavior again.
• Excel Addin – Report add totals headings can now include the quotation mark.
• Excel Addin – CL_OpenBookmark macro will now open the Bookmark selector when called without supplying a bookmark name to open.
• Excel Addin – Corrected security enforcement so that a top level member specified in a Security Role is no longer open for input while locked under some circumstances.
• Excel Addin – Member properties MEMBER_KEY, MEMBERDESCRIPTION, and LMEMBER_KEY can now be searched in the Member Selector dialog box like all other properties.
• Mobile/Browser reports – When a user has an invalid member selected in their stored CV from a previous session, the Member Selector will now open properly. This situation can occur when members are deleted in the Modeler.
• WebServices – In the Modeler when adding properties to a dimension, eliminated a condition where you could seem to lose all members, until you cancelled the check out.

This update fixes the following:

• Excel Addin, WebServices, CLRptService – Bookmark slicers and Report slicers now support Application Variables. Application Variables can be referenced in Advanced Options at the bottom of the Member Selector dialog box.

This update fixes the following:

• WebServices – When a new app is created, the user creating the new app is no longer automatically added to the “All Users” security role.
• Excel Addin – For input schedules using multiple lowest level expansions on the rows with the “Add suppressed members” on only part of the lowest level expansions there could be extra members included in the dialog box for the user to select suppressed members. Now the dialog box should only contain the correct members.

This update adds the following:

• Excel Addin, Web Pages, WebServices – New “Allow override by a Personal bookmark with the same name” property in the Report Wizard for a Bookmark reference. When this new property is checked, if a user has a Personal Bookmark with the same name as the Common Bookmark used in a report definition, the Personal Bookmark will be used instead of the Common Bookmark. This allows an Administrator to define a report or input schedule to open with defined top level CV references using a Common Bookmark but for individual users to tailor their experience by copying and modifying the Common Bookmark as a Personal Bookmark.
• Excel Addin, Web Pages – When a report containing an Embedded Bookmark is closed, the Embedded Bookmark is closed. The current Bookmark reverts to the last Bookmark opened in the stack or to no Bookmark.

This update fixes the following:

• Excel Addin – With the Report Wizard any Bookmarks defined or referenced in a report are reopened after editing the report.
• CLRptService – Web Reports will no longer fail when Dynamic rules refer to a secure dimension. (Note: This requires an Application deploy to fully correct the problem.)

This update fixes the following:

• Excel Addin – A problem is fixed where after having done an Investigation, a Logoff/Logon, Change Application or Change Model could cause an Excel crash.

This update adds the following:

• Support for SQL Server 2017.

This update adds the following:

• Mobile/Browser reports – Report selector pages now support left and right swipes for changing folder tabs.

This update fixes the following:

• WebServices – Added Trace log message for sending email message when Trace level of Web Services is set to Debug.
• Modeler – Member names containing members with “_Xnnnn” included in the member name will no longer cause a problem.

This update fixes the following:

• WebServices – On Application deploy any missing tables for Workflow definitions are automatically created. This eliminates an error in web reports.
• WebServices – Extract application in the Modeler no longer fails with an error message about a missing Bookmarks table when the Bookmarks table is missing in the app db.
• Excel Addin – In the Report Wizard when defining a Report Bookmark the type of Bookmark entry is set to the currently selected radio button selections of None, Bookmark reference, or Embedded bookmark.
• Excel Addin – When removing a Bookmark from a report the report will stop automatically opening the Bookmark on every refresh until you logoff.
• Excel Addin – The size of items displayed in the CV on the Ribbon is now properly calculated based on the number of CV dimensions displayed, instead of the total number of CV dimensions.
• Excel Addin – Trace log messages now indicate during logon when a non secure dimension is retrieved from the server because the local cache needs to be refreshed.

This update fixes the following:

• Excel Addin, CLRptService – When moving reports between applications, slicer settings no longer get confused when the internal member ids have changed. When reading slicer settings, we now check to insure the member found with the internal id has the requested Name. If the Name does not match, we now perform additional lookups based on the Member Name to insure the report is using a member with the correct name, even if the internal id has changed.
• Modeler – Resolved a problem where an Application Deploy completes successfully but displays multiple Message boxes during a deploy with the message “Index was out of range. Must be non-ngative and less than the size of the collection. Parameter name: chunkLength”. This problem only occurred when the Modeler was running on a high speed server with many cpus.

This update fixes the following:

• CLRptService – Input cells in a browser input schedule are now open for input again.
• Excel Addin – Text values no longer cause Excel to crash under some conditions.

This update adds the following:

• Mobile/Browser reports – Member Selector now includes Expand / Collapse buttons and when opening collapses most branches for a shorter list and easier navigation by users.
• Modeler – Dimension Editor Import from Excel no longer causes an error when the workbook contains numeric values in any of the cells.

This update adds the following:

• Modeler – Export to Excel / Import from Excel now supports the native Excel “.xlsx” format for the Dimension Editor, List Editor, Security Roles page, and Application Variables page. (Note: Recent versions of Excel are extremely slow saving large workbooks in xml format. This addition allows using the native Excel format which is much faster for large workbooks.) (Caution: Starting with build 4207 the Modeler requires .Net 4.5 for the Export / Import from Excel to support the native Excel “.xlsx” format.)
• Excel Addin – Background color for input cells is no longer set on Totals items sometimes.

This update fixes the following:

• Excel Addin – In the Report Wizard, the Page Left and Page Right actions for the horizontal scroll bar now scroll left and right more consistently a page at a time.
• Excel Addin – Report slicer with multi-select is not valid for an input schedule, and now the report wizard no longer offers the option. An Excel crash under this condition is also fixed.
• Excel Addin, CLRptService – Errors displaying on nested zero suppressed Formula rows are resolved and the items are now suppressed.
• Excel Addin – Performing a Logoff after an Investigation followed by a Logon without closing Excel, no longer causes an Excel crash and loss of logon info and last investigation info.
• Excel Addin – All last investigation info is retained after requesting a Custom Investigation. So the prior non custom investigation can simply be reselected without needing to redefine the dimension requests.

This update adds the following:

• Excel Addin – Report Wizard allows changing slicer selection without first clearing existing selection.

This update fixes the following:

• Excel Addin – Password protected reports can be edited. (Note: In some cases, the report definition may appear to have disappeared in earlier v4 builds. If this happens, close the report editor without saving the report, then click the refresh button to refresh the report to clear up the problem. After that the report should prompt for the password and open properly in the report editor.)
• Excel Addin – When a user’s security limits their access in a way where they have no access to any members in a hierarchy will no longer cause Excel to crash on logon.

This update fixes the following:

• Excel Addin – Multi-select slicer for a report, now grays out the CV member in the Ribbon.
• Modeler, Web Services – Workflow editor saves changed Instances correctly, so changes appear for users in Excel as soon as the Workflow Cycle is saved.
• Modeler, Web Services – Saving a Workflow Cycle no longer deletes Assignments from a different Cycle under some conditions.
• Modeler – Error messages returned from the server are displayed. Some error messages were being ignored.
• Web Services – Restore no longer gives a Bookmarks error when starting with a new empty application.

This update adds the following:

• Excel Addin – Books can now publish reports to worksheets in a workbook. See the new option “Publish to tabs” in the Book definition and “Publish to Workbook” in the Book Section definition. When “Publish to tabs” is checked, then each Section will publish reports to separate worksheets (tabs) in a single workbook. The workbook for each Section can be named with the “Publish to Workbook” definition. If there is no “Publish to Workbook” defined for a section, the default name for the workbook will be “Section_nn”. The worksheet (tab) name for each published report is derived from worksheet (tab) name of the source report and the vary key values for the published report. With the “Publish to tabs” option, each Section is limited to a maximum of 255 reports. Any reports over the maximum are skipped, so that all workbooks created will have a maximum of 256 worksheets.

This update fixes the following:

• Excel Addin, CLRptService – Setting background color on columns no longer clears borders in the column.
• Excel Addin – Eliminated a conflict with the Excel Customize Ribbon functionality. Excel will no longer crash when a user attempts to open the Excel Customize Ribbon while our Excel Addin is enabled.
• Web Services – Opening a Security Role in the Modeler which contains a duplicate user now opens and no longer just displays an error message about a duplicate key.
• Web Services – In the Modeler, after copy application, the user doing the copy is able to open the application. They no longer receive an error message if they are not a System Administrator.
• Modeler – Corrects a problem with setting dimension override security the first time for a dimension.

This update fixes the following:

• Web Services, CLRptService – Mobile/Browser reports can now include custom measures.

This update adds the following:

• Web Services, Mobile/Browser Reports – Supports 2 new url parameters so that reports can be opened from a link on another page.
  • app=application name
  • rpt=report name including path for shared library “L/” or personal library “P/”
  • example url:“http://localhost/CLService/CLServicePages/home.html?app=Sample&rpt=L/Accounts - Dynamic”

This update fixes the following:

• Web Services – Mobile/Browser reports now include Bookmark support.
• Excel Addin – Corrected some Bookmark issues during report refresh.

This update adds the following:

• Excel Addin, Web Services – Bookmarks is a new feature to allow easy navigation to preset locations within an application and tailoring the CV items displayed in the Ribbon. Users can drop their own bookmarks any place within the application for easily returning to a location for things such as a Budget, Forecast, or Actual viewpoint. Adiministrators can also define shared bookmarks. Bookmarks can also be referenced or defined in reports to allow tailoring the CV Ribbon display for specific reports. When one bookmark is referenced by multiple reports, the bookmark is only initialized the first time it is opened making it easy to initialize and control an environment for multiple reports.
• Excel Addin – New CL api commands are:
  • OpenBookmark( bookmarkpath ) – Open a bookmark from the bookmark library. The bookmark is read from the library and initializes all members set in the definition. The bookmark is added to the Bookmark stack.
    • Bookmarkpath – the path to the bookmark in the bookmark library.
    • Returns true if the bookmark is opened and initialized.
  • CloseBookmark() – Close the currently active bookmark. If no bookmark is active, does nothing.
  • SelectBookmark( bookmarkpath ) – First looks to see if the requested bookmark has already been opened. If so, it only updates the CV filtering and does not initialize the member selections. Otherwise it performs an OpenBookmark.
    • Bookmarkpath – the path to the bookmark.
    • Returns true if the bookmark is successfully selected.
• Excel Addin – CV changes by a user are maintained in a stack for easy viewing of how a user navigated to their current location within the app and easy return to any previous navigation location.
• Excel Addin – New “After Add Rows” macro available in Report options. This macro is triggered after a user adds hidden rows in an input schedule with the “<double click to add suppressed items>”.
• Excel Addin – Ribbon display of CV members now adjusts to the window width to minimize the number of times a user is presented with the single Current View button.
• Modeler, Web Services – Multiple Administrator Security Roles can be created. Each of these Roles allow controlling what users are allowed to do by blocking access to any of the Modeler Pages.
  • Application
  • Models
  • Dimensions
  • Lists
  • Security Roles
  • Shared Library
  • Variables
  • Workflows
  • Database Locks
  • Database Setup
• Modeler, Web Services – Option for new Model type of AssumptionOnly. This Model type will not create a stand alone cube in Analysis Services, when a Model will only be used as an Assumptions Model. This allows removal of the overhead for keeping an unused stand alone cube up to date for quicker update times.
• Modeler – Dimension Editor now supports sorting on any column of the member table.
• Modeler, Web Services – List items no longer have an error about the maximum size of the list items.
• Modeler – Rule Editor now displays the rule name in the rule summary.
• Modeler – Security Role editor now supports copying and pasting Read access and Write access definitions.
• Modeler – On a number of pages the currently selected item should remain selected during various operations, such as Save, Check In, and Check out, than it did before.
• Modeler – Security Editor now uses the Member Selector to allow selection of Users.
• Modeler, Web Services – Workflow definition contains a new property:
  • Clear Statuses on Instance Open – When set to true and a Status Model is defined, then the statuses in the Status Model are automatically cleared when a Cycle Instance is opened in either the Modeler or from Excel. Note: When an Instance slice definition changes, only statuses representing the Instance being opened are cleared.
• Modeler – Workflow Editor now uses check in / check out for individual Workflows.
• Modeler – Workflow Editor now supports Copy / Paste of things such as Assignments, Dimension selections, User selections, Form selections, etc.
• Modeler – User may elect to not save their password. This can also be enforced by the System Administrator using the same entry that is currently used for Excel.
• Modeler, Web Services – Export Application to SQL and Import Application from SQL now supports Application Variables.
• Modeler – .Net 3.5 required instead of .Net 2.0. (Note: .Net 3.5 is available on Win 10 by default.)
• Web Services – Copy Application now includes user defined sql functions.

This update fixes the following:

• Modeler – List Editor no longer requires closing and reopening a dimension for new members to be added to a list.
• Excel Addin – Mandatory client update based on server configuration works again.