EAP release notes: row and column table tagging and automatic saving

Released on 30 June 2026.

This release brings two big changes to everyday work in Vicosight: you can now tag financial statement tables a whole row or column at a time, and the section editor saves your changes automatically, without manual locking or drafts. Alongside these, we've added search to the taxonomy browser, table-level root abstracts and preferred label roles.

What's new

Tag tables by row and column

Primary financial statements are made up of large tables, and until now every numeric cell had to be tagged one at a time. We're pleased to introduce structural table tagging. You can now select a whole row or column, choose a concept from the taxonomy browser, and apply it to every numeric cell in that row or column in one action. Each cell still becomes its own individual fact, so nothing changes in the output: you simply get there much faster.

How it works

1. Select a row or a column in a financial statement table.
2. Select a concept in the taxonomy browser.
3. Click Apply tag.

Every numeric cell in the selection is tagged. Labels, headers and other non-numeric cells are skipped, and if a cell is already tagged you're asked before anything is replaced. The period and unit of each new fact are set from your project defaults, and Vicosight checks that the period fits the concept you chose.

The same structural selection works for maintaining facts you've already tagged. Select a table, row or column and the Inspector shows a bulk editor for all the facts inside it, where you can update decimals, scale, format, unit and period dates in one go. If some facts can't take the change, for example because the period doesn't suit their concept, you're told which ones weren't updated.

Looking ahead

Next, we're adding period settings at row and column level, so the facts in each column pick up the right period automatically, together with visual cues that show which cells, rows and columns are already tagged.

Automatic saving in the section editor

Previously, editing a section worked like a check-out and check-in system: you locked the section, worked in a draft, and then had to remember to click Save Version and Unlock or discard your draft. Colleagues couldn't see your work in progress until you did, and sections could stay locked to someone who had forgotten to release them. We've simplified this so that the section editor behaves like a modern document tool.

• Your changes save automatically as you type, and the editor shows Changes are saved automatically.
• There's no manual locking or unlocking. A section is locked only briefly while you're typing and unlocks by itself as soon as you stop, so sections no longer stay locked by mistake.
• Everyone with access to a section sees the latest work in progress, rather than waiting for a new version to be saved.
• The Discard draft option has gone. To go back to earlier content, promote a previous version from the section's history.

Finding concepts in the taxonomy browser

Building on the concept details we added to the taxonomy browser in the previous release, you can now search it. Search by label or by technical name, and narrow the results by the concept's data type and period type, so you can get to the right concept without expanding the tree by hand.

Root abstracts and preferred labels

Since the 25 May release you've been able to assign a root abstract to an individual fact. You can now assign one to a whole table instead, for example "Statement of Financial Position", and every fact in that table follows it. If you tag inside a table that doesn't have a root abstract yet, Vicosight picks one from the concept you've applied and assigns it to the table for you. You can see the table's root abstract on the Presentation tab of the Inspector.

The same tab now has a Presentation Label Role selector, where you can choose how a concept is labelled in the presentation hierarchy: Standard, Total, Period Start, Period End or Net label. Only the roles that the taxonomy supports for that concept are offered, and you can return to the default at any time by choosing Standard Label.

Changelog

Tagging

New

• Tag every numeric cell in a table row or column with one concept in a single action.
• Update decimals, scale, format, unit and period dates for all facts in a selected table, row or column at once.

Improvements

• Removing or undoing a continuation that stays within one section now happens straight away, without a confirmation dialog. Changes that affect other sections still ask you first.

Taxonomy

New

• Search the taxonomy browser by label or technical name, and filter by data type and period type.
• Assign a root abstract to a whole table so that every fact in it follows the same statement.
• Choose a preferred label role (Standard, Total, Period Start, Period End or Net) for a concept on the Presentation tab of the Inspector.

Editor

Improvements

• Changes save automatically as you type, sections lock and unlock in the background, and everyone with access sees the latest work in progress.

Review

Improvements

• User avatars in Review now have better colour contrast, making them easier to read.