What's new in Wdata

Wdata updates on a frequent basis with new features and enhancements, including these recent additions. Enjoy!

July 2021

Select number format of imported Decimal values

When you create a table or import a dataset, you now select the full number format—including the thousands separator—of imported Decimal values, such as 1,000.00 or 1 000,00. Previously, you selected only whether the decimal separator was a period or comma.

View all historical versions of chains

To view all published revisions of a chain, select Versions assignment_return from its menu. Previously, you could only view versions published during the last 30 days.

View GroundRunner users

In Chain Builder, from Admin, you can now view the operating system user that starts a GroundRunner's process, such as to verify it has access to network directories, relational databases, and other resources required by a chain.

View usage of connections and resources in chains

When you edit a connection or workspace resource in Chain Builder, a Uses count now appears and displays how many chains use it. To view which chains use a connection or resource, such as before you delete it, click its Uses count.

Set a GroundRunner's environments

By default, GroundRunners are available for all workspaces and environments in Chain Builder. To enable dedicated GroundRunners, you can now limit a GroundRunner's use to specific environments.

Set entity location ID for Sage Intacct® connector

When you set up a Sage Intacct premium connector, you can enter the location ID of the entity to connect to. To connect to top-level data, or if you have only one Sage® location, leave the location ID blank.

Update existing workbooks and convert cell display values with Microsoft Excel® connector

The Microsoft Excel core connector has been enhanced:

• With the Create Workbook from Files command, you can now add or overwrite sheets in an existing workbook with data from delimiter-separated values files. Previously, you could only create a new workbook's sheets from the data.
• With the Worksheet to CSV command, you can now select to convert cells' display values instead of raw values, such as for date/time handling.

Expand or collapse all values in views

From a view's toolbar, you can now click Expand All to view all values in a pivot table or chart. To view only the top-level values, click Collapse All.

June 2021

Include outgoing connections to Wdata tables in spreadsheet copies

When you copy a spreadsheet, you can now select whether to include any outgoing connections to Wdata tables.

View revisions with query history

From a query's History panel, you can view previously saved versions of the query. You can also save a previous version of a query as the starting point for a new query.

Show grand totals for rows in crosstab queries

In a query with crosstab results, you can now select to apply an aggregation value as a grand total for rows from the Totals menu. Previously, you could only show grand totals for columns.

Enable editing of query SQL

To help preserve a query's SQL statement, SQL Editor now opens in a view-only state by default. If you're familiar with SQL, click SQL and then Edit SQL to update the syntax.

Create templates from chains

To easily create a template based on an existing chain, you can now select Create Template from a chain's menu. If the chain has any variables, you can update them for use with the template.

Use encrypted variables for passwords in chains

To securely provide passwords for commands in chains, you can now use encrypted workspace or chain variables.

Use password-protected XLSX workbooks with Microsoft Excel® connector

To use a password-protected XLSX workbook with the Microsoft Excel core connector, you can now provide the file's password when you set up the List Sheets or Worksheet to CSV command.

Set multi-select parameter values for queries run by chains

To use the Workiva core connector's Run Query command with a query that has multi-select parameters, you can now add a map of each parameter and its values with the Multi-select Params property.

May 2021

View details about query sources

From a query's Sources panel, you can now hover over a source or column to easily view its details, including its description, when a source was last updated, and a column's data type.

Select recent items for Wdata connections

When you add a connection from the Wdata Connections panel of a spreadsheet, document, or presentation, you can now select recently-opened queries—or tables, for a sheet's connection to Wdata—under Recent.

Share chain templates

To help ease chain creation, you can now click Get shareable link open_in_new to copy a link to a published template, which you can then share with anyone using Chain Builder—including other organizations, such as in the Workiva Community.

BlackLine® connector supports BlackLine API 1.0 or 2.0 authentication protocol

The BlackLine OAuth connector now supports the authentication protocols of both versions 1.0 and 2.0 of the BlackLine API. When you set up a BlackLine OAuth connector, select which version the integration user's authentication credentials are for.

Execute Workday® EIBs with parameters

The Workday connector now enables an Execute EIB with parameters command. With this command, you can execute Workday Enterprise Interface Builders (EIBs) with parameters, such as to use an EIB with a different business process each time the chain runs.

Extract dimension viewpoints with the Oracle® EDMCS connector

The Oracle EDMCS connector now enables an Extract dimension viewpoint command. With this command, you can extract an Oracle Enterprise Data Management Cloud Service dimension viewpoint to a file or connection.

Omit header from Oracle® EPM Utils Convert CSV to Native Essbase command

With the Oracle EPM Utils connector Convert CSV to native Essbase command, you can now select whether to omit the header from its output, such as if the data has a single column and the header is unnecessary.

Retrieve model and workspace details with Anaplan® connector

With an Anaplan (standard) connector List models and List workspaces commands, you can now retrieve details about Anaplan models and workspaces, including their size, ID, name, and archive state.

Retrieve object metadata from Salesforce®

The Salesforce connector now enables a Get object metadata command. With this command, you can retrieve the fields and metadata associated with a Salesforce object, such as an Account.

Data tables are now Fact tables

To better align with industry terminology, tables used for data that builds up over time—such as general ledger entries or transactions—now have a type of Fact. Previously, these were Data tables.

April 2021

Create new connection between a table and its connected sheet

From a spreadsheet's Wdata Connections panel, you can now create a new connection to a table based on its connected sheet's latest data, such as to roll forward financials to a new period. When you create this connection, the table retains the existing connection's data as a static dataset.

View recent items from Wdata Home

From Wdata Home, you can now quickly access recently-opened tables, queries, and views from the Recent tab. To ease access, Home now opens to this tab by default.

Manage Microsoft Excel® workbooks with chains

With the new Microsoft Excel core connector, you can include commands to manage Excel workbooks in chains. With this connector, you can create XLSX workbooks from files, list the sheets of an Excel workbook, and extract data from Excel worksheets.

Include filename with Oracle® Content and Experience Upload File command

With the Oracle Content and Experience connector, you can now include a new name for a file uploaded with the Upload File command. To keep the file's current name, leave this property blank.

Skip Set Dynamic Chain Variable events

To bypass a chain's Set Dynamic Chain Variable event based on conditional logic, you can now set up a skip condition for the event and return a specific result.

Temporarily disable published chains

From Chain Builder, you can now temporarily disable a published chain, such as to skip its scheduled run due to an unexpected conflict. Previously, you had to republish a chain once disabled.

Coming soon! Global chain templates

From Chain Builder, you can now select a Global tab in Templates. From this tab, you'll soon find templates created by Workiva for common and highly-requested chains. Stay tuned!

March 2021

Select format of imported decimals in tables

For table columns with a Decimal data type, you can now select whether its imported data uses a period or comma as decimals.

Refresh all connections from Wdata

To update a spreadsheet, document, or presentation with the latest results from all its connected Wdata queries, you can now click Refresh connections from the Wdata Connections panel.

Cancel the refresh of connected queries

From the Wdata Connections panel of a spreadsheet, document, or presentation, you can now cancel the refresh of a connected query. To cancel a refresh, click the connection's X.

Create folders for chain templates

To organize chain templates, you can now store them in folders. 

Interact with Oracle® Content and Experience Cloud as a chain

With the new Oracle Content and Experience premium connector, you can manage files and folders in Oracle Content and Experience (OCE) Cloud, such as to seamlessly share documents with Workiva and other systems.

Retrieve data from Coupa® as a chain

With the new Coupa premium connector, you can use a Get Request command to retrieve business spend management data from Coupa. For example, with this connector, you can automate processes to support procure-to-pay, accounts payable, and expense management.

Create table columns as JSON in a chain

With the Workiva connector's Create Table command, you can now define columns either manually or as JSON. To enter JSON under Columns, enable Variable, and enter the JSON object or variable with each column's name, data type, alias, and description.

Copy files between Oracle® EPM instances

The Oracle ARCS, EDMCS, FCCS, and PBCS & EPBCS connectors now all enable a Copy File Between Instances command. With this command, you can copy a file between instances of an Oracle Enterprise Performance Management (EPM) solution—such as from a test environment to the production environment—within a chain.

Assign Chain Owner role for access to Chains

To enable a workspace member to access Chains, workspace owners can now assign them a Chain Owner role. Previously, only Workspace Owners could access Chains.

Retrieve view details and set current period in Anaplan® as a chain

The Anaplan (Standard) connector now enables commands to:

• Set the current period in Anaplan
• Retrieve cell data for Anaplan views
• Retrieve dimension items or metadata from Anaplan views

Select delimiter for file datasets

When you upload a file as a table dataset, you can now select the delimiter used to separate its values—comma, tab, semicolon, or pipe. Previously, you could upload only comma- or tab-separated values.

Connect spreadsheets to tables

From a spreadsheet's Wdata Connections panel, you can now add a connection to send a sheet's data to Wdata as a table dataset. You can then update the spreadsheet's connection to replace the dataset with the latest data.

When you add a spreadsheet dataset to a table, you can now also select whether to create a connection or import the data only once.

February 2021

Enable chain connectors from Configuration

From Configuration, organization security administrators can now manage connectors for chains, and workspace owners can view which connectors are enabled. Your subscription includes all core connectors and a number of premium connectors; any additional connectors enabled when your billing cycle ends will appear on your invoice. Previously, your organization worked with your CSM or another Workiva representative to enable connectors.

Include totals for columns in crosstab query results

From a query with a crosstab layout, you can now select whether to include grand totals for columns in its results from the Totals menu.

Write sheet data with Workiva connector

The Workiva connector now enables a Write Sheet Data command. With this command, you can write data in a CSV data set to a specific region of a sheet as part of a chain.

Convert XLSX to CSV with Tabular Transformation connector

The Tabular Transformation connector now enables a Convert XLSX to CSV command. With this command, you can convert data within a sheet of a Microsoft® Excel® workbook to CSV data as part of a chain.

January 2021

New menu for query calculation's included columns

In a query calculation, each included column now has a menu, where you can quickly include the column in the calculation, or replace or remove it.

Sort crosstab query results

In Query Builder, when you set up a query's results in a crosstab layout, you can now use the Sort tab to specify the sort order of the results. Previously, you could only sort flat query results.

Copy Wdata connections for documents and presentations

When you copy a document or presentation, you can now select whether to include any Wdata connections for its tables or charts.

Configure global parameters for queries

From Configuration , workspace owners can now set up parameters for common values—such as current fiscal year, entity, or region—to use with multiple queries in the workspace. When you configure a global parameter, you can select to lock it and enforce its default value across all queries.

To use a global parameter value in a query, click Add, Select Global Parameter from the Parameters panel.

Save menu on tables, queries, and views

The toolbar of a table, query, or view now includes a Save menu. From this menu, select Save to confirm the file's changes, or Save As to create a copy of the file.

Show and open files, sources, and dependents from Home

To focus on a file in Home, you now click Show Location from its Details panel. From the Details panel, you can now also select to open a file's data source or dependent or show its location in Home.

Create chains from templates

To streamline and standardize the creation of chains, you can now create templates for common sequences of commands and events. When you create a chain, you can use a template as a starting point. You can use a template with multiple chains, workspaces, and environments in Chain Builder.

Save edits to table descriptions

When you edit a table's description, you now click Save to confirm the change. Previously, tables automatically saved edits to their descriptions without confirmation.

Table dataset’s import details now include file ID

From a table's Datasets panel, a dataset’s Details now include its file ID. With this ID, you can retrieve the file using a chain or the API.

Stack asymmetric files in chains with File Utils connector

The File Utils connector now enables a Stack Files command. With this command, you can stack multiple files on one another as part of a chain.

Pivot and unpivot data with Tabular Transformation connector

The Tabular Transformation connector now enables Pivot and Unpivot commands. With the Pivot command, you can transform columns' unique row values into new columns; with Unpivot, you can consolidate multiple columns into the rows of a new column.

December 2020

Automatic search from Home

When you search from Home, it now automatically returns files as you enter search criteria. Previously, you had to press ENTER for Home to search.

Right-click or drag-and-drop to add table or spreadsheet columns to query calculations

To add a column to a calculation in Query Builder, you can now:

• Select the calculation in the query, and then select Add to Calculation from the column's right-click menu in the Sources panel.
• Move the column from the Sources panel to the calculation in the Properties panel.

In addition, you can now include columns from both spreadsheets and tables in a calculation. Previously, you could include only table columns.

Wdata connections clear unlocked cells

When you add or refresh a spreadsheet's Wdata connection, it now removes data from its sheet's unlocked cells. To retain a calculation or other data in a connected sheet, lock its cell.

Learn from tours in Wdata

To learn new features, best practices, and general how-tos directly in Wdata, you can now click Tours from Home or a table, query, or view.

View dependents in query properties

From a query's Query Properties panel, you can now view any dependent views or connected sheets, documents, or presentations.

November 2020

Connect to Google Cloud Storage™ as part of a chain

With the new Google Cloud Storage connector, you can now interact with objects in Google Cloud Storage buckets as part of a chain. For example, this connector enables commands to create directories, download and upload files, and manage objects in a Cloud Storage bucket.

Launch Workday® EIB integrations that require files as part of a chain

The Workday connector now enables a Launch EIB with File command. With this command, you can automatically launch an Enterprise Interface Builder (EIB) integration with an inline data file, such as an output from an earlier command in the chain. Previously, you used a separate FTP process to upload the data to the EIB.

Set rounding precision for Oracle® PCMCS connector Export Query Results command

The Oracle PCMCS connector's Export Query Results command now includes a Rounding Precision property. With this property, you can enter the number of decimal places to which to round amounts in query results exported from Oracle Profitability & Cost Management.

Skip Run Chain events and stop chains in Run Chain events

To bypass a chain's Run Chain event based on conditional logic, you can now set up a skip condition for the event and return a specific result. Additionally, when you stop a chain that includes Run Chain events, you also stop any chains started by those events.

View and manage table properties

From the new Table Properties panel, you can now view and manage a table's name, description, and type. You can also view details such as when the table was created, and how many records and columns it has compared to its limits.

Refresh a table's imported spreadsheet datasets

To update a table with the latest data from an imported spreadsheet, you can now click Refresh for the spreadsheet from the Datasets panel.

Connect Wdata queries to charts and tables

To import data from Wdata into a presentation or document, you can connect a query's results to a chart or table from the Wdata Connections panel.

From the Wdata Connections panel, you can:

• View and manage the queries connected to charts and tables
• Adjust the parameters of connected queries
• Refresh connections to update connected charts and tables with the latest data

To ensure good performance, you can connect up to 30 queries to a spreadsheet, document, or presentation.

October 2020

Add parameters to query calculations

To include a parameter value in a calculation, you can now select it from a new Parameters menu. From this menu, you can also add new parameters to the query. Previously, to include a parameter in a calculation, you entered its name after a colon, such as :parameter_name.

List Anaplan® models and workspaces as part of a chain

The Anaplan connector now enables List Models and List Workspaces commands. With these commands, you can retrieve a list of models for an Anaplan workspace and a list of available workspaces, respectively.

Oracle® PBCS & EPBCS Merge Data Slices and Optimize Aggregation commands

The Oracle PBCS & EPBCS connector now enables Merge Data Slices and Optimize Aggregation commands. With these commands, you can improve the performance of aggregate storage (ASO) cubes in Oracle (Enterprise) Planning and Budget Cloud Service as part of a chain.

Oracle® HFM connector supports version 11.2.x

The Oracle HFM connector now supports Oracle Hyperion Financial Management version 11.2.x in addition to 11.1.2.4.x.

Enable multi-select pick list query qarameters

To accept multiple values for a query's parameter, you can now enable Pick List and select Multi-Select from the Parameters panel. When you set up a multi-select pick list, you must select at least one default value.

Enhanced Chain Builder workspace resources

In Chain Builder, you can now view additional information about workspace resources, such as when they were added and updated. To replace a resource, you can also now simply upload its new version.

NetSuite® Get Saved Search Data command concurrency

To help improve performance, the NetSuite connector's Get Saved Search Data command now includes a Concurrency property. With this property, you can specify how many pages of data to retrieve at the same time.

Pause chains based On another chain's status

With a Pause Chain event, you can now pause a chain based on the completion of another chain. You can also now use a Pause Chain event within a command group.

Rename chains during promotion

When you promote a chain from one environment to another, you can now edit its name.

View version and Java status of GroundRunners

In Chain Builder, you can now view when GroundRunners are out-of-date and whether Java is installed with a GroundRunner. Some connectors require Java to enable their connection.

September 2020

Mark Key columns for dimension tables

In a dimension table, you can now select columns as Key to indicate those that contain a unique value for each row, such as record ID or account number. Key columns prevent duplicates when adding datasets and ease joining with other tables in a query. To combine multiple values into a unique identifier, you can select multiple columns as Key.

Import HCM® Data and process account hierarchies with Oracle® Financials Cloud® connector

To better support Oracle Transactional Business Intelligence® (OTBI) reports, the Oracle Financials Cloud connector now enables commands to import Human Capital Management® (HCM) data or process account hierarchies as part of a chain.

Import security metadata with the Oracle® PBCS® & EPBCS® connector

The Oracle PBCS & EPBCS connector now enables an Import Security command to import security metadata into Oracle Planning and Budget® Cloud Service. With this command, you can import security metadata across a range of application objects including Forms, Rules, Tasklists, Dimensions, and Management Reports.

Manage substitution variables with the Oracle® Analytics Cloud® connector

To better support calculation and reporting processes in Oracle Analytics Cloud (OAC), the Oracle Analytics Cloud connector now enables commands to list, retrieve, create, update, and delete substitution variables as part of a chain.

Revert chains to previous versions

To undo changes to a chain or create a new chain from the previous version of another, you can now revert a chain to a previously published version. From the chain's menu, select Versions assignment_return, choose the version to return to, and click Revert Chain history.

Enhanced chain troubleshooting from Monitor

To ease troubleshooting, from Monitor flight_takeoff in Chain Builder, you can now expand a chain's run to view details about its commands' activity during the run. For each run, you can also now view any output text set with a Set Result Text event.

Wdata connections now lock connected cells

To ensure data integrity in Spreadsheets, new Wdata connections now lock their cells on connected sheets. In a cell's formula bar, a cube icon now appears when its data comes from a Wdata connection. You can edit other cells in the sheet, and cells with existing connections remain editable until refreshed.

August 2020

Copy tables and queries from Home

To create a query based on another query, or create a table with the same or similar columns as another table, you can now select Copy from the menu or an existing query or table in Home .

Handle command errors based on output interpretation

When you set a command's error handling, under Output Interpretation, you can now define rules—including groups and And/Or logic—to set a command's status based on its outputs. For example, with the new Command Details output, you can set a rule to result in a warning when the command succeeds.

In addition, under Log Interpretation, you can select whether to fail the command based on whether it results in specific outputs.

Use a command's details as an output

Each command now automatically generates a Command Details output. With this output, you can now use the command's numeric ID or status of "succeeded" or "errored" as a variable with a command later in the chain.

Set the text result of a chain, command, or command group

To set or update the text output of a chain, command, or command group, you can now add a Set Result Text event. For example, with this event, you can append details to the text output of a chain or its command.

Runtime variables for chain workspace, GroundRunner, and user

To include details about a chain's run in a command, you can now use new runtime variables:

• Chain.Workspace provides the workspace where the chain runs.
• Runner.InstallationDirectory provides where the chain's GroundRunner is installed, or a null if a CloudRunner is used.
• User.Email, User.Id, and User.Name provides the email address, numeric ID, and name of the collaborator who runs the chain.

In addition, to automatically include this collaborator in an Approval event in the chain, you can now select Runtime User as a requestor or approver.

Input either JSON text or file for JSON connector

With the JSON connector, you can now input either a file or text as the JSON Data property of its Object to CSV, Array to CSV, and Validate Schema commands.

Publish spreadsheet links as part of a chain

The Workiva connector now enables a Publish Spreadsheet command. With this command, you can automatically publish a spreadsheet's links—all, or only those you own—as part of a chain.

Search records in NetSuite® as part of a chain

The NetSuite Token Authentication connector now enables a Search Records command. With this command, you can search for NetSuite records by type or ID.

New Prevedere® Connector for chains

With the new Prevedere connector, you can use commands in a chain to retrieve predictive analytics and import client data into Prevedere.

July 2020

Enhanced command groups in chains

To help clarify a chain's sequence, you can now expand/collapse and color-code its command groups. Command groups can also now include triggers and events, including the Run Chain event. To add a command group, move the new Command Group format_list_numbered node to the canvas, and link its commands to Group Start. A group's commands can continue to run serial or in parallel.

Simplified query filter properties

For ease of use, you can now manage a query filter's properties, operator, and value separately:

• To manage a filter's properties, such as its type or date/timestamp format, select it on the Filters tab, and update its Type and other properties from the Field Properties panel. Previously, you changed a filter's type as a Cast type.
• To update a filter's operator, select it directly on the Filters tab, between the filter's name and value.
• To set a filter's criteria, select its value on the Filters tab, and then, on the Filter Properties panel, enter its custom value, or select or create a parameter.

Expand details and rename on Wdata Connections panel

From a spreadsheet's Wdata Connections panel, you now click on a connected query to view who last refreshed its results and to update any parameters. Previously, to update a connected query's parameters, you selected Edit Connection from its menu.

From this panel, you can now also select Rename Connection from a connection's menu to update its name. By default, a connection uses the same name as its connected sheet.

Add up to 120 values per tag

To enable richer metadata about your tables' datasets, workspace owners can now add up to 120 values for a tag from Configuration . Previously, each tag could have up to 20 values.

Reserved columns skipped When adding or importing datasets

To avoid conflicts when adding datasets, tables now automatically skip columns with IDs of _filename, _tags, _timestamp, and _userid in files, spreadsheets, and query results used as datasets. We recommend you avoid these column IDs in datasets you append to tables.

Add headers to Oracle EPM CSV output

With the the Oracle EPM Utils connector, you can now include a header row for the output of its Convert ASO to Tabular command, which converts an Oracle® Aggregate Storage (ASO) export file from its native format to a CSV file.

Start chains based on HTTP POST requests

With the new HTTP Webhooks trigger event, you can automatically start a chain based on an HTTP POST request with a JSON payload via a webhook.

Upsert records in relational databases as part of a chain

Connections to relational database solutions—Amazon Redshift®, Microsoft® SQL Server®, MySQL®, Oracle® RDBMS/ADW, Postgres®, and Snowflake®—now enables an Upsert Records command. With this command, you can simultaneously update existing records and insert new records into the solution's database as part of a chain.

Deploy cubes to Oracle PCMCS as part of a chain

The Oracle® Profitability and Cost Management Cloud Service (PCMCS) connector now enables a Deploy Cube command. With this command, you can deploy an Essbase® cube to PCMCS as part of a chain, such as after a metadata update.

Use OAuth 2.0 authentication with Salesforce connector

When you set up a Salesforce® connector, you can now select to use OAuth2 authentication to secure the connection via a Salesforce connected app. Previously, you could only use standard basic username and password authentication.

June 2020

Sort flat results by multiple fields in Query Builder

In the query builder, you now sort flat results from the Sort tab. To sort by a field, move it to Sorted, and select whether to sort in ascending or descending order. If you sort by multiple fields, arrange them in the order to sort their data by. Previously, you selected Order by Field to sort results by a field.

Use multiple tags in a query calculation

In a query, you can now use multiple tags from a source within a calculation, such as to concatenate Data Source and Version values. Previously, you could only use one tag within a calculation.

New Transpose and Enhanced Smart Filter Rows commands with Tabular Transformation connection

With the Tabular Transformation connection, you can now use a Transpose command to transpose data along the columns/rows axis as part of a chain. With the connection's Smart Filter Rows command, you can also now trim text filters, use absolute values with number filters, and apply 'not' logic to filters.

Retrieve files with the File Utilities connection

With the File Utilities connection, you can now use a Get File command to retrieve files from a local file system as part of a chain.

Retrieve table definitions from relational databases as part of a chain

With the Amazon Redshift®, Microsoft® SQL Server®, MySQL®, NetSuite® JDBC, JDBC®, Oracle® RDBMS/ADW, Postgres®, SAP® HANA®, or Snowflake® connection, you can now use a Get Table Definition command as part of a chain. This command retrieves details about a table in the relational database, including its fields, field types, and keys.

Specify output delimiter with JSON connection's Array to CSV command

With the JSON connection, you can now specify the delimiter to use in the output of the Array to CSV command, such as for use with a later command in a chain.

Specify query parameters for Get commands with Tableau connection

With the Tableau® connection, you can now specify query parameters for its Get commands, such as Get Data Source or Get Projects.

Trim, pad, replace, split, and capitalize string outputs and variables

In Chains, you can now apply additional transformations to string variables and outputs, such as to trim leading or trailing spaces, add padding, replace values, adjust capitalization, or split based on a delimiter.

May 2020

Format query results as a crosstab

To ease analysis of a query, you can select Layout , Crosstab to group and summarize its results horizontally and vertically based on dimensions you choose. In Builder, select which fields to use as rows, columns, and values in the results under Fields; in SQL Editor, do this from the Layout right panel.

Select common SQL functions for query calculations

To ease creating calculations in Query Builder, you can now select common functions and operators to include in the SQL syntax on the Field Properties right panel. From this menu, you can also view the description and syntax for each function or operator.

Default 'Sum of' aggregation type for a query's Decimal fields

To ease summarizing data, queries now automatically apply an aggregation type of "Sum of" to Decimal fields. From the Field Properties right panel, you can apply a different aggregation type to a field as necessary.

Adjust the order of query fields

From the Fields tab of a query, you can now arrange the order in which fields appear in the results. To adjust where a field appears, right-click on it and select to move it up, down, or to the top or bottom of the fields. From this same menu, you can also duplicate or remove a field.

Connect to Microsoft® Dynamics® CRM, Microsoft OneDrive®, and Tritech® Cadency® as part of a chain

From Chains, you can now enable new connections to automate commands to:

• Connect to customer and sales data in Microsoft Dynamics CRM.
• Manage files and folders in Microsoft OneDrive.
• Manage entities and tasks in Trintech Cadency.

Merged branches in chains now support skipped commands

For additional flexibility in chains, merged branches—such as when a chain's Success and Failure branches reconnect into the same command—now support skipped commands.

Manage GZIP archives and split files with the File Utils connection

With the File Utils connection, you can now enable new commands within a chain:

• To compress or unzip a GZIP archive as part of a chain, add a Gzip File or Gunzip File command. For example, you can use the Gunzip File command to unzip a GZIP file output from Oracle® Hyperion Financial Management (HFM).
• To split a file into multiple files based on byte size, line count, or regular expression delimiter, add a Split File command. For example, you can use this command to process smaller chunks in parallel to help improve performance.

  Note: To split a file based on record count, use the Tabular Transformation connection's Split File command.

Concatenate files, clean unquoted newlines, split files, and upload table inputs via absolute paths with the Tabular Transformation connection

With the Tabular Transformation connection, you can now enable new commands within a chain:

• To merge multiple tabular source files horizontally into a single CSV dataset, add the Concat Files command.
• To clean files with unquoted newlines, add the Clean Unquoted Newlines command. For example, you can use this command to help process data with inconsistent characters for carriage returns or new lines.
• To split a file into multiple files based on record count, add a Split File command. For example, you can use this command to process smaller chunks in parallel to help improve performance.

  Note: To split a file based on byte size, line count, or regular expression delimiter, use the File Utilities connection's Split File command.

In addition, you can now use absolute path to upload table inputs from your file system to the Advanced Query command. Previously, you needed to run the File Utilities connection's List File Content command earlier in the chain to upload the files.

Output a report as a CSV with the Planful® connection

With the Planful connection, the Run Report command now provides a Planful report as a comma-separated values (CSV) file in addition to its JSON output.  Previously, you would need the JSON connection to convert the JSON output to a CSV.

April 2020

Arrange a table's columns

To arrange the order of a table's columns, you can now select to move a column up, down, or to the top or bottom from its menu. You can now also select to delete a column from the same menu.

View a query's connected and source spreadsheets as dependents and datasets

From Wdata Home , you can now view a query's connected spreadsheets under Dependents on the Details right panel. For consistency, you now also view a table's datasets or a query's source tables or spreadsheets under Data Sources. Previously, you viewed a table's or query's sources under Datasets or Tables, respectively.

Get help based on your current feature

To find answers or best practices as you use a table, query, or view, you can now click Help on its toolbar to open its related Help article in a new browser tab. To access all Workiva Help articles, you can also still click Support Center in the lower left.

Add and sort multiple columns when creating a table

When you create a table, you can now click Add Column multiple times to enter details about multiple new columns at once. When creating a table, you can also delete or move a column up, down, or to the top or bottom from its menu.

Unimport table datasets to return them to Staged

To return a table's imported dataset to Staged , you now select Unimport from its menu on the Datasets right panel. Previously, you selected Remove from the dataset's menu.

Chain triggers deprecated

Chain Builder no longer supports chain triggers. To start a chain based on another chain's completion, use the Run Chain event instead. Please update any existing chains that use triggers accordingly.

Communicate with Domo® as part of a chain

With the new Domo connection, you can build chains to connect to Domo's data visualization and analytics capabilities.

Provide feedback about specific features

To provide feedback about a feature such as a table or query, you can now click Feedback on its toolbar. You can also still provide feedback about other features or in general from the lower left menus.

View how many records the query's last run returned

From a query's Query Properties right panel, you can now view how many records were returned in the most recent run.

Input body text with a HTTP Request connector in chains

With an HTTP Requests connection, you can now input text to send in a request's body instead of a body file input, such as to specify the schema of the command's response.

Install GroundRunners for Windows® with a Microsoft® installer

To ease installing GroundRunners for Windows, IT admins can now use a Microsoft installer (MSI). Previously, you could only install GroundRunners for Windows via a command line interface (CLI).

Use chains to manage records and reports with the Workiva connector

In Chain Builder, the Workiva connection now supports Workiva's Admin and GraphDB APIs. With the Workiva connection, you can now include commands to list your organization users and manage records and reports within your SOX and Internal Audit database account.

Use file inputs with runtime input triggers for chains

You can now include a file input with a chain's Runtime Input trigger event, such as to pass a file between chains as part of a Run Chain event.

Use JSON variable inputs with a Handlebars connection in chains

To help streamline the dynamic updating of HandlebarsJS templates, you can now include a JSON variables input with a Handlebars connection's commands, including variables such as #each.