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Release Notes 5.7.0

Valsight version 5.7.0 introduces an advanced filter function in the filter management, a new interactive guide, and two more functions.

Filter Management

With the 5.7.0 release, Valsight is adding the tree-select mode to the filter management.
With that feature, users have the advantage of explicitly only checking the boxes of shown items (e.g. after a search input) and faster visual confirmation.

In practice, that means that this feature follows a “what-you-see-is-what-you-get” approach to customize and simplify your filters in complex environments.

More information on the usage of this feature can be found in our documentation.

Interactive Guide

The collection of interactive guides within Valsight is growing!
With the 5.7.0 release, an introduction to the model editor is provided.

In case you would like a short refreshment of what you can do in the model editor, click on the light bulb in the bottom left corner of the Valsight application.



The CAGR function calculates the Compound Annual Growth Rate of an investment over time.


The Compound Annual Growth Rate (CAGR) function measures an investment's annual growth rate over time, with the effect of compounding taken into account.


CAGR(Node, NumberOfPeriods [,Level])


  • Node: An input node with values to use for start and end dates in the calculation

  • NumberOfPeriods: The number of dimension levels previous to each level to compare values between, e.g. if the current level is 2022 and the NumberOfPeriods = 2 then the start level will be 2020

  • Level: The name of the level to find the first values in respect to (see limitations for values allowed). If no [Level] is provided, the time dimension will be used.


If any of the following points occurs, an error will appear:

  • If no value is entered for [Level], and the entered node does not include a level from the time dimension

  • The value entered for [Level] is not used by the entered node

  • The value entered for [Level] is higher in the dimension than the level used in the node

    • e.g. if the node uses ‘Month’ the inputted level is ‘Year’

  • The entered value for [Level] is a linked level of another level used by the entered node

  • The NumberOfPeriods value is not a whole number equal to 1 or greater


The RATE function calculates the interest rate per period of an investment.


Returns the interest rate per period of an annuity based on a number of periods, the amount of payments per period, a present value, a future value, a value indicating whether payments are due at the beginning or the end of period (type) and a guess.


RATE(Nper, Pmt, PV, FV [, Type, Guess])


  • Nper -> Number of periods: the number of payments to be made

  • Pmt -> Payment per period: the amount per period to be paid (Payments/costs should (but are not required to) be entered as a negative number e.g. -500)

  • Pv -> Present value: the current value of the annuity.

  • Fv  -> [Optional] Future value: the future value remaining after the final payment has been made.  If not entered, 'Fv' is set to 0.

  • Type -> [Optional] when the payments are due (1=pmt at beginning of period (Annuity Due), 0=pmt at end of period (Ordinary Annuity)). By default 'Type' is set to 0.

  • Guess → [Optional] A first guess what you think the RATE will be. By default ‘Guess’ is set to 10%.


  • Argument 'Pv' is the leading input node.

    • A leading input node is a function argument, for which we assume the levels to be correct. All other input nodes need to have the same dimensionality.

  • Each input node can be a single number

  • Providing all inputs with the same dimensionality results in a noticeable performance improvement

  • Guess and result values are entered/returned as decimal numbers, e.g. 10% = 0.1


  • If the successive results of RATE do not converge to within 0.0000001 after 20 iterations, RATE returns the #NUM! error value.

  • All other inputs must not contain levels that are not in the leading input node 'Pv'. 

  • All level values that are in the leading input node  'Pv' , must be in all the other input nodes.

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