Posted on by Ashley Faherty

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.