Monday, November 19, 2018

Stonefield Query for GoldMine Version 7.2

We are pleased to announce the release of version 7.2 of Stonefield Query for GoldMine. There are lots of new features in this release.

  • A new Address (Full) field is available in the Main table. This field combines the Address 1, Address 2, Address 3, City, State, and Zip fields in a nice format.

  • Stonefield Query is compatible with GoldMine 2018.2.

  • A new script is available for reports in the Customize Report Wizard: BeforeOutput. This script allows you to change output settings for the report before it's output to file or email.

  • If a subreport has an ask-at-runtime filter condition that matches a filter condition in the main report, the value of that filter condition for the main report is used for the subreport and you are no longer prompted for the value (similar to the way this works for linked reports).

  • Cross-tab reports can now have a page field, which appears in the page header and causes a page break when its value changes.

  • You can now specify the number of points per page in a chart that's part of a quick or cross-tab report.

  • You can now specify whether the Y-axis scale of a chart is determined automatically and, if not, what the minimum and maximum values are.

  • Gauges are now centered in their preview window.

  • The Scheduled Tasks dialog has a Diagnostic button that displays the content of the most recent diagnostic file for the selected task.

  • You can now append to an existing Microsoft Excel document when outputting to Excel full format.

  • You can now specify whether an Excel document has gridlines.

  • You can now choose the merge type, Letter or Directory, when outputting to Microsoft Word Merge. This affects where pages break in the generated Word documents.

  • The new Shadowed setting allow you to specify whether the data shapes in bar, column, pie, and donut charts are shadowed.

  • A chart in a quick or cross-tab report can now be different than the main report. For example, a cross-tab with Country in the row, Order Date (displayed as Year) in the column, and Sales Amount in the data can have a chart has Order Date (displayed as Quarter) as the x-axis and Sales Amount as the Y-axis (that is, Country isn't used in the chart).

  • You can now turn on Subtotal on This Field for a date field formatted as an aggregate date (such as Quarter or Year) in the rows of a cross-tab report.

  • You can now create a template that displays only the page header rather than both the page header and report filter.

  • You can now press Enter to add a line break in the Expression Builder for report headers and footers, the message of an email, and the Customize Report Wizard.

  • The Expression Builder button is now available for the custom description of a filter condition.

  • In the Expression Builder, clicking the Values button to display the Values dialog and selecting a value now inserts that value into the expression.

  • You can now use loReport.GetReportHeader(.T.) in a report template to display the page header without the report filter.

  • If you import a template with the same name as an existing one, you're asked if you want the imported template to overwrite the existing one or be imported with a new name.

  • The last page of the Formatting Options step in the Chart Wizard is now labelled "Other" because it contains other settings.

  • You can no longer use the Edit Chart button for a chart that's part of a quick or cross-tab report because it doesn't work properly.

  • You can no longer use the Print Preview function in the Advanced Report Designer since it isn't reliable.

Monday, November 5, 2018

Stonefield Query for Legrand CRM Version 7.2

We are pleased to announce the release of version 7.2 of Stonefield Query for Legrand CRM. There are lots of new features in this release.

  • A new script is available for reports in the Customize Report Wizard: BeforeOutput. This script allows you to change output settings for the report before it's output to file or email.

  • If a subreport has an ask-at-runtime filter condition that matches a filter condition in the main report, the value of that filter condition for the main report is used for the subreport and you are no longer prompted for the value (similar to the way this works for linked reports).

  • Cross-tab reports can now have a page field, which appears in the page header and causes a page break when its value changes.

  • You can now specify the number of points per page in a chart that's part of a quick or cross-tab report.

  • You can now specify whether the Y-axis scale of a chart is determined automatically and, if not, what the minimum and maximum values are.

  • Gauges are now centered in their preview window.

  • The Scheduled Tasks dialog has a Diagnostic button that displays the content of the most recent diagnostic file for the selected task.

  • You can now append to an existing Microsoft Excel document when outputting to Excel full format.

  • You can now specify whether an Excel document has gridlines.

  • You can now choose the merge type, Letter or Directory, when outputting to Microsoft Word Merge. This affects where pages break in the generated Word documents.

  • The new Shadowed setting allow you to specify whether the data shapes in bar, column, pie, and donut charts are shadowed.

  • A chart in a quick or cross-tab report can now be different than the main report. For example, a cross-tab with Country in the row, Order Date (displayed as Year) in the column, and Sales Amount in the data can have a chart has Order Date (displayed as Quarter) as the x-axis and Sales Amount as the Y-axis (that is, Country isn't used in the chart).

  • You can now turn on Subtotal on This Field for a date field formatted as an aggregate date (such as Quarter or Year) in the rows of a cross-tab report.

  • You can now create a template that displays only the page header rather than both the page header and report filter.

  • You can now press Enter to add a line break in the Expression Builder for report headers and footers, the message of an email, and the Customize Report Wizard.

  • The Expression Builder button is now available for the custom description of a filter condition.

  • In the Expression Builder, clicking the Values button to display the Values dialog and selecting a value now inserts that value into the expression.

  • You can now use loReport.GetReportHeader(.T.) in a report template to display the page header without the report filter.

  • If you import a template with the same name as an existing one, you're asked if you want the imported template to overwrite the existing one or be imported with a new name.

  • The last page of the Formatting Options step in the Chart Wizard is now labelled "Other" because it contains other settings.

  • You can no longer use the Edit Chart button for a chart that's part of a quick or cross-tab report because it doesn't work properly.

  • You can no longer use the Print Preview function in the Advanced Report Designer since it isn't reliable.

Stonefield Query for Sage Pro ERP Version 7.2

We are pleased to announce the release of version 7.2 of Stonefield Query for Sage Pro ERP. There are lots of new features in this release.

  • A new script is available for reports in the Customize Report Wizard: BeforeOutput. This script allows you to change output settings for the report before it's output to file or email.

  • If a subreport has an ask-at-runtime filter condition that matches a filter condition in the main report, the value of that filter condition for the main report is used for the subreport and you are no longer prompted for the value (similar to the way this works for linked reports).

  • Cross-tab reports can now have a page field, which appears in the page header and causes a page break when its value changes.

  • You can now specify the number of points per page in a chart that's part of a quick or cross-tab report.

  • You can now specify whether the Y-axis scale of a chart is determined automatically and, if not, what the minimum and maximum values are.

  • Gauges are now centered in their preview window.

  • The Scheduled Tasks dialog has a Diagnostic button that displays the content of the most recent diagnostic file for the selected task.

  • You can now append to an existing Microsoft Excel document when outputting to Excel full format.

  • You can now specify whether an Excel document has gridlines.

  • You can now choose the merge type, Letter or Directory, when outputting to Microsoft Word Merge. This affects where pages break in the generated Word documents.

  • The new Shadowed setting allow you to specify whether the data shapes in bar, column, pie, and donut charts are shadowed.

  • A chart in a quick or cross-tab report can now be different than the main report. For example, a cross-tab with Country in the row, Order Date (displayed as Year) in the column, and Sales Amount in the data can have a chart has Order Date (displayed as Quarter) as the x-axis and Sales Amount as the Y-axis (that is, Country isn't used in the chart).

  • You can now turn on Subtotal on This Field for a date field formatted as an aggregate date (such as Quarter or Year) in the rows of a cross-tab report.

  • You can now create a template that displays only the page header rather than both the page header and report filter.

  • You can now press Enter to add a line break in the Expression Builder for report headers and footers, the message of an email, and the Customize Report Wizard.

  • The Expression Builder button is now available for the custom description of a filter condition.

  • In the Expression Builder, clicking the Values button to display the Values dialog and selecting a value now inserts that value into the expression.

  • You can now use loReport.GetReportHeader(.T.) in a report template to display the page header without the report filter.

  • If you import a template with the same name as an existing one, you're asked if you want the imported template to overwrite the existing one or be imported with a new name.

  • The last page of the Formatting Options step in the Chart Wizard is now labelled "Other" because it contains other settings.

  • You can no longer use the Edit Chart button for a chart that's part of a quick or cross-tab report because it doesn't work properly.

  • You can no longer use the Print Preview function in the Advanced Report Designer since it isn't reliable.

Stonefield Query for Sage 300 Version 7.2

We are pleased to announce the release of version 7.2 of Stonefield Query for Sage 300. There are lots of new features in this release.

  • Stonefield Query is now compatible with Sage 300 2019.

  • There are now relationships from Return Authorization tables to Order Entry, Inventory Control, Accounts Receivable, and Accounts Payable tables.

  • A new script is available for reports in the Customize Report Wizard: BeforeOutput. This script allows you to change output settings for the report before it's output to file or email.

  • If a subreport has an ask-at-runtime filter condition that matches a filter condition in the main report, the value of that filter condition for the main report is used for the subreport and you are no longer prompted for the value (similar to the way this works for linked reports).

  • Cross-tab reports can now have a page field, which appears in the page header and causes a page break when its value changes.

  • You can now specify the number of points per page in a chart that's part of a quick or cross-tab report.

  • You can now specify whether the Y-axis scale of a chart is determined automatically and, if not, what the minimum and maximum values are.

  • Gauges are now centered in their preview window.

  • The Scheduled Tasks dialog has a Diagnostic button that displays the content of the most recent diagnostic file for the selected task.

  • You can now append to an existing Microsoft Excel document when outputting to Excel full format.

  • You can now specify whether an Excel document has gridlines.

  • You can now choose the merge type, Letter or Directory, when outputting to Microsoft Word Merge. This affects where pages break in the generated Word documents.

  • The new Shadowed setting allow you to specify whether the data shapes in bar, column, pie, and donut charts are shadowed.

  • A chart in a quick or cross-tab report can now be different than the main report. For example, a cross-tab with Country in the row, Order Date (displayed as Year) in the column, and Sales Amount in the data can have a chart has Order Date (displayed as Quarter) as the x-axis and Sales Amount as the Y-axis (that is, Country isn't used in the chart).

  • You can now turn on Subtotal on This Field for a date field formatted as an aggregate date (such as Quarter or Year) in the rows of a cross-tab report.

  • You can now create a template that displays only the page header rather than both the page header and report filter.

  • You can now press Enter to add a line break in the Expression Builder for report headers and footers, the message of an email, and the Customize Report Wizard.

  • The Expression Builder button is now available for the custom description of a filter condition.

  • In the Expression Builder, clicking the Values button to display the Values dialog and selecting a value now inserts that value into the expression.

  • You can now use loReport.GetReportHeader(.T.) in a report template to display the page header without the report filter.

  • If you import a template with the same name as an existing one, you're asked if you want the imported template to overwrite the existing one or be imported with a new name.

  • The last page of the Formatting Options step in the Chart Wizard is now labelled "Other" because it contains other settings.

  • You can no longer use the Edit Chart button for a chart that's part of a quick or cross-tab report because it doesn't work properly.

  • You can no longer use the Print Preview function in the Advanced Report Designer since it isn't reliable.

Stonefield Query SDK Version 7.2

We are pleased to announce the release of version 7.2 of the Stonefield Query SDK. Here are the new features.

Report Designer

  • A new script is available for reports in the Customize Report Wizard: BeforeOutput. This script allows you to change output settings for the report before it's output to file or email.

  • If a subreport has an ask-at-runtime filter condition that matches a filter condition in the main report, the value of that filter condition for the main report is used for the subreport and you are no longer prompted for the value (similar to the way this works for linked reports).

  • Cross-tab reports can now have a page field, which appears in the page header and causes a page break when its value changes.

  • You can now specify the number of points per page in a chart that's part of a quick or cross-tab report.

  • You can now specify whether the Y-axis scale of a chart is determined automatically and, if not, what the minimum and maximum values are.

  • Gauges are now centered in their preview window.

  • The Scheduled Tasks dialog has a Diagnostic button that displays the content of the most recent diagnostic file for the selected task.

  • You can now append to an existing Microsoft Excel document when outputting to Excel full format.

  • You can now specify whether an Excel document has gridlines.

  • You can now choose the merge type, Letter or Directory, when outputting to Microsoft Word Merge. This affects where pages break in the generated Word documents.

  • The new Shadowed setting allow you to specify whether the data shapes in bar, column, pie, and donut charts are shadowed.

  • A chart in a quick or cross-tab report can now be different than the main report. For example, a cross-tab with Country in the row, Order Date (displayed as Year) in the column, and Sales Amount in the data can have a chart has Order Date (displayed as Quarter) as the x-axis and Sales Amount as the Y-axis (that is, Country isn't used in the chart).

  • You can now turn on Subtotal on This Field for a date field formatted as an aggregate date (such as Quarter or Year) in the rows of a cross-tab report.

  • You can now create a template that displays only the page header rather than both the page header and report filter.

  • You can now press Enter to add a line break in the Expression Builder for report headers and footers, the message of an email, and the Customize Report Wizard.

  • The Expression Builder button is now available for the custom description of a filter condition.

  • In the Expression Builder, clicking the Values button to display the Values dialog and selecting a value now inserts that value into the expression.

  • You can now use loReport.GetReportHeader(.T.) in a report template to display the page header without the report filter.

  • If you import a template with the same name as an existing one, you're asked if you want the imported template to overwrite the existing one or be imported with a new name.

  • The last page of the Formatting Options step in the Chart Wizard is now labelled "Other" because it contains other settings.

  • You can no longer use the Edit Chart button for a chart that's part of a quick or cross-tab report because it doesn't work properly.

  • You can no longer use the Print Preview function in the Advanced Report Designer since it isn't reliable.

Stonefield Query Studio

  • A new DLL has to be deployed with Stonefield Query: InTry.dll. Be sure to add it to your installer script.

  • The Report object has new DisplayGridLines and MergeType properties.

  • The Field object has a new DisplayExpression property.

  • A report with a link action on a field that's output to HTML now includes the anchor tag for the linked field. This allows you to do something when the HTML document is displayed in a Web Browser control in a form (obviously it won't work when the document is displayed in a browser).

  • You can now implement the Google Custom Search Engine into deployed HTML help files for better searching. To support this, a new configuration setting, Google Custom Search ID, was added.

  • You can now pass a blank string for the INI file when calling the GetINIValue and SetINIValue methods of the Application object to use Data.ini in the Data subdirectory.

  • The CreateObject method of the Application object can now accept a single parameter: the class name to instantiate. This requires that the class be one of the built-in Stonefield Query classes.

Tuesday, July 10, 2018

Stonefield Query SDK Version 7.1

We are pleased to announce the release of version 7.1 of the Stonefield Query SDK. This is mainly a maintenance release but there are a few new features.

  • The Stonefield Query SDK is now available with two license types: Ultimate and Pro. Ultimate is the full-featured version of the SDK and is designed for developers creating reporting solutions for their customers while Pro is a less expensive license intended for consultants, IT staff, or technical people creating a reporting solution for internal use or a single customer.

  • The new Content setting for fields allows you to specify the type of content for a field, which determines how it's rendered in a report.

  • You can now open multiple instances of Stonefield Query Studio.

  • The new BusinessDays function returns the number of business days between the two specified dates, skipping Saturday and Sunday and optionally holidays.

  • There are new This Calendar Year and This Fiscal Year choices for the Is operator for filter conditions on date fields.

  • Grand totals for subreports no longer appear at end of the main report since they are rarely wanted.

  • All dialogs have help buttons so help is even easier to access than before.

  • The Scheduled Tasks dialog now automatically refreshes itself every five seconds while a schedule is being run, saving you having to manually click the Refresh button periodically to see if the task finished.

  • You can no longer change the Data group or table for an existing formula since doing that causes the formula to fail. If you need to change the table, recreate the formula in the correct table.

  • The cross-tab and label field properties dialogs now have an Enclose negative values in parentheses option.

Friday, July 6, 2018

Stonefield Query Enterprise Version 4.0

We are pleased to announce the release of version 4.0 of Stonefield Query Enterprise. There are lots of new features in this release.

  • A new linked report type, Side By Side, is now available. When this is used, you can preview a parent and child report beside each other.

  • You can specify an optional display expression for report fields. If specified, the value of the expression will be displayed in place of the field value, but sorting will be preserved.

  • If enabled for the project, users can click the Forgot password? link on the login page to receive a password reset email and change their password.

  • You can now export a report (File, FTP, Email) directly without previewing it first from the Export Options dialog.

  • The new Templates menu item under the Tools menu will take you to a template management window, where you can copy, delete, or edit your templates.

  • A new Expression Builder dialog is available for filter condition expressions, display expressions, and conditional format expressions.

  • A warning now appears when refreshing collections since all users will be logged out.

  • Browser password managers such as Chrome Smart Lock are now supported in the Login page.

  • A new setting in the Options dialog allows you to impose a limit on how much system memory is occupied when a query is split and joined in memory.

  • The new Training function in the Help menu allows you to launch an in-app training program that covers the use of the main Reports Explorer.

  • The Export Options dialog now has settings organized into groups. Groups are collapsed by default unless any settings in that group have been changed.

  • When you click the button for a filter condition, existing values for the condition are now pre-selected in the list.

  • You can now search the values list when you click the button for a field or filter condition.

  • Previewing a batch report now opens the report in a new preview tab. To export a batch report, use the Export Options dialog.

  • The Schedule Wizard no longer displays tags that don't contain any reports.

  • If you have Tenant support enabled, Administrator users will see the Tenant and Last Modified User in the report list. This will make reports with similar names easier to manage in multi-tenant installations.

  • The output of a quick report to the data only formats such as XLSX has been improved.
  • You can now show percentage values for the point labels in Pie, Doughnut, and FullStacked charts.

  • We now do a better job calculating the column width of columns in a cross-tab.

  • The output of a cross-tab report to the data only formats such as XLSX has been improved.

  • A new function, GetConditionValue, allows you to retrieve filter values for a running report and use the values in a formula expression.

  • The list of available functions no longer includes duplicates or obsolete functions.

  • You can now use LIKE as a comparison operator in database expressions.

  • If a report has the same filter conditions as a group formula on that report, the values from the report will be used. Note that this only affects non ask-at-runtime filter conditions. You will continue to be prompted if ask-at-runtime is toggled on.

  • A list of commonly used expressions is now available.

  • You no longer need to manage the fields included in an expression. If you insert (or type in manually) a field in TableName.FieldName syntax in an expression, the appropriate fields are added automatically.

  • There is improved support for ntext type fields in formula expressions.

  • You can now search the available field list when editing a formula expression.

  • Date functions can now be used with database columns that may have null values.

  • Date fields formatted as Date (using {0:d}) now appear with the same format in Excel output.

  • You can now specify a Reply To email address in email settings.

  • The loading performance for reports, formulas, and schedules has been improved.

  • You can now show the name of the current database in the report header.

  • You no longer have to restart the server after making changes to licenses.

  • More kinds of SQL Statements are now supported when creating a SQL Passthrough report, and there's no longer a length limit on the SQL Statement.

  • You can now output reports to an XML document format.

Wednesday, June 6, 2018

Stonefield Query for ALERE 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for ALERE. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Stonefield Query for HEAT Version 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for HEAT. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.

Wednesday, May 30, 2018

Stonefield Query for AccountMate 7.0

We are pleased to announce the release of version 7.0 of Stonefield Query for AccountMate. There are lots of new features in this release.

  • Multiple license types are now available. This allows you to decide what set of features you would like to have.

  • You can now evenly spread the columns across the page in a quick report by turning on the Auto-fit to Page setting. This setting adds extra space between the columns so the fields take up the entire width of the page.

  • You can now sort a cross-tab report by a data field. This can be used to, for example, show customer sales by country and product with the largest customers (by sales) at the top and smallest at the bottom.

  • You can now specify the number of columns to display in a dashboard. If the total number of cells (rows multiplied by columns) is less than the number of reports, the reports are cycled through in sets at the specified interval. For example, if you specify two rows and two columns, only four reports can be displayed at a time, so if the dashboard contains six reports, the first four are displayed, then the next two, then the first four again. The interval is now in seconds rather than minutes. Also, you can now add more than 9 reports to a dashboard.

  • You can now specify the minimum and maximum values for a gauge. The goal value is now optionally shown as a goal marker on the gauge.

  • Fields containing HTML and rich text (RTF) content can now be displayed as formatted text.

  • The performance of outputting a report with a large number of records (tens of thousands) to Microsoft Excel Data-Only (Fast) was greatly improved (90% faster) and produces smaller XLSX files.

  • You can now format a field to display negative numbers in parentheses rather than with a minus sign (for example, (123.45) instead of -123.45).

  • You can now specify the title settings for the right axis in a chart that has a field plotted on the right axis.

  • You can now create a stacked chart when there is no series field but there is more than one value field.

  • You can use the new built-in variable ChartTotal to display the total of a chart, such as in the title of the chart.

  • A new type of formatting is available for date fields: Day, which displays Sunday, Monday, Tuesday, etc.

  • When you compare a field to another field in the Filter Condition dialog, the drop-down list of fields to compare to now includes fields from other tables in the report, not just the ones from the selected table.

  • You can now drill down from a report using an aggregate date (such as Month/Year) to one using a filter on a date range.

  • You can no longer sort a chart by values if there's more than one values field or if there's a series field because the chart doesn't support sorting on more than one set of values so the sets don't match with the x-axis.

  • The Select Values dialog, which appears when you click the Values button in the Filter Condition dialog or the Expression Builder, now has a Search option so you can search for values.

  • The value for a filter condition can now be used in the custom description of the condition.

  • The Preview window has new zoom levels: 1000%, 800%, and 500%.

  • Expression builder buttons are now available for the header and footer of a report and for the subject and message of an email, making it easier to enter expressions for these things.

  • The GetValueForField and GetValueForParameter functions now accept a parameter indicating which value for "is between" and "is one of" conditions is returned.

  • You can no longer schedule a report to output to any Microsoft Excel format other than Microsoft Excel Data Only (Fast) or any Microsoft Word format because the other formats require running Excel or Word behind the scenes and they cannot be reliably run from a scheduled task as Microsoft themselves admit.

  • The Format function can now use < and > as delimiters for placeholders in addition to { and }. This allows it to be used in expressions, which use { and } as the expression delimiters; for example, {Format('<0:c2>', MyValue)} works but {Format('{0:c2}', MyValue)} doesn't because of the confusion of the two uses of { and }.

  • The default Add Missing Values setting for date fields in a chart is now turned off.

  • You can now include commas in values passed to filter conditions in a parameters file by escaping them (prefixing them with a backslash); for example, <value value="My Company\, LLC"</value>.

  • Cross-tab reports now use weighed averages rather than average of averages when Average is used for a data field.