Symphony 24.4 Enhancements
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This topic provides details about the enhancements in Composer 24.4.
Self Service Reports
Generate and manage reports using Symphony's new self-service reporting capability inside the Visual Data Discovery module. Create customized reports using a table visual, adding a report header and footer as needed.
Additionally, you can apply filtering, conditional formatting, and grouping to your data. Apply aggregate functions on different fields to produce the report you need. Export easily as a PDF, including all of your customizations.
The Library Work Area
The library is now home to both dashboards and self service reports. Select the Library option from the main menu, then the Reports tab in the library, or navigate to your reports directly by selecting the Reports Library option from the main Visual Data Discovery work area.
Use the Reports work area to manage your reports. Sort, search, delete, and create new reports as needed.
Create a self service report
Create a report from any available data source, and apply any filtering, grouping, or conditional formatting as needed. Add a header and footer to provide information and context as needed. After you create a report, you can favorite it, save a copy of it, and easily export it (up to 15 columns of data) as a PDF.
Navigate to the Reports work area in the Visual Data Discovery module.
Select Create Report. A blank Untitled report work area opens.
Use the Select source option to pick a source to include in this report.
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Select an available source from the options provided in the Select a Source modal. After selection, a Select Columns modal opens.
Note: Only sources with data that can be presented in a table are shown. Select one or more columns from your data source to build your report. Scroll through the options or use the Search feature to find specific fields.
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When you have picked all of the columns you wish to include in the report, then select Create Report. Symphony generates your report and displays the report data in a widget in the Untitled report work area.
Note: The maximum number of columns you can include in a report is fifteen. Name and save your report when you're ready, updating the name, adding a description, and assigning tags as needed.
Define a header and footer to your report
Note: By default, the report header and footer are enabled for all reports. Select the Report Header & Footer icon in the reports icon bar to toggle the header and footer sections on and off.
Select edit icon in the header or footer area of the report to make changes to it. The selected section expands and opens for editing.
Enter the header or footer text you'd like to include, then select the edit icon again to save your changes. The section shrinks and your changes are visible in the report work area.
By default, the current date is included in the footer work area, and you can optionally add trademark text, copyright information, or other static information alongside the date.
When you are satisfied with your edits, Save your changes.
Export your report
After you create and save your report, you can access and select the export icon.
Select the export icon. A preview window displaying the first few rows of entries in your report opens.
If you like the look of your report, select Export PDF to download the report. Select Cancel to go back and make further changes to your report.
For more information, see Manage Self Service Reports and Create Self Service Reports.
Windows Support
You can now install an instance of Symphony in your Windows environment. Supported versions include Windows 10, Windows 11, Windows Server 2016, 2019, and 2022.
See Install Symphony - Windows.
Improved Hierarchical Filter Management
We've improved your experience and expanded the capabilities of hierarchical filters, making data sets of all sizes more easily navigable.
Use the expand and collapse icons to more readily find parent and child nodes.
Select and deselect items and nodes easily.
The new Expand All option allows you to expand and collapse the entire data set quickly to make or review changes.
Updated Data Connector Support
Several new data connectors are available or have been updated to allow your users to connect to a wider range of sources.
Amazon Simple Storage Service Connector (S3) now supports the S3A protocol.
You can now add the IBM DB2 Connector in your Visual Data Discovery module.
We have added support for the Business Central Connector.
Expanded Accessibility
We have updated our accessibility support for content viewed in full screen mode or embedded in your own application. These updates include features such as keyboard support, accessible names for more non-text content, and use of aria-label.
For more information, see Accessibility.
Playground Updates
Symphony Developer Playground is a hosted, embedded Playground environment that allows you to explore a space dedicated to our low-code, rapid development tools crafted for software teams. Dive into white-labeling options, grab functional code samples, and discover straightforward embedding features. Start effortlessly creating interactive analytics embeddable content that suits your brand and business needs.
Table Visual Updates
Define the columns you want to include in a table visual when you create the visual. After you’ve selected your source and the table visual type, select to include one or more columns quickly and easily. Select Create Visual to generate your visual. If you select no columns, all columns are included by default.
See Tables.
Export Dates in ISO 8601 Format
You now have the option to export and share dates as an ISO 8601 date in XLSX format. This preserves any formatting you’ve applied to your data while allowing Excel users to recognize and manipulate the exported dates as dates in Excel.
See Export Raw Data in CSV or XLSX Format and Schedule a Dashboard Report.
Data Preparation and Analysis
In Managed Dashboards and Reports, add placeholders to SQL Select expressions that can be set via parameters.
You can now use Array type columns from PostgreSQL or Vertica in an SQL Select configuration for filtering purposes.
Design and View
You can now create content in Managed Dashboards and Reports that meets accessibility standards more easily by adding and associated accessible names and taking advantage of various improvements to built-in filters and components.
Password-protect your exported PDFs from Managed Dashboards and Reports, and optionally require this password protection when exporting.
API / Branding / Integration
When logging on using .NET or REST with administrator credentials and setting EffectiveAccountName/EffectiveCredentials, optionally also apply CustomAttributes or set AccountProperties to create or update an account.
Access data cube storage run time details by calling GET /DataCube/StorageInfo/ to get StorageInfoData or getStorageInfo in JavaScript to get StorageInfo.
Scheduled Reports Frequency
A new frequency option for sending scheduled dashboard reports in Visual Data Discovery, Days, allows you to schedule a report for generation and sharing on more than one day a week with a few simple selections. Create a new schedule or edit an existing schedule to meet your needs.
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