Release January 2022

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We are happy to deliver the brandnew January 2022 release with the Extended Showcase “Cost & Invest” and many more. 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) Showcase Cost & Invest: new “Invest Planning” sheet

We have created a new sheet called “Investitionen” which is intended for invest planning. So it`s new in this showcase that you as a user can plan 2 different contents (with the 2 sheets) on the some costcenter elements. The new sheet provides a – in data1.io Showcases totally new – structure of data entry: additonally to the numbers several master data can / have to be entered per row.

The main isssue in this showcase is to create the records in the fact table this way that the master data is stored on every record with the numbers (and not as seperate master data records). This is enabled by the “New Record Definitions” which was introduced in November 2021 Release:

Just to rembember: the cost planning did in the first sheet did not change.

(2) Showcase Cost & Invest: old/new “Object Planning” sheet

For those of you who are asking what happened to the “old” invest planning: we repurposed it to an “Object Planning”. The data entry sheet was streamlined and the elements in the dimension tree are named now “Objekt xx”. Please remember that this showcase demonstrates how to activate a specific data entry sheet for defined element (types).

(3) Web Client: New “vertical” record definition mode

The interesting thing of this “Object Planning” sheet is that with this release the “New Record Definitions” (from the November 2021 Release) are now also available in a vertical format:

The consequence of this definition is – again – that the master data is merged on every recordset with a measure:

Please note that at this stage the master data is only merged on the measure recordsets from the first column in the workbook (see above).

(4) Web Client: New progress screen

When opening a workbook as a collector user, you`ll see now a nice progress screen while loading the workbook and reading the values of the first element from the dimension tree:

(5) Web Client: Single click

You can not see it on the screenshot but you will notice immediately if you use the web client: from now on a single click in the dimension tree is sufficient to trigger the “switch” to another element. Therefore, the previous double click is not necessary any more.

(6) Web App: Download tables as XLSX as new default

Until now when downloading a table a CSV was generated. From now on XLSX will be generated by default:

The CSV download has moved to the small dropdown right to the download button:

(7) Web App: Upload Workbooks as XLSM

From now on you can also upload XLSM Files. Please note that Macros and VBA Code can NOT be executed in the Web Client. But: you can use macros and VBA in your Excel file to prepare the workbook offline and then directly upload the XLSM without having to execute an additional “save as”:

Here is the full list of supported files formats:

  • .xls
  • .xlt
  • .xlsx
  • .xlsm
  • .xltm
  • .xltx

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. 

And: stay healthy!

Release November 2021 (before the winter break)

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We are happy to deliver the brandnew November 2021 release with the new Record Definition Mode and many more 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 record definitions (for the “by Column Mode”)

Until now, these 4 entries in the Cost & Invest Public Showcase …

… were saved into the fact table as 4 records:

The new record definition (in the “by column mode”) consists of 2 components:

  • The existing definition “data1_CELLS01_ByColumnMapping” (here row 6) is upgraded with a record definition -> these are the digits after the last underscore of the text in the definition fields. For instance “_10” means that the October values are saved on the 10th record that is created when writing back a row.
  • The new definition “data1_CELLS01_ByColumnMapping_Records” (here row 7) defines on which records the value from that column should be written. “1,2,3,4,5,6,7,8,9,10,11,12,13,14,15” means that the comment should be written on all records of this row.

These definitions force the system to save the comment on the 3 records with the values (without an additional 4th record only for the comment):

On the one hand, this makes analysis – e.g. in Power BI – much easier and on the other hand this makes possible to save master data directly on the measure records. We will show further fields of applications in the next releases.

(2) Web Client: Clear all fields

Until now, it was not possible to remove all the data from an element because the write process was not started when the data entry area was empty. From now on Collector Users can …

… remove all the data from the spreadsheet and press the Write button, this will remove the data also from the database:

(3) Web Client: Another Performance improvement

We are happy that we have solved another performance bottleneck for the READ process (after we have solve already one in the September 2021 Release). data1.io creates now an additonal index consisting of all dimension keys which can improve the READ performance by the factor 2.5!

(4) Web App: New Merge Field

We have introduced the new Multi-Workflow Feature back in June. Now it is time to extend also the set of merge fields for the workflow e-mails with a new one:

  • {WEBAPP.WORKFLOW.URL}

This new merge field …

… creates a hyperlink in the workflow e-mail which …

… directly leads to a filtered version of the Collection Workflows landing page:

The landing page is filtered to the relevant application (here “Weekly Project Status”) and the workflow from the e-mail is highlighted (here “PM Weekly Actuals”). This way, your collector users get the overview of all running workflows and see which workflow is the most relevant one.

(5) New Blogpost “Power BI Custom Visual” (in German)

In the October 2021 release we have introduced the new “Gen2” Custom Visual for Power BI, now we have written also a blog post with many details about the custom visual. See the custom visual in action here:

Please be clear that the Power BI custom visual can be used as an alternative client to the Web Client – this gives you more options for your planning and data collection workflows:

To the blog post:

https://linearis.at/blog/2021/11/26/datenerfassung-in-power-bi-teil-3-custom-visual/

(7) New Blogpost “Power Apps Demo” (in German)

We have introduced Power Apps as another alternative client already in the March 2021 release. Now we show how to make the user interface more attractive and use the Power Apps application via the Power Apps visual directly in a Power BI Report:

To the blog post:

https://linearis.at/blog/2021/11/17/datenerfassung-in-power-bi-teil-2-power-apps-visual/

(8) Technical improvements and debugging

We have solved an issue with the “comment marker” in the corner of the cells, this was placed on the wrong position if the zoom factor was <> 100 %.

Further, we have improved the technical execution of the SQL Transaction for the writeback: the processes for setting the existing records on “deleted” and the process for inserting the new records are now always executed either together or none of the two is executed.

Finally we have removed a bug leading to a wrong aggregated “Level” calculation (using the “%” placeholder) in combination withc “comment” records.

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 christmas break with the January Release!

And: stay healthy!

Release October 2021

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We are happy to deliver the brandnew October 2021 release with the next version of the Power BI Custom Visual . 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) Power BI: New Custom Visual (Gen2)

In the May 2021 release we introduced the first version of our Power BI Custom Visual (which was a prototype):

Now, we invested for the next generation of this visual to make it not only more beautiful but also more powerful:

  • Measure and text as columns
  • Multi-Project editing at once
  • Filter not only for projects but also for dates
  • Free configuration of the data1.io ODATA parameters in the settings of the visual

Just edit the values and texts in the custom visual and immediately see the aggregation in the Power BI charts and tables (by using a Direct Query datamodel with automatic Change Detection):

Sure, you can use the Power BI Custom Visual and the data1.io Web Client in parallel, both clients show the same values from the data1.io application (of course):

Please be aware that also this Gen2 visual is a proof-of-concept and not part of the data1.io production environment. If you are interested in usimg this technology for your company please feel free to contact us!

(2) Web App: New Design for the Public Showcases Page

We are happy to present our new Public Showcases landing page which is more compact and up-to-date:

Just for comparison, this was our old page:

(3) Web App: New Hide/Unhide for the Navigation Pane

Analyzing or editing wide tables needs more space – therefore we have implemented the new hide/unhide function in order to expand or collapse the navigation pane:

Here we go:

(4) Web Client: Improvements for the Showcase “Weekly Project Status”

Due to the the Power BI Custom Visual as well as due to our tests with Power Apps we decided to streamline the anyway small showcase for “Weekly Project Status”:

Furthermore we changed the record structure for this showcase “from vertical to horicontal”, i.e. several values and texts are now stored on the same record in the fact table:

(5) Web Client: Improved query for same name level elements

Formerly there was a problem with elements on the same level with the same name: the data1.io query engine summed up all values with this element name but took not into account the branch of the dimension tree. Now we have changed that and the query engine retrieves the aggregations for an element by querying also the above levels of the element.

This way, two “Team 1” elements on the same level of the dimension tree get the right aggregated values on both elements:

For the sake of completeness: this feature was already implemented in May 2021 but not communicated until now.

(6) Web App: Improved sort & filter for text fields in large tables

With the May 2021 release we introduced the new paging mechanism for large tables (> 1000 records). One remaining issue was sorting & filtering for text fields in such tables, which was only applied to the 1000 records in the current page. This is solved now so that filters and sort commands are applied in the backend to the whole table:

For the sake of completeness: this feature was already implemented in May 2021 but not communicated until now.

(7) Technical improvements and debugging

We had an issue when uploading data into the fact table which contain empty strings (“”) instead of null in the dimension key fields. As a consequence the values of such records could not be shown in the workbook, this is solved now.

Furthermore we improved the READ performance in multi-sheet workbooks, since we found out that the recalculation was done for every sheet although once for all does the same job in much less time.

Finally, records with empty date fields in the fact table caused an error when the table was downloaded, this is solved now as well.

(8) SQL Days 2021 “Power BI and Data Entry” (in German)

Two weeks ago I had a session at the SQL Days 2021 in Munich (Germany) called “Power BI and Data Entry”:

I used data1.io as “SQL based planning engine” to show how a Direct Query application in Power BI has to be setup and how Power Apps and Power BI Custom Visual can be used as alternative frontends to Excel:

Find more information here (in german language):

https://linearis.at/blog/2021/10/29/session-power-bi-und-datenerfassung-bei-den-sql-days-2021/

(9) Supplement license information

We added a supplementary row to our pricing page in order to make clear that the Free Plan as well as the Enterprise Plans have limits concerning number of records and the resulting READ performance. So, there is not a limit for the number of records but the READ performance will go down the more records you will put into the fact table of your data1.io application:

The solution for larger application is “calculation power” in the form of additional DTUs (see bottom right).

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. 

And: stay healthy!

Release September 2021

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We are happy to deliver the brandnew September 2021 release with the new dynamic list reports! 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 timeline overview

We are really proud to present the new workflow timeline overview. You’ll see all your defined workflows in a graphical timeline visualization with a vertical bar for “Today”. This way it is very easy to see which workflows run at the same time and how long they will run.

For comparison, until now we only had this (very unintuitive) table based view on the workflows:

(2) Web App: New workflow editor

Embedded in the new timeline overview you’ll find the new editor for your workflows. You can change here start end date both visually by pulling the slider or by selecting the date from the data picker:

The form is structured into topics which makes the definition of a workflow much more intuitive than before:

For comparison, this was our data entry form for workflows until now:

(3) Web App: New UI form

We have developed a new “standard form” for entering the organizational data in your tenant. This form looks “quite normal” as you probably are used to from other cloud services.

For comparison, our “table based form” was not really suitable for this kind of data:

This was a simple solution for the start of your system but now we replace it with the new intuitive form. We plan to roll out this new form to more topics within the next months.

(4) Web App: New UI elements

With the new workflow editor and the new UI form we have streamlined and modernized the look & feel of the whole data1.io Web App.

Compare the new record editor …

… with the old one:

And compare the new login form …

… with the old one.

We will continue this process of modernizing the UI within the next months in order to bring the user experience of our Web App to the next level.

(5) Web Client: Performance improvement for the READ process

In workbooks with many cells activated for the data1.io READ process (named range “”data1_CELLS01) we had a performance issue since the check which cells in this area exactly have to be cleared (as part of the READ process) took a long time in this case. We have solved this issue and the READ process gained a huge performance win in this applications.

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. 

And: stay healthy!

Release July 2021 (before the summer break)

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We are happy to deliver the brandnew July 2021 release with the new dynamic list reports! 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 dynamic list reports

Until now, it was only possible to show aggregated values on the aggregated levels of the dimension tree:

With this release you can create reports like this which show the elements from the dimension tree in the report itself:

Of course, those reports can be filtered dynamically by double clicking in the dimension tree:

This new type of report uses the following new features:

  • New filter tables
  • New “data1_CELLS01_DIM001_Attribute” parameter
  • New list form for the “data1_CELLS01_DIM001” parameter

(2) Web Client: New filter tables

With this release you can query all dimension tables from your datamodel simply by using the following named range:

  • data1_CELLS01_InsertTable_T_DIMxxx

After the READ process has been executed …

… an Excel table with the dimension data is inserted starting at the defined cell:

Furthermore, you can add an filter condition which has to be written in the syntax of an “SQL where clause” using the following named range:

  • data1_CELLS01_InsertTable_T_DIMxxx_Filter

Please note that there a several restrictions at the moment:

  • Row Level Security (RLS) is NOT applied as filter
  • The filter table is read only (it is NOT possible to write changes back to the datamodel)

(3) Web Client: New “data1_CELLS01_DIM001_Attribute” parameter

There is only 1 thing missing to link the table to the selected element from the dimension tree: the name of the field from the selected element in the dimension tree. You can query this information now with this new named range:

  • data1_CELLS01_DIM001_Attribute

You can combine now the selected element with the attribute behind it in order to define a dynamic filter statement for the table:

Selecting another element from the dimension tree triggers a new query of the dynamic table and you get a new filtered table:

(4) Web Client: New list form for the “data1_CELLS01_DIM001” parameter

Until now, the parameter “data1_CELLS01_DIM001” had to be a single cell. With this release, you can define this parameter as a horicontal or vertical range. Double clicking an element in the dimension tree will transfer the name of the selected element to the first cell of the named range and the other cells from the named range will also be used as filter parameter for the query of the values in the cells area:

The same is true for the new parameter ” data1_CELLS01_DIM001_Attribute”:

Finally, you can connect the cells area with the READ/WRITE interaction with the dynamic filter table e.g. by using the INDEX() formula in order to get the elements from the filter table in relative order into the cells area:

Please note that there a several restrictions:

  • At the moment only the Measure fields and NOT the Text fields are retrievable
  • At the moment those sheets are read only (so it is NOT possible to write back data entries)

(5) Web Client: New vertical ByColumnMapping definition

The next feature has nothing to with the new dynamic list reports. Until now, the named range “data1_CELLS01_ByColumnMapping” could only be used in a horicontal list form …

… with this release you can use this definition also in vertical list form which makes many more usecases realizable:

(6) Web Client: New Exception Type 0

Exception types overrule the definition from R/W control panel. This is useful if you have rows or columns which are partly relevant for the Read/Write process and partly not:

  • data1_CELLS01_ExceptionType0

Please note that the other exception types (1 to 4) were already available.

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!

And: stay healthy!

Release June 2021

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We are happy to deliver the brandnew June 2021 release with the new Multi-Workflow feature and new Trigger Cells. With this release we leave now the public beta stage – data1.io is now generally available! Yeah, let`s celebrate! 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) New Multi-Workflow Mode: Collector Users’ view

With the April 2021 Release we got the possibility to have more than 1 workbook in an application. From now on it is also possible to run several workflows at the same time within the same application. Every workflow can have its own workbook …

… or several workbooks can share the same workbook(s):

(2) New Multi-Workflow Mode: Power Users’ view

The most important new thing for the power user is the new assignment table where you define which workbook is valid for which workflow:

In the Workflows section we added the Add new button where you can define now as many workflows as you need. They can run at the same time or in different time slots:

All existing definition tables for workflows have got now a dropdown selection where you can select the workflow you want to define:

The Invitation section has got a workflow dropdown as well which means that the invitation mails are sent now for every workflow seperately:

Please note that at this stage the Workflow e-Mails cannot be defined seperately (i.e. all workflows use the same e-Mail Templates). Furthermore we want to announce that we will adopt our pricing which is based now on users/applications and we will transform that to users/current workflows.

(3) Web Client: New trigger cells

We are happy that we can deliver now the new trigger cells. As soon as a cell within the named range data1_CELLS01_TriggerReadOnChange is changed, a read process (= refresh will be triggered).

With this new feature you can intensively use dropdowns in your workbooks in order to refresh the queries:

Please note that there is another named range data1_CELLS01_TriggerTreeSelectionAndReadOnChange which makes it possible to select a dimension tree key within a dropdown, pass it to the dimension tree and then trigger the read process (= refresh).

(4) Web Client: Read first bottom element

Another useful definition ist the new “data1_ReadFirstBottomElement = 1” setting …

… since this will force the automatic selection of the first element in the dimension tree when opening the workbook:

Please note that this feature is “Row Level Security sensitive”, i.e. the first element the current user has rights for will be selected.

(5) Web App: Upload from Excel Files with Formulas

Until now you got an error when you tried to upload an Excel file into a data1.io table which contained formulas. From now on this issue is solved and you can upload also files with formulas:

(6) Web App: New column USER_Key in the Fact Table

A little but important extension is the new User Key column in the fact table. This makes analysis of the collected data much easier than before:

(7) Web App: License information for Enterprise Plan

As an Enterprise Plan user you can see now your personal license informaton in your Tenant Settings:

Please note that at this stage it is not possible to change license settings by your own.

(8) Further Improvements

We have improved the default sort order of the tables and have set the default time to “00:00 AM” when entering a date without time. Futhermore we have solved some minor buts with the workflow e-mails.

(9) Removal of the “Public Beta” bar

Since data1.io is “Generally Available” now we removed the “Public Beta” at the top of the Web App and the Web Client:

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. 

And: stay healthy!

Release May 2021

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We are happy to deliver the brandnew May 2021 release with the new editable Dimension Tree and the new Power BI Custom Visual Prototype. 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) New editable Dimension Tree: Collector User view

From now on it is possible that your Collector Users can create new elements in the dimension tree! More exactly, the bottom level elements in the dimension tree can be edited by users, who get the “create” right. You`ll find the edit dialog as kontext menu on the dimension tree elements on the bottom level as well as the elements on the penultimate level: in both cases the element is created on the bottom level. If the user does not have the right to edit the dimension tree (or parts of it) then the edit dialog is disabled:

The creation of a dimension tree element needs the entry of two information: the key and the name of the element:

If the dimension key already exists then the element will not be created. After the element was created only the name (and not the key) can be edited. Please be aware that this feature is very mighty and therefore your users have to be instructed how to define keys and how to use the delete function.

(2) New editable Dimension Tree: Power User view

The editable dimension tree will not be relevant for every data1.io application, threrefore the dimension tree is by default NOT editable (as it was until now). If you want to activate this new function, you do that on a workbook level:

On a more detailled level, the user-specific definition for the whole dimension tree or only for branches of the dimension tree ist set via the new “create” right in the Row Level Security definition:

(3) New Showcase: “Weekly Cash Planning” (in German)

We are happy that we have the “Weekly Cash Planning” as our 7th Public Showcase:

The showcase demonstrates how the logic from the established financial planning tool “iXPlan” can be used within the data1.io service to collect cash planning information e.g. from several companies:

If you are interested to use this solution for your own company please contact Mr. Pfitzer from Pfitzer Consult in Coburg / Germany:

(4) Power BI: New Custom Visual (Prototype)

We are really proud that we can show with our existing public showcase “Weekly Project Status” …

… how data1.io collections could look like with a Power BI Custom Visual:

Please note that this is a prototype in order to test the feasibility. If you as a company are interested in this technology please feel free to contact us.

Read also our blogpost – you´ll find there an embedded version of the demo application to test the Power BI Custom Visual in action!

data1.io Datenerfassung mit dem Power BI Custom Visual

(5) Power BI: New iFrame Embedding for the Web Client (Prototype)

We invested also in another feasibility prototype – namely the embedding of the data1.io Web Client via iFrame e.g. into Power BI:

You can see the iFrame HTML Code in the bottom of the Power BI Page, we used the “normal” custom visual “HTML Viewer” to embed the data1.io Web Client into Power BI. After the login you can use data1.io as you know it directly on a Power BI Page:

If you as a company are interested in this technology please feel free to contact us.

(6) Web App: New paging mechanism for large Tables

Until now it took a long time to load large tables within the Web App. With the new paging mechanism for large tables this issue is solved now:

(7) Web App: Change in default Landingpage for Power Users

Until now a Power User was directed to the Web App and it was difficult to navigate to the “Collector Users`Landingpage” as a Power User. Vice versa, a Power User who has also (in another application) a Collector User role was directed to the “Collector Users`Landingpage” and it was difficult to navigate to the Web App.

We have changed that now. A Power User is directed now always to the Web App and we added in the navigation pane on the left the links to the “Collector Users’ Landingpage” an to the “Public Showcase Gallery”:

Definition: a Power User is a user who either has a Tenant Admin role or an Application Owner role.

(8) Enterprise Plan: User Interface finished

We are happy that we have finished the User Interface for Companies / Users with an Enterprise Plan. We have checked and streamlined all screens, dropdowns, etc. to make the maintenance of the Enterprise Plan features as efficient as possible. Furthermore we added new tabs for the different user roles in your tenant:

(9) Enterprise Plan: New ODATA rights

Until now the private ODATA feed was always enabled for both read and write. From now on this can be configured on an application level and we recommend to set the “read” right since this will be sufficient for the most use cases:

(10) Tipp: Use icons in the dimension tree

One of our users showed us that it is possible to add UTF-8 symbols to the name of the dimension tree elements – which can make the dimension tree more friendly and more intuitively:

Simply add the UTF-8 Symbol to the Dimension Tree NAME:

Find UTF-8 Symbols:

https://www.w3schools.com/charsets/ref_utf_symbols.asp

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. 

And: stay healthy!

Release April 2021

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We are happy to deliver the brandnew April 2021 release with the new Multi-Workbook feature and new Enterprise Plan 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) New Multi-Workbook Mode: Collector User view

Until now, each application could have only one workbook (for data entry and/or reporting) …

… with this release we removed this limitation and you can offer as many workbooks to your collector users! The application (“blue”) moved from the tile title to a new segment header and the tile is now titled by the workflow name and the new workbook name (“green”):

From now on it is not necessary any more to put all relevant sheets in one single file and you have now one more tool to design the data entry workflow for your collector users.

(2) New Multi-Workbook Mode: Power User view

In the Web App you can now upload several Workbooks to your application and define the sort order. Please set proper names for your workbooks since this is the major information for your collector users:

You`ll find new dropdown menus in every section in order to select the right workbook to work with:

(3) Enterprise Plan: Multiple Dimensions

In the November 2020 release we introduced the possibility to activate further dimensions in your datamodel and in the March 2021 release we introduced the maintenance table for this additional dimensions. With this release we decided to fusion this table maintenance with the existing 1. Create your dimension(s) menu item. You`ll find there a new dropdown menu where you can select all activated dimension tables:

Please be aware that the dimension tree for the Collector Users is always generated from the Dimension 01. The further dimensions can be used for aggregations and for external reporting systems like Power BI.

(4) Enterprise Plan: Key Wizard

In the same section you`ll find now a new item called Key Wizard. This is a tool which shows you all the undefined keys from the fact table and makes it easy to generate the basic structure of the dimension table …

… by adding those items to the dimension table and make sorting quite easy:

After that you can switch to the regular dimension table and add the addtional attributes – or download as csv, fill the table in Excel and upload the readily prepared table into the Web App:

(5) Enterprise Plan: Customize your data model with the field definitions

With this very powerful new feature you can define which fields in each dimension table and also in the fact table are activated (= visible) and especially how this fields are called in your specific application! This is the field definition for the dimesion table “Scenarios” (= DIM002) seen above:

(6) Enterprise Plan: Always Encrypted info columns

We introduced the Always Encrypted feature with the January 2021 release, with this release we add the information, if Always Encrypted is activated in a specific application and if yes, which fields in which tables are encrypted:

Please note that at the moment is not possible to activate the Always Encrypted feature by your own. Please contact us if you want to activate it.

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. 

And: stay healthy!

Release March 2021

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We are happy to deliver the brandnew March 2021 release with the new hybrid Power Apps showcase and with 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) New Power Apps Demo for hybrid scenarios

In the June 20202 release we introduced the “By Cell” definition mode and told you that this mode can be used for the parallel usage of Power Apps as another data entry client for your data1.io application for data collection. Now we want to show you, how this can be executed. Please be aware that (1) this is not a public showcase and (2) Power Apps is not a component of data1.io.

So we have created this data1.io application – it looks like the public showcase Weekly Project Status but we use a workbook in “By Cell” definition mode (read more about that later on) and enter some data:

Microsoft Power Apps is part of the so-called Microsoft Platform and can be used pretty well in combination with Power BI, Power Automate and Power Virtual Agents:

Power Apps is a low code / no code tool from Microsoft to setup mobile data entry forms, we create a so-called “Canvas app”:

Our demo app is really very basic, so it is only a draft for a possible solution. Please be also aware that Power Apps are usually used on tablets and smartphone, for practical reasons we use the Power App here via the browser.

On the first screen you`ll find the so-called Gallery which can be used as a selector for the elements from the data1.io dimension tree:

After selecting an element you can see the existing data from the data1.io client …

… and of course you can change the data here and write it back to the application:

Switching back to the data1.io Web Client we can refresh the data (by double clicking the dimension tree element) and can see – of course – the updated data from the Power Apps client:

Please be aware that the Power Apps application is NOT part of data1.io system. It is only a demo which can help you setting up your own hybrid data entry scenario.

(2) Web Client: Mode “By Cell”

The major backbone of such hybrid data entry scenarios is the recordset granularity in the so-called fact table of the data1.io application. When using the default “By Column” mode in a workbook the data1.io application creates one record for each cell in the workbook. So the data from the above workbook would generate this default recordset structure:

But Power Apps can be used much easier if all the data from the Excel Workbook is stored on one single record like this:

This can be realized by using the so-called “By Cell” mode, we introduced this mode already in the June 2020 release. We recommend to use the Workbook Wizard to understand how it works …

… and then transfer this knowledge to your own Workbook (which is usally set up directly in Excel):

If you need some help in setting up your workbook please feel free to contact us.

(3) Web Client: New Parameter “data1_CELLS01_DIM001_Key”

There is a new parameter “data1_CELLS01_DIM001_Key” which brings the key of the selected element in the dimension tree into your workbook (additionally to the name of the selected element):

We recommend to use this parameter for the formula in the SysDELTA parameter (to avoid complications due to ambiguous dimension tree element names).

(4) Web Client: Warning when entering data on a sum level

As an end user you`ll get now a warning if you start typing in the workbook if the writback is not active – either because you have selected a sum level element or because the data collection workflow is already closed:

(5) Enterprise Plan: extend your datamodel with additional dimensions

In the March 2020 Release and in the November 2020 Release we introduced the datamodel, now we continue to show you all the functions.

After activating the additional dimension tables that are relevant for your data model …

… you can select the dimension in order to define all dimensions of your datamodel:

You can define the dimension tables manually or – of course – you can upload readily defined dimension tables from Excel:

Please note that at this stage the additional dimensions are primary relevant for external reporting systems like Power BI. In the data1.io system itself you can use the additional dimension for level-specific aggregations.

(6) Enterprise Plan: create and delete applications

A very important new feature is the possibility to create new applications within your enterprise tenant:

Simply select a valid subscription, define the application owner and set a name for your new application:

It takes about 1 minute until your new application is created and ready to use.

Existing applications now easily can be deleted with the new Delete button. Please be aware that all your data in this application will be deleted – so please download all your collected data from the fact table (and also from the dimension tables) before you delete an application.

(7) Further Improvements: ODATA Feed, User Domains

We have further improved the usage of the ODATA feed – especially the usage of several ODATA feeds from several applications.

Furthermore we have improved the validation of the e-Mail adresses in the user lists: until now domains with more than 3 characters have been rejected. We have improved this with a modern check of valid domains.

(8) Blogpost about the 4th March Live Webinar (in german)

In our first webinar on 4th March 2021 we demonstrated how to collect data with data1.io and how report those data with Power BI by using the ODATA feed. The Webinar was held in german language, so is the blogpost about this webinar:

https://linearis.at/blog/2021/03/15/infos-zum-webinar-daten-im-controlling-mit-data1-io-einsammeln-und-mit-power-bi-auswerten/

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. 

And: stay healthy!

Release February 2021

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We are proud to deliver the brandnew February 2021 release with the new showcase “Cost & Invest Budgeting” and the new parallel dimension tree. 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) New Showcase “Cost & Invest Budgeting” (in German)

We have added a new “Invest Planning” module to our last month released showcase “Cost Budgeting”. This new showcase has got now two more very interesting features:

  1. The dimension tree has two parallel branches, one for the cost planning and another one for the invest planning
  2. Depending on the element selected (from the dimension tree) the data entry sheet changes dynamically

You`ll find in the next two items more about these special new features. Again, we want to thank one of our highly motivated early adopter users who had again really good ideas for this usecase and showed us that it was quite easy to realize this. 🙂

(2) New Parallel Dimension Tree

It is now possible to define parallel branches within the dimension tree in order to realize scenarios like the “Cost & Invest Planning” showcase:

It`s quite easy to define – simply use different element names in the top level field of the dimension tree definition table:

(3) Web Client: New “data1_CurrentSheetVisible” Parameter

How is the “automatic sheet change” realized?

Basically it`s very simple: just define a cell with the named range name “data1_CurrentSheetVisible” and write either 0 or 1 in this cell:

  • 0 = invisible
  • 1 = visible

Then replace the value by a formula to control the visibility of the right sheet(s). From our point of view there are at least two major fields of applications for this parameter:

  1. Element (type) based visibility = depending on the selected element (type) more or less sheets are visible
  2. User based visibility = depending on the logged in user more or less sheets are visible

Please be aware that in many cases it will be necessary to refresh all sheets at once with the Sync Sheets READ parameter in order to deliver a smooth change between the sheets.

(4) Web Client: New “data1_CurrentUserKey” Parameter

Another new (optional) parameter is the Current User parameter. Define a named range called “data1_CurrentUserKey” and you will get delivered the name of the current user into your workbook. Use it just to display it in your workbook …

… or use it to implement user-specific calculations, sheet visibility rules (“Object level security”) and many more.

(5) Web Client: New Warning on Sum Level

Since it is not possible to writeback data on a sum level you will get a warning if you type in data into your workbook when a sum level node is selected in the dimension tree:

(6) Web App: New Table Filter

We have replaced our old table filter in the Web App which was a little confusing and not very powerful. You`ll find the new table filter when you activate the filter in any table in the Web App:

(7) New Capacity Pricing Tiers

We are happy that we can offer now capacity based pricing tiers and therefore deliver a “performance boost” for applications which need computing power. Furthermore we make transparent that our default databases – both shared or dedicated – run with a 5 DTU SQL Azure Database.

It is very important to emphasize that with every change in our pricing tiers all our existing users – both free and enterprise – keep their conditions for lifetime. So your conditions only can get better and never get worse.

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. 

And: stay healthy!