Clausion 25.07 Release Notes

Introduction

This document includes information about the new features, other improvements, and corrected known issues implemented in the Clausion 25.07 version.

New Features and Other Improvements

Summarization for Generate Templates

Feature ID: FD-21353

Full-fledged summarization functionality has been completed for generate templates. The system now supports summarization for all generate types. This is the same summarization feature for generate templates that was implemented for basic report templates earlier in v25.04.

Summarization for all dimensions is supported in Column Generate Reports when the Generate Type is set to one of the following: Selected, Input, Next, Branch or All. Summarized data reflects the combined values of the selected units or those defined in the template XML.

Note: For any dimension where 'Generate' is applied (e.g., Dim00), summarization cannot be applied. Only for those dimensions it will work where Generate is not applied. This rule applies across all generate types.

Data consolidation does not require units to be under a common parent within the hierarchy. Instead, you can select multiple units from various locations across the hierarchy and aggregate their data into a single report. This flexible approach eliminates the need to consolidate strictly from a predefined hierarchical structure.

Instead of retrieving data from a parent level, you can select units from different locations in the hierarchy. The generated report includes the same units from generated dimension as before. However, for other dimensions, you can select one or more units from various points within the hierarchy. The report will then display data exclusively for those selected units, regardless of their hierarchical position. This allows for flexible, targeted reporting without requiring all units to reside under a common parent.

The feature includes smart validation that prevents summarization conflicts - dimensions with existing generate configurations are automatically excluded to prevent conflicts, and you receive clear validation messages when dimensions have conflicting settings.

Note: Summarization will not apply to any dimension that has generate configuration in the template XML. You will receive a validation message indicating which dimensions cannot be summarized.

Validation Message

For any dimension where 'Generate' is applied, the following message will be shown:

"Summarization will not occur for DIMNN as 'Generate' is applied. Uncheck the summarization checkbox for DIMNN to enable summarization with other dimensions."

Summarization Logic Overview

In a multi-dimensional reporting environment, data can be structured across various dimensions—such as organizational units, product categories, geographical regions, or any other relevant dimensions.

Data Generation

can be applied to one or more selected dimensions, producing distinct columns for each unit within the dimension(s) as per report specifications. For the remaining dimensions, you can select specific units from any level or branch of the hierarchy. These selections do not need to share a common parent or follow a fixed structure.

How Summarization Works

The report will display the generated columns based on the selected units from the generated dimension(s). The data within those columns will be filtered and aggregated based on the units selected from the other dimensions. Only data that matches the selected units across all dimensions will be included in the report.

Drill-Down Support

Summarized columns support drill-down functionality, allowing you to explore unit-level data within the aggregated results—providing transparency and detail similar to standard reports.

Note: Performance impact may occur if multiple units are selected within the same dimension. For example, selecting a top parent unit fetches all child data efficiently, but selecting 10 different individual units may slightly affect performance due to running multiple SQL queries.

Clausion Web Client: Dashboard Redesign with UI/UX Improvements

Feature ID: FD-20722

Clausion Web Client Dashboard user interface design is being updated. In addition to the look and feel, the update also introduces a new functionality section Recently Viewed.

The redesigned Dashboard page shows your name along with a welcome note. You can see two sections Recently Viewed and Favourites displayed below your user name.

Note: Links to Clausion Web Client help, user guidance, and about information have been removed, and you can access these resources via the Resource Center question mark icon in the left navigation.

Enhanced Favorites Section

The Favorites section has been updated with new UI/UX design while maintaining all existing functionality including tooltips, with edit, delete, and open options now consolidated under intuitive ellipse buttons. All previous features remain the same with improved visual design. Enhanced Search functionality is available for Favorites.

New Recently Viewed Section

A new section Recently Viewed is added to the Dashboard which shows your recently viewed tasks. You can simply click on the task in the section or click on Open menu to open the task. The last 30 days of tasks activity will be recorded and the most recent records are shown at the top with date grouping for better organization. You can use the search functionality to find recently viewed tasks.

Note: If you have opened the same task again with different selections which is already added to recently viewed section then it will update the existing task with latest selections.

Note: Recently viewed section works similarly like favorite section i.e. Management screens activity are not recorded in this section.

 

Data Uploader Enhancements

Feature ID: FD-19182

Multiple Wildcard Support

Enhanced wildcard functionality now supports multiple wildcards in a single filename pattern. You can now use multiple wildcard characters (*) in the #FILE parameter. For example: #FILE=Da*_U*ad_*T.csv will match filenames such as:

• Data_Upload_ACT.csv
• Data_Upload_TestACT.csv
• Data_Upload_2013_ACT.csv

Wildcards can be placed at the beginning, middle, or end of filenames.

Custom Parameters with Wildcards

You can now use custom parameters with the wildcard functionality. For example: #FILE=Da*_U*ad_%YEAR_CODE%*T.csv will match filenames like Data_Upload_2025ACT.csv. Full compatibility is maintained with all global parameters.

Enhanced File Management

You can now fetch data uploader CSV files from multiple blobs/subdirectories by adding folder names in the #FILE parameter. For example: data/budget/Da*_U*ad_*T.csv where:

• data is a blob/subdirectory in the main blob container (specified in integration config)
• budget is a subdirectory within the data blob subdirectory
• Files matching the wildcard pattern Da*_U*ad_*T.csv in the budget subdirectory will be fetched for data upload

Files can now be picked from child source folders and child history folders and are no longer limited to root folder operations only.

Advanced File Moving

You can now use the #FILEMOVE parameter to move files under multiple blobs/subdirectories after integration execution is completed. Previously limited to single subdirectory moves, now supports multiple subdirectory levels.

Example: #FILEMOVE=history/history1/history2/Da*_U*ad_*T.csv moves all uploaded files to the history2 subdirectory (created within history1, which is created within the history directory).

Note: Wildcard and FILEMOVE functionalities are only supported in the Clausion Web Client.

Dynamic Reporting: Data Retrieval Improvements

Feature ID: FD-23135

Error Message Optimization

Multiple error messages are now suppressed and displayed only once to improve user experience. For example, if a DR template has an incorrect year, previously each cell would generate a notification, but now the notification appears only once. Detailed error logging is maintained in log files for troubleshooting purposes.

A new parameter DRERRORVALUE has been added in parameter management sheet. It will display the value set in the new parameter when data is fetched and an error occurs. After adding the parameter value, services and Excel must be restarted.

The new customer-specific parameter allows you to define a string value that will be displayed in erroneous fields where correct data could not be retrieved from the database. The value can be a number or text indicating the error.

Note: The parameter only works with pure DR formulas, but if the formula contains other Excel calculations in addition to the DR formula, the Excel calculations are executed and the cell returns a #VALUE! error.

Default "Refresh Mode" Update

The default refresh mode has been changed from the previous setting to "Selection" for new and existing DR files. This provides a more intuitive user experience when opening DR files.

Corrected Known Issues

Issue ID	Issue	Resolution
FD-23681	Desktop Client: Incorrect warning message on unit import process	You now receive the correct warning message during the unit import process
FD-23638	Data Uploader: Data Mapping Target dropdown not opening correctly	Admin users can now select the Target value without any issue on Data Mapping screen of Data Uploader
FD-23134	Dynamic Reporting: Formula having multiple () before or around DR function causes error	Formulas with brackets ( ) are now resolved correctly, similar to Excel functionality. For example: "=(DRData($C$7;$C$8;C$13;$C$2;$C$3;FALSE;$C$4;$A17;;$C$6))"
FD-22954	Alias ID login feature extends to Web Client users	Alias ID login is now restricted to Desktop Client access only. Web Client logins no longer support Alias ID. You must use your primary Login ID for authentication on the Web Client
FD-11934	Consolidation percentage message prompted randomly when saving Unit Management without changes	The consolidation percentage popup no longer appears inappropriately when saving Unit Management