Spreadsheet Server v23.3 Release Notes

Query Designer now displays the fields correctly for SQL Server connection queries that have the same value for the table owner and the database name.

When selecting an available connection in Query Designer, the tables now display correctly.

Query Designer now displays the fields correctly for SQL Server connection queries that have the same value for the table owner and the database name.

When selecting an available connection in Query Designer, the tables now display correctly.

The Spreadsheet Server ribbon loads without displaying the trial license expiration warning for a production database.

The custom table load job that downloads data from tables from a source database to a target database now optimizes the calculation speed.

The GXD formula correctly retrieves the description of a single account segment instead of displaying the no result message.

The GXD formula correctly retrieves the description of a single account segment for JDE iSeries OLEDB and ODBC even with changes to queries with ltrim(rtrim(field)).

This version resolves the errors with authorized connections and how connection strings are parsed in certain queries, allowing the query to run successfully in Query Designer and Excel.

When pushing changes to a new distribution control sheet, the workbook macros values now populate correctly.

This version allows you to successfully import the DotNetSettings.xml file to the set shared network location.

The Configure Platform Timeout setting in Application Configurator no longer uses the default timeout setting of 1 day. It requires an insightsoftware support executive to set the days and hours post which the application requires users to re-authenticate login to Spreadsheet Server and if they do not configure this field, the application continues to cache tokens and remember the credentials.

The custom table load job that downloads data from tables from a source database to a target database now optimizes the calculation speed.

The GXD formula correctly retrieves the description of a single account segment instead of displaying the no result message.

This version resolves the errors with authorized connections and how connection strings are parsed in certain queries, allowing the query to run successfully in Query Designer and Excel.

When pushing changes to a new distribution control sheet, the workbook macros values now populate correctly.

This version allows you to successfully import the DotNetSettings.xml file to the set shared network location.

The Configure Platform Timeout setting in Application Configurator no longer uses the default timeout setting of 1 day. It requires an insightsoftware support executive to set the days and hours post which the application requires users to re-authenticate login to Spreadsheet Server and if they do not configure this field, the application continues to cache tokens and remember the credentials.

This version updates the following VBA commands:

• Disable SServer – DisableSS

• Start SServer – EnableSS

The GXD formula that retrieves the description of a single account string, company, or business unit segment for JD Edwards now correctly displays Company as the first segment in the GXD panel and the query uses the correct order of the segments when retrieving the description.

This version resolves the errors with drill down using multiple JD Edwards connections.

The first level Drill Down panel displays the correct description of the summarized segments instead of defaulting to the account description.

The segment labels under Include Segments in the Locate Segment panel correctly match the segments list in Formula Builder. The labels no longer start from the second segment with the last segment labeled as none and the segment values and descriptions match the labels.

The GEXQ formula now returns the correct value in Excel and Query Designer for Oracle EBS. The summary balance in the Summary tab of the SQL panel in Query Designer now matches the sum of the detail records in the Detail tab.

The first level Drill Down panel displays the correct description of the summarized segments instead of defaulting to the account description.

The segment labels under Include Segments in the Locate Segment panel correctly match the segments list in Formula Builder. The labels no longer start from the second segment with the last segment labeled as none and the segment values and descriptions match the labels.

BV formulas in Formula Builder allow you to retrieve and run Angles business views in Spreadsheet Server. This release includes two new formulas, GPXS and GPXQ.

• The GPXS formula opens a parameter selector window with the values returned from the business view when you drill down on the selector text in the worksheet. You can select the output column to insert specific values in the worksheet.

• The GPXQ formula returns a single value from the summary portion of the business view based on the selected field and aggregate function. You can drill down on the summary value to see detailed results.

The following filters are available for use with BV formulas:

The Select All checkbox allows you to select and deselect all the columns to include or exclude them from the formula respectively.

You can now use the refresh button against the business view selection drop-down menu to sync any newly added or assigned business views in Angles with Spreadsheet Server and load the entire list.

• Custom Layout allows you to modify the output, for example, which fields to display or the order of the fields, when generating the GPXD formula.
• Fill Down Columns allows you to specify the number of columns that contain formulas or values to the right of the results grid. These columns fill down to match the number of records in the results.
• Execute Reports allows you to generate detail reports for all or selected GPXD formulas in the workbook for the results to expand into the appropriate formatted sheets. As you execute reports, the formula also displays the date and time of completion.

The new Browse button opens the Select Business View panel that retrieves a list of all the business views from Angles within Excel. You can use the search bar and the tag filter to locate specific business views and the expand icon to review business view descriptions.

When running a business view formula, the application now applies the time range filter to the first column of the business view by default. It populates the Value field with a one-year time range to display the results of that period in Excel. You can update this filter if required.

BV formulas in Formula Builder allow you to retrieve and run Angles business views in Spreadsheet Server. This release includes two new formulas, GPXS and GPXQ.

• The GPXS formula opens a parameter selector window with the values returned from the business view when you drill down on the selector text in the worksheet. You can select the output column to insert specific values in the worksheet.

• The GPXQ formula returns a single value from the summary portion of the business view based on the selected field and aggregate function. You can drill down on the summary value to see detailed results.

The following filters are available for use with BV formulas:

The Select All checkbox allows you to select and deselect all the columns to include or exclude them from the formula respectively.

You can now use the refresh button against the business view selection drop-down menu to sync any newly added or assigned business views in Angles with Spreadsheet Server and load the entire list.

• Custom Layout allows you to modify the output, for example, which fields to display or the order of the fields, when generating the GPXD formula.
• Fill Down Columns allows you to specify the number of columns that contain formulas or values to the right of the results grid. These columns fill down to match the number of records in the results.
• Execute Reports allows you to generate detail reports for all or selected GPXD formulas in the workbook for the results to expand into the appropriate formatted sheets. As you execute reports, the formula also displays the date and time of completion.

The new Browse button opens the Select Business View panel that retrieves a list of all the business views from Angles within Excel. You can use the search bar and the tag filter to locate specific business views and the expand icon to review business view descriptions.

When running a business view formula, the application now applies the time range filter to the first column of the business view by default. It populates the Value field with a one-year time range to display the results of that period in Excel. You can update this filter if required.

v23.3 provides an enhanced UI for the Export Range window which displays when you select the Export data button to build a CSV file in Excel and export the data to Angles to create new business views.

insightsoftware support executives can use the Configure Platform Timeout setting in Application Configurator to set the days and hours post which the application requires users to re-authenticate login to Spreadsheet Server. The Federated Single Sign On timeout value overrides the value set in this field.

The auto upgrade notification provides a Don’t remind me option to Citrix customers so that the IT team can push out a silent install for all the users before the end date for the version upgrade.

insightsoftware support executives can use the Configure Platform Timeout setting in Application Configurator to set the days and hours post which the application requires users to re-authenticate login to Spreadsheet Server. The Federated Single Sign On timeout value overrides the value set in this field.

To optimize Excel initialization, you can select the Manual Calculation Mode checkbox in Spreadsheet Server Settings to disable formulas from auto-refreshing. You can then click Recalc in the ribbon to calculate a workbook or deselect the checkbox to auto-refresh formulas when a workbook opens.

When accessing business view formulas, the following message displays for customers not using the Platform data sharing service: Angles license is required to access business view formulas. Please contact your account manager if you want to leverage the shared data service.

v23.3 provides an enhanced UI for the Custom Layout editor which displays when you choose to create or edit custom layouts and modify the output when generating the GEXD formula.

The Execute Reports drop-down menu in the ribbon now divides the selection of all reports, selected reports, and the account detail report for better usability.

In the GXL panel for Infinium customers, the Currency field now remains blank by default if the selected balance type is S (Statistical).

To optimize Excel initialization, you can select the Manual Calculation Mode checkbox in Spreadsheet Server Settings to disable formulas from auto-refreshing. You can then click Recalc in the ribbon to calculate a workbook or deselect the checkbox to auto-refresh formulas when a workbook opens.

When accessing business view formulas, the following message displays for customers not using the Platform data sharing service: Angles license is required to access business view formulas. Please contact your account manager if you want to leverage the shared data service.

v23.3 provides an enhanced UI for the Custom Layout editor which displays when you choose to create or edit custom layouts and modify the output when generating the GEXD formula.

The Execute Reports drop-down menu in the ribbon now divides the selection of all reports, selected reports, and the account detail report for better usability.

This version improves the performance with the faster distribution of worksheets by disabling the Generate GXEs function for all the specs except the first one. By not running all the GXE formulas across worksheets for each spec that includes this option, it improves the recorded time of distribution.

The Query Designer window can now correctly resize as you switch between a 100% and 125% monitor display scaling size and maximize it.

Performing a hide rows with zero balances action on a distributed worksheet only hides rows with a net result of 0 and not the formula rows with values between 0 and .5.

This release provides support for fetching the list of tables, views, and stored procedures in ODBC drivers that do not support SQL syntax standards in the backend.

When running the query formulas, the results now return the correct order and description even as you submit SQL with the ODBC or OLE/DB interface, like submitting the code directly on the host SQL interface.

Authorized users can run the EDQ files containing the stored procedures. The Stored Procedures tab displays correctly when adding tables in a query.

The GXL formula successfully returns data even if the host configuration is left black for JD Edwards in Application Configurator. It retrieves data from the default JDE connection specified in the ledger settings.

The Query Designer window can now correctly resize as you switch between a 100% and 125% monitor display scaling size and maximize it.

Performing a hide rows with zero balances action on a distributed worksheet only hides rows with a net result of 0 and not the formula rows with values between 0 and .5.

When running the query formulas, the results now return the correct order and description even as you submit SQL with the ODBC or OLE/DB interface, like submitting the code directly on the host SQL interface.

This release provides support for fetching the list of tables, views, and stored procedures in ODBC drivers that do not support SQL syntax standards in the backend.

Authorized users can run the EDQ files containing the stored procedures. The Stored Procedures tab displays correctly when adding tables in a query.

The Convert Spreadsheet Server Formulas panel now displays correctly with different scales and layouts set in the system display settings.