Release Notes 6.0.0

Valsight 6.0 introduces major and minor changes to the UI and to functionalities. The following list provides a broad overview of where these changes were made:

Integration of a new overall user interface
Implementation of a new chart editor
KPI charts
Highlight mode for charts
Enable parallel working in the workspace
Development of a new Rollforward
New way for model & workspace settings
Simplifying the line-item settings

User Interface

With Valsight 6.0, the interface of Valsight gets a major update. By implementing a new framework to build our user interface, the overall look of Valsight gets a new, modern design.

Chart Editor

With this update, an overhauled chart editor is introduced. This new chart editor was developed based on state-of-the-art research and best practices across the industry.

By implementing a full-screen preview mode that immediately shows the changes made in the settings, you are now able to edit your charts and try different configurations without the risk of missing your initial configuration
To improve the user experience while working with the chart editor, we rearranged the available settings within the editor to enable a more intuitive configuration process

A more detailed documentation for this can be found here.

KPI Charts

With this release, a new chart type has been implemented: KPI chart.

This chart allows you to highlight KPIs at first glance while also displaying a comparative value.

More information on the different chart types and their functionality can be found here.

Highlight Mode for Charts

To simplify the process of presenting charts within your dashboard or highlighting charts, Valsight 6.0 enables users to show charts in a full screen mode while not entering the chart editor.

By opening the chart is this full screen mode, a temporary focus of attention can be directed towards one specific chart without seeing any edit options or other distractions.

More details about workspaces and its functionlities can be found here.

Parallel Working in the Workspace

Valsight 6.0 implements the functionality to work in the same workspace with multiple users simultaneously.

From now on, multiple users can enter the workspace at the same time and work together on sheets and the Scenario Manager while seeing the changes of other users live
While working in parallel, users are able to see what other users are in the workspace via a small list of icons in the header bar
This feature also allows you to enter the workspace in two separate tabs with the same account and eliminates the need for multiple workspace copies

A more detailed documentation for this can be found here.

ROLLFORWARD_ADVANCED

With Valsight 6.0 the ROLLFORWARD_ADVANCED introduces a major advancement in configuration options, use cases and performance optimizations compared to the current ROLLFORWARD.

By implementing a number of new parameters in the formula, the ROLLFORWARD_ADVANCED is able to easily support use cases of, for example projecting seasonality, contract aging, forecasting only a certain period or compound interest effects.

Additionally, the ROLLFORWARD_ADVANCED enables users to implement a custom parameter order instead of following the standard parameter order.

More information can be found in the table below or here.

Description

The ROLLFORWARD_ADVANCED allows to project a node into the future with a list of provided drivers, both relative and absolute. The function has optional parameters: index levels, which are incremented/shifted on each loop of the projection; the setting of start and end values for the projection; window settings that allow a selection of previous values to be used for a loop calculation, its aggregation level, and a shift type.

This function combines the functionalities of both the ROLLFORWARD and the ROLLFORWARD_MUL. Differentiating between the mode of how drivers are applied can be done via the “mode” option in the formula.

Model & Workspace Settings

When editing an existing model or workspace, the settings no longer open on the right side of your screen. From now on, a dialog opens that inherits all the settings that can be adjusted. This dialog enables a more condensed and guided view onto the settings of a model or workspace

A more detailed documentation for this can be found here.

Submodel configuration

The submodel configuration for models is no longer opened via a separate button but is now also inherited in that new dialog and can be reached by opening the settings of a model.

Line Items

Valsight 6.0 changes nothing about the basic concept of line-items but brings in some improvements in creating and (re)configuring line-items.

A more detailed documentation for this can be found here.

Creating Line Items

With Valsight 6.0 it is now possible to select between an absolute line-item and a relative line-item. Relative line-items were previously known as line-items with a relative data entry.

After selecting either of these, creating a line-item will only require a node and a name to be ready to be activated in the Scenario Manager.

Detail vs Data View

To provide a slimmer and easier-to-understand overview over the details of a line-item we combined the previous “Reconfigure” menu with the “Details” menu into one page. The information of both cases can now be found together on the line-items detail page.

Levels and Filter Dialog

To simplify the dimension and filter settings of absolute and relative line-items, these settings have been merged to one setting called “Manage levels and filters”.

This dialog now features the levels available for this line-item while directly being able to set filters onto these levels in the same dialog to save time and clicks.

Further Improvements

OData Export for Charts

To enable easier collaboration between Valsight and other software, the 6.0 release implements the option to export charts via OData. This functionality can be found under the export options of each chart.

For more information about imports and exports within Valsight, click here.

Formulas

NONSIM

Description	The NONSIM function returns the value for the inserted node with no assumptions applied. All nodes that affect this input node will have assumptions applied.
Signature	NONSIM(Node [, useVariablesFrom])
Parameters	Node: An input node useVariablesFrom: A flag determining if any variables used by the input node (and nodes that affect the input node) should be applied using their overridden value (if applicable) or the default project value. Valid inputs are: ”SCENARIO”: Any variables used in the calculation will use values overridden by the scenario, if available. This is the default value. “PROJECT”: Use the project default values.
Limitations	If the node's associated model has multiple baselines, the baseline of the scenario is used. If using “PROJECT” for the ‘useVariablesFrom’: the variable will only use the project default values for the nodes calculated within the NONSIM function. Any other nodes “up stream” in the full model will use a different value for the variable in their calculation.

BASELINE

Description	The BASELINE function returns the value for the inserted node with no assumptions applied, as well as all nodes that affect the input node have no assumptions applied.
Signature	BASELINE('Node' [, useVariablesFrom])
Parameters	Node: An input node useVariablesFrom: A string value determining if any variables used by the input node (and nodes that affect the input node) should be applied using their overridden value (if applicable) or the default project value. Valid inputs are: “SCENARIO”: Any variables used in the calculation will use values overridden by the scenario, if available. This is the default value. “PROJECT”: Use the project default values.
Limitations	If the node's associated model has multiple baselines, the baseline of the scenario is used. If using “PROJECT” for the ‘useVariablesFrom’: the variable will only use the project default values for the nodes calculated within the BASELINE function. Any other nodes “up stream” in the full model will use a different value for the variable in their calculation.

User Authentication - Single-Sign-On

With Valsight 6.0 the configuration for the SSO options have been adjusted.

These adjustments affect the common SSO options (SAML, OpenID Connect).

The new configurations can be found here.

Feature Deprecation

With Valsight 6.0 some features have been removed from our software. These features are listed here: Feature Deprecations