Skip to main content

Latest changes

April 11, 2024

New features

  • 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.

Improvements

  • Data Explorer: When browsing the Data Explorer for a single company or entity, it is now possible to add a company or entity for comparison.
  • KPI Analyzer: Added support for copying a KPI mapping.
  • KPI Analyzer: Added support for deleting prediction models from the KPI Analyzer models page.

Bug fixes

  • Charts: Respect signal/signal group visibility toggle for pie, bar and column charts.
  • Dashboard: Removed some unnecssary refreshing and refetching of data for tables.

March 21, 2024

New features

  • 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.

Improvements

  • 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.

Bug fixes

  • KPI picker: Fixed an issue where some KPIs were shown with duplicate entries.

March 7, 2024

New features

  • Entity overview: We have added an overview page for all types of entities, with links to data explorer and connected drill-downs.

Improvements

  • Company page: The company page header now includes a market data summary for the company.s
  • Data Explorer: The data explorer can now be accessed in the scope of a single entity.
  • Drill-down pages: The drill-down pages have got a face lift with the same design as the company and entity overview pages.
  • KPI Analyzer: Show an error in input’s row in the model composition widget if a mapping has been excluded from a custom model.
  • KPI Analyzer: The probability widget now uses MAPE for non-ratio KPIs.
  • KPI Analyzer: It is not possible to click on mappings/models columns to navigate to the mapping/model views.
  • KPI Analyzer: The date of the last data point is now displayed in the mappings view.
  • KPI Analyzer: It is now possible to select companies as proxy entities.
  • Library: It is now possible to star your favourite charts.
  • Menu: Show recent updated models and strategies in the Modelling and Stragies menus, respectively.

Bug fixes

  • 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.

February 27, 2024

Python SDK

February 22, 2024

New features

  • KPI Analyzer: We have added a chart to show the probability distribution for consensus and predictions.

Improvements

  • KPI Analyzer: Forecasted data series are now linked with actual data series in charts, and show up only once in the legend.
  • KPI Analyzer: Simplified chart legends by hiding the company name.
  • KPI Mapper: It is now possible to select a set of company-specific mappings and delete them in bulk.
  • KPI Mapper: Company-specific mappings that are read-only (e.g. those from vendors) can be inspected.
  • Data Explorer: Show only entity types that are owned by the company, in the company-centric Data Explorer.
  • Company search: Reduced flashing / jumping while searching.

Bug fixes

  • 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.

February 19, 2024

Improvements

  • Import jobs: It is now possible view the log of a stage while it is running.

February 8, 2024

New features

  • KPI Analyzer: Support setting custom model weights.
  • Import jobs: It is now possible to set one or more email addresses to receive alerts about failed import job runs. See the user guide for details.

Improvements

  • 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.

Bug fixes

  • 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.

January 31, 2024

Bug fixes

  • Modeller: Fixed an issue where setting "Use auto-regressive features" to "Auto" would fail for small models.

January 30, 2024

New features

  • Data explorer: It is now possible to explore all data sets for a single company from the company page.

Enhancements

  • KPI Analyzer: It is now possible to see both model predictions and the underlying data trends in the same view for selected KPIs.

Bug fixes

  • KPI Analyzer: Fixed an issue when absolute predictions were displayed instead of QoQ/YoY trends.

January 25, 2024

New features

  • Charts: Display the currency codes of time series.
  • Import Jobs: It is now possible to import currency codes as time series metadata. See the user guide for details.

Enhancements

  • Generic: The application has got a new and improved navigation header, including type to search and use keyboard navigation.
  • Dashboards: Improved the formatting of printing to PDF using the browser's printing capability.
  • KPI Analyzer: General availability (no longer a beta feature).
  • KPI Analyzer: Display all input KPI mappings for custom models, including those with 0 weight.
  • KPI Mapper: New overview page for KPI mapping collections.
  • KPI Mapper: Improved the UI for mapping KPIs for a single company.
  • KPI Mapper: Display details of any errors or warnings that are reported for mapping groups.
  • Import jobs: Added confirmation prompt before deleting a stage configuration.

Bug fixes

  • Dashboards: Fixed an issue where a table would reload unnecessary when selecting an entity.