Changelog

– Added project phases to the ConnectWise integration to have more in-depth tracking of projects

– The company team and company role datasets were added to the ConnectWise integration to give more information on team members in ConnectWise

– Users can remove the threshold number marker on the graph if there’s already a lot going on to help the chart feel less cluttered

– User can specify an x and y label to give more information on how the chart works

– Grouped data is sortable now

The opportunities ConnectWise dataset now includes custom fields

Advanced copying widgets now default to putting the copied widget in a new group.

General backend improvements & updates

– Labels would sometimes get cut off the top of the widgets

– Fixed custom calculation method not updating the widget preview when it was changed

– Fixed a bug where copying the columns from one widget to the other didn’t keep the order of the columns

– Overlaying the current value of a line chart on top of the line chart works now

– Bar chart y axis min not automatically set to 0

– Average calculation method no longer shows the count and average as two separate lines/bars

– Joined datasets now use the labels from the dataset if any have been applied

– Fixed an issues where the label of a dataset would show on the x axis of a bar chart if the value was 0

Single mode filter variables now always show one value currently active

Fixed threshold UI

Users can now use our pivot table modified dataset tool to pivot an existing dataset, which will help them transform their data into something more useful.

The audit log lets Admins see what dashboards have been accessed and records what widgets, dashboards, modified datasets, and datasets are updated.

Added product type dataset to ConnectWise. It gives more details on products.

The widget editor was given a major overhaul to make it easier to use.

• User can now group by another column in line and bar charts. This makes it a lot easier to create multiple lines or stacked bar charts to visualize categories within the data.
• We can show the difference between points on a line or bar chart to make it easier to quickly visualize how drastic a change was between data points.

Improvements to applying templates.

• Unions in join datasets don’t duplicate columns with the same name. So if a user is doing a union of the tickets and agreements table, there will be one company name column instead of two.
• Increased the number of rows a user can pull into a dataset from 500,000 to 5,000,000.
• Removing a column from a dataset also removes it from any joined dataset using it.
• Added product type id column to the products ConnectWise dataset.

• Fixed bug that caused bar charts with date x-axises to show dates off the edge of the chart.
  
• Bar and line charts would sometimes have their labels fall off the top of charts.

• Deleting a widget would throw an error.
  
• Resolved an issue where users couldn’t create new Static Value widgets.
  
• Mobile dashboard no longer puts the widgets in random order

• Join datasets would sometimes show an error notification.
• Links from modified datasets didn’t work.
• Resolved an issue where users couldn’t remove a dataset from a widget after the widget was saved.
• Changing dataset tabs in the widget editor would copy the filters of the first dataset to the next dataset, overwriting the original.
• Fixed some weird behavior in the dataset editor when filtering columns
• The Invoice Time Report ConnectWise dataset wasn’t working.

• Fixed an issue where numbers bigger than 1,000,000,000,000,000,000 would get cut off.
• Bug where the user couldn’t select an on-premise sync agent when using a database integration.
• Stemmons sometimes sends incorrect data when pulling data. We’ve implemented a fix to handle the data inconsistencies.
• Single filter variables would unselect after saving in a share link.

The widget editor has a new column selector dialog that makes adding and arranging the widget’s drill-down columns more intuitive.

The global search now lets users search by widgets, making it easier to find the data users are looking for faster.

Added a feature to pie and bar widgets that let users limit the number of pie slices or bars. This is useful for viewing the top 10 of a dataset.

• The single value filter variable now has an autocomplete input field.
• Users can select more than one single mode filter variable on share links.

Added a loading indicator when applying a template.

Hid some UI items that shouldn’t be viable to Member users.

Refreshing your browser while in the widget editor doesn’t take you out of the editor dialog.

Improvements for the Stemmons integration.

Increased the connection timeout for MySQL.

• Fixed a bug where the data stream label would get reset when opening the widget editor.
• Matrix widget index now respects selected filter variable values.
• Fixed autocomplete for the y-axis selector in the widget editor.
• Random widget editor fixes.

• Fixed some issues with the resolved date not getting set on the ConnectWise tickets dataset.
• Fixed some issues with data syncing when there were fewer rows in the source dataset than the batch pull size.
• Fixed some issues with Joined datasets getting custom labels mixed up.

Fixed various template issues.

When creating a share link, users can choose which variables show up in the link and then while using the share link, users can change which filter variables are active. Previously, users couldn’t change any filtering on a share link.

The dashboard group settings screen now shows all of the dashboards apart of the dashboard group and in the dashboard list, it shows which groups the dashboard is apart of.

Users can choose integration connection values as variables in drill down data links. This is useful if the user wants to add a link to a column in their data and wants to use the base URL of their integration connection.

Users can change the order of the datasets on a widget. This is useful for ordering the columns in a matrix widget or the way bars are stacked on bar widgets with more than one dataset.

The column links for ConnectWise datasets have been improved and have more columns with links automatically created.

The pricing page went through an overhaul.

Made our data processing more efficient and faster so we can handle more data.

Matrix widgets now have an export button.

Fixed an issue where the forgot password link wouldn’t work.

Solved a bug where loading a dashboard with filter variables wouldn’t show the current variables until hitting reply again.

Fixed a bug that prevented matrix widgets from loading on the initial load of a dashboard.

Resolved a bug in which the ConnectWise integration always pulled data in batches of 1000 during initial data ingest, regardless of the specified batch size.

Fixed a bug that didn’t update joined datasets when re-applying a template.

Our QuickBooks Online integration now supports the invoices dataset so users can track how much money they’re making (or losing).

Users can now change the source dataset for a modified dataset. This is useful if you’ve created a joined dataset that would better serve as the base for an existing modified dataset.

When deleting a Filter Variable, a dialog will show users which dashboards the variable is being used on so the variable isn’t accidentally deleted.

The Filter Variable chips on the dashboard now show more than one variable if multiple are selected, making it easier to see at a glance what filter variables are applied to the dashboard.

The user management list now shows the dashboard groups a user is a part of.

Email address on sign-up is no longer case sensitive.

Fixed an issue where stacked bars would get out of order if two datasets were applied to a widget with different date ranges filtered.

• Switching to full screen on a dashboard no longer removes the name of the dashboard from the browser tab.

• Fixed a bug where no dashboards would show if the user was on the second page of their dashboard list and then opened a folder.

Fixed a bug where user with the staff role couldn’t navigate to the data management page.

Dashboards show what filter variables are enabled at the top of the dashboard. This makes it easier for users to tell what filters are active without having to open the filter variable menu.

Log scaling is now on the y-axis. Log scaling makes showing two datasets on a single line chart easier when the data is largely different.

When deleting a dataset, we show which dynamic filter variables use the dataset before the dataset is deleted.

Fixed a bug that would duplicate the primary key of a joined dataset that was joined to another joined dataset.

• Fixed the reload button in the widget drilldown. There was an issue where clicking the reload button wouldn’t do anything.

• Fixed a bug where drilldowns wouldn’t work on widgets that a Filter View was filtering with a Filter Variable.

Improved behavior of stacked bar charts when there are null values.

When connecting an integration like Google Sheets or Excel Online, the user would get a 404 page.

Now users can organize their dashboards into folders. Folders can be nested into other folders. The biggest use case for the folders is helping sections of companies have folders of dashboards. For example, the sales team would have a sales dashboard with all of the sales related dashboards and then the operations team would have their folder with the operations dashboards.

We now have the ConnectWise Conversion History Dataset, which can be used to track opportunity history in ConnectWise.

We’ve made it so users can’t accidentally sync the same dataset more than once. This prevents extra load on our customers’ data sources and removes clutter from the datasets page.

Datasets and Modified Datasets have been broken out into separate pages. This helps with organization of where data is coming from and makes it easier for new users to understand the difference. It also makes it so functionality that is unique to Modified Datasets doesn’t show up as warnings on the Datasets page.

Now, drilldowns always load all data when users click on widgets.

Continued speed improvements to keep data updates fast.

Fixed an issue that would show double joined datasets as having a slow sync time on the dashboard.

We’ve introduced a new dashboard management feature called Dashboard Groups. Users can dashboards can be assigned to Dashboard Groups. Users can see any dashboards that are a part of their dashboard groups. If a dashboard isn’t assigned to a dashboard group, then the dashboard is considered public, and all users can see the dashboard. Admin can see all dashboards regardless of their group.

In the dashboard settings, users can set the font size of the widget titles. This lets users have more control over how they want to style the dashboard based on its use. For example, If a dashboard is meant to be on a TV screen to be easily read from far away, then increase the font size. If it’s a dashboard for use on a phone, then decrease the font size.

We’ve completely reworked our backend’s data warehouse and significantly increased our data processing speed. This will keep the app fast and data always up to date.

We can now detect when recent data has been deleted from ConnectWise and reflect the change on user dashboards

Made the x-axis on time series data more consistent

Fixed a bug where thresholds didn’t work on number widgets on the new dashboard look.

Users can now copy drill-down columns and their order from one widget to another. This makes it so users can set the desired columns they want to show up in the order they want when they click on a widget and then copy those selected columns to other widgets. A HUGE timesaver.

Our new chart look got a ton of feedback, and we’ve implemented the following changes and fixes:

• We dimmed the dotted lines behind bar charts
• Fixed an issue where dollar and percent signs weren’t showing up on charts
• Fixed the dynamic text widget
• Clicking on bars or pie slices opens the drill down in the correct tab
• Chart colors now honor the global colors

Clicking on number charts no longer shows the tab that takes up a ton of space on the left side of the drill-down. It makes it easier to see the data in the drill-down.

Made minor speed up improvements for putting the dashboard into and out of edit mode.

We’ve updated our charting library and it comes with huge improvements for visualizing data.

• We now have a gauge widget-type
• Bar charts can be grouped or stacked
• Bar charts have thresholds now
• Pie charts are actually useful
• The pie chart has a setting to convert the chart to a doughnut chart
• To start using the new charts, click the top left of the screen to change the dashboard to the new charts:

We’ve added the Survey and Service Item datasets to the ConnectWise integration. These datasets help users get more insight into ticket data. Surveys have information about how technicians did on a ticket and Service Items give more granular information about tickets.

The custom calculation mode on widgets now lets users get the count of distinct values in a column.

We added a new coat of paint to the app to give a cleaner look

In the widget editor, there is now a label on data stream tabs to make it easier to switch between them

There were several usability updates to the template gallery and applying templates

Threshold sounds work on shared dashboards now. Previously, there was a bug that prevented shared dashboards from playing a sound when a threshold was met.

Fixed a bug that had the filter variables randomly switching themselves on and off, which made the use of filter variables very confusing

Filter variables allow the users to set dynamic values on widget filters

When users save a widget, only that widget refreshes instead of all of the widgets on the dashboard. This makes it so saving widgets is faster.

Fixed an issue where setting the timezone for a column in the dataset editor would sometimes freeze the editor momentarily.

Fixed some bugs with data pulling in the MySQL and ConnectWise integrations

Resolved a bug that didn’t let users change their timezone after it was already set.