Explore Release Notes

• Spotter has the following improvements:
  • You can now give users permission to coach Spotter for individual models, without allowing them to edit the models. To learn more, see Allow users to manage Spotter coaching.
  • When coaching Spotter, you can now add a natural language explanation for your changes. This context helps Spotter apply the same logic to future Answers. To try it, see Coach reference questions.
  • You can now directly add business terms to coach Spotter, from the Spotter - Business terms page. Previously, you could only add business terms after coaching with a reference question, from the Spotter - Reference questions page.
• Monitor alerts have the following improvements:
  • Monitor alert emails now display a visualization, the change from the previous time bucket, and the threshold condition.
  • You can now subscribe an entire user group to a Monitor alert, instead of adding one user at a time.
• Formulas have the following improvements:
  • For the formula aggregation function query_groups, you can now use a new syntax to define an optional include list: query_groups(column1, column2, column3). This syntax specifies a list of grouping columns that are included if they're present in the search query. Previously, you could only specify an exclude list or specify a fixed include list of columns that must be present in the search query. To learn more, see the ThoughtSpot documentation: Query groups
  • New formula functions are now available: Last_value_in_period and first_value_in_period. These functions are useful for semi-additive measures, which typically return a single value per time period rather than being additive across time. To learn more, see the ThoughtSpot documentation: Last_value_in_period and first_value_in_period functions
• Liveboards have the following improvements:
  • When you download a Liveboard as a PDF, you can now choose to exclude the cover and filter pages from the PDF.
  • Any defined row-level security rules now apply when you use the Explore button in a Liveboard, then apply a filter to the chart.
• The Liveboards and Answers list pages have the following improvements:
  • There's a new column for the number of views.
  • You can now sort by name, author, and views.
  • If you select the Yours tab to view only answers and liveboards that you created, Explore now remembers that preference the next time you open the page.
• Previously, any filter created on a model applied to every query based on that model. Now, you can use the apply_on_tables property in the model TML to define which table a filter applies to. Then the filter only applies to queries that include columns from that specific table. To learn more, see the ThoughtSpot documentation: TML for Models
• Updated the abbreviations for large number formatting in Japanese. The new format uses 千 for thousands, 百万 for millions, 十億 for billions, and 兆 for trillions.
• Explore now supports OAuth Client Credentials authentication for Snowflake.

The worksheet creator and editor have been disabled as part of the ongoing transition to models. All worksheets that you or Guidewire created will soon be migrated to models automatically in a future release. For new content, you can only create models, not worksheets. If you need to edit one of your existing worksheets before the bulk migration, you can convert the worksheet to a model.

Models are the new name for worksheets. Model creation is more visual and intuitive. The interface includes a drag-and-drop builder, a visual diagram of joins, and more intuitive editing. Otherwise, models function exactly like worksheets did.

• Fixed an issue in some Explore models where the Accounting Period formula added additional spaces between the month and year. The formula is now updated in the GW - Claim Loss Financial - Calendar Year and GW - Policy Financial Premium - Calendar Year models. The new formula is:

  if ( strpos ( monthname , ' ' ) > 0 ) then concat ( substr ( monthname , 0 , strpos ( monthname , ' ' ) - 1 ) , ' ' , yearid ) else concat ( monthname , ' ' , yearid )

  If you created your own models based on these models, you can update them with the new formula.
• Added the Policy Base State column to the GW - Claim Loss Financial - Calendar Year and GW - Policy Financial Premium - Calendar Year models. If you created your own models based on these models, you can update them with the new column.

  Model column name	Description	Source table name	Source column name
  Policy Base State	State location where the policy period is based.	efr_dim_policyperiod	tn_basestate

  The models already include the State column from the efr_dim_region dimension, but it was sometimes unreliable; If a transaction doesn't link to a policy location it has a region of nokey. You can now choose between Policy Base State and State, depending on your use case.

• Updated the YTD Written Premium by Policy State chart in the Policy Premium Analysis Liveboard. It now uses the Policy Base State column instead of the State column. If you created your own Liveboard based on this Liveboard, you can update it with the new column.

• You can now add KPIs to your watchlist directly from a Liveboard or Answer. On the KPI, select More > Add to watchlist.
• When creating a Monitor alert, you can now select a specific time zone instead of using the default UTC time zone.
• You can now create Monitor alerts for specific attributes. They can be threshold-based or scheudled. To try it, select one of these alert types: Values of an attribute crosses a set limit or Regular updates on values of an attribute.
• To bulk edit a model's column properties, you can now export a CSV file, edit it, and import the changes. To learn more, see Bulk edit model column properties.
• You can now reorder parameters on Liveboards or Answers. Previously, you could only reorder filters. Click and drag a parameter to move it.
• When creating Answers in the Search Data screen, you can create a new formula based on an existing formula. Next to the formula name, select More > Make a copy, then edit the new formula.
• Liveboard tabs now only display relevant filters and parameters for that tab.

Documentation about the Explore for Claims Financial Reporting Liveboards, Answers, and models (Early Access) is now available. See Explore for Claims: Financial Insights content.

The Explore for Claims data dictionaries now include the source table and source column for each model column. If the column is a formula, the formula expression is also included. There are now separate PDFs for each model.

The Explore for Policy data dictionaries now include the source table and source column for each model column. If the column is a formula, the formula expression is also included. There are now separate PDFs for each model.

• From the Answers and Liveboards library, you can now:
  • Sort by Last Modified
  • Filter by All or Yours
  • Export an Answer or Liveboard as TML without opening it. Select the check box next to its name, then select Export TML.
    Note: . These new options are available from Answers and Liveboards pages as well as the Library section on the home page. To use them, you must have enabled the new navigation and home page experience.
• When creating a KPI with a percent change comparison to another point in the past, you can now choose a custom point in time. For example, for a "Weekly open claims" KPI you can choose to compare this week's count to "7 weeks ago."
  
  
• When adding conditional formatting to a chart or table, you can now:
  • Use Column-based conditional formatting to compare a column’s measures to another column. For example, if you search for claims this year compared to claims last year, you can highlight where there were fewer this year.
  • Create multicolor gradients for conditional formatting in the following charts: Geo heatmap, geo area, heatmap, and treemap charts.
• You can now run change analysis on queries that contain group aggregate expressions.
• If you use the ThoughtSpot Connected Slides add-on for Google Slides, you can now:
  • Schedule daily, weekly or monthly updates of all visualizations in your Google Slides presentation
  • Create personalized views and tabs
  • See a timestamp that shows when a slide was last updated

• If you have the Tag Administration role, you can now delete and rename tags. Select the Answers or Liveboards page, then select Manage tags. Manage tags is also a convenient new place to create new tags and manage all tags in your environment.
• Fixed an issue where the KPI alert subscription failed to send alerts for changes in KPIs with single data points.
• Made the following Liveboard improvements:
  • Hover over legend items to highlight the corresponding data.
  • Hover over truncated legend items to see the full label name.
  • If charts are very small because of the size of the browser window, x- and y-axis labels are omitted because they were not readable. Now, hover over data points to see their values.
  • Updated Liveboard breakpoints so that charts are more readable no matter the width of your browser window.
  • Made the Liveboard header narrower, leaving more space on the screen for the data.
• When you download a custom calendar to use as a template, you can now download it without actually creating the calendar in Explore. In the calendar creation window, fill out the calendar settings, then select Download as CSV instead of Create. After it downloads, select Cancel.
• If you use the ThoughtSpot Connected Sheets add-on for Google Sheets, you can now update a sheet with the latest data without having to enter the search query again. Select the Get data button.

This release note update is an addition to the August 27, 2024 release notes.

• It's now easier for Sage feedback reviewers to find a specific piece of feedback. You can sort and filter columns in the list, or search by Worksheet, Feedback provider, or Edited by. Try it by going to Data > Sage Feedback - Queries or Sage Feedback - Fragments.
• Added the keywords of and percentage of. Use these keywords to ask questions related to mix, contribution, share of, percentage, and total ratios. To learn more, see the ThoughtSpot documentation: Keywords “of”, “percentage of”
• Added the formula functions first_value and last_value, and support using them with semi-additive measures. Use these functions to return the first or last value from a defined partition. To learn more, see the ThoughtSpot documentation: Semi-additive measures with first_value and last_value functions

• You can drill down on specific columns in a contextual change analysis. Right-click on an attribute value in the change analysis, then select Analyze "<value>".
• For note tiles in Liveboards, you can now format text and change the background color.
• Images within note tiles are now responsive to screen size.

• You can now see which data sources are used in a Liveboard. Open the Liveboard, then select More > Show Liveboard details.
• When a user with edit permissions for a Liveboard runs a change analysis and customizes its attributes, the customization now saves for every user. After that, everyone who runs a change analysis on the Liveboard sees the custom attributes by default. They can still change the attributes. To try it, run a change analysis on a Liveboard that you have permission to edit, then Customize attributes > Apply for all users.
• When you share a Liveboard by email on a regular schedule, you can now choose Microsoft Excel (XLSX) format in addition to the existing PDF and CSV options.
• The Sync feature now supports Microsoft Excel.
• When you create a pipeline using the Sync feature, you can now select a preview link to preview the results in a new tab.
• Fixed an issue where users without edit permissions for a Liveboard couldn't use its filters if the Liveboard had a hidden column.

• Added the keywords of and percentage of. Use these keywords to ask questions related to mix, contribution, share of, percentage, and total ratios. See the ThoughtSpot documentation: Keywords “of”, “percentage of”
• You can now customize the tooltip that appears when you hover over a data point on a chart. Select Edit chart configuration > Settings > Edit tooltip, then select which fields to include in the tooltip. For example, you can help users focus on the most important information by removing some fields from a complex tooltip.
• You can now push data from an Answer without saving the answer first.
• The Sync feature now supports Google BigQuery. You can push data from Explore to your Google BigQuery cloud data warehouse.
• When an error prevents data from loading in a search or in an Answer, you can now select Copy error details to download a file with more information about the error. Send the file to your administrators to get help.
• In the data panel on the Search data page, you can now quickly open the Column information window by selecting a column.

• Verified liveboards are now marked on the Home screen and Liveboards list, so that it's easier to filter and find them.
• You can drill down on specific columns in a contextual change analysis. Right-click on an attribute value in the change analysis, then select Analyze "<value>".
• When there is a null or missing value in a line chart, you can choose to represent it as a line break or average of the closest values, rather than as zero. Select Edit chart configuration , then select the axis you want to edit. Under Line display format for missing dates, select a display option.
• When you rename a table column in an Answer, the new name now appears on tooltips, legends, and chart configuration menus. The new name doesn't affect the underlying Worksheet.
• If you filter a KPI before creating a Monitor alert for it, the filter is applied to the Monitor alert. You no longer need to save the filter to the Liveboard.
• Changed the location of the formula and parameter editors on the Search data screen. At the top of the data panel, select the Category or A to Z view, then select + Add.

• When you run a change analysis, Explore provides more than one insight, if possible. In previous releases, it provided only one insight. Look for More insights below the chart.
• The pie chart is now called the donut chart.
• The ability to add footer text and a logo to Liveboard PDF exports has been removed. This change resolved an issue with misaligned footers.