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September 2024 - Dashboard Release Notes

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  • 🗣️ icon is used to highlight the Customer Request tickets

  • The 2024_09 release contains x1 Schema change


NEW FEATURES

Custom Fields (BETA) 🗣️

-

29554

Custom Fields

We’ve added an innovative way to unlock key-value data in your databases which has traditionally been difficult to report on.

Known as Custom Fields, you can now provide additional configuration to have the Dashboard create objects automatically from the key-value data where previously you would have needed to manually create these for each item. Click HERE for more information on the Custom Fields feature.

When opting to use a BETA feature, we always recommend doing so in a Test environment first, ensuring you are familiar with the feature before you use it in your Production instance. We would encourage you to reach out to your Customer Success Manager to discuss such features, and arrange additional support from our Professional Service team, who can assist with introducing the features into your instances.

Single Chart Word Export - Performance Improvement (BETA) 🗣️

pi#2438

29822 & 32731

Exporting - Word

We’re excited to offer a completely rebuilt Word (docx) export functionality which is almost instant and reflects any changes you make to charts on your screen (including legend selection).

You can try it out by enabling the beta feature BROWSER_WORD_EXPORT (in pancredit_parameters table) and we’d love to hear your feedback and incorporate feedback into our upcoming releases. At present it only supports certain chart types (highcharts) which doesn’t include tables, card charts, maps. Any unsupported will simply fall back to the existing export functionality.

Example of the section from the new Word output:

Screenshot from 2024-08-15 09-23-13.png

 

Improved Preview Of Chart Headings - When Categories Load/Refresh 🗣️

pi#2532

31377

Category Preview

Before charts are fully rendered, we populate the cell with the Chart Title to give an indication of what is loading in. Previously, this was just the Chart Name but now this preview will more closely resemble the panel heading that will appear when the chart fully loads. It will show some of the icons that will be displayed as well as the title/subtitle appropriate for that chart. Replacement cannot be done at this stage meaning any form of replacement within the title/subtitle will result in the preview not including that element. Translations, however, are available so you can expect any translated values to be represented in the accurately.

New User/Role Permission (For Admin Users) - To Access The API Configuration Tab 🗣️

pi#2524

24595 & 31607

User/Role Permissions

A new User/Role permission has been added at the Admin level, to determine whether or not the User is allowed to access/edit the configuration within the APIs tab. The new “edit apis” permission defaults to ‘True’ for Admin users at the User Permission level and ‘False’ for Roles.

JDBC Driver - Class Isolation 🗣️

pi#2489

31482

Drivers

JDBC drivers are now loaded into a separate class-loader from system libraries, significantly improving the chances of untested drivers being compatible. As part of this, the Apache Drill driver has been included in the default distribution since this was a driver which had such an issue previously.

CHANGES

Exporting - Enhanced Single Chart PDF & PowerPoint (Performance Improvements) - REMOVED FROM BETA

pi#2600

-

Exporting - PDF & PowerPoint

Our greatly enhanced, rebuilt pdf and ppt exports for single charts have been enabled by default in this release. If you experience any issue please let us know, for a limited time you can switch back to the old mode by using the beta flag OLD_PDF_EXPORT and OLD_PPT_EXPORT.

Exporting - Enhanced Single Chart PDF & PowerPoint - A Drill Down Chart

pi#2599

-

Exporting - PDF & PowerPoint

Resolved a Known Issue with exporting drilldown-level charts, when using the enhanced Single Chart PDF & PowerPoint export functionality - a Known Issue with the August 24 release.

When a user exports a chart at a drilldown level, the export will now correctly capture the chart from the appropriate hierarchy level, provided the chart type is supported. If the chart type is unsupported, the export will automatically revert to using the renderer service.

Editable Tables - Improved Performance When Sending All Data 🗣️

pi#2545

32019

Editable Tables

By removing some additional variable replacement that wasn’t useful we’ve improved the performance of editable tables. Especially when sending large volumes of data.

Editable Tables - Page Resize & Other Changes Causing Duplicate Data To Be Sent 🗣️

pi#2550

32019

Editable Tables

Resolved an issue where page actions such as a resize could result in duplicate rows of table data could be sent to the editable tables endpoint.

Reports - All Charts Load In Parallel - Improved Performance 🗣️

pi#2539

31184

Reports - Performance

Improved report performance by allowing each chart within a report to load in parallel. This does not affect how the charts are rendered, only how they are returned from the back end. Report performance logs have been updated to display the loading times for each individual chart, as well as an overall loading time, which will now be lower due to the requests for individual charts being asynchronous.

Schedules - Improvement Reliability When Scheduling Tables (Excel Format) 🗣️

scheduler#88

31192 & 31778

Scheduler & Exports

Enhanced the reliability of scheduling tables in Excel format by implementing additional checks to ensure the file's integrity before returning it to the scheduler, along with improvements in naming conventions, increased logging, and better error handling.

Analytics - Unable To Save Analytics Model

pirana#52

31872

Analytics

Despite having the necessary permissions, Admin Users (other than Super Admin) were unable to save Analytics models to the Data Connection, due to a CORS setting issue.

Analytics - Encoded Values Appearing On Analytics Charts

pi#2536

31871

Analytics

Comparators like ‘>=' and special characters like '&’ would appear HTML encoded on Analytics Charts.

Password Reset - Invalid Details Led To Exception

pi#2634

-

Password Reset

Using the password reset function with invalid details previously lead to an exception being displayed.

Organisation - Incorrect Organisation Name Showing In The Configuration Panel

pi#2648

33177

Organisations

Within the Organisations Configuration Panel dropdown list, users will now only see Organisation values where they are either an admin or have 'schedule' permission for those Organisations. If they are an admin, all content will be displayed relating to those Organisations, otherwise an error will be returned that informs the user that they do not have access.

Security - Resolved some issues with CORS settings

pi#2615

-

Security

Resolved an issue where the CORS settings were not being applied correctly.

N.B if you are using CORS (browser based api access) it will not support wildcard hosts defined in the trusted hosts. We recommend api access is done via a server side technology which is not affected by this change.

Performance - Several Performance Improvements 🗣️

pi#2666 & pi#2625

-

Performance

A number of areas of performance improvement were identified and implemented

Translations - Several Improvements To Enable More Translations 🗣️

-

32769, 32816, 32821, 31377

Multi Lingual

A number of additional areas where translations occur in the dashboard have now been added.

SCHEMA CHANGES

 

Description

GitLab

ZenDesk

Column

Column ‘edit apis’

  • added to mis_users and mis_roles tables

pi#2524

24595 & 31607

User Roles / Permissions

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