Toucan 3.0
YouPrep documentationHelp centerGet a demo
  • Welcome
    • 👋Welcome to Toucan
    • ⚙️Technical resources
      • ⚙️Toucan stack
      • Setup mode
        • Toucan SaaS mode
      • ⚙️Security
        • Application Security
        • Source Code Quality
        • Global Security Practices
        • Security of Docker Images
  • TUTORIALS
    • 📊Getting Started : Embedded Analytics
    • 🤓Advanced tutorials
      • Embedding a story with user attributes
        • Dynamic filter with user attributes
        • Dynamic Tables
        • Dynamic Database
        • Dynamic Host
      • Using the HTTP API connector in advanced use cases
      • Using advanced syntax for SQL queries
      • Merging filters with our tool
      • Deep customization chart (CSS)
        • Homepage customization
        • Chart customization
        • Dashboard customization
  • Data Management
    • 🧮Overview of Data In Toucan
    • 📡Datasources in Toucan
      • 🔌Managing Connectors
        • 🔌Creating, editing and deleting a connector
        • 🔌Set up OAuth2 credentials for your platform
        • 🔌Setting up a connector
          • 🔌Generic Connectors
            • 🔌Setting up an HTTP API connector
            • 🔌Setting up an ODBC Connector
          • 🔌Database and data warehouse Connectors
            • 🔌Setting up an AWS Redshift Connector
            • 🔌Setting up a Snowflake Connector
            • 🔌Setting up a PostgreSQL Connector
            • 🔌Setting up a Google Big Query Connector
            • 🔌Setting up an AWS Athena connector
            • 🔌Setting up a MySQL connector
            • 🔌Setting up a MongoDB connector
            • 🔌Setting up a Microsoft SQL Server connector
            • 🔌Setting up an Azure SQL connector
            • 🔌Setting a Databricks Connector
            • 🔌Setting up a ElasticSearch Connector
            • 🔌Setting up a Clickhouse Connector
          • 🔌Online services connectors
            • 🔌Setting up a Sharepoint Connector
            • 🔌Setting up a Google Sheets Connector
            • 🔌Setting up a Salesforce Connector
            • 🔌Setting up a Hubspot Connector
          • 🔌Setting up an AWS S3 connector
      • 📁Managing Files
        • 📁Adding, editing and deleting local files
        • 📂Using advanced file settings
        • 📁Adding and combining remote files in Toucan
    • 🔢Datasets in Toucan
      • 🔢Stored and Live Datasets
      • 💿Managing datasets
        • 🔢Creating datasets
        • 🔢Editing, Duplicating and Deleting a dataset
        • 🔢Refreshing and Publishing Datasets
        • 📈Optimize data performance
        • 🗂️Adding indexes to stored datasets
        • 👩‍💻Code mode and single mode
      • 🛑Setting permissions on dataset
      • 🗃️Maintaining Data
        • 🗃️Tagging datasets
        • 🗃️Identifying datasets dependencies
        • 🗃️Set validation rules
    • 🧑‍🍳Preparing data
      • Overview of YouPrep™
        • 🎹Column header
          • Rename column
          • Duplicate column
          • Fill null values
          • Replace values
          • Sort values
          • Convert columns data types
        • Add
          • Add text column
          • Add formula column
          • Add conditional column
        • Filter
          • Delete columns
          • Keep columns
          • Filter rows
          • Top N rows
          • ArgMax
          • ArgMin
        • Aggregate
          • Group by
          • Add total rows
          • Hierarchical rollup
          • Get unique groups/values
        • Compute
          • Compute evolution
          • Cumulated sum
          • Percentage of total
          • Rank
          • Moving average
          • Compute statistics
          • Absolute value
        • Text
          • Concatenate
          • Split column
          • Extract substring
          • To lowercase
          • To uppercase
          • Compare text columns
          • Trim spaces
          • Replace text
        • Date
          • Convert text to date
          • Convert date to text
          • Extract date information
          • Add missing dates
          • Compute duration
        • Reshape
          • Pivot
          • Unpivot
          • Waterfall
        • Combine
          • Append datasets
          • Join datasets
        • Geo
          • Geographic dissolve
          • Geographic hierarchy
          • Geographic simplify
          • Prepare geo data (with basemap)
      • YouPrep™ Native SQL
      • Hybrid pipeline
    • ➿Managing variables in Toucan
      • ➿Variables hub
      • ♈Use variables in YouPrep™
      • ➿Easy reference to variables
    • 🧞Using advanced data concepts
      • 🧞Data personnalisation with user attributes
        • Connector setup with a user attribute
        • Database selection with a user attribute
        • YouPrep data filtering with a user attribute
        • Filter data in SQL with a user attribute
      • 🧞Advanced syntax for variables
      • 🧞Data cache
  • Visualizations and Layouts
    • 📺Apps
      • 📺Managing Apps
        • ➕Creating Apps
        • 📄Duplicating Apps
        • 🖨️Publishing Apps
        • 🚮Deleting Apps
        • ✍️Editing within an App
      • 🖌️Customizing Apps
        • Customizing chart color elements
        • Customizing the app's font
        • Adding Assets
        • Adding Glossary
        • Setting up, Managing and testing custom visibilities
        • Customizing the "no data error" message
        • Creating a dynamic background based on an Filter's column
      • 🏠Home
        • Creating the Home
        • Creating Tiles
          • Tile Dynamic Value
          • Tile Leaderboard
          • Tile Line
          • Tile Scorecard
          • Tile Bullet
          • Tile Heatmap
          • Tile PDF
          • Tile Video
          • Tile Image
          • Tile Text
          • Tile HTML
          • Tile Separator
      • ✨Stories
        • Creating a Story
        • KPIs
        • Narrative
        • Crossfilter
      • 📽️Filters
        • Managing Filters
          • Creating, reusing and editing Filters
          • Applying Filters
          • Unpinning and deleting Filters
        • Type of Filters
          • Dropdown
          • Checkboxes
          • Buttons
          • Date Range
          • Hierarchical
          • Slider
        • Templating from Filters' values
        • Dependant Filters
      • 📈PDF Report
      • 🎡Datawall
      • 🏗️Dashboard Builder
        • Create a Dashboard Builder
        • Embed a Dashboard Builder
        • Dashboard export options
      • 🌟MyFavorites
    • 📊Creating Visualizations
      • 🤩Viz Gallery
        • Barchart
        • Barlinechart
        • Bubblechart
        • Bulletchart
        • Circularchart
        • Funnelchart
        • Gantt chart
        • Heatmap
        • HTML
        • Leaderboard
        • Leaderboard Centered Average
        • Linechart
        • Mapchart
          • Configure a drill
        • Mediachart
        • Radarchart
        • Tablechart
        • Timeline
        • Versuschart
        • Waterfallchart
        • Score Card
        • Stacked Barchart
      • 🧠Common Chart Configuration
      • 💅Customizing chart colors
      • 🧞‍♂️Advanced chart configuration
        • Templating from chart's dataset
        • Add units, precisions and sentiments
        • Adding Tutorials
        • Add sparklines
        • Navigate with stories
        • Group informations in your stories
        • Multiple charts in one story
        • Manage dates
        • Customize tiles' sources
        • Add stars to tiles' title
        • Manage data order in your tiles
        • Navigate with tiles
    • 👩‍💻Embedding
      • 🔐Authentication
      • 🖇️Integration
        • Generate and manage embeds
        • Customize embeds
        • Embedding a Toucan App Using iFrames
        • Passing Extra Variables to Your Toucan Embed
      • ⚙️Embed SDK
        • Embed SDK Authentication
      • ❓FAQ
    • 🙋Self-Service
      • Self-Service Dashboard
      • Self-service PDF Report
  • Collaboration
    • ⏰Creating alerts
    • 📧Managing notifications
    • ➕Enriching a story with descriptions
    • 💌Sharing content
    • 💬Adding comments to stories
  • Administration
    • Page
    • ⚙️Instance Management
      • ⚙️Managing operations in SaaS
      • ⚙️Customizing your instance (whitelabel)
    • 👥Managing Users
      • 👥Users
      • 👥Managing user groups
      • 👥Managing user properties
      • 👥Setting up permissions and visibilities
    • 🌐Managing languages in Toucan (internationalisation)
    • 📈Monitoring Engagement with User Analytics
      • 🎛️How to Filter your User Analytics?
      • 🖥️Understanding your User Analytics Dashboards
  • Additional Ressources
    • 📚External documentation
    • 🚁Support for App-builders
    • 🆕Latest releases
      • 🎁2025 Releases
      • 🎁2024 Releases
      • 🎁2023 Releases
    • 🔧Troubleshooting
      • Troubleshoot:: DataHub
      • Cross-Site Cookies
      • How to :: read the inspector error
      • How to :: troubleshoot the toucan way
Powered by GitBook
On this page
  • December 25, 2023 - v118
  • New features 🎁
  • Improvements 🆙
  • Bug fixes 🐛
  • December 11, 2023 - v117
  • Bug fixes 🐛
  • November 27, 2023 - v116
  • New features 🎁
  • Improvements 🆙
  • Bug fixes 🐛
  • November 13, 2023 - v115
  • New features 🎁
  • Improvements 🆙
  • October 30, 2023 - v114
  • New features 🎁
  • Improvements 🆙
  • October 16, 2023 - v113
  • New features 🎁
  • Improvements 🆙

Was this helpful?

  1. Additional Ressources
  2. Latest releases

2023 Releases

Last updated 3 months ago

Was this helpful?

December 25, 2023 - v118

New features 🎁

Filters: can now be dependant!

You can now establish a connection between the values of one filter and the selection made in another filter. That is super useful for your end users to be able to select only the relevant filter values based on another dimension. For example, if you have a filter based on “Brands” and another based on “Countries”, by linking “Countries” to “Brands” you would only see the Countries where the Brand is present.

To achieve this, you need to use the "Filter rows" step in YouPrep to filter the input dataset of the "child" filter. .

Improvements 🆙

Chart edition

  • When selecting a chart’s type, the search is now autofocused by default

  • Changing the chart’s dataset (also relevant for tiles and HKPIs), the form is no longer reset. This improvement will even get better as “a smart reset” will be released soon 🪄

Bug fixes 🐛

Chart edition:

  • A column containing a null value in the first row of the dataset is not listed within the SmartEditor

  • Dataset columns were not listed due to the application of permissions (that shouldn’t be applied in the edition context).

Charts: various fixes on Waterfall, bullet chart, and circular chart

Filters:

  • Various fixes on checkboxes & sliders

  • Cannot use the default value when it is a number

App management:

  • Story duplication was broken

  • Story move within a chapter was broken

  • In an embedded app, the Send Home option doesn’t work

  • The custom color series are reset when changing themes.

Dashboard: A dashboard containing a hierarchical filter cannot be downloaded.

Administration: can't add an admin user to a group.

December 11, 2023 - v117

This release is dedicated to quality improvement while we are working on exciting new features for 2024 🥳!

Bug fixes 🐛

We fixed:

Filters: Can use default value with a number

Charts

  • Bubble charts (R metric and drill)

  • Linechart (manual events and color zones)

  • Waterfall: when clicking to drill, it changed bars' order

  • Can't save a crossfilter on HKPIs

App management

  • Impossible to link a tile to a story

  • Impossible to save a story with advanced units

Administration: Avoid potential vulnerabilities with version upgrades of our dependencies

Files management

  • Data is not displayed on the right sheet when having multiple data sheets

  • The file preview is loading indefinitely

Dashboard

  • Duplicate dashboard can't be modified

  • Display of table charts


November 27, 2023 - v116

New features 🎁

Filters: Welcome to the "Slider" filter

This new filter is a valuable tool for users who need to filter data based on dates. It also features an autoplay option that enables powerful storytelling capabilities.

Improvements 🆙

  • Fast dataset selection: Save time when creating new charts! The chart configuration form now automatically preselects the last dataset you used.

  • Filter’s additional variable with “All” selection: You can now refer to a filter additional variable even if the actual filter selection is on “All”

  • YouPrep date column filtering: You can now refer to a variable when making a “Filter rows” step on a date column

  • Datahub fast loading: Experience the revamped Datahub, which now loads up to 10 times faster, significantly improving your workflow efficiency

Bug fixes 🐛

Charts

  • Minor bugs on funnelchart, mapchart, HKPI, and tile value

  • No data was displayed when editing the type of chart to a tablechart

Collaboration: Send Home was not working

Administration: Viewer or Validator can’t create an embed tile but has access to the button

Filters:

  • Possibility to use dates in a dropdown filter

  • Filters could disappear when linked to a story that was deleted

  • Impossible to use columns with space in it

Data: Unnecessary page loading required after data operations


November 13, 2023 - v115

New features 🎁

  • Enhanced Visualization Creation: Enjoy a smoother, more interactive approach to crafting visual elements like charts, tiles, and filters.

    • Dataset Preview: When selecting a dataset for a visual element, you can now preview it to ensure you're using the right one.

    • Tabular Data View: Explore the data behind your charts with a tabular view of the chart's input dataset.

    • Effortless Dataset Editing: Experience seamless transitions when editing or creating datasets from charts. You'll be automatically redirected back to the visual you were configuring, eliminating the need for manual navigation.

    • Improved Consistency: Benefit from enhanced consistency between chart and filter creation, offering a more guided experience.

    • Modern Chart Configuration: We've updated the chart configuration panel to provide a sleeker and more contemporary user experience.

Filters need to be explicitly saved when created. Don't forget to hit the button "Save" for your Filters to work!

  • Duration format display: Now, you can showcase duration data (in seconds) with new formats including days, hours, minutes, seconds, and milliseconds, using the Precision feature.

  • Filters: No more scopes! We used to have what we called "App Filters" and "Story Filters". But we see that segregation to misunderstanding and could block some use cases. We're now simply talking about "Filters" and we can still pin them inside a story, with a dedicated UI that will bring a better user experience!

Improvements 🆙

  • Hierarchical Filter: We added the option "Only last level" to allow you to force your end-users to select the final level of a hierarchy, preventing them from stopping at intermediate levels when filtering visualizations.

  • Event Emitter System (Embed SDK): You can listen to a new event: chart:drill. It will allow you to set up customized actions through the SDK whenever a user makes a drill within a chart!

  • Datahub loading: Enjoy significantly faster loading times for your Datahub!

  • Dataset save: Save datasets, even with errors, for future reference and editing

Bug fixes 🐛

We fixed:

Charts: Various fixes on chart options that weren’t possible to save (drill, groups, etc.)

Dashboard Builder: Need to refresh a Dashboard Builder after saving it

Embeds: Embedded items are associated with the incorrect application

Filters

  • Date Range displays its default value

  • Filters are not applying Preview mode context

Alerts: Impossible to attach a story to an alert

User administration

  • Inconsistent User Permission behavior when editing it

  • Admin couldn’t create/update admin user

Workspace: Log out needs a refresh to be effective


October 30, 2023 - v114

New features 🎁

Smart Editor: “No aggregation” is now available!

While the Smart Editor simplifies data aggregation at the chart level, sometimes specific computations still require prior data preparation.

To make this process more explicit and avoid unintended changes to your dataset (such as changing your dataset’s sorting), we've added a "no aggregation" operator. It keeps your input dataset untouched in your charts and KPIs.

Please note: Using this operator ensures that no further aggregations apply to secondary values (e.g. targets, additional values etc.).

Improvements 🆙

You can now change the display order of App Filters easily, without having to unpin et pin them again!

Bug fixes 🐛

We fixed:

Data

  • Impossible to select a column in the permission editor

  • Not consistent Waterfall step (YouPrep) results

  • Dataset refresh blocked by other refresh operations not running

  • Random blank screens on Datahub

Charts: Couldn’t add an aggregation on the Bulletchart’s tile comparison option

App management: Duplicate an app resulted in a broken staging


October 16, 2023 - v113

New features 🎁

⚙️ Introducing JWKS (JSON Web Key Sets) support – a powerful feature that enhances your control and security over embed tokens in Toucan.

⚙️ Google BigQuery Authentication: JWT Support

Improvements 🆙

⚙️We've fine-tuned the token verification process to provide you with more insightful information: now, Embed Manager’s check token not only returns the user context but also provides warnings if privileges are set for non-existing apps

Bug fixes 🐛

We fixed:

Data

  • Error when trying to preview a custom SQL query from Snowflake connector

  • Permissions on datasets not duplicated when duplicating an app

  • PostgreSQL error when querying a table for which the same name is used on 2 different schemas

Charts

  • Wrong label used on Bulletchart

  • Cross filter not taken into account when arriving in a story

  • Targets not saved on Leaderboards

  • Tile’s source couldn’t display the dataset’s column through use of variables

  • Broken configuration of Mapcharts with zones

Filters: Date Range filter’s “Cancel” button closes its dropdown

User Management: In some cases, user rights were not given to the right application

Dashboard Builder: Overflowing preview of stories that could prevent from selecting it

Misc: Inconsistent font weight on Safari

With JWKS (), you can share multiple public keys with Toucan. This capability enables us to verify your embed tokens, which may be signed by various private keys on your end. This dynamic key rotation mechanism significantly bolsters the security of tokens that grant access to your Toucan analytics.

We're thrilled to announce the addition of (JSON Web Token) support for authentication in our Google BigQuery connector. This new feature empowers you to securely send JWTs to Toucan, enabling seamless and personalized queries of your Google BigQuery data warehouse. Learn more in our .

🆕
🎁
More information
here
JSON Web Key Sets
JWT
Documentation