This topic provides details about the enhancements in Symphony 26.1.

• Add Metadata to Sources

• Simba Intelligence Field Metadata Updates

• Column-Level Security

• Report and Scorecard CSV Export

• Source Creation Updates

• Custom Export File Name & Dates

• Module Licensing

• Rank Group Function

• Interactivity Overrides

• Mapbox Style & Satellite Mode

• Numeric Ratios

• Text Formatting Updates

• Helm Chart Pull Policy

• Gateway API

• Upgrade Messages

• PDF Generation

• UI Improvements

• Dependency & Tooling Upgrades

• Spring Boot Updates

• Playground Upgrades

Add Metadata to Sources

This applies to: Visual Data Discovery

You can now add metadata at the field level to your existing Visual Data Discovery sources. This allows you and your users to add additional context to improve the understanding of this field. Use to add information such as data lineage or usage restrictions.

The field metadata is stored as a keyed pair of Property and Value in your Symphony environment. Use in several ways:

• As information consumed by an integrated AI tool: for example, Symphony Intelligence or other tool can read the information and interpret it without adding it to the visual.

• As internal information for users who can view the data in your source.

The metadata you define is available using the API, and exported with the source (JSON format); when you move, share, and copy or export your source to share with other Symphony environments.

Simba Intelligence Field Metadata Updates

This applies to: Visual Data Discovery

In Symphony environments that are integrated with Simba Intelligence, you can retrieve the field metadata configured at the index in OpenSearch and Elasticsearch as part of a describe API call. This can be used by Simba Intelligence to make appropriate decisions.

Important: You must have the appropriate licensing from insightsoftware to see this option.

Column-Level Security

This applies to: Managed Dashboards, Managed Reports

You can now set up column-level security for data cube output elements with customizable options to remove or mask values for the specified users or groups.

Report and Scorecard CSV Export

This applies to: Managed Dashboards, Managed Reports

Select a report or scorecard group when exporting to CSV to combine its header, row, and footer content into one file.

Source Creation Updates

This applies to: Visual Data Discovery

Source creation work area updates make it easier for you to add derived fields, hierarchies, upload translation files, and update field capabilities. Select an output node in the Source Creation canvas, and expand the Options menu to select and perform your task.

Custom Export File Name & Dates

This applies to: Managed Dashboards, Managed Reports

Enter a custom file name when exporting, with a placeholder available to position an added date.

Module Licensing

Simba Intelligence subscribers without the business intelligence feature licensing for other Symphony modules cannot access Visuals, Dashboards, or Reports UI or API calls.

Rank Group Function

This applies to: Managed Dashboards, Managed Reports

Use the new RANKGROUP function in formulas to group only by the specified hierarchies or rank without any grouping.

Interactivity Overrides

This applies to: Visual Data Discovery

Interactivity overrides have been updated to accommodate the updated source creation workflow.

Mapbox Style & Satellite Mode

This applies to: Visual Data Discovery

You can now enter a supported style ID when you define MapBox as a Tile Provider in a source for map visuals.

An additional option for display of map visuals, satellite mode, is available for supported map tile providers.

Numeric Ratios

This applies to: Visual Data Discovery

A new Ratio format is now available in the numeric format selector. Decimal values are expressed as a normalized ratio against one. For example, 0.5 renders as 1:2, 0.3333… as 1:3. This format is supported across all visuals that accept a numeric field.

Text Formatting Updates

This applies to: Managed Dashboards, Managed Reports

Culture-sensitive text formatting in certain areas has been updated to match newer formatting already applied for measure and time dimension settings. This can result in changes for certain languages such as removing a space before the % sign for English or minor date formatting differences when using chart axis settings or visualization keywords to apply formatting, for example.

Helm Chart Pull Policy

The default Helm chart pull policy for Symphony v26.1 and later is IfNotPresent. The default Helm chart policy for earlier versions is Always.

Gateway API

Use Gateway API for Kubernetes deployments as an alternative to Ingress.

Upgrade Messages

Application and warehouse database upgrade messages are now also recorded in the application logs for easier viewing.

PDF Generation

This applies to: Visual Data Discovery

The underlying component we use to generate PDFs, jspdf, has been updated from 2.5.2 to 3.0.1. This upgrade is compatible with most current browsers, excluding Internet Explorer.

UI Improvements

This applies to: Visual Data Discovery

Adjust your columns of truncated fields in the Visual Gallery, the dashboards and reports Library, and the Sources work areas in Visual Data Discovery . Select to drag and resize the width of the Name, Tags, and Data Source columns as you navigate among your resources.

Dependency & Tooling Upgrades

This applies to: Visual Data Discovery

Upgraded core dependencies for improved performance and security:

• Node.js to 20.12.0

• Yarn to 4.9.2 (Berry/Corepack)

• npm to10.5.0

• TypeScript to 5.4.0

• Jest-circus to 29.7.0 (replaces deprecated Jasmine)

Spring Boot Updates

This applies to: Visual Data Discovery

We have upgraded the underlying Spring Boot framework to 3.5.5 across the platform. This infrastructure update provides enhanced security compliance and compatibility with modern development standards.

Playground Upgrades

Playground has been updated with many of the latest features.