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ExoInsight Release Notes

Updated

Version 12.2.0 (Latest Release)

Enhancements

  • Added the ability to pull down invoice images from Oracle Fusion Cloud ERP sources

Bug Fixes

  • Eliminated invalid error message when adding new Cloud EPM and Cloud ERP environments
  • Properly show an error message when an unauthorized user tries to log into ExoInsight Admin/Power User pages
  • Fixed an issue with LOV/Values queries not applying filters properly.

 

Version 12.1.0

Enhancements

  • Added the ability to offset ExoDates by week, hour, minute, and second

Bug Fixes

  • Eliminated the ability to add Environment names with spaces
  • Fixed an issue that caused a new Environment entry to be added when renaming
  • Fixed an issue in Automation Builder with Environments not showing up based on selection
  • Fixed an issue in Automation Builder with Application and Database not showing up when logging into Cloud EPM sources 
  • Login with SSO button was not enabled in Query Builder for SSO-enabled Essbase Environments

 

Version 12.0.1

Enhancements

  • Updated multiple libraries to latest version
  • Updated HFM to dynamically set maximum rows per query

 

Version 12.0.0

Enhancements

  • Updated UI
  • Rebranded ExoInsight logo
  • Removed/retired legacy connection options

Bug Fixes

  • Fixed an issue that caused a failed ERP query to continue to show as running
  • Fixed an issue with applications displaying properly in the Cloud EPM query builder

 

Version 11.2.0

Enhancements

  • Bulk Export for Cloud ERP: Pull data from BI Publisher Data Models (SQL models) into any target
    • To use with Alteryx, ExoInsight Alteryx Macro 3.0.0 is required
  • Saved POV, ExoInsight Variable, and ExoDate support for Bulk Export for Cloud EPM and Cloud ERP
  • Version 1 of Cloud ERP write-back
  • Direct Snowflake integration now works with Linux ExoInsight installations
  • Updated Automation Builder to automatically build Snowflake integration scripts
  • Multiple file-based queries can now be run in parallel through ExoInsight

Bug Fixes

  • Fixed numerous issues with Automation Builder for Cloud EPM and Cloud ERP script creation.
  • Issue with Cloud ERP Values data sets not returning when no columns selected has been resolved
    • Data set for Account Combinations and Account Combinations Aliases now contain the segment values
  • Fixed issue with Essbase shared members not having the correct aggregation operator when it differed from the stored member on metadata/dimension exports

 

Version 11.1.0

Enhancements

  • Additional functionality to execute and get the results of a DATAEXPORT BR from any target for Cloud EPM sources.
    • To use with Alteryx, ExoInsight Alteryx Macro 2.2.0 is required
  • Enhanced metadata for Cloud EPM sources (member formula, UDAs, attribute dimension values, aggregation operators, etc)
  • Enhanced Snowflake integration. Now ExoInsight enables direct, fast integration between any ExoInsight source and Snowflake.
  • Updated Automation Builder to automatically build Snowflake integration scripts
  • Multiple file-based queries can now be run in parallel through ExoInsight

Bug Fixes

  • Fixed an issue with ExoInsight Variables not being utilized on larger Cloud ERP queries.

 

Version 11.0.0

Enhancements

  • Cloud ERP: Single Sign On (SSO) enabled for Fusion Cloud ERP sources.
  • Cloud ERP: Added the ability to view and add context-sensitive DFF fields to ERP queries.
  • Enhanced Snowflake integration. Now ExoInsight enables direct, fast integration between any ExoInsight source and Snowflake.
  • Minor UI and background processing improvements:
    • Automation Builder: removed unnecessary loops parameter, removed dimensionNamePrepend automatic text
    • Added Environment name field to the ERP Query Builder
    • Changed color of ERP fields depending on whether they can be queried or not.

Bug Fixes

  • Fixed issue that could cause ERP fields to shift columns on certain rare queries

Notes

  • Upgrade option not available from versions prior to v11

 

Version 10.5.6

Bug Fixes

  • Cloud ERP: Fixed issue with looping on the Financials Essbase cubes

 

Version 10.5.5

Bug Fixes

  • Cloud ERP: Fixed issue with column headers being misaligned in certain circumstances

 

Version 10.5.4

Enhancements

  • Added Force Clear All Queries to Query Monitor

Bug Fixes

  • Corrected issue in Automation Builder with PBCS plan types and dimensions not appearing properly
  • Fixed an issue with exporting to parquet for Cloud ERP data sources

 

Version 10.5.3

Bug Fixes

  • Eliminated the potential for queries kicked off at the same microsecond to error out.

 

Version 10.5.2

Enhancements

  • Enhanced log viewer UI, columns, and entries
  • Updated internal libraries

 

Version 10.5.1

Enhancements

  • Parquet output option added for HFM sources
  • Increased default number of rows in the SmartView to POV String conversion screens and increased number of rows added by the Add Rows button
  • Upgrade option added to installation process

Bug Fixes

  • Corrected error with HFM relational database integration
  • Amount Numeric (Amt_Column_Numeric) parameter now respected on HFM and Essbase relational database integration
  • Corrected issue with HFM Tableau hyper file creation
  • Improved error messages for HFM flat file creation, JSON creation, Tableau integration, and data loads
  • Corrected issue with the log for HFM data loads always showing 0 rows loaded

 

Version 10.5.0

Enhancements

  • Foundational SSO support added for Cloud EPM and Cloud ERP.
  • Removed requirement for non-admins to have top-level member access to each dimension.
  • Added ability to update Row Limits instead of delete/re-add.
  • Updated underlying libraries.
  • Various UI updates
  • Removed directory selection screen in installer.

 

Version 10.4.1

Enhancements

  • Enhanced performance of HFM queries. 

Bug Fixes

  • Updated ExoInsight to accommodate for a Google Chrome update that caused the ExoInsight Admin login screen to fail.

 

Version 10.4.0

Enhancements

  • Added support for Oracle PCMCS, Oracle Tax Reporting Cloud, and Oracle Freeform Planning.
  • Non-admin users can now access the Query Builder for PBCS and FCCS data sources. 
  • Numeric amount defaults for Essbase and HFM data sources. Previously scientific notation was generated for extremely large or small numbers, or numbers with a large amount of significant digits. Now Essbase and HFM data sources will default to numeric data amounts.
  • Java/OpenJDK prerequisites have been eliminated in favor of an embedded JRE.
  • More efficient ERP query processing to reduce memory consumption and allow more simultaneous queries.
  • Enhanced error handling in ERP Query Builder.

Bug Fixes

  • Essbase SmartView->POV String converter has been updated to properly work with long member names with spaces

 

Version 10.2.8

Enhancements

  • Annual third-party library security review and upgrade.

Bug Fixes

  • Resolved an issue with header rows appearing multiple times on HFM queries that utilize loops.

 

Version 10.2.7

Bug Fix

  • Corrected an issue with queries erroring under certain circumstances.

 

Version 10.2.6

Enhancements

  • Enhanced error handling in Query Builder
  • Updated underlying libraries

 

Version 10.2.5

Bug Fixes

  • Resolved an issue with column headers being shifted when using Saved POVs in the Tableau Web Data Connector in certain circumstances.

 

Version 10.2.4

Enhancements

  • Added the ability to specify the data type of the Amt column in Essbase and PBCS/FCCS relational database loads.

Bug Fixes

  • Resolved an issue with incomplete data coming back for Oracle Fusion Cloud ERP in certain limited circumstances.

 

Version 10.2.3

Enhancements

  • Query Builder enhancements: add/remove dimensions from loops clause, remove unnecessary checkboxes, UI improvements.
  • HFM row limit improvements.

Bug Fixes

  • Resolves a bug that caused Essbase loads from Alteryx to fail.

 

Version 10.2.2

Enhancements

  • Enabled all connectivity options through the Universal Connector for Alteryx.
  • Updated common libraries to most recent stable version.

 

Version 10.2.1

Enhancements

  • Alteryx Universal Connector support.
  • Parquet export option for Oracle PBCS and Oracle Fusion Cloud ERP sources.
  • Added the ability to use a POV String in the Automation Builder screen, as opposed to only selecting Saved POVs.
  • ExoInsight admins can now see all Saved POVs and ExoInsight Variables.
  • Added additional domains available by default for connectivity with Oracle PBCS and Oracle PBCS.

Bug Fixes

  • Corrected an issue with the Oracle Financials Cloud cube connectivity not working upon installation.

 

Version 10.2.0

Enhancements

  • Password encryption utility. Used to encrypt passwords to be used in ExoInsight so they will be encrypted when using them in plain-text situations, such as API scripts or Alteryx parameter-passing.
  • Update License Key screen added. Now it is possible to update the license key without restarting ExoInsight, directly from the front end.
  • Only selected tabs appear in the web UI.
  • Multiple libraries and components upgraded to latest versions.

Bug Fixes

  • Syntax issue fixed when selecting Level-0 from the PBCS Query Builder screen.
  • Updated error message when using ExoInsight to push Oracle Fusion Cloud ERP data to a relational database.
  • Corrected an issue where some records were being skipped in certain circumstances in an Essbase load from Alteryx.
  • Corrected an issue with generation columns being shifted in the Tableau connectivity to PBCS.
  • Corrected a security issue within the log file.

 

Version 10.1.3

Bug Fixes

  • If zero records are returned for the first iteration of a loop used on a PBCS query, column names are displayed as values.

 

Version 10.1.2

Bug Fixes

  • Essbase SmartView to POV String converter failed when attempting to convert.

 

Version 10.1.1

Bug Fixes

  • Deleting Power Users throws an error message and does not delete the user.

 

Version 10.1.0

Enhancements

  • New role: Power Users. This is an elevated role from a regular user that can access, create, modify, and delete Saved POVs and ExoInsight Variables, and can also access the Log Viewer.
  • Query Monitor: Current queries running in ExoInsight can now be viewed in the Query Monitor screen. Queries that utilize ExoInsight looping functionality can also be scheduled to terminate after the current loop completes.

 

Version 10.0.0

Enhancements

  • Oracle Fusion ERP Cloud ERP Connectivity:
    • Oracle Financials Cloud
    • Oracle Procurement Cloud
    • Oracle Human Capital Management Cloud
    • Oracle Project Portfolio Management Cloud
    • Oracle Sales and CRM Cloud
    • Oracle Supply Chain Management Cloud
  • REST Call to update Saved POVs and ExoInsight Variables automatically
  • Power Users: allow specified users to create/edit Saved POVs and ExoInsight Variables and view the log file, but all other administrative tasks are unavailable.
  • ExoDate: a standard ExoInsight Variable value that can be used to reference the system date and customize how the date is displayed. Can be used in Saved POVs, regular queries, ExoInsight Variables, etc.

Version 9.6.1

Enhancements

  • Transaction details available for Oracle Financial Cloud
  • Saved POV and ExoInsight Variables available for Oracle Financial Cloud
  • Improved error messages when performing a hyper file creation
  • Improved CSV export from all Query Builder pages: added quotes around entries to account for data values that include commas

Bug Fixes

  • Resolved issue regarding dimension tables not being populated when creating hyper files

Version 9.5.4

Enhancements

  • Member search now works with the default alias for Essbase, HFM, PBCS, FCCS, and Oracle Financial Cloud (OFC)
  • Enabled login configuration for different PBCS, FCCS, and OFC versions
  • Enhanced POV String parsing for Essbase and OFC to allow more flexible user formatting options
  • Added row limit configuration for HFM environments
  • Removed new line characters by default in Essbase POV Strings
  • Common library upgrades

Version 9.5.3

Enhancements

  • Final release of SmartView to POV String Converter for Oracle Financials Cloud
  • Enhanced the responsiveness when drilling through the Essbase outline when using an APS connection
  • Enhanced the responsiveness when drilling through an OFC outline

Bug Fixes

  • Corrected an issue where an Essbase outline would not appear in the Query Builder screen when a cube had a member with the same name as the cube.
  • Properly display all HFM applications in the Query Builder screen, not just the first one.

Version 9.5.2

Bug Fixes

  • Corrected a bug when looping on various segments for OFC.

Version 9.5.1

Bug Fixes

  • Corrected a licensing issue for Oracle Financials Cloud

Version 9.5.0

Enhancements

  • First release of Oracle Financials Cloud connectivity. Includes the ability to pull general ledger balances and balances for all major modules.

Version 9.4.0

Enhancements

  • PBCS write-back and job initiation from Alteryx. Jobs, rules, and rulesets can be kicked off before and after writing data back to the PBCS application
  • Enhanced daily log roll check
  • Enhanced the license expiration message and user instructions to resolve
  • Enhanced log file with additional details and usernames for loops and metadata completion
  • Updated PBCS login page to show appropriate error message when login is successful but no apps and/or plan types are available.

Bug Fixes

  • Corrected a bug that caused validations of Essbase environments to fail.

Security Enhancements

  • Various OWASP best-practices implemented to address low-risk security vulnerabilities. 

Version 9.3.0

Enhancements

  • Added the ability to write-back to PBCS from Alteryx
  • Streamlined installation process for Task Scheduler

Version 9.2.0

Enhancements

  • HFM write-back/consolidation ability from Alteryx
  • Header size configuration options added

 

Version 9.1.0

Enhancements

  • Added HFM SmartView to POV String converter functionality
  • Enabled ExoInsight compatibility for Oracle Cloud Gen2 environments

 

Version 9.0.6

Bug Fixes

  • Corrected a bug that caused validations of Essbase environments to fail.

 

Version 9.0.5

Enhancements

  • Added Calc Status display to HFM data result sets.

 

Version 9.0.4

Enhancements

  • <Entity Currency> is replaced with entity's base currency value in the results.
  • ExoVars now display in the HFM outline tree.

Bug Fixes

  • Corrected an issue with shared hierarchies displaying incorrectly in the HFM outline tree.

 

Version 9.0.3

Bug Fixes

  • Corrected a bug that resulted in an error when more than on ExoInsight admin was added to an environment.

 

Version 9.0.2

Bug Fixes

  • Corrected a bug that resulted in an error when more than on ExoInsight admin was added to an environment.

 

Version 9.0.1

Enhancements

  • Removed drop-down requirement on Admin Users screen to accommodate different browsers

 

Version 9.0.0

Enhancements

  • HFM integration with Alteryx
  • HFM integration with Tableau
  • HFM integration with KNIME
  • HFM integration with relational databases
  • HFM integration with flat files
  • Enhanced password security handling - passwords are no longer displayed or editable to ExoInsight admins
  • PBCS/FCCS connections can now utilize an admin-only environment, enabling easy updating of credentials
  • The ability to configure PBCS dimension metadata output columns

Bug Fixes

  • Error when selecting the environment when adding Saved POVs or ExoInsight Variables has been resolved
  • Inability to enter application after selecting environment when adding Saved POVs or ExoInsight Variables has been resolved
  • PBCS dimensions do not expand after Oracle update (incorporates 8.7.1 hotfix)

 

Version 8.7.1

Bug Fixes

  • SmartView to POV String converter page for Essbase did not display any ExoInsight environments.

 

Version 8.7.0

Enhancements

  • ExoInsight Variables - ExoInsight created and maintained substitution variables that can be used in POV Strings, enabling easy control of query updates within Alteryx, Tableau, KNIME, Qlik, or any other target that ExoInsight supports.
  • Saved POV references - Now Saved POV names can be referenced as the query, enabling easy updating and maintenance of any ExoInsight processes that use Saved POV queries.
  • Granular control of Saved POVs and ExoVars by ExoInsight environment, Application, and/or Database.
  • Sparse BSO cube query optimization
  • WITH ExoPowerPOV syntax, enabling the creation of on-the-fly members and rollups.
  • Improved SSO user interface when logging in

 

Version 8.6.2.5

Bug Fixes

  • An error occurred while refreshing a PBCS connection in Tableau after the initial creation was complete.

 

Version 8.6.2.4

Bug Fixes

  • Older versions of Tableau (2020.3 and lower) displayed an error message when connecting to PBCS data sources.

 

Version 8.6.2.3

Enhancements

  • PBCS now allowed as a PBCS environment name.

Bug Fixes

  • Member names with parenthesis ( and ) are now allowed in the PBCS/FCCS POV String syntax.
  • Enhanced encryption of all usernames and passwords in the configuration file after frontend operation.
  • Automation Builder no longer creates unnecessary zip files.
  • Fixed an issue with "leaveHyperFileOnServer" not working as expected.

 

Version 8.6.2.2

Bug Fixes

  • Fixed issue with Essbase or PBCS/FCCS environments not showing up properly in the Automation Builder.

 

Version 8.6.2.1

Enhancements

  • Enhanced logging for PBCS operations.

 

Version 8.6.2

Enhancements

  • SmartView to POV String conversion tool for PBCS and FCCS
  • Member Combinations functionality for PBCS and FCCS. Allows granular control over associating members from one dimension to another. 

 

Version 8.6.1

Enhancements

  • Admin-only environments. Enables ExoInsight admins to use environments specifically for them that may have different query limits.
  • Substitution variables are displayed for PBCS.

 

Version 8.6.0

Enhancements

  • POV String looping for PBCS: now base members can be used in loops if security is restrictive to top level members.
  • PBCS missing/blank records are no longer returned to the result set.
  • Essbase Query Limits: Cube-level row limits can be set to control the size of queries executed through ExoInsight.
  • Speed enhancements made when navigating the outline tree.

 

Version 8.5.1

Bug Fixes

  • A bug has been resolved that was causing performance issues when loading to a relational database. 

 

Version 8.5.0

Enhancements

  • New flags for relational database integration: dimensionNamePrepend and dimensionNameColumnPrefix
  • Automation Builder screen available to all
  • File download available from Automation Builder screen
  • Generation column aliases for PBCS and FCCS

 

Version 8.4.4

Enhancements

  • Support for Oracle Essbase 21c.
  • Improved log viewer: faster, searchable, sortable, exportable.
  • Enhanced security improvements for SSL support.

 

Version 8.4.3

Enhancements

  • Columns have been added to the dimension extracts that include aliases for each generation.
  • An option was added to the relational database integration that allows the user to specify the table name prefix for dimension tables.
  • The ability to output dimensions to delimited flat files was added.
  • SSL certificates that include multiple DNS entries is now supported.

Bug Fixes

  • Under some circumstances, the Tableau Web Data Connector (WDC) can hang upon loading from the WDC screen to Tableau, even though the data loaded fine in the WDC.
  • An error occurred when running a POV String with a member name that included a parenthesis in the level0 function.

 

Version 8.4.2

Bug Fixes

  • When utilizing the loops feature of the POV String, if the first query did not return any results then the result set would have incorrect column names.
  • When using the Google Sheets Add-in for Essbase, submitting data while using the Member Name and Alias preference would revert the retrieve to using member names only.

 

Version 8.4.1

Bug Fixes

  • The data-load portion of the relational database push would not create the data table for certain relational database destinations under certain circumstances. 

 

Version 8.4.0

Enhancements

  • Improved Essbase Report script handling

Bug Fixes

  • After a post-load calculation was run, the pre-load calculation script was being written to the log file even though the correct post-load calculation was executed.

 

Version 8.3.12

Enhancements

  • Aggregation operator column added to metadata output when UDA_MF is true
  • The ability to call a calculation script before and after an Essbase load

Bug Fixes

  • CSV output when using MDX requires a POV parameter as well

 

Version 8.3.11

Enhancements

  • Row limit option for Google Sheets Add-in/ExoInsight Excel Add-in

Bug Fixes

  • PBCS Query Builder leaves option does not pull only bottom-level

 

Version 8.3.10

Bug Fixes

  • Essbase Load Alteryx plug-in was only running in Dry Run mode

 

Version 8.3.9

Bug Fixes

  • TruncateDataTable:false was causing an error when running the relational database integration for PBCS/FCCS

 

Version 8.3.8

Bug Fixes

  • GetSelectStatement in CLR was not performing correctly with new POV String syntax
  • TruncateDataTable:false was causing an error when running the relational database integration for Essbase

 

Version 8.3.7

Enhancements

  • KNIME support for PBCS
  • OpenJDK 14 support

 

Version 8.3.6

Enhancements

  • Support for CLR

 

Version 8.3.5

Enhancements

  • The ability to modify the default port for ExoInsight
  • Enhanced functionality for KNIME integrations

 

Version 8.3.4

Enhancements

  • KNIME support

 

Version 8.3.3

Enhancements

  • Loops functionality available for file export (Essbase/PBCS/FCCS)
  • POV String loop syntax
  • CSV file export option

 

Version 8.3.2

Enhancements

  • All #Missing records will be removed when using the NONEMPTY operator in POV String syntax

 

Version 8.3.1

Enhancements

  • The ability to add custom SQL prior to and after the relational database export runs
  • Enhanced metadata available - member formulas, UDAs, attribute values, etc
  • The username and password is now encrypted in the configuration file
  • Automation Builder for Essbase/PBCS/FCCS
  • FCCS support

 

Version 8.0.0

Enhancements

  • Load data to Essbase from Alteryx
  • Relational-to-relational REST API
  • In-place upgrades available

 

Version 7.7.2

Enhancements

  • Support for the Oracle PBCS source system
    • Alteryx
    • Relational database integration
    • Tableau (direct connection and hyper file creation)
  • SSL support
  • ASO export parser
  • Outline parser
  • Essbase report script syntax support
  • DateAdded field added to data and dimension exports
  • Loops functionality available for MDX statements
  • Ability to load back to Essbase via REST API

 

 

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