Changelog

We’re excited to introduce the latest BI Book release, which includes BI Book AI Agents and a range of UI and technical improvements.

BI Book AI Agents

From now on, you’ll not only be able to chat with your reports’ underlying datasets, but also utilize AI Agents capabilities.

UI improvements

• We’ve eliminated button clutter on the Content page. All ‘Add’ actions (e.g. adding a report) are now available via the ‘Create’ button.

• For a better navigation experience, the open report is now clearly highlighted in the navigation sidebar.

  

• The redundant navigation controls at the bottom of the report have been removed. If needed you can enable it back in the Report settings

This release also contains several minor improvements, such as fixes to Event Logs filtering and others.

We hope you enjoy this new release!

Yours sincerely,

Team BI Book

We are pleased to announce that the new Planning package has been published to Microsoft AppSource.

• It will be automatically updated in your reports within approximately two weeks.

The new package focuses on:

• Enhanced user experience for smoother and more intuitive use

• Expanded customization options to better match your specific reporting needs

🎉New features:

✅New subtotal setting: On-hover font color for improved visibility

• Where to find: Visual → Subtotal Formatting → <subtotal-name> → “Hover state text color”

✅Font color in locked cells: You can now define the font color even for locked cells

• Where to find: Visual → Cells → Text formatting → “Locked Color”

✅Hierarchy-based row header colors: Set different background colors for row headers based on hierarchy levels

• Where to find: Visual → Row Headers → <subtotal-name> → “Background color”

✅Wider row headers: Increased maximum width for row headers when Auto width is turned off

✅Enhanced locked cell functionality when applied to visuals with three-level hierarchies in rows.

Additionally, we have added a new parameter in the writeback visual settings API version.
For now, this parameter must remain set to “Default”.

🐛Bug fixes

• Fixed issues related to rendering mode anomalies.

• Fixed an issue where a calculated column based on a value measure containing special characters in its name did not work correctly.

• Fixed an issue where edited cell formatting was not applied when a formula was used in subtotals.

• Fixed an issue where comments were not added or saved for recently edited cells.

• Fixed an issue where, when row header width was not set to Auto, the total columns became excessively wide.

What is next

We are focusing now on Planning Optimization - Part 2, which aims to reduce rendering time.

Sincerely yours,

Team BI Book

We’re excited to announce a new BI Book release featuring process enhancements, technical improvements, and important bug fixes.

New in-app support messenger

Our new Featurebase-powered support messenger is here to help with any questions you have about using BI Book.

The support messenger allows you to:

✅ Chat and get help on how to use BI Book
✅ Access help articles directly from within BI Book
✅ View the changelog to stay informed about the latest updates

Netvisor Activation Flow Changes

• Revised activation flow for smoother and more straightforward experience.

New Activation Flow for Procountor

• Possibility to activate BI Book directly from the Procountor Store.

Hubspot: new optional scopes

• From now on it will be possible to retrieve data from Projects object via Hubspot integration

🐛Bug fixes

As part of this release we’ve done quite many bug fixes. The most notable ones are:

• When refreshing BI Book reports, the refresh gets stuck and refresh_status "waiting" is displayed - fixed

• Exporting link to pages report that is based on RLS report results into error - fixed

• Fixes to the event log display

We hope you enjoy this new release!

Yours sincerely,

Team BI Book

We're delighted to introduce the latest update to BI Book, bringing substantial improvements, new features, and important fixes.

Major Updates

Planning Optimization

Improvements include optimized handling of unsaved changes, significantly enhancing performance and responsiveness:

• Changes are now processed directly, reducing the necessity of visual memory storage.

• Reminder: Unsaved changes will be lost upon switching pages.

Enhanced User Interface

The Planning UI has been revamped for consistency and improved usability:

• Theme selection now ensures a consistent look and feel across the application, including cells, subtotals, header formatting, and other UI components. All UI elements have been revised to enhance usability and provide a simplified, minimalist experience.

• Adaptive resize of modal windows based on screen dimensions for a seamless experience.

• Refined the user experience for multiple features, including improvements to the copy-by-dragging capability, resulting in smoother and more intuitive interactions.

(1) To save time on visual formatting, select one of the available pre-made themes from Table formatting

(2) Themes control the appearance of key elements such as subtotals, grand totals, cell styles, edited cells, calculated column backgrounds, and locked cells.

(3) If the selected theme doesn’t meet your preferences, you can customize the formatting at any time in the visual settings.

Rendering Configuration

New options have been added for row loading modes, giving users flexibility:

• "Progressive" loading by scrolling (default setting).

• "Load All at Once" for immediate display.

• "Specify Initial Row Count" to customize the initial load amount.

Bug Fixes

We've resolved several important issues:

• Fixed infinite loading when applying suggestions to a range containing calculated cells.

• Resolved navigation issues after user input.

• Fixed conditional formatting for cases where the measure name contains a special character.

• Resolved performance issues in the "Suggest All" feature, with additional enhancements planned.

• Improved stability to prevent the visual from jumping after most actions (e.g., suggestions and allocations). A small number of edge cases still cause the visual to scroll to the top.

Known Issues

For full transparency, here are existing issues under review:

• Column width adjustments with "Auto Width" disabled may not respond correctly.

• Undo (Ctrl+Z) occasionally behaves incorrectly in certain editing contexts, such as after using the copy feature or applying suggestions to row or column subtotals.

• Specific rendering modes exhibit anomalies in specific use cases.

  • “Load all at once” issue where collapsing all levels causes rows to seem to disappear:

Expanded:

Collapsed:

• “Progressive load” issue: When the rendering mode is set to Progressive (default) and there are unsaved changes while not all rows are loaded (e.g., the user hasn’t scrolled down yet), scrolling down to load additional planning rows can cause UI issues:

  • 

• Calculated columns feature does not work properly if the value measure has a special character in its name.

• If a cell has just been edited and the user adds or edits a comment, the comment is not saved.

• After applying a formula to a range of row subtotals, the underlying cells do not show the “edited” cell formatting.

What is next

• Over the next two weeks, we’ll focus on polishing this version of the visual and fixing the bugs listed under “Known issues.” In parallel, we’ll begin Planning Optimization – Part 2, which aims to reduce rendering time and is expected to take approximately 1–1.5 months.

Thank you for your patience!

Team BI Book

We're thrilled to introduce a new functionality to BI Book that enhances both security and user convenience.

New Feature: One-Time Passcode Login

• Simplified Login Process: Users can now log in using a one-time passcode, adding a convenient alternative to existing methods.

• Improved Accessibility: Ideal for those lacking or opting against third-party SSO services, and perfect for external stakeholders who don't possess full organizational accounts.

• Company Domain Availability: Currently, this feature is available exclusively for login attempts tied to specified company domains. Future updates will extend this availability to general BI Book logins at get.bibook.com or bibook.com.

Want to Learn More?
For detailed usage instructions, feel free to visit our Help Article.

We value your feedback and encourage you to explore this update.

New Feature: Public bookmark creation now follows report permissions

We are updating how public bookmarks work in BI Book to better align with Power BI Service and give you more control over shared views.

What is changing?

Until now:

• Any user with access to a report could create public bookmarks.

• Only Admins could delete public bookmarks.

From this release onward, public bookmarks are tied to Power BI edit permissions on the report.

New behavior

1. Who can create public bookmarks?
Users can create a public bookmark for a report if they have “Power BI edit mode” on that report via either:

• “Can edit” direct access, or

• A user group with “Can edit” access.

If a user does not have “Power BI edit mode” on a report:

• They can create private bookmarks only, as long as they have at least view permission on the report.

Important:
Even if the report itself does not have editing enabled in BI Book, users with “Power BI edit mode” permission can still create public bookmarks for that report.

2. Who can delete public bookmarks?
Users with “Power BI edit mode” on a report can delete that report’s public bookmarks.
(Admin rights are no longer required for this.)

3. What stays the same?

• The private bookmarks feature is unchanged.

• Any user with access to a report can still view all public bookmarks for that report.

🐛Bug fixes

• Bug fix: Tag filter layout on Store page

  We have fixed an issue where the Tag filter UI on the Store page broke when many tags were selected.

• Other small UI fixes.

We hope you enjoy this new release!

Yours sincerely,

Team BI Book