Upland Analytics 2020 R1.0 - Release Notes

Users can now create Gantt charts in UA.

For more information see Create a Gantt Chart.

All fields are available in the auto complete drop-down menu for formulas and functions when users build a custom field.

UA has been enhanced to allow users to create WHERE Functions Custom Fields. For example, users can now create the following custom field:

• ContentCount WHERE (UserRole = ('Content Manager' OR 'RFP Writer') AND (DateCreated < 'CURRENT')

Users can also create multiple custom fields with the same fields. For example, another custom field similar to one above:

• ContentCount WHERE (UserRole = ('Content Manager' OR 'RFP Writer') AND (DateCreated >= 'CURRENT')

For more information see Create or Edit a Function.

When creating a new view, you are now able to test the view's performance in edit mode.

Click Test Performance. The following test results display:

• View Name
• Total number of rows
• Response time for 50, 100, and 1000 rows

For more information see Create a View.

The following message displays when a report takes too long to render:

Click one of the following:

When you type in User and User Role fields, an auto-suggested list displays. This feature allows you to search through and find a user and user roles quickly when they are a large number of records.

The direction of the inverted navigation arrows have been changed to match the Upland One pattern.

Info icons have been added to the Report Builder.

Click the icon to view information about the field.

Administrators are now able to delete a user from the User Role list.

For more information see your product documentation.

UA has been enhanced to support the following date and time formats:

• Date
  • Day / Month / Year
  • Year / Month / Day
• Time
  • 24 hour
  • 24 hour with seconds
  • 12 hour
  • 12 hour with seconds

For more information see your product documentation.

The pivoted field description no longer displays when there is only one pivoted data point.

A new setting has been added to allow users to configure colors and range low and high values in radial gauge graphs.

For more information see Radial Gauge Graph Settings.

UA now allows users to select open ended dates when using On-Page Filters.

Click the Date fields and then click Yesterday, Today, or Tomorrow.

For more information see Apply an On-Page Filters or Apply an On-Page - Dashboard.

When viewing dashboards in presentation mode, users can now change the font size of reports and graphs (not available for KPIs and Radial Gauge Graphs).

For more information see Presentation Mode.

The data source that was used to create the report, graph/chart, or dashboard now displays in the Details box. Click the details icon.

Users can now zoom into a Waterfall graph based on the highest or lowest percentage.

Type the zoom percentages in the Y Axis Min Percentage or Y Axis Max Percentage fields on the Waterfall settings tab.

For more information see Waterfall Chart Settings.

The Override final sum label checkbox has been added to the Waterfall settings tab to allow users to rename the Final Sum label on a Waterfall chart.

Type the desired text in the Override final sum label field.

For more information see Waterfall Chart Settings.

The Display tab has been added to the Waterfall settings to allow users to change the text and color of the individual bar on the Waterfall chart.

• To change the text, in the Override Value column, do the following:
1. Click the checkbox next to the bar that you want to rename.
2. Type the desired text in the field.
• To change the color:
1. Click the Override Colors checkbox.
2. Click the color that you want to change.
3. Click the new color in the color picker box.
4. Click to save the new color.
5. Optional: Click Yes to enable color gradient.

For more information see Waterfall Chart Settings.

The Truncate X-axis Labels checkbox has been added to the Waterfall settings tab to allow users to shorten the x-axis labels.

1. Select the Truncate X-axis Labels checkbox.
2. Move the X-axis after: slider to select the number of characters to display.

For more information see Waterfall Chart Settings.

To allow the ability to merge y-axis data on Area charts, the Axis Merge tab has been added to the Area graph settings.

In the image below, Users was selected in the Number of Requests drop-down menu.

For more information see Area Graph Settings.