Excel4apps Wands 5.7 Release Notes Excel4apps Inc.

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1 Excel4apps Wands 5.7 Release Notes 2014 Excel4apps Inc.

2 Table of Contents 1 Introduction Version GL Wand Budget Wand Reports Wand... 6 Page 2 of 7

3 1 Introduction Set out below is a summary of the enhancements and bug fixes in this and other recent releases of the Excel4apps Wands for Oracle. 2 Version GL Wand Feature Description Benefit Site license Double Click processing Excel4apps Wands users report Excel 2007 support Drill to Full Journal Errors while upgrading to a new release Option to specify location of Excel4apps files The visual appearance of the site license type has been modified on the user permissions dialog. Improved the double click processing so that, if the double click was not for GL Wand, it will not affect double click processing in Excel itself or other Excel add-ins. The dialog where Excel4apps Wands users are maintained has been enhanced to display the Oracle user full name, HR organization and (if this information is configured in Oracle) and allows an export of this data to Excel. Added a check to ensure that, if the PC is running Excel 2007 that it is at least at SP1. Included the application of segment security rules when drilling to a full journal. Under certain conditions a message may be displayed indicating that the Excel4apps files cannot be upgraded as they are in use. This process has been modified to reduce the likelihood of this occurring and to guide the user through the correct procedure to follow if it does occur. When a users' PC is configured to store their personal files on a remote file server a connection error will occur during the launch of Excel4apps Wands version 5. A new option has been added to the application to allow the system Clearer indication of which products are licensed on a site basis versus those that do not have a license key implication like the All Sets Of Books permission. Double click process allows other Excel processes or Add-Ins to correctly process the double click if it was not processed by and GL Wand drilldown or list of values. Easier to locate the Oracle users to assign permissions and can also filter on these new fields. Report can be exported to Excel for further manipulation and reporting. Ensure that the PC has the required prerequisite software. Extra security on the full journal report Improve the process of upgrading to a new release. Solves the issue with PC configurations where the users' personal files are configured to be stored on a remote file server. Page 3 of 7

4 administrator to specify a specific folder on the PC where the files should be stored. Oracle 12.2 compatibility Calculation shortcut keys Descriptive Flexfields Session timeout Launch Excel View Transaction Large number of Oracle users Hide zeros RDM Hide Zeros FSG import Dates returned to Excel Various changes have been made to ensure compatibility with the new technology components of Oracle The installation process has also been updated. Added back the Ctrl Alt <key> process to trigger a calculation. The descriptive flexfield function was not built to handle DFF values stored as a currency amount. Support for this has been added. We now allow the user to re-logon to the session when it expires. When the Excel4apps Wands are launched, it will attempt to launch Excel automatically if it is not already running. When drilling down to the Sub Ledger SLA report in Oracle R12, you can now drill from the sub ledger row to the actual transaction in Oracle. The Oracle Forms will be launched and the transaction will be queried. When the Oracle users table contains a large number of records the process to launch Excel4apps Wands options screen can get stuck and take very long. This has been modified to limit the records returned if the volume of Oracle users is above records. Corrected a problem where the hide zeros would not always hide a row when certain Excel formatting was applied. If the source GL Wand report includes cells that have the locked property set and some that don't and both are included in a hide zeros range and error would occur. This has been corrected. Solved an issue with the FSG import where the rowset description contains special Excel characters like =. Corrected an issue with dates that are returned to Excel which were incorrect in some configurations. Support new Oracle release. Users requested to have it back. You can now report on Segment Value DFF values that are stored as a currency amount. No longer requires that the user quit GL Wand, logon again in Oracle and then launch GL Wand again. They can simply log on again while keeping GL Wand active. A smoother launch process if Excel is not already running. Extremely efficient process to drill back to the complete transaction in Oracle to view all the fields and related records for that transaction. Page 4 of 7

5 In certain situations, if you drill on a specific Get Balance cell, the drilldown Drilldown with would fire on other cells that are dependent cells dependent on the initial cell that you drilled on. This has been corrected. Explode with named ranges Sub Ledger SLA drilldown Get Balance multiply for rounding Get Balance using exclude DFF criteria Analyze Balances Drilldown Custom General Ledger application Default segment values Error during calculation Errors during RDM RDM RDM Multiple hide zeros RDM processing RDM wild card criteria With a specific configuration of Excel named ranges in a workbook, Excel will repeatedly display a warning message when performing an explode. This message has been suppressed. Corrected a problem with the dummy lines for unsupported drilldowns in the Sub Ledger SLA drilldown. An issue was discovered with the multiply / rounding functionality of the Get Balance function which would return an error message in the cell under certain circumstances. This has been corrected. A problem was found when using the DFF criteria in a Get Balance, specifically if the DFF criteria were to be "Excluded". This was corrected. Corrected a problem with the template which displayed the incorrect segment headings and dates. Corrected an issue which caused the responsibilities to default the set of books / ledger incorrectly if the Oracle configuration includes a custom General Ledger application. Fixed an issue with default segment values which would display the default SQL if it was set for a segment. A problem was discovered which would result in a nullpointerexception message during a calculation under certain conditions. This has been corrected. A problem has been found when running RDM reports which cause the process to error under certain conditions. This error has been corrected. Corrected a number of issues that could occur when processing an RDM template. Corrected a problem with the syntax of hiding zeros in multiple ranges to work the same as GL Wand 4. Corrected a problem where some cells in a GL Wand report were left as "Pending" when produced using RDM. If security is enabled for a segment and you select to report on all values using the % wild card in an RDM template and error Page 5 of 7

6 would occur. This problem has been corrected. Responsibility selection Solved a problem with selecting responsibilities in certain Java configurations. The option to click "OK" would sometimes remain disabled after Segment values with invalid from and to criteria Upgrade workbook making a valid selection. Corrected an error that could occur when the From value in the segment criteria is greater than the To value. Corrected an error that could occur under certain circumstances when the process to upgrade a GL Wand 4 workbook is cancelled. 2.2 Budget Wand Feature Description Benefit Budget journal import A group Id is now set on the budget journal import lines to ensure that one users' journal import execution will not import another users' journal lines. Budget load improvements Budget Wand create account combinations Improved some of the budget load processes to better handle large volumes. A problem was found with the process that creates account combinations. This has been corrected. Control which budget journal lines are imported for a user. 2.3 Reports Wand Feature Description Benefit Reports Wand 5 New IS NULL operator on Reports Wand filters Pipe ( ) character in Reports Wand SQL Reports Wand query synonyms and binding New filter operator This product is now available in the version 5 architecture. You can now use the special "IS NULL" and "IS NOT NULL" operators to filter Reports Wand report data. The pipe character used to be a reserved character and could not be used in a Reports Wand SQL statement. This limitation has been removed. The support for synonyms in Reports Wand SQL has been improved to make it more robust and the parameters are now implemented as bind variables where possible. A new filter operator has been added which allows the construction on an "IN" list of criteria and, where applicable, ranges, wildcards and exclude criteria. Version 5 is now a complete suite including all the applications and Reports Wand is greatly improved over the previous release. Added functionality on the Reports Wand filters. Better support for Reports Wand SQL. Improved SQL execution and support for synonyms. Improves the flexibility of the filters to allow ranges, lists, and wildcards as well as exclude criteria. Page 6 of 7

7 Edit report layout when it is created Refresh multiple Reports Wand sheets List of values sorting Create Run Report Wizard Reports Wand field synonyms Advanced Filter Reports Wand list of values Reports Wand report Id validation Reports Wand reports date format You can now edit the Reports Wand report layout while you create the report from a definition. The final layout, with your edits, will then be created in Excel. You are now able to refresh all the Reports Wand sheets in the current workbook with one click. It is now possible to sort and filter on the parameter and filter lists of values. A new wizard helps you to create or edit a Reports Wand Run Report function. Certain reserved words were not allowed as Reports Wand field synonyms. This restriction has been removed. Corrected an issue with the filters which could occur with a specific sequence of filter values which resulted in a SQL Error "ORA-00907: Missing right parenthesis". For certain value sets the list of values was not displaying correctly. Added additional validation to prevent the user from creating a report short name that contains spaces as this is invalid. In certain circumstances the Reports Wand reports where not displaying the time component of a date time field. This has been corrected. No need to first create the report in Excel with all the default columns. You can select only the items you wish to present. Simpler process for refreshing a multiworksheet Reports Wand report. Simplifies the process of find the value you are after and improves the overall user experience. The wizard makes the process of creating the function much simpler as there are many parameters in the function and many options to choose from which can become confusing. Page 7 of 7

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