Causal updates
Causal updates
causal.app

Scheduled Maintenance: Sunday 19 Feb 2023 8am GMT / 3am EST / 12am PST

 

Improvement

  

Causal will be offline for scheduled maintenance for about 1 hour on Sunday, 19 Feb 2023 8am GMT / 3am EST / 12am PST

Sort by category item value on a variable

 

New

  

You can now sort by category item value on variables in the spreadsheet. For example, if you have Spend broken down by Vendor, you can quickly sort from biggest to smallest vendor.

Choose to sort based off the values for the Entire Model Period, or just the Last Actual Date, and choose Descending/Ascending order.

Find this setting in the "More Options" menu on a variable, or ⌘/ctrl + 4.

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Scheduled Maintenance: Sunday 29 Jan 2023 8am GMT / 3am EST / 12am PST

 

Improvement

  

Causal will be offline for scheduled maintenance for about 1 hour on Sunday, 29 Jan 2023 8am GMT / 3am EST / 12am PST

Data aggregation function

 

New

  

We've introduced a Data Aggregation function to determine how Causal rolls up values from data sources. This is usually always going to be Sum (our default), but there are examples where you might want it to be Average, Initial, or Final instead - so we've added these as additional options for you.

For example: if you have daily cumulative data in your data source, and are pulling that into a weekly or monthly model in Causal, Sum wouldn't make sense (as that would be adding multiple cumulative numbers together), so you might choose Final instead.

You can find this setting in the right-click menu on variables connected to data. See our docs for more info here.

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Configurable exports

 

Improvement

  

Exports are now a lot more configurable: you can choose to export specific Versions, Views, Scenarios, and choose which model or linked models you want to export. See our docs here for more info! Exporting a View is handy if you want to export specific info only (e.g. specific scenarios/variables/time periods/categories).

Exports should also be a lot more reliable, especially for larger models.

Note: we have only released this revamp for our raw CSV format so far. Coming soon: Formatted export (.xlsx), external syncs (Google Sheets, Snowflake and Webhook), Formula export.

PS: we will keep our old exports around until we add these (gear-icon ⚙️ in top-right of spreadsheet).

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Custom unit formatting

 

New

  

You can now set custom unit formats for your variables, as well as set whether that unit is displayed before or after the number (prefix vs. suffix).

This should give you ultimate flexibility to visually distinguish the units of variables in your models (e.g. currencies, earnings multiples, ratios, time units etc).

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Export with Formulas to Excel

 

Improvement

  

We've made a few small improvements to our excel formula export - for example, you can now export formulas that use Cohorts!

Hide empty category rows in the spreadsheet

 

New

  

By popular demand - we have introduced a model-level setting to hide any category rows that are 0/empty for the visible model period. For example, if you had a variable Spend by Vendor, this setting would hide any vendors that didn't have spend in the model period.

This lives in model options (gear-icon top right of spreadsheet) and you can also access it via ⌘/ctrl+K.

This should make working with large, partially empty categories (e.g. Employees, Vendors) a lot visually cleaner, as you are seeing only what you need to see.

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Better handling of large category variables

 

Improvement

  

Any variables broken down by a category that has 8+ items (e.g. Salary by Employee, or Spend by Vendor), will now automatically preview the first 8 items only, and let you expand incrementally (or all at once by holding ⌘/ctrl) to see the rest.

This should make working with large categories a lot visually cleaner, and take up less of your screen real-estate.

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Summary of selected cells

 

Improvement

 

Fix

  

Summary of selected cells is back after a temporary hiatus, and now displays in the relevant unit (e.g. $, %).

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