March 2024: Two-Dimensional Arrays, Portfolio Level Calculated Range Array Indexes and Validation Updates

New Features

Two-Dimensional Arrays

Two-dimensional arrays allow users to reference values from two different arrays within a single formula. This allows for the use of a single formula to calculate complex logic that varies by two different dimensions. Two-dimensional arrays help reduce the need for duplicated model logic and maintenance.

To learn how to setup and utilize two-dimensional arrays in your model, please review our support documentation here.

Portfolio Level Calculated Range Array Indexes

Calculated Range Array indexes can now be set using portfolio level variables to allow for more flexibility and minimize the need for extra array variables at the model point level.

A new ‘Portfolio’ option is available when creating and editing arrays. Selecting ‘Portfolio’ allows the user to set a portfolio variable for the indexes or index step.

Enhancements

Validation Updates

The following validation has been added in order to help our customers build and maintain more accurate models. Validation is added to prevent and alert our customers to invalid setups or configuration that could give incorrect or unexpected results.

  • Variables that contain the ‘Projection Time Index’ system variable must have the ‘Force Recalc’ setting enabled.
  • Cross level variables contained in a formula cannot reference different arrays (e.g. Product Variable formula references another product variable that uses one array as well as another portfolio variable that uses a different array).
  • A standard variable cannot reference a post projection variable at another level.
  • A non-time indexed variable cannot reference a time-indexed variable at another level.

Fixes

  • Projection list loading times have been improved
  • When uploading a new version of a file that is being used by an allocation, an error will no longer display.
  • Output is now being written when an investment strategy errors after trying to sell more assets than are available.
  • Now showing a descriptive error response on the Post Reports API endpoint when a workbook or element is not found