Aktuelle News aus der Microsoft Dynamics Welt und von TSO-DATA
Aktuelle News aus der Microsoft Dynamics Welt und von TSO-DATA
Aktuelle News aus der Microsoft Dynamics Welt und von TSO-DATA
31.01.2025

New Version, New Features: TARGIT Decision Suite January 2025

The January 2025 release of the Business Intelligence solution TARGIT Decision Suite includes four exciting new features that we would like to share with you.

Overview of New Features:

  1. Scheduled Tasks in Tabs: Improved overview and editing capabilities.
  2. Object Switching: New options for managing objects.
  3. Hide Criteria Bar: Ability to hide the criteria bar in TARGIT Anywhere.
  4. Copy Cell Value from Crosstab: New function to copy cell values.

 

In detail:

1. Changes to Scheduled Tasks in TARGIT

  • Overview of Scheduled Tasks: The overview of scheduled tasks has been moved from the file menu to the start menu.
  • Task Editing Dialog: The dialog for creating or editing scheduled tasks has been significantly changed. It is now tab-based and provides a complete overview of all task properties.
  • Advantages of the New Structure:
    • Complete overview of all task properties.
    • Ability to edit details of individual parts of the task.
    • Open multiple tabs for simultaneous editing and investigation.
    • Copy and paste schedules between different tasks.
  • Tasks as Documents: Scheduled tasks are now treated like documents, making it easier to edit and copy/paste between them.
  • Notifications: Notifications are now more visible and can be set up directly when adding a new scheduled task.
  • These changes are intended to improve the user-friendliness and efficiency of managing scheduled tasks in TARGIT. More info: Scheduled jobs in tabs

 

2. Trigger Option “Toggle Visibility”

  • Allows objects to be shown or hidden in the current dashboard.
  • Object names must be prefixed with a hashtag (“#”).
  • Actions: Show, hide, and toggle objects/groups.
  • Examples of Use:
    • Groups and menus can be shown or hidden together.
    • Export documents to Excel: Sheet names can be customized.
  • Notes:
    • Menu object properties are only accessible when the menu object is visible.
    • Multiple hashtag names for an object or group are possible.
  • More info: Trigger - Object Toggling visibility

 

3. Show/Hide Criteria Bar

  • Users in the Anywhere client can show or hide the criteria bar.
    • This is done via a small button at the top left of the dashboard.
    • The visibility of the criteria bar is a setting that should be configured per document by the designer.
  • Designer Settings:
    • Designer users can enable or disable the criteria bar in a document by right-clicking.
    • The “Show/hide Anywhere” option must be enabled.
  • More info: Show or hide Criteria Bar in Anywhere client

 

4. Copy Cell Value from Crosstab

  • Users can copy values or text from a single cell in a crosstab.
    • This is done by right-clicking on the cell.
    • The copied content can be used in other systems, e.g., as a search term in the ERP system.
  • Limitations:
    • The “Copy cell value” function does not work in the Safari browser.

 

Do you have questions about the TARGIT Decision Suite and the new features? Feel free to contact our experts.

TSO-DATA
Marlene Knaup | Jens Buermann
+49 (541) 13950
bi[at]tso[dot]de