March 2023: Model folders for organization, lock and unlock projections and more enhancements.

New

Folder Organization for Models

Clients can now create, rename and delete folders for organizing their models.

Create folders using the + icon next to ‘Workspace Model Folders’ and add new subfolders, edit the name and delete using the 3 dot icon which appears upon hover over a folder. Models can be added to a folder or subfolder by dragging and dropping into the desired location.

New Option to Lock and Unlock Projections

Completed projections can now be locked so that the results are protected from deletion.

Both Model Developers and Model Admins can lock a projection but the Model Admin role is required to unlock a projection. Please contact us at support@slopesoftware.com if you wish to customize who can lock and unlock a projection.

Enhancements

Arrays

  • Clients can now specify a single formula for all array values which makes model management more efficient when array values are added, removed and modified but should all use the same formula.
  • When removing an array from a model via the merge tool, users will now be warned which variables will be impacted.

High Performance Mode

  • The ‘Output Prior Time Period Results’ setting is now available in High Performance Mode.
  • Results for Product, Portfolio and Company variables that error will now be output for improved trouble shooting using the error report.

Workbooks

  • The Share button will now copy a link to the current workbook and worksheet (tab) with the set filter values for improved collaboration.
  • The data lineage view is now available in the lower left corner of Workbooks (when in Edit mode) to assist with troubleshooting and tracing data sources.

Changes

  • The Time Indexed setting will be automatically enabled when Post Projection is enabled to prevent invalid setups.
  • Circular reference validation errors will no longer display for a non-time indexed array variable that uses a single value or single value formula and references another array value.
  • The selected array aggregation method will persist when the array variable referenced by the formula is changed.
  • The selected array value will persist when the array variable is changed in the formula editor and the array value is available on the newly selected variable.

Fixes

  • Resolved an issue with data table column sort order preventing users from creating or editing index columns.
  • Target value match rules will no longer result in failed to start errors for projections that use an investment strategy.
  • The sort order on the version drop down in nested data tables has been fixed so it is in numeric order.
  • Model copies using the auto include setting are consistently succeeding again.
  • The calculation engine will now parse file-only data tables past rows with errors.
  • Resolved an issue in which calculation order in the formula builder for formulas using product aggregates impacted results.

February 2023: High Performance Mode, Time Period on the IRR Calculation and More Enhancements.

Results 2-10x Faster for Valuation & Pricing Projections

Slope now offers a High Performance mode for running valuation and pricing projections which can reduce runtime by up to 90%. High Performance mode is recommended for static projections that currently take an hour or longer to run.

While there is no additional cost to access High Performance mode, these projections are measured in compute units (vs core hours) and therefore require review and acceptance of the updated terms of service. To learn more and request access to high performance mode, visit here.

Enhancements

Time Period added to the IRR Formula

Users can now specify a time period over which the IRR formula operates so they can limit the IRR value to only the applicable future time periods.

The default value for ‘Future IRR Periods (in months)’ has been set to 1200 for product level IRR formulas and Projection Period – t for company and portfolio level IRR formulas.

Additional Enhancements:

  • Users can now copy and paste a piece of a formula into an empty operand in the formula editor.
  • Projections will now display an informative warning when all model points are filtered out of a projection.
  • Model Point File Definition Aliases can now be merged using the Change Management module.
  • A description field has been added to Decrement Tables and Improvement Scales.
  • The last modified date on the Debug view now updates when a formula for a Static Array variable is updated after the projection was run.

Fixes

  • There is no longer a thin white line showing through the the operator on the formula editor.
  • The ‘Output Prior Time Period Results’ and High Performance projection template settings will now be properly set when making a model copy or export.
  • Model Point File field references to an array variable are now being detected and prompting confirmation when deleting a model point field.
  • The +/- buttons on the ‘Time Index’ input on the Debug view are working without the user having to select a variable first.
  • When generating a scenario file, Slope is now validating that a currency is set on the Economic Scenario Structure.
  • Decimal place mismatches (e.g. 5 vs 5.00) on data tables with a range lower bound lookup will no longer result in a failed lookup and projection error.
  • The Debug view will now display ‘True’ instead of 1 on boolean variables