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Knowledge and Support - Adaptive Insights

Release Notes 2017.2

Release: General Availability, June 2, 2017

Flexible Time Modeling

Flexible Time Modeling allows defining complex financial calendars not possible with Adaptive's default fiscal Month, Quarter, and Year.

If your organization operates on a nonstandard financial year, you can now create a new instance that has a calendar with the granularity needed to accommodate your business processes. That could include having the fiscal year end on January 31, defining a 13-period calendar, or creating four 13-week periods. Restaurant chains can now plan at a daily granularity to capture trends between weekdays, weekends, and holidays. Educational institutions can create fiscal calendars that match trimester/break sequences in an academic year.

All components of the Adaptive Suite – OfficeConnect, Excel Interface for Planning, Consolidation, Integration, and Discovery – support Flexible Time Modeling. 

For example, this feature lets you:

  • Define up to 8 time roll-ups (time strata) from lowest granularity to highest granularity — like Week > Month > Quarter > Half-year > Year
  • Plan at the week level, roll-up data into quarterly periods, and then fiscal years
  • Define the first day of the fiscal year
  • Define a fiscal year composed of 13 four-week periods
  • Import a spreadsheet defining your custom calendar to the new Time Management screen

See Flexible Time Modeling and Time Administration for more. 

Planning

Excel Interface for Planning

Available to users who have Excel Interface for Planning

User Experience Enhancements

We've made a few tweaks to the Planning pane, such as searching, pane resizing,  and drop-down menus. We also added the Instance code to the Information tab:

Shows the Instance Code on the Information tab in the Planing Pane

See Viewing Sheet, Row, and Cell Details for more information on the Information tab.

Single Sign-on Integration with Adaptive Authentication and SAML

Your IT administrators can configure Excel Interface for Planning to accept third-party SAML tokens. You can integrate seamlessly with a number of third-party web identity providers – most provide plugins to standard corporate identity servers such as Microsoft Active Directory or LDAP. 

With this configuration, your users can use your single sign-on solution to log into Excel Interface for Planning.

PingOne SAML SSO Limitation

Users within organizations that configure PingOne as their Identity Provider may need to reenter login credentials each time they connect to the Adaptive suite, including OfficeConnect, or Excel Interface for Planning.

Reporting

Report Builders and Viewers

Report UI Refresh

Available to all users

The report viewer UI has been updated with a new look and feel that is consistent with the rest of the Adaptive Suite. The color scheme, dialogs, and icons have been replaced to improve the overall report experience.

See Access and View Reports for more.

Display As Enhancements

Available to users with the Access Reports permissions

In the matrix report builder, custom calculations can now be placed on the same tier as a Display as element. When you use the Display as element in a report, there is a new option: Custom. If you select it, the properties dialog allows you to write expressions that evaluate at that intersection using the Formula Assistant normally available in sheets.

For example, you can: 

  • Use an IF expression to generate values in a single column using different formulas on different rows.
  • Define the denominator for Display as differently for each row
  • Show the value of the account on the row as a percentage of the aggregation of all other accounts that have the same value for an attribute.

These enhancements let you:

  • Evaluate a formula using the Formula Assistant in the Display as tier

Display as Enhancements

See Matrix Report Builder Elements Descriptions for more on the Display as element.

OfficeConnect

Available to users who have access to OfficeConnect

Cut, Copy, and Paste

You can now cut  or copy one or many cells, rows, or columns in a report and paste them in another location on the worksheet or in the workbook. Using OfficeConnect cut, copy, paste functionality, you have more control over:

  • Copying several accounts (as rows) from a report to duplicate them in another worksheet and then apply different levels or custom dimensions.
  • Copying several element links in a column that includes time, version, and level to another location. Once copied, apply other dimensions.
  • Moving a row that was inserted in the wrong location.

Prior to this release, you could copy only the native Excel formatting, not the element links. 

You can select cells, rows, or columns in the worksheet and perform a cut or copy and paste from the (1) context menu, (2) ribbon,  or (3) short-cut keys:

OfficeConnect Toolbar, Context Menu, and Shortcut keys for Cut, Copy, and Paste

You can:

  • Copy and paste cells, rows or columns to another region. 
  • Cut cells, rows or columns and paste them to another region. 

This feature is for OfficeConnect elements not Excel formatting or formulas.

See Changing and Moving an Element in a Report for more information on the cut, copy, and paste functionality.

User Experience Enhancements

Terminology Changes

We've changed some of our terminology – book is now workbook, sheet is now worksheet, and parameter is now filter. These changes affect only the labeling on the user interface:

Highlights User Interface Change from Parameter to Filter

Workbook Filters

You can now create filters from a workbook that apply across all worksheets. Workbook filtering works the same as worksheet filters. Click Workbook Properties in the toolbar and navigate to the Filters tab. Select your filters.

See Managing Filters for more information.

Example of Worksheet Filter Dialogs

Once applied, filters follow OfficeConnect precedence rules, where filters at the worksheet level takes precedence over filters at the workbook level.

See Reviewing Applied Elements for more information on precedence rules.

Filtering with Native Excel

You can now leverage native Excel filtering in OfficeConnect. For example, show only expenses that are greater than a specified threshold.

Single Sign-on Integration with Adaptive Authentication and SAML

Your IT administrators can configure OfficeConnect to accept third-party SAML tokens. You can integrate seamlessly with a number of third-party web identity providers – most provide plugins to standard corporate identity servers such as Microsoft Active Directory or LDAP. 

With this configuration, users can use your single sign-on solution to log into OfficeConnect.

PingOne SAML SSO Limitation

Users within organizations that configure PingOne as their Identity Provider may need to reenter login credentials each time they connect to the Adaptive suite, including OfficeConnect, or Excel Interface for Planning.

Discovery

Discovery New User Interface

Discovery has an improved user experience – including simplified navigation, switching easily from a view mode to presentation mode and from a view mode to edit mode. We’ve redesigned edit mode with a left pane for selecting charts and accounts, a design canvas in the center, and a right pane for customizing the look and feel of charts.

Discovery Examples of View Mode, Presentation Mode, and Edit Mode

The following is a summary key features for Discovery:

  • Brand new dashboard view and edit experience that supports these chart types: Line, Column, Area, Bar, Pie, Doughnut, Funnel, Gauge, KPI, Pyramid, Scorecard, and Waterfall
  • Simplified structure for charts, dashboards, and perspective
  • Simplified Time settings at chart level, including support for Flexible Time Modeling
  • Share perspectives with users
  • Presentation mode for dashboards 

See Discovery product documentation for more information.

Consolidation

Available to all users who have access to Consolidation

Weighted Average Translation

With weighted average currency translation, you have the option to translate a value using a weighted average method on general ledger or custom accounts with a currency data type. Weighted Average Translation works in conjunction with master formulas. 

Example of a Year-to-date Income GL Account with Weighted-Average Translation Enabled

This feature is useful for translating balance sheet accounts such as the retained earnings account.

See Account Details Field Descriptions for more information on enabling Weighted Average Translation.

CTA for All Levels in the Organization Structure

In this release, you now have the ability to calculate and view the cumulative translation adjustment (CTA) at all levels in an organization structure. Prior to this release, the CTA functionality only calculated at rollup levels. 

CTA is calculated for any reports that meet the following conditions:

  • Contain a child level
  • Set to display in a currency other than the child level’s currency
  • Contain the system CTA account

The following example shows that the Development level is a child level with USD assigned as the currency.  Since the report is run in CAD, the CTA is calculated and presented in the report. In prior releases, the CTA was not evaluated.

Example of CTA Calculated at the Child Level

If you have implemented any type of a workaround for this scenario, you may need to update to your reports.

Model

Advanced Formula Expressions

Available to all users

Expanding on the advanced formula expressions of the previous release, you can now use new operands, data types, object types, and functions. Accounts, dimensions, months, and fiscal years can be referenced at the current cell intersection to provide more details.

These enhancements enable:

  • New operands this.Account, this.<Dimension_name>, and this.Month to allow a formula to vary based on its location
  • SWITCH syntax to simplify formulas containing nested IFs
  • A new Blank() function to explicitly return a blank value instead of a zero
  • Mathematical functions for ABS() and SQRT()
  • New data types Version, Level, Account, and DimensionValue that represent objects, giving these objects dot notation access to properties of themselves

See Formula Syntax for more.

Cube Link Accounts

Available to users with Modeling permissions

Within a cube sheet, you can now define Cube Link Accounts to link to other Cube Sheets or Modeled Sheets. Cube Link Accounts automatically map common dimensions between the linking cube sheet account and the target model or cube sheet you select. Their creation and use is very similar to Standard Link Accounts.

This enables:

  • Using a Cube Sheet as an aggregated view of another sheet’s data. For example, building a pivot table interface to a personnel sheet’s data
  • Triggering evaluation of formulas on cube calculated accounts in the linked cube if data is present in the targeted sheet. Data from the targeted sheet flows into the cube along the link.

rn-cube-linked-accounts.png

See Cube Sheet Account Details for more.

Pre-Filtering Dimension Attribute Values for Data Entry on Modeled Sheets

Available to all users

You can now configure dimension attributes so they can act as filters for dimension values. Data entry becomes easier for end-users because their dimension selections are pre-filtered to valid choices.

Choosing a dimension attribute value limits the list of available dimension values. This speeds up data entry and increases data quality. Two attribute columns can drive the available selections in the dimension column. As an example, by selecting a product group and product availability first, users will only see a list of relevant products. 

This enhancement lets you:

  • Filter dimension values based on a selected dimension attribute value
  • Decide if dimension attributes act as a filter for dimension values, or if dimension values drive the display of the corresponding attribute value

See Modeled Sheet Builder for more.

Level Attributes on Modeled Sheets: Viewing Aggregate Impact

Available to all users

You can now view the aggregate impact of level attributes after you add them to modeled sheets. Simply filter the modeled sheet rows based on the level attribute you're interested in. For example, you could see the total of all salaries for the Northern Region, which is a level attribute value.

This enhancement lets you:

  • Add level attributes to a modeled sheet to see the aggregate impact
  • Filter a row based on a level attribute

See Modeled Sheet Builder for more.

Time Administration

Available to users with the Time Admin Permission

The new Time Administration screen available in Modeling > Model Management lets administrators manage time related features for their instance. Administrators with the Time Admin permission can (1) create and manage locales for time labels, (2) export the time structure, (3) extend the defined time forward or backward by five years if a custom calendar is not configured, (4) import and export time labels for locales, and (5) view the time structure. Versions and other components must refer to defined time periods in your instance's calendar. We have predefined a number of years for all existing instances, but you can extend your calendar with the Extend 5 years buttons in toolbar.

This enhancement lets you:

  • Set the default locale for time labels
  • View and search the time structure's labels, codes, short names, and dates
  • See how the time strata roll up into one another

The Time Administration screen also allows administrators to configure the time structure itself. Changing the time structure can potentially erase all of the data in your instance and requires another permission not granted by default.

See the Time Administration page for more details.

Integration 

NetSuite Saved Search Period-based Import

Available to Adaptive Integration users with Data Designer permissions who use the NetSuite Adapter

NetSuite Saved Search imports can now be performed without requiring a full data refresh using the new Period-based import type. This allows you to configure a time parameter that configures the Start and End periods for NetSuite Saved Search data import.

This enhancement lets you:

  • Import only the data that falls within a specified time range
  • Use time parameters to control the start/end time periods used for data import
  • Avoid performing a time-consuming full refresh during import

See NetSuite Saved Search for more.

OAuth 2.0 Support for CCDS Data Sources

Available to Adaptive Integration users with Integration Developer permissions

In addition to OAuth 1.0, you can now configure your Custom Cloud Data Sources to use the OAuth 2.0 authorization scheme. OAuth 2.0 is required by many data providers such as Google and Dropbox.

This enhancement lets you:

  • Access OAuth configurations from the Credentials tab of the Data Designer
  • Enable and configure OAuth 2.0 for your Integration Instance
  • Select OAuth 2.0 as the authorization scheme for a Custom Cloud Data Source

Some systems that support OAuth 2.0 but require additional configuration, like ADP, are not currently supported through Custom Cloud Data Sources. These systems can still be accessed through other means in Integration.

See Working with OAuth for more.

APIs to Export Time and Export Locales

Available to customers who have upgraded to the v15 APIs by configuring a custom calendar.

The new v15 APIs, only enabled by configuring a custom calendar, allow exporting the time structure of the calendar and its locales.

  • exportTime exports an XML document describing the time information
  • exportLocale exports an XML document describing all the locales associated with a company
  • Updates to support flexible time granularity in exportInstances,exportVersions,exportData,exportLevels,importStandardData,
    importStandardData,importConfigurableModelData,importCubeData,eraseActuals,
      and getCellExplorerUrl

See the v15 API Documentation for more.

New Mode for Modeled Sheet Data Import

Available to Adaptive users with Import Capabilities permissions

A new option, "Replace all data in the sheet, but only for imported levels," allows you to replace only the rows for levels found in the import spreadsheet.

This lets you:

  • Leave untouched any rows for levels you do not list in your import file
  • Use this new mode within theimportConfigurableModelData API. 

See Import Data and importConfigurableModelData.

Administration

SAML SSO Service-Provider Initiated Login

Available to Administrators

As an administrator, you can now set your Adaptive Planning instance to allow Service-Provider Initiated login when you configure the SAML SSO option. Configuring Service-Provider Initiated login allows you to log in from Adaptive's login page using your company's Single Sign-on provider.

This enhancement lets you:

  • Login to OfficeConnect and Excel Interface for Planning via Single Sign-on
  • Use a more flexible SAML SSO process
  • Configure your instance to provide a familiar SSO login experience that works with providers like Okta, PingOne or ADFS

See SAML SSO for more about Single Sign-on.

Platform

Deprecation of TLS v1.0 and TLS v1.1

We are no longer supporting the TLS v1.0  and TLS v1.1 encryption protocols. The Adaptive Suite works with TLS 1.2. 

See TLS 1.0 & 1.1 Deprecation for more information.

New Experience for Product Documentation and Support Articles

Our new knowledge and support site gives you centralized access to product documentation, FAQs, and support articles – all from one location.

  • Robust keyword searches and filters help you find content quickly
  • Contextual help from the Adaptive Suite opens to relevant content 
  • Web-based, responsive user interface for browsing on your desktop, tablet, or smartphone

See Where's the Docs to help you find topics from your favorite guide that were previously available from Product and Support forum.

Changes to Support Navigation

The Support navigation has changed with the launch of the new Knowledge and Support site. With this release, Product Documents, and Support FAQs are available from the Help link.

Support navigation in prior releases Support navigation this release Change
Help Help goes to knowledge.adaptiveplanning.com
Adaptive News Adaptive News none
Welcome Welcome none
Adaptive Insights Home page Adaptive Insights Home page none
Product Feedback Product Feedback none
Product Documents (replaced by the Help link) goes to knowledge.adaptiveplanning.com
Product Training Product Training none
Product Support and Forums Submit a Request opens a support ticket
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