Find detailed instruction, including step-by-step guidance, to support specific use cases. This section is frequently updated to keep you informed of the latest capabilities and techniques offered in the platform to optimize your planning operations.

How-To Guides

Find step-by-step guidance to support specific use cases.

Table of Contents: How-to Guides
Welcome to Board How-to Guides! Here you will find links to published How-to Guides that provide step-by-step guidance to support specific use cases, as well as a preview of what's coming soon. The table of contents for Best Practices—best ways to use the platform in most situations—can be found here. Time Range How to…
How to use Nexel to select custom time periods
1. Abstract While conducting reporting, the essential requirement often arises to compare data across various time periods. This article introduces a method that enables users to choose a specific custom timeframe directly on the screen. Using a designated cube, users can dynamically select pre-defined custom periods. 2.…
How to manage the leap year in comparative analysis
1. Abstract In an application life cycle is not unusual to come across leap year management, moreover when comparative analysis are put in place. Accurate handling of leap years ensures data consistency across different timeframes, preventing discrepancies when comparing results from different years or performing…
How to use period by period recursion
1. Abstract This article will highlight the advantages of seamlessly incorporating a native functionality, like the “Period by Period recursion” function, within a business context. It illustrates how this integration simplifies tasks, boosts scalability, and optimizes maintenance, providing practical insights for its…
How to change the Time range in GCR
1. Abstract In every Board application, the definition of the time range becomes very important because it guides the data that will be loaded and made visible to the end user. Changing the Time Range during the implementation will require several steps in a specific order. This topic has been already explained in a…
How to group selectors using tabs with vertical display
1. Abstract When developers encounter the need to segregate sets of selectors on a screen, the utilization of the tab object can be advantageous but presents challenges, particularly when dealing with limited screen space. This is because tabs are inherently designed for horizontal display by default. Tabs are originally…
How to replace REST Connector with REST API Call
1. Abstract This document illustrates how to adjust and optimize your REST API connection to leverage the more recent and advanced features and remove the technical limitations of previous solutions. Board 12 introduced new ground-breaking integration capabilities. As a Board solution is periodically upgraded to newer…
How to do top-down allocation of an integer value
1. Abstract The article explains a possible method to ensure that top-down allocation of an integer value generates integer details through the redistribution of decimals. 2. Content In this example, we have a cube QTY [Year, Customer, Product] which is planned at a high level [Year, Product, Country] where Country is the…
How to update GCR version (1.0.1 vs 1.0.2)
1. Abstract As you may know, in Q2 2023 the first version of GCR, the new Board Solution to manage Financial Consolidation has been released. Since then, the development of the solution is not finished, and new patch releases will be frequently released. The goal of this document is to guide how to update your current GCR…
How to update GCR version (1.0.0 vs 1.0.2)
1. Abstract As you may know, in Q2 2023 the first version of GCR, the new Board Solution to manage Financial Consolidation has been released. Since then, the development of the solution is not finished, and new patch releases will be frequently released. The goal of this document is to provide guidance on how to update…
How to set parametric WHERE clause for SAP
1. Abstract With the Theobald Board Connector, a SAP-certified middleware is available to load data from SAP systems (ERP/BW) to Board if the database of the system cannot or may not be addressed directly (e.g. HANA via ODBC). More information can be found here: In the simplest case, data is read from SAP tables, i.e. the…
How to trigger SQL server actions
1. Abstract This article discusses the possibilities of using ROLAP cubes to write flags into an SQL server, thus triggering actions on the database side, and how to process this flag. 2. Context Usually, data pre-calculations are loaded into Board from a SQL server, but there are times when we need to initiate actions on…
How to manage the currency conversion
1. Abstract Nowadays, most companies work on a global level and accordingly also have the need to be able to display and edit their KPIs in different currencies while keeping the ability of a consolidated view. In this article, we will first show how to implement a currency conversion where different local currencies and…
How to create a workflow process
1. Abstract Many organizations would like to automate approval processes and workflows through Board software in order to create a reliable and standardized series of steps which guide users to ensure work is completed and approved the same way. In Board, a workflow intended as an approval process can be designed through a…
How to use Nexel to update relationships
1. Abstract Relationships are a fundamental component of all multidimensional data models in Board, allowing creators and users alike to easily aggregate and analyze data within an application. This ease of use on the front-end is highly dependent on the proper maintenance of hierarchies in the back-end. 2. Context…
How to manage BoM explosion
1. Abstract For the production of an item, different materials/ingredients are used. For the production of these materials/ingredients, other materials are required. In the BoM Explosion, all materials of the different levels are written to one level. This article describes an approach within Board – based on a project…
How to load IC details in BFC
1. Abstract During the first steps of a consolidation process, there are two possible ways to enter the Intercompany details: during the loading of the trial balances or in a subsequent moment, using a specific screen (IC integration screen) . In order to enter the Intercompany details using the IC integration screen, the…
How to configure FX simulation in GCR
1. Abstract Board Group Consolidation and Reporting (GCR) is our statutory and managerial consolidation tool. In GCR, you can run consolidation based on accounting data, but also based on data coming from any other sources for planification purposes (such as budget & forecast). Here, we are talking about different sets of…
How to calculate branch contributive view in GCR
1 . Abstract Board Group Consolidation and Reporting (GCR) is our statutory and managerial consolidation tool. In GCR, we strongly suggest to leverage the consolidation nodes with a multi-logical flat approach. It allows the reproduction of any consolidation or sub-consolidation with the direct contribution of each…
How to define and manage the time range
1. Abstract In Board, the definition of the time range becomes very important because it guides the data that will be loaded and made visible to the end user. When setting the time interval, there are some considerations to bear in mind to avoid running into unpleasant situations during the development phase, where the…
How to use Unbalanced Hierarchy
1. Abstract A common requirement when structuring hierarchies in Board is to create an unbalanced hierarchy, Board facilitates this with a dedicated feature “Unbalanced Hierarchies”. 2. Context Unbalanced hierarchies can be a very useful addition to a Board solution; however, how to define and maintain them requires some…
How to make multiple relationships coexist in the same hierarchy
1. Abstract Establishing and managing relationships effectively is crucial for the optimal performance of a Board implementation. In numerous instances, it becomes necessary to accommodate multiple relationships within the same hierarchy. Therefore, it is vital to make informed decisions when constructing the…
How to allocate production by CM1
1. Abstract This technical article describes a way of dealing with row-by-row calculation in Board without using Nexel. Nexel can be used for small examples but does not have a good performance in mass calculations. Keep in mind that not all row-by-row calculations can be transformed into “dataflow-only” calculations. Even…
How to update GCR version
1. Abstract As you may know, in Q2 2023 the first version of GCR, the new Board Solution to manage Financial Consolidation has been released. Since then, the development of the solution is not finished, and new patch releases will be frequently released. The goal of this document is to provide a guidance in how to update…
How to do multi level allocation
1. Abstract A Multi-Level cost allocation is an important process of any business, it plays a huge role in the decision-making process, and that’s why we must design it in the best possible way. The Multi-Level cost allocation consists of applying a classic allocation but with the possibility that an element can be at the…
How to allocate with a dynamic driver
1. Abstract In a complex application, we often face the need to perform allocations based on a different driver based on the situation, in most cases it is about cost allocation. We will see in this article a step-by-step example of how to implement such a process. 2. Context Cost allocation is an important process of any…
How to manage mapping Data Entry
1. Abstract In many cases, mappings are used to control processes. Mostly, these are mappings between entities that cannot be implemented in the standard relationships (hierarchies) for various reasons (e.g. they are not n:1 relationships, or the hierarchical trees would become too large to be useful from a performance…
How to: Integration with Dynamics 365 OData APIs
1. Abstract This document illustrates two different methods of connecting Board to Dynamics 365 OData APIs and all aspects related to these configurations, such as authentication, testing and pagination. 2. Context Integrating Board with Microsoft SaaS products is becoming an increasingly frequent ask. One of the most…
How to set up a 4-4-5 calendar
1. Abstract Board offers the possibility to create custom time entities in addition to the standard time entities to customize the calendar to specific business needs. Our goal will be to build a retail calendar based on the scheme of a 4-4-5 quarter, which is a method of managing accounting periods, mainly adopted by some…
How to structure cubes with slow moving hierarchy
1. Abstract A common challenge in a Board Application is to fulfill the request of tracking changes in hierarchies, which by definition are the current snapshot of a relationship. This article describes how to keep track of the historical situation using a cube and dedicated entities. 2. Context Since a hierarchy in Board…
How to design screens & dashboarding
1. Abstract Screen and dashboard design can at times make or break an application – if screens are poorly designed or unintuitive user engagement can be compromised from the off. There are many factors to consider when determining what constitutes a good design - from layout and ease of navigation to the amount of content…

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