This topic provides details about the enhancements in Symphony 25.2. To purchase this product, contact Insightsoftware Sales.

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Self Service Reports Improvements

We have expanded what you can create and export using Symphony’s Self Service Reports feature. This includes:
  • A new report export format Excel (XLSX) for simple, grouped and group structured reports. This includes conditional formatting, data formatting and aggregation support. Select Data (XLSX) as an option when you export a report.
  • Group Structured reports have been enhanced to support data formatting at the visual level in addition to current support at the source level.
  • You can now elect to disable Self Service Reports at install time by making the appropriate changes to your YAML file. Self Service Reports are enabled by default in the default Symphony environment configuration.
    • This configuration allocates 1 CPU and 6Gi for this service; expand as needed.
    • The microservice supporting self service reports provides improved processing for larger data sets.
Note: If you are upgrading to v25.2, the minimum Core and Memory requirements have changed to support the new self service report microservice and features. See Install Symphony - Windows and Install Symphony - Kubernetes.

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Reports Wizard for Managed Reports

We’ve added a robust Reports Wizard to Managed Reports to help you quickly create simple reports, or add groups of data to your existing reports. When you create a new report, the Report Wizard opens to walk you through selecting, filtering, and styling your data. Alternatively, close the wizard to create your reports manually, or select the Report Wizard at any time while editing a report to add a new group of data in tabular format.

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Accessibility Improvements

Table visualization accessibility has been improved including full keyboard support for navigation, selection, and other interactivity.

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Updated Connector Support (Visual Data Discovery)

We have updated a number of Visual Data Discovery connectors in this release. Updated connectors include: Oracle, PostgreSQL, the Real Time Sales (RTS) connector, Redshift, and the Snowflake connector. See their respective connector pages for more information.

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OpenSearch Connector Support

We have added support for a new connector, OpenSearch. See Manage the OpenSearch Connector.

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MongoDB and Elasticsearch Connector Support

New built in data providers for MongoDB and Elasticsearch have been added to Managed Dashboards and Reports module.

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Dashboard Filtering and Data Refresh Improvements

We’ve added a way for you to enable or disable the auto refresh of data in your single source dashboards as needed.
  • Dashboards that include filter snippets from a single source have a new setting, Published Filters.
  • When available, select the Published Filters icon on the dashboard and enable or disable the Auto Apply Filters toggle.
  • Auto Apply Filters is enabled by default: any changes you make to your filters are reflected immediately.
  • If you are working with several filter snippets and a large data set, you can disable Auto Apply Filters to prevent Symphony from refreshing the data until you either enable Auto Apply Filters again, or select Apply in the Published Filters Setting work area.

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Symphony 25.2 Enhancements

This topic provides details about the enhancements in SymphonyFor more information, see Manage Auto Data Refresh.

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Show and Hide Column Labels

You now have the option to hide some or all of the metric function labels and time zone labels in your Visual Data Discovery table visuals and pivot table visuals. Select relevant show/hide options for individual labels using the table context menu in the column header.

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User Interface Improvements

  • Your Symphony home page has a new, streamlined look. Access your Visual Data Discovery and Managed Dashboards and Reports workflows quickly and easily, alongside Logi AI in appropriately licensed environments.
See Home Page.
  • The file References dialogs contents now take up all available vertical space with a single scrollbar when necessary.
  • The Symphony helm chart now includes a broader, more comprehensive set of service-specific affinity configuration options you can use to define your environment. See the helm chart for more information.
  • Symphony now supports the installation of custom and non-standard Python packages using the helm chart.
  • You can now add formulas to data cubes to reuse them across multiple metric sets and calculate their results after aggregation. See Process Result.

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Installation Updates

When you configure Java Virtual Machine (JVM) options for your Visual Data Discovery connectors, do not use the additionalJavaOpts section in the Helm chart, as it sets the _JAVA_OPTIONS environment variable. This global variable is not reliably visible or predictable across environments. For more information, see Data Discovery Service Values.

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Account Lockout Messaging

A new configuration setting, Account Locked Logon Failure Reason , is now available in new and upgraded Symphony environments. The default setting of Unrecognized Credentials is applied to new installations of Symphony. Locked out accounts see a message that the credentials were not recognized without exposing the existence of the actual account. Alternatively, select Excessive Log On Failures to return a message that too many logon attempts have been made. This is more suitable for environments that support only internal users to aid in troubleshooting log on errors. If you upgrade to this version of Symphony from an earlier release, this is the default setting until you change it.

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Free-Form Widget Placement on Dashboards

You can now switch the layout of a Visual Data Discovery dashboard between Responsive and Free-Form Layout. When you enable Free-Form Layout instead of Responsive layout, you can adjust your dashboard layout with finer-grained control. Adjust your widget sizes and placement, then save your changes to the dashboard.

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Scheduled Dashboards and Reports (Visual Data Discovery)

You can now select a Delivery Method for your scheduled dashboard reports and scheduled reports to include email and SFTP in environments where you allow external users to receive these scheduled deliveries.

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Embedded Source Events

Use the event listener composer-source-copied to listen for and react to the even of copying a Visual Data Discovery source in your embedded environment.

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Elasticsearch Support

Elasticsearch now supports versions 8.1 to 8.17.