Adaptive Suite 2016.2 Release Notes

ADAPTIVE PLANNING

IN-SHEET VISUALIZATIONS AND SPARKLINES

With these two exciting new features, Adaptive Planning users can visualize their standard sheet data in a whole new way. In-Sheet Visualizations (available only to Discovery users) enables a graphic representation of a range of selected cells on standard sheets with a single click. Users can add comparison versions and accounts, save the chart as an image for sharing, and publish charts to Discovery dashboards.

With the Sparklines feature, account trends can be viewed as a line or bar chart on standard or cube sheets. Users can also enlarge Sparkline charts for a closer view and change values simply by dragging one or more data points on a line chart.

IMPROVED STANDARD SHEET ADMIN, MODEL SHEET BUILDER, ALLOCATION RULES, AND AUDIT TRAIL PAGES

We redesigned the Standard Sheet Admin, Model Sheet Builder, Allocation Rules and Audit Trail pages with a cleaner look that no longer requires the use of Java applets.

PROCESS TRACKER NOTIFICATIONS

Process tracker functionality will be expanded with the ability to send task notifications. Email notifications can be sent to users once a task has been assigned or unassigned or when workflow tasks are created

PRINTABLE VIEW FOR MULTIPLE VERSIONS ON SHEETS

In the 2016.2 release, we are expanding the printable view functionality to standard sheets when Multiple Version on Sheets is enabled and configured. When the printable view icon is clicked, an Excel worksheet will be generated to show all data (including configured additional versions) displayed on the sheet.

VIEW ACCOUNT DEPENDENCIES

Lists the location(s) where an account in question is used or referenced in Adaptive Planning and Consolidation so that the impact of editing or deleting account is clear.

ANNOUNCEMENT PAGES NOW PERMIT MORE FILE TYPES

We’ve enabled the Announcement Page to accept all Office doc types, PDFs, and all image types. Also, administrators can create announcement pages using customized style sheets


ADAPTIVE INTEGRATION

DOWNLOAD OUTPUT OF A PLANNING LOADER

Data designers using the Planning Loader will be able to download the output of a loader without actually importing data into Adaptive Planning. Using this option, data designers will be able to validate the data before importing it into Planning.

MAPPING PROFILES

Data designers can create mapping profiles within Planning loaders to address the needs of managing mappings from different source systems.  Different planning loaders can share mappings by linking to the same mapping profile.

UPLOAD/DOWNLOAD MAPPINGS IN PLANNING LOADER

With the 2016.2 release, data designers will have the ability to bulk upload account, level and dimension member mappings onto the Planning Loader. They can also download account, level and dimension member mappings into a spreadsheet.

ERASE DATA

The Planning loader now exposes options to erase GL Accounts, Custom Accounts and Cell Notes as part of an actuals data load. These options are available to data designers who configure the planning loader as well as all users who have access to the task containing a Planning loader.

BI -DIRECTIONAL DATA TRANSFER

Used in conjunction with Adaptive’s Pentaho Kettle plug-in, implementers will be able to write Kettle scripts that can export data from Adaptive Planning into the underlying source system.

BATCH EDITING OF STAGING COLUMNS

With the 2016.2 release, we are making it easier for data designers to select multiple columns for importing data onto the Planning Loader. A new pop-up window will allow designers to quickly select (and deselect) the staging columns to be imported.

INCLUDE SOURCE INTERNAL IDS AS PART OF MAPPING

Data designers have the ability to map source internal identifiers to planning entities. They can also optionally include source display columns to facilitate the mapping process.


ADAPTIVE DISCOVERY

PRINTER-FRIENDLY DASHBOARD EXPORT

We have updated the snapshot feature to produce a printable view of an entire dashboard. Prior to the 2016.2 release, Discovery snapshots would produce only one dial per page. This made it difficult to view and share an entire dashboard. In the 2016.2 release, all dials within a dashboard can be displayed on one page and the end user has the option to specify the page size of snapshot.

ADAPTIVE DISCOVERY APP FOR WINDOWS MOBILE

We are releasing our Adaptive Discovery app to Windows Mobile users. Discovery Enterprise users can access their data in a visual manner from anywhere in the world via their smartphone. The app is available for download on the Windows app store.

SUPPORT FOR LEVEL AND DIMENSION ATTRIBUTES

Support for attributes has been extended to Discovery Professional. Users will be able to filter, group and expand data sets using level and dimension attributes.

EXPANDED END USER CONTROL FOR CIRCULAR GAUGE AND METER CHARTS

In prior releases, we expanded end user control of data and chart setting editors for Bar and Line charts. With the 2016.2 release, we are extending the update to Circular Gauge and Meter charts. You will be able to change the gauge and meter layout, style, scale, labels, zones and more.


ADAPTIVE OFFICE CONNECT

CELL EXPLORER

We added the Cell Explorer feature to OfficeConnect. Users can launch Cell Explorer from an intersection within OfficeConnect and ultimately drill back into the Adaptive Planning sheet where the value was entered.

EXPANDED REFRESH OPTIONS

Users can refresh individual selections of columns or rows, or a group of sheets within OfficeConnect

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