Quantrix Modeler Changelog

What's new in Quantrix Modeler 24.1.0.20240412

Apr 18, 2024
  • Improvements:
  • If you need to change a Data Import Salesforce URL, you can now easily do so using the new Edit pencil button in the Configure Salesforce Import panel (QM-25604). Clicking the Edit pencil button locates your pointer to the end of the current entry in the Connect field so you can change it.
  • In Data Import > Text import, the Advanced Encoding section now defaults to UTF-8 file encoding, and the drop-down option for ASCII, which in practice defaulted to the OS file encoding, has been removed (QM-25698). Existing ASCII selections are converted to UTF-8 file encoding.
  • In Data Import > Text import, if you click the Advanced link, there is a new drop-down selection for Region called "Default". If you choose the Default Region selection, your selections in Settings > International are used (QM-25698)
  • QDK Changes:
  • The interface IProvidesViewerComponent has been deprecated and will be removed in a future release (QM-25702)
  • Significant Fixes:
  • When models are opened that have the legacy numbers rather than dates, Modeler does or does not convert the numbers in the cells to dates according to the following rules implemented in 24.1 (QM-25708):
  • Numbers in cells are converted to dates if:
  • The number format of the cell is a date format in every matrix view of the matrix;
  • The cell is calculated by a formula using a function that returns a date (date, datevalue, time, timevalue, timelinedate, today, now, edate, eomonth)
  • The cell value is calculated from a cell that has a value that will be converted to a date by either #1 or #2 above
  • Important: If the cell value calculation is based on non-date cells, the cell value is not converted to a date even if the cell format is a date format. If the cell value is formatted as a date in one view and as a number in another view, it is not converted to a date unless it meets #2 or #3 above. Instead, an explanatory dialog alerts you by displaying the matrix names that contain the cells, and the message suggests you enter dates manually if desired.
  • Charts render correctly and consistently, and the size of the bars (including error indicators) are now fully visible within the chart (QM-25425, F0140225)
  • Legend Item selections in the Format Toolbox now correctly show the formatting options available to that selection (QM-25682, F0145851)
  • Messaging is improved regarding formatting of data types: numbers formatted as dates, and dates formatted as numbers, now display a warning icon in the cell and if you hover over the icon an explanatory message displays (QM-25621). Similarly, if dates or times are formatted with time zones, a warning icon displays and if you hover over the icon a message displays explaining that local date or time values should not be formatted with a time zone.
  • When using the Check Out Qloud Model dialog's search, searching on certain special characters in the search box no longer causes an exception (QM-25563)
  • In models containing hundreds of views, models no longer lock up when using the toolbar Model Browser drop-down arrow, and the drop-down list stays within the model window (QM-25511)
  • Memory is appropriately released during model processing (including Undo/Redo and other operations), and no longer results in high memory usage (QM-25612, F0142737)
  • When using soft recurrence (e.g. [~NEXT]) and referencing a category that is not in the matrix, an exception no longer occurs and an error message displays "Invalid recurrence along" with a reference to the category (QM-25609, F0138469)
  • When a user doesn't have permissions to edit a Date or List constrained cell, or when a cell is a calculated cell, the Date constraint icon or List constraint drop-down arrow no longer appears (QM-21232)
  • In Format Toolbox > Number > Date Time, the Show Time Zone formatting option cannot be selected unless you choose both Date and Time formats because both are needed to support a time zone offset (QM-25560)
  • Hyperlinks in cells no longer sometimes appear pixelated and now render smoothly like other text (QM-25433)
  • Text in print headers containing descender letters like p, q, g, j, y no longer cause the print headers to be cut off (QM-25603, F0133862)
  • When using Category Item Generation, if the range is deleted and then manually recreated, the Save button is now enabled (QM-25659, F0142284)
  • When using Data Import to import a text file of double or integer data types, selecting the aggregate function Minimum or Maximum when there is no data to summarize now correctly returns empty (QM-25674, F0145286)
  • Permissions management is improved and Qloud model checkouts save and close successfully (QM-25692)
  • When using the spacebar to toggle the state of a selection of cells that are constrained to boolean, cells that are collapsed or hidden but are part of a cell selection are no longer included in the spacebar toggle action (QM-25660)
  • When accessing the right-click popup menu on a canvas object after using canvas zoom, the right-click popup is no longer incorrectly offset from the object (QM-25679, F0145506)
  • Cell widgets now bind correctly to the appropriate canvas location and persist when the item or binding is moved or when items are added (QM-25656, F0145399)
  • An exception related to solver configurations using Min/Max and Undo no longer occurs (QM-23994)
  • An exception should no longer occur related to using Undo with item additions or deletions where the items are referenced by a formula (QM-25622)
  • An exception no longer occurs related to opening and closing multiple open models (QM-25610, F0142517)
  • An exception should no longer occur when using the Show Model Browser drop-down from the toolbar (QM-25363)
  • Models containing expressions with select statements no longer show errors and open and calculate correctly (QM-25623, F0142768)

New in Quantrix Modeler 23.2.2.20240213 (Feb 24, 2024)

  • Models containing expressions with select statements now open without errors.
  • An exception should no longer occur when opening a model in the Quantrix Labs Experimental UX and moving the mouse.

New in Quantrix Modeler 23.2.0.20230809 (Aug 10, 2023)

  • Word Wrap will continue to wrap text and automatically adjust row heights when models are published to Qloud, and text will remain visible when matrices are exported to PDF reports. However, Qloud users cannot apply or remove Word Wrap.
  • In order to make all characters visible Word Wrap may force breaks in the middle of long words or hyperlinks. The only time Word Wrap causes breaks in long words or hyperlinks is when the word is too long to fit on its own line.
  • Removing Word Wrap removes row height adjustments that may have been previously set by Word Wrap.
  • If you use non-standard fonts, it is possible the content may wrap with incorrect line spacing and padding when viewed on Qloud.
  • Word Wrap disables Auto-size width for the entire view if you have enabled it (Options/Preferences in Modeler > Matrix).
  • Word Wrap respects any user-set row heights as the minimum below which it should not shrink.
  • When Word Wrap calculates the required row height, it considers the values in filtered, hidden, and collapsed items. Therefore, row heights may appear larger than required to accommodate currently visible values.
  • Changes to row height, column width, text value, or text format cause Word Wrap to recalculate, as can moving a category, pasting data, and performing data operations. Therefore, excessive use of Word Wrap for large matrices may render more slowly.

New in Quantrix Modeler 23.1.0.20230512 (May 16, 2023)

  • Improvements in Modeler Version 23.1.0:
  • Modeler's Constrain Input Boolean is improved so that you can now set a default value, initialized to true or false, or the corresponding display type equivalent (QM-25019). Cells with empty values to which the constraint is applied will be initialized with the default value and old cells will retain the values they had (QM-25037). The default values will also be applied to newly created cells in the constrained range. See the related Known Issue for exceptions (new cells created by adding a category via linking).
  • Another Constrain Input Boolean improvement is that for non-checkbox Booleans (True/False, 1/0, Yes/No, or Custom), you can now toggle cell values more quickly, while still
  • Being able to easily select them (QM-24902). Hover over the right side of the cell, and a check box appears. Click the check box to toggle the value (which will not select the cell) or click the cell contents to select the cell.
  • The Smart button feature is improved with the addition of the Open Perspective button. Use this new Smart button to place Open Perspective buttons on canvases and associate each button with a perspective to open (QM-25024). As with the open canvas smart button, the open perspective button won’t lose the association to the perspective with which you associate it even if the perspective is renamed. Unlike canvas navigation, perspective navigation does not yet have a concept of “previous” or “next” and you may experience unexpected behavior when canvas and perspective navigation are used together. Please see the Using Smart Buttons & Scripted Buttons help topic for more.
  • Another Smart button improvement is the ability to filter in the Edit Button dialog for Open Canvas, Open Perspective, and Custom Script lists to easily find what you need
  • Modelers can now put all canvases in a model in Interaction or Layout mode with one click (QM-25026). Once you've built a canvas, choose Interaction mode and all canvases in the model will be in Interaction mode unless or until you change the mode. Likewise, if you choose Layout mode, all canvases in the model will be placed in Layout mode provided permissions are adequate. This behavior will be true both for newly created models and existing models that you open in this version. Note that canvases in existing models are set to Interaction mode if any canvas in the model is in Interaction mode at the time of the last save.
  • Another canvas improvement is the addition of the Alignment and Distribution right-click options to the right-click context menu when you have multiple canvas items selected
  • To support improvements to canvas scripting and the scripting api, two new objects, selectedCanvasObject and matrixChartOrTableView, allow you access to a single-object canvas selection or a matrix-like selection (this latter is designed to allow the creation of a modified selection in the matrix, chart or table view the user is working in, whether on a canvas or not) (QM-24950).
  • Per the autocomplete help,
  • MatrixChartOrTableView - The current view if it is a matrix, chart, or table view, or if the current view is a presentation canvas, the current selection on that canvas if it is a chart or table view.
  • SelectedCanvasObject - The current selection if it is a single canvas object.
  • Significant Fixes in Modeler 23.1.0:
  • A Data Import Update error no longer occurs when importing data from Redshift database columns containing boolean datatypes (QM-24822, F0132207). Please see related Known Issue.
  • In Data Import, when a filter uses an expression that refers to a range of values where some of the referenced cells are empty, an erroneous warning message no longer occurs (QM-25169)
  • In Data Import, when you use a filter qualifier, large integers in the Value field no longer show decimal places in the qualifier pane or qualifier pick list (QM-24992, F0134118)
  • Stored credentials are no longer cleared after exiting a model that performed a DataPush via a performWithAuthentication script (QM-25012)
  • When updating a DataLink on Qloud that was configured to import a text file and skip rows and/or columns, all data that should be imported on Qloud is imported (QM-25088, F0135196)
  • An exception no longer occurs in Data Import when you bring data into a data matrix using a filter qualifier with a pick list (QM-24344)
  • An exception no longer sometimes occurs when changing the data source (such as from a URL to a csv file) (QM-24055)
  • User feedback when running scripts, regarding script messages and script progress (percent complete) is improved and is more accurate in most script operations (QM-25016, F0134596)
  • The Constrain Input Boolean checkbox behavior in matrices is now consistent with canvas check boxes regarding empty cells and non-numeric cells and whether the check boxes appear selected (QM-24854)
  • When a cell can't display all the data in it, and Auto-size on cell, item and format changes is not enabled (via Tools > Options/Preferences > Matrix settings), right-clicking in the related item and choosing Row Height > Auto-Resize now resizes correctly (QM-25173). Undo and Redo are available for these actions.
  • Remove(), removeAll(), or clear() no longer show in the autocomplete for formula selections (for example, |Matrix1::Formula::| and |Matrix1::Formula::1-3|) (QM-25098,F0135725)
  • Formula and FormulaSelection (like |Matrix1::Formula::| and |Matrix1::Formula::1-3|: allow both delete() and deleteWithoutClearing()), to clear formulas via scripting
  • Single formulas (e.g. |Matrix1::Formula::1|): allow remove() and clear() actions (but not delete with or without clearing)
  • A formula list from a matrix (|Matrix1|.formulae) and a groovy list version (|Matrix1|.formulae.asList()): allow remove() and clear() actions (but not delete with or without clearing)
  • Better error messages display when clear() and remove() on lists is not supported
  • A canvas layout permission error no longer occurs involving legends laid out with a 1-pixel width (QM-25114,F0135802)
  • Filtered canvases no longer sometimes render incorrectly when you change the filter criteria (QM-25172, F0136377)
  • Next / Previous navigation no longer sometimes opens the wrong canvas when used in conjunction with opening a perspective (QM-25132)
  • Multiple login pages no longer appear when you open a local Qloud model when logged out (QM-24774)
  • Reconfiguring timelines in a model containing formulas in other matrices that use non-overlapping timelines no longer throws an error (QM-25189, F0136508)
  • Errors that sometimes occur when saving models show a meaningful message explaining that there was a problem saving the file and suggesting you try saving again or try saving to a different file (QM-25167)
  • An exception no longer sometimes occurs related to copy and pasting canvases with line end points that point to cells, items, categories or charts (QM-22330)
  • An exception no longer occurs when resizing items in certain scenarios involving hide empty rows and columns (QM-24885)
  • An exception related to logging in to the Qloud in certain scenarios involving saved basic credentials for the Qloud and the Qloud being set to use OAuth, should no longer occur (QM-25038)
  • Exceptions should no longer occur in certain situations involving using undo in the permissions panel followed by deleting or renaming the permission-relevant objects (QM-25109)
  • An exception no longer occurs when a formula is deleted in the Problems pane and the matrix containing the formula has been deleted: a Delete Formula error displays (QM-25107)
  • Known Issues in Modeler 23.1.0:
  • Update Data Import will sometimes fail when trying to aggregate the boolean type because the aggregation operators sum, average, min and max are not supported in many databases for booleans. Aggregation of boolean data types is supported only by Count. If booleans are needed, consider using an all rows query (QM-24822)
  • New cells created by adding a category or by linking will not get the default values you have set for the boolean constraint.
  • Salesforce Push Data: You can't push fields that are relations to other tables in Salesforce. For example, the owner.name field in an Account object is a relation to a User table and cannot be pushed.
  • Currently the canvas scripting selection object matrixChartOrTableView does not work for a selected chart's data view on the canvas.

New in Quantrix Modeler 22.2.1.20230117 (Jan 24, 2023)

  • Improvements in Modeler Version 22.2.1:
  • When using Boolean constraints, canvas toggle widgets tied to cells behave in a consistent manner with canvas checkboxes tied to cells: If tied to an empty cell, or a cell whose value is false (or a cell in an error state) they are off (false), otherwise they are on (true) (QM-25095)
  • Significant Fixes in Modeler Version 22.2.1:
  • Saved credentials are now correctly retained in the model when running DataPush via a script (QM-25117) On canvases with Boolean check boxes, the checked vs. unchecked state of cells now reflects the same correct behavior of matrices with Boolean check boxes (QM-25074)

New in Quantrix Modeler 22.2.0.20221103 (Nov 14, 2022)

  • Improvements:
  • Quantrix is pleased to introduce major usability improvements in 22.2.0.
  • The Quantrix Modeler update process includes a major improvement with 22.2.0: Update checks will automatically and seamlessly check the Enterprise Qloud server version using your Qloud URL, and will only update Modeler if your Qloud version is compatible (QM-24265). The new update process resolves the scenario where users update Modeler and then receive a message that the Modeler and Qloud versions are not compatible. In the case where the Qloud URL cannot be reached or does not support the update URL, it will attempt to use the legacy update URL to process updates.
  • Item Filters:
  • A new and powerful feature, the Item Filter, lets you quickly search, hide, and show, items or groups on a category (QM-24814). This filter control is complementary to the existing filter capabilities, which are now re-named Cell Filters, where their respective names indicate the type of object to be filtered.
  • The Item Filter icon displays on a category when you hover over it, and when clicked, pops up the new item filter tree. In the tree, you can collapse and expand groups and check or un-check items to hide them from the active view. Items filtered in this way will only be hidden in the current view: other views, including those with a linked category, will not be filtered.
  • If items have been filtered, the filter symbol remains visible on the category tile, and also appears in the view tab and model browser. If no items are filtered, the filter symbol is visible only on hover. Please note this “filtered” symbol replaces the collapse symbol and is shown when items or groups are hidden, collapsed or filtered (QM-24863). Note that Collapse actions are still available and haven't changed: only the symbol used to represent collapsed data has changed to make the meaning more clear.
  • Using search in combination with grouped check boxes in the item filter tree can easily hide a large number of items or groups that match a pattern. Simply type the pattern to match item or group names, then uncheck a box in the tree (including the top most check box if desired) to hide only the matched items below that level in the tree. This results in only unmatched items being displayed.
  • Item filters can be used in any axis of any view, including views, charts, canvases and in filter trays, provided the user has filter & sort permissions. If a filtered category is placed in the filter tray or filtered while in the tray, the effect is to remove the available selections in the drop down list.
  • To dismiss the item filter tree and keep your changes, click anywhere outside it. To dismiss and discard your most recent changes, use the escape key from within the tree, or use Undo outside the tree.
  • It is now possible to filter selected items in the right-click context menu. A new Filter Items option allowing you to Hide Selected, Hide Unselected, and, provided an Item Filter is already applied, Reset Filter (QM-24906). See image below. Items or groups filtered in this ad hoc way can also be inspected and managed in the Item Filter tree.
  • Some Data menu options and right-click item filter context menu options, related tooltips and action names have been updated to better differentiate the several filter features that Modeler offers (such as the data import filter, category item filter and filter tray filter) (QM-24874). Some related right-click menus have been condensed and rearranged, with their action titles improved for clarity and ease of use. For example, with an item selected, the right-click action name is Filter Cells and the filter cells pane that displays when you select Filter Cells is titled Edit Cell Filter.
  • Below shows some options from a right-click item context menu:
  • An improvement to categories is that the category tile format and category Item Filter are included when you drag and drop a category on a new matrix to link, copy or replace a category (QM-24878). Note that although Item Filters are copied when the category is initially moved, as mentioned above, they are independent for each view. Note also that if you use the right-click context menu from a category to Copy, the category tile format and filter are not copied.
  • Some Data menu options and right-click item filter context menu options, related tooltips and action names have been updated to better differentiate the several filter features that Modeler offers (such as the data import filter, category item filter and filter tray filter) (QM-24874). Some related right-click menus have been condensed and rearranged, with their action titles improved for clarity and ease of use. For example, with an item selected, the right-click action name is Filter Cells and the filter cells pane that displays when you select Filter Cells is titled Edit Cell Filter
  • Smart Buttons for Canvas Navigation and Update Data Import(s):
  • Quantrix Modeler 22.2.0 includes new “smart buttons”, that will reduce the time qzto build model-based applications. (QM-24872). In canvas layout mode, when you click the Add Scripted Button on the Canvas toolbar, the Edit Button dialog now includes new pre-configured options for canvas navigation and updating data imports. These smart buttons do not require the user to write scripts, but the Custom Script > Script Button is still available if you want to write buttons with custom scripts.
  • The smart buttons are described below.
  • Canvas Navigation Smart Buttons
  • App builders can place preconfigured buttons on the canvas that allow a user to navigate to the Next, Previous or a specific canvas. The order and organization of canvases in the Model Browser determines the meaning of “next” and “previous”. If canvases with navigation buttons are in a folder, the nav buttons will move from the active canvas to the next and previous in the model browser folder list, but will not exit that folder. If an app builder re-orders the canvases, the smart buttons will update themselves to use the new order without modification.
  • The “Open Canvas” button can navigate to any canvas, including ones not in a given folder. App builders can use this to create branching scenarios that might move from one folder to the next, where next and previous buttons navigate only within the current folder.
  • Note that these buttons have the additional behavior that they close all other views (but not tool panes), making the application experience immersive and distraction-free. It is still possible to create a button that opens a perspective or opens a specific view, but keep in mind that those will be closed when the next smart button is pressed. It is also still possible to give users permission to perspectives for ad hoc access to model components as before.
  • Data Import Smart Buttons
  • App builders can place buttons that refresh all or selected matrices based on data imports (QM-24700). Importantly, the user can select if those updates should use Embedded Credentials (as might be used for a service account based import) or not, which would either use a local credential if the app is used in Modeler, or prompt users for credentials, whether that be user/password or OAuth credentials, for e.g. Salesforce. Note that if “use embedded” is selected, but no embedded credentials exist, the query will fail.
  • For navigation, these methods include the following:
  • NextPresentation(), previousPresentation(), closeAllViews() and closeAllToolPanes() and an additional |MyMatrix|.bringToFront() method.
  • For refreshing data imports, these methods include the following:
  • Void updateSelectedImportMatrices(Collection<Matrix> importMatrices)
  • Update a collection of import matrices and refresh all their sources. This will handle ordering the imports and refreshes to ensure that each refresh happens only once and any imports that depend on others will be updated later. If there are calculations involved as well, that will not be taken into account and must be handled manually instead. This requires appropriate permissions and authentication (see performWithEmbeddedCredentials()).
  • Another feature supports canvas navigation from within scripting: you can now select a matrix view from a
  • Canvas using pipe selection on the matrix name, get a list of canvas objects from a canvas, and select cells,
  • Nodes, ranges, and item descriptors using extended pipe selection from a matrix canvas object (QM-24871).
  • For example,
  • |Canvas1::Matrix1::A1|.backgroundColor = "FF0000"
  • Alert(|Canvas1::Matrix1|)
  • |Canvas1::Rectangle2|.text = "{Matrix1::A1}"
  • |Matrix1|.filterTrayCategories.add(|Matrix1::A|)
  • |Canvas1|.filterTrayCategories.add(|Matrix1::A|)
  • Pasting a copied canvas object is improved regarding the pasted location (QM-24911). The copied object is placed using an offset location from the original to make it easier to detect when it makes sense, such as when you copy and paste an object into the same canvas. When you paste into a different canvas, the offset isn't used which makes it easier to create consistent canvases. When copying and pasting objects from a group to a canvas or to a group of a different size, Modeler applies the offset if indicated, and places the paste optimally for current and potentially subsequent pastes.
  • There is now a new Boolean input type as configured in Constrained Inputs (QM-24373)
  • In Data > Constrain Input > Boolean when you choose a cell or item(s) and select Boolean constraint the new Boolean options appear:
  • Users can choose the type of input for the constrained input cell, including the new checkbox method, which allows for fast toggle of the value. Other common Boolean inputs such as “yes/no” etc. plus custom values will show the user a drop down list with those choices. For the check box, users can choose to show the boxes at all times or only on hover, for a cleaner appearance. Boolean constrained inputs can also be based on a formula that resolves to a Boolean but it cannot be empty.
  • Please read more details about the Boolean constrained input in the Constrain Input help topic and please see the related check box known issue.
  • There is also an improved boolean format, which is distinct from the boolean constraints above (QM-24840). In the Format Toolbox, boolean has been moved from its former location under the Number Format > Special drop-down list to be a top-level number format selection.
  • Cells formatted as boolean in this way will display as TRUE or FALSE, where 0 is false, any other number is TRUE, and other text is ignored except that you can directly type true or false in a cell to set the boolean format automatically for that cell. Models containing cells with Number Format > Special > Boolean are converted to Number Format > Boolean.
  • Important Note: Models containing the new boolean format or the new Boolean constrained input will not open in older versions of Modeler
  • All cell formatting actions (for example, font styles, number formats, colors) that you make using the top level menu, the toolbar, right-click, or format toolbox, now include a Cancel button on the progress panel to roll back the formatting action in progress (QM-24839).
  • The canvas toolbar displays only if the user has permissions to lay out the canvas (QM-24274). This improvement eliminates potential confusion for users who don't have canvas layout permissions, and it results in a larger viewing area in interaction mode.
  • Signing into Salesforce using OAuth is now possible in addition to the previous method of signing in with a user name and password (QM-24580). This capability is distinct from Single Sign-On, but related. It is common that when an organization configures their Salesforce domain to use SSO (for example with Azure AD), they might also disable username and password access. Such a configuration would then make OAuth the only allowed method of connecting to Salesforce data. If the Salesforce instance does still allow username and password access, Quantrix can use either authentication method, which can be especially useful for service accounts using embedded credentials in a script. However, the older method is restricted to query Salesforce table objects.
  • The new Salesforce access via OAuth allows importing Salesforce reports (which are distinct from Salesforce Tables and other objects) (QM-24098). In Data Import > Salesforce you can now select from a list of recently accessed reports in addition to the raw tables. This list can contain up to 200 reports, and can import the data on either a detailed or aggregate level depending on the type of report. The imported data is displays in the Data Import data tree as usual for further configuration. Please note that a user must actually access a report while in Salesforce for it to appear in the recently accessed list! Quantrix does not support Multi-block report formats.
  • A new Data Import feature lets Modeler users with Data Import permissions hover over any Data Import on the data matrix tab, or in the Data Browser over the query, to see the date last updated once the import has been initially populated or updated (QM-24698).
  • You can also use a new scripting method, matrix.lastUpdated(), to return the date last updated using a script.
  • Performance is improved when selecting a large number of cells (many thousands) and changing cell formats, in a large sorted matrix with multiple categories (QM-24460).
  • Calculation script methods have been consolidated and replaced by one new calculation script method, calculateNow() (QM-24809). Calculation is always turned off during the execution of a script and is automatically triggered if needed when the script finishes, so calculateNow() is needed only if the remainder of the script itself needs the newly calculated values. calculateNow() always refreshes intermodel formulas.
  • To reduce confusion and promote the use of improved methods, deprecated methods such as refreshAllDataImports(), performWithAuthentication(), recalculate(), recalculateAll(), ensureCalculated() and potentially others will no longer be displayed in scripting's context-sensitive autocomplete help (QM-24838). Scripts containing these methods will still function correctly.
  • The documentation for using performWithEmbeddedCredentials() in scripts has been improved both at the online scripting reference, https://quantrix.com/help/scripting/index.html, and in the Scripting Examples webhelp (QM-24807).
  • A formula usability improvement allows you to write a recursion formula for categories more easily (QM-24829). Any category name you enter on a new formula line followed by an equals sign is interpreted as the beginning of a recursion formula (i.e., Modeler interprets "CategoryName =", as CategoryName[THIS]). You don't need to enter [THIS].
  • Simply add the recursion statement on the right side of the equals sign. For example, CategoryName = CategoryName[PREV] + 100, or Quarter = Quarter[PREV] + 100.
  • A usability enhancement allows you to fill cells using a formula, and then delete the formula without deleting the cell values, leaving editable input cells (QM-24761). Access this feature by right-clicking in the formula line (or select multiple formula lines and right-click). From the right-click context menu, choose Delete without Clearing (note the hover text for the option: "Delete formula(s) leaving previously calculated values in cells"). Or, you can use Ctrl-delete or Ctrl-backspace to do the delete from the formula line(s). See Managing Formula Fields.
  • Significant Fixes:
  • Exceptions no longer sometimes occur when in line-drawing mode on a canvas (QM-20249, QM-24689)
  • When using the French translation pack an error no longer occurs when publishing to Qloud (QM-24886, F0133565)
  • Exceptions no longer occur in certain scenarios when using Bulletins (QM-24813)
  • An exception related to pasting formatted text into a canvas text box should no longer occur (QM-22685)
  • During Data Import, the import location range is no longer cleared after moving a cell when there is no data item or category in the import matrix (QM-24799, F0132344)
  • A Query Failed error no longer occurs in a data import that has union categories when you try to drill down in a data import matrix to see data, create matrices or create a data source (QM-24833)
  • Disconnect from Data Source disconnects data import matrices with union categories correctly: the matrix is disconnected from the data source, and the data import matrix changes into a regular matrix (QM-24754)
  • If models with scripted buttons were opened in some previous Modeler versions, the buttons assigned to the default button color now correctly use the default color (QM-24788)
  • Please see related Known Issue below, (QM-24854)
  • Items and groups can now be selected by clicking from the right side of the group/item when the summarization button isn't present (QM-24866, F0132804)
  • Cells in a matrix or in a matrix on a canvas now auto-resize correctly when using double-click (QM-24560)
  • When using embedded credentials (for authentication in scripts) from Credentials Manager within Qloud via scripted buttons, embedded credentials errors no longer occur (QM-24891, F0133034)
  • A cell number format entered with more than 2 digits after the decimal point no longer causes the entry to change to 2 digits after the decimal point (QM-24951)
  • Known Issues:
  • The Constrain Input Boolean checkbox behavior in matrices is not consistent with canvas check boxes regarding empty cells and non-numeric cells and whether the check boxes appear selected (QM-24854).
  • Qloud users of version 21.2.2 and 22.1.2 whose canvas button backgrounds were set to transparent have those backgrounds reset to the default button color (QM-24788). If you set the button color back to transparent, it remains transparent.
  • Currently, Salesforce Multi-block Reports are not supported in Salesforce data imports (QM-24938). If you select a Salesforce report that is multi-block, a message displays explaining that the multi-block format is not supported.

New in Quantrix Modeler 21.2.2.20220308 (Mar 15, 2022)

  • Improvements:
  • Quantrix scripting already has great contextual access to properties and methods (just hit CTRL+Space while in the script editor), but for those who want a more comprehensive view, and to see what's possible outside of Modeler, we now offer a complete online reference (QM-24430). The new documentation is easy to use and navigate, with user concepts linked to their respective methods and properties. For example, if you click "Category", you will see all available methods for every class, and if you click one of the classes, such as for Category background, or font style, more information displays. If you click on an entry that is covered in the Groovy documentation, or is a Java type, we conveniently link you to those respective external sources of documentation. Please visit the new scripting documentation.
  • Scripting is improved with the ability to determine the current role that is available for a scripted action (QM-24564). This is done using a new read-only property “role”, which returns a String with the currently logged in role name.
  • Significant Fixes:
  • An exception no longer occurs when editing a database source configuration and switching between data source types (QM-24464)
  • An exception no longer occurs in Data Import when issuing certain standard custom SQL statements against an Oracle database (QM-24517).
  • An exception no longer occurs when copying/pasting sorted Item Descriptor selections (QM-24508)
  • Dependency Inspector now evaluates formulas containing #AND#'s and #OR#'s correctly when hovering over a formula line segment and no longer includes values following a comma after the segment (QM-24523 CLOSED , F0129210)
  • Certain errors no longer occur when changing matrix structure, such as when deleting categories in complex models (QM-24493)
  • An exception no longer occurs in models that have canvases with scripted buttons when opening and closing those canvases and changing between the perspectives (QM-24514)
  • Canvases with snapped horizontal matrices adjust correctly to retain/reflect the correct spacing when reopened after a change is made (QM-24431)
  • When you select a scripted button on a canvas and set the Background Fill color to None, the transparent background effect is correctly retained after you save and reopen the model (QM-24543). Note that a transparent background on the scripted button will not show a rollover or pressed effect.

New in Quantrix Modeler 21.1.3.20210910 (Oct 6, 2021)

  • Improvements:
  • Quantrix no longer fails to load when installed on a Mac on which Quantrix was
  • not previously installed (QM-24359, F0125574)

New in Quantrix Modeler 21.1.0.20210608 (Jun 29, 2021)

  • Improvements:
  • Modeler includes a new top-level menu option called Community that includes the new Bulletins feature described below, and two options that had been under the Help menu: Ask a Question (the forum), and Support Portal.
  • Quantrix introduces a new feature called Bulletins that lets you see Quantrix news about product updates, features and perks from within Quantrix Modeler by clicking a small bell-shaped icon in the taskbar (QM-24123)
  • The green Bulletin icon is a notification of unread bulletins that you can view by clicking the icon or clicking the menu option under Community > Bulletins. The number of unread bulletins displays when you hover over the icon and also shows next to Community > Bulletins. If there are no unread bulletins, the bell icon is a faded blue color.
  • In the Bulletins toolpane, the bulletin titles are bold (meaning the bulletin is unread) or not bold (read). Click Mark All Read in the bulletins toolpane to mark all messages as read, and use the toolpane check box to choose if you want read bulletins displayed. Although bulletins expire automatically, you can right-click and delete them if desired
  • Format painetr has been improved, and reduces the steps involved while adding functionality QM-24147:
  • Select the base cell (the cell whose format you want to copy)
  • Click the Format Painter toolbar button once if you want to apply the format once as a single paste action
  • The cursor changes to a Paintbrush icon
  • Click to select the target cell(s) and release to paint
  • You can now engage Format Painter mode for more than one paste action:
  • Select the base cell
  • Double-click the Format Painter toolbar button and the toolbar button is outlined to indicate the painter is "locked" in paint mode
  • Format Painter continues to apply the paint format to any cells or ranges you select until you turn it off by clicking the Format Painter button or by pressing Esc
  • Quantrix Modeler navigation between categories and items has been improved for usability, so that you can use Tab to move from a selected category to go to the first item. Use Shift + Tab to move back from an item to the category, in both matrices and charts (QM-24095).
  • When you rename a default category name, provided you haven't changed the default item name for that category, the item name(s) are automatically renamed to match the category name. For example, for a new matrix with the default category named "A", if you rename category "A" to "Products" the associated item is automatically renamed to "Products1" from the default name of "A1". If you have category "A1" with multiple items (A1, A2, A3, A4, etc.) and you rename category "A" to "Products", all items are automatically renamed to "Products1, Products2, Products3, Products4, etc.). This improvement makes it easier to rename multiple categories and immediately see which items belong to which categories (QM-24091)
  • Users who use have created a plugin or have been provided with a plugin for use with Quantrix Modeleler can now easily manage plugins from the Tools (Preferences) > Manage Plugins option (QM-24100). A plugin is a custom code
  • 5package in the form of a .jar file that is designed to work with Modeler and has been verified as safe and as working correctly by you or your plugin provider.
  • Messaging is improved when publishing a model to Qloud if the Modeler and Qloud application versions differ: "Publish Error: Modeler and Qloud versions differ and are incompatlble. Public Qloud users should ensure their Quantrix Modeler version is up to date using Help > Update Quantrix.Enterprise Qloud users should check with their Qloud administrators to ensure they are on a compatible version (QWC-4149)
  • In Data Import (and DataLink), provided the data source file structure is the same, Quantrix retains the csv & fixed width data source configuration for data types and column labels when users access the data source from a different file location (QM-23201)
  • The Update Data Import process and interface are improved in the scenario where a previously configured non-data import category location no longer exists. The prompt no longer displays that said "Change Data Import Location". Instead, the Data Import will be in error and entering configuration mode will automatically display the broken location in the options pane and you can choose a different location (QM-23889)
  • Data Import's Import > Clipboard now supports using CTRL-V to paste copied delimited text into a Data Import clipboard matrix. For example, you can copy spreadsheet data, open a model, and pressing CTRL-V automatically opens the Import from Clipboard dialog and pastes your copied data to the clipboard matrix. You can also use CTRL-V when there is an empty matrix, or when your focus is on a model browser selection (QM-24096)
  • Formula auto-complete is improved and displays qualified names in the list when different components (such as Item and Group) have the same name: this helps you determine the correct name to select for the formula (QM-23923)
  • The match() function has been improved and now matches explicitly on a NULL value. Match() accepts an empty string as an argument and returns the first index of an empty value in the list. This might be helpful if, for example, you want to use a formula to calculate only the cells that precede a NULL or that are not NULL (QM-24184)
  • Formula deleting has been improved: When you delete a formula using Delete or Backspace, the current formula is deleted and the selection moves to the next formula following the deleted formula (any following formulas are moved up to occupy the rows contiguously) so that you can continue deleting if desired. If there are no formulas following the deleted formula, the selection moves to the previous formula (QM-24156)
  • For usability, newly created List and Category constraints no longer have 'Convert to numeric values' selected (QM-23807)
  • The online help system delivers significant new functionality and a more modern design. New capabilities include improved search and search result navigation with highlighter control, and enhanced topic actions such as favorites, sharing, emailing and printing
  • For ease of use, a new option is available on the model tab's right-click menu to rename the selected view
  • An MSI installer for installing Quantrix Modeler on Windows is available upon request. The installer includes supporting files including install and uninstall batch files and driver files (QM-24182)
  • The Java version is updated to the latest Corretto JDK version on both Windows and Mac, to Corretto 1.8_265.
  • Significant Fixes:
  • When a data import matrix contains collapsed rows, new data comes in correctly and is not collapsed (whether it is created by users, or is brought in using Data Import) and is visible (QM-23874)
  • A Change Data Import data location prompt that sometimes appeared for invalid data locations, such as on model open or as a result of a data update script running or deleted locations no longer appears: in these circumstance, better and more informative messaging is supplied (QM-23968)
  • A specific scenario involving database data updates using a performWithAuthentication script should no longer prompt for authentication info (username and password) provided you chose to save credentials (QM-24061, F0122055)
  • Data Import from Snowflake is now supported using the Snowflake JDBC driver (QM-24085, F0121909)
  • When updating DataPush and Data Import matrices that contain linked primary key categories the primary key is correctly retained and used by both data updates (QM-24056, F0121831)
  • When you copy a Data Import matrix that has a filter containing an expression qualifier that references a renamed matrix, reloading or pasting and loading the copied matrix uses the correct, renamed matrix name in the expression qualifier (QM-24081, F0122129)
  • Line and scatter plots now select and display the selection correctly (QM-23883)
  • The rounddown, trunc, round, roundup and percentile functions now work correctly for numbers with leading 0-decimals (QM-24133, F0122862)
  • Expressions in nested group titles and in shapes/text objects nested inside groups now evaluate and calculate correctly when pasted. (QM-20587, F0077001)
  • When using the functions sumif and countif, numbers that are formatted as text are converted to numbers for comparison if the test value is a number. If you want to match a cell value with a string, use quotes (for example, use '24' to match a cell value with the string 24).When using sumif, numbers that are formatted as text are not included in the sum (QM-21030, F0078557)
  • CountIf now recognizes items to count even if they start with characters such as # (for example,#10202): #string will match any error that has message #string and any string values that match #string. (QM-19078, F0067438)
  • Formulas containing certain non-ASCII characters no longer result in the Dependency Inspector omitting formula lines: the formula section of the Dependency Inspector now displays the complete formula (QM-23015, F0094554)
  • The Interpolate Missing Values option for Plot and Statistical Plot charts no longer spans values that come from different series (QM-23935, F0118869)
  • An exception no longer occurs related to category item generation with Undo/Redo when adding/removing or calculating generated items (QM-24134 , F0120239
  • Exceptions no longer occur when invalid arguments are entered in Generate Items and formulas (QM-23939)
  • Calculation performance has been improved from 20.2.0 for deeply recursive models containing a large number of cells and that uses scripted functions in formulas that have deep recursion (QM-23946, QM-23956, F0119344)
  • When saving a model, the Save dialog should no longer show multiple entries for the .model file extension in the Files of Type field (QM-22506)
  • Date and Time fields imported from text files are shown in the correct date/time order regardless of how they are configured (QM-23936)
  • Conditional formatting now overrides settings for cell and notes indicators in Tools > Options > Matrix when the indicators use background colors (QM-24176) When you use background colors, the order of precedence is Solver Cell > Conditional Format > Note Indicator > Cell Indicators > Normal Format
  • Note indicators (triangle icons) and constraint violation indicators (for Value not allowed or Value empty flags) now display in cells containing hyperlinks and images (QM-21788)
  • An exception related to using custom number formats in certain scenarios no longer occurs (QM-20975)
  • An exception that occurred with the Arabic language pack installed, and moving categories to the filter tray, no longer occurs (QM-24022)
  • An exception that occurred when certain constraint ranges and cell coordinates didn't match should no longer occur (QM-23822)
  • An exception that sometimes occurred related to adding shapes to a canvas should no long occur (QM-21670)
  • An exception no longer occurs in some cases while inserting Items multiple times (QM-23901)
  • An exception no longer occurs when using the SQL SELECT DISTINCT command (QM-23891)
  • An exception no longer occurs with primary key categories in certain scenarios, such as when dragging a primary key category from a table view on a canvas to the canvas filter tray, or to a matrix filter tray and hovering over it, or when adding a table to a canvas that has a primary key category in the filter tray (QM-23788)
  • An exception no longer occurs in a very specific scenario involving a matrix view on a canvas in interaction mode, selecting an item and using Ctrl-Z to Undo while the mouse pointer is on the matrix canvas view (QM-21914)
  • When a canvas is closed, and you add or remove items, the snapped matrices now display the changes correctly in the PDF and Print/Print Preview (QM-23871)
  • An exception related to items generated with Generate Items and the use of Undo no longer occurs (QM-24029)
  • Models with intermodel links no longer get an exception related to updating intermodel links when the source file changes, and when using Recalc options with Undo/Redo, with scripts (QM-21724)
  • Exceptions no longer occur in Data Import after updating from the Data Import tab, removing categories and then using Undo (QM-24165)
  • An exception no longer occurs when you are in a data import configuration that references a matrix, and you delete that referenced matrix from the model browser (QM-23620)
  • An error no longer occurs when opening a model that was saved in an inconsistent state (QM-21322, F0080106)
  • Known Issues:
  • Plot charts containing collapsed data may not show legend selections correctly (QM-23918)
  • DataPush and Data Import that use multiple primary keys will not work properly if they share the primary key category
  • When you are using an IME, typing a character when a cell is in focus but is not being edited puts the IME in the upper left corner of the primary screen. Committing text does put the text in the cell, and you can use the IME on the cell. To avoid this scenario, begin your edit by pressing F2.In some cases, using the arrow key when an IME is in use moves the selection and ends the edit.
  • Certain Asian characters in a model's hyperlinks cause the hyperlink to fail (QM-19196)