Triangle Software XRA RightAngle Excel plugin logo

Release Notes

Release Notes v1.1.0.0
November 14, 2022

Enhancements & New Features

User Story: 3541

Excel table population happening too slowly

We have refactored how and when the table in Excel is created and populated with report data. The result is a much faster and more reliable retrieval of report views in X-RA. The result of this overhaul is a decreased wait time for retrievals to complete. For larger retrievals, some results may be 500% faster!

User Story: 2630

Ability to resize criteria dropdowns

Criteria dropdowns can now be horizontally resized so that the user can see all the data in dropdowns that contain wide options to select.

User Story: 370

Support entering time in criteria date fields

Criteria fields that display a timestamp in RightAngle now also display a timestamp in X-RA. Dynamic criteria fields default to displaying the timestamp in RightAngle. These fields now show the time stamp in X-RA as well (the "Ignore Time" option is also respected in X-RA).

User Story: 2949

The Like operator is not converting to X-RA correctly when inside of an IF statement

When a "Like" operator was used inside of an IF statement, the computed column was not translating correctly to an Excel formula. The "Like" operator now works correctly in computed columns.

User Story: 2630

Improve server error handling

Many error messages were missing vital information due to serialization. Client error messages are now more descriptive, and server error messages are now reliably logged to RA Event Log (or the Windows Event Viewer when RA is unavailable).

User Story: 3412

Excel X-RA workbooks should be backwards compatible

Saved Excel X-RA workbooks are now compatible with future upgrades of X-RA. Any Excel workbook saved in v1.6.3.1 moving forward will not need to be re-created with future X-RA version patches. 

Enhancements & New Features

User Story: 2630

Make X-RA™ first report loading faster

Wait times during the caching at X-RA’s first open have been decreased.

User Story: 2637

Make X-RA Training Videos accessible from the X-RA Toolbar

A button has been added to the X-RA Toolbar allowing users to access X-RA Training Videos.

Enhancements & New Features

 

User Story: 2099

Restyle Pop-up Windows in X-RA™

All pop-up windows in X-RA have been restyled to have a similar look and feel that better matches the X-RA theme.

 

User Story: 76

Add ExternalColumns from X-RA

External Column scan now be added to a report from within X-RA.

 

User Story: 2085

Manage Columns From X-RA

Columns in anX-RA report can now be re-ordered, re-named, made visible/invisible, be removed(if they are an external column) – all from within X-RA. External Columns that have been added to a report now display what path was used to add those columns.

 

User Story: 77

Add DynamicCriteria from X-RA

Dynamic Criteria can now be added to a report’s criteria from within X-RA.

 

User Story: 2136

Update UOM /Aggregate Type for External Columns

External Columns on a report can now have their UOM/CurrencyConversion defined from X-RA. External Columns on a report can also now have their Aggregate Type defined from X-RA.

 

User Story: 1982

Better Error Logging on Scheduled Retrievals (XraRetrievealTask)

When an automated retrieval fails (bad criteria, server errors, etc.), the error is now displayed in the second title row of the report.

 

User Story: 68

Reset Criteria to Original Values

Criteria values can now be reset to their original values from within X-RA.

 

User Story: 189

Revert to LastRetrieved Criteria

Criteria values can now be reverted to the criteria used when the report was last retrieved.

 

User Story: 2271

SupportViewing the Inventory Workbench in X-RA

A custom report is now shipped with X-RA called “Search Inventory Workbench.” This report displays data in X-RA in a similar fashion to RightAngle’s Inventory Workbench.

Enhancements & New Features


User Story: 54

Support RightAngle report views saved as pivots

Report views that are saved in pivot format in RightAngle report views are now displayed in pivot format in X-RA.


User Story: 812

Support scheduled retrievals

A scheduled task now exists that can schedule when a workbook (and all worksheets contained therein) will be automatically refreshed and saved for later viewing.


User Story: 901

References to retrieved data are updated when report is refreshed 

All items referencing an X-RA table (custom pivots, graphs, etc.) are now updated when the X-RA report is refreshed.


User Story: 1933

If the current worksheet contains data, create a new worksheet when launching report

When a user attempts to open a new report in X-RA by double clicking a report in X-RA’s RA Report Launcher, a new worksheet is created if the current worksheet contains any data.

Enhancements & New Features

User Story: 1092

Support Computed Columns from RightAngle Report Views

Computed Columns that are saved in RightAngle Report Views are now displayed in report views within X-RA.


User Story: 1777

Support External Query Columns from RightAngle Report Views

External Query Columns that are saved in RightAngle Report Views are now displayed in report views within X-RA.


User Story: 1788

Add formatting to Computed Columns if specified in a RightAngle Report View

When a RightAngle Report View contains Computed Columns, the column formatting in X-RA will reflect the formatting used in the RightAngle Computed Column.


User Story: 1789

Add error text if a Computed Column formula fails

If there is an error in a Computed Column in X-RA, the formula is displayed in the cell prefaced by “#ERROR:” to indicate that the formula will need to be adjusted.

Enhancements & New Features


User Story: 19

Select reports/views as favorites in launcher

The ability to define a report as a favorite so that it appears in a separate “Favorites” category in the Launcher has been added to X-RA. Right clicking on a report title now displays the option to Add or Remove the report from the “Favorites” folder.


User Story: 1712

Add ability for users to open PDF documents in X-RA

Users can now open PDF documents in X-RA by selecting a row (or rows) and clicking the ‘Open Document’ button in the X-RA add-in. Only reports that have the ‘Document ID’ column on the report (or added to the report view) will display the ‘Open Document’ button. If no document exists, an appropriate message is displayed.

Enhancements & New Features

User Story: 1505

Add security by internal BA

The ability to filter criteria dropdowns and reports by internal BAs has been added to X-RA. 


User Story: 1508

Refresh Report button sometimes is grayed out momentarily

When moving tab to tab, the 'Refresh Report' button was sometimes grayed out for a few seconds. This has been resolved.


User Story: 1511

Clear error messages on parent reports when selecting a new row

If there is an error on a parent report from some failed navigation action, we now clear that error when attempting to navigate again.


User Story: 1512

Make editable reports available in X-RA as read-only reports

Users can now view editable reports (and the Inventory Rundown report) in X-RA. Any report views saved for editable reports are also visible to the user. The following reports are not included: Contract Management and Approval, Global Price Maintenance, Form C Capture, Product and Location Structure Maintenance, Portfolio and Strategy Structure, Posted Price Maintenance, Rapid Price Maintenance.


User Story: 1559

Remove saved options from appearing when entering data into criteria text fields

Saved options will no longer appear when typing data into text and date fields.


User Story: 1565

Improve retrieval performance

A thorough check has been done on the efficiency of code resulting in a 20% increase in retrieval times.

Enhancements & New Features

User Story: 45

Add support for changing comparison operators in X-RA

Comparison operators (contains / begins with / ends with / etc.) in X-RA criteria can now be modified directly from X-RA. Similar to RightAngle, the comparison operators display in blue text and lower a dropdown when clicked.

User Story: 634

Add Currency

The ability to apply currency conversion to an X-RA report (where it is available on RightAngle reports) has been added to X-RA. Currency conversions work the same as UOM conversions and require a refresh to see changes. The Currency conversion selectors will be under the Criteria section of the add-in.

User Story: 1489

Row highlighting is causing data to display incorrectly in certain fields

When a child report was open, selecting a row on the parent report was bolding the text which was causing some fields to display as "#######". The bolding has been removed.

User Story: 1514

Build SQL script to aggregate the X-RA report usage statistics

SQL has been provided that parses out the data contained in the 'Search Event Log' for each X-RA retrieval. This data can be then moved to Excel where users can group and aggregate the data.

Enhancements & New Features

User Story: 315

Format Excel columns to match column formatting defined in saved report view

When formatting changes were saved in a RightAngle report view, the X-RA report was still using the base report's formatting. The X-RA reports now use the formatting that was applied to saved report views (filtering, conditional formatting, and sorting changes in Excel are still persisted between retrievals). This User Story does not include formatting changes dealing with font, text color, background color, etc.

User Story: 1406

Write Excel table data in batches

In an effort to help with the performance of Excel writing data into the table, data will now be written in batches. When a user clicks the 'Refresh Report' button, the database retrieval occurs. Then, the data is handed over to Excel to be painted and formatted. The size of the batches is configurable in the Configurations.js file under the following:

window["TableWriteBatchSize"] = 10000; 

The batch size defaults to 10,000. Changing this number can potentially increase or decrease retrieval times and can also affect CPU utilization on the client machine.

User Story: 1423

Log retrieval information to the RA Event Log

Data recorded about each retrieval in X-RA is written to the RightAngle Event Log. An entry is inserted for retrieval start and each retrieval finish. 

Enhancements & New Features

User Story: 1230

Prevent the user having to wait while the service is initialized on login

When logging in for the first time of that day, users would have to wait or click ‘Login’ multiple times. This was caused by the Triangle Reporting Service not running until it receives its first request. This would cause a delayed login for the user if they were the first to login since the app pool had started, IISRESET had been run, or the server had been restarted. With the addition of caching, there are items that get loaded that “wake up” the service and keep it awake for the next user interaction. The service is now initialized at all times.

User Story: 1278

Update UI of ‘New Report’ and ‘New Child Report’ buttons

The ‘New Report’ and the ‘New Child Report’ buttons in the Add-in were originally displayed in a dropdown. This caused the ‘New Child Report’ to always require 2 clicks. The ‘New Child Report’ has been moved to be right next to the ‘New Report’ button. Spacing and highlighting have also been updated.

User Story: 1225

Push new worksheets to the end of the current group, not end of the list

When a user would create a new worksheet, the new excel tab was created at the end of the list of worksheets. If the user has many worksheets open, the new tab could be too far from the tab that is currently being worked on. New tabs are now created directly to the right of the current worksheet. If focus is on a tab that is in a group of worksheets (groups are created by opening child reports and are colored to indicate the grouping) then the new worksheet is created to the right of the current group. 

Bug Fixes

Bug: 3373

Correctly handle "(Empty)" in computed columns displayed in X-RA

If a computed column was looking for "(Empty)" text, Excel was displaying these values as blank cells. X-RA now correctly sees blank cells as "(Empty)" cells.

 

Bug: 3375

Sorting a column on a child report that contains a computed column crashes Excel

Navigating to a report view in X-RA where the child report contained computed columns would crash Excel if the child report view also contained computed columns. X-RA now correctly handles sorting on all child reports.

 

Bug: 3022

Allow users to clear errors in X-RA

Users can now clear error messages that appear in X-RA.

 

Bug: 3326

X-RA handling of extremely long computed columns

A computed column that is so long that it will translate into an Excel formula that is greater than 8,192 characters is no longer wrapped in the "IF ERROR" text in X-RA. If the computed column itself is greater than 8,192 characters, it will display the following message in the X-RA column: "The formula is too long. The max length an Excel formula can be is 8,192 chars."

 

Bug: 3107

Filters are not being retained on child reports

When a user filtered a child report in X-RA and then returned to the parent report and refreshed the report, the filters were removed from the child report. Filters on child reports are now retained when the parent report is refreshed.

 

<Multiple Bugs>

Computed columns are not translating to X-RA correctly

Several bugs addressed the bad translation of computed columns over to X-RA. Customers discovered several edge cases where a computed column prevented the retrieval in X-RA from finishing. These edge cases are now handled by X-RA, and code was added to not let columns that error out prevent the rest of the X-RA report from retrieving. 

Bug Fixes

 

Bug: 2613

Support viewing Report Views with Computed Columns that use both string and mathematical computations

If a computed column attempts to do mathematical computations inside of a string, X-RA will display the computed column without error.

 

Bug: 2632

Allow X-RA’s Manage Column window to remove Computed Columns and External Query Columns

XRA’s “Manage Columns” window did not allow users to remove columns besides External Columns. Now, Computed Columns and External Query Columns contained in a report view can also be removed.

 

Bug: 2633

Support viewing Report Views with Computed Columns that reference columns that are no longer part of the grid

If a computed column references a column that is no longer on the report, X-RA will retrieve all the other columns and rows of the report without erroring.

 

Bug: 2639

Support viewing Report Views where columns do not exist in the grid

If a report view has been corrupted where a column exists in the Dynamic Column Collection but not in the Devex Grid, X-RA will retrieve all the rows of the report without erroring.

 

Bug: 2649

Support viewing Report Views where column titles are changed by Excel

If a computed column references one of many columns with the same title, X-RA will retrieve all the rows of the report without erroring despite the column titles being updated by Excel (title1, title2, etc.).

Bug Fixes


Bug: 1557

Error when attempting to open certain Fuel Center reports in X-RA

When attempting to open 'Search Fuel Forecast', 'Search Fuel Forecast Detail', or 'Search Fuel Variance' in X-RA, an error message was displayed. This has been resolved.


Bug: 1753

Up and down arrow keys skip over reports when filters are applied

When a user enters search data into the ‘Search’ field of the RA Report Launcher, the up and down arrow keys were placing focus on non-visible rows. Focus is now only placed on visible rows.


Bug: 1782

X-RA is not displaying Report Views that have a title with a dot

RightAngle Report Views that contain a dot (.) were not visible in X-RA. Now all Report Views are displayed in X-RA’s ‘RA Report Launcher’.

Bug Fixes


Bug: 1694

Some reports are not displaying the correct columns in X-RA

RightAngle report views that were built with the same external column added multiple times were displaying incorrect columns in X-RA. We now take into account the possibility of this happening and display the correct columns.


Bug: 1696

Incorrect username being logged during X-RA retrievals 

In the RightAngle Event Log, when logging the retrieval information, the username of the TRS service account was being logged rather than the X-RA client user. This has been resolved.


Bug: 1701

Search bar is slow to display the text that the user is typing 

When focus was placed in the Search bar and the user began typing, the text would not show up for a couple seconds. This was caused by the system performing an “expand all” of all report folders. The order of operations has been changed slightly to help with this user interface.


Bug: 1702

Comparison Operators are hard to see when using a dark theme

The comparison operators (“contains”, “equals”, “begins with”, etc.) were difficult to see against the dark background when using a dark theme. The color of the text has been changed to one that works well with light and dark themes.


Bug: 1741

Reports not retrieving with “LocationID is not valid” error

The error message that the LocationID is not valid in the display style was occurring when a value conversion could not take place. This has been corrected on known reports and will not prevent retrieval of other reports should it exist on other reports.

Bug Fixes

Bug: 1407

The 'Cancel Report' spinner was prematurely ending

The 'Cancel Report' button was changing back to the 'Refresh Report' button before all the rows were painted into Excel. Now, the 'Cancel Report' button remains on the screen until the last row is painted into the Excel table.


Bug: 1500

When Child Report is open, selecting all rows returns 0 rows in child report

Selecting all the rows in a parent report returned 0 rows in the child report. The appropriate rows are now displayed in the child report when all the rows are selected in the parent report.


Bug: 1501

Opening reports as child reports with Security by Internal BA

When Security by Internal BA is on, navigating to child reports now works correctly, only pulling back rows in child reports base on BAs.


Bug: 1509

Child Report Navigation: An error is thrown when sorting a column on the parent report

When a row on a parent report was sorted, an error was thrown. This has been fixed. When a column on a parent report is sorted, any row selections are now removed.


Bug: 1518

X-RA indicates that 1 row was retrieved when 0 rows were retrieved 

When X-RA retrieved 0 rows, the header indicated that 1 row had been retrieved. This has been resolved.

Bug Fixes

Bug: 1466

Large dropdowns slow to appear or never load

Criteria dropdowns that contain large amounts of data were taking too much time to open. Dropdowns now use virtualization to display the data in the dropdowns, which will allow the dropdowns to open without loading all of the data within them first.

Bug Fixes

Bug: 1388

Formatting changes are not persisted between retrievals

When formatting changes were made on a retrieved X-RA report, those changes were lost after subsequent retrievals. Formatting changes, as well as filtering, conditional formatting, and sorting changes in Excel are now persisted between retrievals.

Bug: 1402

Reports not opening when double clicked

Occasionally, reports were not opening when the user would double click a report title in the "RA Report Launcher". Reports will now open when they are double clicked.

Bug: 1405

Opening the add-in on a new sheet is not displaying loading screen

Opening the add-in on a new sheet was causing the loading screen to leave before the report launcher loaded, thus displaying the "You do not have access to any reports" message to appear. The message will now only appear when a user truly does not have access to any reports.

Bug: 1408

Criteria end dates are using 11:59 AM instead of 11:59 PM

Reports with a time on the end date in the criteria were only retrieving records to 11:59 AM and not PM. This was due to a time zone issue and has been corrected to 11:59 PM.

Bug: 1435

No reports available in launcher

When security was enabled, the users were unable to see any reports in the launcher because the reports were not being filtered properly. The appropriate reports are now visible for all users.

Bug: 1451

Error saving X-RA Licensed Attribute

An error was displayed when the user attempted to save Contact and User Maintenance after adding the "X-RA License" attribute. Contact and User Maintenance now saves correctly.

Bug Fixes

Bug: 1175

Icons in X-RA ribbon do not adjust when using dark themes

When using a “Dark Gray” or “Black” MS Office theme, the X-RA icons were not adjusting their color properly. New icons were created that adjust correctly with the different Office themes.

Bug: 1404

Search Deal Details takes a long time to load criteria fields

When attempting to render the criteria for Search Deal Details, it would take a long time to load due to a timeout when attempting to retrieve the PriceCurveComboBox datalist. The time for loading Search Deal Details is now the same as loading any other report.

Bug: 1224

Double clicking space to the right of report name does not open report

In the Report Launcher, the user had to click directly on the report name in order to open a report. Now the user can click anywhere on the line of the report name.

Bug: 1264

The Search Tax Licenses report does not open in X-RA

When attempting to open the ‘Search Tax Licenses’ report, an error message was displayed, and the report was not opened. The report now opens successfully in X-RA.

Bug: 1408

Report End Date using 11:59 AM instead of 11:59 PM

There were a few reports (for example, Search Accounting Transactions) that were using time zones when passing the End Date time to the Triangle service. Time zones have been removed when passing data and now all reports use 11:59:59 PM. 

Coming Soon


User Story: 68

Add ability to reset criteria to original values


User Story: 76

Support the adding of external columns from X-RA


User Story: 77

Support the adding of dynamic criteria from X-RA


User Story: 189

Add ability to revert to last retrieved criteria


User Story: 549

Support aggregates from RightAngle report views in X-RA


User Story: 1937

Add support for navigation from a pivot drill-down

Coming Soon


User Story: 577

Apply filters from RightAngle Report Views

User Story: 860

Track usage of X-RA


User Story: 867

Prompt user to clear filters on retrieve


User Story: 901

Refresh all references to table when report is refreshed


User Story: 1758

Apply report view filters on server side

Coming Soon

User Story: 76

Add external columns from X-RA


User Story: 77

Add dynamic criteria from X-RA


User Story: 557

Format collapsed criteria option widths to use the specified RA control width


User Story: 577

Apply filters from RA report views


User Story: 860

Track Usage of X-RA


User Story: 1902 

Support Computed Columns from RA Report Views

Coming Soon

User Story: 19 

Select reports/views as favorites in launcher


User Story: 68

Reset criteria to original values


User Story 76

Add external columns from X-RA


User Story: 77

Add dynamic criteria in X-RA


User Story: 576

Add ability to resize criteria dropdowns


User Story 577

Apply filters from RightAngle report views


User Story: 901

Refresh all references to table on report refresh


User Story 1092

Support computed columns from RightAngle report views

Coming Soon

User Story: 19

Select reports/views as favorites in launcher

Add the ability to define a report as a favorite and appear in a favorites folder.

User Story: 1505

Make SBIBA work for reports without an internal BAID criteria item

Implement a new approach for handling Security by Internal BA.

User Story: 1508

Refresh Report button sometimes is grayed out momentarily

When moving from tab to tab, the 'Refresh Report' button is sometimes grayed out momentarily.

User Story: 1511

Clear error messages when when selecting a new rows to refresh a child report

If an error is displayed on a parent report, the error should be cleared once error is no longer relevant.

User Story: 1512

Make editable reports available in X-RA as read only reports

To accommodate users who would like to see report views created from editable reports, make editable reports (and the IRD) available in X-RA.

Bug: 1281

Grouped tabs are not colored correctly

Opening or closing tabs in a group in a particular sequence causes tab coloring errors.

Bug: 1306

Data is not being displayed in a child report 

Using the ‘Ctrl’ key in a particular sequence causes data to not display in a child report.

Bug: 1407

The ‘Cancel Refresh’ spinner stops before data appears

The ‘Cancel Refresh’ spinner stops when the data rendering onto the sheet begins.

Bug: 1500

When Child Report is open, selecting all rows returns 0 rows in child report

Using 'Ctrl' + 'A' to select all rows in a parent report returns 0 rows in the child report.

Bug: 1501

Selecting certain rows in parent report displays error in child report

Selecting rows in a parent report in a particular sequence displays the following error: "TypeError: Cannot convert undefined or null to object".

Bug: 1509

Child report navigation: selecting row then sorting throws error

When a child report is open, sorting certain rows on the parent column causes an error in X-RA.

Bug: 1518

When 0 rows are retrieved in X-RA, X-RA says that 1 row was retrieved

A retrieval that results in 0 rows being retrieved displays that 1 row was retrieved in the report's title row.

Coming Soon

Bug: 1281

Grouped tabs are not colored correctly

Opening or closing tabs in a group in a particular sequence causes tab coloring errors.

Bug: 1306

Data is not being displayed in a child report 

Using the ‘Ctrl’ key in a particular sequence causes data to not display in a child report.

Bug: 1407

The ‘Cancel Refresh’ spinner stops before data appears

The ‘Cancel Refresh’ spinner stops when the data rendering onto the sheet begins.

Bug: 1466

Large dropdowns slow to appear or never load

Criteria dropdowns that contain large amounts of data take too much time to open.

User Story: 45

Add support for changing comparison operator in X-RA

Give the user the ability to change how the criteria item is compared in X-RA.

User Story: 1498

Row highlighting is causing data to display incorrectly in certain fields

When a child report is open, highlighting and bolding are causing some fields to display as "#######".

User Story: 1514

Build SQL script to aggregate the X-RA report usage statistics

Display meaningful data about X-RA retrievals that can be consumed by customers.

User Story: 634

Add currency

Add the ability to apply currency conversion to an X-RA report where it is available.

User Story: 315

Format columns to match what is defined in saved report view

X-RA report tables will be formatted the same way as they are in RightAngle report views.

User Story: 19

Select reports/views as favorites in launcher

Add the ability to define a report as a favorite and appear in a favorites folder.

Coming Soon

User Story: 1423

Log retrieval information to the RA Event Log

Adding the ability to track information about X-RA retrievals. 

Bug: 1402

Reports not opening when double clicked

Opening reports in a particular sequence causes reports to not open.  

Bug: 1405

Opening the Add-in on a new sheet is not displaying loading screen

The loading animation disappears when Add-in is opening in a particular order.  

Bug: 1407

The ‘Cancel Refresh’ spinner stops before data appears

The ‘Cancel Refresh’ spinner stops when the data rendering onto the sheet begins.

Bug: 1388

Formatting changes are not persisted between retrievals

Changes to formats are lost after user re-retrieves data.

User Story: 315

Format columns to match what is defined in saved report view

X-RA report tables will be formatted the same way as they are in RA report views.

User Story: 1406

Retrieving a large report has a lot of delay

Experiment with writing the X-RA rows in batches to ease the burden on Excel.

User Story: 45

Add support for changing comparison operator in X-RA

Give the user the ability to change how the criteria item is compared in X-RA.

Bug: 1306

Data is not being displayed in a child report 

Using the ‘Ctrl’ key in a particular sequence causes data to not display in a child report.

Bug: 1281

Grouped tabs are not colored correctly

Opening or closing tabs in a group in a particular sequence causes tab coloring errors.

User Story: 634

Add currency

Add the ability to apply currency conversion to an X-RA report where it is available.

User Story: 19

Select reports/views as favorites in launcher

Add the ability to define a report as a favorite and appear in a favorites folder.