December 2024

December 12, 2024

What is new

Loading data using direct connection (Public Preview)

Loading data using direct connection is now available for Salesforce.

For process apps that use a Salesforce source system, you can now set up using a direct connection to your source system instead of setting up a connection using CData Sync.

Check out [Preview] Loading data using direct connection for more information.

December 11, 2024

What is new

Fiscal calendar

By default, the Gregorian calendar is used to display time-based data in dashboards. If your organization uses a different calendar, such as a financial or corporate calendar that does not align with the Gregorian calendar year, you can now choose to use the Fiscal calendar option.

To use the fiscal calender in the Timeframe filter, the Use fiscal calendar option must be enabled in the Timeframe filter.

See Changing calendar settings.

Improvements

Process filters

You can define multiple Starts with or Ends with filters. This allows you to filter on parallel activities by searching for cases that start with the specified activities as Starts with, or end with the specified activities as Ends with, respectively.

Chart data exports

We enhanced labels for interval formats in line chart and distribution chart exports, which improves readability of the data displayed in the export file.

Data transformations

The run status chip and the View logs button are is now displayed in the header bar of the Data transformations window.

The View logs button is a toggle button to display or hide the Logs panel. The Logs panel is now displayed as a separate panel to the right of the Data transformations. This allows you to view the SQL files you are editing, the data preview, and the log at the same time.

Other

Data transformations

The following error message can occur when running the transformations.

Runtime Error:
  No dbt_project.yml found at expected path /dbt/dags/.../.../dbt_project.yml

Follow these steps to solve the issue:

1. Open the Data transformations for your process app.

2. Locate the Transformations section and check for a sources folder.
3. Move any files and folders from the sources folder to the main level of Transformations.
4. Delete the sources folder.