We hope everyone is staying safe & healthy during this uncertain time around the globe. That said, we are still working as hard as ever to bring you the best features possible to make your lives easy and your work more efficient, whether that be from an office or the comfort of your own home. Enjoy!
NEW
Model Point Field Aliases
Any number of aliases can now be provided when configuring model point fields to allow for more flexibility of inputs, particularly from different sources. This should eliminate many cases where data manipulation was necessary before importing.
Model Point Filters
A new section has been added to the Product edit modal on Projections that allows users to specify filters for the model point file. This allows the configuration of any number of field values to use to filter the model point file, in order to run subsets of the model points in the file.
Table & File Versioning
Older versions of data tables can now be viewed in read-only mode in the table editor by selecting the version in the new version dropdown.
Across the site, we now display the referenced version of every file reference, in addition to displaying the latest version number in the File Manager.
Product Aggregate Timing
Product aggregates can now be referenced before or after investment occurs, giving more flexibility in the way calculations are structured.
IMPROVEMENTS
Formula Builder Updates
- Operators are now cleared out after a drag & drop operation to make it more obvious that the operator needs attention.
- We’ve consolidated Array Value constants into the Constants formula to streamline the most common use cases.
- Empty string constants are now allowed.
Miscellaneous Improvements
- We’ve made significant performance improvements around saving variables and formulas.
- AND/OR conditions are now short-circuited as soon as possible to avoid extra processing.
- When attempting to import an excel file with cell formula errors, users are now presented with a meaningful and actionable validation message.
- “Error Limit Reached” status now only considers logged errors when incrementing the error count, instead of all errors in a variable chain.
FIXES
- We’ve made some stability improvements to the Formula Builder.
- Fixed navigation to data tables from projections/results views.
- Fixed a couple of issues on templates/projection pages around editing data tables and removing portfolios in certain situations.
- Fixed uncommon edge case date parsing issues from Excel files.
- Sheet names from Excel files are now properly maintained during model import.
- Roots of negative numbers properly report an error during processing instead of logging the result as ‘NaN’.
- Fixed calculation engine issues around portfolio variable references to non-time-indexed product aggregates in static mode as well as handling of empty model point field values inside IF conditions.
OPERATIONS
- We’ve made some backend changes/improvements that will allow us to diagnose and fix issues users are experiencing even faster. We aim to be the most responsive vendor in the industry.
- As always, we’ve made some library updates and configurations to keep the system in tip-top shape both from a performance and security perspective.