May 2021 Dashboard Release Notes
Release Name - pi.2021-05-27
Release Date - May 27, 2021
We are pleased to present our latest offering of pi - our May 2021 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.
Dec 13, 2021 - in response to a Java security vulnerability around Log4J2, this version of the dashboard needs to be updated to a version from our patched November 21 (inclusive) - or mitigating actions taken to provide security assurances - more information can be found HERE
01/06/2021 - a patch release has been made available for the May 2021 release. If you use Snowflake as a Data Connector please update to this version as soon as possible. You can find the latest version (2021-05-27.1) by clicking the Download It Now link.
Before upgrading, we recommend taking a backup. You can find more information here.
Here’s what we’ll cover;
- 1 Added
- 1.1 Catalog and Schema names (Zendesk#15367)
- 1.2 Grand Total Label (Zendesk#14558)
- 1.3 API - get column details by columnId (Zendesk#14550)
- 1.4 Drill Condition message (Zendesk#14249)
- 1.5 Drill to Category Chart Type with filters (Zendesk#10645,14088,14089)
- 1.6 Chord Diagram (Dependency Wheel) (Zendesk#10996,7051)
- 1.7 API - Permissions Enhancement (Zendesk#15065)
- 1.8 PowerPoint Export (Zendesk#8139)
- 2 Changed
- 3 Fixed
- 4 Known Issues
- 5 Keeping An Eye On pi
Added
Catalog and Schema names (Zendesk#15367)
Data Connections
Fields for Catalog Name and Schema Name have been added to the Import Manual Data Table and to Data Table Details. This allows users to see and edit these fields manually.
If these fields are not correct the system would not be able to get a list of columns of this table. The correct value is set at the time this table is imported using the table import tool.
Catelog Name - This is set when creating a new table. If the field is empty, you can use the table import tool to import a new table and find out what this is
Schema Name - This is set when creating a new table, and will generally be prefixed on the table name
Grand Total Label (Zendesk#14558)
Tables
The text ‘Total’ now appears on the first column of a table if that column doesn’t have a total already configured (for example, if the last column is numeric and has a Sum total). Please have a look at this section for more information.
If required, the text can be customised by changing the ‘Alternate Column Total Title’ field on the ‘Attributes’ screen.
As before, if no columns have a total configured, the total row does not appear and therefore neither does the total text.
If the First column has a total type it overrides the total message.
Video
We’ve created a short video to explain this in a bit more detail.
API - get column details by columnId (Zendesk#14550)
API
Added API endpoints to allow directly getting columns without providing connection id, which includes:
GET /columns
GET /columns/{id}
Drill Condition message (Zendesk#14249)
Charts
In the ‘Edit Chart’ screen, you can now disable the warning message that normally appears when a user clicks on an undefined drill condition.
To disable this message, select the drill level in the ‘Edit Chart’ screen and untick the box on the ‘Data’ tab. By default, the checkbox will be ticked on new drill to levels. You can find full information in this section.
The following screenshot shows how the message will be displayed if the box is ticked.
Video
We’ve created a short video to explain this in a bit more detail.
Drill to Category Chart Type with filters (Zendesk#10645,14088,14089)
Charts
When drilling from a chart to a category using the Drill to Category feature, filters will be passed to the destination category, just like how a normal drill down works. The destination category must have Category Objects enabled, the passed filters are then used to fill in these Category Objects.
Other chart filters, from the source category, will not be passed to the destination category due to configuration not being available in the destination category.
Please see this section in pi Documentation for more information.
Video
We’ve created a short video to explain this in a bit more detail.
Chord Diagram (Dependency Wheel) (Zendesk#10996,7051)
Chart Types
A new chart type, Chord Diagram, has been added to the list of available chart types. A Chord Diagram is a chart type that’s used to display the flow of data from one node to another in a multidirectional representation. The things being connected are referred to as nodes, in our diagram below the nodes are ‘Employee Names’, and the lines running from one node to another are referred to as links (or Arcs). The thickness of a link is proportional to the amount of data it represents, the thickest line in our example runs from Leah to Jon and from this we can see that the largest number of tickets connect these two employees. You can also create drill down levels from a Chord Diagram, please refer to the supporting documentation for more information.
Screenshots
The following screenshot shows the general view of a Chord Diagram i.e. displaying all links.
Please see this section in pi Documentation for more information on creating, formatting and using Chord Diagrams.