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2023 Q2 Release Notes

The 2023 Q2 Release Notes document outlines enhancements made to the o9 Platform during February, March, and April 2023, including updates to the Web UI, KPI widgets, and user management features. Key improvements include the introduction of new functionalities for the Interactive Gantt Chart, Pivot/Grid enhancements, and various performance optimizations across the platform. The document is intended for o9 Platform users and details both general updates and specific feature changes, including deprecated features and new capabilities.

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2023 Q2 Release Notes

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Digital Transformation Platform

Release Notes
2023 Q2 Release Notes

www.o9solutions.com
Table of Contents
About the Document 6
Intended Audience 6
About the o9 Platform 7
Enhancements to the o9 Platform 7
General 8
Deprecation (Features Removed in 2023 Q2 Release) 8
Web UI 9
Interactive Gantt Chart 9
Favorites 9
Select Time View 10
Pivot/Grid 12
Column Filter for MDP & Measures When Subtotal is Enabled 12
Multi Criteria for Pre-filter in Scenario Comparison 17
Filter & Measure Control from Action Button 20
Hyperlink in Pivot Table 25
Filter Selection Retained in Grid View of Scope Filters 35
Download Pivot Datetime Data in Local Time Zone 39
Client Side Pivot Download 42
Range Selection for Time Attributes Using the Calendar Date Picker 65
Member Search Enhancement in Scope Filter 72
Reorder View Filter & Display Exact Order 76
Custom Sort Enhanced 79
Clear Filter Functionality 83
KPI Widget: Navigation Links 86
Shipment Tracker Widget 91
Heat Map Widget 104
Deployment Workspace 110
Create Backup Dialog Box UX Revamped 110
Block Delete/Restore Action When Backup is in Progress 111
Use the Delete Data and Uninstall Option & Delete Data Folder 112
Factored Restore 113
Last Action Status Tab Appears in Manage Collab & Manage Backups View 115
Last Action Status Tab Auto Refresh 117
Confirmation Box Appears Before Tenant Data Deletion Activity 119
Active Queries Tab Introduced 131
User Management Workspace 132
Download Column Filtered Data 132
Add & Remove User Roles in UI 134

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Tenant Workspace: Color Changed to Black (#111111) 138
Mass Config 139
Copy Reports 139
Delete Reports 141
Favorites Including Factory Setting Must Include Newly Added Members 142
PDF Frequency Restriction 148
Block Certain User Actions from Designer for System Entities 149
Rearrange Workflows 151
Memory Manager UI Changes 154
Last Login Details Available 156
Config 2.0 157
UI Preferences 157
Named Node 162
Git Support for DDL 168
Measure Alias 169
Use o9Git Org for C2 Development 171
Web Layout & Dimension Merge and Edit 172
Block Dependency - Explicit 174
Recreate Release Branch from Main 176
Data Management for Config2 177
WebAPI 179
Uptime Report 179
Download Audit Trail Data in Local Time Zone 181
Create New Tenant with Default Template as o9EmptyTemplate 182
View Starting/Stopped Status of GraphCube Server with the Message Log 184
Platform Actions Blocked When Starting/Stopped Action of GraphCube Server is in
Progress 186
Platform Error Codes Redirects to the Platform Wiki 188
Auto Retry for Infrastructural Components of Backup & Restore Action 190
Prepare Phase, Automatic & Manual Retry Option for Backup 193
Users Receive Notifications Whenever Solver is Running 197
Hide ETL Records from Audit Trail 202
Organization Based Favorite Sharing 205
Upload Data Security Rules Using File 207
Action Button Name Incorporated in Platform Logs 208
Users Receiving Bulk Emails - MicroService 210
Forward Compatibility Checks for Tenant Config 212
Prepare Phase for Restore Action 215
Retry Option Available for Partially Completed or Failed Restore 218
Delete/Restore Action of InProgress Backup Blocked 220
UserManagementAdmin User Roles Modifying Data Security Rules 222

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Clear Corrupt or Stuck Backup/Restore Activities 224
Conflicting Platform Actions are Blocked 227
GraphCube 233
Discard Partial File Uploads 233
Alternate Hierarchy Performance Improvement 234
Installagent Logs in UI 235
FilterbyUpdates Performance Improvement 236
Data Admin vs Non Data Admin Improvement in Block Scope 237
External Measure Group Disk optimisation 238
Disabled Hierarchy 240
Performance Improvement 242
Leadoffset 242
Soft Delete 243
Memory Monitoring LS Commands 244
Integration 247
Support of Avro File Format in Kafka Inbound API 247
Integration 3.0 249
Platform Health Monitoring Report - NiFi 253
Advanced Analytics 255
Python Upgrade Optimization 255
Python Plugin Status Notification 256
o9 Predict.ai Enhancements 257
Platform Resiliency: Lack of Cluster Resources 258
Python Platform Error Resolution 260
SCS 262
Co-Product/Bi-Product Pegging 262
Planned Order WIP Support in Incremental Plan 267
Supportability for SS Build Ahead in Case of Min-Max Type of Safety Stock Policy
272
Actionable RCA 275
Mandatory Pre Build Offset Extended support (Hard Quarantine, BOM Offset,
Delivery Plan Offset) 279
Pegging to Support Delivery Flow Plans 287
Max Lot Size 290
Where Used Report 296
LPS 299
Group Level Campaign Planning 299
Multiple Supplier Multiple Item Proportional Sourcing 301
Activity Mandatory Pre build Offset 305
Time Varying Activity Lead Time 310
Cutting Stock Solver 314

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About the Document
The 2023 Q2 Release Notes document describes the platform enhancements done in February,
March and April, 2023.

Intended Audience
The target audience of this document are the o9 Platform users.

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About the o9 Platform
The o9 Platform is an AI-powered cloud platform which is built ground up for integrated planning
and operations in the digital age. All core planning processes are integrated in one Platform.

Enhancements to the o9 Platform

This section provides information on the Platform enhancements done in February, March and
April, 2023.

● General
● Web UI
● Config 2.0
● WebAPI
● GraphCube
● Integration
● Advanced Analytics
● SCS
● LPS

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General
Deprecation (Features Removed in 2023 Q2 Release)
The Classic theme option in the Theme Picker dialog box (Tenants workspace -> Manage
Tenants View -> Theme -> Theme Picker dialog box) will no longer be supported from 2023
Q2 Release onwards.
Only the New theme option in the Theme Picker dialog box will be supported going forward.
Hence, users are requested to move to these new themes.

Please let the UI PMs know in case of any issues.

Also, the OpenSans option in the Font list (Tenants workspace -> Manage Tenants View ->
Theme -> Theme Picker dialog box) will be removed and the Roboto option will be used by
default.

Favorites
Business Need
In the Interactive Gantt chart, schedulers can do a lot of things, such as changing the Views,
zooming, changing the color attributes and scrolling. Hence, there was a need to save these
changes as a favorite so that the changes are available all the time for the scheduler.

Functionality Description
The current enhancement enables the schedulers to save their changes, such as changing the
Views, changing the color attributes, zooming, scrolling, and positions, as favorites.

Business Need
There was a need to select the default time buckets in the weekly, monthly, or yearly levels
based on which the gantt data gets updated.

Functionality Description
The View list is provided so that the users can view the data in the following levels:
● Day
● Week
● Month
● Year
Day View

Week View

Month View

Year View

Default View Post View Selection Zoom In/Out

The Reset icon is selected.

Column Filter for MDP & Measures When Subtotal is Enabled

Business Need
Previously, when subtotals were enabled, users were not able to use the column filters on
measures and Multi Dimensional Properties (MDP) in pivots. However, users require to use
both column filters and subtotals, simultaneously.
With this enhancement, users will be able to filter the intersections matching the selected values
of the multi dimensional property/measures and also view the subtotals for the filtered
intersections.

Functionality Description
1. Login to any tenant with the relevant credentials.
2. Go to the relevant workspace/View.
3. Open a report with multi dimensional properties and measures. In this example, there
are 2 multi dimensional properties: stringpicklist_sum and inttest1 and few measures.

4. Enable the subtotals from the layout.

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5. Observe that the column filters are retained on the multi dimensional properties and all
measures.

6. Click the column filter icon next to StringPicklist_Sum (one of the multi
dimensional properties). The column filter menu is displayed.

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7. Select the checkbox next to the relevant values. In this example, the apple checkbox
and the orange checkbox have been selected.

8. Click OK. The report is filtered with all the intersections where the value is Orange or
Apple for the Stringpicklist_sum MDP. Also, the subtotal rows are re-calculated (based
on the aggregation defined for the measure or multi dimensional property) for the rows
which match the selected values and are displayed. There are 8 rows of data returned.

Similar to the multi dimensional property, users can also filter measures, provided all the
grains of the measure are present in the row of the report and On Columns is selected
in the Data Position list in the Options tabbed area of the Layout dialog box.

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In the above example, all the measures in the report are grained at Item, Customer
Group and Month, On Columns is selected in the Data Position list and subtotal is
already enabled.

9. Click the column filter icon next to the Number_agg_suml measure. The column
filter menu is displayed.
10. Select the checkbox next to the relevant values. In this example, the 2999 checkbox and
the 3454 checkbox have been selected.

11. Click OK. The report will be filtered by the leaf intersections which have the measure
value as 2999 or 3454 for the Number_agg_sum measure and the Stringpicklist_sum
with values Orange or Apple. (Since we have already filtered by the MDP
stringpicklist_sum in the above steps). The report has 5 rows of data and the subtotal
rows are recalculated for the filtered intersections and are also displayed.

● When the subtotal is enabled, all the grains of the measure must be
present in the row of the report for the column filter option to be available
on the measures.

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● All the report level attributes must be present in the row and the measures
must be on columns. Measure groups on columns are supported. Any
other layout will not support column filtering of measures with subtotals.
● The column filters on measures with subtotals are applied as pre filters in
the liveserver to include the subtotal rows in the result data.
● The selected values in the column filter are always applied at the leaf level
intersections and the subtotals returned are based on the filtered rows.
● If there are any post filters on the report, the post filter will be applied after
the column filters and hence the subtotal rows might not be returned if the
subtotal values do not satisfy the post filter conditions.
● The column filters with subtotals are supported only for Integer, Number,
Boolean, String, Datetime and Picklist data types.
● The column filters applied on multi dimensional properties or measures
along with subtotals will be retained as part of favorites.
● If measures of different granularity are present in the report, then the
column filter can be applied to only 1 measure at a time when subtotal is
enabled.

Business Need
Previously in the scenario comparison pivot grid:
● Delta values even if they are Blanks, EQUAL, 0 (Day), 0, 0.00, etc. were displayed
● Users were not able to pre-filter blanks/nulls values
● Existing pre filter could only provide two conditions and not more
There was a need to see only those rows in the scenario comparison pivot grid, where all the
delta values are different (not equal to Blanks, EQUAL, 0 (Day), 0, 0.00, etc).

Functionality Description
1. Login to a tenant with the relevant credentials.
2. Go to a workspace with scenario comparison pivot grid.

3. Click the Column Filter icon next to the Delta column.

4. Custom filter the Delta column.

5. Go to the Custom Filter dialog box. The four new operators are displayed.

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● "is blank" - All the delta columns in a row should be blank.
● "is not blank" - At least one delta column in a row should be not blank.
● "is blank or zero" - All the delta columns in a row should be either blank or zero.
● "is not blank or zero" - At least one delta column in a row should not be blank or zero.

If you apply the is not blank operator, the following results are displayed.

If you apply the is blank or zero operator, the following results are displayed.

The four new operators are provided in the custom filter of the Designer as well.

Business Need
Previously, if a user wanted to include/exclude multiple measures in a pivot, they would have to
individually select/deselect each measure. This meant that there were multiple clicks required
by the user to view the required measure data.
In the current enhancement, configurators will have the ability to group measures into sets. A
measure could be part of multiple measure sets created by the configurators. End users can
select/deselect measure sets based on their needs.

This is applicable only for pivots.

Functionality Description
1. Click the Add Measure Set icon to add a measure set to the pivot report.

Configurators are presented with the following screen:

2. Click to create a new measure set for the pivot and input the required fields:

3. Update the measure sets as required.

4. Click to delete/remove any measure set(s) from the pivot if required.

5. Click to save the measure set(s) for the pivot.

Runtime
1. Go to the relevant view where the pivot has the measure set configured.

4. Select/Deselect the required measure set.

5. Click OK. Only the measures associated with the selected measure set are displayed.

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If there are common measures between the selected measure sets, the measures will
continue to remain in the selected state as long as there are measure sets selected
which have the common measure.
For example: Measure Set 1 has measures ‘Revised Budget’ and ‘Budget’ associated
with it. While Measure Set 2 has measures ‘Revised Budget’, ‘Total Spend’ and
‘Incremental Ask for Gap Closure’.

If Measure Set 1 is unselected, the measure ‘Revised Budget’ continues to remain

selected as it is associated with Measure Set 2.

‘Select All’ controls only the ‘Measures’ and not the ‘Measure Sets’.

Business Need
Hyperlinks are generally used to navigate between pages and websites. There was a need to
support hyperlinks in pivot reports, (as attribute properties or measures) which can be used to
navigate to other pages or websites from the platform. For example: if a user wants to track the
shipment from a logistic service provider they would need to add these tracker links in the report
against items that are being tracked.

Functionality Description

Without Render Settings Configured

1. Log in to a tenant with the relevant credentials.
2. Navigate to a View containing a pivot report.

3. Add a measure of “Hyperlink” data type to the pivot report from the designer settings.

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● Hyperlink data type is a new data type for attribute properties and measures
● Hyperlink measures can accept string values, subject to the below condition
● Only hyperlinks with ” https:// “ will be considered as valid URLs in the
platform.
● Aggregation types supported for string type measures are also supported for
Hyperlink measures viz. sum, min, max, avg etc.

4. Save the report.

5. Navigate to the View containing the pivot report to view the added hyperlink measure.

6. Click any hyperlink displayed to navigate to the configured URL. A message is

displayed: This link takes you to an external page (or) source outside the o9
Platform. Are you sure you want to continue?

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The unvisited links are displayed in Blue and the visited links are displayed in Purple
to provide differentiation to users.

With Render Settings Configured

A. Static Name configuration

1. Log in to a tenant with the relevant credentials.

2. Go to a View containing a pivot report having a hyperlink measure.

3. Go to the Design layout.

5. Click Edit report.

6. Click on the gear icon for the hyperlink measure to open the measure settings

The Render Settings area is available only for measures of data type Hyperlink.

A Static name field is visible in the Render Settings area.

7. Input any string value which will be used to display in the pivot report in the hyperlink
measure column.

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8. Click save for the measure settings and save the report to view the pivot report. In the
pivot report, the hyperlink measure column’s hyperlinks will be displayed with the
configured static name.

The static name is only for displaying a uniform text to the user. If you click the
hyperlink, it will still navigate to the configured URL.

B. Display Measure configuration

1. Log in to a tenant with the relevant credentials.
2. Navigate to a View containing a pivot report having a hyperlink measure.

4. Click . The options are displayed.

5. Click Edit report.

6. Click the gear icon for the hyperlink measure. The measure settings are displayed.

A Display measure list is displayed in the Render Settings area.

If you click the Display measure list, all the non-hyperlink measures configured in the
pivot report are displayed.

8. Click save for the measure settings and save the report to view the pivot report.
In the pivot report, the hyperlink measure column will no longer be displayed. The
configured display measure will be displayed in a hyperlink format in the pivot report.

● If both the static name and display measure are configured for the hyperlink
measure, the display measure will take precedence over the static name.

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● Hyperlink measures with render configurations will not be editable in the
pivot report.
● Hyperlinks can also be added as a member attribute property and will be
rendered as full URLs.
● The hyperlink measure will be rendered as a string in case of Downloaded
Excel/CSV on the platform, and not as a hyperlink.
● The hyperlink data type is not supported for ‘open in o9 Excel’ and for ‘Excel
Add-In’.
● The hyperlink data type will not be applicable for picklist measures.

Business Need
After a user makes a filter selection on the grid View of the scope filter, the selection details are
not retained when the user comes back to see it. Thus, subsequently if the user comes back to
the grid View, the user has to reselect the members/properties. This leads to more time
consumed in the process.

Functionality Description
This feature retains the selection made on the grid View of the scope filter, so that the user can
refer to their selections.
1. Login to any tenant with relevant credentials.
2. Go to the Tenant System Settings View in the Deployment workspace.
3. Set CacheOnGridFilters to True.

4. Navigate to a relevant workspace.

5. Open the scope filters. In this example, the grid view of the attribute ‘Location’ is used.

6. Click the column filter icon for any level attribute.

7. Select a few members. Here, ‘Plant’ is selected from the ‘Location Type’ attribute.

8. Click Apply after selecting the required members.

The pivot will show data according to the filters selected.

Limitations
1. The member selections are retained only under the following cases:
a. The user is in grid view, applies the column filter, clicks the ‘apply’ button, and
opens the view filter.
b. The user is in grid view, applies the column filter and navigates to some other
level attribute of the same dimension and again comes back to view the given
selection.
2. The member selections are not retained under the following cases:
a. Clicking on cancel
b. If the user navigates to level attribute of different dimension
c. If there is interdependent filters and user switches between level attributes of
different dimensions
d. If there is NarrowSelectionby filters and user switches between level attributes of
different dimensions
e. User toggles between tile and grid view

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f. User navigates to another view/page/page group/workspace
g. User applies a favorite or does a browser refresh

Business Need
Presently, in a pivot, users can see a datetime measure in the local timezone. But when they
download, the time is shown only in UTC. This creates a difference in data between UI and
downloaded file. The need is to offer flexibility to view data between UI and downloaded file.

Functionality Description
The following feature enables the user to download date time measures in the local time zone.
1. Login to any tenant with relevant credentials.
2. Navigate to a pivot which has measures with datetime data type. In this example,
Inventory Inputs is the pivot and W WOS Upper Threshold is the measure with datetime
data type.

3. Click the Download button. (Ensure that the download option in config is set to system
setting or show). In the Download dialog box, a new checkbox called the Download in
UTC checkbox is displayed.

4. Select the Download in UTC checkbox. The downloaded file will display the data in the
UTC timezone as shown below.

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If the user requires to download the data in the local timezone, clear the Download in
UTC checkbox as shown below.

The downloaded file will display the data in local timezone as shown below

At the time of documentation, the system timezone was set to UTC+11:00

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Limitations
1. The feature is applicable only for pivot grid download.
2. For Auto execute download action button:
a. If all the measures are in UTC, then the downloaded data will be in UTC time.
b. If all the measures are in local time, then the downloaded data will be in local
time.
c. If few measures are in UTC and few are in local time, then the downloaded data
will only be in UTC time
3. The feature is available for the download action button and not for ‘Enable Export Pivot’.
4. Header information will not reflect in the downloaded file when downloaded in UTC.
5. When the user wants to upload the downloaded file (with or without making changes to
the datetime value), no option will be available for the user to select the time zone while
uploading. The platform will read the timezone offset information directly from the
uploaded file.

Business Need
Currently, a user cannot download a pivot grid displaying the sorting/filter/formatting conditions
given in the web UI. The need is to allow a download which reflects some of these conditions.

Functionality Description
Downloading using the download action button is being managed by the Live Server and takes
the data directly from Live Server. The following feature enables the user to download the pivot
grid on the client side, similar to how it is seen in the Web UI.
1. Login to any tenant with relevant credentials.
2. Go to a pivot grid. In this example, it is ‘Inventory Inputs’.
3. Click the in-line designer.
4. Go to the widget properties.

5. Click Show in the Export Pivot list. A new button Export Pivot is displayed during the
run-time.

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Any existing download action button will be shown as per the configuration and will
exhibit existing behavior.

6. Provide a couple of supported filter, sorting and data layout selections.

7. Click the Export Pivot button.

The downloaded file will reflect the selections made in the run-time UI.

Given below is a list of key supported functionalities for this feature:

a. Attribute/attribute property position
b. Data (measure) position
c. Subtotals
d. MDP
e. Measure property
f. Pivot sort
g. Pivot filter - column filter, custom filter, value filter

LIST OF SUPPORTED PIVOT FEATURES

The following list displays the selection/action made by the user in pivot web UI and how it
reflects in the downloaded excel file.
1. Column Header Interactions
a. Attribute Sort: The user clicks the header of the ‘Location Type’ column to sort
them in ascending/descending order
Web UI:

Downloaded Excel:

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b. Attribute & Attribute Properties Menu Selection: In this example, Location
Type is an attribute and Longitude is an attribute property
Web UI:

Downloaded Excel:

c. Measure Sort
Web UI:

Downloaded Excel:

d. Column Filter
i. Attribute Sort: Here, the sort button is clicked to sort the data in
ascending/descending order.

Downloaded Excel:

ii. Attribute Custom Sort

Web UI:

iii. Attribute Column Filter Checkbox Selection: The members are

selected individually by clicking on the checkbox next to them
Web UI:

iv. Attribute Column Filter Search Bar: The members are searched by typing
in the search bar.
Web UI:

Downloaded Excel:

v. Attribute Custom Filter

Web UI:

2. Layout Selections
a. Row & Column Selections: In this example, the ‘Week’ attribute is moved to
Rows
Web UI:

b. Attribute Property Selection: In this example, the property ‘Longitude’ of

Location is unselected.
Web UI:

Downloaded Excel:

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c. Attribute Position (Rows): The position of the attributes ‘Item’ and ‘Product Line’
are swapped
Web UI:

d. Attribute Subtotals: In this example, subtotal is enabled for ‘Item Type’ attribute
Web UI:

e. Measure & Measure Property (data) Selections: In this example, the measures
‘Target Periods of Cover’, Target Inventory and the measure property ‘Limit’ are
deselected.
Web UI:

f. Measure Position: Target Periods of Cover is moved next to Target Inventory

(and locale specific format).
Web UI:

Downloaded Excel:

h. Calculated Measure
Web UI:

Downloaded Excel:

j. Data Position: Above Columns

Web UI:

Downloaded Excel:

l. Subtotals
Web UI:

m. Attribute Subtotals: In this example, subtotal is enabled for ‘Item Type’ attribute
Web UI:

Downloaded Excel:

o. Repeat Row Labels with Subtotals (data on rows)

Web UI:

Downloaded Excel:

q. Row Sort: Nested (data on rows)

Web UI:

Downloaded Excel:

r. Row Sort - Nested (data on columns)

Web UI:

Downloaded Excel:

4. Top K & Bottom L Values

Web UI:

5. Multi Dimension Property

Web UI:

Downloaded Excel:

6. Conditional Formatting
Web UI:

Limitations
1. This feature is applicable only for pivot grid excel download.
2. The following features are not supported for Export Pivot:
a. Locked cell indicator
b. Measure group
c. Measure nesting
d. Tornado gradient
e. Negative tornado
f. Render type trend
g. Text alignment in cell
h. Column header formatting (color, bold, italics etc)
i. Subtotal styling
j. Current time bucket highlight
k. Collapse/expand button
l. Member image
m. Cell comment indicator
n. Editable cell highlight
3. The export pivot works based on the data rendered on the pivot. Any data limitations
(such as Max Cells Per Excel Sheet etc.) will apply on export pivot.
4. The file downloaded via export pivot cannot be uploaded back.

Business Need
For attributes belonging to the time dimension (particularly for attributes such as day or week or
month), the number of members associated with these attributes could be large and the
selection and deselection of these from the scope filters can be rather time consuming. To
address this pain point a calendar date picker is being provided for time member selection.

Functionality Description
1. Log in to a tenant with the relevant credentials.
2. Navigate to a View containing a report with time dimension attributes in the scope filter.

3. Go to the Design Layout.

4. Click next to the report name to modify the report.

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5. Click the setting for any of the time attributes from the filter section in the report
configuration.

The Calendar Selection checkbox is displayed in the Setting dialog box.

● Either calendar selection or range selection is possible for attributes of the

dimension.

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● When the calendar selection option is chosen ‘Single Select’, ‘Default Value
Expression’, ‘Override Favorite Selection’, and ‘Narrow Selections By’ are
not available.

6. Click save for the settings.

7. Click save the report to view the report in runtime.
8. Click the time attribute in the scope filter. A selection box appears.

Enabling calendar selection for any one time dimension attribute will result in it
being enabled for all attributes of the time dimension.

9. Click the calendar icon. The ‘From” & ‘To’ date pickers are displayed simultaneously for
selecting the relevant configured members.

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● Calendar dates that have the same value as modeled time member keys will
be available for selection within the calendar.
● The time component of keys is ignored for the above purpose (of identifying
available dates for calendar date selection).

10. Navigate between years by clicking on the month and year provided below ‘From’ and
‘To’ in the calendar.

11. Select From and To Dates on the date picker as required. The selections made using
the date picker will be reflected in the member selection area in real time.

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When calendar selection is enabled, only the leaf (or lowest) level attribute in the report will be
available for selection in the scope filter. In the example below, only week is available for
selection although Year, Quarter, Month are also configured as filters in the report.

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Only calendar dates that have the same value as configured member keys will be
available for selection in the calendar date picker option. Dates for which there are no
members configured will be disabled within the calendar date picker selection. Here, for
e.g. W01-2015 has a key of 2015/01/04 and hence, 4th January 2015 is available for
selection on the date picker.

The calendar date picker might be appropriate for selections at date/week levels
where the number of members are larger.

12. Click outside the calendar to see the selected members highlighted among all the
available members after the selection is made using the date picker.

● The filter grid View will not be available with the date picker selection.
● The ‘To’ calendar will allow for selection only for dates later to the the
selection made in ‘From’ calendar. Hence, for dates preceding existing
selection, From date has to be chosen first.

Business Need
Earlier, when a user typed in the search box of the scope filter to search a member (or a range
of members), the previously selected members (if any) were not visible to the user. Since the
users were not informed about the member selection status, it was difficult to use.
The current feature helps distinguish the current selections from the previous member
selections.

Functionality Description
1. Login to any tenant with the relevant credentials.
2. Go to a pivot grid. In this example, Inventory Inputs have been selected.

3. Open the scope filter.

4. Click the Item attribute. The members are displayed.

5. Clear all the members if all are selected.

6. Select a few members.

The following are the current behavior of the platform:

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● The counter above the search bar reflects the number of members
selected from the total members available.
● The selected members are also displayed as chips to the left of the
counter.

7. Type the full name or part of a member’s name in the search bar. In this example, a part
of the name P_18 has been typed. The relevant members are displayed.

8. Select a few members from the search result. The counter is displayed below the search
bar, reflecting the number of members selected from the search result.

If you do not select a member, a message is displayed: No members are selected in

the search results.

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9. Click Add to current selection. The members selected from the search result are
added to the original member selection and the counter shifts back to its original
position, reflecting the members selected out of the total available members.
The feature is also available for the grid View of the scope filter. When on the tile View,
click the grid icon next to the Search box.

The grid type View of the members are displayed.

10. Search the required members to be filtered and displayed on the grid.

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11. Select the required members from the filtered members. The counter is displayed,
reflecting only the members selected from the search result.

If you do not select any member, the same message as seen on the tile View is
displayed: No members are selected in the search results.

Business Need
The grid type View filter displays the data structure along with the hierarchy information in case
it is the lowest level attribute. The lowest level attribute is displayed on the left by default and the
hierarchical data is displayed on the right. The users are familiar with seeing data from left to
right along with the hierarchy. Also, the order of columns can be changed using the drag-and-
drop operation, but cannot be saved so that it doesn't remain the same as the user changed.
Currently, there’s a customer request to display data in a hierarchical order from left to right
(higher to lowest). Hence, this enhancement allows the user to reorder the entire View filter in
the Designer and to display the exact order in the View.

Functionality description
Currently, the Designer also supports the attribute property to be added to the list of columns
that are ordered using the Narrow Selections By checkbox, which eventually shows up in the
grid type view filters.
1. Login to any tenant with the relevant credentials.
2. Go to a pivot grid.

3. Go to the Design layout.

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4. Click the Edit option. In this example, Edit - RatnaOct2022 has been clicked. The report
configuration is displayed.

5. Select the required filter.

6. Select the Narrow Selections By checkbox.
7. Reorder the column as required.

Currently, the attribute property is available for sorting. Hence, you can use it too
for sorting.

8. Save the configuration.

9. Save the report.
10. Exit the Design layout.

Business Need
The current enhancement allows you to sort a maximum of 10 columns in the Custom Sort
dialog box of the pivot grid after you selected the Tabular option in the Row Sort: list, whereas
earlier you could sort a maximum of only 3 columns.

Functionality Description
1. Login to a tenant with the relevant credentials.
2. Go to a pivot grid.
3. Go to the Layout dialog box.
4. Go to the Options tabbed area.
5. Click Tabular in the Row Sort: list.

6. Click Save.

7. Click the Column Filter icon at the upper-right of the relevant column. You will be
able to view the Custom Sort button .

8. Click the Custom Sort button . The Custom Sort dialog box is displayed.

9. Click Add Row. Another row is added at the end, where you can add one more column
name for sorting.

10. Click Add Row again to add more rows.

You can add a maximum of 10 rows for sorting.

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In case you need to remove a specific row, click the delete icon at the end of each row. For
example, if you delete the Item row, it will look like below.

You can keep deleting rows till the number of rows reduces to 3 as shown below.

You can apply the sort on columns and the pivot data will be displayed accordingly.

Business Need
Currently in a pivot grid where the Subtotal option is enabled, when an attribute is selected via
the Column Filter Search box, you cannot see the unselected members after clicking the Clear

Filter icon . You have to use the Clear Filter button at the bottom which you might not
know. This enhancement informs you about the Clear Filter functionality.

Functionality Description
1. Login to any tenant with the relevant credentials.
2. Navigate to a pivot grid. In this example, InventoryInputs - Copy is the pivot grid.

3. Go to the Layout dialog box.

4. Go to the Options tabbed area.

5. Click Subtotals. The Subtotals option is enabled.

6. Click Save.

7. Click the Column Filter icon at the upper-right of the column of the relevant
attribute. In this example, Item has been selected.

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8. Type a member in the Column Filter Search box.
9. Select that same member. In this example, the members P_4000_1 and P_4000_2 are
selected.

10. Click OK. The filtered data is displayed in the grid.

11. Click the Column Filter icon of the same attribute Item again.

12. Click the Clear Filter icon on the right corner of the Column Filter Search box. The
text in the Search box disappears and a notification is displayed - Subtotal is enabled.
Unselected members are not displayed.

13. Hover over the notification. Additional information is displayed - Showing 3 of 3

selected members. Click ‘clear filter’ to see all the members.

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KPI Widget: Navigation Links
Business Need
Navigation links are used in the Platform to provide quick navigation to Views to provide more
detailed information. KPI widgets are configured with measures and can provide only a high
level understanding of the measures configured. Users need the ability to drill down further into
these measures to have a more detailed or granular level of information from the measures.
This enhancement is being done to provide the ability for users to configure navigation to other
Views in the Platform from the KPI widget.

Functionality Description
1. Log in to a tenant with the relevant credentials.
2. Navigate to one View with a KPI widget configured.

3. Go to the Design Layout.

4. Click next to the report name.

The options are displayed.

5. Click Set navigation links. The Set Navigation links dialog box is displayed with the
Data navigation links list.

6. Click the Data navigation links list. The measures configured in the KPI widget are
displayed.

The measures can be configured with single or multiple View navigations under the
Views options.

8. Click the Save icon on the set navigation pane.

9. Exit the Design layout.
If you hover over the measures for which you have configured the navigation, the
measures are displayed in blue with an underline.

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For the measures with multiple navigations configured, if you click the measures, all the
Views that are configured are displayed as a list.

For measure with a single navigation configured, if you click the measure, the configured
view is displayed.

● Navigation links from the KPI widget can be configured for primary
measures, secondary measures and transient measures
● This feature is available only where KPI is configured as a standalone
report/widget (not supported for Geomap, Member Info popup, Page
Navigation KPI, etc)

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Shipment Tracker Widget
Business Need
This is a new widget that allows visual tracking of an object (shipment or container). This widget
emphasizes the current state and displays the milestones associated with a given
shipment/container/event, along with the status at each node.

Functionality Description
1. Login to a tenant with relevant credentials.
2. Go to the Designer workspace.

3. Click Shipment Tracker. A new shipment tracker report is displayed in the Designer
mode.

The widget is auto populated with measure groups under which relevant measures need
to be added.

The Version Name is single-select by default and this cannot be modified.

5. Add a relevant attribute (shipment or any attribute for which the logical status needs to
be displayed in the widget) in the shipment attribute area.

Only 1 attribute is allowed.

In the Measures pane, Estimated Time of Arrival is indicated as a mandatory MG.

7. Drag and Drop the relevant measure (from the MG tab) under the Estimated Time of
Arrival measure group. The measure added under this measure group will be the
primary measure on which the widget is rendered and hence it is mandatory.

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Actual time of arrival measure can be added under the Actual Time of Arrival MG. Actual
time of arrival Measure value will be displayed on the widget for locations where the
shipment has arrived.

Both Estimated time of Arrival and Actual Time of Arrival measures must be grained at
the level of the attributes added in the shipment and location section. Only a single
measure can be added to these measure groups and should be of data type DateTime.

We can add other relevant measures under each of the other measure groups.
(Estimated Time of Departure, Actual TIme of Departure, Planned Time of Arrival and
Planned Time of Departure). These are optional and are displayed only in the tooltip.

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Other relevant measures of different data types can be added separately outside of
these measure groups by dropping them in the Measures pane. These will be displayed
only on the tooltip as well
8. Click the preview icon.

The widget will display the message filter attribute which is the same as the
shipment attribute should be of type single select. This is because the widget can be
rendered for only one shipment attribute member at a time.

9. Click the filter setting of the EquipmentID attribute (which is the same attribute that is
added in the shipment attribute section in our example) in the filter section.
10. Select the single select option.

11. Click the Save icon .

14. Click the Preview icon The widget is displayed with all the location attribute
members for the selected shipment attribute member. The locations for which the Actual
Time of Arrival is available, Actual Time of Arrival is displayed below the location name.
For other locations, Estimated Time of Arrival is displayed. The locations where the
shipment has arrived will be represented by the theme colored circles on the widget.
Locations which have no Estimated time of arrival or Actual time of arrival will not be
displayed.

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15. Hover over the relevant circle to view the tooltip which will display information on all the
measure values that are configured.

Different Views and Orientation

There are 2 icons on the right side of the pane. These are available both in designer and
run time.

● The first one from the left, is used to switch between summary and
expanded view.

● The second icon is used for switching the orientation.(horizontal/vertical).

The default view is an expanded view which shows all the locations.

1. Click to switch to summary view. In this view, the user will be able to see the first,
current and last location of the shipment.

All other locations are represented as dots, which when hovered over, will display the
location name and other information on the measures configured.

The widget is displayed horizontally by default.

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2. Click the highlighted icon below to switch the orientation. The widget will be displayed in
a vertical view. This icon can be used to toggle between horizontal and vertical view of
the widget.

Widget Properties
1. Click the widget properties.

In the widget properties, the configurator can select the option that has to be displayed
by default in the run time under the orientation option.

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The Show in Local Time Zone checkbox can be enabled to display all the measure
values under each of the auto generated measure groups in the local time zone. By
default, the datetime measure values will be displayed in GMT.

Measure Settings
The widget specific format of a measure value can be set in the measure setting of
individual measures as well. There is also an option to show/hide the measure value in
the tooltip.

Data Properties
Click the Data properties icon The measure values can be filtered by applying relevant
measure filter expressions available in the Data properties

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Link Filter Functionality
Users can link Shipment Tracker Widget (child) to other widgets (parent) through link filter
functionality. This ensures that the members selected from the anchor/parent widget controls
the scope of data for the linked Shipment tracker Widget . But for this, the Shipment Tracker
Widget needs to be the non-anchored widget.

1. Login to the o9 Web UI with the relevant credentials.

2. Go to a View that has a Pivot and a Shipment Tracker Widget with the common filters.

3. Go to the Design layout.

4. Click Show View Report Action for the Shipment Tracker widget.

6. Select the relevant anchored report name (STPivot) in the EquipmentID(shared filter)
list.

7. Click . The changes are saved.

8. Click to exit the Design layout. A link icon is displayed in the Actions column of
the pivot report.

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9. Click the relevant row in the pivot report. The data in the linked shipment tracker widget
changes in sync.

● Other widgets cannot be linked to Shipment tracker Widget.Hence We

cannot use shipment tracker as a primary anchor widget in views where
there is more than 1 widget.
● Shipment Tracker can be used as a child widget linked to another widget
or in a dashboard view or as an anchored widget in a view with only one
Shipment tracker widget.

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Heat Map Widget
Business Need
This enhancement will enable users to create heat maps and visualize the magnitude of a
measure across two dimensions.

Functionality Description
1. Go to the Designer workspace.

2. Click Heat Map.

3. Use the drag-and-drop operation to move the respective attributes to the X and Y axis as
required.

4. Add filters for the heat map as required.

6. Enter the report name.

7. Save the report.

Configuration Features
1. Sorting of level attributes:

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To sort the level attributes on the X and Y axis use the ‘Sort By’ and ‘Sort Order’
settings under the respective attribute settings. By default, the level attributes are
sorted on key.

2. Limiting number of members on heatmap:

To set the limit of number of members on the X and Y axis use the ‘Limit’ setting
in the respective row/column properties. There can be a maximum of 20 members
on each axis.

3. Formatting the heatmap tile:

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Using the measure settings, configurators can:
A. Set the primary color for the heatmap using the color picker from the ‘Color’ setting. By
default this is selected from the theme color.
B. Set the format of the measure using the ‘Format String’ setting. For example:0.00
C. Enable/disable the hover functionality on the heatmap tile so that the dimension and
measure details are shown using the ‘Show Point Label’ setting. choose to
enable/disable the ability to view details on hover of a heatmap tile using the ‘Show Point
Label’ setting:
i. If ‘Show Point Label’ setting is enabled:

ii. If ‘Show Point Label’ setting is not enabled:

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4. Measure and Value filter:
Measure and Value filters can be added using the ‘Data Properties’ option.

Enter the required input and save.

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Features
Heat Map to Grid Binding:
● The heatmap widget can be binded to a pivot using the ‘Link Filters’ functionality:

● On selection of multiple heatmap tiles (using Ctrl + click on the tile), the selected values
in the binding context are passed to the pivot.

● Users can configure only one measure at a time for the heatmap.
● Users can configure only one attribute dimension per axis at a time for the
heatmap.
● Users can only add a numeric measure for the heatmap.
● Heatmap will support a maximum of 20 members in each axis.

Create Backup Dialog Box UX Revamped

Business Need
Previously, the content of the Create Backup dialog box was not well organized and the related
options were not grouped properly. There was a need to provide a better user experience for
creating a backup by organizing the content logically.

Functionality Description
1. Login to a tenant with the relevant credentials.
2. Go to the Deployment workspace.
3. Got to the Manage Backups View.
4. Click +Backup. The Create Backup dialog box with the latest UX is displayed.

You can see the following UX changes:

● The contents are more organized and displayed into two columns.
● The Obfuscate checkbox is displayed separately.
● The related options are organized logically. For example: the Background Save
checkbox is displayed under the LiveServer checkbox.

Business Need
Previously, while a backup was in progress, the Platform did not block the delete action or the
restore action. There was a need to avoid such conflicting actions while a backup is in progress.

Functionality Description
1. Login to the tenant with the relevant credentials.
2. Create a backup.
3. Click Delete to trigger deletion of the backup while the backup is in progress. The
following message is displayed: Backup is in progress and cannot be deleted at this
time.

4. Create a backup.
5. Click Restore to restore the in-progress backup. The following message is displayed:
Your request could not be executed because a Backup is in progress. Please try again
after some time.

Business Need
Previously, if you uninstalled the tenant, it did not delete the data folder associated with it.
There was a need to delete the unused tenants and save some space on the environment.

Functionality Description
In the current enhancement, the Uninstall option is renamed as Delete Data and Uninstall.
This option will help you to delete the data folder as well.
1. Login to a tenant with the relevant credentials.
2. Go to the Deployment workspace. The Live Servers View is displayed.

3. Click Delete Data and Uninstall.

4. Click Update. The data folders are deleted.

● The data folder holds all the dimension and fact data of the tenant.
● The Delete Data and Uninstall option is available only when the tenant is in
the Stopped state.
● This action is non-reversible and should be used with due-caution.

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Factored Restore
Business Need
The current enhancement allows you to restore only selective components unlike before where
if you wanted to restore only tenant config and LiveServer, there was no option to do that.

Functionality Description
1. Login to the tenant with the relevant credentials.
2. Go to the Deployment workspace.
3. Go to the Manage Backups View.
4. Click Restore Backup for the relevant option. The Restore Tenant dialog box is
displayed.

5. Select the relevant components to restore.

6. Click Restore. The Restore Tenant dialog box is displayed.

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Last Action Status Tab Appears in Manage Collab & Manage Backups
View
Business Need
In the current enhancement, the Last Action Status tab is displayed for all these Views:
● Live Servers View
● Manage Collab View
● Manage Backups View

● Earlier, the Last Action Status tab was displayed only for the Live
Servers View of the Deployment workspace.
● If you need to perform actions, such as restore or backup etc, the last
action status is displayed in the same tabbed area. This will help you to
know if the platform actions that you performed will go through or will be
blocked.

Functionality Description
1. Login to the tenant with the relevant credentials.
2. Go to the Deployment workspace.
3. Check the Last Action Status tabbed area in the following View:
Live Servers View

Manage Collab View

Manage Backups View

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Last Action Status Tab Auto Refresh

Business Need
In the current enhancement, the Last Action Status tab is refreshed every 30 seconds and if
there are any changes in the column data, it gets updated.

Earlier, the Last Action Status tab of the Deployment workspace was refreshed
only if you manually clicked the Refresh icon.

Functionality Description
1. Login to the tenant with the relevant credentials.
2. Go to the Deployment workspace.
3. Check the Last Action Status tabbed area is refreshed every 30 seconds in the
following View:
Live Servers View

Manage Collab View

Business Need
Previously, there were instances where user’s were deleting tenant data accidentally. This was
due to the lack of platform intervention or asking the users to confirm if they wanted to go ahead
with the action.
In the current enhancement, a confirmation box is displayed before a tenant data deletion
activity so that the user can confirm if the deletion activity can be performed.

Functionality Description

Deployment Workspace
1. Login to a tenant with the relevant credentials.
2. Go to the Deployment workspace. The Live Servers View is displayed by default.

Option 1
3. Click Delete Redo and Restart in the Tenant Status list.
4. Click Update.

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The Delete Redo and Start confirmation box is displayed with this message: This
action will permanently delete all unsaved transactions and graph cube will go
back to the last saved point. Are you sure you want to continue?

5. Click Yes.The system goes ahead with the selected action.

Option 2
3. Click Delete Data and Start in the Tenant Status list.
4. Click Update.

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The Delete Data and Start confirmation box is displayed with this message: This action
will permanently delete data associated with the tenant and is irreversible. Are you
sure you want to continue?