Spreadsheet Server v23.2 Release Notes

Log Viewer now logs all the data when running a GEXD formula.

Existing queries that return values over JD Edwards in SQL servers now run correctly on Office 360 and v23.2.2.

Recently updated or used queries now appear in a list when opening the Query Designer.

Expand Segment now displays accurate results for Deltek customers without any need for profile modification.

Log Viewer now logs all the data when running a GEXD formula.

Existing queries that return values over JD Edwards in SQL servers now run correctly on Office 360 and v23.2.2.

Recently updated or used queries now appear in a list when opening the Query Designer.

Expand Segment now displays accurate results for Deltek customers without any need for profile modification.

The Drill Down panel does not use the currency sign from the Windows regional settings against the amount values.

When selecting BPCS 6.04+ ledger in Spreadsheet Server Settings, the segments correctly display under Chart of Account Options.

When selecting an SAP ledger, the segments display correctly.

When selecting an SAP NEWGL ledger for a formula, the segments display correctly.

When expanding the GL row by segment, the segments display correctly.

Running a custom table load job is no longer delayed.

The first level drill down balance now matches the GXL balance, and the journal drill down returns transaction records.

Application Settings saves JD Edwards SQL Server as the general ledger type without any errors for new installations, and the correct ERP displays for selection in Application Configurator Settings.

Application Configurator displays a revised error message when it cannot validate the license.

The GXE panel allows you to create a new sheet for a new GXE formula by entering the target sheet name.

Users can execute a GXE report without any errors.

Spreadsheet Server does not create empty ExcelDnaAddIn.log files in the folder.

Distribution Manager does not display a critical error message when the group spec target output is PDF by email or when emailing grouped lines.

When selecting BPCS 6.04+ ledger in Spreadsheet Server Settings, the segments correctly display under Chart of Account Options.

When selecting an SAP ledger, the segments display correctly.

When selecting an SAP NEWGL ledger for a formula, the segments display correctly.

When expanding the GL row by segment, the segments display correctly.

Running a custom table load job is no longer delayed.

The first level drill down balance now matches the GXL balance, and the journal drill down returns transaction records.

Application Settings saves JD Edwards SQL Server as the general ledger type without any errors for new installations, and the correct ERP displays for selection in Application Configurator Settings.

Application Configurator displays a revised error message when it cannot validate the license.

The GXE panel allows you to create a new sheet for a new GXE formula by entering the target sheet name.

Users can execute a GXE report without any errors.

Spreadsheet Server does not create empty ExcelDnaAddIn.log files in the folder.

Distribution Manager does not display a critical error message when the group spec target output is PDF by email or when emailing grouped lines.

Formula Builder launches without any errors for multiple users at the same time on their remote desktop hosted for customers.

BV formulas in Formula Builder allow you to retrieve and run Angles Business Views in Spreadsheet Server. You can use the GPXD formula to obtain detailed results of business views in the spreadsheet, and the GPXI formula for expanded details in the Drill Down panel. These formulas are available for Oracle EBS, NetSuite 2, Deltek Vantage Point, and Deltek Vision ERPs.

Additional features for GA (Out of scope for EAP)

• Parameter Type

• Execute Reports

• Custom Layout

• Fill Down Column

• Additional Filters

• Select and Deselect All Columns

BV formulas in Formula Builder allow you to retrieve and run Angles Business Views in Spreadsheet Server. You can use the GPXD formula to obtain detailed results of business views in the spreadsheet, and the GPXI formula for expanded details in the Drill Down panel. These formulas are available for Oracle EBS, NetSuite 2, Deltek Vantage Point, and Deltek Vision ERPs.

Additional features for GA (Out of scope for EAP)

• Parameter Type

• Execute Reports

• Custom Layout

• Fill Down Column

• Additional Filters

• Select and Deselect All Columns

You can build a CSV in Excel and use the Export data button in the Spreadsheet Server ribbon to save the data as a CSV file and export it directly to Angles. This helps you optimize operational reporting using Angles.

Legacy users can seamlessly migrate to insightsoftware Platform and sync the list of users without having to manually perform the setup. When you open Application Configurator after installing Spreadsheet Server for Platform, the insightsoftware Platform Migration window allows you to enter the email address for the users to complete the migration. You can then manage these users in Application Configurator.

insightsoftware Platform customers using the Oracle EBS, Oracle ERP Cloud, and NetSuite 2 ERPs can opt for enhancing GXL performance and benefit from an improved speed of formula calculation. The GXL: Performance enhancements checkbox in Spreadsheet Server Settings enables this feature. Based on the parameters of the GXL formula, the application fetches and stores the superset data locally, which all subsequent GXL formulas with the same parameters use to run queries, filtering out superset data based on segment values. Once the calculation finishes for all the formulas, it removes the local superset data.

This feature is available for the Early Adopter Program (EAP). Please contact your account manager to leverage this feature.

The Select User field in the Platform installer allows you to select the user’s profile to install the files and registry keys, enabling you to get past any admin account-related installation permissions.

Installing Spreadsheet Server as an administrator copies the files in the current user appData/local folder and not the administrator appData/local folder.

Legacy users can seamlessly migrate to insightsoftware Platform and sync the list of users without having to manually perform the setup. When you open Application Configurator after installing Spreadsheet Server for Platform, the insightsoftware Platform Migration window allows you to enter the email address for the users to complete the migration. You can then manage these users in Application Configurator.

insightsoftware Platform customers using the Oracle EBS, Oracle ERP Cloud, and NetSuite 2 ERPs can opt for enhancing GXL performance and benefit from an improved speed of formula calculation. The GXL: Performance enhancements checkbox in Spreadsheet Server Settings enables this feature. Based on the parameters of the GXL formula, the application fetches and stores the superset data locally, which all subsequent GXL formulas with the same parameters use to run queries, filtering out superset data based on segment values. Once the calculation finishes for all the formulas, it removes the local superset data.

This feature is available for the Early Adopter Program (EAP). Please contact your account manager to leverage this feature.

The Select User field in the Platform installer allows you to select the user’s profile to install the files and registry keys, enabling you to get past any admin account-related installation permissions.

Installing Spreadsheet Server as an administrator copies the files in the current user appData/local folder and not the administrator appData/local folder.

The application now provides more informative error messages when running a query or performing a drill down using a Cloud Connector connection.

Profile encryption allows you to encrypt all the files included in your CustomGL and AdHocQueries folders to protect the data and avoid changes any end user can make by directly editing the XML files. Decrypting all your profiles and adhocs then allows you to make the required SQL changes yourself. After you click Load Default GL Definition and enter your password in the Spreadsheet Server Settings panel, the Encrypt all profile files checkbox displays. Selecting the checkbox encrypts profile files and deselecting the checkbox decrypts the files.

v23.2 provides an enhanced user interface for Distribution Manager to improve the user experience across the application.

You can specify the required email address in the Reply To field when distributing reports so that the distribution list can directly reply to the correct contact.

Query Designer provides an option to disable the pre-loading of queries every time you open the application. Deselecting the Pre-Load Queries checkbox in Settings disables it and populates all the queries in the Select Query section. Selecting the checkbox enables the scanning and pre-loading of all the queries in your folders. Pre-loading queries is the default setting, but it does not impact existing user preferences.

When installing or upgrading Spreadsheet Server, the installer now includes the following ERPs for selection: Oracle EBS, Oracle ERP Cloud, Syspro and NetSuite. The selected ERP then displays across the application in the referenced fields like general ledger selection.

You can add up to 10 key fields for Designer GL and AdHocs in Spreadsheet Server Settings. The Formula Builder andSpreadsheet Server Control Panel dynamically update the parameters for a GXL Drill Down formula based on the number of key fields.

v23.2 provides an enhanced Formula Builder panel that avoids areas without print contributing to an easy-to-use UI.

Profile encryption allows you to encrypt all the files included in your CustomGL and AdHocQueries folders to protect the data and avoid changes any end user can make by directly editing the XML files. Decrypting all your profiles and adhocs then allows you to make the required SQL changes yourself. After you click Load Default GL Definition and enter your password in the Spreadsheet Server Settings panel, the Encrypt all profile files checkbox displays. Selecting the checkbox encrypts profile files and deselecting the checkbox decrypts the files.

v23.2 provides an enhanced user interface for Distribution Manager to improve the user experience across the application.

You can specify the required email address in the Reply To field when distributing reports so that the distribution list can directly reply to the correct contact.

Query Designer provides an option to disable the pre-loading of queries every time you open the application. Deselecting the Pre-Load Queries checkbox in Settings disables it and populates all the queries in the Select Query section. Selecting the checkbox enables the scanning and pre-loading of all the queries in your folders. Pre-loading queries is the default setting, but it does not impact existing user preferences.

When installing or upgrading Spreadsheet Server, the installer now includes the following ERPs for selection: Oracle EBS, Oracle ERP Cloud, Syspro and NetSuite. The selected ERP then displays across the application in the referenced fields like general ledger selection.

You can add up to 10 key fields for Designer GL and AdHocs in Spreadsheet Server Settings. The Formula Builder and Spreadsheet Server Control Panel dynamically update the parameters for a GXL Drill Down formula based on the number of key fields.

v23.2 provides an enhanced Formula Builder panel that avoids areas without print contributing to an easy-to-use UI.

Application Configurator hides the Viewpoint Profile Wizard function.

Non-auto generated query now allows the date as a parameter in the Query Designer without any errors.

While using drill down on a GXL formula, the Account Number field displays the account number correctly when you select the Account Number field under Drill Down > Balances.

The alias name entered in a report appears in the Excel output instead of the field name from the database.

Non-auto generated query now allows the date as a parameter in the Query Designer without any errors.

While using drill down on a GXL formula, the Account Number field displays the account number correctly when you select the Account Number field under Drill Down > Balances.

The alias name entered in a report appears in the Excel output instead of the field name from the database.

The multi-factor authentication prompt does not appear repeatedly for users connected to Spreadsheet Server Platform.