Academy Q&A
This forum is dedicated to Board platform questions, generally applicable to all members.
Please select 'Yes' if a response answers your question to better identify possible resolutions.
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Level 200, Module 212, Section 8: Sales Procedure Group
So this part is interesting, and the TEMP cube I guess are kind of like "helper columns" I might use in excel when doing calculations. Step 7 to 10, could you explain the thought process why we designate the temp cube to be populated with GBP by multiplying the rates, and then in another data flow say BUD - DF - Profit and…
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Level 200: Module 211, regarding the "Budget is Locked" label that we put on the screens
Can someone walk me through the logic of how this works? I've tested mine and it all works, for example the "Functional test of the solution" asked me to lock italy. Then I go to the sales planning screen and toggle to Italy then it shows the "Budget is Locked" caption. Great! But there's no way I could recreate this on my…
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B14 level 203 Units Data View configuration - missing items in the 'screen objects' listing
Hi - I am trying to add in the 'Data View' object to the newly created tab object, as described in the "Build a Screen to visualize the loaded actuals data" section, but 'Data view' isn't in my screen objects listing, snippy below: note there is no side scroll bar or anything, what you see above is the very top of my…
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Level 200: Module 212 Build the Unified Planning Report
Hello, I am having trouble seeing the same data as the screenshots in the training in steps 13-15 of building the unified planning report. I checked all steps prior to this and followed accordingly but not seeing the same data when clicking "update P&L". My income lines are also showing blanks. Also seeing in the training…
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Module 211 Section 7: L2 Demo Data Model SET - Flag Budget And Actual Years Calculation Domain
In the data flow steps here, In the "MAIN" group, create a "Calculation: Data flow" step, select "CONFIGURE LAYOUT" and add the "SET - DE - Future Years" Cube as data block "a" and the "SET - DF - Actual Years" Cube as data block "b". Set the "Target" as "b: SET - DF - Actual Years" and set "Expression" to "1-a". I guess…
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Level 300 part1 - Training environment expired
Dear team, I started level 300 part1 training last month. However, the level 300 part 1 training environment will expire at September 11, 2025 and I can't complete it due to the time constraints because of my job using "Board". I would like to extend the instance to complete the level 300 part 1 training. Would you extend…
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Extend Level 200
Dear Board Team, I am undergoing Level 200 but it not complete yet and the instance will expire on 7th Sep. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Parakh
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WORKING WITH DATE
I have a Date field in a Board Report, and I'm trying to Split the Date into Month and Year using Board features not by SQL via a Data reader. Any hint or documentation on how to accomplish this in board will be highly appreciated. Thanks Walter
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Level 200
Level 200, Module 203 Section 14: L2 Demo Data Model Configure Data View Unit Hello, i'm having trouble selecting fields in data view configuration. this is the training screenshot mine is different, i can only see "time entities"
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Request to extend lvl 200
Dear Board Team, Unfortunately, due to an unplanned absence, I was unable to complete Level 200 Developer Path. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Carolin Rudolph
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Level 300 Part 2 - 310 Functional Test
In the first question of the function test, I am required to push the button to update P&L, but there isn't an "Update P&L" button on that screen to be selected. I have also gone through the instructions again, and there are to steps where we need to set up the button. As a result of this, I'm unable to get past the first…
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Level 200, Module 206 5% increase to budget
While this seems like a great procedure in the module, for our org, curious how easy it would be for the % uplift to be dynamic for cases like this. My question is, instead of a procedure that will increase sales budget by 5%, is it possible to create a procedure where it will take a % uplift input by a user, and increase…
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Selectors not resetting
Hi - I'm in level 200: Module 203. For these selectors, for the bottom one for example, i selected 1 out of 122. Now, there doesn't seem to be a way to "select all" salespersons again. It's almost like I would have to select all 122 for it to reset. The reset button doesn't actually work.
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Question on clearing cubes
Are you able to explain this further to me? I guess, if there is another month of sales activity, will clearing the cube not be necessary? Trying to understand when it is necessary or not to clear the cube. And, how do we clear the cube again? I'm still in Level 200 training.
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Module 203: Section 14
where is says "add a tab object to the screen", so I've added a tab container, and it doesn't seem to work. I've been able to add a Units Data view object and a Sales Data view object, but the tab container doesn't seem to interact with them at all. I've tried dragging every which way within it, but no reaction from the…
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Level 200: Module 209 Expense Planning Upload
Hello, I am having trouble on Section 17 Build the Expense Actuals Screen and make adjustments. In the Expense Actuals screen, I am not able to retrieve data when after performing these steps. My screen looks like this instead for both the GBP and LC tabs. Data is not retrieving as below. I followed all the steps prior to…
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[Resolved] Level 200 formation - Link / Adress of board environnement
Hello, I have begin the level 200 formation and I have a board environnement for a month. I have wanted to finish this formation during my vacations but I have not acces to my pro pc (I have also not acces to my pro mail). I thought it will be not a problem because Board academy works on my personel computer but I have…
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Board Scheduler
Hello, It's my first time trying to schedule a nightly procedure run. I'm on board 12.6 and I'm having a hard time finding the scheduler in system admin portal. I will appreciate any resources and/or screenshots on how to locate the scheduler and schedule a nightly procedure run. Thanks, Walter
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Level 200: Module 204 - Build Cubes for sales data
I am having trouble setting the structure when creating a cube. It looks like my screen looks a bit different than the screenshot in the training. I'm not able to move forward after filling out the Name, Group and Data Type. Please let me know how I can proceed.
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Extend level 100, 200 and 300 due date
Hello, My instance 100, 200 and 300 will be deleted on 6, 9 and 14 august. Could you please extend these until the end of the month ? Many thanks in advance.
