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Release Notes TABLE OF CONTENTS 1 SECURITY ............................................................................................................................... 3 1.1 USER MAINTENANCE ........................................................................................................... 3 1.1.1 Exceptions ................................................................................................................. 3 1.2 ROLE MAINTENANCE............................................................................................................ 4 1.2.1 Data Request ............................................................................................................. 4 1.2.2 DataBook ................................................................................................................... 4 1.2.3 Organization ............................................................................................................... 4 1.2.4 User............................................................................................................................ 4 1.3 ORGANIZATIONAL KEY GROUP MAINTENANCE ....................................................................... 5 1.3.1 Managing Organizational Key Groups ....................................................................... 5 1.3.2 Assign values to Org Key Group ............................................................................... 6 2 DATA ARCHITECTURE .......................................................................................................... 7 2.1 2.2 2.3 3 ROOT DATABOOKS ............................................................................................................... 8 3.1 3.2 4 DATA CONDUITS .................................................................................................................. 7 MASTER DATABOOKS .......................................................................................................... 7 LIBRARY MAINTENANCE ....................................................................................................... 7 ROOT DATABOOK DISPLAY .................................................................................................. 8 CREATING A ROOT DATABOOK............................................................................................. 9 DATABOOKS – GLOBAL CHANGES .................................................................................. 11 4.1 OVERALL APPEARANCE & FUNCTIONALITY .......................................................................... 11 4.2 FILE MENU OPTIONS.......................................................................................................... 12 4.2.1 Save and Save As ................................................................................................... 12 4.2.2 Export ....................................................................................................................... 13 4.2.3 Save as Image ......................................................................................................... 13 4.2.4 Root DataBook ......................................................................................................... 13 4.2.5 Configuration XML ................................................................................................... 13 4.3 USER PREFERENCES ......................................................................................................... 13 4.4 FIELD SELECTOR ............................................................................................................... 14 4.5 GROUPING AND SORTING................................................................................................... 15 4.6 FILTERING ......................................................................................................................... 15 4.6.1 Value Selection ........................................................................................................ 15 4.6.2 Boolean (and/or) Filtering ........................................................................................ 16 4.6.3 Advanced Grouping ................................................................................................. 17 4.7 LOCKING FILTERS, SORTS, AND GROUPS ........................................................................... 18 5 DATABOOKS – DATA TAB .................................................................................................. 19 6 DATABOOKS – GRAPH ....................................................................................................... 21 7 DATABOOKS – SUPERPIVOT ............................................................................................. 22 8 DATABOOKS – EVALUATE ................................................................................................. 23 9 POWERFIELDS ..................................................................................................................... 24 9.1 EXPRESSIONS ................................................................................................................... 1 24