Other Improvements
Example templates mentioned in user guidance added to the Clausion FPM system
Feature ID: FPS-11457
Example templates, that are described in the renewed user guidance for template management, are now available in each FPM environment. UI definitions also exist, all included in the Examples UI block (block name: Example Templates). The folder name shown in the navigation (root folder of the block) is Example Input and Report Templates.
The new UI block is not automatically attached to any role. Attach it using User Role UI task, if you wish to self-study template management using these examples. Note that the templates include defined account, dimension, and unit codes, and thus most likely modification is needed in your environment before they may be opened. More information is found in administrator's guidance.
Clausion FPM Web Client: Color theme renewed
Feature ID: FPS-10373
Clausion FPM Web Client color theme has been renewed, and some minor styling has been updated (for example, button corners and tooltips).
Row sets for retrievefromdata report templates: Conditional row set logical implementation
Feature ID: FPS-4040
Conditional row set can be used in retrievefromdata type report templates. For example, it is possible to use an Excel formula to validate if the rows are visible with certain row set selection.
For example, in a reconciliation report, user may show all the reconciliation differences that are bigger than a certain tolerance value the administrator has defined.
Do the following when adding row set definitions and formula to Excel definition file of the template:
- Add row set names right after (to the right from) the ACCCODE cell. (same as in predefined templates)
- Add the formula to define if X is the value (means row included in the row set) to the row set column below the row set name
- Note that the formula must start with '=' to work as expected.
- Copy the formula to all rows that might have data in the opened template. If data is brought to more rows, the rowset filtering does not work on rows where the formula does not exist in Excel (the template opening does not copy the formula to all data rows)
Note: The ACCCODE naming in the template must follow the order of the sheets; ACCCCODE1 in first sheet, ACCCODE2 in second sheet etc. The naming has been corrected in the following default templates: BW_RT103, BW_RT105, BW_IT501 and BW_IT601. Note also, that the latter two are input templates, where the new rowset functionality does not apply.
Corrected Known Issues
Issue ID | Issue | Description |
|---|---|---|
FPS-11791 | Performance has decreased if the report has a unit amount column setting |
For releases FPM 20.3.1 /20.3.1.4, performance was decreased with report having setting numeric amount="unit", i.e., datafield with type - numeric, numeric amount="unit" period="%PERIOD REPRESENTATION%". With these settings there were lots of unnecessary hits from the desktop client to the application server related for verifying possible changes for currency rates. Due to this, force refresh of the service related to currency rates occurred in repetitive manner. This was identified for a user having a very low network bandwidth. Now this issue has been resolved with eliminating extra unnecessary repetitive service calls. |
FPS-11726 | Clausion FPM Web Client: Zero should be visible instead of empty |
Now when user enters zero as value into an input cell, the 0 shows in the cell. Previously the cell was empty, and any formula in the template referring to the cell was broken (error value shown; #VALUE). Now the formulas also work properly. |
Known Issues
Issue ID | Issue | Description |
|---|---|---|
FPS-12070 | Clausion FPM Web Client: Template task refresh does not work if user enters codes (does not use pop-up dialogues) |
If user changes data type selection, and then enters, for example, unit or account codes to selections field (does not use pop-up dialogues), the template does not refresh. Instead the user is directed to the home page. |
FPS-11778 | IDT: Replace target data does not remove data from DATAREPORT-table |
When data is transferred from unit to another by using Conversion on internal data transfer -function, and "Replace target data" for converted dimension is checked, the data on unit which was converted is not removed from DATAREPORT-table. This causes that the data is found twice in database and on report. On DATAMAIN-table, the data is zeroed. Executing input data calculation (IDC) corrects the data DATAREPORT -table. |
FPS-11493 | Clausion FPM Web Client: Saving fails after zeroing periodized data |
If the user has saved periodized amount to extra period (for example period 13 or ADD1), saving the template fails after periodized data is zeroed. Issue appears only in Clausion FPM Web Client. |
FPS-11136 | Clausion DR updates all open workbooks |
DR refreshes all the open workbooks when refresh option "Workbook" is selected and user selects to refresh. Only the active workbook should be refreshed. |
FPS-9070 | Clausion FPM Web Client does not give error message on entering data to internal account without using drilldown |
Web Client does not give any error or warning message, when entering the data to account level for internal account, that can be inputted only using drill-down functionality (with counter unit information). Also saving functions gives no message, and the data does not get saved. |
FPS-8265 | Clausion FPM Web Client: Save to file option not working after drilldown by rows |
Incorrect behavior of Save to file option after row drill down from report sheet. |
FPS-7577 | Clausion FPM Desktop Client: Import from Excel fails if template includes several types of data sheets |
Data import from Excel file to a predefined input sheet fails if the template includes also sheet of "retrieve from data" type (as other entries sheet). Problem appears only in desktop client, not web client. |
FPS-5046 | Clausion FPM Web Client: Taxonomy import fails when network (UNC) path is given in the application server (XBRLTAXONOMY_PATH) |
Importing the taxonomy works for all browsers, if the taxonomy storage folder (XBRLTAXONOMY_PATH) has been defined to the application server. With Firefox, the taxonomy import fails if trying to import to some other path (network UNC path). Clausion Cloud: taxonomy import succeeds, if uploaded to virtual machine (VM address given in the Parameters input sheet). Should be Storage instead. |
FPS-4110 | Clausion DR for FPM: DR tab is not added in certain cases |
The configuration files have impact on addition of the DR tab. Special characters are not allowed in the file names. |
FPS-3803 | Unicode support for Cyrillic characters missing from Clausion FPM |
Non-latin characters are not allowed in comment and input fields. They show incorrectly in Clausion FPM. |