Whenever you use a dashboard filter, there is an option to choose a variable.  I think that variable list should be filtered to only variables of the same data type (or equivalent) of the column being filtered.   If you're filtering on double column, for example, it's not useful to show $currentWeekStart as a filter option. ... View more

I absolutely love that you can filter on columns within Incorta by clicking on the data field but this is a feature that is confusing to a lot of casual users.  For one, they always think they should be able to do this by clicking on the column header.  Two, the spot that you have to click within the data field itself does seem to move and not always be aligned with the text for the data. I'd suggest an enhanced UI that brings up several options when clicking on an insight header.  Honestly the default excel behavior would be great but we may not need such extensive "number filter" options.   ... View more

We would like the following features in the LDAP Sync Scripts to manage our multiple tenant clusters. a) Set "tenant" as a parameter in ldap-config.properties  b) Set "destinationfolder" as a parameter in ldap-config.properties c) Use "tenant" and destination folder" parameter values to create the folder, if not exists for storing the output files c) Put tenant and timestamp in the output zip file name current: "directory.zip" proposed: "<tenant>_<timestamp>_directory.zip d) Send "tenant" and "destinationfolder" parameters in the configuration file from the wrapper python script, ex: "sync_directory_with_ldap_abp.sh" to the common python script, ex: "sync_directory_custom.py". e) Common python script "sync_directory_custom.py" should create the output zip file in the destination path folder as provided f) delete the output zip file when sync is finished g) Logs should be stored in the destination path folder for future use h) Currently the credentials are in plain text in the config files. we should store them in CMC for security purposes i) We would like to schedule ldap sync script for each of our tenants in CMC, similar to how we can schedule backup/inspector. j) To do (h, i) , we envision input screens in CMC to manage ldap sync script parameters. ... View more

Our organization would like to explore utilizing Incorta to send dashboards to specified SharePoint Locations as a Data Destination to make Incorta reports more accessible to our organization's business users.   ... View more

Hello, The most important feature that Incorta should focus on is beefing up their printing ability based on exports from dashboards. There is little ability to customize this printing capability at all, especially with pagination of the data. If you have a scroll bar in any of your data in incorta in a dashboard, and you print it, you will not see any data beyond what your computer screen shows at the top of the scroll bar. It will not paginate the data in multiple pages so you can capture all of the data.  It is absolutely mind boggling to me that this is not a feature yet. Or if it exists, I cannot find it. Is it in development? Should be top priority.  ... View more

This one comes up a lot for our users.  There should be a way to add the dashboard as a favorite from within the dashboard itself instead of having to navigate back out of the dashboard and into its parent folder.   ... View more

Running totals are excellent to show cumulative calculations. However, when creating a formula such as sum()/sum(), the running total results in numbers which are incorrect and misleading. Our example is shown below. Here we show the running totals of the numerator (hrs) and the denominator (recordables) right next to the running total of the sum(hrs)/sum(recordables) formula column. For example, the second row numerator should be 860,529 and the denominator should be 5. This should result in the number 172,105 in the formula. However, the formula results in 357,705. To be clear, the only ways to currently get past this are to do cumulative calculations in a materialized view for the numerator and denominator and do the secondary aggregation later on, or to use a results set in which case join functionality in one direction breaks. This is related to ticket # 52297     ... View more

Currently, I don't think it is possible to set the following conditions using Incorta's join filter. SELECT * FROM A inner join B on A.column1 = B.column1  AND B.column2 is not null AND B.column2 <> '' Of course, you can exclude null or blank columns in advance using the where statement of the parent table, but there are cases where you may want to retain this data when looking at the table alone. If you can set this condition using a join filter, you will be able to join with the intended conditions without having to add a separate table or MV, which will be convenient. ... View more

When you apply conditional formatting to a measure, the formula within the conditional formatting is NOT affected by filters applied to that specific measure. However, the conditional formatting formula IS affected by the insight specific filters. This is an inconsistency in the conditional formatting design. The only workaround (other than using the insight specific filter) is to imbed the filter within a re-written formula in the conditional formatting. This is an immense waste of time and leads to more places to manage the same formula. Ticket # reference: 52619 ... View more

The feature Export my Personalized View to excel instead of the Original View is not working in Incorta. This feature is very important to download the data from personalized view. ... View more

Background: Formatting in incorta uses a red strikethrough to indicate "default formatting".  A new feature allows the user to select specific formatting for NULLs (this is great) Improvements Conditional formatting should allow the user to select "default formatting" for the text color (it currently does not have this option) If this "default formatting" is selected within conditional formatting, the NULL formatting should still go into effect. (currently, the NULL formatting only works if there is NO conditional formatting). Another option would be to have the NULL formatting override all conditional formatting.       ... View more

Our client has a requirement to wrap column label content. Currently, I do not see any support for new line character in Column Label. The only way to achieve this to add white spaces within the column name but these white spaces are appearing in the exported content. This feature is really useful when you have longer column labels. Please consider to add this feature in your next release. ... View more

We have users who have set up personalized views to try and make commonly available dashboards more salient to them.  However, when they download insights it does not reflect what is shown on screen.  It'd be great if, when downloading an insight, it reflected only the data that was shown (reflecting personalized views, dynamic measures, dynamic group bys, etc etc). Or have it be a download option. ... View more

Scheduled reports currently allow the user to apply a bookmark on the dashboard that they choose to send. Data notifications do not currently have this capability. Adding this feature would allow us to use data notifications to more easily target specific recipients. ... View more

Hi - we would like to request pivot table have the ability to group by in the rows to present an aggregated /collapsable view. This will benefit anyone trying to create a financial statement look and feel in Incorta. I demoed for Mazen, Mohit, and Joe Miller but happy to demo again! Thanks! ... View more

I am the SuperUser role in our incorta environment, and we use SSO to login. To test presentation variables and row level security, incorta has a very cool configuration that allows SuperUsers to impersonate/login as another user. I use this frequently to test presentation variables to ensure the row level security is working as expected when I set it up. When I login as another user's account, it sends them an email saying that I am logging in as them, and does this every time. Unknowingly, I had sent about 50 emails to a person as I impersonated them multiple times as I tested this.  There should be a toggle on/off setting that controls whether emails get sent out when the SuperUser impersonates somebody. I can understand why it was set up this way, where wanting regular users to know if someone is impersonating them could be useful information. So maybe its not available to turn off that notification for all regular users. But for SuperUsers, in the CMC or somewhere we should be able to turn this email notification off for the login as/impersonate routine.  I see no reason why we need to burden users with unnecessary emails when its the SuperUser, who controls the system anyways.  There already is a setting to turn off "Sharing Dashboard" notifications that get sent via email, so it can't be too difficult to program this in theory. Thank you for your time! Respectfully, David M ... View more

We are asking for the implementation of a lab feature (beta) that is not currently in the product.  There is a need to use presentation variables in a business schema view created with SQL.    It would be very useful to use the presentation variable in SQL to populate fields that otherwise would be impossible to calculate in the dashboard.  We have been working with the product owner through an Incorta Support Request.  Using 'getsysval' completes successfully but is not what we need The same code errors when using 'getpresval'.  It was suggested in the ticket that we post a request here to have the feature implemented.   Here is the documentation that outlines the use: https://docs.incorta.com/cloud/concepts-incorta-sql-view#creating-an-incorta-sql-view     Here is a sample SQL that will run with getsysval but fails with getpresval for the date calculation. select mtl.transaction_date,  date(getsysvar('currentMonthStart', '09/01/2024')), date(getsysvar('currentMonthStart', '08/31/2024')) - INTERVAL '1 days', case when (mtl.transaction_date) < date(getsysvar('currentMonthStart', '09/01/2024'))      then date(getsysvar('currentMonthStart', '08/31/2024')) - INTERVAL '1 days'      else (mtl.transaction_date) end comp_trans_date from sch_MTL_MATERIAL_TRANSACTIONS.tbl_MtlMaterialTransactions mtl where mtl.organization_id=366 and mtl.transaction_id>=281993774   ... View more

As it stands, the only way to adjust the height of insights (and groupings of insights within a dashboard) is to manually drag them.  For those of us who crave rows of information to be consistently sized, this poses some frustrations.  I'd love it if we could set a pixel height and width for each insight manually as part of the appearance screen (or a new sizing screen) when editing the dashboard.  I've suggested using a ruler to ensure consistent sizing but was ridiculed by my peers 😞     ... View more

Right now our options for labeling data points and apply markings is for all measures in a chart.  I'd like to, for example, be able to exclude data labels entirely for linear trends or only show a data label for the first data point for a target line   ... View more