November 2022 Dashboard Release Notes

November 2022 Dashboard Release Notes


Original Release Name - pi.2022-11-24

Patched Release Name - 2022_11_24.1

Patched Release Name - 2022_11_24.2

Original Release Date - Dec 8, 2022

Patched Release Date - Dec 16, 2022

Patched Release Date - Jan 26, 2023

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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.

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

Here’s what we’ll cover

 


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 users to drill to pages that would normally require a log in step.

Please see this page for more information.

 

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

Card Charts

Uers will now be able to hide the chart panel heading on Card Charts.

Please see this page in piDocumentation for more information.

 

Checkbox to skip pages with empty tables (Renderer#74)

Reporting

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

 

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.

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

 


Changed

 

Patch.2 - The automatic licence manager (ALM) not calling back in some circumstances

Automated Licence Manager

In certain circumstances the Automated Licence Manger (ALM) is not calling back to the licencing server. This will only effect customers who use automated licence keys.

The licence manager should call back to the panintelligence licence server every 24 hours, this validates the site is licenced, and sets the limits of users, user types and modules accessible. If a call back has not happened for a determined period of time then the instance will believe it is no longer licenced. This locks users out of the system.

Users trying to access the dashboard in this circumstance will not be allowed to access the dashboard. Depending on your authorisation settings users may receive a warning message - or just an error.

In addition if no licence is found users where given the wrong error message.

This has also been resolved, now a user will be told explictly if no licence key has been found.

 

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.

 

Implement the ability to provide filter values when scheduling reports (Zendesk#20260)

Scheduling and Reports

Previously when scheduling reports, the reports were using the default filter values. This means that users would be unable to schedule the same report with different filter values unless the report was duplicated.

This change ensures that users can provide filter values to override the default definition when configuring a schedule, which means that the same report can be sent with different filters.

In order to achieve this, the following changes were made:

On the Schedules screens:

  • Each report attachment now has a button to launch a panel, which allows providing filter values associated to the attachment

  • The panel works just like category filter selection, which supports cascading filter values

  • The same report can now be added to the schedule multiple times with different filter values

On the Reports screens:

  • Editing report filters can cause the definition of the overriding values to be out of sync. The report filters screen now shows the affected schedules when editing the filters

  • If the schedules are affected by the change of report filters, they are disabled when saving the report. Users need to review and edit those schedules to correct the filter values accordingly, so that the reports can be sent out as expected

API changes: