Academy
2023

Version 13.8 - December

Version 13.8 Highlights

The highlight of 13.8 is three new steps in the data preparation flow: Transpose Columns, which reorganizes information from vertical to horizontal; Split Text, which separates the content of a column into several based on a separator; and Fill, which completes empty cells by replicating the last value in the column. The version also brings BI Integration, to connect your analyses to business intelligence systems via a view, and strengthens internal control in Account Substantiation by blocking account editing after the first level of approval. Other updates and fixes are detailed below.

 


 

13.8.0 - December 14, 2023

New Features

Transpose Columns step in the data preparation flow

Available in the data preparation editor when building the flow. The new Transpose Columns step reorganizes your data, moving information arranged vertically into a horizontal format.

  • Create a new column for each unique value of an existing column, transposing data from row to column.

Split Text step in the data preparation flow

Available in the data preparation editor when building the flow. The new Split Text step separates the content of a text column into multiple columns based on a separator character.

  • Break a single text column into several distinct columns based on the separator you define.

Fill step in the data preparation flow

Available in the data preparation editor when building the flow. The new Fill step automatically completes empty cells with the last value found in the same column, speeding up information categorization in your analyses.

  • Fill empty cells (date, number, or text) by replicating the last value in the column.

  • When a cell with a different value appears, this new value is replicated in the following cells.

Multiple element selection in the data preparation flow

Available in the data preparation editor when building the flow. Now you can select several elements at once, gaining agility to organize and maintain your preparations.

  • Select multiple steps, annotations, or connections at once.

  • Bulk delete or move selected elements.

BI Integration

Available in the Processes menu, under Process Settings, in the BI Automation option. You can now connect your analyses to business intelligence (BI) systems, expanding what can be done with the data.

  • Create a connection through a database view to a third-party BI system.

Account editing lock after the first approval level

Available in Account Substantiation, in the account approval workflow. To strengthen internal control and compliance with the Sarbanes-Oxley Act (SOX) Internal Control Model, upon advancing to the first level of the approval workflow, analysis creation and editing actions are blocked, ensuring that what was submitted undergoes rigorous control.

  • Upon reaching the first approval level, creating and editing the account analysis is blocked.

  • To edit information, simply return the analysis to the first approval stage.

Improvements

  • The Transform and Filter step of the data preparation flow has gained the Foldercode() function, which returns the code of the folder where the process is located—useful for differentiating the same process present in different folders within analyses.

Fixes

No fixes in this version.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.1 - December 15, 2023

New Features

No new features in this version.

Improvements

  • In the data preparation data sample, double-clicking the column border now automatically adjusts the width.

Fixes

No fixes in this version.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.3 - December 22, 2023

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed the Copy to clipboard button in the About the Dattos Platform option, which was not working.

  • Fixed the Chart of Accounts loading in Account Substantiation, where accounts marked as canceled were becoming active again.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.4 - December 29, 2023

New Features

No new features in this version.

Improvements

  • In Account Substantiation, when advancing the approval workflow, users are once again able to view attachments linked to an entry.

Fixes

  • Fixed the restoration of Gallery templates containing the Fill step, which was not being restored correctly, and started signaling the error message to the user when restoration fails.

  • Fixed the restoration of Gallery templates with the Smart Transform step, where the data sample was not loading.

  • Fixed an error when replacing the preparation of a process brought from the Gallery.

  • Fixed the visualization of entry steps in Account Substantiation, which were not opening.

  • Fixed an error in Reconciliation Analysis caused by a lack of permissions.

  • Fixed execution scheduling, which displayed the current time instead of the configured time.

  • Fixed report export that was coming out with undue spaces.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.6 - January 9, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed the Split Text step of the data preparation flow, which generated discrepancies in the result.

  • Fixed an error when saving the Filter step and when dragging steps in the data preparation editor.

  • Fixed an error when saving the data sample of the Integrate Preparation step.

  • Fixed an error when editing an Identification Rule in the data preparation flow.

  • Fixed failures in certain data imports for a specific reference date.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.7 - January 12, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed the Text File step of the data preparation flow, which ignored the first line when importing multiple structure files.

  • Fixed the flow data sample, which displayed no status when it exceeded 50 MB.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.8 - January 18, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed the identification of files with filtered columns, which had a loading error.

  • Fixed the unavailability of certain tables in the BI integration (BI Automation).

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.10 - January 26, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in reading delimited files during data loading.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.11 - February 2, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Completed the fix for reading delimited files during data loading, covering cases that still presented errors.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.14 - April 12, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed a failure in reading XML files during data loading.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.15 - April 30, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed the Reconciliation Analysis report, which did not respect the number of items per status.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.16 - May 3, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed the percentage tolerance calculation in Reconciliation Analysis.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.17 - May 17, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an inactive Configuration Package that remained with a scheduled execution.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.18 - May 24, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in the Export button of the Reconciliation Analysis.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

13.8.19 - June 25, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error that occurred when the user session expired.

Points of Attention (Breaking Changes)

No points of attention in this version.

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