New features and changes

New features in Comarch BI Point 2023

New application features

  • New repository
In 2023 version, a new software repository was created. The layout and description of the panels can be found in article "Repository" of the BI Point user manual.
  • External link support
In the Reports tab, it is possible to add links to external sites.
  • • Option to switch layouts between new repository and standard repository

New report and dashboard features

  • Data models and standard reports in Comarch BI Point have been updated to the current model reports and standard BI analyses.
  • The way of aggregating advance documents has been improved in the model “1. Sales” for XL BI Point Start. Reports based on the sales model include advance invoices for which a final invoice does not exist.

Fixes in Comarch BI Point 2023

  • In 2023 release, further modifications have been introduced to increase the application security standards, including password policy.
 

New features in Comarch BI Point 2023.1

1. New application features

  • Copy-Paste function
A data copy function has been added for reports and tables. Thus, it is no longer necessary to save data to a report file in order to transfer values from tables. To properly copy a table, just use the mouse to select an area, and then using the keyboard shortcut Ctrl+C, copy the data to the clipboard. The selected area is highlighted in a different color to make sure what exactly is being copied. Example: After copying, just do the keyboard shortcut Ctrl+V or "right mouse button" + "paste" Instead of using the mouse, you can also select the entire table with the keyboard shortcut Ctrl+A In a situation where a specific dimension contains multiple sub-dimensions in the table, for example, the “Year” dimension contains multiple documents from the “Document Number” dimension, the Copy function will split the “Year” dimension into each document number from the table (the column with year is not merged):         In a situation where dimensions are presented differently in the table, as in the case below: • “Year” dimension is expanded • “Document Number” dimension is expanded for one document only • “Product Code” dimension is only expanded for one document that is expanded in the “Document Number” dimension             the table will look as follows after pasting the data: As shown in the above screenshot, when there is no product expanded for other dimensions, the corresponding column is copied from the previous dimension (in this case, these are the red document numbers framed in red).   As far as the format of copied data is concerned, the data is always pasted in numerical format after copying. Example: Comarch BI Point • Measure “Sales Value” in “thousands” format • Measure “Sales Quantity” in “Scientific notation” format                           Microsoft Excel                        
  • Refreshing the columns Status, Recalculated, Last loading time, ...
The display format has changed for the selected columns so that it shows the actual status of data model, subscription, report. In order for the current status to be shown, there is no need to refresh the repository as any changes such as recalculating the data model are refreshed in real time.
  • Refreshing data model in the repository
For all data models (except for the DirectQuery model), the option to refresh a data model from the repository is now available. This way, there is no need to go through all the steps in the data model in order to refresh it.    
  • Warning about blocked browser pop-up windows
The "Save to File" option requires that "pop-ups" be unblocked in advance from the browser. In the case of pop ups being blocked by the browser, the cause of error writing to a file is now notified.
  • Page size limit
The maximum allowed page size has been increased from “500” to “1000”. The default size remains unchanged and it is “15”.

2. New report and dashboard features

  • Data models and standard reports in Comarch BI Point have been updated to the current model reports and standard BI analyses.
  •  A new report 1.15 Sales with sugar fee is now available for Comarch BI Point XL Start.

3. Fixes in Comarch BI Point 2023.1

  • In 2023.1 release, further modifications have been introduced to increase the application security standards, including password policy.

     

New features in Comarch BI Point 2023.2

1.  New application features

  • Saving multiple tables
It is now possible to export tables from the user dashboard into a single xlsx file (each table in the dashboard will be a new sheet in the file).                                
  • New subscription pane in “BI Point 2023 Repository”
In Comarch BI Point 2023.2, there is a new subscription pane customized to the layout of Comarch BI Point 2023 repository. For a detailed description of this pane, please refer to the user manual.
  • Creating a subscription in the subscription pane
There is a new option for adding a subscription directly from the left pane “Subscriptions”.

2. New report and dashboard features

Data models and standard reports in Comarch BI Point have been updated to the current model reports and standard BI analyses.

3. Fixes in Comarch BI Point 2023.2

In 2023.2 release, further modifications have been introduced to increase the application security standards, including password policy.

New features in Comarch BI Point 2023.3

1.  New application features

  • Analysis

Comarch BI Point 2023.3 provides users with a beta version of a new way of analyzing data, which will replace existing reports in the future. To create your own analysis, simply select from the repository: Create > Analysis. Analysis provides the following features:
  • Edit/preview mode
  • Table and chart formatting from the formatting pane on the right
  • Data filtering
  • Data formatting from the repository on the left
The overall analysis-related documentation can be found in Comarch BI Point user manual.

2. New report and dashboard features

  • Data models and standard reports in Comarch BI Point have been updated to the current model reports and standard BI analyses.

  • A new dashboard and reports on Comarch BI Point program administration issues have been added.

Dashboard: “Model dashboard” Reports: “Frequently used models”, “Frequently used connections”, “Last reloaded models”, “Last created models”, “Source models of multi-level models”, “Last opened reports”, “Last modified reports”, “Last created reports”, “Report subscriptions”, “Subscription recipients”, “Last sent subscriptions”, “Last created subscriptions”.

3. Fixes in Comarch BI Point 2023.3

  • In 2023.3 release, further modifications have been introduced to increase the application security standards, including password policy.

New features in Comarch BI Point 2024

1.  New application features

  • New date formats

In Comarch BI Point 2024, a new date presentation format Date and Time has been added. The structure of the Date and Time format is the following: Year-Month-Day Hours-Minutes-Seconds

  • Sorting – OLAP type (Analysis)

For OLAP-type models, new dimension sort options have been added. Analysis Report Available sort options are:
  • Predefined criteria (automatic)
Sort type predefined by Comarch BI Point program. This is a classic sort mode. It works in alphabetical order of the displayed dimension.
Uwaga
All the sort types below are OLAP database settings-dependent! For example, when Customer Abbreviation attribute is sorted by the key defined on the OLAP database, the dimension will be sorted by that attribute’s key, where Customer ID for the Customer Abbreviation is:     view in the Analysis: the order of customer IDs in the Knt_Akronim column in the database:      
• OLAP source Sort type is set in the OLAP source. • Value (OLAP) Sort type by the Value column in OLAP. • Text (OLAP) Sort type by the Text column in OLAP. • Key (OLAP) Sort type by the Key column in OLAP. • ID (OLAP) Sort type by the ID column in OLAP.  

2. New report and dashboard features

  • Data models and standard reports in Comarch BI Point have been updated to the current model reports and standard BI analyses.

 

3. Fixes in Comarch BI Point 2024

  • The postgresql engine has been migrated to the latest version of "PostgreSQL 16”.
  •  In 2024 release, further modifications have been introduced to increase the application security standards, including password policy.

New features in Comarch BI Point 2024.1

 1. Writing to a file from the repository

   All analysis-related changes can be found in below articles:

    Writing to a file from the repository

As of Comarch BI Point 2024.1, it is possible to write to a file from the repository without running the report/analysis/dashboard. To export an object, select it and then choose [Save to File]. In the opened window, you can define a file format. By selecting Advanced options, you can customize additional options for the saved object.

    Dynamic change of left/right pane width

In Comarch BI Point 2024.1, it is possible to adjust the width of the left/right pane in the repository view: The main view scales according to the width of the left pane: the number of columns in the main view: and whether the right pane is collapsed/expanded:

    Subscription parameters

In the new Comarch BI Point repository, it is now possible to use data model parameters in a report/dashboard/analysis subscription. Description of the parameters can be found in Comarch BI Point 2024.1 user manual under  Subscriptions.

    Model error preview in the right pane

In the new repository, it is now possible to verify an error that occurs on an object under the History tab.

    Modification mode – Create new instance/Use existing instance

Users of BI Point 2024.1 installed in a different location than the configuration tool can choose the location of the instance to be modified: Selecting the option  will create a new instance with the specified name in the default location of the configuration tool.

2. New report and dashboard features

Data models and standard reports in Comarch BI Point have been updated to the current model reports and standard BI analyses.

 

3. Fixes in Comarch BI Point 2024.1

In 2024.1 release, further modifications have been introduced to increase the application security standards, including password policy.

New features in Comarch BI Point 2024.2

 1.  New features in the application

     BI Point Premium

In Comarch BI Point 2024.2, it is possible to create a new analytics engine. The premium analytics engine requires an additional license. View the "BI Point Premium" article for details.  

     Contexts

Contexts are now supported in the new repository. For description, view the "Contexts" article.  

     Import/Upload File option in new repository

In the new repository view, it is now possible to import/upload objects. For details, see the article "Import/Upload file".  

     From the user's perspectives

This mode is only available to users with BI Point administrator privileges. In this mode, it is possible to select a user whose privileges will be used to view the repository with only the items accessible to the selected user. A description and explanation of how it works can be found in the article “Repository from the user's perspective.”  

     Disabled old repository version

The default option to switch between the old and new repository views has been disabled in the new version of the application. The new repository view is now the only available option.  

     License expiration prompt

The prompt informs the user about an expiring/expired license for the Comarch BI Point application. When the application license only valid for one more month, the following banner appears: And when the application license only valid for one more week: The banner appears in all areas of the application and is visible to all users. Users can close the banner, but it will reappear each time they log in. If the license has expired and has not been renewed on time, the following message is displayed for Comarch BI Point XL/ERP Standard/Optima: If Comarch CEE BI Point and Comarch BI Point Standalone are installed, it will not be possible to use the application until the license is renewed.  

     Analysis - selection summary

It is now possible to preview summaries for selected data in the analysis. When you select multiple data fields, summaries of the selected rows appear at the bottom of the pivot table. The scope of what is visible in the summary can be defined by the user in the summary configuration: Selectable options are:
  • Numeric value counter
  • Maximum
  • Minimum
  • Median
  • Average
  • Sum
 

     Analysis - SHIFT selection

In addition to the existing selection methods, cells can now be selected using the keyboard shortcut SHIFT + cell 1 + cell 2. With this shortcut, you can select the entire range of data between the first and last cells you have selected.  

     Analysis - prompt when creating a reportu

When attempting to create a report, the application informs that it is possible to create an analysis (a new report version) has been added.

     Analysis - charts

Analysis chart options has been expanded to include a new cascade chart and new features such as advanced data formatting and label element selection. The advanced chart options have also been updated to provide the chart with all the features available in earlier versions of the interface. For more information, see the article "Chart".  

     Dashboard - open in edit/preview mode

Dashboard can now be opened in edit/preview mode.

The dashboard is opened in preview mode, by default. Previously, in order to make any changes to the development objects, it was necessary to first reload and display the data in preview mode. Only then was it possible to switch to edit mode.

By opening the dashboard in edit mode, it is no longer necessary to reload it, which significantly streamlines the modification of development objects.

After opening the dashboard in edit mode, the following message appears on each development object:

Once you have finished making changes and switched to preview mode, all changes are displayed in the preview.

 

     Subscription -  subscription email

The message delivered via subscription has been refreshed. Section: varies depending on how frequently the subscription is sent: once, daily, weekly, or monthly.  

     ChatERP

The ChatERP system can now be integrated with Comarch BI Point software, so it can be used directly within the application. To activate ChatERP, click on this icon: Becasue ChatERP is based on the Comarch BI Point system's documentation, it quickly and easily searches for necessary information. It integrates directly with the documentation's data to provide effective responses to user prompts. For objects of Analysis type, anayses can be created using an integrated ChatERP functionality. Users can formulate appropriate prompts to tailor an analysis to their individual needs:  
In response to the above prompt, the ChatERP will return an analysis generation confirmation:

and will display the suggested values, rows, columns, and filters to be included in the analysis:

 

Selecting "Apply" will copy the values suggested by ChatERP to the analysis table.

For descriptions on how ChatERP works in individual views, see the corresponding articles:

  • Operations in the repository view – ChatERP
  • Operacje in the analysis view – ChatERP
 

     RS/File report - new repository

In Comarch BI Point 2024.2, the file/RS report creation wizard has been updated to align with the new standard user interface of the Comarch BI Point repository. For instructions on how to create each of these reports and how they work, see the articles: “RS report” and “File report.”  

     Save to File - information

When saving an analysis, report, or dashboard to a file, the name and description of the saved object are now additionally presented.

2. New report and dashboard features

The standard reports in Comarch BI Point have been replaced with a new data analysis method called “Analysis.” They have also been updated to the latest version to align with their corresponding versions in BI Analyses.  

3. Fixes in Comarch BI Point 2024.2

In 2024.2 release, further modifications have been introduced to increase the application security standards, including the password policy.

New features in Comarch BI Point 2024.2.1

 1.  New application features

 

    Additional connection parameters

An option to manage the connection pool to the database has been added for MSSQL, Postgres, and Oracle connections. Using this option, you can set a limit on the number of connections to the database that can be maintained and reused instead of creating them separately each time.
  • Minimum number of connections in the pool
specifies the minimum number of connections that are maintaind in the pool, even if they are not currently in use.
  • Maximum number of connections in the pool
specifies the maximum number of connections that can be open in the pool at one time.

    Dashboard - Maps

  • Map zooming
The map on dashboards now includes new options to set the minimum and maximum zoom level: By setting a limit, it will not be possible to zoom in and out of the map beyond the specified ranges. By setting the minimum value = 5, maximum value = 7: the map can only be zoomed out to a maximum of 5 units and zoomed in to a maximum of 7 units:
  • Layer tag - Point
Similar to the functionality available for the Site and Area layer types, the Point layer type now has the option to select, display labels, and filter.

    Personalized links

The article "Personalized Links — Repository" includes instructions on how to create external links from the main menu of the Comarch BI Point repository.  

    FAQ - Documentation

The Comarch BI Point documentation home page now includes a new FAQ tab containing answers to frequently asked questions and descriptions of common issues.  

    Permissions - ChatERP

A new role: ChatERP has been added under the tab Permissions > Roles. Assigning this role to a user grants access to the ChatERP functionality within the Comarch BI Point application.  

2. New report and dashboard features

The standard reports in Comarch BI Point have been updated to the latest version to align with their corresponding versions in BI Analyses.  

3. Fixes in Comarch BI Point 2024.2.1

In 2024.2.1 release, further modifications have been introduced to increase the application security standards, including the password policy.