KPI Analyzer: New settings design with separate Global and Screen-specific sections for better organization of KPI Analyzer and Screener configuration.
KPI Analyzer: Simplified model sources popover with data category information, removed unnecessary nested popovers.
KPI Analyzer: Sources and weights popover now displays immediately while data category loads in the background.
KPI Mapper: Results page now uses the same modern UI and API endpoints as Data Catalog with improved coverage and predictive power summaries.
KPI Screener: Deleted watchlists are now clearly indicated and automatically excluded from evaluation.
KPI Screener: Screens now properly refresh when watchlists are updated.
Plotter: Charts automatically update when referenced watchlists are deleted.
Dashboards: Optimized widget rendering for dashboards with many charts.
Watchlists: Confirmation dialog now appears when clicking outside after editing watchlist titles.
Data Catalog: Removed irrelevant "KPI Overlapping" filter option when viewing single datasets.
KPI Analyzer: The KPI hierarchy models now support changing hierarchy equations over time. This is necessary to handle M&A
situations at companies, or changes in segment reporting. Currently, hierarchies remain curated internally by Exabel.
KPI Analyzer: New spread model type. This is analogous to the ratio model, but instead of modeling the ratio between the KPI and
the data, we model the difference (spread) between the KPI and the data. For more information, see the
documentation.
Charts: the legend can now be hidden. This is useful on dashboards where the legend may not be necessary for certain charts and can help give more space to the charts.
Data Catalog: Consider active filters when showing the statistics on number of data sets, companies and KPIs.
Data Catalog: Automatically filter for KPI-mapped datasets in the KPI Backtests tab.
Data Catalog: Improved correlation formatting consistency.
Data Catalog: Added explanation for why some data sets show no results in the KPI Backtests tab.
App navigation: Improved search functionality for dashboards, models and portfolio strategies.
Data Catalog: New data set page with improved layout and functionality.
KPI Analyzer: Highlight top KPIs (revenue, gross & operating profit) in hierarchy view.
KPI Analyzer: Added metadata for each input feature (KPI mapping) to the model composition view - describing the data's category, geography, etc.
KPI Analyzer: Revisions and probability distribution charts are now synced to the quarter/period selected in the main table (last/current/next).
KPI Drivers & KPI Heatmap: Renamed "Period to date" label to QTD/HTD for clarity.
KPI Drivers & KPI Heatmap: Made model accuracy and latest date columns sticky for improved visibility in the Monthly and Weekly views. Also extended Monthly and Weekly views to show 2 years of data.
KPI Heatmap: Added option to see primary model features, with feature weights.