This topic describes feature enhancements, resolved issues, and important information for Symphony 25.1. To purchase this product, contact Insightsoftware Sales. See also Important Notices, Deprecated Features, and Symphony 25 Release Notes Overview.

Beta Features in This Release

This release of Symphony may contain some features and enhancements in a beta test state so you can try them out in a non-production environment. Assess how they work in your environment, or provide feedback to insightsoftware as part of a formal beta testing process.
Important: Do not use beta features in a production environment or on mission-critical systems.

Name

Beta Version

Description

Final Release Version

Logi AI

24.1

Symphony v25.1

Note: In this release, Logi AI has been tested to work with the latest public version of Flowise, 2.2.7. See Flowise documentation for more information: https://github.com/FlowiseAI/Flowise/releases.

Symphony v24.1

Logi Symphony introduces Logi AI, a comprehensive AI and Natural Language Generation (NLG) module designed to transform the way you analyze your data.

Logi AI is a flexible AI platform that enables you to build and embed your own AI-powered chatbots directly into dashboards and visualizations in partnership with Flowise.

Embedded chatbots help you elevate the user experience, making complex data analytics intuitive and effective for informed data-driven decisions.

Adjust chatflows based on your use cases, domain policies, and security policies to ensure actionable insights are easily accessible and perfectly aligned with your strategic goals. Backup your chatflows manually.

Four starter templates are available from insightsoftware in the Flowise market place.

For more information, see Logi AI and Logi AISolutions.

Important: This feature is considered to be released in beta for your testing purposes. Workflows and features may change before a production-ready version is released.

N/A

Generate Visuals with AI

25.1

Users of SaaS (Software as a Service) deployments of Symphony can now take advantage of a new beta AI option to generate visuals quickly.

Enter a natural language prompt into the AI Visual Generator with information you’d like to generate a visual for. Symphony reads column names and descriptions to intelligently gather and structure your data to the type of Visual Data Discovery visual you’d like to create, or select one if you don’t choose one.

Example prompts:

  • Create a chart of last year’s sales

  • Make a pie visual showing me sales by region

  • Build me a word cloud of visitors by country of origin

Symphony will generate your visual; then you can save it, edit it, or discard it as needed.

Important: This feature is considered to be released in beta for your testing purposes. Workflows and features may change before a production-ready version is released.
N/A

Feature Enhancements

Title

Description

Symphony Licensing Unification

Starting with the release of Symphony v25.1, you can easily add and manage all licenses in the Administration homepage. Navigate to the Licensing work area to add or edit new licenses as needed. To access and manage previously installed licenses, see Apply a License Key.

User Interface Simplification and Updates

We’ve added a number of user interface updates to simplify the use of Symphony for you. These include changes to the interface to allow you to engage with your environment more easily, improved navigation with accessibility updates, and more.

  • You can now select to present your data in table visuals as wrapped from the table context menu. Select the table context menu icon next to the heading name, and select Wrap Column or Reset Column Wrapping as needed.

  • Expanded information and settings are now available in the Properties window when you create or edit components in Managed Dashboards and Reports. Options are grouped in collections of settings you can navigate and use to update and change the properties of an object.

  • This Properties window has been redesigned to improve usability, provide more consistent organization, and be more approachable to new users. The locations of some properties have changed: for example, the Layout and Text tabs are now categories under Design, and the Actions category is now a tab. To change an element’s display name, double-click it directly at the top of the window. If you have difficulty finding a setting, the related documentation articles contain updated guidance. Categories are collapsed by default, however you can use their existing double-click or right-click shortcut options.

  • Users who navigate Symphony using keyboards with or without a screen reader have more metadata available for various toolbars, buttons, and menus.

  • Some expansion icons that were formerly arrows are now more [] icons. We have also added more information for users in information boxes, as well as included more tooltips that allow users to understand items in context of their project.

  • The Hidden and Locked properties are now dedicated icon buttons next to the title in the Properties window for objects in the Managed Dashboards and Reports module.

  • Information boxes have been added in various locations of the Properties window to help explain and navigate between different properties for objects in the Managed Dashboards and Reports module.

  • Hover over a table’s header, row and cell style properties to see the corresponding area of the table highlighted in a tooltip for objects in the Managed Dashboards and Reports module.

Custom URLs for Dashboard Alerts

When you create a dashboard in Managed Dashboards and Reports, you can optionally add a specific domain URL recipients can use to navigate to the dashboard. If you do not add a specific URL, the default URL is sent.

Data Zoom Scroll Options for Visuals

You can now enable scroll options for Visual Data Discovery visuals that previously did not include axis ordrill down options. Depending on the visual type, the Data Zoom options may include horizontal, vertical, or both scroll options. This includes:

  • Line Trend: Attribute Value Charts and Multiple Metric Charts

  • Bar Charts

  • Box Plot

  • Combo Chart

  • Donut

  • Floating Bubbles

  • Heat Map

  • Pie

  • Waterfall

Enable or disable as needed in the Data Zoom section of the Settings sidebar menu. Changes to the ruler used in a visual will reset the scroll settings, and the minimum and maximums are not saved.

OData Enhancements

We’ve added support for the cast function in OData API filters. You can now cast numeric fields (integers, longs, doubles, decimals) to strings in filter queries, enabling string-based operations such as eq, startswith, and contains.

Dashboard Authors

Tenant administrators can now select and change the author for a dashboard in the Dashboard Library. The new author must have appropriate permissions for the dashboard to be able to access the dashboard.

Self Service Report Improvements

We’ve expanded Self Service Reports with several features you can use to customize reports more effectively by creating group based banded reports.

  • Add column fields to the grouped header

  • Include grouped details in the details section

  • Apply aggregates and conditional formatting

  • Include report headers and footers

  • Insert images in your report header

  • Export grouped data reports in PDF format

Group reports are structured to repeat for each unique record in the groups you’ve added to the report. You can include up to 8 columns in the group header and up to 15 columns in the group detail section of the report.

You can now schedule reports to run and be sent by email at frequencies that meed your needs.

Accessibility Expansion

Accessibility improvements have been added throughout the Symphony user interface. These include updates to access for keyboard and screen reader users on the logon page, main menu, toolbar, and various dialogs available in view mode in the Managed Dashboards and Reports module.

Import Files

Importing and publishing project files has been updated to better handle renaming of items in certain cases.

Snowflake Connector

The Snowflake Connector for .NET has been upgraded to version 4.3.0.

Unsubscribe Confirmation

Clicking the link in an email to unsubscribe now asks for user confirmation before the request is processed.

OpenAPI Spec for REST API - Managed Dashboards and Reports Module

An OpenAPI specification document as well as a new Swagger UI are built into the application to help you use the REST API. Access Swagger at the path /swagger under the root of the Managed website.

Password Policy Configuration

New password policy configuration setting Required Password Unique Characters can further enforce strong passwords.

Logging Customization

A new Helm chart property allows for customizing the initial logging verbosity of the microservices before they are first used.

Installation Logs

Certain non-sensitive fields such as host and port number are no longer masked in installation logs.

Installation Updates

The dundas-bi-setup container now returns an error code by default when initialization fails with the provided details, preventing the website and other containers from starting. This can be overridden by setting dundas.bi.setup.handledatabase.continueOnError.

The dundas-bi-setup container now attempts to install the required PostgreSQL extensions if missing or displays an improved error message.

API Updates

API documentation is provided with your Symphony installation at this link: <symphony-URL>/discovery/swagger-ui.html.

Visual Data Discovery Module

Endpoint

Method

Description

None.

Managed Dashboards and Managed Reports Modules

Endpoint

Method

Description

OpenAPI Spec for REST API - Managed Dashboards and Reports Module

An OpenAPI specification document as well as a new Swagger UI are built into the application to help you use the REST API. Access Swagger at the path /swagger under the root of the Managed website.

Convert Windows Accounts to Local Accounts

New API methods are available for administrators to convert Windows accounts to local accounts in the .NET and REST APIs.

Resolved Issues

Symphony

Title

Description

None.

Visual Data Discovery Module

Title

Description

Converting Custom SQL to Stored Procedure

When you convert custom SQL statements in a data to a stored procedure for visuals that also rely on custom metrics, Symphony appropriately updates the underlying connector capabilities to support AGGREGATION, FILTERING, JOINING, PAGING_AND_SORTING, and PROJECTION.

First and Last Weeks of the Year

Data used in environments that use Australian time zones now appropriately reflect the correct weeks as the last and first weeks of the year.

Bar Charts

Changing the time zone on a user’s device no longer affects the appearance and behavior of date values used in some bar chart granularities.

Managed Dashboards and Managed Reports Modules

Description

Fixed an issue that could prevent charts from sharing an axis scale when inverted differently or with different bar orientations.

Fixed an issue that could incorrectly prevent another user from being logged in through the API using an administrator account other than System Administrator.

Fixed an error preventing connections to tabular models without any measures in Microsoft SQL Server Analysis Services.

All table visualization columns can now always be accessed by scrolling horizontally when there are no rows of data.

Antiforgery cookies now have secure set to true.

Fixed an issue affecting recent versions causing a report’s data to be exported to Excel in multiple tabs incorrectly for the same metric set.

Fixed an issue preventing the administration homepage from fully loading under certain conditions.

Addressed an issue affecting some scenarios using Python transforms in a data cube with placeholders and large amounts of data.

Addressed a limitation in the amount of data supported by Python transforms in a data cube when using a separate Python microservice. Set the new property dundas.bi.python.maxReceiveMessageSize in the Helm chart to increase this limit.

Fixed an issue that could cause an error when filtering a hierarchy count measure.

Deprecated Features

Symphony

Title

Description

None.

Visual Data Discovery Module

Title

Description

None.

Managed Dashboards and Managed Reports Modules

Title

Description

None.

Removed Features

Symphony

Title

Description

Alternative

None.

Visual Data Discovery Module

Title

Description

None.

Managed Dashboards and Managed Reports Modules

Title

Description

Alternative

None.

Changes in this Version

Managed Dashboards and Reports

Description

The Quick Access Properties popup now appears on right-click instead of left-click in edit mode. For visualizations containing multiple elements, a single right-click brings up settings applicable to the clicked element rather than a second left click.

The Properties window has been redesigned to improve usability, provide more consistent organization, and be more approachable to new users. The locations of some properties have changed: for example, the Layout and Text tabs are now categories under Design, and the Actions category is now a tab. To change an element’s display name, double-click it directly at the top of the window. If you have difficulty finding a setting, the related documentation articles contain updated guidance. Categories are collapsed by default, however you can use their existing double-click or right-click shortcut options.

Known Issues

Affected Releases

Description

Symphony 25.1 and later

None.