NEW
Projection Virtual Folders
Introducing the new way to organize projections… virtual folders! Much like a file structure, projections can now be dragged into virtual folders in the sidebar, and can even be associated with multiple folders for increased flexibility when organizing.
Improved Formula Builder Drag & Drop
Drag & Drop in the formula builder has been overhauled for an improved feel and to add some new capabilities.
- Improvements have been made to make the dragging feel more physical and intuitive.
- Formula tokens can now be dropped at the end of nested formulas (such as inside a time index formula).
- Inactive tokens can now be dragged, which enables dragging from any level of nested formulas without activating each parent.
- Formula tokens can be dropped on either side of operators, thereby preserving the operator on the appropriate side.
Formula Builder Insert Operator
A new ‘Insert’ operator has been added to allow insertion of a new formula in the middle of two formulas, removing the extra step of moving the formula after it’s been created.
Debugger – Relationship View
The relationship view you all know and love from the variable editors has been added to the debugging views, to help users more quickly navigate the dependency tree with a visual aid.
Nested Table Tracking
All tables used by a projection are now tracked, including nested tables that are read during run time. This allows users to see exactly which tables were actually referenced and consumed during a run, and displays in a new section called “Tables Used” on the Inputs Used page of a projection result.
IMPROVEMENTS
- IRR formulas now support including the current period cash flows through a new “Behavior” field in the settings.
- Boolean constants now display with a toggle in the formula builder, making setting these formulas much faster.
- Array indexes for Single Value aggregates can now be provided using a formula.
- When an infinite loop occurs in the calculation engine, the run logs now display all variables suspected to be involved in the infinite loop, helping users debug infinite loops much faster.
- Newly purchased assets are now included when calculating product aggregates after investment.
- File name and version is now displayed on File Only data tables.
- Validation performance has been improved for table structures and data tables.
- More context is now provided when attempting an invalid Portfolio to Company to Portfolio aggregate dependency chain, to let users more quickly fix the problem.
- Mortality Table select period limit has been increased to 250 and performance updates have been made when creating/updating mortality tables.
- Investment-related portfolio variables allow references to after-investment product aggregate results but log an error in the run logs if attempting to calculate at the current time period (or future time periods).
- The model name on projections is now a link back to the original model, for quick navigation.
- Users are now automatically directed to the login page when their session times out, for increased security and clarity around what’s happening.
- Model name now appears in the confirmation dialog when deleting a model.
FIXES
- Variables with an empty product or portfolio aggregate can now be saved (will result in a validation error).
- Fixed a display issue with multi-scenario runs displaying an incorrect run status in certain situations.
- Users can now switch between variables in the debug view that depend on two different arrays without issues.
- Initial Asset Scaling now properly updates the Result After Investment on product level aggregates.
- Table column index read methods are now saved properly when the table is newly versioned, preventing an extra click to save the read method.
- Run logs are now accessible if a single scenario is run but it’s not scenario #1.
- Shared dashboards are now properly updated when switching between workspaces.
- Fixed link in the welcome email to the supported browser support page.