Upland Analytics 2020 R1.2 - Release Notes
Story
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When viewing drilldown details for a dashboard, report, graph, or chart, you can now minimize the Details window by clicking on the gray bar.
A scrollbar displays on the right when there are multiple drilldown conditions.
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To match the UplandOne design standards, the fonts in the dashboard text area have been changed to Open Sans.
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You can now turn all On-Page Filters or On-Page Filters for individual data fields on and off.
- Click the toggle next to All Filters to turn all On-Page Filters on or off.
- Click the toggle next to the individual data fields to turn the On-Page Filter for the data field on or off.
For more information see Apply an On-Page Filter on reports, graphs and charts or Apply an On-Page Filter on dashboards.
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The Upland Analytics Sync Views API now updates data type attributes if the data type of the field changes.
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The filtering logic has been changed to filter on the field ID rather than the field name so that when a user modifies the field name, the filter is still applied to the correct field.
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Analytics now uses Basic Auth to send usernames and passwords.
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Queries used in pivoted reports are now cached in the sys_cache sql table.
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You can now copy a UA View.
- Click the Analytics Settings button from the Main Menu Bar.
- Select Data Views from the menu.
- Select the view you want to copy.
- Click Edit. The Views dialog box displays.
- Click Copy. A warning dialog box displays.
- Click Confirm.
For more information see Copy a Data View.
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You can now copy a UA Data Source.
- Click the Analytics Settings button from the Main Menu Bar.
- Select Data Source from the menu.
- Select the data source you want to copy.
- Click Edit. The Data Sources dialog box displays.
- Click Save as copy from the Save drop-down menu. A warning message displays.
- Click Confirm.
For more information see Copy a Data Source.
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The new column: report_query of type nvarchar(max) has been added to the table sys_visit_log.
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When you attempt to save a data source that contains views with no connections or cross joins, the following error message displays:
For more information see Create a Data Source.
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To start the transition to the new style guide, the following changes were made in UA:
- Header Color: #2574DB
- Icons in Header: #FFFFFF / Hover: #B4D5FF
- Left Hand Navigation Background Color: #FFFFFF
- Last Viewed/Last Reviewed: 14px
- Arrow on the Hand Navigation
Customer Request
Resolved Issues
- [UA-4774] - HTML encoding is now allowed.
- [UA-5189] - PGSQL - Custom fields are now working correctly.
- [UA-5322] - Currency format now displays correctly on dashboards.
- [UA-5479] - When creating a dimension custom field and using it in a drill-in, the custom field is now correctly hyperlinked to the report that contains the same custom field.
- [UA-5933] - The Footer pane now displays correctly.
- [UA-6253] - You are now able to successfully email a report and create a subscription.
- [UA-6299] - The Actualize Consulting report now displays correctly.
- [UA-6479] - You can now successfully wrap content using the Wrap Content option in Report Settings.
- [UA-6632] - Joins are now working successfully.
- [UA-6633] - Aggregate functions are now working successfully.
- [UA-6634] - Formulas are now working successfully.
- [UA-6708] - You are now able to create a "WHERE clause" custom field using fields that are in the "Used but not reported on" box and successfully run the report.
- [UA-6751] - Fields in the "Used but not reported on" box are no longer removed when the widget type is changed. The custom field now retrieves the correct values.
- [UA-6752] - Permissions now display correctly on reports and dashboards.
- [UA-6809] - Subtotals now display correctly on offline reports.
- [UA-7481] - The Pareto chart icon now displays when creating a drilldown.
- [UA-7589] - Filter issues have been resolved.
- [UA-7603] - Pareto chart display options are working correctly for reports.
- [UA-7632] - Drilldowns are now working correctly on Pareto charts.
- [UA-7821] - You are now able to successfully delete the last folder in the Navigation menu.
- [UA-7876] - Name Override settings for pivoted columns are now correctly displaying.
- [UA-7894] - Widgets with the Show in Upland WorkCenter permission now display correctly.
- [UA-8265] - Dropdown menu lists have been improved.
- [UA-8388] - You can now successfully apply filters on non-inserted fields.
- [UA-8507] - You can now successfully run an offline report.
- [UA-9224] - Totals display correctly on newly configured data sources.