Release January 2024

We are happy to deliver the brandnew January 2024 release with the new copy data feature and our new price plan! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: New Copy Data Function

The Copy Data function duplicates the existing records in the fact table of the selected element and alters e.g. the scenario. It can be used for the following tasks:

  • Freeze the current data status as „Forecast x“ or as a backup (Collector Users)
  • Create a new scenario from the current data status (Power Eser)
  • Create the default values for the upcoming Forecast out of the Budget or the last Forecast (Power User)

This function is basically designed to be used by the Collector Users (= End Users), but it can also be configured to be used only by Power Users. Please be aware that at this stage the Copy Data function does not support all thinkable functions.

1a. Copy Data – Frontend in the Web Client

The new Copy Data function is triggered in the context menu either on a bottom element or on a sum node level in the dimension tree:

This starts the Copy Data Dialog …

… and you can have a look on the predefined filter and target conditions (which cannot be edited in this scenario):

After clicking the Start button, the 3 existing records were duplicated:

1b. Copy Data – Records created

Here you can see the 3 source records that were filtered by the Copy Data function …

… and were duplicated and modified according to the “target” condition:

Furthermore the “SYSTEM.Delta” field was modified according to the “Dim02 Key” field and of course the “Created UTC” and “User Key” fields filled:

If the (Collector) User repeats the copy data process, then the existing “target records” are replaced by the new duplicates:

In the Copy Data Journal you`ll find a log of every execution of the Copy Data function:

1c. Copy Data – Definitions in the Web App

The Copy Data Processes are defined in the new Copy Data definition dialog …

… where you define the filter conditions and the target values for the records modification:

Furthermore, the Copy Data function has to be activated on the workbook level:

Optionally, the Copy Data function can be allocated to certain users and certain dimension tree nodes with the RLS definition:

1d. Copy Data – License

The new Copy Data function is licensed with an Add-on License (pricing plan). Please contact us, if you want to activate a trial in your individual application:

(2) Web App: New Workbook Editor

The workbook editor became with more and more functions a bit confusing …

… so we streamlined and structured the functions in the new workbook editor:

(3) Web App: Workflow e-Mails and Finish Button only to WRITE-Users

Until now, all users of a workflow got the workflow e-Mails and had a Finish button. With this release, this is differentiated now by the right in the RLS definition – Read/Write or Read Only:

Users with Read/Write permission see of course furthermore the Finish button:

New is, that users with Read Only permissions do not get the Finish button anymore …

… and of course will not get any e-Mail notifications anymore:

(4) Public Showcases now with Workflows

Until now, the Public Showcases did not have an active workflow. We changed that to make the Public Showcases even more realistic:

(5) New Pricing for new Tenants

Until now, we had a very very low price for the Enterprise Plan (EUR 2,50 per month and app). This was a reward for the early adopters of data1.io who used the software in an early stage.

With the maturing of the data1.io software, we increase the price for the Enterprise Plan up to to a more realistic level of EUR 4,50 per month and app. This new price is valid for all new tenants, existing Enterprise Plan customers of course keep their early adopter conditions for lifetime as promised!

Furthermore we decreased the price for the “Copy Data” feature from EUR 30 to EUR 20 per month and app (which is valid of course for all new and also for all existing tenants).


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io.

we #StandWithUkraine

Release November 2023 (before christmas break)

We are happy to deliver the brandnew November 2023 release with the new showcase “Integrated P&L Reporting” and a performance boost for aggregated queries! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Showcases: New “Integrated P&L Planning”

We are very happy and proud to deliver the brandnew “Integrated P&L Planning” showcase which is powered by our partner company 4C Group AG in Munich:

1a. Landingpage

On the Landingpage you can see three planning areas and the corresponding elements (and element types) in the (unfiltered) dimension tree.

b. Revenues Planning

The showcase company is a service oriented company which sells consulting services on a days basis. Therefore the revenues planning is a quantity x price planning process. The relevant customers within a profit center can be selected from a prefined list of customers and then the Forecast values for the number of days and the average rate is entered (in the yellow cells). From a technical point of view the customer list is realized with a dynamic list query:

This results in a total sum of revenues and a total sum of Consulting Days, which is important for the next planning area, the HR capacities planning:

c. HR Capacities Planning

The HR capacities planning is a also quantity x price planning. The data entry is done on a single capacities element within each company. Similarly to the revenues planning the number of roles is variable and can be selected from a dropdown. The user enter only the number of FTEs per role and the number of available consulting days as well as the HR cost is calculated automatically with pre-defined factors per role.

The special feature here is the comparison with the planned consulting days from the revenues planning, since the capacities must fit to the sold volumes. From a technical point of view the consulting days are retrieved from the sum level above the Capacites element, this is realized with an “alternative levels” query parameter which we introduced last month in the October 2023 Release.

The HR capacities planning results in a total sum for Capacities Days (compared with the Consulting Days) and a total sum for HR cost:

d. EBIT Planning

The final step is the cost planning on an account basis per cost center

… and joins the parts from the revenues and the HR capacities planning together …

… and delivers the final EBIT:

(2) Web Client: Performance boost for AGGREGATED and ALWAYS ENCRYPTED queries

We have invested a lot in boosting the performance of aggregated queries. Until now, using aggregated queries usually led to a poorer performance since the aggregation had to be retrieved in seperate (and there additionally) query on from the database which resulted often in a poorer performance than using a lot of hidden rows or columns to retrieve the data on a non-aggregated level.

With this release we have made major performance improvements in the following areas:

  1. Aggregated RANGE queries
    All queries are executed in one run on the server (and not in the database)
  2. Aggregated YEAR/QUARTER/MONTH queries
    Also here, all queries are executed in one run on the server (and not in the database)
  3. ALWAYS ENCRYPTED
    The sum up of the single records is done now with a new group by index on the server (since this is not possible in the database)
  4. New INDEX on the fact table
    At this stage this index is not created by default

For instance, the report HR Totals in the HR Contracts showcase uses RANGE queries. This report is now very fast …

… since all the data is queried from the database with only one single request:

(3) Web Client: new function “Analyze write process”

We have invested in another analyzer tool – we are happy to presend the brandnew “Analyze write process“! You will find it in the context menu of the dimension tree when you additionally press the “Ctrl” button on your keyboard:

On the first tab you can see a preview of the fact records that will be generated out of the cell values within the workbook sheet when you later will press the Write button:

On the second tab you see something very interesting and usefull: the cell values that will NOT be transformed in fact records and also the reason why:

Last but not least you can also fill all the writeable cells

… with random values:

We hope that this new tool will help you to better understand what consequences your definitions will have on the fact records that will be generated during the write process.

(4) Web App: Performance Analyzer improvement

We have done another improvement for the Performance Analyzer (started with the shortcut “Ctrl + Alt + P”). When you hover the pie chart you can see not only the relative share but also the absolut duration in seconds:

(5) Web App: E-mail sender in journal

In the October 2023 Release we have introduced the new e-mail sender settings. This month we have added the E-Mail Sender column to the Sent E-Mails Journal:

This is important when you change the E-Mail Settings from default sender to company specific mail adresses since then the mail adress(es) from the workflow organizer(s) are used.

(6) Showcases: Removed “S&OP Demand Planning”

We have removed the showcase “S&OP Demand Planning” since it is replaced by the new “Integrated P&L Planning” showcase.

(7) Debugging and Improvements

(will be delivered)


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io.

We`ll be back after christmas break with the January Release!

we #StandWithUkraine

Release October 2023

We are happy to deliver the brandnew October 2023 release with the new drillthrough workbooks and many other new features! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: New drillthrough workbooks – how it is used

There is a new way to open a workbook: the drillthrough!

It can be used for many workflows, here are some ideas:

  • Workbooks with comparison data from the last forecast / last budget
  • Additional reports which should not be part of the major workbook

Simply click in the context menue (= right mouse click) of a dimension tree element (or node) and trigger the predefined drillthrough document:

The drillthrough document is loaded in a new browser tab

… and is automatically switched to the same dimension tree element (or node) where the drillthrough was started:

(2) Web Client: New drillthrough workbooks – how it is defined

At first, the drillthrough document is defined as (normal) workbook in your application:

Secondly, open your major workbook (which is linked to your workflow) and add a new drillthrough workbook:

In this dialog you select

  1. The workbook which should be used as drilltrough target
  2. The title of the context menue entry
  3. An optional filter on which elements in the dimension tree the drillthrough entry should be shown
    e.g. “[DIM001.DIMTYPE.UID] = 23” means that the drillthrough document is only available on elements from type 23; the drilltrough is also shown on sum nodes if only valid elements are below of the selected node …

Usually, the drillthrough workbook is not be allocated to a workflow, therefore no “widget” on the landingpage will be generated. This way, the drillthrough workbook is only accessable via the drillthrough action in the dimension tree.

That`s it – just try it!

(3) Web App: New e-mail sender settings

Until now, workflow e-mails in data1.io were always sent with the default e-mail adress no-reply@data1.io. Unfortunately in some cases those workflow e-mails are classified as spam and never reached the recipients.

We have a solution now for this issue! Now you can setup your own company account at www.sendgrid.com and authorize the cloud service to send e-mails on your behalf. We have documented the creation process in our Help Center, finally you get an API key from SendGrid which is placed here in this new E-Mail Settings dialog:

After activating the new sender e-mail option, all workflow e-mails from your application are sent with the organizer`s e-mail adress on behalf:

Please be aware, that the so called sender authentication in the SendGrid cloud service must fit to all workflow organizer`s e-mail adresses in your application.

(4) Web Client: New “Alternative levels” query parameter

We are happy to present a new query parameter which will be very useful for many applications: the alternative level query. That means in your workbook you want so show values from other elements (or nodes) than the selected element in the dimension tree.

Fields of application:

  • Coordination of sub-plans on different levels (see example below)
  • Integrated balance sheet planning (which needs the sums from profit center and cost center planning)
  • Ratios on benchmark values from a top level
  • and many more!

Look at this example:

The metric “Consulting Days” was planned on various profit center elements below the company “Alpha Treasury Services”. In the “HR Capacity Planning” the sum of the planned Consulting Days has to be shown in the workbook, although the element “Capacities” is selected. Therefore the Consulting Days have to be retrieved from the alternative element “Alpha Treasury Services”:

This query on the alternative level is realized with 2 new filter parameters:

  • data1_CELLS01_DIM001_Alternative
    In this field put the alternative element name or node name (here: “Alpha Treasury Service”)
  • data1_CELLS01_DIM001_Alternative_Read_Attribute
    In this field put the attribute information for the query of the alternative element name or node (here: “DIM001.A002”)

Please be aware of the following properties / restrictions:

  • In the same sheet queries on the selected element/node can be mixed with queries on alternative elements/nodes
  • Rows or columns which are queried from alternative elements/nodes are read-only (no writeback due to the SysDelta algorithm)

(5) Web Client: New “Date Range” query parameters

Until now, you needed 12 hidden columns in order to query the Actual and Plan months in the correct way and then sum up the Actuals and the Plan values. With the new “Date Range” parameters you can directly query the sum of the correct months with Actuals and the sum of the correct months with Plan values:

Just to be clear: we have an application with 3 months Actuals and 9 months Plan values:

This is implemented with 2 new query parameters:

  • data1_CELLS01_DATE01_RANGE_FROM
    This date defines the beginning of queried period.
  • data1_CELLS01_DATE01_RANGE_UNTIL
    This date defines the end of queried period.

Please be aware of the following properties / restrictions:

  • You can mix normal date queries with date range queries in the same sheet (the content in the named range data1_CELLS01_DATE01 is not relevant in rows or columns with date ranges, but we recommend to write the text “RANGE” into those fields just to make it clearer)
  • Rows or columns which are queried with a date range are read-only (no writeback)
  • At the time of release the date ranges cannot be combined with date level queries (YEAR, QUARTER, MONTH, DATE) within the same sheet

Cross-reference:

In special cases you can query the correct annual forecast value with a level query like this. But this only works as long you have only 1 plan scenario per year and as long you do not load new actual months after the planning workflow was finished.

(6) Web Client: New “Treefilter” query parameter

With the new Treefilter query parameter you can filter your read data not only by dimension 1to 10 but also on certain elements in the dimension tree.

Take a look at this report: the first block (“Contracts”) queries metrics from the “green” elements and the second block (“New Hires”) queries the same metrics from the “blue” elements.

Those queries can deliver wrong totals if (1) in the fact table there are also dumped records and (2) this option cannot be activated on the workbook level:

To guarantee correct totals calculated only from visible (= valid) elements with the wright element type you can define now an additional treefilter query parameter within the sheet:

  • data1_CELLS01_TreeFilter
    You can define any filter on the dimension tree elements (use the syntax of an SQL where clause)

This new parameter should not be confused with an existing – similar – parameter

  • data1_TreeFilter
    This parameter filters only the elements in the dimension tree and has only impact on the queried values if the workbook option “Aggregate only visible elements” is activated.

(7) Infrastructure: Automated Tests

We started to invest in automated tests in our DevOps Pipelines since we learned (the hard tour) that we have reached a level of complexity that cannot handled with manual tests anymore.

The automated tests focus on the correct function of the READ and WRITE process within the workbook. The first level of tests is already in production, our goal is to cover all existing parameters (and their combinations) until the end of this year.


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io.

we #StandWithUkraine

Release September 2023

We are happy to deliver the brandnew September 2023 release with the new welcome pages, new sheet navigation and many other new features! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: New Welcome Pages

We are happy that you can create now Welcome Pages in your data1.io Workbooks! These new Welcome Pages can be used to structure the content of your workbook and are mainly enabled by the new sheet navigation feature (see next item):

Furthermore we have solved an issue with dark backgrounds on the sheet – there was an issue with the gridlines which became visible under certain circumstances (depending on the screen resolution).

(2) Web Client: New Sheet Navigation

With the new sheet navigation it is possible to use Excel Hyperlinks (“Bookmarks”) to create a sheet navigation from the welcome page to the detailled pages …

… and back to the welcome page. Other than in Excel all sheets can be hidden and the hyperlinks still work since data1.io makes the target sheet visible when clicking the hyperlink navigation.

Hyperlinks for the sheet navigation are created in the Excel version of your data1.io workbook. Simply create a link on a cell …

… and create a bookmark with reference to the target sheet:

Tipp: you can use the font “Wingdings” to create symbols for the “navigation buttons”:

(3) Web App: Configuration of the “Finish” button

With this release you can customize the “Finish” button in the “workflow box” in the Web Client. Until now, the button was green coloured and named “Finish” …

… with this release you can change the title as well as the color of the button:

This customizing can be done very simple in settings of your workflow:

(4) Web App: Streamlined workflow e-Mails

With the last releases we have made many extensions to the configuration of your workflows. With this release we have streamlined the submission of the workflow e-Mails. For instance, until now, reminder e-mails were only sent to your collector users if the received an invitation e-Mail within this workflow. With this release we removed such “hidden” conditions …

… so that only the visible settings control the submission of the workflow e-Mails:

(5) Web App: Finish e-Mails as cc to organizer

With this release you as a workflow organizer can define to get every individual Finished / Not Finished e-Mails of your collector users as copy (cc):

(6) Web App: Performance Analyzer improvements

We have improved the Performance Analyzer (started with the shortcut “Ctrl + Alt + P”). Until now, the share for the SQL queries was too low for applications with the “Always Encrypted” security feature activated.

(7) Web App: Key Wizard improvements

We removed the Upload button and the Delete button since they were actually not active here. Instead, we have added the useful download button and now you can see the number of records also in the Key Wizard:

(8) Web App: Read Process Dialog improvements

We have also improved the Read Process Dialog which shows now also the origin of the values. This is especially useful for the reconstruction of the result of aggregated queries:

Furthermore we have added download buttons for the lists in order to improve analysis of the data in Excel.

(9) Web Client: Warning unsaved data

If your collector users press the back button of their browser with unsaved data, they get now a warning which helps them to prevent the loss of the unsaved data:

(10) Web Client: Improved copy & paste capabilities

We solved the following error when pasting values from special formatted Excel sheets and improved the copy & paste capabilities between different workbooks in different browser tabs.

Furthermore we improved the copy & paste behaviour when pasting date values which are formatted as string.

(11) Debugging and further improvements

We have solved an issue with so-called ExceptionType definitions within the workbook. They were applied also to other sheets within the same workbook.

We have solved an issue with poor workbook performance when validating if the Write button should be active or not after a change in the sheet. And we have solved issues with poor write performance under special circumstances.

We have solved an issue with the upload of the workflow users list (in general there was an issue with all uploads into tables with active validation rules).

Another issue was an inconsistency of the “Workbook wizard” with the Upload button for workbooks.

Furthermore we have improved the READ performance when the browser tab is not active.

There was also an issue in the dimension tree which reloaded under special circumstances on the first selection of an element.

Last but not least we solved an issue with heavy RAM usage when using the Iterate function.


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io.

we #StandWithUkraine

Release July 2023 (before the summer break)

We are happy to deliver the brandnew July 2023 release with the new calculation wizard and many other new features! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: New calculation wizard (Add-On)

With the new calculation wizard your users can enter values with the calculation operators +, -, * or /:

How does this work? The definition is very simple:

  • Definition of the named range “data1_CELLS01_Calculation
  • Simply type the column letter of the source column for the calculation in this range (only into the desired columns)

Please note that this new feature is licensed as Add-On since it was financed by a single data1.io customer. Please find the current pricing here.

(2) Web Client: New parameter “Application Key”

The ListQuery feature was introduced in the February 2023 release and was improved in the March 2023 release, in the April 2023 release and the May 2023 release.

If you want to connect your ListQuery filter with the Fact table – e.g. to show only elements with current values – then the application key is needed for this SQL filter criteria. Until now this application key had to be hard-coded within the workbook.

With this release you can use a new parameter to retrieve dynamically the application key:

  • Named range “data1_ApplicationKey

Simply connect your application key with the ListQuery Filter using a formula to generate an SQL filter statement like this:

  • [DIM005.KEY] IN (SELECT [DIM005.Key] FROM appG5K9KA5DVD.T_FACT01 WHERE [SYSTEM.IsDeleted] = 0 AND MEASURE01 IS NOT NULL AND [Dim003.Key] = ‘MARKET’)

(3) Web Client: New parameter “Read after Write”

From now on you can defined a refresh of your sheet after the WRITE process – e.g. in order to refresh the ListQuery with the customers which have already data:

Simply define

  • Named Range “data1_ReadAfterWrite
  • 1 = execute a Read process immediately after the Write process
  • 0 = do nothing after the Write process (= default)

(4) Web Client: Debugging for % queries

There were several issues with aggregated “%” queries:

  1. Combination of “%” query in 1 dimension and “%” query in another dimension
  2. Combination of “%” query in 1 dimension and “-1” query in another dimension
  3. Combination of “%” query with the definition of a “DIM001_Alternative” parameter

Those issues are solved now.

(5) Web App: New behaviour of table filters

We have changed the behaviour of table filters in 2 manners:

  1. Deactivating the filter button removes now all current filters from the table
  2. Deleting records does not remove current filters from the table any more

Think of the fact table with 2 current filters:

First, deactivating the filter button removes now not only the filter symbols from the table header but removes now also all current filters from the table:

Second, deleting records …

… does not change the current filters anymore:

This will help you a lot, if you have to delete records in portions with the variation of only 1 filter criteria and keeping the other filters unchanged. And if you want to remove all the current filters simply press the filter button to do this. 🙂

(6) Technical Improvements and Debugging

We have solved an issue with the error message “Cannot read properties of null (reading ‘findIndex’)” with Sheets that have no READ activated cells.

We have solved another issue with the error message “Sequence contains no elements” with sheets that have no valid date in the named range “data1_CELLS01_DATExx”.

Furthermore there was an issue with the title of workflows using the new type “recurring”.


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

We`ll be back after the summer break with the September Release!

we #StandWithUkraine

Release June 2023

We are happy to deliver the brandnew June 2023 release with the new recurring workflows and many other new features! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web App: New workflow type “Recurring Workflow”

In the May 2023 Release we launched the new workflow type “Continuous Workflow”, in this release we proudly present the new “Recurring Workflows”!

Simply select in the workflow definition the option “Recurring Workflow” …

… and define the frequency either weekly, monthly or quarterly:

You can see the specific workflows resulting from the definition in the timeline visualisation, e.g. for a weekly workflow:

The specific workflows are defined with 4 parameters – similar to the definition of “single workflows” – for the start and end day:

(2) Web Client: New workflow parameters

We have created 4 new parameters to connect your workbook with the Valid-From and Valid-Until information from the current workflow:

  • data1_COLLECT_Read_FromUTC
  • data1_COLLECT_Read_UntilUTC
  • data1_COLLECT_Write_FromUTC
  • data1_COLLECT_Write_UntilUTC

You can use these new parameters to fully automate your workbooks especially in recurring workflows (but of course these parameters are also available for single workflows):

(3) Web Client: Write button has moved to the menu bar

Until now, the Write button was placed at the top of the dimension tree, the reason for this was the former Excel client (which is not developed further). Therefore it was time to move the Write button …

… to the new menu bar in the header pane (which we introduced in the April 2023 release):

Another reason for this step is the further improvement of the mobile layout (which we started in the April 2023 release):

(4) Web Client: New onboarding messages

Every month we launch many new features – for you as a user it can be difficult to find out all the news. We are very happy to launch now the new onboarding messages which makes it easy for you to see the changes and new features in the user interface (both the Web Client and the Web App):

(5) Web Client: New “Analyze read process” dialog

We have created a new Power User feature which helps you to understand how the shown value in a workbook cell is driven by the records in the fact table. E.g. you want to know, from which fact records the value “550” in cell “AC31” comes from. Simply right click the element in the dimension tree with held CTRL key and select the command Analyze read process:

The dialog consists of 3 list sections:

  • In the first list scroll to the line for the cell “AC31” and click on this record.
  • In the second list you can see now the underlying records from the fact table
  • In the second list you can see all records from the fact table

(6) Web App: Menu bar also in the workbook preview

Triggered by the move of the Write button to the menu bar we have activated the menu bar now also in the Preview function for the workbook (in the Web App):

(7) Web App: Redesigned section “5. Run your Workflows”

We have redesigned the section “5. Invite your Users” which is named now “5. Run your Workflow(s)“:

Until now, this section was focussed on the “Invitation e-Mails“:

Now, we have moved the “Workflow Status” (from “6. Use your collected Data”) and the “Copy Data Journal” (from “1. Create your Dimension(s)” into this section. Furthermore we have created a superordinate “Info” page which gives you an overview for this section:


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

we #StandWithUkraine

Release May 2023

We are happy to deliver the brandnew May 2023 release with important new workflow options in the Web App! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web App: New workflow type “Continuous Workflow”

We are very happy to present a new workflow type: Continuous Workflows! The workflow type that we had to date is now called “Single Workflow”.

You can change now the workflow type …

… to “Continuous Workflow” then this workflow has no start and no end date any more. That means this workflow will be valid for an indefinate period of time.

The workflow box in the web client does not show any validity date for the collector users and there is no “Finish” button:

(2) Web App: Configure the Finish button in “Single Workflows”

In the “Single Workflow” we had until now the mandatory “Finish” button:

From now on, you can activate or deactivate the Finish button and furthermore you can also configure the message that is shown to your collector user in the workflow box:

Please be aware that the user-specific “Collection Status” becomes irrelevant, if the Finish button is deactivated (the same is true if the workflow type is “Continuous Workflow”):

(3) Web App: Improvements for E-Mail Notifcations

We happy to present the new “E-Mail Send Weekday” option:

Furthermore we have moved the activation / deactivation button for the E-Mail Notifications from the “Invite your users” section directly into the workflow settings (since this is much more intuitive):

(4) Web Client: Definition of mandatory entries

Another important new feature is the definition of mandatory entries like this:

It is very easy to use. Just define the following 2 parameters (= named ranges) in your workbook:

  • data1_Write_Validation
    0 = default = Writeback is open
    1 = Writeback is blocked
  • data1_Write_ValidationMessage
    Use this parameter to define the message for the user, which is displayed if the first parameter has value “1” and the Write button is pressed.

You can simply control the write validation by generating a “1” on the first parameter via a formula which is referenced to the validation rules in your individual workbook:

Furthermore you can define as many write validation “couples” in your workbook as you like:

data1_Write_Validation_1
data1_Write_ValidationMessage_1

data1_Write_Validation_2
data1_Write_ValidationMessage_2

(5) Web Client: Group By for ListQueries

The ListQuery feature was introduced in the February 2023 release and was improved in the March 2023 release and in the April 2023 release.

Until now, it was only possible to define a ListQuery on the bottom level of a dimension table like this:

With the new Group By Feature it is possible to define a ListQuery also on an aggregated attribute in the dimension table like this:

The feature is activated with the new parameter (= named range) “data1_CELLS01_DimensionValues_T_DIM00x_GroupBy”:

  • 0 = default = bottom öevel (no group by)
  • 1 = aggregated level (group by)

This GroupBy parameter causes all “output parameters” (here on Attribute 15) to deliver grouped lists:

Compare the grouped list above with the dimension table itself:

(6) Web Client: Show workflow box also after validation date

Until now, the organizer of a workflow and its deputy …

… did not see the workflow box in the Web Client after the validation date of a workflow (type “single”) – all other collector users did seet it. This is fixed now, so that also the organizer and the deputy can see the workflow box:

(7) Technical Improvements and debugging

We have solved a bunch of issues:

  • Troubles with E-Mail Notifications since SendGrid changed the verification rules for senders on May 1st 2023
  • New Write Button: performance issue with the check of writeable values in large sheets
  • New Write Button: activation/deactivation also in real time (on formula result changes)

Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

Stay healthy and we #StandWithUkraine

Release April 2023

We are happy to deliver the brandnew April 2023 release with important layout improvements in the Web Client! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: New Menu Layout

We have integrated the buttons from the former menu bar into the header pane in order to get more space for the spreadsheet:

Remember, the former menu bar was placed below the header pane, therefore we had a lot of empty space above the spreadsheet:

(2) Web Client: New Workflow Layout

We have placed the workflow box now in the lower bottom corner which contains now also the Finish button:

Remember, until now the workflow box and the Finish button were splitted up above and below the dimension tree:

(3) Web Client: Improved Mobile Layout

Both layout changes result also in an improved mobile layout! The new header pane is now lower than the former one since we have shrinked also the data1.io logo on the left and the personal preferences menu on the right hand side of the header pane:

This is a first major step to make data entries possible also on the mobile phone. We know that the user experience is not yet perfect, improvements are also necessary for the dimension tree and the sheet selection.

(4) Web Client: Feedback and Help Buttons moveable

Die Feedback and Help Buttons at the bottom of the screen are now moveable along the bottom of the screen:

(5) Web Client: Improvement for ListQueries

The ListQuery feature was introduced in the February 2023 release and was improved in the March 2023 release. Now we deliver another important improvement: the initial READ process when the sheet is loaded resp. entered is now coordinated with the ListQuery. Therefore you can use the ListQuery feature now also to automatically generate a dynamic view for data entry and report sheet on the first view.

(6) Web Client: Improvements for Details Rows/Columns

We have also improved the “Details function” which was introduced in the September 2022 release, the November 2022 release and the March 2023 release.

From now on you can use the visibility setting for rows/colunns also in sheets which have no READ process (e.g. landing / navigation pages). Furthermore we have made the visibility process after the READ process fully reliable.

(7) Web Client: Performance Improvements for the READ process

We have – again – improved the performance of the READ process with those actions

  • Recalculate formulas during the READ process only once in the end (instead of automatically recalculate all formulas during the READ process)
  • Ignore cell types “3” and “4” within the READ process

(8) Web Client: Empty Dimension Tree

We have improved the display of an empty dimension tree, which can happen during maintenance of if the Row-Level-Security settings of a user has no matches.

(9) Web Client: Data Entry Formats

We have solved some important data entry format topics.

First, decimal places for % entries were truncated.

Second, we have implemented an automatical conversion for the language specific format of date and numbers. That means, if your browser language is set to English then you can enter a date or a number also in the german language format (“dd.mm.yyyy”) and it works. This automatic conversion is also done for pasted dates and numbers.

Third, we have improved the validation message for date and numeric values:

(10) Technical Improvements and debugging

We have solved a bunch of issues:

  • Upload of very large CSV files caused error “Error writing MIME multipart body part to output stream.”
  • Issue with the CSV download (“slipped columns”)
  • Excel download of “Collector Users” table was not active
  • Dim_Types table was not availabe in ODATA feed
  • The icon selection for element types was buggy
  • The Fact Table was not available in the “Field Properties” settings
  • We have made security improvements and solved some resulting bugs
  • We have made improvements in multi-tenant environments

Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

Stay healthy and we #StandWithUkraine

Release March 2023

We are happy to deliver the brandnew March 2023 release with many new up- and download functions in the Web App! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web App: New Update Mode for table uploads

Until now, you had to delete e.g. the dimension table before you uploaded a new version of this table. From now on, you can choose if you want to append the records from the upload file or if you want to update the existing records in the target table:

The new upload mode dialog shows you, which field in the table will be used as key field for the update process:

The new update mode is blocked with the fact table since we see no fields of application for the update mode, even more it would be risk if you choose the wrong mode:

(2) Web App: New Download for large tables

We started the development of the download feature for large tables about 6 months ago and invested a lot of energy in this feature. Now we are happy that the feature is mature and generally available!

Every download is now – the same way as the uploads – executed in a background task which provides the download file after it was finished successfully. This background task is now stable also for downloads of large tables.

(3) Web App: New Upload of CSV files

Since large tables have often more than 1 mio rows, we support now also CSV files as upload files:

(4) Web App: New Upload of Files > 300 MB

Until now we had an restriction of 300 MB for every upload file. We have removed this restriction now, therefore xlsx or csv files of any size can be uploaded.

(5) Web App: Further Improvements for table uploads

Until now, the first sheet in the upload file was uploaded – independantly if this sheet was visible or hidden. From now on, the first visible sheet is upload, hidden sheets are not relevant any more for the upload.

Furthermore, the empty string (“”) in date fields causes no longer an error when uploading such files.

(6) Web Client: Improvements for the ListQuery feature

The ListQuery feature was introduced in the February 2023 release. We have improved the sorting of the dynamic list and you can now also display the content of the SORT column of the queried dimension table.

(7) Web Client: Improvements for the Visibility settings

We have also improved the “Details function” which was introduced in the September 2022 release and November 2022 release. There was an issue with the “1” parameter and also some other tricky situations when the rows/columns were shown initially the wrong way round. This is solved now so that there are no open issues in this feature.

(8) Technical Improvements and debugging

We have solved many technical issues and also some bugs. For instance, the download of the collector users table was not active any more. Then we have solved a bug with the new RLS definition (which was released in February 2023 release) and the WRITE button. There was another issue with the Always Encrypted feature.

Finally, the display of the “Admin” role on the planning widgets in the “Your active collection” landingpage was not shown for Tenant Admins:


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

Stay healthy and we #StandWithUkraine

Release February 2023

We are happy to deliver the brandnew February 2023 release with the new ListQuery function, the extended RLS definition and many other new features! Try it now!

Remember, the Web Client is the user friendly spreadsheet for your Collector Users to deliver their monthly/weekly/daily data. The Web App is the tool for the Power User to setup and control your organization’s collection workflows.

(1) Web Client: New ListQuery feature – how it works

The new ListQuery feature can be used to generate dynamically necessary rows and/or columns! By selecting an element in the dimension tree, the list feature generates a list with the relevant elements depending on the selected element:

Please be aware that this new list feature replaces the previous solution using dynamic tables as a helper for dynamic reports. The new feature is better performing and does not need complicated formula constructions with the INDEX() function and others.

(2) Web Client: New ListQuery feature – how it is defined

The ListQuery feature only needs 2 defined named ranges to define the (SQL) query for the drilled list of elements:

  • data1_CELLS01_DimensionValues_T_DIM001_Filter
    The first parameter is the where-clause, which is applied on the referenced dimension table (here: DIM001). In the showcase below, we use the result of another parameter – namely data1_CELLS01_DIM001_Key_Path – in order to filter the dimension tree table on the elements below the selected tree node.
  • data1_CELLS01_DimensionValues_T_DIM001_Sort
    The second parameter is the sort-condition, which is applied on the resultset of the list query.

With these 2 parameters you can generate as many resultsets for the KEY, the NAME and any Attribute that is needed in the worksheet:

  • data1_CELLS01_DimensionValues_T_DIM001_DIM001_KEY
    This is the list with the element KEYs from the DIM001 Table. This resultset is used to query the values in a dynamic list report.
  • data1_CELLS01_DimensionValues_T_DIM001_DIM001_NAME
    This is the list with the element NAMEs from the DIM001 Table. This resultset is used to fill the row headers in a dynamic list report.

All together:

(3) Web Client: Read first element

The following new parameter replaces the previous parameters “data1_ReadFirstTopElement” and “data1_ReadFirstBottomElement”.

  • data1_ReadFirstElement

This parameter rules the behaviour when entering a sheet the first time after loading the workbook.

  • 0 = do not read
  • 1 = default = the first top element (from the tree) will be read on entering the sheet. Used to read directly the current aggregated sums in order to get an overview of the status of the data collection.
  • 2 = the first bottom element (from the tree) will be read on entering the sheet. Used to jump directly to the first bottom element in order to start immediately with data entry.
  • 3 = read the predefined element from the named range “data1_CELLS01_DIM001” (from the workbook) -> if this element is not found / not valid, then no READ is executed.

(4) Web Client: Elements with same name

Until now, elements with the same name within the same node have not been displayed properly. From now on, this is no issue any more, every element (based on its unique KEY from the dimension table) is shown in the dimension tree:

(5) Web App: Row-Level-Security (RLS) extended level definitions

We are really happy to present the new extended RLS definition. Until now, it was difficult to define RLS in dimension tree structures with same name nodes. E.g. authorizing a user only for “Sales Team 1” in our HR showcase shown above was quite difficult until now.

From now on, every RLS record can – but must not – be concretised with additional information in the higher levels of the dimension tree. This way it is quite easy now e.g. to authorise a user only for “Team 1” in the “Team Maintenance” branch and for “Team 2” only in the “Team Sales” branch of the tree:

This is the result in the Web Client:

Existing definitions in your application(s) based on the previous technique were transformed automatically to the new definition structure.

(6) Web App: Blank row filter for upload files

Until now it was a problem, if an Excel upload file contains e.g. a formatted cell below the actual data, since this leads to 3 additional imported blank rows which caused an error when uploading this file (due to a primary key violation):

From now on, the upload of such an Excel file is no problem any more:

(7) Technical Improvements and debugging

We have solved issues with the search function in the dimension tree and with the long-running opening of the edit dialog in the dimension tree. Furthermore we have solved an issue with the (undesireable) writeback of % aggregation elements and an issue with the +/* fact attribute definition. And there was an issue with the query of the data1_CELLS01_DIM001_Attribute parameter.


Hope you like the new features – we are very curious about your feedback!

Please let us know what you think and what kind of collection processes you would prefer to automate with data1.io. 

Stay healthy and we #StandWithUkraine