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Symon.AI Release 3.22.0

Abstract

Release notes for the Symon.AI 3.22.0 release.

Release notes for the Symon.AI 3.22.0 release.

It's brand new and all for you...

and we think you're going to love it!

New Rule mapper tool is here!

We've created a new tool, called the Rule mapper all for you! The Rule mapper analyzes data sets based on the transactions and the rules in place for each transaction. Then, it applies the rules and maps a value to the data set according to the rules. This is the first tool that uses three different data set sources:

  • Data: Use a data set with transactional or activity based data, such as sales transactions.

  • Hierarchy: Use a hierarchy data set with a hierarchical structure to organize your data, such as a geographical hierarchy.

  • Rules: Use a data set with rules defined for your data, such as rules for a sales transaction to be assigned to a certain territory.

Figure 2. Rule mapper
Rule mapper

For more information, see the Rule mapper documentation.



It's even better now

Importing data without excess

We've taken the time to improve the data import experience again! For CSV, SFTP, and Amazon S3 file imports, you can configure the import to remove excess data. Preprocess only supports CSV and text file types.

You can select how many first and last rows to ignore and you can generate the column header at the first instance of useful data. No more irrelevant data diluting the data set!

Improved Google Sheets connector experience

We've done it again! We've improved the experience to set up a Google Sheets import connector. We've streamlined some of the steps to get you working with your data faster.

Optional refresh data source

You can now choose to optionally refresh your data sources during export. Currently, when using third-party data sources, before export, the data set would refresh automatically. Now we've updated it to give you the power! You can choose to not refresh data sources before export. We love saving you time!

We crushed some bugs!

and we're so happy that we did...

Issue

Bug number

Fixed an issue where pipe column formatting did not carry over to the chart view.

00233730

Resolved an issue where the SQL server connector wasn't importing numeric type columns.

00233201