KPI Analyzer: Added support for starring KPI mappings, in order to mark which KPIs you care most about,
and a filter to view only starred KPI mappings. Starred mappings are sorted first in the KPI Analyzer.
KPI Analyzer: In the multi-company KPI Analyzer, added support for sorting and filtering KPIs by report
date, prediction delta vs consensus, estimated error, and estimated hit rate. Also added filtering
for only FactSet / Visible Alpha KPIs, or for specific KPIs.
KPI Analyzer: For each company-KPI, we now designate a primary model. By default, this will be your
first custom model (in alphabetical order). You may change the primary model by selecting it from the
dropdown next to the KPI in the KPI Analyzer monitoring view. The primary model is always used for
sorting and filtering in the KPI Analyzer.
KPI Analyzer: It is now possible to delete company-specific KPI mappings from the KPI Analyzer Mappings
view.
KPI Analyzer: Display consensus estimated error, calculated on a like-for-like basis as each model.
KPI Analyzer: If an error occured while processing a KPI mapping, the error message is now available in
the Mappings view as a tooltip in the "Final error" column.
Charts: Format tooltip with %/% pt/bps if the corresponding y-axis is formatted with these units.
KPI Analyzer: We have added a multi-company page where it is possible to select multiple companies that you
want to see KPI mappings and predictions for. From the main menu, click on "KPIs" -> "KPI Analyzer".
KPI Analyzer: We have added support for plotting how prediction errors change over time through a quarter,
as data for the quarter is incrementally available. This is based on point-in-time backtesting.
Charts: New seasonality chart type to better visualize year-over-year changes in highly seasonal data.
Dashboards: We have made a new and simpler way to create and configure tables. It is now also possible to customize
the number formatting (decimal places, units, suffixes) and tooltips of columns in the table.
KPI Analyzer: New estimated error and hit rate metrics are now available for each Auto & custom model, based on
point-in-time backtesting. The previous error and hit rate metrics are still available but referred to as the "final"
error and hit rate, as they are based on having all data available for each historical period.
KPI Analyzer: In the models view, for each Auto & custom model, it is now possible to see details such as the user who
created the model, when it was created, and when the predictions were last run.
KPI Analyzer: It is now possible to request a re-run of the Auto model. This may be useful to refresh the historical
backtest error & hit rates, if many additional KPI mappings have been made. However, re-running the Auto model will
reset the point-in-time model revision history; this is as if the Auto model was deleted and run from scratch.
KPI Analyzer: It is now possible to view consensus revisions for FactSet KPI estimates.
KPI Analyzer: Various small UI improvements.
KPI Mapper: The default resampling method is changed to sum.
Entities: When clicking on an entity in the app, we now display its entity type alongside its name.
KPI Analyzer: Fixed an issue where the model closes when creating a new model, the user misses the checkbox and clicks
the grey area around it instead.
KPI Analyzer: Fixed an issue where clicking on an entity chip in the popover toggles the selection of that row.
Drill-downs: Fixed an issue where the chart legend would show the resource name (rather than display name) of
companies or entities, when adding a company or entity for comparison.
Prediction models: Fixed UI display bugs when opening models built in the KPI Analyzer.
Dashboards: Clicking the company / entity cell in tables now selects it. Links to a related drill-down now appear in
a floating menu when you mouseover the company / entity.
KPI Analyzer: Clicking the KPI or KPI mapping in tables now selects it.
KPI Analyzer: Data charts now use separate Y-axes if signals would be on different scales.
Charts: Exclude partial periods when aggregating data in quick transforms.
KPI Analyzer: Fixed an edge case where results were not shown when a company reports semi-annually but all KPI
mappings & models are on quarterly KPIs.
KPI Analyzer: Fixed an issue in the edit KPI mapping form where pressing Enter did not save the changes.
KPI Mapper: Fixed an issue when viewing a company-specific KPI mapping reset the company filter.
Alpha tester: Fixed a rounding issue with presenting bps in the UI.