Add-in for Excel & Word 365 Release Notes

New features

• Credentials autofill: users with username / password accounts can now save their login credentials in Excel's built-in login manager to avoid repeated logins
• Information hub: access to best practices, version information, and call-for-feedback links every time you open the login dialog 
• Ignore the order of arguments: enabling the option ensures that the PALO functions remain valid when the cube layout is changed by including PALO.EL in the function arguments
• Support for copy / paste: copy table values and paste them into a View or a PALO function area to trigger an automatic writeback while retaining the formulas. Note that Views must be detached in order to perform this operation.

 Feature enhancements for Views

• Easier access to the save actions with the Save View button
• Renamed the labeling of the "Keep Only" functionality to Keep
• Simplified removal of elements from rows or columns using the Remove button
• Enable / disable the displayed Views' number format from the Modeler using the Number Format button

Redesigned the initialization process of the task pane

A new “Welcome back” window appears when the add-in is restarted, allowing it to be initialized more quickly. In addition, you can access the logs without having to navigate to the settings.

Fixed the following Known Issue and removed it from the article

• TOI-199: "When detaching a View that contains a function such as SUM in the POV, the DATA formulas will return a #VALUE error as functions are currently not supported for the detach context."

Fixed bugs and improved performance

New feature: Jedox Dynamic Array

• Arrays are automatically spilled into adjacent cells based on user-defined settings
• The data source for the array can be either selected manually or used from stored Subsets
• Related rows/columns (depending on the direction of the array) adapt dynamically when drilling into data

Made the Jedox Add-in for Word 365 generally available (GA)

Support for OLAP number formatting in PALO functions

Additional improvements

• Access to attribute cubes data for Views and data functions
• Added the PALO.DATAV function to the Data Function command
• Faster writeback performance by adapting PALO function calculations with Excel's calculation options (automatic, partial, manual)

Fixed the following Known Issues and removed them from the article:

• TOI-518: "The feature to Select Expanded elements from the context menu does not work if it is triggered by the Insert Elements button."
• TOI-517: "In the Connection menu of the Jedox Add-in ribbon, the Connect option is always enabled."

Fixed bugs and improved performance

Introducing the Jedox Add-in for Word 365 (preview feature)

New features

• Contextual tab for creating or editing a Jedox View with the following new features:
  • Undo / redo
  • Invert hierarchies (parent below children)
  • Repeat elements
• New PALO function PALO.LASTSHEETUPDATE available from Excel's “Insert Function” option, allowing you to see when the data on the sheet was last updated

Redesigned the task pane navigation with a new, sliding hamburger menu

Implemented support for private stored Subsets

Implemented drillthrough functionality for PALO functions

Fixed the following Known Issues and removed them from the article:

• TOI-439: "The “Select all” functionality does not work correctly with global stored Subsets that contain different element levels and are sorted in the flat format."
• TOI-459: "The shortcut for clearing cell content (Ctrl/Cmd + Shift + Backspace) will not work if multiple cells are selected."

Fixed bugs and improved performance

New features

• Apply Drillthrough in Views
• Insert stored Subset(s) into a View
• Insert Lists into a View
• Create an OLAP Snapshot of the selected sheet or the entire workbook
• Choose between PALO.DATAC, PALO.SETDATA, or PALO.SETDATAIF for the Insert Data Function command
• Enable or disable the automatic Add-in initialization

Made the experimental feature "Click area" GA

Enhanced the search functionality

Optimized the "Edit View" interface

Fixed the following Known Issues and removed them from the article:

• TOI-427: "Stored Subset formulas cannot be applied in the Add-in for Excel 365."
• TOI-428: "Subsets that are stored locally in a file with selected "Text" or "Data" filters cannot be applied."

Fixed bugs and improved performance

Renamed the add-in to "Jedox Add-in" to distinguish it from the (on-prem) Excel Add-in

Synchronized the Jedox Add-in with your Microsoft 365 account, making its configuration settings available across all Excel platforms (desktop, web, macOS)

New features

• New connection and login dialog
• Search functionality for the selection of elements within a dimension
• Improved context menu for the element selection options, e.g. expand all elements, or select only base or consolidated elements of a branch

Replaced the experimental feature "Report buttons" with "Click area"

Fixed bugs and improved performance

New features

• Introducing "Report buttons" as the first experimental feature
• Keep Only

Support for Virtual Dimensions in Views

New ribbon design to support dark mode

Bug fixes and performance improvements

Data update from the In-Memory DB on demand

• Update Workbook (Ctrl/Cmd + Shift + F10)

Bug fixes, performance, interaction, and notification improvements

Custom report capabilities

• Insert Elements
• Insert Data Function
• Guess arguments

Quick access to your favorite Views

• Pin Stored Views 

Data update from the In-Memory DB on demand

• Update Sheet

New available language

French is now available in the latest version.

Bug fixes and performance improvements

Optimizing Views interaction

• Option to enable Live changes when editing the View, eliminating the need for previews and displaying changes instantly.
• Instant update of the View as soon as you click the Apply button.
• Adding multiple dimensions from the source to the View sections (POV, rows, and columns) via the Select / Deselect visible elements option.

Navigation improvements

• Centralized access to all features via the task pane.
• Access the content of the POV dimensions directly from the worksheet with just one click.
• Quick access to available Keyboard Shortcuts available in the Discover section.

Bug fixes and performance improvements

Customizing Views in Excel 365

• Create New Views
• Edit Stored Views
• Save & Save as

Accessibility improvements

• Spreadsheet contrast improvements
• Add-in integration to the Excel keyboard navigation
• New keyboard shortcut Alt + Shift + E to expand / collapse when selecting a parent element cell within the View

Redesign of the Add-in ribbon

Default integration of the https:// prefix to facilitate connection establishment

When creating or editing a connection, the prefix https:// is now added by default to all manually entered or copied Jedox server addresses.

Bug fixes and performance improvements

Static Views

Allows pasting Views on spreadsheets without PALO functions while preserving their known manipulation capabilities such as splashing (data entry), expand / collapse, Zero Suppression, etc.

Expand / Collapse on rows and columns

By clicking on the dimension, the dimensions on rows or columns can be expanded / collapsed to show / hide underlying child elements. Note that this feature has been adapted to work with a single click, as the Office-JS add-in does not support double-click events.

View manipulations

• Zero Suppression
• Detach / Rebuild

Notifications

The "Notify" messages in the notification section of the task pane will provide user feedback on the spreadsheet interactions. For example, error messages appear when entering invalid splashing commands, formula modifications with invalid syntax, etc.

New available language

German is now available in the latest version.

Clearing cell content

Using keyboard shortcuts, a static View cell or a cell with a PALO.DATA formula can be replaced by the value "0" (zero) in a numeric cell or an empty string within a string cell, without deleting the existing formula.

Log in with SAML SSO

Once SAML has been enabled on your Jedox Cloud, users can now choose to log in to the Jedox Add-in for Excel 365 via SAML SSO.

Edit the POV (Point of View) Elements - Deprecated in version 2.3.0

You can manually edit the View's header dimensions, if you know the labels of the existing elements (string or number) within that dimension. The View automatically recognizes the element and retrieves the stored data according to the structure of the new View.