Spreadsheet Server v24.1 Release Notes

If the JDE security is required for this configuration checkbox is selected while adding the JDE connection in Application Configurator > Application Settings, Spreadsheet Server will not retrieve data in Excel unless the user’s Application User Name is listed in JDE security.

Users can successfully export records to Excel and PDF from the Result Viewer panel after executing queries.

This version resolves the following issues encountered with the Distribution Manager:

• The Hide zero lines and Ignore GEXQ checkboxes in the Specify Worksheets section of the Maintain Specifications panel now function correctly.
• The One email for all recipients checkbox in the Email tab also functions correctly.

If the JDE security is required for this configuration checkbox is selected while adding the JDE connection in Application Configurator > Application Settings, Spreadsheet Server will not retrieve data in Excel unless the user’s Application User Name is listed in JDE security.

Users can successfully export records to Excel and PDF from the Result Viewer panel after executing queries.

This version resolves the following issues encountered with the Distribution Manager:

• The Hide zero lines and Ignore GEXQ checkboxes in the Specify Worksheets section of the Maintain Specifications panel now function correctly.
• The One email for all recipients checkbox in the Email tab also functions correctly.

The Profile Scheduler successfully distributes reports at the scheduled time. Spreadsheet Server automatically logs into SAP, ensuring that the generated reports include the updated data.

This release resolves the database connection issue related to the connection string configuration that Epicor customers encountered within Query Designer. As a result, users can now successfully view tables and run queries.

When drilling down on a GXL formula, all the configured account segments now appear correctly in the Drill Down panel. There are no missing segments, allowing users to successfully perform both first and second-level drill down functions.

This release resolves the database connection issue related to the connection string configuration that Epicor customers encountered within Query Designer. As a result, users can now successfully view tables and run queries.

When drilling down on a GXL formula, all the configured account segments now appear correctly in the Drill Down panel. There are no missing segments, allowing users to successfully perform both first and second-level drill down functions.

This release resolves the issue of Excel becoming unresponsive when executing a GXE formula. Users can now successfully execute the GXE formula with the target type set to row, table, or range.

Spreadsheet Server updated the doc assist chat window’s default size to fix the width issue.

Users with a DSN connection to the ComputerEase database can now use partial wildcard and range syntax to retrieve account segments in GXL formulas without any errors.

In v24.1.1, Formula Builder accurately loads account segments, displays designer GLs in the Source field, and enables users to drill down into formulas by establishing a successful connection to the Lawson database.

In this version, the second-level drill down no longer converts the KEY2 value to lower case. Lawson and Viewpoint ERP users can drill down to journal from within the Drill Down panel, rather than solely from the ribbon.

This version resolves the issue related to expanding GL rows and drilling down on GXL balances for SAP users. The application now correctly identifies the number of account segments for different ledgers during the drill down process.

SAP users can adjust the Drill Down Timeout field in the Spreadsheet Server Settings panel based on data volume to ensure successful drill down actions for the CO ledger. It is recommended to set the timeout to 60 seconds.

The Enable Beta Features checkbox in the Spreadsheet Server Settings panel provides users access to the new interface for all the settings panels. v24.1.1 resolves the following issues associated with the new UI.

• This version fixes ad hoc query display issues in the Spreadsheet Server Settings panel.
• The Delimiter for separating from/to values in a range field in the Spreadsheet Server Settings panel now correctly displays the options as radio buttons, rather than an input field.
• Other enhancements to the Spreadsheet Server Settings panel include improved textbox styling, adjustments to the default panel size, and refined content placement.

When setting up a new SAP connection in the Application Settings tab, the Connection Type drop-down list now defaults to SAP NetCo 3.0 and not Legacy SAP GUI.

Spreadsheet Server updated the doc assist chat window’s default size to fix the width issue.

Users with a DSN connection to the ComputerEase database can now use partial wildcard and range syntax to retrieve account segments in GXL formulas without any errors.

In v24.1.1, Formula Builder accurately loads account segments, displays designer GLs in the Source field, and enables users to drill down into formulas by establishing a successful connection to the Lawson database.

In this version, the second-level drill down no longer converts the KEY2 value to lower case. Lawson and Viewpoint ERP users can drill down to journal from within the Drill Down panel, rather than solely from the ribbon.

This version resolves the issue related to expanding GL rows and drilling down on GXL balances for SAP users. The application now correctly identifies the number of account segments for different ledgers during the drill down process.

SAP users can adjust the Drill Down Timeout field in the Spreadsheet Server Settings panel based on data volume to ensure successful drill down actions for the CO ledger. It is recommended to set the timeout to 60 seconds.

The Enable Beta Features checkbox in the Spreadsheet Server Settings panel provides users access to the new interface for all the settings panels. v24.1.1 resolves the following issues associated with the new UI.

• This version fixes ad hoc query display issues in the Spreadsheet Server Settings panel.
• The Delimiter for separating from/to values in a range field in the Spreadsheet Server Settings panel now correctly displays the options as radio buttons, rather than an input field.
• Other enhancements to the Spreadsheet Server Settings panel include improved textbox styling, adjustments to the default panel size, and refined content placement.

When setting up a new SAP connection in the Application Settings tab, the Connection Type drop-down list now defaults to SAP NetCo 3.0 and not Legacy SAP GUI.

This version resolves the performance issue related to longer report processing times for SAP users. The issue was traced back to the Task Limit setting in the DotNetSecurity file, which by default matches the number of logical processors on the user’s machine.

Platform Data Sharing customers can now edit business view profiles in Spreadsheet Server Settings > BV Reporting. This feature is currently available to admin users with the beta features checkbox enabled in the Spreadsheet Server Settings panel.

See Update Business View Profiles for more information.

Platform Data Sharing customers can now edit business view profiles in Spreadsheet Server Settings > BV Reporting. This feature is currently available to admin users with the beta features checkbox enabled in theSpreadsheet Server Settings panel.

See Update Business View Profiles for more information.

This version allows you to use HSegment values or account segment hierarchies retrieved from business views in the Locate Segment panel.

See Locate Segment for Platform Data Sharing for more information.

Platform customers can use the new AI Doc Assist option in the Spreadsheet Server ribbon post authentication. This opens the doc assist chatbot in Excel that answers any questions related to Spreadsheet Server processes, providing instant help with all customers' needs.

See Preview AI Assistant or watch the Introduction to AI Doc Assist in Spreadsheet Server video for more information.

With the BizNet Conversion Tool, BizNet or XL Connect customers can convert BizSuperFunc formulas to .edq files and subsequently use the GEXQ formula that returns a single value from the summary portion of a query in Spreadsheet Server. This function is available to BizNet customers on version 7 or higher using the SQL Server database, currently available for the following ERPs: Epicor, SYSPRO, SAB B1, and Sage 500.

See Convert BizNet Reports in Spreadsheet Server for more information.

• The Cache button is no longer available.
• The Data Refresh option is now available in the ribbon. This option was previously labeled Clear Cache and Recalculate.
• The View Cache option is now available under Tools.
• The File Refresh option is now available under Tools.
• The Refresh Cached Segment Lists and Refresh Cached Segment Values options are now available under Segment Lists and Locate Segment respectively.

See Spreadsheet Server Ribbon for more information.

The Enable Beta Features checkbox in the Spreadsheet Server Settings panel provides a preview of the new Settings UI in Spreadsheet Server. The UI update is ongoing.

This release provides an enhanced UI for all the Settings panels. Enable the beta features checkbox in the Spreadsheet Server Settings panel to preview this feature. The development of this feature is ongoing.

In v24.1 or higher, the system stores SSSettings in C:\Users\{username}\AppData\Local\insightsoftware\Spreadsheet Server Suite post installation.

You can now refresh cached segment lists and values from the Segment List Maintenance panel and Locate Segment panel.

This option is also available under Segment Lists and Locate Segment in the Spreadsheet Server ribbon.

Admin users can now configure the Platform Token Timeout setting in Application Configurator that allows you to set up to 14 days post which the application requires users to re-authenticate login to Spreadsheet Server. This does not remain just a global setting in this version wherein only insightsoftware support executives could perform this action.

The Save button is now available under Users in Application Configurator, making it easy to navigate to this action.

The filtering function in Query Designer is now similar to Excel, providing consistency across the application.

• The filter button is always available.
• The cursor navigates to the search bar by default.
• It provides enhanced results from the search bar.

The Preview Field Data function that provides a list of distinct values for the selected field(s) now includes the table alias when provided, working similar to the Auto-Alias tables setting. This function is available when you right-click on the selected fields in the grid or table and in the Expression Builder as Show Values. You can review the table alias in the SQL Viewer panel.

Platform customers can use the new AI Doc Assist option in the Spreadsheet Server ribbon post authentication. This opens the doc assist chatbot in Excel that answers any questions related to Spreadsheet Server processes, providing instant help with all customers' needs.

See Preview AI Doc Assist or Introduction to AI Doc Assist in Spreadsheet Server for more information.

With the BizNet Conversion Tool, BizNet customers can convert BizSuperFunc formulas to .edq files and subsequently use the GEXQ formula that returns a single value from the summary portion of a query in Spreadsheet Server. This function is available to BizNet customers on version 7 or higher using the SQL Server database, currently available for the following ERPs: Epicor, SYSPRO, SAB B1, and Sage 500.

See Convert BizNet Reports in Spreadsheet Server for more information.

• The Cache button is no longer available.
• The Data Refresh option is now available in the ribbon. This option was previously labeled Clear Cache and Recalculate.
• The View Cache option is now available under Tools.
• The File Refresh option is now available under Tools.
• The Refresh Cached Segment Lists and Refresh Cached Segment Values options are now available under Segment Lists and Locate Segment respectively.

See Spreadsheet Server Ribbon for more information.

The Enable Beta Features checkbox in the Spreadsheet Server Settings panel provides a preview of the new Settings UI in Spreadsheet Server. The UI update is ongoing.

This release provides an enhanced UI for all the Settings panels. Enable the beta features checkbox in the Spreadsheet Server Settings panel to preview this feature. The development of this feature is ongoing.

In v24.1 or higher, the system stores SSSettings in C:\Users\{username}\AppData\Local\insightsoftware\Spreadsheet Server Suite post installation.

You can now refresh cached segment lists and values from the Segment List Maintenance panel and Locate Segment panel.

This option is also available under Segment Lists and Locate Segment in the Spreadsheet Server ribbon.

Admin users can now configure the Platform Token Timeout setting in Application Configurator that allows you to set up to 14 days post which the application requires users to re-authenticate login to Spreadsheet Server. This does not remain just a global setting in this version wherein only insightsoftware support executives could perform this action.

The Save button is now available under Users in Application Configurator, making it easy to navigate to this action.

The filtering function in Query Designer is now similar to Excel, providing consistency across the application.

• The filter button is always available.
• The cursor navigates to the search bar by default.
• It provides enhanced results from the search bar.

The Preview Field Data function that provides a list of distinct values for the selected field(s) now includes the table alias when provided, working similar to the Auto-Alias tables setting. This function is available when you right-click on the selected fields in the grid or table and in the Expression Builder as Show Values. You can review the table alias in the SQL Viewer panel.

When running a GEXD formula without selecting any parameters, Formula Builder no longer includes the default values from the query EDQ file, it correctly uses the parameters set in the Excel formula.

When selecting a field containing a GEXD formula and then selecting Formula Builder, the fields now load correctly even if you moved a chart included in the query to a new sheet in the previous step.

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.

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

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.

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.

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

This version resolves the error with drilling down a GXL formula using CO as the ledger. The Drill Down panel displays the correct values constituting the GXL and the applied account segment syntax.

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.

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

Queries built in the older versions of Spreadsheet Server work correctly in v24.1 with minimal user input. You no longer have to refresh field names, manually set the type for the fields and parameters, and so on to use the EDQ file.

When running an EDQ file in Query Designer, the query runs successfully, without having to update the data type of the parameters.

Query Designer no longer surrounds each FROM clause with parentheses when auto generated, resolving any errors caused for some ODBC drivers.

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.

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.

The field information correctly displays for the selected tables in Query Designer for MySQL database on MariaDB.

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

When running the Data Warehouse load, the application no longer throws the ODBC error. It executes the load successfully and Data Warehouse can write to the Microsoft Access database.

When navigating to Spreadsheet Server Settings > Designer GL, the panel displays correctly without being overridden by the GL Reporting panel.

This version opens the Spreadsheet Server Settings panel from the Options menu in the ribbon without any error.

The Manual Calculation Mode setting that allowed you to disable formulas from auto-refreshing when initializing Excel is no longer available from v24.1.

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.

You can successfully install Spreadsheet Server for all users by adding the switch /USER=”username” in the command line install process. The Platform installer does not crash for specific users.

The installer for version 24.1 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 opening Spreadsheet Server in a Training Environment, the startup screen no longer displays “Trial version”, it correctly indicates that you are opening a training environment alongside the number of days left for that license.

• 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.

Spreadsheet Server will no longer have a web UI but will provide an enhanced UI within Excel.

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 Data Refresh 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.

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.

The auto upgrade pop-up no longer prompts you to upgrade to the already installed version or the next version, it will only display the latest available version of the application. Platform customers can choose this option to upgrade Spreadsheet Server.

When running a GEXD formula without selecting any parameters, Formula Builder no longer includes the default values from the query EDQ file, it correctly uses the parameters set in the Excel formula.

When selecting a field containing a GEXD formula and then selecting Formula Builder, the fields now load correctly even if you moved a chart included in the query to a new sheet in the previous step.

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.

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

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.

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.

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

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.

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

Queries built in the older versions of Spreadsheet Server work correctly in v24.1 with minimal user input. You no longer have to refresh field names, manually set the type for the fields and parameters, and so on to use the EDQ file.

When running an EDQ file in Query Designer, the query runs successfully, without having to update the data type of the parameters.

Query Designer no longer surrounds each FROM clause with parentheses when auto generated, resolving any errors caused for some ODBC drivers.

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.

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.

The field information correctly displays for the selected tables in Query Designer for MySQL database on MariaDB.

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

When running the Data Warehouse load, the application no longer throws the ODBC error. It executes the load successfully and Data Warehouse can write to the Microsoft Access database.

When navigating to Spreadsheet Server Settings > Designer GL, the panel displays correctly without being overridden by the GL Reporting panel.

This version opens the Spreadsheet Server Settings panel from the Options menu in the ribbon without any error.

The Manual Calculation Mode setting that allowed you to disable formulas from auto-refreshing when initializing Excel is no longer available from v24.1.

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.

You can successfully install Spreadsheet Server for all users by adding the switch /USER=”username” in the command line install process. The Platform installer does not crash for specific users.

The installer for version 24.1 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 opening Spreadsheet Server in a Training Environment, the startup screen no longer displays “Trial version”, it correctly indicates that you are opening a training environment alongside the number of days left for that license.

• 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.

Spreadsheet Server will no longer have a web UI but will provide an enhanced UI within Excel.

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 Data Refresh 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.

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.

The auto upgrade pop-up no longer prompts you to upgrade to the already installed version or the next version, it will only display the latest available version of the application. Platform customers can choose this option to upgrade Spreadsheet Server.

This version resolves the extended calculation time when clearing cache and recalculating the formulas.