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Release Name - pi.2022-11-24

Release Date -

We are pleased to present our latest offering of pi - our November release! This page helps summarise and familiarise you with the changes we have made and is supported (where applicable) with useful videos to help explain the changes we have delivered.

Info

Before upgrading, we recommend taking a backup. You can find more information here.

Here’s what we’ll cover

Table of Contents

Added

Checkbox to skip pages with empty tables (Zendesk#22289, 22884)

Reporting

A new checkbox ‘Skip Pages With Empty Data Tables’ has been added to the reporting configuration panel, allowing the users to skip pages in the report, which contain only empty tables in its page content.

Image Removed

 

This covers different table types and will affect the reports exported or scheduled in pdf, PowerPoint or Word formats.

By default, the checkbox is unticked, allowing the reports to be exported in its original form.

If you try to export a report, containing only empty tables in its content and you have 'Skip Pages With Empty Data Tables’ ticked, an error will be thrown in the UI, asking you to check your ‘Skip Pages With Empty Data Tables’ configuration and no file will be returned. A similar error will also be displayed in the monitoring screen in the scheduler if you try to schedule such a report.

Info

This functionality will not affect the preview, the preview will still display the report in its original format.

Item 2 Title (GitLab Ref #)

Area of Dashboard

Description

Screenshots/Videos

Warnings/Alerts

Item 3 Title (GitLab Ref #)

Area of Dashboard

Description

Screenshots/Videos

Warnings/Alerts

Item 4 Title (GitLab Ref #)

Area of Dashboard

Description

Screenshots/Videos

Warnings/Alerts

Item 5 Title (GitLab Ref #)

Area of the Dashboard

Description

Screenshots/Videos

Warnings/Alerts

Item 6 Title (GitLab Ref #)

Area of the Dashboard

Description

Screenshots/Videos

Warnings/Alerts

Changed

Alpha tag removed for import/export (Zendesk#15681)

Import/ Export

Alpha tag for import/export for data connections, schedules and reports has now been removed and replaced with a help icon and some help text, providing information on how to import/export between different dashboard versions.

Added pagination for Report Filter and Category Filter Default Value Selection (Zendesk#20260)

Report Filters, Category Filters

When creating/ editing Category Filters, for certain Category Filter types, the system offers a pop up for selecting the default value(s). The pop-up panel now has pagination, which improves performance when there are lots of values to be displayed.

The same implementation is done for selecting Report Filter Default Values.

Fixed

Sorts and Targets not being removed when changing to a chart type that doesn’t support them (Zendesk#8586)

Chart Editor

Previously, when changing from a chart with Sorts and/or Targets to a chart type that doesn’t support them, errors may have been displayed due to the Sorts and Targets not being immediately removed. This has been resolved in this release of the Dashboard.

Blank Pages in PDF (Zendesk#17619)

Reports/ Renderer

Previously, the renderer was adding extra blank pages when a report with a table was exported in PDF. This issue only used to happen in certain scenarios usually where the table content was higher than the size of the page. An extra space of 40px has now been reserved in the report page to make sure no blank pages are created.

Hourly and minutely schedules running at incorrect time after midnight (Zendesk#17742)

Scheduler

Minutely and hourly schedules were re-adjusting to the incorrect time when running after midnight. For example, a time entered as 10:00 would be wrongly re-configured to 00:10. Now, the schedule correctly runs at the time defined by the user.

Licence details disappearing if you navigated away from the ‘Licence’ tab (Zendesk#19413)

Configuration Tool

The details of an XML licence that are displayed in the ‘Licence’ tab of the configuration-tool would disappear if they had not yet been applied via the ‘Apply and Run’ option and you navigated to a different tab. These details now persist between tab changes.

Renderer not working with self-signed or invalid certificates when configured to access the Dashboard over HTTPS (Zendesk#19462)

Configuration Tool/ Renderer

Fixed an issue with the renderer not working with self-signed or invalid SSL certificates when connecting through a HTTPS ‘Dashboard URL’. There is now a new option present under the Renderer tab of the Configuration-Tool (ignoreHttpsErrors in the dashboard.json configuration file) that will allow the Renderer to proceed despite the certificate errors. Ignoring these errors does lower the security level of your configuration so enabling this option is generally not recommended.

Need screenshot

Light Bulb charts not showing data value when small (Zendesk#21349,21479)

Charts/ Reports

Previously, Light Bulb charts would hide their data value when this was smaller than a certain size even if it would have been perfectly legible.

Now, both Light Bulb and Traffic Light charts will display this value, on both the dashboard and in reports containing them, no matter how small they become.

Cached ALM licence takes priority over invalid new licence (Zendesk#21939)

Licencing

Previously, if you changed your UUID license to an invalid one the encrypted licence stored in the database would be used. This hid the fact that the new licence was invalid until the encrypted one expired.

Now, if the UUID licence is invalid you won’t be able to log in and the encrypted licence will be removed from the database.

ALM request incorrectly states database type as ‘HyperSQL’ (Zendesk#21940)

Licencing

Regardless of the type of database being run, the audit data sent to the ALM when using a UUID licence would state that it was a ‘HyperSQL’ database. Now, the database type is identified and reported correctly.

Unable to see all output in Configuration Tool (Zendesk#22289,22884)

Renderer

Fixed an issue with the renderer throwing an error and breaking when an empty table is scheduled to export or is exported in a single chart mode or as a part of a report.

Table width not adhered to in Word on Windows (Zendesk#22381,22383)

Renderer

Previously, the table width ratio was not being respected when exporting tables as Word on Windows. Now, if you create a table with varied column width/ratios, the set column widths will be adhered to when exporting tables in both single chart mode and reports.

Renderer not working over HTTPS with Same-Site ‘none’ and secure cookies (Zendesk#22893)

Renderer

Fixed an issue where a Renderer with default settings was unable to successfully communicate with a Dashboard served over HTTPS with secure cookies and Same-Site set to ‘none’.
Image Added

Release Name - pi.2022-11-24

Release Date -


We are pleased to present our latest offering of pi - our November release! This page helps summarise and familiarise you with the changes we have made and is supported (where applicable) with useful videos to help explain the changes we have delivered.

Info

Before upgrading, we recommend taking a backup. You can find more information here.

Here’s what we’ll cover

Table of Contents


Added

 

Drill to URL with headers/payload - generating variables from external API requests (Zendesk#17237,20582)

URL Charts/ Configuration

It is now possible to build and send custom API requests to external APIs for the purpose of generating variables in the dashboard. These variables can then be used when drilling to a URL chart. This makes it possible to drill to a page using a generated token in the URL as a means of authentication – allowing used to drill to pages that would normally require a log in step.

The creation of API requests is restricted to admins, but requests can be added to charts by users (explorer level or above) so long as the requests are assigned to a category that the user has access to. Multiple requests can be added to a chart, and these requests will be run on drill down, generating variables that are then usable in the url but are not stored or cached.

Creating an API request

There is a now a new tab in the settings screen called ‘APIs’ where requests can be added and edited. Here you can provide the below details to build an API request.

Image Added

 

Request Name – Unique name for the API request you are creating.

Category – Select a category to assign the API request to. This will ensure that only users with access to that category are able to use the API request on charts.

Ordering Index – Selecting an ordering index will change the order that your API requests are displayed in the left panel. If requests have the same ordering index they will be ordered alphabetically by name.

URL – the URL of the API you wish to access.

Method - the method of the request you wish to send (selected from GET, POST, PUT and DELETE).

Body – The body of the request you wish to send to the API. This should be in valid JSON format. The field will be highlighted if invalid JSON is added.

Allow unverified certificates – option to ignore SSL certificates when accessing APIs. This will allow access to APIs that are served using self-signed certificates. CAUTION: It is not recommended to enable this setting unless absolutely necessary due to potential security risks.

Headers – any headers required for sending the request. Typically this will include a Content-Type header for any request with a body, but could also be used for sending information for authentication.

Response Mapping – for mapping the values received in the APIresponse to variables in the dashboard. Variable name corresponds to the name you would like to assign to the generated variable (e.g. USER could be access in the dashboard using [[USER]]). Response key corresponds to the JSON dot notation that will provide the correct value (e.g. a JSON response of {“user”: {“first_name” : “Susan”} would use a response key of “user”.”first_name” to assign “Susan” to the variable.

It is also possible to Test an API request by hitting the lightbulb button when all the relevant details are entered. This will cause JSON response to appear in the response mapping table, showing the available keys for mapping.

Image Added

Adding an API request to a chart

API requests can be run when drilling to a URL chart. API Requests are added to the URL chart that is being drilled to in the chart editor. This is done in the “API Requests” tab.

You can add a request by hitting the + button and selecting from the displayed API requests in the pop up list.

Image Added

 

When a request has been selected, it will show the list of variables that become available when the request is run, these variables can now be used in the URL using the variable [[ ]] notation.

When drilling to the URL from the chart, the variables should be replaced and form part of the URL that is being drilled to.

Hide chart panel heading on card charts (Zendesk#21516)

Card Charts

Added an attribute setting to card charts that allows you to hide the chart panel heading on the chart viewer.

Image Added

This will:

  • Hide the title

  • Allow the card chart to take up the full space of its container

  • Allow the chart panel buttons to spill over into the space of the card chart

Image Added

Checkbox to skip pages with empty tables (Zendesk#22289, 22884)

Reporting

A new checkbox ‘Skip Pages With Empty Data Tables’ has been added to the reporting configuration panel, allowing the users to skip pages in the report, which contain only empty tables in its page content.

Image Added

 

This covers different table types and will affect the reports exported or scheduled in pdf, PowerPoint or Word formats.

By default, the checkbox is unticked, allowing the reports to be exported in its original form.

If you try to export a report, containing only empty tables in its content and you have 'Skip Pages With Empty Data Tables’ ticked, an error will be thrown in the UI, asking you to check your ‘Skip Pages With Empty Data Tables’ configuration and no file will be returned. A similar error will also be displayed in the monitoring screen in the scheduler if you try to schedule such a report.

Info

This functionality will not affect the preview, the preview will still display the report in its original format.

Item 4 Title (GitLab Ref #)

Area of Dashboard

Description

Screenshots/Videos

Warnings/Alerts

Item 5 Title (GitLab Ref #)

Area of the Dashboard

Description

Screenshots/Videos

Warnings/Alerts

Item 6 Title (GitLab Ref #)

Area of the Dashboard

Description

Screenshots/Videos

Warnings/Alerts


Changed

Alpha tag removed for import/export (Zendesk#15681)

Import/ Export

Alpha tag for import/export for data connections, schedules and reports has now been removed and replaced with a help icon and some help text, providing information on how to import/export between different dashboard versions.

Added pagination for Report Filter and Category Filter Default Value Selection (Zendesk#20260)

Report Filters, Category Filters

When creating/ editing Category Filters, for certain Category Filter types, the system offers a pop up for selecting the default value(s). The pop-up panel now has pagination, which improves performance when there are lots of values to be displayed.

The same implementation is done for selecting Report Filter Default Values.


Fixed

Sorts and Targets not being removed when changing to a chart type that doesn’t support them (Zendesk#8586)

Chart Editor

Previously, when changing from a chart with Sorts and/or Targets to a chart type that doesn’t support them, errors may have been displayed due to the Sorts and Targets not being immediately removed. This has been resolved in this release of the Dashboard.

Blank Pages in PDF (Zendesk#17619)

Reports/ Renderer

Previously, the renderer was adding extra blank pages when a report with a table was exported in PDF. This issue only used to happen in certain scenarios usually where the table content was higher than the size of the page. An extra space of 40px has now been reserved in the report page to make sure no blank pages are created.

Shouldn’t be able to create schedules and reports with iframes, url link, drill to url and drill to category (Zendesk#17643)

Scheduler

Fixed an issue where you could create schedules and reports with iframes. We have now blocked the following 4 chart types from appearing on the dropdown menu for attachments for schedules and reports:

  • Iframes

  • Url link

  • Drill to url

  • Drill to category

If you have a schedule previously saved with any of these chart types attached, the attachment will now appear in red on the schedule editors screen to notify you that it needs to be deleted.

Hourly and minutely schedules running at incorrect time after midnight (Zendesk#17742)

Scheduler

Minutely and hourly schedules were re-adjusting to the incorrect time when running after midnight. For example, a time entered as 10:00 would be wrongly re-configured to 00:10. Now, the schedule correctly runs at the time defined by the user.

Licence details disappearing if you navigated away from the ‘Licence’ tab (Zendesk#19413)

Configuration Tool

The details of an XML licence that are displayed in the ‘Licence’ tab of the configuration-tool would disappear if they had not yet been applied via the ‘Apply and Run’ option and you navigated to a different tab. These details now persist between tab changes. (Might be Jan Release)

Renderer not working with self-signed or invalid certificates when configured to access the Dashboard over HTTPS (Zendesk#19462)

Configuration Tool/ Renderer

Fixed an issue with the renderer not working with self-signed or invalid SSL certificates when connecting through a HTTPS ‘Dashboard URL’. There is now a new option present under the Renderer tab of the Configuration-Tool (ignoreHttpsErrors in the dashboard.json configuration file) that will allow the Renderer to proceed despite the certificate errors. Ignoring these errors does lower the security level of your configuration so enabling this option is generally not recommended.

Need screenshot (Might be Jan release)

Unable to convert excel file to database when using a database hosted on azure (Zendesk#20481)

Excel Reader

Fixed an issue where you were previously unable to save an excel file to a database hosted on azure. This was due to some unnecessary escaping of characters upon saving. Now, ensuring that you have the database username credentials set up in the format ‘<username>@<server>’, you should be able to successfully save an excel spreadsheet to an azure database.

Reset password link only appearing as localhost for non admin user (Zendesk#20499,21831,23552)

Password Reset

Fixed an issue where the url generated by the reset password link would contain ‘localhost’ rather than the appropraite hosted url. It now always generates a url taken directly from the server.

Speedometer targets appearing outside chart when the final set target is not the highest one (Zendesk#20689,22723,23049,23402,23486)

Chart Viewer

Fixed an issue where the targets for the speedometer would appearing outside the chart under the following conditions:

  • You have multiple targets set up

  • The final target defined is not the one with the highest value (i.e. target one is 100-200, target two is 0-100)

This would cause a visual glitch where the target would appear outside the chart. The targets now retain their position inside the chart under these conditions.

Tomcat logging should be ‘ERROR’ by default and should save correctly (Zendesk#21030)

Settings

Previously, the Tomcat logging setting within the settings screen was set to ‘debug’ by default. It is now set to ‘error’ by default. Addtitionally, there was an issue where, upon changing and saving this setting, it would not save correctly and would revert back to its default setting. This has been fixed, allowing this setting to save and update correctly.

Light Bulb charts not showing data value when small (Zendesk#21349,21479)

Charts/ Reports

Previously, Light Bulb charts would hide their data value when this was smaller than a certain size even if it would have been perfectly legible.

Now, both Light Bulb and Traffic Light charts will display this value, on both the dashboard and in reports containing them, no matter how small they become.

Cached ALM licence takes priority over invalid new licence (Zendesk#21939)

Licencing

Previously, if you changed your UUID license to an invalid one the encrypted licence stored in the database would be used. This hid the fact that the new licence was invalid until the encrypted one expired.

Now, if the UUID licence is invalid you won’t be able to log in and the encrypted licence will be removed from the database.

ALM request incorrectly states database type as ‘HyperSQL’ (Zendesk#21940)

Licencing

Regardless of the type of database being run, the audit data sent to the ALM when using a UUID licence would state that it was a ‘HyperSQL’ database. Now, the database type is identified and reported correctly.

Empty Tables break exports (Zendesk#22289,22884)

Renderer

Fixed an issue with the renderer throwing an error and breaking when an empty table is scheduled to export or is exported in a single chart mode or as a part of a report.

Table width not adhered to in Word on Windows (Zendesk#22381,22383)

Renderer

Previously, the table width ratio was not being respected when exporting tables as Word on Windows. Now, if you create a table with varied column width/ratios, the set column widths will be adhered to when exporting tables in both single chart mode and reports.

Applying a pre-select value to a date range filter with the browser language set to "English (United Kingdom, Oxford English Dictionary spelling)" does not allow you to display data (Zendesk#22517,22672)

Category Filters

Fixed an issue where - when applying a pre-select value to a date range fitler while the browser’s language is set to "English (United Kingdom, Oxford English Dictionary spelling)" - it would cause the data to not display on the chart. Now, it correctly proccesses the language setting and the data displays as expected.

Date range selector - doesn't allow you to set the ‘from’ date in the past when changing the ‘to’ date to a date in the past (Zendesk#22761,23101)

Category Filters

Previously, when loading a category with a date range selector filter - with either a default value or a value that has already been saved - when you moved the ‘to’ date to a date in the past, it would not allow you to select a ‘from’ date before the previously selected ‘to’ date.

For example:

  • You load the category and the date filter has ‘from’: ‘10/10/2022’, ‘to’: ‘15/10/2022’

  • You change ‘from' to '5/10/2022’

  • You cannot select a ‘to’ date before ‘10/10/2022' until after after saved and re-loaded the category

This has been fixed, so you can now freely update the ‘to’ date on this filter to a date in the past.

Renderer not working over HTTPS with Same-Site ‘none’ and secure cookies (Zendesk#22931,22893)

Renderer

Fixed an issue where a Renderer with default settings was unable to successfully communicate with a Dashboard served over HTTPS with secure cookies and Same-Site set to ‘none’.

Unable to update editable tables (Zendesk#23334)

Data Tables

Fixed an issue where you were previously unable to update editable tables when a non data column was present. An example of a non data column is having a ‘where clause’ within the object that the data for this particular tables is taken from.

Download and export buttons are available for: iframes, url link, drill to url and drill to category - even though they don’t work (pi#1406)

Chart Viewer

We have disabled the buttons that allow you to schedule the following chart types, or export them as anything other than powerpoint, from the chart viewer screen.

  • Iframes

  • Url link

  • Drill to url

  • Drill to category

User created repository backups have “..” in their filenames(configuration-tool#116)

Configuration Tool

Repository backups created through the ‘Create Backup’ button under the ‘Repository’ tab of the configuration-tool mistakenly had two adjacent dots as part of their filename. They now have a single dot as intended.

Unable to see all output in Configuration Tool (configuration-tool#117)

Configuration Tool

If an output message was wider than the ‘messages’ screen of the Configuration Tool, the overflowing contents would be hidden. This would happen relatively frequently as messages were rendered on a single line regardless of their length. Now, word-wrapping is applied to each message allowing them to be broken up into multiple lines as long as logical splitting points are present.


Known Issues

Issue 1 (GitLab Ref #)

Area of the Dashboard

Description

Screenshots/Videos

Workarounds

Warnings/Alerts

Issue 2 (GitLab Ref #)

Area of the Dashboard

Description

Screenshots/Videos

Workarounds

Warnings/Alerts


Info
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