Upland Analytics 2020 R1.1 - Release Notes

When there are no folders, reports, graphs/charts, or dashboard created, the contextual navigation displays the following message: No items created.

You can export a chart by clicking on the menu bar and selecting the file format from the drop-down menu.

For more information see Download a Report or Graph/Chart.

You can now add "and/or" rule or group filters to On-Page Filters.

Click to open the On-Page Filter Drawer and then click in the On-Page Filter Drawer. The new Add Filter dialog box displays.

For more information see Apply an On-Page Filter (Report, Graph, Chart) or Apply an On-Page Filter (Dashboard).

We have made several changes to the Filter and On-Page Filter modals. Specifically:

• The filter icon has been added to the report and graph/chart Report Builder.



When you click this icon, the Add Filter modal displays.

• The On-Page Filter settings icon has been moved from the Settings modal for reports and graphs/charts to the Report/Dashboard Editor.



When you click the Add Filter modal displays.

• The Add Filter modal has been added to create and/or rule and group filters.



• Ability to filter fields to display only fields with a desired field type in the Type or choose field drop-down column.



• You can only create dashboard On-Page Filters by data source.

For more information see Apply an On-Page Filter (Report, Graph, Chart) or Apply an On-Page Filter (Dashboard).

An Email List is a collection of contacts. It provides an easy way to send subscriptions to a group of people. For example, if you frequently send subscriptions to the marketing team, you can create an Email List that contains the e-mail addresses of everyone on that team.

To create an Email List, click on the Upland Analytics Icon Bar and then click Email Lists. The Email Lists page displays.

For more information see Create an Email List.

When a widget contains an On-Page Filter, the fields that are filtered and the number of fields that are filtered display in the header.

See [UA-6670/6847/7146] in the Stories section.

The new Display tab has been added to the Bubble Graph Settings. Use this tab to override colors on bubble charts.

For more information see Bubble Graph Settings.

When creating a text function to concatenate fields, users can now enter a comma. For example:

For more information see Create or Edit a Text Function.

When a user deletes a widget (report, graph/chart, or dashboard) that has dependencies, the name of the dependency (dashboard, subscription, or drilldown) is listed on the Delete dialog box.

You can click the dashboard hyperlink to open the dashboard that contains the widget.

Reports with subtotals now display the subtotals aligned with the column it is totaling.

Before:

Now:

The new option, Size Based on Best Fit has been added to the Column Width Mode drop-down menu in the Report Settings. Select this option to automatically format the column width to fit the text.

For more information see Report Settings.

The new Pareto chart is now available with this release.

A Pareto chart contains both bars and a line graph, where individual values are represented in descending order by bars, and the cumulative total is represented by the line.

For more information see Create a Pareto Chart.

The new Box Plot chart is now available with this release.

A box plot chart presents information from a five-number summary. It does not show a distribution, but is especially useful for indicating whether a distribution is skewed and whether there are potential unusual observations (outliers) in the data set. Box plots are also very useful when large numbers of observations are involved and when two or more data sets are being compared.

Box plots are ideal for comparing distributions because the center, spread, and overall range are immediately apparent.

Note: Rules are not configurable.

For more information see Create a Box Plot.

The new Control chart is now available with this release.

Use control charts to filter out the probable noise (inherent variation or common cause) from the potential signals (nonrandom variation or special cause). From this, you know when and where to take action on a process.

For more information see Create a Control Chart.