April 2025 - Dashboard Release Notes

The following magic variables have been added to the dashboard to display only the year component of the financial year date, such as '2025' instead of the full date:

• START_OF_CURRENT_FINANCIAL_YEAR_YEAR

• END_OF_CURRENT_FINANCIAL_YEAR_YEAR

• START_OF_LAST_FINANCIAL_YEAR_YEAR

• END_OF_LAST_FINANCIAL_YEAR_YEAR

• START_OF_NEXT_FINANCIAL_YEAR_YEAR

• END_OF_NEXT_FINANCIAL_YEAR_YEAR

• CURRENT_FINANCIAL_MONTH

• CURRENT_FINANCIAL_MONTH_SHORT_NUMBER

A new option has been introduced to the dashboard to allow data item translations in CSV exports. Previously, only the original data was included. This functionality can be activated by selecting the new checkbox in the Chart Configuration screen:

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Please note, this feature is disabled by default and will have to be enabled per chart basis. Once enabled, the exported CSV file will contain the translated data if defined, matching the data display in the UI.

Previously, there was an issue with maps with legend, when a legend was too large and contained too many items, it would spill off the edge of the page and not all legend items would be visible. Now, map legend have been paginated, similarly to all of our other chart types, in the case of a legend containing too many items to fit within the chart container.

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The legend will have a scroll up button, a page indicator (which page you’re on compared to the total number of pages), and a scroll down button. The legend will readjust its total page count upon resizing the chart container vertically, and will scroll back to the top of the legend, whilst retaining the legend’s current state (which items have been clicked).

You can now set none, either, or both of maximum and minimum zoom settings for maps (on a scale of 0-18). This allows you to curate the users view both for the default and the zoom control to avoid a view which is very zoomed out or very zoomed in.

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Our fantastic new Category Objects panel is now removed from beta and enabled by default.

This has been rewritten from the ground up to provide the best performance and functionality. For a limited period of time you can use the beta flag NEW_CO_SHOW_OFF to revert this change if you experience any issues, please provide any feedback to support.

A number of improvements have been made to the styling of the new category objects panel. Please see the main changes listed below:

• Added missing styling to ‘Cancel’ button in a category objects panel. The styling to this button will be derived from .pi-style__btn-default class.

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• Multi-picker values no longer overflow the input box. max-height has been set to 52px by default to control this behaviour. New CSS class .pi-style__category-objects-top-panel .pi-input.searchable-multi-select-multi-rows-input has been added, allowing users to customise styles for this input box.

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• New CSS classes have been added to style the buttons in a multi-select modal. This applies to ‘Cancel’, ‘Apply’, ‘Clear’, ‘All’, ‘None’ buttons as per the screenshot below:

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New CSS classes:

.pi-style__btn-multi-select-modal-apply - Default styling for the ‘Apply’ button

.pi-style__btn-multi-select-modal-cancel - Default styling for the ‘Cancel’ button

.pi-style__btn-multi-select-modal-selection - Default styling for the selection buttons ('Clear', ‘All’, ‘None')

We have even more CSS changes coming in our May 25 release, so be sure to check those out next month too!

An issue occurred where list of values for a droplist Category Object could be inaccurate. This was only a problem when using the New Category Object Panel, when the ‘Display on Top’ option was in use. The impact was limited to only droplists that were not excluded from the cascade, and therefore had their values restricted by a previous Category Object.

For a limited period, we provided a fall-back option to use our older, slower export system for many types of charts and tables. After a period of the new functionality being on by default for all customers, we have now removed the fall-back option. Certain types of more complex exports will continue to use the renderer and take longer to generate but where possible the near-instantaneous browser based exports will be used.

You can now add charts from parent organisations to reports.

In the dropdown menu to select a chart, you will see 2 sections - 1 for the current organisation, and 1 for the parent organisation:

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If you export and import a report with charts from parent organisations, you will get a warning for the report that contains these charts, and upon expanding the information for the report with the warning, you will see a warning for each chart that is from a parent organisation:

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You will still, however, be able to successfully import the report. The charts from the parent organisation, will, however, not be present, and you will have to manually re-add them after the import.

Previously, actions such as navigating to the Configuration Screen would result in the processing of data columns for every Organisation the user had Admin access to.

For users with a lot of access, this could lead to a notable delay between clicking the spanner icon and the initial Organisation being available for editing. This was particularly slow when there were a lot of inherited connections as those require extra processing.

Now, rather than paying the processing cost for all Organisations upfront the ‘Column Store’ is built progressively as access to it is required. For example, opening the Configuration Screen will now initially only process/load the columns required for the Organisation the user will initially land on (usually their Owner Org). Switching to a different Organisation via the dropdown will result in the data columns for that Organisation being processed and loaded. This does mean that switching from one Organisation to another will be slower but unless you end up editing all of the Organisations you have access to the accumulated time should be reduced.

This change also affects the opening of the Chart Editor which behaved in a similar way to the Configuration Screen. Rather than processing all Organisations, only the data columns relevant to the Organisation the data of the chart is from will be loaded. New charts or those that have had all of their data columns removed will still process all Organisations due to the need to have all potential columns available.

Previously, when drilling into a Custom Map with 'Full screen to display this level' and 'Drill to top on full screen close' enabled, exiting the full screen would incorrectly return the user to the Custom Map instead of the Top Level Chart.

Now if both options are selected within the Chart Attributes screen, closing full screen will correctly return to the top-level chart. The video below provided a short demonstration:

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As mentioned in the 2025_03 Release Notes (Known Issues section), an issue was discovered whereby the Category list when saving Temp Filters would not always list the categories related to the correct Organisation. Rather it would always list the ‘active org’ that would be the user’s Owner Organisation - unless they had happened to pick a different one from the Configuration Screen selector, which has been addressed.

Temporary chart filters added by subscribed users were not being saved under the correct orgId.

Empty tables were being scheduled despite the 'Data' checkbox being selected. The 'Data' flag will now be correctly respected—only tables with actual data will be sent out when this option is selected.

As mentioned in the 2025_03 Release Notes (Known Issues section), an issue was discovered whereby Encrypted Schedules (where a password has been defined) would fail to run on Windows only installations.

Some authentication modes were inadvertently reusing the same session identifier both before and after authentication.

Some user messaging has been moved from session storage to other locations to reduce the overall session data stored, the ultimate aim being to remove any stored session state.

To mitigate the CVE-2025-22869 vulnerability around the Scheduler and Excel Reader modules, we have upgraded the Crypto package to v0.37.0.

Removed

Unused Columns From mis_hierarchy_columns

mis_hierarchy_columns.EDITABLE

mis_hierarchy_columns.SHOW_SUM

mis_hierarchy_columns.SHOW_ROW_SUM

migrations#66*

-

Added

Maps Zoom fields to mis_hierarchies

mis_hierarchies.maps_min_zoom

mis_hierarchies.maps_max_zoom

pi#2908

32772

Added

Org Super Admin to mis_users

mis_users.org_super_admin

pi#2609

31913

Added

Export as csv with translations to mis_defined_charts

mis_defined_charts.export_as_csv_with_translations

pi#2891

34772