New ReportWORQ Office365 Excel Addin for Reporting – Beta Release

We’re excited to share that we’ve established a new vendor partnership to help bring support for over 250 new datasources to ReportWORQ. This release marks the first wave of integrations, which includes connectivity to Microsoft Dynamics, Excel (as a database), HubSpot, Jira, NetSuite, PowerBI XMLA Data Sets, SAP Hana, SmartSheet, and SnowFlake. To enable users to report on data from these sources in Microsoft Excel, ReportWORQ now has a new Reporting module where ReportWORQ users can configure connections to these datasources and then import refreshable and parameterized queries into Excel workbooks using our new ReportWORQ Office365 Excel Addin for Reporting. This functionality is brand new, so anticipate seeing updates to Authoring and the documentation over the next few releases.

Release Notes

5.0.0.77 - 10/10/2024

Passed 1236 Integration & Regression Tests

New ReportWORQ Office365 Excel Addin for Reporting – Beta Release

ReportWORQ now includes an Office365 Excel Addin published in the Office365 Marketplace which can be used to create Excel reports from the following datasources: Microsoft Dynamics, Excel (as a database), HubSpot, Jira, NetSuite, PowerBI XMLA Data Sets, SAP Hana, SmartSheet, and SnowFlake.

This functionality is currently in preview and will improve over the next several releases. Documentation updates for ReportWORQ Reporting will be posted by the end of October.

Enhancements

Added a Category column to the Audit Log.

Added support for Rest API TI process bash scripts for Planning Analytics instances in a Linux environment.

Support for dynamic Excel images using Named Ranges and Picture Frames.

Added support for TM1 formulas TM1PRIMARYDATASOURCE and TM1PRIMARYDBNAME.

Added support for using Parameter Worksheet locations with multiple cell locations or pivot table fields.

Added functionality to permit suppressing all worksheets in a source report.

Contribution Enhancements

Added the ability to export and distribute finalized contribution forms from the Campaign Dashboard.

Contribution users can now export Input forms regardless of status or ownership.

Remove formulas when exporting Contribution Input Forms for Approvers and Administrators who do not have edit permissions.

Added the ability to interact with the Contribution Input form Preview from the Excel Add-in.

New Contribution formula – RW.LIST to display a dropdown list in a contribution form.

New Contribution formula – RW.CHECKBOX to display a checkbox in a contribution form.

New Contribution formula – RW.ALLOWEDIT to allow users to modify non-input cells in a contribution form.

New Contribution formula – RW.BLOCKEDIT to block editing for calculated input cells in a contribution form.

Fixes

Fixed issue exporting data to IBM Planning Analytics from the Contribution Campaign Dashboard view.

Fix for Contribution Submit trigger not working.

Fix for Contribution Export to Planning Analytics failing on a workflow event if the cached connection becomes invalid.

Fix for Audit Log scroll missing bar when zoomed in

Fix for Test feature not working in the Job Editor when Parallel Job Execution is set to 0.

Fix for PA connections with multiple auth configs and when using mode 2 auth was showing a missing bearer token error message.

Fix for Load Balancer Folder Filter issue.

Fix for Conditional formatting name references breaking in combined workbook output.

Fix an issue with column sizing in the burst sets edit view.

Fixed issues with RWWORKSHEET_ID related to upgrading from v5 from v4.