September 2022: Tech Stack Update, System Dashboards available as Workbooks, Reporting Improvements and more

In September, our team focused on making behind the scenes upgrades to our technology stack. While this change is largely invisible to our users, it allows us to continue utilizing the most modern technology. In addition, these changes improve the platform’s overall performance and scalability while enabling us to make future enhancements more quickly.

New

System Dashboards are now available as Workbooks

Workbook versions of the Slope System Dashboards are now available including, Income Statement and Balance Sheet dashboards for US STAT and GAAP, Product and Portfolio Summary Dashboards.

To access the system Workbooks, navigate to the workbooks tab and click the folder icon in the lower left corner. From there select workspaces > system.

REMINDER: Beginning November 1st, Looker dashboards will no longer be editable and all new reports must be created in Workbooks. The Slope dashboards that are being deprecated with the Looker sunset are noted on our support site.

Enhancements

Reporting Improvements

  • Workbooks saved in your account’s workspace can now be copied using the save as option found under the folder in the lower left hand corner.
  • All workbooks, including user created and system workbooks, are now auto-populating the projection ID with the projection that was selected prior to opening the workbook.
  • Multiple table columns can now be resized at once.

Model Compare is Faster

A performance improvement to the Model Comparison module makes it faster to review the differences between two models.

Model Point File Validation Improvement

Slope will now validate and warn users if there is a formula error in a column that is included in the model point file definition. Slope will process data with formula errors on columns not included in the model point file.

Fixes

  • Forward projected dynamic arrays will no longer return an erroneous ‘Does Not Exist’ error in future time periods beyond the current projection time.
  • The projection status in the header of the Execute module will now update to reflect the projection’s current status. Previously this always showed “Validating” once a projection was kicked off.
  • Data Table List columns will now consistently show the available values in the drop down when working with a data table from a model copy.
  • Formatting on empty model point file columns will no longer result in an unknown error.
  • Github API scripts have been updated to use “name” instead of description.
  • Time Indexed results on the Projection Run Summary workbook now show results for all selected portfolios instead of just the first result.