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Hi interested typ,

You need to install the Mobile Server in case you are using our native BOARD Mobile app for IOS, that you can find at this address: BOARD Mobile on the App Store. Note that you will need a Mobile license type in order to access capsules from the mobile app.

The mobile capsule feature that you mention is specifically built to create capsules that can be consumed from our BOARD Mobile App. Opening them directly from the BOARD HTML5 WebClient on your mobile / tablet won't show any difference.

Using the BOARD mobile app on a IOS tablet gives a quite sleek experience, and in case of a corporate installation you can manage installation on company devices through MobileIron - but there are limitations to what you can do in terms of objects and configurations.

The mobile app is not deprecated but given the fact that you can use the HTML5 client on any mobile or tablet device, it's not as used as before BOARD 10 came out. Your approach at point 3 is what most developers prefer nowadays.

In the future versions of BOARD, an option for the automatic resizing of capsules (responsive rendering) will be made available, this will semplify even more using BOARD on mobile devices.

Hope this helps,

Michele

Hi Sebastian Gurt and Emanuela Dolce,

Just want to drop in a couple of lines about this topic as it's a very common scenario, so I thought i might add some context - as a general design principle, doing a DE on the total of a column algorithm will not be ideal as it generates a circular reference in the dataview calculation when "simulating" the change before saving the dataentry.

I tried to explain it in the graphical flow above.

When you execute the change in the HTML5 client, on the total of the column algorithm, the dataentry will return a "weird" value in the total itself. If you then save the dataentry, the BOARD engine will perform the correct split and splat on the cube where the values are reversed, and the total will match your data-entry value. (see the short video i've attached).

It might be confusing for the user to see their data-entry value change and then reappear, that's why i would go for the additional "total" dataview as mentioned before, it's a neat solution and doesn't require a lot of effort!

Hope this helps

Michele

Ciao Daniele Di Lorenzo,

As already suggested you can control the encoding of the file in the datareader protocol itself. The ETL will inherit the encoding of the file when executing so it wont be able to execute the formula properly in case of a mismatch, like in your specific case.

When having to deal with multiple files without knowing the source encoding, the best thing you can do is batch-convert them all into UTF8 and set all your readers to UTF 8, if you are on premise.

On the cloud you can still do this via an ETL tool or copying, converting and copying back via AZCopy tool

You can run this simple powershell command on a file

Get-Content .\test.txt | Set-Content -Encoding utf8 test-utf8.txt

This will convert any text file to a utf8 encoded file, whatever source encoding they have

Hope this helps 
Michele

Hi Malav Shelat

When restructuring a cube (changing structure or type) the data in the cube will be cleared and you need to reload it.

When you run the fast track, make sure you untick the "BigData" option when loading the data (see below screenshot)

If you want to extend the model with datapicker, rules, and extra functionalities, I would suggest that you create a datamodel from scratch (without using the fasttrack) and then convert the XLS data into a CSV file, and load it via ASCII protocol in the datareader section.

The Fasttrack is useful to quickly load data into a Board Datamodel but is not ideal if you want to extend what you created to a "project" level. E.g. loading an XLS file won't produce data-reader protocols if you need to reload the data.

Let me know if this helps

Thanks
Michele

Hi,

if you are using the Board HTML5 interface, you can simply use the sliding option on top-left of any table (dataview object) and click on the "Print PDF" button. Note that this option might be restricted for security reasons, in case you are not able to use it contact your BOARD system administrator.

On the BOARD Windows Client, you can click on the BOARD Icon on the top left of the screen, then select Export submenu and the Export to PDF option.

Hope this helps,

Michele

Hi Adam,

they are asking you to tunnel the connection through SSH - it's practically the same as installing a VPN connection.

You won't need to do anything in your BOARD Applications, just create first the tunnel and the ODBC pointing to the redshift nodes.

I suggest you to follow this guide:

Setting up SSH Tunneling - Windows - High Performance Computing at NYU - NYU Wikis 

(the page is taken from a University wiki, just need to change the parameters at the end to match the customer requirements).

to setup the SSH tunnel. Once it's set, the ODBC should just work fine and BOARD should be able to retrieve data without having to do anything else.

KR,

Michele

Hi Alberto Piazza,

Depending on the requirements, you can achieve this result in different ways. The best practice is not to create dummy members in entities as it's not really necessary given the flexibility of having separate measures with different granularity - one of BOARD main strenghts.

The most common way of developing a budget process similar to the one you describe is via different cubes (measures) in data-entry and a procedure to calculate the result and populate the main P&L cube via dataflows.

Simple example with:

• A sales commissions % cube by Year and Area (father of Customer in a tree)
• A cube with a simple P&L entity, dimensioned also by Product and Customer - with a rule applied to calculate specific lines

You can enter the percentages and the Sales Commissions line is calculated via dataflow.

The procedure can be triggered via button or on data-entry save. If you need to show the user a simulation of how the cost would look like, you can add the formula in the data-entry layout so that it displays the result before committing it.

The procedure just has a step to calculate the PL line Sales Commissions by multiplying the Gross Revenues with the Sales Commission % by area. 

This is the simplest way if you already have a cube with P&L lines / KPIs. Ideally you would want to have the main measures as separate cubes (Gross Revenues as a Cube, Sales Commissions as a cube) so they can be used in reporting, data-entry can be achieved in different ways, and then everything is consolidated together in a single PL view afterwards.

Michele