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Data Hub 10.0 on-premises release notes

Data Hub v10

Released July 2021

What's new in this release

This release includes several new features and enhancements and some defect resolutions.

New Data Hub UI

We have been busy reinventing the UI of Data Hub, aiming to give our product a more modern look, with an improved user experience that also adds new ways of navigating, designing analytics and provides a great platform for future enhancement. Rest assured, we will not simply force you straight on to this new UI; we give you the option to switch between the new and the legacy UIs for at least one year.

Design goals

Our core design goals for this new UI were to:

  • Improve the overall look and feel, improve the UX of the product and make it more modern.

  • Remove the ribbon to save real estate, reduce auto-resizing, and move every Analytics Design element to a Design side panel, similar to Data Models design.

  • Initially, focus on the Reporting UI experience to eventually provide a single view, i.e., merge the Consumer view and the Design view, for every use case and any device.

  • Replace some legacy components and improve the overall app performance when navigating. Outlined below are the changes you will find in the new UI.

New look and feel

StartPage.png

Number

Feature

Description

1

New Resource Explorer experience

The Resource Explorer is collapsed by default.

2

New Create Resource button

Create resources easier with all resources in one place.

3

New Search bar

Searching for resources is easier and improved.

4

Top Ribbon removed

No more top ribbon or chevron to expand.

5

New Profile, Notifications , and Settings menus

Easier access to everything you need.

New Create Resource experience

You can now create a new resource by either:

  1. Clicking on New resource, or,

    New_Resource.png
  2. Opening the Resource Explorer and adding a new resource directly to a folder with the right-click menu.

    NewResourceFromExplorer.png

Simplified Settings UI

The Settings menu has become a simple drop-down menu that displays over resources and allows you to open multiple settings pages as separate tabs. The options displayed will still depend on the assigned role of the user.

Settings.png

New Profile menu

In the Profile menu, you can now:

  • Edit your profile.

  • Use the "Run as" function.

  • Log out of Data Hub.

  • Switch to the Legacy UI.

NewProfileMenu.png

Clicking My Profile will open a pop-up where you can edit your details.

NewUI6.png

Switching between the old and new UI is easily done by using the provided links. Switch to new UI in the menu bar of the old UI, or Switch to legacy UI in the User Profile Dropdown of the new UI.

ToggleNewUI.png
ToggleOldUI.png

New Resource Explorer experience

New Resource Explorer improvements include:

  • Collapsed by default, click the "hamburger" icon to open. The Resource Explorer expands over open resources to avoid resizing them.

  • New drag, hold, and drop control to move resources.

  • A double click is now required to open a resource. This prevents accidentally opening and better supports Shift-Click to select multiple resources.

  • Maximize the Resource Explorer to display more information such as Description, Last Modified by/date, and Created by/date.

  • Bigger font size and updated icons.

  • A new menu accessed by right-clicking on a resource or clicking the ellipses gives you the ability to create a resource directly in a folder. It gives access to New Folder, Translate Missing Members, and Import/Export, which was previously accessed via the ribbon.

NewUI8.png

New Search experience

The new Resource Search feature is now more prominent in the application. It has been moved from the Resource Explorer pane to the new UI's top bar to improve usability. When not selected, its background color is dark.

To search:

  1. Start typing the name of the resource you are looking for in the search bar.

  2. Clicking on a result opens the Resource Explorer and focuses on the selected resource enabling more actions.

  3. Clicking on the icon to the right opens the resource.

Search.png

Search filters

By adding filters to your search terms, you can focus your search on only those areas you want. Type the search filter and the resource to return your results.

Search filter

Function

Example

in:

Searches within a parent folder or model.

NewUI9_1.png

tag:

Searches within resource tags that are applied to resources.

NewUI9_1.png

type:

Searches for a type of resource.

NewUI9_3.png

New Resource options

Options such as Refresh and Save have been moved to the Tab area's right side.

Opening an existing resource always opens it in View mode.

If the current user is a Report Designer or a Full Designer, then the option to Edit the resource is available.

The ellipses display Design and Consumer options. The Consumer options and the UI of this menu resemble the UI of the Consumer view in the Legacy UI and add Summary, Security, and Properties options, previously only available in the Ribbon.

NewUI10.png

New Analytics design experience

Vertical edit panel

Edit or Design Analytics by clicking the Pencil icon displays familiar categories in a vertical pane.

These categories almost exactly match the ribbon menus of the Legacy UI.

Panels always display on top of resources.

NewUI11.png
Query panel

The Query panel (Cube icon) shows the standard Dimension Tree as the first panel from the right. The Dimension Tree is only available from this panel. When creating new Analytics, the Connection options can now be found on this panel.

The design placeholders have been moved to a sub-panel of the Query panel. They do not show on the Analytics canvas and editing a resource no longer resize the analytics.

The New UI’s design experience is still a drag and drop and right click experience from the Dimension Tree onto the placeholders.

NewUI12.png

Right-clicking an element in a placeholder shows the usual Action and Function menu.

NewUI12_1.png

You can also type text in the placeholder to search and add a new Function.

NewUI12_2.png

Editing or Creating a Function, such as a Custom Formula, collapses the Query sub-panel to display the Function's placeholders.

NewUI12_3.png

In addition to displaying the usual Functions, right-clicking a blank area in a placeholder also shows Calculator options. The Boolean options of the old Calculator pop-up have been moved here.

NewUI12_4.png

Operators are available by typing on your keyboard, press enter, or click the item to select.

NewUI12_5.png

Improved error notifications.

NewUI12_6.png

Type a number, then press Enter or select the number from the drop-down list. Single-click to edit numbers.

NewUI12_7.png

Remove items by selecting and pressing Delete, using Backspace, or right-clicking and selecting Remove.

NewUI12_8.png
Other design panels

Home

NewUI13.png

Data

NewUI14.png

Table

NewUI20.png

Chart

NewUI15.png

Design

NewUI16.png

Axis

NewUI17.png

Data Model design UI

Although many changes to the Data Model UI are planned, the Data Model view has not received many UI changes in this current version. You will, however, notice the introduction of the same Vertical Design pane on the right and a new Connection option.

NewUI18.png

New Connection panel for integration

The Connection panel summarizes everything required to connect to the Data Model’s Warehouse. It is a Usability and Integration feature that avoids navigating multiple Data Hub areas to source such connection information (e.g., Model Server, Data Model, Role). It is handy when configuring connections to a Model’s warehouse from a ZAP Power BI App.

Buttons let you Copy information or Edit the resource that provides such information.

This panel/option is also available in Simple Model View.

ConnectionPanel.png

Changes of behavior

The main Portal URL now redirects to the new UI on Desktop devices, not the Consumer view. The Consumer view is still used by default on mobile devices. The Consumer view can still be accessed from the Share menu or by adding /View to the URL.

Chart resources have been renamed:

  • Analysis Chart

  • Analysis resources: Analysis Table

  • Drill-through resources: Detail Report

Buttons and a Boolean function menu have replaced the Calculator pop-up in Formula placeholders. The Drill-through target placeholder has been moved to the Data panel.

Reporting

The following changes have been made to the reporting functions in Data Hub.

Waterfall chart type

The waterfall, also known as a bridge or cascade chart, portrays how an initial value is affected by a series of intermediate positive or negative values. Usually, the initial and the final values (endpoints) are represented by whole columns. In contrast, the intermediate values are shown as floating columns that begin based on the value of the previous column. The columns can be color-coded to distinguish between positive and negative values.

Create a waterfall chart

  1. Click New resource > Chart.

  2. Select the cube details and click OK.

  3. Click Chart Type and select either Column Waterfall (vertical axis) or Bar Waterfall (horizontal axis).

  4. Drag measures to the Series and Bars placeholders.

    Note

    There are three color codes on the chart: Green indicates an increase. Red indicates a decrease. Blue indicates the total.

  5. Click Save.

  6. Select a location to save to, name the chart and click OK.

Changes to User Profile Views

Some time ago we introduced the Viewer profile so users who do not need to perform any other functions can simply view reports. With v10, we have now merged the Viewer and Consumer profiles providing improved security, easier less confusion.

Simplifying Time Functions

We have made some changes to the Time functions that will simplify their use.

We:

  • Removed Last Complete and Most Recent Period folders and their functions from inside Current Period.

  • Renamed Relative Time to Time Functions.

  • Moved Context Period to the main menu.

  • Renamed Prior Period to Parallel Period.

    • Removed Parallel Period function from the four existing functions and instead added a Lag.

  • Moved Full Period folder functions to the main menu.

    • Removed all <> Full (value) functions.

    • Removed "Member" from the end of four existing (member) functions.

  • Moved all existing functions to a new Utility folder, except:

    • Last Complete Period(s) - this has been removed.

    • Most Recent Periods(s) - this has been removed.

    • Period to Date members - this has been removed.

    • Period on Period Grown - keep, but it should have a Formula field for consistency.

Modeling

The following changes have been made to the modeling functions in Data Hub.

Cancel Preview queries

To run a query in the preview pane, you click the Execute button, however, if you wish to cancel the query, it was not previously obvious how to perform this.

In this update, once you have clicked Execute, the button text will now change to Cancel so it is clear that this cancels the query.

Process offline data sources without testing the connection

For users who have multiple data sources, clicking the Test Connection button sometimes encountered an offline data source which prevented the data modeling process from completing.

This issue has been corrected by allowing the data model process to ignore any offline data sources and complete the process.

Business Central data source - source filtering support

We have added support for OData filtering (timestamp for incremental loading and also custom date columns, for only migrating 2 years) for our Business Central cloud data source.

Optional only process sequentially

Users now have the ability to force sequential processing on multidimensional cubes (instead of parallel processing) by clicking Force Sequential.

Pipeline performance improvements

We have made some improvements in the background that enable faster processing of pipelines.

Gateway improvements

In previous versions of Data hub, whenever gateway updates became available, customers were required to download the new gateway installer and rerun it on the source server. From v10 we have improved this experience by enabling the gateway to update itself. Once a new update is available, it will automatically update the gateway the next time it is used, e.g. when a model's connection is tested. In order for the new v10 gateway update to function, it requires Microsoft .Net Framework 4.8. This does require a once off manual installation on the gateway host.

Licensing changes in v10

Licensing back-end

Our back-end licensing service was upgraded to a platform that better serves our cloud and on-premise customers, and in addition accelerate our provision process. This is a transparent change to our customers.

Designers and Consumers

From v10, we will now license two main types of users namely: Designers and Consumers. This change will better reflect ZAP's subscription plans and reduce confusion.

Administrators will still be treated as elevated Designer licenses.

Viewer deprecation

Viewers were introduced to simplify accessing analytics without requiring users to be added. Although helpful, it also caused confusion. Viewers are deprecated from v10, but Zap is replacing the viewer users with Consumer users.

We recommend that you use Active Directory Groups in ZAP to avoid manually adding many users within your organization.

Anonymous Analytics access was tied to the viewer license and is also deprecated.

For more detailed information about these License changes refer to ZAP data Hub v10 Licensing Changes

Additional release information

Note

Accessing Knowledge Base articles may require that you log in to the Data Hub Support website.

Corrected defects

This Knowledge Base article provides a notable subset of the defect resolutions.

Upgrade instructions

For instructions on upgrading Data Hub, see: Upgrading an Existing Data Hub Installation.