Release Notes 25.4
PERSONALIZED ANALYSIS AND ADDED SECURITY OPTIONS FOR POWER BI EMBEDDING
CXO 25.4 introduces Private Notes, which provide a dedicated space for personal observations and strategic thinking, and enhanced Power BI security controls for role-level access management.
Highlights include:
Private Notes for Personalized Analysis and Decision Preparation
Power BI Embedding - Multiple Roles for Enhanced Security
Personalized Analysis and Collaboration
CXO 25.4 introduces capabilities that transform how you work with financial data and prepare for critical business discussions. These enhancements enable you to maintain personal context alongside collaborative workflows, manage data security more effectively, and navigate your reports with greater efficiency.
Private Notes for Personalized Analysis and Decision Preparation
Private Notes give you a dedicated space for your personal observations, investigative work, and strategic thinking directly within your CXO reports—without affecting team collaboration.
Personal Investigation Space: Capture preliminary questions, document anomalies, and track follow-ups as you analyze data, keeping investigative thinking separate from team discussions until you're ready to share.
Presentation Preparation: Draft executive talking points, document decision rationale, and build context around key metrics that travel with your reports when exported to PDF for board presentations or investor briefings.
Flexible Access for All Users: Unlike public comments, which can be restricted by role or permission, everyone can write Private Notes. Even if your role doesn't permit editing public comments, you can still maintain your personal analysis layer.
Export Integration: When you export reports to PDF, your Private Notes are included, preserving your analysis for future reference, audit documentation, and creating presenter guides where data and narrative travel together.
For more information, see Private Notes.
Power BI Embedding – Multiple Roles for Enhanced Security
CXO's Power BI Control now supports multiple roles for Role Level Security (RLS), giving you greater flexibility in managing data access and permissions.
Advanced Security Management: Add multiple roles that are already defined in Power BI directly within CXO's Power BI Control settings, supporting more complex security requirements and organizational structures.
Streamlined Configuration: Use semicolon (;) as a delimiter to add multiple roles in the new "Roles" field, making it simple to configure sophisticated access controls without leaving your CXO environment.
Consistent with Power BI Standards: Leverage your existing Power BI role definitions seamlessly within CXO, ensuring security policies remain consistent across your reporting infrastructure.