Month: November 2022

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November 2022: Social Login with Google, Copy & Paste Part of a Formula, New Output Projection Results for Prior Time Periods setting, Workbook Sharing and more.

Important Reminder

Please remember that Dashboards will be sunset and no longer available in the Slope application after December 31, 2022. We recommend checking out the Training Workbook found in the ‘System’ folder in the Workbooks module as well as our reporting training on Slope Academy to get started. Our team is available to answer any questions you have at support@slopesoftware.com.

New

Social Login with Google

Clients with corporate Google accounts can now log into the Slope application via Google Social login so they don’t have to enter their Slope username and password.

Upon clicking the ‘Google’ button, you’ll be prompted to select your gmail account you wish to authenticate with. The selected email needs to match the email associated with your Slope user license.

Enhancements

Formula Builder: Copy & Paste

Slope now supports copying and pasting a part of a formula from one variable to another variable within the same model. This makes it easier to create multiple variables that use the same calculations within them and edit multiple formulas efficiently. Copy/paste can also be used to copy and paste a formula across multiple array indexes.

Copy a piece of a formula by clicking the checkbox in the blue header found at the top of the piece of the formula you wish to copy. Then click the copy icon.
Using the paste icon on the formula wheel, you can paste the copied formula into another variable within the same model.

Output Results for Prior Periods

The new ‘Output Prior Time Period Results’ projection setting allows clients to output the results for prior time periods for model point, portfolio and/or company variables for the purpose of reporting on calculations for T < 0. This setting can be used in lieu of the ‘Output All Results’. By outputting just prior projection periods for a select level, the amount of calculations and memory usage can be reduced.

Clicking ‘Edit’ to the right of the output settings on a projection or template will open the edit settings modal where you can select which levels you would like to output prior time periods for.

Workbook Sharing

A new share button found in the top right corner of workbooks will copy a link to the workbook with the currently set filter values so that the workbook can be shared with another Slope user.

Note: In order to share a workbook, it needs must be in the system folder or your account’s workspace. Workbooks in ‘My Documents’ cannot be shared with other users.

The Share icon is found in the top right corner of the workbooks tab in the Execute and Analyze modules.

Copy Decrement Tables and Improvement Scales

Decrement tables and improvement scales can now be copied for easier creation.

The copy icon is available in the top right corner of the decrement table and improvement scale editors.

API Improvements:

Model point files can now be validated when they are added to a projection via the Patch Projections endpoint in the Slope API. Model point file validation can be bypassed for larger files (> 100k rows) to prevent timing out.

Decrement tables and improvement scales can now be imported via the Slope API using the Post Decrement Tables and Post Improvement Scales endpoints.

Workbook data tables can now be downloaded via the API using the Post Reports/Workbooks endpoint so that clients are able to get their projection results via the API once the dashboards module is sunset.

For documentation on the new endpoints please visit here.

Additional Improvements

  • The full name for long table structures will now display upon hover.
  • Slope now shows an error message when a negative value is entered in the index step for an array because negative index steps will not show results for the array.
  • A memory usage optimization was made for dynamic projections.
  • An icon will display next to the array drop down for array variables on the debug view and display the array name upon hover.
  • The calculated range array drop down on the debug view will now sort in numeric order.

Fixes

  • Resolved an issue generating New York 7 scenario files.
  • Resolved an issue editing ‘if conditions’ on static array variables in the formula builder.
  • Improved performance on the formula builder.
  • No longer showing occasional unknown errors in the run logs when using a range array in a projection.
  • Projection compare will now consistently match the correct product and model point file when comparing projections.
Posted on

October 2022: Slope Academy, Workbook and Debug Improvements

New

Slope Academy

Slope Academy is your newest resource for platform learning. Courses for new learners and seasoned users alike will regularly be developed and available to deepen knowledge, improve model efficiency, and accelerate onboarding.

Slope Academy can be accessed from within the Slope application by clicking the ? icon in the top right corner and selecting “Academy”.

Debug Tab in the Execute & Analyze Modules

The Debug view can now be accessed directly from within the Execute and Analyze modules without needing to click on a result in a workbook or dashboard. Within the Debug tab, you can select a level, additional inputs and then a variable to begin reviewing your calculations.

Enhancements

Reporting Improvements

Workbook visualizations now have an option to include trend lines to highlight and predict patterns across multiple values in a set of data.

There are three new functions for calculating subtotals and percentages of totals in workbook pivot tables and visualizations.

  • PercentOFTotal returns the percent of total for an aggregate formula
  • SubTotal returns the subtotal for an aggregate formula
  • GrandTotal returns the grand total for an aggregate formula

REPORTING REMINDER: Looker dashboards are no longer editable and all new reports must be created in the Workbooks tab. Dashboards will be removed from the platform on December 31, 2022. Please check out our support site or reach out to your Account Rep or our support team at support@slopesoftware.com if you need training.

Variable Sidebar Updates

The variable sidebar has been updated so that it reflects changes to variables (e.g. adding a tag) without requiring a refresh of the page.

Miscellaneous Updates

  • Added the word “Projection” next to the Delete action so that it is clear this action deletes a projection and not a workbook or dashboard.
  • Added validation for non time indexed range array variables that use a time indexed variable to prevent errors.
  • Arrays can now be switched from Dynamic to Static and Static to Dynamic. Users will be provided with warnings that list impacted variables when making the array change.
  • Data Table importing via the Slope interface and API is no longer case sensitive when reading headers.

Fixes

  • Fixed the Debug url so it does not break when there is an “&” or “=” in a variable name.
  • Calculated Range Array variables will no longer show a result of 0 when the projection product name does not match the product definition name.
  • Copies of copy only models will be visible to the user making the copy.
  • Fixed table links in the Debug view to render a full html version of the data table instead of a text version of the site.
  • Resolved in an issue in the debug view in which a “no results available” message showed for certain variables that had results calculated.
  • Run logs are now available when a multi-scenario run hits the validation stage.
  • Negative values can now be entered in the time input on the debug view.
  • The formula builder’s drag and drop capabilities will no longer create invalid formula structures.
  • Projections that have corrected validation errors can now be run via the API.
  • The error message when a user clicks on a deleted object has been updated.
  • We are now reporting the proper variable time period in the Run Logs when a variable in a PV formula fails at a future time period.
  • We are now preventing data table columns of “Data Table” from saving without a table structure associated.