FP&A Cloud Release Notes

2022.2.0

May 2022

Release notes describe the enhancements and bug fixes contained in new releases and maintenance releases.

 Tip:  To find the release note that contains a specific issue, search on the Prophix Support Desk ticket number.

Support for Microsoft 365

Analyzer and Contributor support Microsoft 365 using monthly or Semi Annual Channels.

 Note:  Microsoft Office 2019 and Office 2016 perpetual licensed editions are not supported.

What's new

Dashboard Studio

  • Assign multiple startup dashboards: Administrators can now assign up to five dashboards to users and groups:

    • Admins can override a user's group dashboard assignment with a custom dashboard selection.
    • Note that Document Explorer's Set as my Dashboard option is no longer available.

Dashboards

  • Multiple dashboards: You can now be assigned up to five dashboards; your dashboards appear as sub-tabs in the Dashboards tab (your home page):

  • Global refresh: Instead of refreshing content tile-by-tile, you can now also refresh all the tiles in a dashboard at once by clicking at the top-right corner:

  • Sort your Favorites: In your Favorites tile you can now click to set how you want the contents sorted:

Dashboard chart tiles

  • Waterfall charts: This chart type shows the net effect of a series of positive and negative values introduced one after another. A waterfall chart plots the first column of its data view with the first value starting from the category axis and with the remaining values floating:

  • Enlarge a chart tile: To open a larger version of a chart for better viewing, you can now click :

Data views and templates

  • Hide "No Access" rows and/or columns: In Ad Hoc Analysis, Template Studio, and Edit Layout, you can now choose to filter out rows or columns for which the user has no access permissions.
    • Once enabled in a data view, this setting applies wherever the data view is used, including dashboard charts, templates, and in Analyzer.
  • Filter the rows in templates: The end user of a template can now specify the row members returned at the leaf level.

    •  When the user runs the template in report or data-entry mode, the Row Filtering dialog opens and the user can select the members they want to work with:

      • Note that the only members available for selection are those that the user has at least Read access for.

    • Now instead of the template designer having to maintain multiple versions of a template, each tailored to a given user or group, a single version works for everyone.

    • The designer turns on row filters for a template by using Template Studio to specify which dimensions have row filters:

Help

  • New help button location: The button has moved to a more prominent location at the top-right corner:

  • Context-sensitive help: Clicking opens the help page that relates to the area in Prophix that currently has the focus.
    • For example, If your selected tab is Template Studio and you click , the help opens directly on the page for Template Studio.

Language and locales

  • A new option has been added to Locales: Français (Europe).

Analyzer

Resolved issues

Note that the current build is always cumulative: it contains all previous patches.

Released Ticket number Area Description
May 127161 Ad Hoc Analysis Copying data from Excel to Prophix had problem when using Danish regional settings.
May 127548 Ad Hoc Analysis Numeric formatting was overridden when data views were open in separate Ad Hoc Analysis tabs.
May 126966 Ad Hoc Analysis Unable to copy-and-paste from Excel into a data view.
May 128011 Ad Hoc Analysis After copying data into an Excel worksheet using the Copy with Headers option, some target cells were blank.
May 105825, 109249, 126442, 90026 Cell Comments When only partial access was granted for an alternate hierarchy, adding cell comments for it was not allowed.
May 133622, 133515 Document Explorer The Recent Files drawer showed files the user had never accessed.
May 126946 Document Explorer Folder restrictions affected template mode selection.
May 120400 DPM Comments were not posting as member properties.
May 128899 DPM Global Vectors were displayed incorrectly.
May 128715 DPM Allocation changes were saved incorrectly.
May 131329 DPM A calculation could not be duplicated if it contained a condition that had an attribute data type that selected multiple dimension members.
May 125626 Journal Manager A duplicated Journal was not visible.
May 127610 Line Item Schedules A report was exporting blank pages and between the report and Excel the data did not match.
May 128511 Line Item Schedules Spreading was working incorrectly in Line Item Details.
May 130847 Model Manager A resource string was not updated.
May 119455 Model Manager Certain Time member properties did not show the expected value in a non-calendar fiscal year.
May 129156 Process Manager Deleting the user who created a scheduled process caused the process to fail.
May 106782 Process Manager The Currency Conversion process removed applied exchange rates.
May 107175 Process Manager The Remove Data process deleted Line Item Details from all years instead of only the selected time range.
May 116984 Security Manager Could not apply temporary license key on Mac OS.
May 127445 Template Runtime The red indicator for cell comments was not visible if the Time dimension was at Pages
May 128062, 127842, 130229, 131384,131336, 131205, 131320,131392 Template Runtime In certain templates the cell comment markers were not visible1.
May 128063 Template Studio When formatting cells, for Category selecting Accounting and for Location selecting None, had no effect.
May 128611, 130053 Template Studio In formulas, commas were no longer converted to semi-colons, resulting in a #VALUE error.

Known issues

Area Description Workaround
Data Integration Service When using ODBC as the Destination, field names that contain keywords or reserved words from the Source will not map and the process will fail. An upcoming release will address this issue.
Data Integration Service When using ODBC as the Destination and with text or Excel as the Source, if the Connection has Column name in first row turned off, then mapping will fail and the process will fail. An upcoming release will address this issue.
Data Integration Service When using Acumatica as the Source and AcccountSummaryInquiry as the query object, and if there are no query filters, the Data Integration process fails, returning the error message [Error: Timedout]: The job timed out. In the query, add a filter condition to the Period field.
Dashboards The assigned dashboards for a user or a group will not load if located in a Document Explorer folder with security set to restrict access. In this case users see the message Content no longer available. Assigned dashboards need to bypass this security. In Document Explorer, move the dashboard file(s) into a Public folder and set the folder's security to Full or Read-onlyaccess for Everyone.