Prophix Cloud Release Notes
Summer 2018
July 2018
Release notes describe the enhancements and bug fixes contained in new releases and maintenance releases.
Note that you can use the search feature in the help to find Prophix Support Desk ticket numbers across all release notes.
What's new
A whole lot!
The newest update to the Prophix Version 12 Web Client adds many features familiar to users of Prophix Smart Client:
New Cube Wizard
- Administrators can create cubes.
Template Row Notes
- Template designers can add special note cells that users can enter comments into during data-entry. Each note is linked to a specific member combination. In report mode, if the member combination appears, the note does as well.
Data Connector Designer
- Administrators use Data Connector Designer to create Prophix data connectors.
Detailed Planning Manager
- Administrators use Detailed Planning Manager to create models used for low-level resource planning. These models then, if desired, feed into standard Prophix financial models, which work at the macro-level.
Model Manager
- Administrators use Model Manager to maintain all the elements that make up a Prophix model, including cubes and dimensions.
Process Manager
- Administrators use Process Manager to build, test, and run or schedule automated procedures that accomplish a custom task—typically involving the manipulation of large quantities of data in the model.
Report Binder
- Administrators use Report Binder to create dynamic reports that contain a user-defined selection of documents (Prophix templates, Excel workbooks, Word documents, and PowerPoint presentations); a report binder can be generated and distributed automatically.
Security Manager
- Administrators use Security Manager to define user access to Prophix models and to individual areas, such as Model Manager, Process Manager, and Report Binder. Additionally, administrators can assign access to each cube and the dimension members within the cube.
System Locks
- Administrators use the System Locks feature to manage locking in Prophix, and they and power users can unlock certain modules when inadvertently locked out.
Workflow Manager
- Administrators use Workflow Manager to define and save workflow projects.
Enhancements
The improvements in the current release (and any updates) are as follows:
Ad Hoc Analysis
- When copying/pasting, headers are copied over.
Template Studio
- Cell formatting options for text, cell, borders, and protection.
- The cell numeric formatting options: Account dimension and Accounting.
- The cell numeric formatting state Restricted Format appears when a cell with custom numeric formatting is selected in a Template Studio Classic file.
Templates
- In data-entry mode, the option to turn on/off automatic data refresh.
- The Delay Refresh option was renamed Delay page change and moved to the Pages drawer.
Detailed Planning Manager
- Actions are now available in DPM models.
Detailed Planning Schedules
- Download a schedule to Excel. (Select File > Download Excel.)
- Fill Down and Fill Right are available for Input Calculation columns.
Workflow Manager
- Event notification emails can provide a Web Client link.
- In the project list view, drag-and-drop activity and task nodes.
- In the project list view, cut, copy, and paste activity and tasks nodes.
Model Manager
- Added the Formula editor.
- Added option to delete a cube.
- Added support for private named sets.
Security Manager
- When deleting users or groups, Prophix identifies all who are referenced in a workflow and prompts for role re-assignment.
- Manage password policy.
- Copy data access from one user or group and paste to another user or group.
- If Security Manager is locked and an administrator cannot take over the lock, Security Manager is available in Read-Only mode.
- The Security Audit Report can be downloaded to Excel.
Process Manager
-
The Template Calculation process turns a template into an automated calculation engine.
Other
- System Locks is now found in System Hub, which is accessed from the Main menu.
- In Security Manager, in the Functions tab, System Locks is now System Hub.
- You can view a list of our third-party software vendors (at top-right corner, click > About, then click the Third Party Software drawer).
- Support for the Turkish language.
- When running a template, options for selecting the page combinations to download to Excel or PDF.
Resolved issues
Note that the current build is always cumulative: it contains all previous patches.
Released | Ticket number | Area | Description |
---|---|---|---|
July | 62353 | Ad Hoc Analysis | Data entry to an account formatted as % did not function correctly. |
July | 59073 | Ad Hoc Analysis | The Auto Fit Column feature did not work properly with long member names. |
July | 58939 | Ad Hoc Analysis | Turning on the Unique Combination option after selecting members erased the member selection. |
July | 61027 | Ad Hoc Analysis | The Pages scroll bar did not function correctly in the Chrome browser. |
July | 64085 | Ad Hoc Analysis | If a data view showed Time as Name only, when the selection of months was changed, the data failed to update. |
July | 62764, 64611, 63415 | Ad Hoc Analysis | If a data view had more than 100 columns and it was saved to an Excel file, not all the columns appeared in the Excel file. |
July | 63249, 64611, 63146 | Ad Hoc Analysis | Large data views (300+ rows) were not loading in all the rows. |
July | 58757 | Drill Across | When selecting the Drill Across option a mapping table error occurred. |
July | 60046 | Drill Across | Column names were intermittently cut off in Chrome version 62. |
July | 63171 | Drill Across | The value in Maximum records to return was ignored and instead all records were returned. |
July | 58719 | DP Schedules | Calculation Refresh option was not working. |
July | 62592 | DP Schedules | After changing the calculation name, the Schedule column failed to update. |
July | 63278 | DP Schedules | After adding new DPOs, the filter option would not work. |
July | 62591 | DP Schedules | After adding a new object, the data in the schedule could not be edited. |
July | 63280 | DP Schedules | Adding a condition to a calculation overrode numeric cell formatting. |
July | 63391 | DP Schedules | Changing Start Date and End Date in schedule did not update those fields in the DPM Summary tab. |
July | 62593 | DP Schedules | In the DPO Editor, list items were truncated. |
July | 64121 | DP Schedules | If a user with only partial access to the DPM model selected Action > Update, the updated data failed to post to the financial cube. |
July | 62120 | DP Schedules | When adding a new DPO, input calculations with conditions were grayed out. |
July | 61470 | Model Manager | After opening the Account dimension, opening Ad Hoc Analysis caused the browser to crash. |
July | 53316 | Model Manager | A leaf calculation created in a DPM cube functioned as a standard calculation. |
July | 63084 | Model Manager | Revisions to a model were published in an incorrect order. |
July | 62911 | Model Manager | A publish error occurred if the source table dimension name did not match the dimension name in the cube. |
July | 62880 | Template Studio | In Design Mode there was a problem when applying a border to a data view. |
July | 63635 | Template Studio | Slow retrieval of Comment markers into template cells. |
July | 62889, 64647 | Template Studio | In a data view, changing text color also changed the size of the text. |
July | 61892 | Template Studio | If the Show cube data from a page combination option was enabled, and the template designer changed the page combination, an error occurred. |
July | 49469 | Templates | When saving to Excel or PDF, a maximum number of pages limit was encountered. |
July | 59299 | Templates | When saving a TSC file as a TS file an error occurred. |
July | 56349, 61240 | Templates | When saving to Excel or PDF, the Select Pages dialog showed only the first 250 page combinations. |
July | 58003 | Templates | A user with partial Read access to an alternate hierarchy could not add cell comments as an Approver. |
July | 58967 | Templates | When saving to Excel or PDF, if the template was created in Prophix Smart Client and contained IFERROR formulas, errors occurred. |
July | 61170 | Templates | After highlighting columns in a data view and then moving the data view within the template, previewing the template caused an error. |
July | 61826 | Templates | If a report contained many dimensions and member combinations and the user chose the option to save to an Excel or PDF file, the page selection dialog failed to open. |
July | 62631, 62540 | Table Mapping | After saving, leading zeroes were dropped and numbers were converted to scientific notation. |
July | 61324 | Process Manager | In the Import process a Time single-member named set would not update. |
July | 62653 | Process Manager | Dimension Spread tab appeared when single-member named sets were used as target and source. |
July | 61567 | Dashboard Studio | Creating a chart title using Auto Text caused an error. |
July | 59886 | Workflow | Task Due Date values were inconsistent by one day when viewed in Prophix Web Client versus Smart Client. |
July | 61912 | Security Manager | Could not apply a new temporary administrator license after the original one expired. |
July | 62807 | Security Manager | Failed to show alternate hierarchies for some users. |
July | 47847 | Drill Across Designer | In the Connection section, the Column drop-down was truncated if too near the bottom of the window. |
July | 61505 | Dashboard | Clicking a Favorite for an external file (or certain others) caused an error. |
July | 61036 | Dashboard Studio | When adding a URL to an iFrame an error occurred. |