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Actiondesk Knowledge base
Actiondesk Product Updates
Actiondesk Product Updates

Actiondesk Product Updates

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Actiondesk is a spreadsheet software that lets you import and refresh data from SQL databases, Hubspot, Stripe and more.

Top priorities on our roadmap:

  • Being able to create a table with manual inputs, and not only imported data
  • Better error management for formulas
  • Basic collaboration

September 15th, 2020

Copy and paste CSV to a table

  • If you need to use data from a CSV, you can now easily paste this data into a user generated table in Actiondesk and mix it with dynamic data coming from your data sources

Onboarding flow

  • We now have a new onboarding flow to show new users the most important features of Actiondesk

Bug fixes and improvements 🛠

  • Fixed a bug that made impossible the edition of custom SQL query imports
  • Fixed many small bugs related to user generated tables

September 8th, 2020

👻 Hide column or row 👉

  • You can now hide a column or a row
    • Right click on a cell or on a column / row
    • Then choose Hide column or Hide row option
    • To unhide, simply click on the double arrow between the columns
  • Limitations
    • You cannot hide several columns or rows at the same time

Bug fixes and improvements 🛠

  • You can now rename the headers of a user generated table as well as notes columns
    • Limitation: Avoid renaming columns once you have computed columns or formulas using these columns. It will break things.

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September 1st, 2020

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👈 User generated tables 🏓

  • Previously, you could create a table only by importing data from a data source. You can now create a table from scratch and manually fill it
    • Right click anywhere and choose Insert table
    • Fill the table with data
    • To add a column, just write the title of the column on the right of the headers
    • To add a row, just write data in any of the cells right below the table
  • Current limitations
    • You cannot rename the headers, we'll fix that asap
    • You cannot copy and paste data into the table

Bug fixes and improvements 🛠

  • Fixed a bug that prevented users from editing a SQL imported table ✅
  • Fixed one display issue with data overlaps ✅
  • Fixed various bugs linked to the Notes columns feature that we released the week before ✅
  • Fixed a bug that led to formulas not working when inserting a column. ✅
  • Fixed a bug where aggregation formulas were displaying "..." forever if you made a syntax mistake in the column reference. It now returns an ERROR ✅

August 25th, 2020

Notes columns 🗒️

  • Previously, you could only add calculated columns
  • Now, you can add a column and write text or numbers in it.
  • What you write in these columns will always stay associated to the right record, even when you data refreshes

Limitations:

  • This won't work for tables created before we shipped the feature, only for new tables
  • For it to work, you need to make sure you import the primary key field of your table (generally the id for SQL, vid for Hubspot contacts, dealid for Hubspot deals, etc)

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Bug fixed and improvements 🛠

  • Fixed problem that prevented the editing of SQL query imported tables ✅
  • Fixed a bug that led to problems when editing a Hubspot imported table ✅
  • Copy paste Improvements: You can now select a range and paste it over a bigger range ✅
  • Fixed bugs that led to wrong data returned when filtering tables ✅
  • If you delete a column or row of which some cells were referenced in formulas, the formula will now return an error and you'll have a REF! instead of the referenced cell ✅

August 11th, 2020

Insert / Delete column and row 👀

  • You can now insert a row, insert a column, delete a row, delete a column
  • Just right click on any cell / column / row and you'll have the various options available
    • Insert 1 column left
    • Insert 1 column right
    • Insert 1 row above
    • Insert 1 row below
    • Delete column
    • Delete row

Desktop app 🖥

  • Brand new desktop app for Windows, Mac, Linux. Download it here

Bug fixed and improvements 🛠

  • Fixed a bug that led to not being able to select a column from another sheet when this column was the same column as the one where you're writing the formula ✅
  • Fixed a bug with the cut paste that led to some problem when copying and pasting something right after having cut something else ✅

August 4th, 2020

SQL: Support for private schemas 👀

  • If you have tables you need to use that not in the public schema, you can now use them as well
  • They will appear in the dropdown "choose your table" prefixed with the schema name: schema_name.table_name

New formulas 🧮

Bug fixes and improvements

  • Fixed a bug that led to the error message you already have a spreadsheet with this name when entering in the sheet title, doing nothing and pressing enter (or clicking anywhere else) ✅
  • When you cut and pasted a range containing empty cells, it pasted a 0 instead of an empty cell. This is now fixed ✅
  • Fixed a bug that led to the formula bar being empty when you were pressing escape on a cell containing text or a formula ✅
  • Fixed an issue that led to a cell appearing empty if you applied the % format on an empty cell and then wrote on it ✅
  • Fixed a bug that led to empty dates appearing as Invalid date for hubspot imports ✅
  • Fixed an issue that made the selection of a column not possible when editing an existing formula from the formula bar ✅

July 27, 2020

Copy and paste Unique 🤯👉

We're particularly excited for this feature which saves time and headaches in many cases

  • Right click on any cell of a column from an imported table
  • Select "Copy Unique"
  • Paste your unique values wherever you'd like

This is very helpful when you build a dashboard and want to do a conditional count, sum or average depending on one or several conditions

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👈 Include function

We're not going to lie, we're pretty excited about this one too 🤗

  • New function: INCLUDE(substring, string)
  • Include returns TRUE if the string contains the substring, FALSE otherwise
  • Include can be used in a computed column or in the spreadsheet

Bug fixes & Improvements

  • There was a bug where if you opened a sheet with formulas, but didn't open the sheet with the table that these formulas used, the formulas wouldn't compute. This is now fixed ✅
  • When entering in a non empty cell and pressing escape, the formula was empty. This is now fixed ✅
  • Cut paste a range with empty cells used to paste 0. This is now fixed ✅
  • Divided by zero used to return ∞, it now returns ERROR ✅
  • If you removed column from an import which was used in a computed column, it would bug your whole import. This is now fixed, the computed column will just return ERROR ✅
  • You couldn't select a part of text within a formula with your mouse, this is now fixed ✅
  • If you did Cmd + Z (Mac) / Ctrl + Z (Win) after pasting a range, it just removed one cell instead of the whole range. This is now fixed ✅
  • Sheets with more than 500 formulas tended to be slow, we did a fix for this and the performance is now similar to an empty sheet ✅
  • If you had an import with a filter, and you'd add or update a computed column and make an error, it would crash the sheet. We fixe ✅
  • If you were trying to count the number of cells empty in a column of a table where this column is a date (for example: the date entered columns in Hubspot deals), it would return systematically 0. This is now fixed ✅

🤖AI experimentation

  • This is not in production at the moment but we started playing with the GPT-3 API from OpenAI
  • It could power a "Ask me Anything" function, which given a question as an input would give you what you need.
  • See example where we ask the population of a list of countries 👉

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July 20, 2020

The past 5 weeks have been focused on stability, reliability and bugs fixing

We solved a grand total of 77 bugs in the past 5 weeks 🤯😓💪

Improvements and bug fixed on Hubspot integration 💾

  • Fixed bugs which lead to having empty columns with Hubspot with an account with more than 300 properties ✅
  • Fixed some issues linked to the import of Hubspot data which led to the import of data to be very slow 🐌(several minutes) for dataset of more than 50,000 records ✅
  • Fixed bug which led to formulas not working when Hubspot properties contained special characters such as :, ', or () ✅
  • Added Hubspot import: Owners
    • This is helpful if you want to lookup the full name or email of a deal or contact owner

Improvements made on the spreadsheet experience 🤓

  • Modified the table loader, see screenshot on the right 👉
  • Made improvements to the way aggregation calculations are made. Now when you change a parameter, only formulas that depends on this parameter will recalculate instead of all of them previously 🏎
  • Fixed a bug: when you were selecting a range with Cmd + shift + arrow (or control + shift + arrow for windows), and part of the range was out of the screen, the screen was not moving. It's now solved. ✅
  • Fixed a bug that led to some basic math operations (particularly ratios) to return ERROR ✅
  • You can now write formula names in small letters, it will work whereas it previously didn't
  • We now automatically close parenthesis if you forget a parenthesis in a formula both in the spreadsheet and in computed columns
  • Improved cut paste: There was some issues with the paste of the format that are now fixed
  • Fixed bug related to decimal formatting that led to users not being able to remove decimals from a calculation ✅

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Improvements made to aggregation formulas 🧮

  • Fixed a bug that led to aggregation formulas not calculating unless you opened the sheet with the raw data. ✅
  • Fixed many bugs related to aggregation formulas. It happened frequently that some formulas wouldn't return a result unless you refresh the page. It's now not happening again. ✅

Improvements on imports 💪

  • Fixed a bug with edit of imports which was not working properly anymore ✅
  • Fixed a bug that messed up the order of columns when you edited your import after having added a computed column ✅
  • Fixed a bug with led to the sheet not loading when adding a computed column after a filter. ✅

Error management 😓

  • If there's a problem with a filter, instead of blocking you, you'll get an error message saying the filter has encountered an unexpected problem. The filter will be removed, and you'll be able to continue working on your data.
  • If there'a an error with a computed column, or an aggregation formulas, it will now always return an error and not block you while working on your data.

Better management of null values 0️⃣

  • Previously, null values were appearing as zero. They now appear as blank
  • You can now do a condition test on null values. If the column "test_column" has some null values in some records, and you add a computed column with the formula =#test_column="" , these records will return true.
  • If you a calculation with null values, they'll be considered as zero. If "test_column" is null, then =#test_column + 1 will return 1

June 12, 2020

  • In the past two weeks, we mainly worked on:
    • Solving bugs linked to data imports and formulas
    • Putting in place a better infrastructure and tools on our end to solve bugs much faster.

June 1, 2020

New Hubspot integration

  • Connect your hubspot account to Actiondesk
  • Import deals, companies and contacts data
  • See demo here

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May 25, 2020

🔎 Lookup

  • You can now retrieve columns in one table from another table using a matching key
  • Tutorial here.

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May 18, 2020

🏎 Computed columns

  • You can now add a column to your imported tables and write a formula in this table using other columns from the table.
    • This formula will automatically apply to all the rows.
    • As your table refreshes with new data, the formula will automatically apply to the new rows.
  • You can edit just by entering in any cell of the column and changing the formula
  • You can delete a computed column by right clicking on any of the cell of the column and choose "Delete column"
  • Some use cases

New formulas

  • YEAR: returns the year of a specific date
    • Ex: YEAR(02/02/2020) will return 2020
  • MONTH: returns the month (as a number) of a specific date
    • Ex: MONTH(02/02/2020) will return 2
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May 11, 2020

Bug fixes & refinements

  • Fixed multiple bugs related to creation and edition of SQL query imports
  • Fixed multiple bugs that lead cells with content to appear empty when entering in them
  • Fixed multiple bugs that lead aggregation formulas to not return results

May 4, 2020

Bug fixes & refinements

  • Fixed a bug that led the input dropdown in the import menu to not be clickable
  • If you write a cell reference in small caps, it now works
  • Fixed a bug that led to duplicates in the filter by values component on dates
  • Fixed a timezone related bug that led to problems connecting databases for some users
  • Fixed a bug with the autocomplete component
  • We changed the "In between" filters operator on dates. It used to exclude the start and end dates. It now includes them.
  • Fixed a bug that led to the sheet freezing when doing cmd (or control) + bottom arrow and going to the bottom of the sheet
  • New "New sheet" button right by the tabs. Easier to access.
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New formulas

  • Countif, Sumif
  • Countunique, countuniqueif, and countuniqueifs

April 16, 2020

References between sheets 🔗

  • In formulas, you can now reference to cells, ranges, columns from imported tables from other sheets.
  • As Actiondesk doesn't have a concept of files, it means you can reference to any sheets that exist in your workspace 🤯

Significant performance improvements 🏎

  • There were lags when scrolling down an imported table. You can now easily scroll down thousands of rows without any lag.
  • You can import up to 100k records. Loading and computing of aggregation formulas will take 5-10 secs but it will work. We don't guarantee performance, but you can even try 500k rows
  • There were lags in the spreadsheet when you had more than 10 aggregation formulas, this has been fixed

Bug fixes & Refinements 🔧

  • When scrolling down on a table, you'll now still be able to access the filters
  • You now don't have to click on the arrow for filter by condition and filter by values, you can just click on the text
  • Fixed a bug that caused filter on date ranges to be inaccurate
  • Fixed a bug that caused filter in exact date to not filter
  • Fixed a bug that caused tab names not to be updated when renaming a sheet
  • Fixed a bug that caused columns from an imported table to be loaded not at the same time

March 30, 2020

Filters 😎

Here's a much improved version of filters:

Filter by values

  • Like in Google Sheets and Excel
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Filter on dates

  • Four date operators
    • Is exact date
    • Is after
    • Is before
    • Is between
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New integration SQL Server 🥳

You can now connect a Microsoft SQL Server, import tables and SQL queries into your Actiondesk spreadsheet

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Edit cell content from the formula bar 🤓

This was highly requested

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Tabs!! 😇

  • Have several sheets open
  • Toggle easily between them through bottom tabs
  • Coming soon: references between several sheets

March 16, 2020

Filters

Here's the first version of filters.

For columns that are texts, you can use the following filter operator:

  • Is Equal to
  • Is not Equal to

For columns that are numbers:

  • Is Equal to
  • Is not Equal to
  • Is greater than
  • Is greater than or equal
  • Is less than
  • Is less than or equal
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Over the next two weeks, we'll ship a v2 of this feature:

  • Filter by values like in Google Sheets and Excel
  • Filter on dates

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New functions

We've added four new functions:

  • ROUND, ROUNDDOWN and ROUNDUP: respectively rounds, rounds down and rounds up a number
  • PMT: Returns the periodic payment for a loan

Automatic fixed headers for imported tables

As you scroll down on the spreadsheet, headers of your imported tables will always be visible

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Bug fixes

  • It is now possible to copy a value from an imported table and paste it
  • Fixed other bugs related to copy pasting

February 28, 2020

Cancel last action through Cmd + Z (mac) / Ctrl + Z (Windows)

You can cancel any of following actions:

  • Writing in a cell
  • Editing a cell
  • Applying a format
  • Resizing a column or a row
  • Paste

Cut and Paste

You can now cut with Cmd + X (Mac) / Ctrl + X (windows). It currently only works for cells, not for ranges.

New functions

We've added the two following functions:

  • TODAY: Returns the current date
  • NETWORKDAYS: Returns the number of net working days between two provided days.

Also, you're now table to perform calculation on dates. For example =TODAY()+1

Aggregation formulas are now reactive

When you have an aggregation formulas where:

  • The criteria columns is a column from an imported table
  • The criteria is another cell

And when you change the parameter cell, now the formula will recompute automatically

Three new shortcuts

  • Open the left menu with Cmd + [ (Mac) / Ctrl + [ (Windows)
  • Open the right import menu with the shortcut Cmd + \ (Mac) / Ctrl + / (Windows)
  • Lock cells
    • Within a formula, you can toggle between locking the cell, locking the row, locking the column with Option + 4 (Mac) / F4 (Windows)

Insert and delete column and row

  • You can now insert a column, insert a row, delete a column and delete a row
  • Just right click on a cell or column / row and you'll have the options in thez