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Improvement
a year ago

Transactional Details UI Refresh

What’s new
We’ve refreshed the Transactional Details panel to make formulas easier to read, datasets simpler to navigate, and added filters for in-modal analysis—no downloads needed.

Why?
Transactional details were difficult to interpret, especially during demos or when explaining numbers. Formulas looked cluttered, navigating datasets was clunky, and there was no way to quickly analyze data within the panel. This modal hadn’t been updated in years and it looked outdated.

How does it work?
  • Variable descriptions: If defined in the model, descriptions are now shown for additional context.
  • Clearer formulas: Formulas are displayed using the same visual formatting as in Models.
  • Dataset tabs: Each dataset is organized into tabs instead of using a radio button.
  • Measure and filters overview: See which measure and filters are applied directly above the dataset table.
  • Open Dataset button: Quickly jump to the full dataset viewer.
  • Table filters: Analyze data directly within the modal by applying filters—no need to export to Excel for quick checks.