COMING SOON
New In-App Reporting with Workbooks
Later in August, all Slope users will be able to use our new in-app reporting workbooks powered by Sigma. The beta launch will include the ability to view projection results using the Projection Run Summary Workbook and create new workbooks from within the Execute or Analyze module.
- The benefits of creating reports in the Workbooks module include:
- Easier to build reports and visualizations with fewer clicks and common formulas
- Seamless reporting on data from different datasets (formerly explores) and projections with better joining and union capabilities
- The ability to pivot, calculate, filter, and sort through your data in real time with ease
- To aid in your adoption and migration we have the following resources available:
- Support and FAQ documentation available here
- A Projection Summary workbook which includes results for Product, Portfolio and Company variables as well as projection errors
- A training workbook which provides guidance on working with Slope data (see image above)
- support@slopesoftware.com and your account representative available to answer questions and support you through your adoption of workbooks
We will be gradually moving over our system dashboards, creating new dashboards and making changes to improve your reporting experience in the Slope platform. Ultimately, Workbooks will replace Looker Dashboards; but, for a period of 120 days, the two tools will both be accessible.
New
Reporting Improvements
To improve your experience when running projections and analyzing results, we have made it easier to switch between your projection inputs (Projection Details tab) and results (Dashboards and Workbooks tabs) with a single click.
You will see the new tabbed view allows you to switch back and forth between Projection Details, results and Run Logs. We will continue to work towards merging the Execute and Analyze modules to bring you a more seamless reporting experience.
Data Table Arrays
Data Table Arrays allow users to create dynamic arrays that are indexed by unique values from a data table which can be specified at runtime or using a variable. There are many applications for using Data Table Arrays but a common use case is to pull an array index made up of the reinsurers for a product type or plan code.
For more information on Data Tables Arrays, please visit our support site documentation here.
IMPROVEMENTS
Tool Tip Addition
Added a tool tip explaining the purpose and function of the Issue Date field.
FIXES
- Removed HTML content from the error message on the Confirm Merge Modal
- Resolved logging of an “out of memory” error when writing results outside of the projection period when Output All Results and Output Force Recalc results is enabled.
- There will no longer be an unnecessary error when a table is referenced from both the projection and a nested table
- Added an error to the Run Logs when “Currency” is a required input field and is missing from the input file
- Fixed static product variable aggregates to write results when the variable is set to Post Projection
- Dynamic aggregates will now iterate indexes correctly when sharing an index name
- Fixed the projection progress bar to consistently display