Releases: Profitbase/PowerBI-visuals-FinancialReportingMatrix
v7.2.0.6 Feb 17. 2024
This is Financial Reporting Matrix v7.2
New features:
- Measure placement - In rows: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Measure-Placement#in-rows Some limitations here, that will be improved in future releases.
- Select Column Subtotals: #442
- New Format Pane design
- Hide Row and Hide Row Hierarchy - allows user to hide only parent row, leaving expanded child rows visible, or to hide the whole hierarchy from the parent and down. https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Hide-Row-and-Hide-Row-Hierarchy
- Exisiting Hide Row - steps will not be affected. #475
- Row Options: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Row-Options
Bug Fixes
- Add column formula issue with single measure
- Applied steps disappearing: #503
- Update all row styles: #495
- Column alignment when hiding: #482
- Hide one level of hierarchy: #475
- Improve support for Format Strings from Calculation Groups: #466
- Excel export improvements: Font size, styles, format strings corrected
- Handle text better - shows correct text value, instead of "First" value based on parent row.
- Ragged Hierarchy improvement:
- Removes expansion sign if there are no lower levels to expand to
- Now Works with Default Expand.
- Update all row styles conditions: #495
Before you test this version
- Make a copy of your reports / .pbix-files before testing this version
- If everything works as expected, you can go ahead and import the .pbiviz to Org.Store and use it in production.
How to Test
To test v7.2 without affecting other reports, we recommend turning on Developer Mode in Power BI, and then import the visual from file. This way, the visual will only affect the report you are testing locally. When you close and reopen the current report, it will revert back to the AppSource version.
Turn on Developer Mode, and Import Visual From File
Then select the downloaded visual file.
v7.2.0.2 Dec 13 2023
This is Financial Reporting Matrix v7.2
New features:
- Measure placement - In rows: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Measure-Placement#in-rows Some limitations here, that will be improved in future releases.
- Select Column Subtotals: #442
- New Format Pane design
- Hide Row and Hide Row Hierarchy - allows user to hide only parent row, leaving expanded child rows visible, or to hide the whole hierarchy from the parent and down. https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Hide-Row-and-Hide-Row-Hierarchy
- Exisiting Hide Row - steps will not be affected. #475
- Row Options: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Row-Options
Bug Fixes
- Add column formula issue with single measure
- Applied steps disappearing: #503
- Update all row styles: #495
- Column alignment when hiding: #482
- Hide one level of hierarchy: #475
- Improve support for Format Strings from Calculation Groups: #466
- Excel export improvements: Font size, styles, format strings corrected
- Handle text better - shows correct text value, instead of "First" value based on parent row.
- Ragged Hierarchy improvement:
- Removes expansion sign if there are no lower levels to expand to
- Now Works with Default Expand.
- Update all row styles conditions: #495
Before you test this version
- Make a copy of your reports / .pbix-files before testing this version
- If everything works as expected, you can go ahead and import the .pbiviz to Org.Store and use it in production.
How to Test
To test v7.2 without affecting other reports, we recommend turning on Developer Mode in Power BI, and then import the visual from file. This way, the visual will only affect the report you are testing locally. When you close and reopen the current report, it will revert back to the AppSource version.
Turn on Developer Mode, and Import Visual From File
Then select the downloaded visual file.
v7.2.0-rc1 Oct 19. 2023
This is Financial Reporting Matrix v7.2 Release Candidate 1
New features:
- Measure placement - In rows: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Measure-Placement#in-rows Some limitations here, that will be improved in future releases.
- Select Column Subtotals: #442
- New Format Pane design
- Hide Row and Hide Row Hierarchy - allows user to hide only parent row, leaving expanded child rows visible, or to hide the whole hierarchy from the parent and down. https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Hide-Row-and-Hide-Row-Hierarchy
- Exisiting Hide Row - steps will not be affected. #475
- Row Options: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix/wiki/Row-Options
Bug Fixes
- Add column formula issue with single measure
- Applied steps disappearing: #503
- Update all row styles: #495
- Column alignment when hiding: #482
- Hide one level of hierarchy: #475
- Improve support for Format Strings from Calculation Groups: #466
- Excel export improvements: Font size, styles, format strings corrected
- Handle text better - shows correct text value, instead of "First" value based on parent row.
- Ragged Hierarchy improvement:
- Removes expansion sign if there are no lower levels to expand to
- Now Works with Default Expand.
- Update all row styles conditions: #495
Before you test this version
- Make a copy of your reports / .pbix-files before testing this version
- Test the upgrade in a test environment - DO NOT upgrade production reports immediately
- If everything works as expected, you can go ahead and import the .pbiviz to Org.Store and use it in production.
How to Test
To test v7.2 without affecting other reports, we recommend turning on Developer Mode in Power BI, and then import the visual from file. This way, the visual will only affect the report you are testing locally. When you close and reopen the current report, it will revert back to the AppSource version.
Turn on Developer Mode, and Import Visual From File
Then select the downloaded visual file.
v7.1.1 May 31. 2023
This is Financial Reporting Matrix version 7.1.1
New features
• Measure Placement
• Hide Empty Columns
• Thousand and Decimal Separator
• Expand/Collapse all
Bug fixes
• Hiding row header now hides everything in hierarchy: #475
• unexpected end of JSON input: #468
• Format string precedence with calculation groups: #466
• Custom columns disappearance from v6-v7. #464
#470
• Add Column Formulas: #461
• Column Styles not working on some custom columns.
Before you test this version
- Make a copy of your reports / .pbix-files before testing this version
- Test the upgrade in a test environment - DO NOT upgrade production reports immediately
- If everything works as expected, you can go ahead and import the .pbiviz to Org.Store and use it in production.
How to Test
To test v7.1 without affecting other reports, we recommend turning on Developer Mode in Power BI, and then import the visual from file. This way, the visual will only affect the report you are testing locally. When you close and reopen the current report, it will revert back to the AppSource version.
Turn on Developer Mode, and Import Visual From File
Then select the downloaded visual file.
v7.1.0-rc3
This is Financial Reporting Matrix version 7.1.0-rc3.
New features
• Measure Placement
• Hide Empty Columns
• Thousand and Decimal Separator
• Expand/Collapse all
Bug fixes
• Hiding row header now hides everything in hierarchy: #475
• unexpected end of JSON input: #468
• Format string precedence with calculation groups: #466
• Custom columns disappearance from v6-v7. #464
#470
• Add Column Formulas: #461
• Column Styles not working on some custom columns.
Before you test this version
- Make a copy of your reports / .pbix-files before testing this version
- Test the upgrade in a test environment - DO NOT upgrade production reports immediately
- If everything works as expected, you can go ahead and import the .pbiviz to Org.Store and use it in production.
How to Test
To test v7.1 without affecting other reports, we recommend turning on Developer Mode in Power BI, and then import the visual from file. This way, the visual will only affect the report you are testing locally. When you close and reopen the current report, it will revert back to the AppSource version.
Turn on Developer Mode, and Import Visual From File
Then select the downloaded visual file.
v7.0.0-rc2 (Feb 1, 2023)
This is Financial Reporting Matrix version 7.0.0-rc2.
IMPORTANT! READ BEFORE UPGRADING YOUR REPORTS TO v7
To accommodate for new advanced features in future releases, we did some major changes to v7 internally. This means that you can upgrade from v6 to v7, but you CANNOT go back from v7 to v6. We strongly recommend you to do the following:
- Make a copy of your reports / .pbix-files before testing this version
- Test the upgrade in a test environment - DO NOT upgrade production reports immediately
- If everything works as expected, you can go ahead and import the .pbiviz to Org.Store and use it in production.
How to Test
To test v7 without affecting other reports, we recommend turning on Developer Mode in Power BI, and then import the visual from file. This way, the visual will only affect the report you are testing locally. When you close and reopen the current report, it will revert back to the AppSource version.
Turn on Developer Mode, and Import Visual From File
Then select the downloaded visual file.
...now, onto the good stuff :)
New features
- Export to Excel! We hope this long-awaited feature will make you go to bed with a smile on your face 😃 #369 | Docs
- Microsoft Licensing API: Purchase licenses directly through AppSource (will be available once this version is published in AppSource)
Bug fixes
- Columns merging #433 | #380
- Blank visual #437
- Lines on expansion #414
- Font color affected by outline color #413
- Formula bugs #392 | #407 | #397
- Word wrap #334
- Column style disappearing #443
- Format strings from Tabular Editor #241
Final words
- If you find any bugs, or anything in your existing reports should break, please let us know in the comments or @ pbi.visuals@profitbase.com
- If anything breaks, close your report without saving, and all should be fine once you reopen the report.
- Developer mode is a temporary setting, that will reset once you close your report.
Love,
Profitbase Power BI Visuals team
v7.0.0-rc1-4 (Jan 25, 2023)
This is Financial Reporting Matrix version 7.0.0-rc1-4.
IMPORTANT! READ BEFORE UPGRADING YOUR REPORTS TO v7
To accommodate for new advanced features in future releases, we did some major changes to v7 internally. This means that you can upgrade from v6 to v7, but you CANNOT go back from v7 to v6. We strongly recommend you to do the following:
- Make a copy of your reports / .pbix-files before testing this version
- Test the upgrade in a test environment - DO NOT upgrade production reports immediately
- If everything works as expected, you can go ahead and import the .pbiviz to Org.Store and use it in production.
How to Test
To test v7 without affecting other reports, we recommend turning on Developer Mode in Power BI, and then import the visual from file. This way, the visual will only affect the report you are testing locally. When you close and reopen the current report, it will revert back to the AppSource version.
Turn on Developer Mode, and Import Visual From File
Then select the downloaded visual file.
...now, onto the good stuff :)
New features
- Export to Excel! We hope this long-awaited feature will make you go to bed with a smile on your face 😃 #369 | Docs
- Microsoft Licensing API: Purchase licenses directly through AppSource (will be available once this version is published in AppSource)
Bug fixes
- Columns merging #433 | #380
- Blank visual #437
- Lines on expansion #414
- Font color affected by outline color #413
- Formula bugs #392 | #407 | #397
- Word wrap #334
- Column style disappearing #443
- Format strings from Tabular Editor #241
Final words
- If you find any bugs, or anything in your existing reports should break, please let us know in the comments or @ pbi.visuals@profitbase.com
- If anything breaks, close your report without saving, and all should be fine once you reopen the report.
- Developer mode is a temporary setting, that will reset once you close your report.
Love,
Profitbase Power BI Visuals team
v6.1.6 (Sept 13 2022)
This is Financial Reporting Matrix version 6.1.6. In addition to the features and bug fixes below, it also addresses the issue in the formula editor caused by upgrading to Chrome 105.
How to install
Download the .pbiviz-file and register it as an organizational visual, then import the visual from your org store.
New features
- Highlight columns affected by an applied step in edit mode: #247
- Update all row styles #285
- New JSON field available: Custom fields in JSON will now also affect child rows.
- Select placement of Total column: #258
Read more here
Bug fixes
v6.1.0 Beta 1 (June 27, 2022)
This is Financial Reporting Matrix version 6.1.0 Beta1. Unless we find any bugs, this version will be published to AppSource / Marketplace in a few weeks.
How to install
Download the .pbiviz-file and register it as an organizational visual, then import the visual from your org store.
New features
- Highlight columns affected by an applied step in edit mode: #247
- Update all row styles #285
- New JSON field available: Custom fields in JSON will now also affect child rows.
- Select placement of Total column: #258
Read more here
Bug fixes
v6.0.1 Beta 1 (May 13, 2022)
This is Financial Reporting Matrix version 6.0.1 Beta1.
How to install
Download the .pbiviz-file and register it as an organizational visual, then import the visual from your org store.
New features
- Update all row styles Read more...
- Choose Column Subtotal placement Read more...
- Improved JSON-string: New custom fields will also affect child rows
- Highlight columns affected by an applied step in edit mode Read more...