Spreadsheet Server v23.4 Release Notes

• All the windows within the Excel add-in now open at the center of the screen, irrespective of the screen resolution.
• The application also remembers the last opened location of the windows when using multiple monitors.
• Formula Builder window no longer opens in the task bar, you can access the maximized window when you select it from the ribbon.

You can now filter fields correctly by entering the full or partial field name in the search bar when using a query as a table.

When you select a field in a table and set it as a summary field, the Summary tab of the SQL panel displays the correct values matching the Detail tab.

The account segments display correctly when drilling down on a GXL formula when using the Lawson ledger.

This version resolves the error with the drill down functionality not displaying the correct values when account key security %ACCTKEYSEC% is in use.

The application does not remove the whitespace before the Subledger Type segment that resulted in an error when running the GXL formula for select user profiles.

The Expand Segment function no longer creates empty columns, it expands with the correct data even if the first row in the column is zero.

The values of the new KEY fields added in Ledger Specifics now display correctly when you use the Preview SQL function.

The ad hoc drill down function now correctly converts additional profile keys (key 4 through key 10) to their respective values. Formula Builder dynamically updates the parameters when drilling down on a GXL formula based on the number of KEY fields.

The installer for version 23.4.2 includes the latest version of the Cloud Connector desktop application. Any error pertaining to the forced reconnection to Cloud Connector is fixed with the upgraded version.

The Platform installer successfully creates the insightsoftware program group that users can access from the Windows start menu.

• All the windows within the Excel add-in now open at the center of the screen, irrespective of the screen resolution.
• The application also remembers the last opened location of the windows when using multiple monitors.
• Formula Builder window no longer opens in the task bar, you can access the maximized window when you select it from the ribbon.

You can now filter fields correctly by entering the full or partial field name in the search bar when using a query as a table.

When you select a field in a table and set it as a summary field, the Summary tab of the SQL panel displays the correct values matching the Detail tab.

The account segments display correctly when drilling down on a GXL formula when using the Lawson ledger.

This version resolves the error with the drill down functionality not displaying the correct values when account key security %ACCTKEYSEC% is in use.

The application does not remove the white space before the Subledger Type segment that resulted in an error when running the GXL formula for select user profiles.

The Expand Segment function no longer creates empty columns, it expands with the correct data even if the first row in the column is zero.

The values of the new KEY fields added in Ledger Specifics now display correctly when you use the Preview SQL function.

The ad hoc drill down function now correctly converts additional profile keys (key 4 through key 10) to their respective values. Formula Builder dynamically updates the parameters when drilling down on a GXL formula based on the number of KEY fields.

The installer for version 23.4.2 includes the latest version of the Cloud Connector desktop application. Any error pertaining to the forced reconnection to Cloud Connector is fixed with the upgraded version.

The Platform installer successfully creates the insightsoftware program group that users can access from the Windows start menu.

The application no longer throws the “The callback “GetImage” returned a value that could not be converted to the expected type.” error when selecting Spreadsheet Server in Excel.

When inserting or updating a business view formula, Platform data sharing customers can now use the Overwrite with Existing Parameters option under Clear/Shift Worksheet. Use this option to insert only the formula into the desired cell, using cell references to specify, update, or create its parameterized values.

This version attempts to resolve the data accuracy issues with reports run from Distribution Manager or Profile Scheduler. When converting SS formulas to values, the application calculates the cells accurately without displaying 0 or pending as the value. The following updates are now available:

• When using the Clear Cache and Recalculate option, the cache panel displays which allows you to clear all rows and trigger Excel to recalculate workbooks.
• The application correctly preloads the HSegment values into the cache when it starts; as defined in the designer general ledger specifics.
• You can now view logs for GXL processing when calling the cache, when retrieving values from the cache, and when returning the value to Excel.

The Remove non-distributed sheets prior to processing checkbox now remains checked when you select the option, push, and quit the Maintain Specifications panel. You no longer have to select the checkbox again after inserting the new control worksheet.

You can successfully drill down on a GEXQ formula embedded in the Excel IF statement on multiple database types. Example, =IF($B$10=””,””<GEXQ(“test.edq|COUNT|CompanyName”,$C10)) in the Excel formula bar.

When you select a column in the Drill Down panel to further drill down to journal, the application correctly selects the entire column and displays journals for the selected column from each row.

When creating a GXL formula using business views, the application correctly identifies the superset tables in cache. It searches the cache for larger supersets, for example, bvid_2019_*_*_*_* before searching for a table with specific values bvid_2019_4000_*_*_*.

This version resolves the error with running a GPXD formula when you select a date as a parameter but do not include it in the custom layout.

GEXD formulas now run correctly for range names that are sheet specific. Formula Builder accepts the syntax of the name entered in the Target Range field when the scope in Excel’s Name Manager is set to worksheet.

Profile Scheduler no longer displays a success job status for distribution jobs that have failed. Jobs like distributing a file to a network path when disconnected from VPN, distributing to a file named using special characters, and distributing a file that does not have a DM sheet display the correct result for the job and any errors. Logs will be available in both the log viewer and web UI.

Customers using SQL server as the syntax type for the Cloud Connector connection can successfully run queries from the Bizview database in Query Designer.

Tables now load correctly for Sage 100 Contractor and Viewpoint Spectrum ERPs connecting via ODBC data source in Query Designer.

Query Designer can now successfully connect to the database in Application Configurator even when a SQL server database has a comma in its name.

This version resolves the extended calculation time when using the Collapse Segment option under the Expand Segment drop-down in the ribbon.

RAC (Real Application Clusters) now works correctly for a JDE connection.

This version attempts to resolve the data accuracy issues with reports run from Distribution Manager or Profile Scheduler. When converting SS formulas to values, the application calculates the cells accurately without displaying 0 or pending as the value. The following updates are now available:

• When using the Clear Cache and Recalculate option, the cache panel displays which allows you to clear all rows and trigger Excel to recalculate workbooks.
• The application correctly preloads the HSegment values into the cache when it starts; as defined in the designer general ledger specifics.
• You can now view logs for GXL processing when calling the cache, when retrieving values from the cache, and when returning the value to Excel.

The Remove non-distributed sheets prior to processing checkbox now remains checked when you select the option, push, and quit the Maintain Specifications panel. You no longer have to select the checkbox again after inserting the new control worksheet.

You can successfully drill down on a GEXQ formula embedded in the Excel IF statement on multiple database types. Example, =IF($B$10=””,””<GEXQ(“test.edq|COUNT|CompanyName”,$C10)) in the Excel formula bar.

When you select a column in the Drill Down panel to further drill down to journal, the application correctly selects the entire column and displays journals for the selected column from each row.

When creating a GXL formula using business views, the application correctly identifies the superset tables in cache. It searches the cache for larger supersets, for example, bvid_2019_*_*_*_* before searching for a table with specific values bvid_2019_4000_*_*_*.

This version resolves the error with running a GPXD formula when you select a date as a parameter but do not include it in the custom layout.

GEXD formulas now run correctly for range names that are sheet specific. Formula Builder accepts the syntax of the name entered in the Target Range field when the scope in Excel’s Name Manager is set to worksheet.

Profile Scheduler no longer displays a success job status for distribution jobs that have failed. Jobs like distributing a file to a network path when disconnected from VPN, distributing to a file named using special characters, and distributing a file that does not have a DM sheet display the correct result for the job and any errors. Logs will be available in both the log viewer and web UI.

Customers using SQL server as the syntax type for the Cloud Connector connection can successfully run queries from the Bizview database in Query Designer.

Tables now load correctly for Sage 100 Contractor and Viewpoint Spectrum ERPs connecting via ODBC data source in Query Designer.

Query Designer can now successfully connect to the database in Application Configurator even when a SQL server database has a comma in its name.

This version resolves the extended calculation time when using the Collapse Segment option under the Expand Segment drop-down in the ribbon.

RAC (Real Application Clusters) now works correctly for a JDE connection.

This version resolves the extended calculation time when using the Clear Cache and Recalculate option.

The new Preview button in Formula Builder allows you to view the first twenty records of the parameters included in a business view in the Drill Down window based on the applied filters.

The following filters are available for use with BV formulas:

If you select more than 125 parameters when running a business view formula, a revised error message displays the number of parameters exceeding the limit that you must deselect.

The new Preview button in Formula Builder allows you to view the first twenty records of the parameters included in a business view in the Drill Down window based on the applied filters.

The following filters are available for use with BV formulas:

If you select more than 125 parameters when running a business view formula, a revised error message displays the number of parameters exceeding the limit that you must deselect.

Spreadsheet Server now uses the name of the selected business view when running a BV formula instead of using the business view ID, the name displays in the Excel formula bar. This helps in creating and using a set of reports and visualizations across customers.

When running the GXL formula, Formula Builder correctly displays the value set for key 1 parameter for the selected Designer GL profile with only one balance key.

The Custom Layout editor which displays when you choose to create or edit custom layouts and modify the output when generating the GEXD or GPXD formula now includes the Add Fill Down Column button. This allows you to enter a name for the column that you can use to include a formula that will match the number of records in the existing results.

By binding variables and providing this parameter when running a query, users can avoid entering a required value into the query, writing separate queries for each different value, or concatenating strings. This improves the calculation time and provides better security. Enable the Use binding variables checkbox in Application Configurator to apply the setting for all the users in the organization.

v23.4 provides detailed error messages in Log Viewer for customers using a Cloud Connector connection. The description will now include the cause of the error for a given action as opposed to a generic message.

You can now join tables that include fields with the data type as unknown (?) in Query Designer.

When running the GXL formula, Formula Builder correctly displays the value set for key 1 parameter for the selected Designer GL profile with only one balance key.

The Custom Layout editor which displays when you choose to create or edit custom layouts and modify the output when generating the GEXD or GPXD formula now includes the Add Fill Down Column button. This allows you to enter a name for the column that you can use to include a formula that will match the number of records in the existing results.

By binding variables and providing this parameter when running a query, users can avoid entering a required value into the query, writing separate queries for each different value, or concatenating strings. This improves the calculation time and provides better security. Enable the Use binding variables checkbox in Application Configurator to apply the setting for all the users in the organization.

v23.4 provides detailed error messages in Log Viewer for customers using a Cloud Connector connection. The description will now include the cause of the error for a given action as opposed to a generic message.

You can now join tables that include fields with the data type as unknown (?) in Query Designer.

This release provides an enhanced UI for all the drill down functionalities that customers can leverage using the Drill Down: Enable New UI checkbox in Settings > GL Reporting.

When excluding subsidiary lines for a formula using the Oracle JDE connection, the application correctly includes blank subsidiary in that file unless users exclude them.

This version restores the loading time for large tables in Query Designer. The application populates the data in the table within 10-12 seconds.

When distributing multiple lines of a distribution control worksheet containing GXE formulas, the created folders now accurately include data from all the selected lines.

This version resolves the extended calculation time when using the Clear Cache and Recalculate option for GXD or GXL formulas for Oracle EBS.

When excluding subsidiary lines for a formula using the Oracle JDE connection, the application correctly includes blank subsidiary in that file unless users exclude them.

This version restores the loading time for large tables in Query Designer. The application populates the data in the table within 10-12 seconds.

When distributing multiple lines of a distribution control worksheet containing GXE formulas, the created folders now accurately include data from all the selected lines.

This version resolves the extended calculation time when using the Clear Cache and Recalculate option for GXD or GXL formulas for Oracle EBS.