Summarizing Key Updates

Objectives

After completing this lesson, you will be able to:

  • Summarize key updates

Custom Widgets

Custom widgets can be bookmarked in the optimized story experience, and the bookmark's property values and data bindings result for the widget can be utilized. The custom widget developer must set the supportsBookmark property to true in the widget's JSON file.

Scheduling Publications

As a Schedule Manager or Schedule Administrator, you are notified via email whenever the status of your scheduled publication changes from Open to Successful, Partially successful, Failed, or Canceled. You can view details of the status by clicking the Open Task button on the email.

In addition, you can now use the Include Formatting option while scheduling a publication with the CSV file type and keep the numeric formatting precisely as it appears in the table or chart. The value will be a string in the CSV file.

Screen shot of retaining formatting when publishing as a .csv file

Modeling Improvements

Data Disaggregation

Data disaggregation refers to how data is redistributed to leaf members when changing data on a parent member in a table cell. It is only available in the Measure Details panel for models with planning capabilities enabled. Based on different settings, such as aggregation mode, validation rule and state of the data, disaggregation can behave differently. You can also have even more control by selecting the disaggregation type in the Measure Details panel. There are two options:

  • Standard
  • Reference to Another Measure

Screen shot of the disaggreation type options in the SAC Modeler

Note

Reference to Another Measure is only available if there is no exception aggregation, and the aggregation mode is either empty or set to SUM.

Standard
Standard is the default disaggregation behavior, derived from the measure's aggregation type and/or state of the data. For example, if you have a measure that already contains data across the leaf members and you change the value of a parent member, the value is then disaggregated proportionally based on the values of the leaf members.
Screen shot of the Standard Disaggregation functionality
Reference to Another Measure
Reference to Another Measure gives you with the ability to drive the disaggregation process based on business rule proportions from another measure. It also unlocks access to two disaggregation modes:
  • Total Disaggregation - disaggregates the entire value. In the following figure, 15,000 for Texas is distributed among the stores based on their floor sizes.Screen shot of the model setting and story results of the reference to another measure Total distribution
  • Delta Disaggregation - disaggregates only the difference to the value entered. In the following figure, 2,474 for Texas (the difference between 12,526 and 15,000) is distributed among the stores based on their floor sizes.Screen shot of the model setting and story results of the reference to another measure Delta distribution
Note
Locked records are not overridden by data disaggregation

Time-to-Date Functions

As a modeler or planner, you can now create calculated measures or calculated accounts using YTD (Year-to-Date), QTD (Quarter-to-Date), and MTD (Month-to-Date) functions at the model level. These functions display running totals across year, quarter, or month levels of date granularity, enabling users to compare values against a budget, a target, or previous periods.

Screen shot of the MTD function used in the modeler's calculated measure

Calculation Dependencies

A graphic tool is available in the Calculations screen to help you visualize relationships and dependencies between objects. For all measures, conversion measures, calculated measures or account members that you select, the application automatically displays all objects that are directly connected in the calculation. It updates in real time as you make changes to a formula within the editor.

Screen shot of the graphic showing a calculated measure's dependencies

The graph does not feature any editing capabilities, and you cannot create or edit any existing dependencies. However, it is available for both account-based and measure-based models.

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