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Spreadsheet Server v23.1 Release Notes

This article describes feature enhancements, resolved issues, and important information for Spreadsheet Server v23.1, released on February 28, 2023.

Important Notice

Version 23.1 of the Spreadsheet Server Release Notes describes some features that are exclusively available for Platform customers. If you are not a Platform customer, please contact your account manager about leveraging some of the new features in this release.

Spreadsheet Server v23.1.2 Resolved Issues

Spreadsheet Server v23.1.2 was released on May 01, 2023.

Title Description

Drill Down

As you drill down on a new or existing formula, the values in the second level drill down now display the thousands separator commas. This is in consistency with the first and third level drill down function.

Query Designer

When you create a one-word Alias, without space or any numbers, the field name no longer displays in upper case.

Formula Builder

GXL formulas now run successfully as the JD Edwards connection types SQL Server, Oracle, and iSeries correctly use LTRIM(RTRIM()).

UI Fixes

This release modifies the errors in the display of text and values in the Drill Down Result Viewer and Query Designer.

Title Description

Drill Down

As you drill down on a new or existing formula, the values in the second level drill down now display the thousands separator commas. This is in consistency with the first and third level drill down function.

Query Designer

When you create a one-word Alias, without space or any numbers, the field name no longer displays in upper case.

Formula Builder

GXL formulas now run successfully as the JD Edwards connection types SQL Server, Oracle, and iSeries correctly use LTRIM(RTRIM()).

UI Fixes

This release modifies the errors in the display of text and values in the Drill Down Result Viewer and Query Designer.

Spreadsheet Server v23.1.1 Resolved Issues

Spreadsheet Server v23.1.1 was released on March 28, 2023.

Title Description

Formula Builder

Running a GEXD formula no longer displays the ‘Connection not found’ error in the View Log. The query runs successfully in Excel as the connection exists in the Application Configurator and the query works in the Query Designer.

Formula Builder

To seamlessly work with the Formula Builder in Excel, you can now Shift-click to display the context menu and then select Move to move the window on your screen. The context menu does not display by default as enabling it can disable resizing. This feature remains similar to moving error logs, settings, and other windows on your screen.

Formula Builder

You can successfully run a GEXQ formula in Excel and receive the correct result. It works without errors, just like running the summary for a query in the Query Designer.

Formula Builder

When you select the JD Edwards Ledger in the Formula Builder, you can now successfully create a GXL. The segments display correctly.

Locate Segment

You can now view the Segment Values for the JD Edwards Ledger in Locate Segment even as you set Oracle JDE configuration as the default connection in the Application Configurator.

BPCS - Load Local Database

As you sign in and load a BPCS Local Database in Spreadsheet Server Settings, reporting from the Local BPCS Database does not result in an error with the first level drill down.

Installer

The ‘Error Initialize SSApp’ error no longer displays when installing and configuring the v23.1 Application Configurator. This error was specific to the Application Configurator install only and not the installation alongside Spreadsheet Server.

Installer

Fresh installs no longer error out when the install does not successfully create SSSettings.xml.

Application Configurator

You can now successfully create new training and production environments in the Application Configurator. This fix is specific to non-Platform customers.

Profile Scheduler

When upgrading to v23.1, the scheduled tasks created in an older version remain unaffected. You will not receive an error message related to the update of scheduled tasks during the installation process, the Profile Scheduler runs these tasks successfully post the upgrade.

Query Designer

When you run a query in the Query Designer, the parameter that passes into the auto-generated SQL code no longer removes single quotes around ‘&PARMXX’.

Clear Cache and Recalculate

As you upgrade from v20.2 to the later versions, workbooks that were previously running now return accurate data when you clear cache and recalculate. There is no discrepancy in the data post the upgrade.

Spreadsheet Server Excel Add-in

When you close an Excel workbook with data retrieved from Spreadsheet Server, a blank workbook does not reopen. The application closes as usual.

Performance Enhancement

This version of Spreadsheet Server provides an efficient method of executing the GXLs to improve the performance for Custom GLs by reducing the initial calculation time when opening a workbook.

Licensing

You can now dynamically add new license types to the product. This is specific to Platform customers.

Title Description

Formula Builder

Running a GEXD formula no longer displays the ‘Connection not found’ error in the View Log. The query runs successfully in Excel as the connection exists in the Application Configurator and the query works in the Query Designer.

Formula Builder

To seamlessly work with the Formula Builder in Excel, you can now Shift-click to display the context menu and then select Move to move the window on your screen. The context menu does not display by default as enabling it can disable resizing. This feature remains similar to moving error logs, settings, and other windows on your screen.

Formula Builder

You can successfully run a GEXQ formula in Excel and receive the correct result. It works without errors, just like running the summary for a query in the Query Designer.

Formula Builder

When you select the JD Edwards Ledger in the Formula Builder, you can now successfully create a GXL. The segments display correctly.

Locate Segment

You can now view the Segment Values for the JD Edwards Ledger in Locate Segment even as you set Oracle JDE configuration as the default connection in the Application Configurator.

BPCS - Load Local Database

As you sign in and load a BPCS Local Database in Spreadsheet Server Settings, reporting from the Local BPCS Database does not result in an error with the first level drill down.

Installer

The ‘Error Initialize SSApp’ error no longer displays when installing and configuring the v23.1 Application Configurator. This error was specific to the Application Configurator install only and not the installation alongside Spreadsheet Server.

Installer

Fresh installs no longer error out when the install does not successfully create SSSettings.xml.

Application Configurator

You can now successfully create new training and production environments in the Application Configurator. This fix is specific to non-Platform customers.

Profile Scheduler

When upgrading to v23.1, the scheduled tasks created in an older version remain unaffected. You will not receive an error message related to the update of scheduled tasks during the installation process, the Profile Scheduler runs these tasks successfully post the upgrade.

Query Designer

When you run a query in the Query Designer, the parameter that passes into the auto-generated SQL code no longer removes single quotes around ‘&PARMXX’.

Clear Cache and Recalculate

As you upgrade from v20.2 to the later versions, workbooks that were previously running now return accurate data when you clear cache and recalculate. There is no discrepancy in the data post the upgrade.

Spreadsheet Server Excel Add-in

When you close an Excel workbook with data retrieved from Spreadsheet Server, a blank workbook does not reopen. The application closes as usual.

Performance Enhancement

This version of Spreadsheet Server provides an efficient method of executing the GXLs to improve the performance for Custom GLs by reducing the initial calculation time when opening a workbook.

Licensing

You can now dynamically add new license types to the product. This is specific to Platform customers.

Spreadsheet Server v23.1 insightsoftware Platform Enhancements

Title Description

Web logs

You can now select multiple rows on the View Logs page by using your Ctrl option on the Keyboard.

Web logs

You can now select the rows on the View Logs page by using Shift and then down arrow option on your Keyboard.

Web logs

You may now view seconds on the logs page in addition to date, time, and minutes.

Web logs

You can now view the advanced columns, Method and Class, by enabling the Advanced View option on the logs page.

Auto Upgrade

Platform customers can upgrade Spreadsheet Server by responding to a dialog box displaying a message that an Upgrade is available.

When an upgrade is available, Spreadsheet Server detects it and displays the message for the Platform customer.

Spreadsheet Server displays information about the upgrade:

  • A note describing the end date for the upgrade

  • The currently executing version

  • The latest version that will be installed

  • A link to the release notes

  • A button to perform the upgrade

  • A button to defer the upgrade for a day (Tomorrow), Seven days, or 30 days

When the Platform customer selects the upgrade, they are prompted to close any open spreadsheet server applications, and then Spreadsheet Server automatically updates all installed applications.

Platform customers will have the option to pause the upgrade, and Spreadsheet Server will remind them after a month. After two months, Spreadsheet Server will force an upgrade.

Additional Rollback and Update Information

  • We enforce the automatic upgrade if you pause it. The timeline is 60 days. Users cannot defer after 60 days grace period is complete and the Spreadsheet Server ribbon will be disabled. Users can't access or use Spreadsheet Server until they complete the required upgrade.

  • Users cannot rollback to a previous version themselves. Call Support to see if a rollback can be completed.

  • Support can enable Pause upgrade for 30 days (only when required) through a separate app configurator login.

  • The Check for updates functionality is added to the ribbon, so users can check for the latest version and choose to upgrade.

  • Auto-Upgrade in Phase 1 will not be available for SAP users.

Title Description

Web logs

You can now select the multiple rows on the View Logs page by using your Ctrl option on the Keyboard.

Web logs

You can now select the rows on the View Logs page by using Shift and then down arrow option on your Keyboard.

Web logs

You may now view seconds on the logs page in addition to date, time, and minutes.

Web logs

You can now view the advanced columns, Method and Class, by enabling the Advanced View option on the logs page.

Auto Upgrade

Platform customers can upgrade Spreadsheet Server by responding to a dialog box displaying a message that an Upgrade is available.

When an upgrade is available, Spreadsheet Server detects it and displays the message for the Platform customer.

Spreadsheet Server displays information about the upgrade:

  • A note describing the end date for the upgrade

  • The currently executing version

  • The latest version that will be installed

  • A link to the release notes

  • A button to perform the upgrade

  • A button to defer the upgrade for a day (Tomorrow), Seven days, or 30 days

When the Platform customer selects the upgrade, they are prompted to close any open spreadsheet server applications, and then Spreadsheet Server automatically updates all installed applications.

Platform customers will have the option to pause the upgrade, and Spreadsheet Server will remind them after a month. After two months, Spreadsheet Server will force an upgrade.

Additional Rollback and Update Information

  • We enforce the automatic upgrade if you pause it. The timeline is 60 days. Users cannot defer after 60 days grace period is complete and the Spreadsheet Server ribbon will be disabled. Users can't access or use Spreadsheet Server until they complete the required upgrade.

  • Users cannot rollback to a previous version themselves. Call Support to see if a rollback can be completed.

  • Support can enable Pause upgrade for 30 days (only when required) through a separate app configurator login.

  • The Check for updates functionality is added to the ribbon, so users can check for the latest version and choose to upgrade.

  • Auto-Upgrade in Phase 1 will not be available for SAP users.

Spreadsheet Server v23.1 Feature Enhancements (All Customers)

Title Description

Query Designer

Date Conversion dropdown has been added back to the Expression Builder window.

Query Designer

You can now save the resized SQL and parameters windows in Query Designer from Query Designer Settings.

Formula Builder

You can now use Graphic Type as a parameter in excel while using Query Formulas.

Profile Scheduler

You will be notified through email if a distribution is complete, when you enable Send email notification for task failures available under Notifications.

Profile Scheduler

Using Profile Scheduler, you can now distribute only selected rows instead of the entire worksheet.

Profile Scheduler

You will now be notified if you try to turn off your computer while the Profile Scheduler tasks are still running.

Distribution Manager

You can now distribute the reports from the desired email ID by selecting the destination type as email on the Maintain Specifications page.

Export logs

You can now export the logs to the desired location local machine using the Export All button available on the Log Viewer page.

Installer

While upgrading Spreadsheet Server, select Modify Install to abort the upgrade process if the following files are running:

  • Excel.exe
  • Application Configurator.exe
  • GSI_Sched.exe (Profile Scheduler)
  • QueryDesigner.exe
  • Spreadsheet Server Control Panel.exe

GL Ledger Type: BPCS 6.04

If you click Locate Segment to look for segment values for the GL Ledger Type: BPCS 6.04, the description field returns the description for the code value.

Formula Builder

The Formula Builder's user interface is enhanced to improve the user experience across the application.

Title Description

Query Designer

Date Conversion dropdown has been added back to the Expression Builder window.

Query Designer

You can now save the resized SQL and parameters windows in Query Designer from Query Designer Settings.

Formula Builder

You can now use Graphic Type as a parameter in excel while using Query Formulas.

Profile Scheduler

You will be notified through email if a distribution is complete, when you enable Send email notification for task failures available under Notifications.

Profile Scheduler

Using Profile Scheduler, you can now distribute only selected rows instead of the entire worksheet.

Profile Scheduler

You will now be notified if you try to turn off your computer while the Profile Scheduler tasks are still running.

Distribution Manager

You can now distribute the reports from the desired email ID by selecting the destination type as email on the Maintain Specifications page.

Export logs

You can now export the logs to the desired location local machine using the Export All button available on the Log Viewer page.

Installer

While upgrading Spreadsheet Server, select Modify Install to abort the upgrade process if the following files are running:

  • Excel.exe
  • Application Configurator.exe
  • GSI_Sched.exe (Profile Scheduler)
  • QueryDesigner.exe
  • Spreadsheet Server Control Panel.exe

GL Ledger Type: BPCS 6.04

If you click Locate Segment to look for segment values for the GL Ledger Type: BPCS 6.04, the description field returns the description for the code value.

Formula Builder

The Formula Builder's user interface is enhanced to improve the user experience across the application.

Spreadsheet Server v23.1 Resolved Issues

Title Description

Drill down

Data pulled using Journal drill down now contains thousands separator.

Query Designer

You can now change the location and size of the query designer window.

Distribution Manager

You can now insert a graph in a workbook and distribute the workbook without running into any errors.

Formula Builder

If you select table in the Range/table/row parameter while creating the GXE formula, the error message is no longer displayed.

Title Description

Drill down

Data pulled using Journal drill down now contains thousands separator.

Query Designer

You can now change the location and size of the query designer window.

Distribution Manager

You can now insert a graph in a workbook and distribute the workbook without running into any errors.

Formula Builder

If you select table in the Range/table/row parameter while creating the GXE formula, the error message is no longer displayed.

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