January 2025

Updates to Sheet Consolidation Rules

We have made several updates to the UI of Consolidation Rules in Sheets to improve user experience and functionality.

Override Rules for Opening Balance

Changes in Applies Metric selection Prompt

Explore icon for any reference in Consolidation Rules

and other cosmetics changes.

Learn more about Sheets here.

Enable Validation using metric data

Previously, we had validation for Task Completion and Activity Submission based on Model data. Now, users will also have the ability to apply similar validation on Metric data as well.

This can be set up for the task for Process. Under the Enable Validation option in the Process Task, you will now see Model selection is now updated to Model/Metric selection. Users can define the validation message in the textbox under Message and set the scoping for validation by selecting members for the respective fields. If any data exists within the same scope, the validation message will be displayed whenever the user attempts to complete the task or submit the instance.

Learn more about Process here.