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

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

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

Can we get more scheduling abilities to schedule the dashboards based on working days like 2nd working day to 8 working day and nth week of every month. ... View more

I have an issue with no option provided to a user to go back to original filter value (when no filter value was selected), other than removing the filter. That action is not desired, since I wish all pre-defined report filters to stay on top of the report and avoid user searching for relevant filter to restore it back from the main filter section (when clicking on "filters" button on the top). A good example, when pre-defined filter provides user with an option to define reference period where default date period is not defined. After particular date period is selected by a user, there is no other option to refer back to original state ang ignore specific time period selected, other than removing the filter, so it disappears from the screen. Would be great to have a default option of ignoring filter, without removing it from dashboard view.  ... View more

We re in the process of cloud migration and we request incorta to provide us the capability to request start/stop of cloud services. This primarily helps is scheduling the restart of services before the nightly batch cycle starts as there seems to be a lag on when new columns/joins are added in the memory. Also, this will eliminate an slowness in the system that happens randomly. In the on-prem, we have created and scheduled scripts that help us in restarting the services everyday before the batch cycle starts.  ... View more

Hi Team,  I've identified a major drawback in the cloud system: there is no option for users to download local files. Please add a feature that allows users to download files. Local systems have that option but Cloud doesn't. Thanks,  Siva. ... View more

When a schedule email is being sent to our associates and they try to open it from their phones, the link doesn't open the report in the mobile app. Is there a way to determine if you are using a phone with the mobile app that the link defaults to open using that first.  ... View more

It would be great if there was a way to add color to a chart to based on other data. For example below we have a chart that displays the steps in a color so that you can see it quickly.      ... 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

It appears when you send an email with a xlsx attachment there is not a link in the body to the dashboard as there is for .pdf. If the link is not there the color of the words should not be blue. It makes individuals think it is a link.  I think there should always be a link back to the dashboards to encourage the use of Incorta.  ... View more

It would be an asset to have some control over the customization within Incorta.  First the it would be great to customize the emails being sent. We would like to set up a header and footer as a template and then configure the message to make it look more professional. Currently when we send an email it has:  It doesn't indicate the recipient's name and the format is not correct.  2nd the layout of the dashboard. I know that we have control over formatting the insight, but what about the page. I started to add a rich text insight at the top of our dashboard to include the logo and purpose of the report. Not sure if I will keep it there or more it onto a separate tab. This way when someone gets the .pdf version of the report it will display the logo, purpose and date at the top.    ... View more

It would be great to copy a scheduled email so that if you have a list of individuals that needs to get the report you would not have to select all the recipients again.  ... View more

Incorta should incorporate the feature that shows which users are in the same schema, dashboard, etc. in ALL Incorta environments. This may prevent a user from overwriting someone else changes or both users losing their own changes simultaneously. Currently there's no way to know who is currently in the same part of DEV/UAT without them saving the change and the timestamp being updated. If multiple users are present in the same area, a prompt or obvious notification needs to be displayed. I've attached an example from Excel inside of Teams that shows the users initials at the top right of the screen. A more obvious prompt would be needed to warn all users who are in the same area. ... View more

The names and labels for columns that are generated in the analyzer for business schemas can only be edited within the analyzer itself but the functionality for doing so is quite limited.  It seems like it'd be much easier to just allow edits to those columns the same as it is in all other business schema views.  ... View more

To improve the functionality of dashboards, it would be highly beneficial to enable filters at the tab level, similar to the existing dashboard filtering capabilities. This feature would be particularly useful for scenarios where all insights on a specific tab require the same filters. Currently, filters applied at the dashboard level affect all tabs, which can lead to unintended consequences on other tabs. By allowing filters to be set at the tab level, developers can more effectively manage insights that are centered around a common theme without impacting other tabs. ... View more

It would be really beneficial to have the ability to copy formulas within an insight. There are times when you need to create a formula to sum columns (sum column1 + sum column2). Then you may need to be able to take that sum and divide it by another. To do this you would need to copy the 1st formula into another formula (sum column1 + sum column2 / sum(column3)).  ... View more

Column headers can be dynamic - for example, consider that there is a presentation variable called value_type with values amount and quantity. A measure name can be formatted as "Gross $$value_type". Then, depending on the user selection of the presentation variable, the measure header will be "Gross amount" or "Gross quantity". This does not work if one of the presentation values was "$", this is because Incorta does not understand the difference between  $$ - presentation variable identifier $ - the symbol which is an actual value This is usually handled using an escape character in a programming language. Enable similar functionality in Incorta. ... View more

There is an option to format a measure such as "round", "dollar", etc. There should be a functionality to do so conditionally based on user selection or via a Presentation Variable.  An example use - The dashboard has a table with a measure A. This measure can be either Amount ($ formatting), or Quantity (Round formatting).  The above use case can be solved by having a presentation variable with two values (Amount, and Quantity), and a formula column as a measure that selects either the Amount column or the Quantity column from source data depending on user selection of the presentation variable.  Today, however, no matter what the user selection is, the formula column measure can have one static formatting applied. There should be a functionality to make this dynamic as well.  ... View more