Zebra BI for Power BI – Changelog

Zebra BI Charts

New features:

  • Showing forecast data even with AC present
    You are now able to show forecast data in your visuals even if the actual data is present and not only when AC is empty. The forecast can always be shown, meaning that you can control which months are shown by making the forecast empty on closed months.

    As a result, this option enables a completely dynamic solution. For example, DAX formula returns empty FC for closed months.

  • Highlighting selected chart in small multiples
    We added the option ‘’Highlight’’ to the right-click menu also on a selected chart in small multiples! This means you can now use the same highlighting colors as in Stacked charts and seamlessly switch between both visuals.
    To do that just right-click on the Group title and choose the highlight option.

Improvements

  • Added the up/down button to enable users to change the number of items for the Top N + Others feature directly on the visual. This is now possible on the waterfall charts as well as for the version with the vertical axis. Additionally, the tooltip is now visible when you hover over the button to either Decrease to the top [N-1] or Increase to the top [N+1].
  • Provided better consistency between tooltip fields names and JSON template (or column headers). The names that are used in column headers are now also displayed in the tooltip.
  • Added up and down buttons to Others in case if there is a drill down with 2x category.

Bug fixes

  • Fixed the issue which caused lower opacity of all comments in the comment box if the category was highlighted.
  • Corrected the issue where the descriptions disappeared when the Drill Mode was used for drilling down to a single category member.
  • Resolved the problem where users were unable to change the highlighting color on stacked charts more than once.
  • Fixed the issue where visuals in pinned tiles in a PBI dashboard went blank.
  • Corrected the display of the legend on stacked charts when values are negative. Also, the Total label number and position are now working properly.
  • Fixed the issue where any input that was not a letter broke the visual in Charts 5.0.1.
  • Corrected the Tooltip field values if the Top N categories were used on waterfall charts.
  • Fixed the issue in Vertical view for Zebra BI Charts where the Data Label on the very bottom of the visual was always cut off.

New features:

  • Comment box
    Display dynamic comments directly inside a Zebra BI visual! Simply turn the Comment box setting to On:

    The new comment box automatically generates titles based on the category name and even calculates variance for you in case you have a comparison. The red or green triangle marking the difference will help users understand the message even quicker.
    The comment box is responsive and adapts to the size of your table.
    It's completely dynamic so you can simply switch the time period to see only the relevant comments.
  • Advanced Stacked Charts
    Zebra BI Charts visual now supports advanced stacked charts. It renders stacked column charts and stacked area charts and they are packed with useful features.

    Zebra BI stacked charts can show comparisons of multiple measures within a stacked chart! Simply take the measure, put it in the right placeholder and your stacked chart will present the comparison.
    Stacked charts also support the "Top N + Others" feature. In case you have a lot of data series, Zebra BI will automatically filter them and calculate the "Others" data category, so that the totals are preserved. Users can increase or decrease the number of data series displayed by simply clicking on the up/down arrows directly on the legend:

    You can highlight any data series with an individually selected color by right-clicking on a legend entry:

    Users can even dynamically switch between a stacked chart and small multiples with 1 click;
  • Support for switching dynamically between comparisons
    Zebra BI now provides out-of-the-box support for switching between scenario comparisons with a native Power BI slicer. No bookmarks are necessary for this! Add a slicer, make sure that your comparison measures return empty values if they are not selected, and turn the new Suppress empty charts setting to On:
  • Support for dark mode
    The Zebra BI Charts visual now fully supports dark mode. In case you're using dark backgrounds you can design all the elements on a Zebra BI Charts visual in a legible way. In version 5.0 we added a setting called Zoomed chart background to the Small multiples group of settings that sets the background of the zoomed/pop-out chart in small multiples to a custom background fill: 

New features

  • Allow the designer to hide selected chart types from the chart slider for viewers (when published)
    Hide in view mode
  • Support for customizing scenario headers (labels AC, PY, PL, FC) in report themes/styles (JSON files)
    You can now specify your own default labels for business scenarios instead of AC, PL, PY, and PY. Furthermore, you can customize your default labels for all variances, absolute and relative, between all possible scenarios. Your custom labels will appear on charts and tables by default, but the end-users can still rename them afterward directly on a visual if needed.
  • Added support for drill-through by measure
  • Vastly extended design options for combo charts
    We have added many settings to customize the design of combo charts. Marker density, marker size, droplines, line styles, colors, etc. Check the new options under Combo chart group of settings. We have also redesigned the behavior of the secondary axis in combo charts so that both data series are always rendered on the same 0 X-axis, even if one of them has negative numbers.
  • Zoomed chart in small multiples now supports a quick display of next/previous data element. The zoomed chart also shows tooltips (also page tooltips) and even supports drill-through!
  • Add settings to customize and emphasize the difference highlight
    Check under the Difference highlight settings, where you will find new options like Connecting line color, Connecting line style, Custom difference font, Highlight ellipse, and more.
  • Allow data labels on the second data series (PY or PL or FC)
  • Option to display comparisons as markers (triangles) instead of overlapped columns

Improvements

  • Upgraded both visuals to MS Power BI Custom Visuals API 3.5 (fixes cross-visual filtering issue in PBI Desktop)
  • Improved left and right offsets so that labels don't get cut
  • Improved display of left-right buttons for 'Others' in multiples
  • Improved display of relative labels if one of the values is empty or zero
  • Improved display of comparison columns in segmented integrated variance charts

Bug fixes

  • Fixed a bug where tooltip not shown over negative variance in the integrated chart with vertical axis
  • Fixed a bug where data labels were overlapping with the legend
  • Fixed a bug with axis break in waterfall charts with all negative values
  • Fixed a bug where Others chart misplaced in multiples
  • Dynamic comment markers with text tooltips
  • Added option to display variances as "chevron" arrows

Other improvements

  • Spread out legend entries if they overlap
  • Improved the display of date formats in tooltips
  • Corrected the display of tooltips so they don't cover the Others arrows
  • Better display of Auto multiples with Top 1 + Others

Bug fixes

  • Fixed an issue with data labels on 2d small multiples
  • Fixed a bug where plan pattern did not work if More colors were used
  • If you have multiple comparisons in your visual you can now choose the order in which they are displayed!

    You can find this under Legend -> Switch comparison measures.
  • When displaying small multiples the categories were repeated for every chart. Now, you have a few options to choose from (All Charts, First chart, First row, Last row, First chart & Last row).

    You can find these under Small multiples -> Axis labels.
  • We made it a lot easier for you to change the number of Top N charts you wish to see! When you hover over the visual you will now see left /right arrows next to the "Other" chart, which will allow you to adjust the number of shown charts.
  • "Others" label is now customizable. You can set it under Categories -> Others label.
  • You can now control if you wish to show "%" in the labels of relative elements. You can find the option under Data labels -> Show % symbol in numbers.
  • Custom scenario colors are now correctly displayed in tooltips.
  • Added tooltips field, which you can use for displaying any additional information in the tooltips.
  • Added support for custom fonts. By using report themes you can now use any custom font you want!
  • Greatly improved Auto layout when displaying small multiples.

    Before one big chart could only span over two smaller charts. Now it can span over multiple charts, as many as can fit!

    This spanning of bigger charts can now happen in multiple columns, while before it could only happen once.
  • Improved the licensing window by allowing the users to scroll down when the visual has limited space.
  • Improved the detection of outliers.
  • Improved the grand total tooltip when we have two segments or all four scenarios. 
  • Fixed an issue with overlapping labels on Integrated charts  when variances were zero.
  • Fixed an issue with overlapping labels on vertical, single measure Waterfall charts.
  • Fixed an issue with negative grand total on segmented charts.
  • Fixed an issue with setting custom highlight colors.
  • Fixed an issue with disabling the pro features. After completing the free trial you could not go back to using the Free visuals. This should now be fixed.
  • Added support for highlighting columns. Users can now right click on axis labels and highlight any element. The default color of the highlight can be set in the Style, but users can change the color of each individual highlighted element.
  • Added axis density options which allow the users to control the amount of displayed axis labels. This is especially helpful when the visual contains many elements, since the labels can start to overlap.
  • Added a setting to control the gap width in all column charts.
  • Added several difference highlight arrow options as well as a setting for customizing the difference highlight line width.
  • Added an option to change the opacity of variance areas.
  • Improved the application of scenario colors to lines and markers in line and area charts.
  • Fixed an issue with "Others" element being incorrectly calculated for negative values.
  • Fixed an issue with Grand total chart when all the reference values were missing.
  • Fixed an issue where clicking on the chart title applied filtering.

You can see a lot of these changes in action in our Impact of COVID-19 on the global stock markets report.

  • You can now switch between vertical and horizontal orientation of your charts! This works for integrated, waterfall, column, and pin charts!
  • Added min / max options to difference highlights.
  • Improved group title horizontal alignment.
  • Improved interactions on mobile devices.
  • Fixed an issue with using drill down. When chart slider interaction was disabled the drill down did not work.
  • Fixed an issue with labels being cut when the visuals is narrow.
  • Fixed an issue with filtering on single measure waterfall charts.
  • Updated the copyright information.
  • Published the visuals to the AppSource, read more about it here.
  • Visual is now certified! 🎉 Read more about it here.
  • Added support for Report themes.
  • Fixed and issue with axis break not working when we have missing data.
  • Improved the label positions on negative numbers in the absolute / relative layouts. The labels sometimes overlapped with the category labels.
  • Fixed axis break on charts that have null values.
  • Fixed an issue with category text on segmented charts. The category on the ending column was sometimes displaying the incorrect scenario.
  • Added a setting to manually set the outlier values. The setting can be found under Chart settings -> Custom outlier limits. You can individually set the value for the minimum and maximum outliers.
  • Fixed renaming the Total element in the single measure Waterfall chart.
  • Added support for different colors for scenarios. You can find the settings by going to Design -> More colors
  • Fixed combo chart when showing Grand total.
  • Added the lollipop chart to Zebra BI PowerCharts (last chart in the chart slider if you have 1 measure in the visual):
  • Improved rendering of connecting linesin the new waterfall chart (created from a single measure)
  • Fixed a bug in rendering difference highlight Last AC to Last FC if FC values are missing
  • Improved the calculation of absolute variances in cases when some of the values are missing. We now treat missing values as zeros, but you can always switch back to treating them as missing under Chart settings -> Use null values as zeroes.
  • Improved the rotation of the labels on the axis. The labels are now rotated less when there's enough space.
  • Improved the formatting of labels when the units are shown in the title or not shown at all. After this fix the labels always display the specified number of decimal numbers, even for round numbers.
  • Improved the date formatting of categories which now uses your existing column format.
  • New user interface for changing the chart's title. You can now change the title directly on the visual (click on the ▼ dropdown icon on the title and simply edit it).
  • Added an option to allow the title to wrap if it is too long. The setting can be found under Title -> Word wrap.
  • Added the axis break options to the waterfall chart with subtotals. It works just like on the regular waterfall charts!
  • The PowerChart visual now supports new waterfall charts with extremely flexible subtotals. When you are using just one measure and a category field with the Waterfall chart you can now right click on any category and mark it as a result.
  • Improved the legibility of labels on integrated chart.
  • Changed the calculation of relative variances which now also calculates the relative variance if one of the compared values is negative while the other one is positive.
  • Added support for cross visual filtering (press CTRL+click on several visuals to filter by multiple criteria).
  • Added a feature to automatically enlarge/zoom the font size in Focus mode to improve the readability in focus mode. By default, the zoom factor is 150%, but you can customize the zoom factor for each visual in the settings (under Interaction > Zoom in focus mode (%)). While in focus mode, press CTRL+mouse wheel to increase/decrease the zoom while presenting.
  • Added an option to display negative values in parentheses (check out Data labels > Negative values format)
  • Added an option to show the difference highlight between the Last Actual value and the Last Forecast value (available in settings: Difference highlight > From/To)
  • You can now specify the maximum height of the combo chart (secondary axis scaling in %). In certain cases this helps with overlapping labels. A new setting is added to Combo chart > Max height percent (%)
  • Increased the size of the zoomed charts in small multiples (click on a chart title in small multiples)
  • Fixed an issue with segmented charts: the dot chart was sometimes displayed over other charts.
  • Fixed an issue in iOS App where the visual has been cut due to wrong sizing in Microsoft CV API.
  • Improved design of the Actual+Relative layout with 2 comparisons.
  • Added a feature to "Invert" categories in waterfall charts (right-click on the category axis label and click Invert from the context menu). Useful for bridge charts where you need to invert a specific element inside the bridge (e.g. costs/expenses).
  • Added additional category (axis) labels settings
  • Added Combo charts
  • Increased limit of the number of categories to the maximum allowed (30.000 data categories)
  • Improved rendering and bug fixes in area charts where certain values are missing/null
  • Fixed the missing fade out effect in area charts with axis break
  • Improved readability of negative values in waterfall charts if they are close to the axis (they won't overlap with the axis labels)
  • Improved readability of data labels in integrated column charts (small values are suppressed)
  • Added new area charts. The Layout setting in Chart settings now contains two options:
    • Integrated variance layout displays the "Hills&Valleys" charts with red/green coloring of variances)
    • Actual layout displays the area chart for the actual measure, overlayed by a line chart for comparison series (PY, PL or FC).
  • Added a new feature to focus/zoom-in on a selected chart in small multiples. You can now zoom into individual charts in small multiples! In small multiples, click on a title of each individual chart to display an enlarged version of this chart in zoom mode (a popup window appears). A very helpful feature for exploring values in smaller charts.
  • Added a feature to resize all charts in small multiples by simply dragging the gridline of the first row up or down. This will resize all the charts in small multiples to make them bigger or smaller as needed, while still preserving pixel-perfect scaling!
  • Improved label positioning in grand totals in column charts.
  • Improved calculation of the width of difference highlights to further optimize the rendering of charts and small multiples.
  • Improved rendering and design of grids in small multiples. Turn the Show grid setting under Small multiples to On and explore further settings to set the gridline color, line style or turn the outside border on/off.
  • Improved layout in small multiples when the Auto layout is used.
  • Changed the license information text on the landing/home page for subscriber licenses
  • Added support for inverting a selected chart in small multiples. Very useful in cases where a KPI dimension is used in small multiples to show different measures, for example, Sales, Costs, and Profit. In this case, the whole chart for costs needs to be 'inverted' to properly show the variances (toggle the red/green color). You can do this by right-clicking on the title of a chart in multiples and then selecting Invert from the context menu.
  • Added a setting to display a grid in small multiples. The setting is available under Small multiples > Grid. Allows setting a custom grid color, line style (solid, dotted, dashed) and showing or hiding the outside border.
  • Fixed a bug in filtering if the top/bottom N categories filter is used
  • Improved Auto layout algorithm in small multiples
  • Improved rendering of scenario delimiters in segmented area charts
  • Drill-through supported!
  • Added 'Show Data' context menu (right-click on a chart element)
  • Added an information page when the visual is added to report for the first time
  • Support for Power BI themes. Color picker (in Design settings and in all font color settings) now works with custom PBI themes/styles

NOTE: This version uses Microsoft Custom Visuals API 2.3, which requires minimum November Update of PBI Desktop and January Update of PBI for Report Server.

WARNING: Due to a missing feature in Microsoft CV API 2.3, two-dimensional small multiples (two fields in the Group bucket) cannot display correct chart legends. We're working on a workaround together with Microsoft. Until this is resolved, please use version 2.2 if you are using two-dimensional small multiples in your reports.

  • Added support for localized titles based on the current language (available for 9 different languages)
  • Added the difference highlight to the overlapped chart with a single category
  • Fixed a bug in the Top-N feature when more than two comparisons are displayed
  • Fixed a bug in the grand total calculation in case of missing (null) values
  • Improved positioning of legend entries if first categories are missing (null)
  • Added Automatic data labeling! All charts now have a new option called 'Auto' in the Data labels > Density dropdown. It's the default option for all the charts and will automatically display data labels in such a way that they do not overlap. This works responsively, so if the chart is resized or is view in focus mode, more labels will be displayed in a bigger chart.
  • Fixed a bug in rendering waterfall chart with axis break if cumulative value crosses the axis
  • Added the automatic "Top/Bottom N + Others" functionality to Waterfall chart (available under Categories chart setting).
  • Category delimiter heights are now adjusted based on the number of category levels.
  • Improved scaling in Plus minus charts.
  • Added user interface for 1-click managing of axis breaks in line and area charts
  • Improved display of rotated category labels on the X-axis
  • Fixed number formats for percentage data values when units are set to "None"
  • Added the axis break setting to line charts and area charts. Works in individual charts as well as in small multiples!
  • Improved the highlighting experience on Line and Area charts with persisted droplines when filtering
  • Small multiples with extended charts! Works for the following column chart layouts: Actual/Absolute, Actual/Relative, Absolute/Relative
  • Support for Top N + Others in small multiples with extended charts
  • Support for bookmarking (visual remembers the bookmarked state)
  • Improved filtering experience (persisted filtering)
  • Fixed display of tooltip values in the case of multiple comparisons
  • Synchronized the display of overlapped columns in grand totals across all layouts
  • Added support for Top N + Others in small multiples. Supports displaying top N items or by percentage. Automatically generates charts for Others.
  • Improved controls when adding fields to the Group placeholder
  • Improved the UI for setting decimals, percentage decimals and gridline density
  • Fixed a bug in tooltip where the value of the second reference scenario was missing
  • Fixed a bug when data label background turns to white after mouse over
  • Fixed an issue with displaying the visual on the dashboards.
  • Improve the triangle appearance when using a second reference scenario.
  • Improved the tooltip text (variance labels are taken from Legend entries)
  • Improved the calculation of variance when the reference scenario contains empty values
  • Added a setting to set the background transparency on data labels displayed over overlapped columns
  • Added option to either trim or rotate long category names
  • Added a new chart layout (Actual / Relative)
  • Added a new setting 'Lighten when overlapped' under Design to improve readability of overlapped column charts
  • Changed the behavior of Absolute/Relative and Actual/Absolute chart layouts to non-responsive
  • Adjusted label background design for better readability of overlapped column charts
  • Improved label density behavior with "First, last, min, max" setting
  • Improved rendering of group titles in small multiples
  • Improved display of axis labels for default Power BI date fields
  • Fixed a bug where lollipop chart was not aligned with the base waterfall chart
  • Added support for multiple comparisons in all charts (e.g. Actual vs PY vs Plan or Actual&Forecast vs PY vs Plan)
  • Added legends to all charts
  • Added a setting group to toggle legends on/of and rename them if needed
  • New feature to control which interaction is available in view mode
  • Added Interaction settings
  • Added Actual / Absolute chart layout
  • Added Absolute / Relative chart layout
  • Consolidated chart layout settings between both visuals
  • Fixed calculation of relative variance on the grand total column
  • Fixed tooltip values for grand totals
  • Fixed percentage point (pp) data labels in the integrated variance chart
  • Improved labeling in responsive variance chart layouts
  • Fixed Segoe Bold font rendering issues for row and column headers in 2d multiples
  • Improved user experience when visuals expire
  • Fixed rendering errors when the visual is pinned to a dashboard
  • Licensing improvements
  • Added a separate setting for percentage decimal places
  • Improved order of settings
  • Improved Auto layout algorithm in small multiples
  • Improved rendering of scenario delimiters in segmented area charts

Zebra BI Tables

New features

  • Formula Manager
    You can now see the list of all the formulas in the visual and quickly edit or delete them! Access the Formula Manager by clicking on the Manage formulas button when editing or adding formulas:

    The great thing about this new feature is that it allows you to delete one or more formulas on the visual or edit one or even more formulas at once. For example, you can select multiple formulas and set the same font color or number format to all of them in one go.

  • Suppress data labels for large relative values
    You can now suppress data labels in table columns for relative variance values that are bigger than XY!To implement this new feature simply go under Settings --> Data labels and change the switch next to Suppress large relative variance to ON and input the value in %. For example, if you would like to limit the % greater than 100 and not display the exact value, you can now easily do that, and the values will be displayed with the signs > or < (< -100% or >100%).
  • Grand totals and subtotals formatting
    With this new feature you can add an outline and change the background of your grand total and all your subtotal columns in your visual! This way you can mark all the important parts of your report and draw attention to the overarching information.

    Turn on your subtotal and total columns by hovering over the top of your columns and click on the Add columns (+ symbol) at the top of your Categories list. Access the format settings on the total columns the same way as for any other column in Zebra BI Tables by hovering over the column name and clicking on the down arrow symbol.

Improvements

  • Improved the display of long column names so it doesn’t spill over to other columns and the text doesn’t overlap. This also provides a better experience when clicking on an arrow or using sort on that column.
  • The display of grand total (if enabled) is now clear, and it doesn’t overlap with values in upper rows.
  • Updated the display of Top N, Bottom N, Top + Bottom N in case when using 0 under the settings for item.
  • Enabled option to deselect the category or Others row by double-clicking on them.
  • Improved the option to still display headers even when Freeze headers is disabled in the settings.
  • Provided better consistency between tooltip fields names and JSON template (or column headers). The names that are used in column headers are now also displayed in the tooltip.
  • Enabled option of opening the dropdown arrow to open the column format menu even if the group name is extensively long.
  • Added ‘’-’’ option to column settings, row format settings and formula settings.

Bug fixes

  • Fixed freezing categories and hidden icons when the grand total column was added.
  • Fixed the issue where visuals in pinned tiles in a PBI dashboard went blank.
  • Disabled the display of ‘’above subtotals’’ also on the waterfall charts as using ‘’below subtotals’’ should be the only option for this visualization.
  • Fixed the issues on percentage format including percent format not getting passed over from row to formula (and formula editor), percent format on rows not showing % symbol, and percent formula causing inconsistent results on the additional measure in combination with other formats.
  • Fixed the issue with center alignment for ‘Group title’ value.
  • Corrected the issue with percentage format on relative variance measure type when using additional measure. Also, corrected the display of blank values in such case.
  • Fixed the issue where formula row didn’t show up when there were blank (null) values.
  • Fixed the issue where suppressing empty columns didn’t work when measure type relative variance was used as an additional measure in 3+ hierarchy causing the zeroes to be displayed instead of blank spaces.
  • Resolved the issue with formulas in waterfall charts which caused the incorrect grand total and missing connecting lines.
  • Fixed the problem with incorrect calculations caused by persisting formulas in the background even after they were visually deleted.
  • Resolved the issue related with More colors not being applied to Bar and Overlapped bar integrated charts in Zebra BI Tables v5.0.0.

New features

  • Comment box
    Zebra BI visuals now support displaying dynamic comments directly inside the visual. Simply put your comments data field into the Comments placeholder and turn the Comment box setting to On:
  • Flexible row formatting
    You can now set a custom number format on any row in a Zebra BI Table!
    Simply right-click on a row header and select Format to set the format of the selected row. You can change the unit, the number of decimal places, custom font color, custom bar color, bold, italics, and a gridline.

Improvements

  • Redesigned the row format menu for a better user experience. It now displays the element name on the top, options are grouped and separated with a gridline, and all row format design options are displayed in a compact submenu:
  • The Suppress empty columns setting now supports Zebra BI formula calculations. You can now dynamically switch comparisons between for example PY and a plan in a Zebra BI Table even if it contains custom formulas added with Zebra BI Formula Editor
  • Upgraded Microsoft Custom Visuals API to version 3.6. This fixes an issue where MS Power BI returned wrong datetime values under certain regional settings
  • Added the column format drop-down menu to columns in all matrix (cross-table) layouts

Bug fixes

  • Fixed an issue in certain cases where drag&drop reordering of columns was not working correctly

New features

  • Support for calculating formulas based on existing formulas
  • Support for setting a custom font color on formulas
  • Allowed adding formulas even when the table is sorted
  • Added the option to invert all child elements on a higher level element
  • Added support for hiding empty columns (for dynamic scenario comparisons with 'Compare to Plan | PY' slicers)
  • Support for adjusting scenario headers (labels AC, PY, PL, FC) in report themes/styles (JSON files)
  • Added support for drill-through by measure
  • Support suppressing absolute variances when forecast/budget values are null/empty

Improvements

  • Upgraded both visuals to MS Power BI Custom Visuals API 3.5 (fixes cross-visual filtering issue in PBI Desktop)
  • Better handling of null values in formulas
  • Added a scrollbar to the 'Add columns' form
  • Improved positioning of text columns for better display when column borders and fills are applied
  • Major improvement in applying individual column formats to measures in the table

Bug fixes

  • Fixed an issue where additional column pin chart squeezed if measure type is percent
  • Fixed an issue where additional measure had an incorrect format for percent formulas
  • Fixed an issue where Expand/collapse button is shown for elements with no underlying rows
  • Fixed an issue where formulas made the top-level elements bold
  • Fixed the display of Group title if freeze categories on and groups in columns
  • Fixed the display of column headers on zoom in/out during focus mode
  • Fixed the display of headers for custom relative variances containing an additional %
  • Fixed an issue with column background fill overlapping the values when scrolling
  • Made TopN+Others up/down background transparent
  • Fixed an issue where an overlapped chart is applied to additional measures
  • Fixed the display of pin charts when the grand total is on
  • Corrected the % number formats in formulas on percentage additional measures
  • Corrected the display of relative labels getting cut off on the integrated chart
  • Fixed the rendering of group headers when aligned right
  • Fixed the display of dPY label in integrated variance chart
  • Fixed the display of colors in table columns when an individual group is inverted
  • Formula Editor -  Add new, automatically calculated rows!
  • Dynamic comment markers with text tooltips
  • Added option to display variances as "chevron" arrows

  • Allow renaming individual groups
  • Allow users to invert an individual group
  • Added option to invert individual columns

Other improvements

  • Allow column settings drop-down menu (arrow) in view mode
  • Improved the display of date formats in tooltips
  • Improved display of ragged hierarchy elements

Bug fixes

  • Fixed a bug with turning off the data labels on value charts
  • Fixed an issue with calculation waterfall chart with 3 levels of hierarchies
  • Fixed an issue with Top N + Others if blank elements were present
  • Fixed an issue with scrolling where columns have backgrounds
  • Fixed an issue where multiple variance chart overlapped
  • For a long time you could only show value elements as table when you had a hierarchy. But we just added support for value charts on hierarchies as well!
  • One of the most awaited features is now here: freeze categories!

    You can find this under Categories -> Freeze categories.
  • You can now use our Top N functionality on all the levels of your hierarchy, whereas before you were limited to using it only on the last level.This comes with a completely new user interface, which you can reach by right clicking on the Categories and choosing Top/Bottom N. You can also find it under Categories -> Open Top/Bottom N form.

    This will open a new Top N form, where you can choose the level of the hierarchy to which you wish to apply the Top N, as well as other Top N parameters.
  • We also made it a lot easier for you to change the number of Top N elements you wish to see! When you hover over the visual you will now see up / down arrows next to the "Other" category, which will allow you to adjust the number of shown elements.
  • "Others" label is now customizable. You can set it under Categories -> Others label.
  • Added an option to show "%" in the labels of relative elements.You can find the option under Data labels -> Show % symbol in numbers and for the additional measures this can be set on the column settings form:
  • Added support for analytics pane! You can now add average, constant, median, and percentile lines to the visual! The display of the line and the corresponding label is completely adjustable.
    Just head to the analytics pane and start playing with it!
  • Added tooltips field, which you can use for displaying any additional information in the tooltips.
  • Several performance improvements. First tests show improvements of 15-25% in many cases.
  • Added support for custom fonts. By using report themes you can now use any custom font you want!
  • Grand totals for waterfall charts are now displayed as a chart instead of a table (except in some specific cases).
  • You can now hide individual columns from the Grand total group. Before you could only hide them from all the groups.
  • Custom scenario colors are now correctly displayed in tooltips.
  • Removed the values for Other elements of relative additional measures. Since these are non-additive measures we cannot calculate them on our own from the existing elements. Until now these were still displayed as a sum of the elements, but we decided to remove them completely, since summing them is always incorrect.
  • Improved how the connecting lines on waterfall charts are displayed when there is missing data.
  • Fixed an issue with sorting where in some cases not all the levels of the hierarchy were correctly sorted.
  • Fixed an issue with the visual not displaying correctly when collapsing certain elements.
  • Fixed an issue with percent formats not correctly being applied when using Percent additional measures.
  • Fixed an issue with using transparency in Edge browser. The background of the columns was displayed black if color was semi transparent.
  • Relative additional measures don't display a semantic axis anymore.
  • You can now display your Additional measures as Charts!

    Since additional measures are often showing KPIs that are unrelated to other KPIs in the same visual you can decide how they should be scaled by adding them to different Scaling groups.

    On top of that we increased the number of measures you can add to 20!
  • You can now independently format your Additional measures.
  • Added tooltips for truncated categories.
  • Added the option to set the "Show row subtotals" using Report themes.
  • Added "Gap between columns (%)" setting, which controls the amount of gap between columns.
  • Added support for "Suppress zeros" and "Suppress nulls" when using multiple group elements and when showing Groups in columns.
  • Added transparent backgrounds to labels on Waterfall charts. The amount of transparency is controlled by going to "Data labels -> Background transparency".
  • Added an option to hide the Calculation symbols ("=" and "-"). You can find the setting under "Chart settings -> Show calculation symbols".
  • Improved the display of tooltips by not showing the elements that were hidden from a particular group.
  • Improved the licensing window by allowing the users to scroll down when the visual has limited space.
  • Improved the detection of outliers.
  • Improved the display of the layout tooltip, which is now displayed in the middle of the visual. This it makes it much easier to see whether we are using the "Chart" or the "Table" layout.
  • Clicking save on the Color picker now closes down the Color picker.
  • Fixed an issue with part of the visual displaying empty space after collapsing one of the elements.
  • Fixed an issue with formatting data labels when using the Percent format. When using a custom unit setting for data labels the display of Additional measures that used Percent format was also affected. Now this is not the case anymore.
  • Fixed an issue with "Show row subtotals" sometimes missing from the settings.
  • Fixed an issue with the missing gridline above the "Others" category.
  • Fixed an issue with "Hide column" option being visible on the Total columns when using the Actual / Absolute layout.
  • Fixed an issue with sorting Absolute and Relative difference values when the values contain zeroes. The elements with zeros should now be displayed in the correct position.
  • Fixed an issue with setting custom highlight color.
  • Fixed an issue with Plan and Forecast scenario being swapped when all four scenarios were present.
  • Fixed an issue with not being able to set some of the Variance calculations.
  • Fixed an issue with alignment of scenario indicators in Internet Explorer.
  • Fixed an issue with horizontal scrollbar sometimes not being visible in Internet Explorer.
  • Fixed an issue with missing axis on grand total for Plus Minus charts.
  • Fixed an issue with hiding columns after copying the visual.
  • Fixed an issue with disabling the pro features. After completing the free trial you could not go back to using the Free visuals. This should now be fixed.
  • You can now show 4 scenarios in a single Tables visual, together with 3 comparisons between them!
  • Added support for highlighting columns. Users can now right click on axis labels and highlight any element. The default color of the highlight can be set in the Style, but users can change the color of each individual highlighted element.
  • Fixed an issue with color picker not closing after clicking the Save button.
  • Improved the column grand total alignment when center option is selected.
  • Improved the display of colors for Internet Explorer.
  • Improved interactions on mobile devices.
  • Fixed an issue with missing column settings. In some cases, especially if you did not have any elements in the Group field, the column settings were limited or missing.
  • Fixed an issue with overlapping labels when one of the columns is completely empty.
  • Fixed an issue with the headers being hidden when column background color was applied.
  • Fixed an issue with certain elements incorrectly displaying bold.
  • Updated the copyright information.
  • Visual is now certified! 🎉 Read more about it here.
  • Added an option to show column subtotals when we have at least two items in the Group field.
  • Added an option to show column Grand totals.
  • Added an option to expand / collapse columns.
  • Improved the display of connecting lines on waterfall charts.
  • Improved the display of tooltips which were sometimes getting cut off.
  • Fixed an issue with highlighting.
  • Added an interaction option to disabled column formatting.
  • Published the visuals to the AppSource, read more about it here.
  • Fixed a problem with changing the calculations on integrated charts.
  • Added support for Report themes.
  • Fixed a problem with highlighting a whole row when we had a hierarchy with at least 3 levels. In some cases this caused other visuals to not display correctly.
  • Fixed an issue with highlighting when the visual is displaying a hierarchy with more than 3 levels. Clicking on the elements was adding the elements to the selection even without using Ctrl key. Now regular clicks select a single element as they should.
  • Fixed an issue with showing duplicated Actual column in Responsive layout with a hierarchy. Instead of the duplicated Actual column we now show the correct comparison column.
  • Improved the display of categories. In certain cases the categories extended past their bounds. In other cases the categories were truncated even though the visual still empty space available.
  • You can now limit the number of categories that are displayed in the visual. All the other values are shown as Other element. You can choose to show Top N, Bottom N, or Top + Bottom N elements. The setting can be found at Categories -> Top/bottom N.

  • Added an option to hide columns only from a specific group. You can reach this by clicking on the header arrow, then choosing the option from the Hide column drop down. The option is only available when the visual is showing multiple groups.
  • Added a setting to manually set the outlier values. The setting can be found under Chart settings -> Custom outlier limits. You can individually set the value for the minimum and maximum outliers.
  • Added support for showing the Integrated layout as a table.
  • Improved hiding of the list of columns that can be added. In certain cases the list stayed visible even when we moved our mouse out of the visual. This should now be fixed.
  • Improved the table layouts. The charts now expand to fill all the available space.
  • Added support for different colors for scenarios. You can find the settings by going to Design -> More colors
  • A new feature to switch any column from a chart to a table column (works in all layouts, both in chart view and in table views):
  • Hide/unhide columns in a table:

  • Change the calculation of variance for each individual variance column:
  • Added support for displaying groups in columns in responsive layout so you can build tables like this one in a few clicks (simply put your grouping field such as "Period calculation" in our example below into the Group placeholder):
  • Added option to right-align numbers when showing negative values in parenthesis (Setting Data labels > Right align numbers, shown when Negative value format is set to Parenthesis)
  • Added option to change the chart type and reorder columns to all layouts, even when a hierarchy is applied to columns
  • Improved and automated the display of base columns if the overlapped bar chart is selected in AC column
  • Improved the design in many layouts
  • Modernized the design of scrollbars
  • Added descriptive tooltips for better user experience
  • Improved the experience of dragging the columns when changing the order of columns
  • Improved the sizing of columns when the sorting arrow is shown in column header
  • Fixed a bug when applying font color to custom-calculated columns of type Percent (%)
  • Fixed the calculation of grand totals when a flat dataset is used (one Category field) and Results (subtotals) are turned on
  • Fixed an issue with left-aligned titles in certain layouts
  • Fixed an issue when a column border was cut at the bottom of the visual
  • Fixed a problem with displaying column headers for custom-calculated column names
  • Fixed flickering of headers when moving the mouse next to the header from the right side
  • Every column in the visual can now be individually styled! Just click on the arrow next to the column's header and you will be able to: set the text color of the column, set it's background color, display the text as bold and even show a border around it.
    For additional measures you can also choose the marker you wish to display.
  • Allow the users to hide the values of the subtotals. The feature can be found under Chart settings -> Show subtotals -> Above, hide values.
  • Added a vertical pin chart, which can be used interchangeably with the bar chart for showing absolute values. You can easily change to pin chart by clicking on the header arrow and selecting it from the list of available chart types.
  • Added a minimum chart width setting, which can be found under Chart settings -> Minimum chart width. In some layouts the charts turn into tables when the visual is resized. You can now adjust at which point this happens. Setting the minimum chart width to a low number will results in the visual changing the display to tables later.
  • Improved the formatting of labels when the units are shown in the title or not shown at all. After this fix the labels always display the specified number of decimal numbers, even for round numbers.
  • Fixed an issue with highlighting the total values. This sometimes made other visuals in the report show a warning.
  • Optimized the width of the columns in certain matrix layouts. The width of the charts is now proportional to the displayed data.
  • Removed the "Show as table" setting since you can use the slider to do the exact same thing.
  • Improved the chart widths on all the layouts where we display groups in columns as well as the width of relative charts on Responsive layout. Before all the charts had the same width, even if their values were significantly different. Now their width is proportional to their values which greatly optimizes the usage of available space.
  • Added additional layout options. You can now also use "Groups in column" option on the following layouts: Actual / Absolute,  Actual / Relative,  Absolute / Relative.
  • Added support for showing two comparisons on Absolute and Relative layouts.
  • Improved the display of Waterfall charts. In some cases the charts did not use up all the available space.
  • In version 3.3 we added an option to add up to 3 additional measures to the visual. We have increased this and you can now add  up to 10 additional measures displayed as additional columns. Additional columns work in all the layouts (chart layouts, tables, cross-tables, hierarchical matrices)! Just add your custom measures to the Values bucket as an additional data field.
  • Improved the date formatting of categories which now uses your existing column format.
  • Improved the display of hierarchies. We now only expand the top two levels of the hierarchy by default, but you can always manually expand other levels!
  • Added a setting for the amount of indentation on hierarchies. When you have more than two levels in your hierarchy you can now set your own indentation under Categories -> Indentation.
  • Fixed an issue with grand total getting cut off at the bottom.
  • Fixed an issue with P&L calculations where in some cases the Waterfall charts were overlapped with other charts.
  • Fixed an issue with grand total being hidden when the title was disabled.
  • Added a new settings that allows you to only show the gridlines on subtotals. The setting can be found under Chart Settings -> Major gridlines.
  • New user interface for changing the chart's title. You can now change the title directly on the visual (click on the ▼ dropdown icon on the title and simply edit it).
  • Added an option to allow the title to wrap if it is too long. The setting can be found under Title -> Word wrap.
  • Improved the truncating of categories in table layouts. In some cases the categories were getting prematurely truncated. Now we only start to truncate the categories when we run out of space for the values.
  • Improved the performance of the visual when displaying larger amounts of data.
  • Fixed an issue with overlapping elements. This issue occurred when with a hierarchical chart and when some categories were blank.
  • Added a feature to automatically enlarge/zoom the font size in Focus mode to improve the readability in focus mode. By default, the zoom factor is 150%, but you can customize the zoom factor for each visual in the settings (under Interaction > Zoom in focus mode (%)). While in focus mode, press CTRL+mouse wheel to increase/decrease the zoom while presenting.
  • Improved the header positioning in many layouts.
  • Improved the width of the categories in table layouts. In some cases the values in the tables were displayed on the right side, far away from the categories. In cases like these the values are now displayed close to the categories.
  • Changed the calculation of relative variances which now also calculates the relative variance if one of the compared values is negative while the other one is positive.
  • Fixed an issue with suppressing values.
  • Added sorting indicator in the header's tooltip.
  • Added support for up to 3 additional measures displayed as additional columns in the visual. This is perfect for adding:
    • Common size measures such as "% of Revenue" to your Income statements
    • Additional measures, e.g. Gross margin in % to your Sales vs. Budget reports
    • Custom-calculated variances, e.g. FX-corrected variances (in addition to regular variances calculated by Zebra BI PowerTable)
      Additional columns work in all the layouts (chart layouts, tables, cross-tables, hierarchical matrices)! Just add your custom measures to the Values bucket as an additional data field. You can add up to 3 custom measures (all together 4 data fields in the Values bucket are allowed).
  • Added support for cross visual filtering (press CTRL+click on several visuals to filter by multiple criteria).
  • Added an option to display negative values in parentheses (check out Data labels > Negative values format)
  • New user interface that makes it much easier to sort and rename the columns. You can now rename any column directly on the visual (click on the ▼ dropdown icon in the chart header and simply edit the name). Changing the chart type for each column is also improved, click on the dropdown icon to choose the chart for the column).
  • Fixed an issue with filtering. In some cases the visual would display an old value even when filter was applied.
  • Fixed a problem with highlighting.
  • Fixed a problem with the landing page scrolling out of view.
  • Fixed a problem with missing headers when showing multiple waterfall charts.
  • Fixed an issue in iOS App where the visual has been cut due to wrong sizing in Microsoft CV API.
  • Add support for different table layouts. Support was added for all existing layouts, so you can now show all the same KPIs as with the charts.
  • Fix a problem with background transparency setting not being correctly applied on overlapped charts.
  • Fix a problem with right clicking on the expand / collapse arrows in hierarchies. The expand / collapse menu was hidden behind the Power BI's context menu.
  • Fix an error that sometimes occurred when right clicking on the visual in Power BI Desktop.
  • Improve the display of gridlines when grand total is shown.
  • Fixed a bug where the visuals did not use up all the available space.
  • Improved rendering of table headers for certain font types and sizes
  • Improved display of relative variance labels in matrix charts
  • Fixed a bug with sorting by column in P&L tables
  • Added the option to sort tables and matrix charts by individual columns
  • Improved tooltips in cross-tables and matrix charts - the title now combines row & column names, separated by a forward slash
  • Improved formatting of column headers in table layouts where multiple fields are put to column (hierarchy in columns)
  • Improved highlighting when a cell is selected in a table (respective row and column header are emphasized)
  • Added option to highlight and filter the whole row by clicking on the row header (label)
  • Fixed the rendering of grand totals in integrated variance chart
  • Fixed the rendering of matrix charts if one or more groups are blank/null
  • Added an option to mark a row as 'Result' (right-click on the category name) in Absolute variance and Relative variance chart layouts
  • Fixed a bug in P&L cross-tables that resulted in empty cells
  • Made matrix charts a default layout (the 'Chart settings > Groups in columns' is true by default for variance charts)
  • Added a setting to select a custom color of major gridlines (not both major and minor gridlines can be customized)
  • Added support for bookmarking a selected expanded/collapsed state of the visual (e.g. expand a particular group of rows in the table and then add a bookmark to activate this state with a button)
  • Improved rendering of column header gridlines in Table layout for certain font types and sizes
  • Fixed highlighting when visuals contain empty/null categories
  • Added the first support for cross-tables! A new layout called Tables is added to the Layout combo under Chart settings. The fields placed into the Group placeholder will be displayed as columns in a cross-table. If you place two fields into the Group placeholder, a hierarchy of columns will be rendered!
  • Added support for rendering Integrated charts as columns in a matrix. If you place a field into the Group placeholder and select the Integrated variance chart Layout, a matrix of integrated variance charts with several columns will be rendered. A new setting called Groups in columns allows you to display the groups as columns or place them in rows.
  • Fixed an issue when filtering charts with no data (empty datasets).
  • Improved the design of the expand/collapse arrow on dark backgrounds (white fill removed)
  • Changed the license information text on the landing/home page for subscriber licenses
  • Fixed a bug in waterfall calculation in hierarchical tables.
  • Fixed a sorting bug in hierarchical tables.
  • Fixed a problem with Forecast and Plan fields being swapped when Actual field was not used.
  • Fixed a problem with inverting a subtotal row in a multilevel hierarchy when the child item is suppressed/not displayed.
  • Drill-through supported!
  • Added 'Show Data' context menu (right-click on a chart element)
  • Added an information page when the visual is added to report for the first time
  • Added support for Power BI themes. Color picker (in Design settings and in all font color settings) now works with custom PBI themes/styles

NOTE: This version uses Microsoft Custom Visuals API 2.3, which requires minimum November Update of PBI Desktop and January Update of PBI for Report Server.

  • Improve P&L calculation when we have more than two levels in our hierarchy.
  • Fix a problem where relative labels were cut off in certain cases on Responsive chart layout.
  • Fix a problem with overlapping relative headers, when no relative values were present.
  • Fix a problem with P&L calculation.
  • Fix a percentage format display for the second absolute comparison.
  • Added support for titles in local languages based on the current language setting in Power BI (9 local languages supported).
  • Added support for report level tooltips on hierarchical subtotals
  • Further improvements in designing ragged hierarchies (truncated rows do not display expand/collapse arrows)
  • Fixed the display of titles when the Segoe UI bold font is selected.
  • Improved rendering of scenario indicators in tables (optimized display for different font types and sizes)
  • Added support for ragged (unbalanced) hierarchies with an unlimited number of levels!!!
  • Added support for more calculation scenarios on hierarchies (subtotals such as COGS)
  • Added support for calculations across ragged hierarchies
  • Improved logic of rendering grand totals on vertical waterfall charts
  • If grand totals are added then 'Freeze grand total' is On by default
  • Fixed an issue with reordering columns if multiple value fields were added and columns were reordered in between
  • Removed an extra zero column in hierarchical tables with only one value field (no comparison, just actuals)
  • Fixed a bug where right-click expand/collapse was working in view mode, even if disabled in interaction settings
  • Fixed alignment of the relative variance label in the grand total row
  • Added the option to change the order of columns by simply dragging the column headers with the mouse. This allows the users to fully customize the way their reports are displayed.
  • Improved many of the chart layouts to make them even more responsive.
  • Relative tables and relative table headers are now shown in italic.
  • Fixed the display of values in tooltip issues when % measures are used on the visual
  • Added support for report page tooltips
  • Added support for report page tooltips on small multiples
  • Merge tooltip settings
  • Fixed label formatting
  • Upgrade CV API to 1.13.0
  • Added the option to freeze (fix) column headers when scrolling
  • Added the option to freeze (fix) the title when scrolling
  • Added the option to freeze (fix) the grand total row at the bottom of the visual
  • Added the Actual/Relative chart layout
  • Added the option to set gridline density in hierarchical view (applied to the last level in the hierarchy)
  • Improved the highlighting/filtering experience in hierarchical tables
  • Improved the 'Auto' algorithm for truncating long category labels in hierarchical tables
  • Improved the UI for setting decimals, percentage decimals and gridline density
  • Fixed a bug when highlighting/filtering parent rows that have one child element with exactly the same name
  • Add grand total calculation on Absolute and Relative layouts.
  • Fix category width calculation on multi level hierarchies for the Full width category option.
  • Improve the triangle appearance when using a second reference scenario.
  • Added support for multi-level expand/collapse in hierarchical views
  • Added support for native "Sort by column" settings (ellipsis menu on the top-right of the visual)
  • Increased the row count to the maximum allowed limit (30.ooo rows)
  • Speed optimizations for rendering high volumes of data
  • Added setting to disable expand/collapse in view mode under Interaction settings
  • Added Expand entire field and Collapse entire field to the right click menu on row headers
  • Added extensive support to control row height (automatic, font-sized, fixed height, stretch)
  • Made gridlines responsive to hierarchy level and expand/collapse state
  • Made gridlines lighter
  • Added a setting to set the background transparency on data labels displayed over overlapped columns
  • Moved the settings for renaming column headers into a separate setting group
  • New feature to control which interaction is available in view mode
  • Added Interaction settings
  • Fixed the issue with cutting the bars in integrated variance chart with relative labels
  • Consolidated chart layout settings between both visuals
  • Consolidated chart layout settings
  • Upgraded licensing options
  • Fix font rendering issues in category labels for Segoe bold
  • Added a separate setting for percentage decimals
  • Improved order of settings
  • Added support for report page tooltips
  • Added support for report page tooltips on small multiples
  • Merge tooltip settings
  • Fixed label formatting
  • Upgrade CV API to 1.13.0
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