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Versions and change log

This page shows the changes, including new features and bug fixes, in each version of Openbox, starting at v1.9.0. Changes are shown newest first (i.e. the newest version is always at the top).

Version 1.9.80 – Improving Amy

  • Amy can now retrieve the current model for analysis
  • Answers are more specific to requirements
  • Can now add balances to the model
  • Can now add reports
  • Can now export transcript of conversation
  • When ingesting, if a row has no name, use its address as the label
  • Deal with documents that are too large for Amy
  • Allow user to duplicate reports
  • Fix bug with no formula being selected
  • Speed up drag and drop by caching
  • Deal with issue ingesting files with tens of thousands of named ranges
  • Allow user to lay out actuals by subscript
  • When clicking a node, and checking if it was ingested from an Excel file, do this in a background Task 
  • More specific answers
  •  

(version 1.9.79 was only used for internal testing purposes)

Version 1.9.78 – Amy AI Assistant

  • Add code for Amy and ability for enabled users to enter OpenAI code
  • Issues list is now clickable and scrolls KanBan to issue location
  • Fix table input bug with ingestion
  • Ask for total column when ingesting
  • Fix bug where there is circularity but no model checks causing unexpected error

 

Version 1.9.77 – Issues now reported as single list, plus new yWorks licence

  • Issues found during validation are now shown in the validation issues list on the right of the screen, rather than having individual popups
  • new yWorks perpetual licence added
  • Added framework for Amy AI Assistant
  • Don’t scroll workbook when updating preview
  • Add check for case where arrays that are alternatives are only applied to some lines on a report and not all

Version 1.9.75 – Better Report Importing

  • Save user colour choices for import/ export marking
  • Tidy up unit synonym checker
  • Don’t try to save readonly workbooks when ingesting
  • Fix issue with named range table sheet which was preventing updating
  • PPT template handler now faster, only two levels of precedent shown
  • User can turn calculation block titles on or off
  • Allow user to specify maximum grouping/ outline level, which defaults to 2
  • Insert new report lines with unique names, based on headers
  • Fix issue with calculation labels which could be misinterpreted as cell addresses e.g. Q2
  • Fix occasional ‘cannot access Excel’ issues

(version 1.9.74 not used)

Version 1.9.73 – Report lines and bug fixes

  • Check for nulls when removing report actuals
  • When inserting a new report line, insert it above the selected item (if any)
  • When inserting an auto-created precedent, insert it above the selected item to avoid counterflows
  • Fix bug where sub-sections of an input section on a Table basis were not always on the same basis

Version 1.9.72 – Formula Bar

  • Improve Intellisense in Formula Bar
  • Handle workbook closing more gracefully
  • Deal with occasional file corruption with large arrays
  • Add standard basic 3FS and project finance for AI
  • Only toggle #REF cells when tidying up generated model
  • Fix bug in PASTVALUES([x],0) formula
  • Fix unit synonym bug
  • When user clicks on a report line, refresh Focus View if active
  • Don’t show report line tooltips unless user hovers mouse for a full second

Version 1.9.71 – Minor fixes

  • Ignore ‘cannot save Ribbon State’ error
  • Don’t wait more than 10 seconds before closing workbook
  • Don’t ask user about merge conflicts, and just show the new diagram node, when alerts are suppressed

(version 1.9.68-1.9.70 were not used)

Version 1.9.66 – AI and Sum of Above

  • Add AI button (for AI beta users) and associated code
  • If can’t remove @ symbol from formulas when creating a model, do not crash, just continue
  • Only report an issue if a file is in use – rather than an exception
  • Fix sum of above so it now goes to the nearest header
  • When inserting sub totals, only include constants if everything being summed is a constant
  • Try several times to open the XL template, in case it is temporarily locked by OneDrive
  • Warn if there’s a formula issue when parsing
  • Make sure the ‘view updating’ flag is cleared even if the update fails
  • Remove item meaning functionality which was causing file corruption issues

(version 1.9.65 not published)

Version 1.9.64 – OBXValues as cell references

  • Allow the user to choose whether OBXValues functions are replaced by named ranges, or by cell references
  • Fix issue where sometimes the Focus Mode would crash if it could not find an item in the model

Version 1.9.63 –  Array names and bug fixes

  • Allow the names of arrays to be changed
  • Ticking an array in the ‘manage arrays’ window now selects it so you can edit right away
  • OBXValues no longer case sensitive
  • User can now choose to show a cell reference instead of a named range when OBXValues is replaced
  • Revert changes to VM sync code that were causing KanBan mode issues
  • Deal with section grouping for constants

Version 1.9.62 – Bug fixes

  • Fix issue with some versions of Excel where OBXValues was not being properly converted
  • Fix OBXValues/ array issue
  • Unit checker is now case insensitive when cancelling items from the numerator and denominator

Version 1.9.61 – Bug fixes

  • Deal with the situation where Excel refuses to set CustomProperties during build
  • Deal with edge case when moving one item from one section to another
  • Fail gracefully if the item clicked on in the preview is no longer in the model
  • Deal with SpreadsheetGear issue with some unusual XLSM files

Version 1.9.60 – Bug fixes

  • Include named ranges for closing balances in named ranges table
  • Improve telemetry for multi cell parser
  • Better naming of internal named ranges to follow Excel rules
  • Fix ‘add total’ for balances and flows. Insert below the totalled item
  • Replace full name of OBXValues UDF even if Excel inserts the name of the addin at the start
  • Fix issue where a report header was sometimes checked for a calculation
  • Add ‘copy formulas to clipboard’ command
  • Add ‘AI’ button
  • Fix bug when compressing secondary timeline balances
  • Insert blank rows when ingesting reports
  • Fix issue with POS lines incorrectly reported by sheet checker
  • Fix AVERAGEIF syntax
  • Fix splitter
  • Reduce unnecessary OBZ file clutter relating to reports
  • Give clear message about any issues with activating licence
  • Allow show all named ranges
  • Allow user to put reports at the start of the model
  • Allow user to edit active scenario number on InpC

(Versions 1.9.56-59 unused)

Version 1.9.55 – Bug fixes

  • Fix issue with incorrect sub total arrays test
  • Fix “Excel not responding” bug when ingesting selected sheets

Version 1.9.54 – Bug fixes

  • Make sure an item is marked as used when you add an array total for it
  • Add “x” at top right of issues window to make it easy to close
  • Allow arrays in headers
  • Read table headings correctly when ingesting
  • Minor bug fixes

Version 1.9.53 – Bug fixes

  • PowerBI table now links to individual cells not entire row
  • Updating table inputs in preview now possible
  • Unit manager now shows units in alphabetical order
  • You can now remove custom number formats on an item, and it reverts to the format from its unit

(version 1.9.52 not used)

Version 1.9.51 – Bug fixes

  • Fixed issue when saving a model with no reports
  • Fixed issue with recovery backups

Version 1.9.50 – Major bug fix

  • Fix an urgent issue which was causing the Openbox UI to run slowly

(version 1.9.48 and 1.9.49 not used)

Version 1.9.47 – Bug fixes

  • Warn if there’s an issue removing #NAME errors from the sheet
  • Deal with the case where the financial year end is not valid
  • Fully implement ability to have reports on multiple time bases
  • Items now scroll into view when the report line or name in find window is clicked
  • Convert balances that aren’t corkscrews to corkscrews if they contain BEG()
  • Tidy up Options form
  • Fix issue importing older models with only 1 timestep
  • Improve dashboard handling of inter sheet links and OBXValues function
  • Fix bug which would cause a crash in some cases if the name referred to by OBXValues didn’t exist
  • Allow SUM OF ABOVE items to be constants
  • Turn off recovery backup when main Openbox window closes (not when Excel closes)

Version 1.9.46 – Dashboards, reports and bug fixes

  • Add Dashboard and Save As dashboard fully implemented
  • Reports can now be on several timesteps and a copy will be created for each timestep e.g. monthly, quarterly and financial year
  • Updated OBXValues so more robust and can cope with calculated names e.g. “Period ” & D6
  • Put “‘OBX” at the start of formulas in dashboards, so they don’t show #REF when saved
  • Fixed various bugs with named ranges for unusual characters in labels
  • Allow user to document a model in PowerPoint from the main window not just Excel
  • Finer control over when named ranges are added
  • Fixed issue with importing leading to duplicate calculations
  •  

Version 1.9.45 – More on dashboards, ingesting and bug fixes

  • Read col A headers when ingesting
  • Deal with formulas on InpS sheet when ingesting
  • Autosize the validation issues list to make it more readable
  • Allow user to show the internal description of any error
  • Add a sheet showing named ranges
  • Speed up dashboard importing
  • Make sure dashboard sheets are imported in the right order
  • Fixed issue with importing dashboards that contain tables
  • Fixed bug where user deletes a corrupted report
  • Fix bug with the DELAY function when the “use named ranges” expert option is on

(version 1.9.44 was not released)

Version 1.9.43 – Dashboards, ingesting headnigs and bug fixes

  • Dashboard handler now loads and saves dashboards correctly including linking named ranges and OBXValues
  • When ingesting, Openbox now reads the headings and puts items in the appropriate sections/ sub-sections
  • Can now ingest models where the POS line is below the sign switch line
  • Deal with older models which may have more than one “sum of above” calculation for the same item
  • Don’t show progress form when alerts are suppressed
  • Fix bugs in merging
  • Remember sheet zoom for the preview
  • Update the diagram including precedents and dependents, as soon as the formula changes
  • Can now create arrays of dates
  • Allow user to customise the prefix/ suffix text for balances e.g. BEG
  • Fix bug where non-English settings caused inputs with arrays not to be displayed correctly
  • Fix FAST colouring bug which sometimes caused an unexpected error when deciding whether to apply import/ export colours
  • Ctrl+0 now warns if the item the user wants to zero in on does not exist
  • Pasting now inserts items in the correct order, after cutting
  • Dashboards now use Formula2 property to take advantage of dynamic arrays 

(version 1.9.42 not released)

Version 1.9.41 – Bug fixes

  • “Save as dashboard” now only saves selected sheets
  • Fix corrupt report lines from older files
  • When changing an item to/ from a balance, preserve units
  • Fix undo for merging calculations
  • Speed up unit analysis
  • Allow thousands separators in formulas e.g. 13,591 is now a valid input
  • Deal with edge case where only historic copy/ paste block
  • Add a debt sizing switch if there are historic/ bank case items in the copy/ paste section

Version 1.9.40 – Bug fixes

  • Only warn about needing macros if there are copy/ paste blocks
  • Fix issues with Autorecover sometimes changing a filename

(versions 1.9.38 and 1.9.39 had issues and were not published)

Version 1.9.37 – Bug fixes and Autorecover

  • Autorecover now replaces Autosave. 
  • ELEMENTNAME function now respects whether an array element is a number or not
  • Fix issue with brackets which meant expected units was not correctly calculated 
  • Fixed issue with “remove leading or trailing spaces” during validation

Version 1.9.36 – Bug fixes

  • Allow two arrays to have the same elements so you can have, for example, Origin-Destination matrices
  • When changing a calculation to a flow, make sure the new flow is selected
  • Check if named ranges are >255 characters (which is not allowed in Excel)
  • Don’t add visible named ranges for FAST ingredients
  • Deal with file corruption for reports/ report lines

Version 1.9.35 – Bug fixes, particularly for updating

  • Deal with issue where Excel “forgets” not to display dialog boxes
  • Speed up moving sheets during updating
  • Allow user to specify that a calculation is an input, when importing a component
  • Fix issue where making changes in the preview for a calculation with leading or trailing white space in its name would fail
  • Tidy up temporary file creation/ deletion during updating

(Versions 1.9.32-34 were used for internal testing and not published)

Version 1.9.31 -Fix updating and dashboards

  • “Update” button in the Openbox ribbon now works as expected
  • Can now add dashboards (Excel sheets) to any Excel model created by Openbox
  • Dashboard sheets can link to the sheets created by Openbox using named ranges

Version 1.9.30 – Improve reports, add “total” and “count” of selected cells, named ranges for model constants, bug fixes

  • Look in whole model by default for find and replace
  • Fix bug with automatic recalculation in the advanced preview editor
  • Can now specify, for each unit, whether it needs a row total and whether it should be ignored when determining expected units
  • Fix bug where alerts were sometimes shown as unused
  • Format input expressions (e.g. 3+5) as inputs on the input sheets
  • Can now have model constants as named ranges in formulas instead of as FAST ingredients
  • Read in comments when ingesting from Excel
  • Don’t lose the formula when changing from a flow to a balance or corkscrew and vice versa
  • Allow item totals to be just below an item, rather than as a separate block
  • Add F5+Enter to go back to previous cell
  • Allow user to copy and merge reports
  • Easier to reorder reports now e.g. using right click
  • Deal with lookups on items with only one array on a table sheet
  • Fix “Sheet is on” menu
  • Add “Total” and “Count” of selected cells at bottom right of preview

Version 1.9.27 – Distinguish balances and corkscrews, INTERSECT function, remove obz file encryption

  • Add the INTERSECT function to pick one item from a 2D table
  • Corkscrews are now a type of balance, but any calculation can be set as a balance (and will be consolidated as one on reports) even if not a corkscrew
  • OBZ files no longer encrypted by default
  • Improve the “Manage units” window
  • Fix bug where a unit divided by itself was not showing as unitless
  • Fix bug with reporting on one time base
  • Improve LOOKUP for tables
  • Allow sections to be dragged out and become sheets
  • Fix bug with PREVIOUSVALUE()+1 and similar formulas, which previously were treated as inputs because they have no precedents
  • User can now cancel at any stage during validation

 

Version 1.9.24 – Help with ingestion, and advanced editing in preview

  • New “Show in Excel” button in the Ribbon jumps to the formula in Excel that corresponds to a calculation block read into Openbox using ingestion
  • Preview now allows editing of named ranges, cell and chart formats through right click menu
  • Advanced editor now available in preview – allows Excel-like functions including load/ save, goal seek, and so on.

Version 1.9.23 – Calculations on report sheets, allow balances that aren’t corkscrews, and bug fixes

  • Allow balances that are not corkscrews (for example, Accounts receivable calculated based on accounts receivable days and revenue)
  • Corkscrew formulas can now be of the form SUM(..) +/- SUM(..)
  • Allow simple calculations on reports (toggled in the ‘Expert’ options tab)
  • Fix issue where items were sometimes incorrectly marked as unused after validation
  • Fix issue with PREVIOUSVALUE and expected units
  • Allow merging of report lines
  • Allow leading minus sign in expressions
  • Allow last parameter to be missing for some functions e.g YEARFRAC, for compatibility with Excel
  • Pasting lines into a report now includes headers and sub-headers if these are selected in Excel

Version 1.9.22 – Section formatting and bug fixes

  • Can now edit labels in Focus Mode
  • Importing components now much faster for large components
  • Fix bug with Ctrl+[ in preview
  • More logical layout of report items in Ribbon
  • Can now change the time suffixes for reports
  • When importing into a model with two timelines, ask what timeline the component should be on
  • Better warning about making sections into table sections
  • Update form now offers link to this change log
  • Right click menu in Preview now includes “Calculate Now” and “Toggle manual/ automatic calculation”

Version 1.9.21 – Reports, circularity, ingestion and bug fixes

  • Can now simultaneously add reports for all timelines between model timeline and yearly (e.g. add monthly, quarterly, semi annual and annual reports for a monthly model)
  • Line items with no arrays now correctly inserted on reports with arrays
  • Allow user to build circular models by clicking “Ignore” in the circularity warning window
  • Allow multi-row IRR/ XIRR functions to be ingested
  • Fix counterflow bug
  • “Secondary vars refer to primary” is now a warning not an error
  • Allow choice not to duplicate time sheet in multi timeline models
  • Fix ingestion issue with opening balances
  • Add PREVIOUSVALUES function which gives the total of the current line item for all previous periods
  • Add tooltips to import window to show which sheet items are on
  • Allow “add both” when merging
  • Fix bug with ingestion of text values
  • Allow user to insert a named range for constant inputs
  • Read named ranges and values when ingesting

Version 1.9.20 – Better ingestion and copy paste

  • Ingestion can now deal with references to row totals
  • Added XNPV function
  • Correct standard copy/ paste macro
  • Populate placeholders when ingesting from Excel
  • Deal with  single quote marks ‘ in the middle of sheet names
  • Better warnings about invalid sheet names
  • Ctrl +[ now goes to the first precedent in the preview (same behaviour as Excel).
  • Ctrl+0 in preview shows the Focus view for that item
  • Fix pasting in from preview so it brings values not text. 
  • Warn about pasting more than 255 columns from Excel, because of an Excel limitation
  • Check for “balances” that don’t include a reference to the BEG value in the formula
  • Allow user to use custom copy/ paste macro instead of the standard one

Version 1.9.8 – Full model ingestion

  • New option “Import selected sheet(s)” on the Openbox part of the Excel Ribbon. Allows you to bring whole sheets or models into Openbox in one step
  • Update report layout approach, to deal with complex arrays
  • Deal with any placeholders ending “POS” in the Openbox screen – offer to merge them with the corresponding line item e.g. “Operating costs POS” merges with “Operating costs”

Version 1.9.7 – Bug Fixes

  • Reports on single sheet option now works with complex multi-period reports
  • Ingesting multi-row InpT inputs now works
  • Fix period end flag calculation in hybrid timelines which failed if there was a leap year during construction
  • Don’t allow opening or closing [ ] in labels
  • Tidy up timeline letters on sheets and inputs
  • Don’t allow switching to secondary axis if the model has a hybrid timeline
  • Put units for InpT items in correct row
  • Allow user to refer to table items on another sheet, in a normal FAST calculation block
  • Correct some broken/ out of date help links

Version 1.9.6 – Bug fixes

  • Fix InpT (table input) sheet bugs, and add buttons for toggling time/ table view to Ribbon
  • Don’t check time axis of built in sheets
  • Don’t store temporary model results in saved files
  • Warnings if issues ingesting input tables

Version 1.9.5 – Bug fixes

  • Scenario and comparison buttons now operational
  • Fix issue with circularity breaker in preview window, where it was incorrectly reporting that the results did not converge
  • Fix issue with the input selector formula on InpC

Version 1.9.4 – Scenarios and bug fixes

  • Allow users to display multiple scenarios, and compare scenarios, on charts
  • Fix bug where some circular references were not being detected
  • Improve circularity handler
  • Fix bugs with Delete key
  • Allow changes to scenario names on InpC
  • Find/Replace now lets you search in section, sheet or model

Version 1.9.3 – bug fixes

  • Fix issues with copying and pasting items
  • Fixed bug which caused the screen to jump occasionally
  • Fix issue with circular reference screen buttons
  • Fix bug where the ‘Delete’ key wouldn’t let you delete sheets
  • Insert the current unit into the dropdown when the unit editing box is displayed

Version 1.9.2 – formula help

  • Formula help now displayed below formula bar at all times when editing. Includes help on function syntax and arrays
  • Add “online help” button in formula help bar which takes you to the function help page on this site
  • Add “unpin all charts” functionality

Version 1.9.1 – Charts and bug fixes

  • Fix bug which caused duplicate labels for some constants on two timeline models
  • Include copy paste block check in overall check
  • Tidy up Equation charts
  • Fix issue with financial close date calculation for new models

Version 1.9.0

  • Improved chart display in Focus Mode
  • Improved file name suggestions for saving
  • Fix issue where there are reports with different arrays, and the user chooses to put all reports on one page
  • Fix issue where pasting beyond column IV in the preview
  • Copied and pasted items in the main view are now put beside the original, not in ‘Unallocated’
  • OBXValues function now correctly deals with array elements in the second argument
  • Counterflow arrows now refreshed on validation
  • Fix bug where array formulas in the template would cause an error
  • Improved Focus Mode layout and redrawing
  • Fix bug where a template with automatic calculation would cause a crash
  •  

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