1 © 2015 Adaptive Insights | Confidential & Proprietary 2015.1 New Features Adaptive Suite.

1© 2015 Adaptive Insights | Confidential & Proprietary

2015.1 New FeaturesAdaptive Suite


2015.1 New Features


Keyboard Shortcuts and Range Selection Improvements


Use Case This Feature Addresses: Users often need to select ranges of cells when working on sheets. The current functionality makes this more complex than necessary. This feature simplifies cell range selection and improves cell range selection performance.

What It Does: This feature improves performance when selecting ranges and standardizes keyboard shortcuts that can be used for navigating and selecting ranges on sheets.

What Parts of the Product It Impacts: Standard sheets. Cube sheets. Modeled sheets.

Keyboard Shortcuts & Range Selection Improvements


Keyboard Shortcuts & Range Selection Improvements

One click – easy access to all keyboard shortcuts on sheets


Improved Organization Administration


Use Case This Feature Addresses: This feature removes the Java applet dependency from the level admin page, allowing the page to render and be used quickly when there are large numbers of levels and/or many dimension and attribute values assigned to the organization hierarchy. It also provides scalable level drop-down on all sheet types and dimension drop-down on modeled and standard sheet types.

What It Does: Delivers a scalable, performant UI for managing the organization hierarchy.

What Parts of the Product It Impacts: Organization administration. Standard sheets. Cube sheets. Modeled sheets.

Improved Organization Admin



Java-applet free



Improved search – all results shown at the same time



Includes level drop-down on all sheets…



And the dimension drop-down on standard and modeled sheets


Enhanced Cube Sheets with Transaction Drill-Through


Use Case This Feature Addresses: Allows GL and custom accounts to be associated with cube sheets. This means users perform data entry for these accounts directly on a cube sheet, and drill into transactions if there are any in the system.

What It Does: Accounts flagged as "cube-entered" can be placed on a cube, where they behave just like a native cube account. Transactions can be imported and associated with a specific general ledger account. If that GL account is on a cube, its transactions can now be drilled into from the cube. Future releases will include functionality to fill out the feature.

What Parts of the Product It Impacts: Account admin (GL and Custom) and cube account admin.

Enhanced Cube Sheets



Optional flag on GL and custom accounts to indicate data entry source (standard or cube sheet)



Add existing cube-entered accounts to the cube


Enhanced Cube SheetsTransaction access from cube-entered GL accounts


Group Multi-Instance Refresh



Use Case This Feature Addresses: Linked instances currently need to be refreshed individually for every linked level. While this provides full control to the level owner on the parent instance over when and what data gets refreshed, it not very efficient when several linked instances and/or linked levels need to be refreshed at the same time. This feature provides a one-click ability to refresh all linked levels in an instance. This increases efficiency and speed when refreshing levels as well as reduces the risk that a linked level was overlooked and therefore accidentally not refreshed.

What it Does: This feature provides the ability for a Level Administrator with Refresh Linked Levels permission to refresh all linked levels that the administrator has access to with a single action. This has following advantages: One-Click refresh for all instances instead of waiting for each refresh to complete; all refreshes occur around the same time; this eliminates likelihood of missing a linked level when refreshing many linked levels.

What Parts of the Product it Impacts: Organization Admin



One click – easy access to all keyboard shortcuts on sheets


2015.1 New Features


Use Case This Feature Addresses: Journal entries are often expected to be numbered, similar to enterprise-level accounting software. This feature delivers the ability to have system-assigned or user-assigned numbers on journal entries, ensuring all numbers are unique in the model.

What It Does: This feature provides the ability to ensure that all journal entries within the instance are uniquely numbered, optionally with gapless sequences. Each journal entry sub-version has an option to number entries manually, automatically, or not at all.

What Parts of the Product It Impacts: Version Management (Consolidation users only), Journal Entry List page, Journal Entry page, Audit trail, and Printable view.

Journal Entry Numbering


Assigned at the Journal Entry sub-version

Automatic, Manual, or None

Numbering method, Starting number and Next number all exported in Printable View

Upgraded JE sub-versions set to “None”, can be change to Automatic or Manual.

No retroactive numbering on existing, un-numbered entries.

Journal Entry Numbering


Journal Entry Numbering (Consolidation)

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“Candidate” number shown to user during journal creation.

On Save, Journal Entry screen remains on the entry, allowing visibility to the actual number that was assigned.


2015.1 New Features


Flexible Scorecards


Use Case This Feature Addresses: This new dial type will enable customers to customize the data and layout of the scorecard.

What It Does: A new dial type named as “Custom Scorecard” lets the customers choose the fields made available in the scorecard, and also provides the flexibility to display some of the most common data comparisons. The new dial type has 1-3 sections and the user can choose to display 1-7 fields in each section. Users can choose to display value (any version, any time), variance (between forecast and budget versions, between current year actuals and last year actuals), variance %, zone, trend, micro chart in any of the 7 fields.

What Parts of the Product It Impacts: Visual Designer and edit-in-place (dial type menus)

Flexible Scorecards


– Actuals to forecast

– Current period vs. last period vs. last 2 periods

– Period-to-date values

– Choose micro chart type, column display order, and data/label formats

Flexible Scorecards

Flexible data comparisons

Flexible layout


Ability to Select Display Units in the Visual Designer


Use Case This Feature Addresses: Enables the customer to customize the layout of the dial by selecting the units to display the data.

What It Does: This feature lets users select the units for the data displayed in a dial.

What Parts of the Product It Impacts: Visual Designer and editing-in-place (Data Settings Editor and Data Components Editor), and Data Designer (Metric Loader).




Expand

More intuitive unit selector

Option to override the metric default


2015.1 New Features


Adaptive Integration for Discovery Enterprise – Salesforce Data Source


Use Case This Feature Addresses: A pre-configured data source that will be able to bring all the data available within a Salesforce account.

What It Does: This feature lets users with the data designer role create an instance of the pre-configured data source just by providing account credentials. The user can test the connection to Salesforce and get confirmation from the system. After configuring the data source, it operates just like any other data source in Adaptive Integration in that the user can selectively import data, apply transformation rules and map to Discovery Enterprise’s metric store.

What Parts of the Product It Impacts: Data Designer

Salesforce Data Source


– Configure connection to Salesforce

– Test Connectivity, Import Structure, Import Data for all available tables

– Import relationships between different tables

– Merge with other data from other sources

Salesforce Data Source

Selective/Full Import

Configure Data Source

Visual data preparation

http://wiki.adaptiveplanning.com/wiki/images/3/3f/SFDC_DataDesigner3.png


Adaptive Integration for Discovery Enterprise – Platform Enhancements


Use Case This Feature Addresses: Platform improvements across Adaptive Integration for manageability and debugging

What It Does: Improvements to the Integration platform include the following – ability to have fine grained and real time visibility of integration tasks and loaders, enhanced debugging capabilities and new filtering capabilities for JDBC sources


Integration Platform Enhancements


– Visibility into Integration tasks

• Fine-grained (details by staging table, metric, dimension)

• Real-time (streamed status messages)

– Enhanced Execution History

• Search easily through logs

• Download logs for offline analyses

– New filtering capabilities for JDBC

• Period-based parameters

• Filter records before import

Platform EnhancementsReal-time view of Integration steps

Enhanced Execution History


Adaptive Integration for Discovery Enterprise – Exchange Rate Tables in NetSuite


Use Case This Feature Addresses: NetSuite customers can now bring over exchange rate information into Integration and to allow for currency conversion between values coming from different subsidiaries.

What It Does: The NetSuite pre-configured data source now lets users import data into the Consolidated Exchange Rate table and Budget Exchange Rate table. These tables bring across Start and End Period Date columns, From Subsidiary ID, To Subsidiary ID, Current Conversion Rate, Average Conversion Rate and Historical Conversion Rate.


Exchange Rate Tables in NetSuite


– Budget Exchange Rate and Consolidated Exchange Rate tables available for import

– Enable currency conversion between different currency rates

– Convert values from one subsidiary to another

Exchange Rate Tables

Exchange Rate Tables for Currency Conversion

http://wiki.adaptiveplanning.com/wiki/images/7/7d/ExchangeRateTables.png


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1 © 2015 Adaptive Insights | Confidential & Proprietary 2015.1 New Features Adaptive Suite.

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