Academy
2024

Version 14.3 - April

Version 14.3 highlights

The highlight of 14.3 is the Pivot Table in data analysis: you can cross-reference information as needed, freely defining what goes into rows, columns, and values, and summarizing by Sum, Average, Count, Minimum, or Maximum — without relying on exporting to an external spreadsheet. The version also now allows editing a result line directly in the process view, correcting values without redoing the process, and debuts the Premium Services Showcase, where you can learn about and request additional Dattos services without leaving the platform. Other updates and fixes are detailed below.

 


 

14.3.0 - April 23, 2024

New Features

Pivot Table in data analysis

Available on the data analysis screen, under Visualization Type → New Pivot Table. You can build analyses by cross-referencing data as needed, defining what goes into rows, columns, and values — without relying on exporting to an external spreadsheet.

  • Freely choose the fields for rows, columns, and values.

  • Summarize values by Sum, Average, Count, Minimum, or Maximum.

Editing process results

Available on the process visualization screen. You can now adjust a result line directly on the screen, correcting or updating values without having to redo the process.

  • Edit a result line directly in the process visualization.

  • Define in the flow Result step whether the result can be edited or not — controlling who adjusts the data.

Premium Services Showcase

Available in the platform header via the Premium Services icon. You can now learn about and request additional Dattos services — such as consulting and training — without leaving the platform.

  • Explore the catalog of available extra services.

  • Register your intent to purchase through the Showcase's own form.

Improvements

  • The data preparation flow step listing has been remodeled, with the menu organized into groups: Data Source, Preparation, and Result.

  • The data analysis screen gained a more intuitive interface and smoother navigation.

  • On the analysis screen, you can now apply multiple filters per column, pin columns, and export data already filtered.

  • The analysis screen now displays the total rows and columns returned by the dataset.

  • The process execution screen now shows error details when an execution fails, making it easier to identify and resolve the problem.

  • In Reconciliation Analysis, you can now sort data by the Matching Identification field, comparing sides A and B more clearly.

Fixes

No fixes in this version.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.3.2 - May 2, 2024

New Features

No new features in this version.

Improvements

  • Data preparation flow steps no longer display the beta badge, indicating they are consolidated for use.

Fixes

No fixes in this version.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.3.7 - June 5, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error where the identification rule would not find the correct flow in Reconciliation Analysis.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.3.8 - June 11, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed an error in XML to CSV conversion during import.

  • Fixed a failure that prevented downloading files uploaded in versions prior to 14.3.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.3.9 - June 24, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed a case where the identification rule still would not find the correct flow in Reconciliation Analysis.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.3.10 - June 21, 2024

New Features

No new features in this version.

Improvements

  • The Exports menu moved from the Reconciliation menu to the main menu, making it easier to access.

Fixes

  • Fixed the password change option in environments with SAML authentication.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.3.11 - June 24, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed a case where a folder became inaccessible.

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

  • Fixed a case in Account Substantiation where attachments disappeared and the flow was reopened without user action.

Points of Attention (Breaking Changes)

No points of attention in this version.

 


 

14.3.12 - July 2, 2024

New Features

No new features in this version.

Improvements

No improvements in this version.

Fixes

  • Fixed a name displayed incorrectly in a closing group in Account Substantiation.

  • Fixed a support value that appeared incorrectly in the Account Substantiation analysis.

Points of Attention (Breaking Changes)

No points of attention in this version.

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