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.

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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 send notifications: Integration with MS Teams
1. Abstract A typical request during project implementations is to support the process workflow by adding notifications to users when certain actions have been executed and the next workflow steps can start. In this article, we want to show how to handle the notification to Microsoft Teams through the engagement of an…
How to create a Kanban board
1. Abstract It's quite typical to incorporate a workflow for monitoring and managing various activities into Board applications. In certain situations, leveraging a Kanban board can greatly facilitate simplifying the visualization, monitoring, and control of these tasks. In Board, the card object fits perfectly for this…
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 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: 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 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 migrate to Subscription Hub
1. Abstract Moving to the Subscription Hub all the User management of a live application such as user information, roles, licenses, metadata and custom selects might be challenging. This document aims to guide the client step by step through the transition avoiding any potential inconveniences. 2. Context There are…
How to update GCR version (1.0.2 vs 1.0.3)
1. Abstract The goal of this document is to provide guidance on how to update Board GCR from GCR 1.0.2 to GCR 1.0.3. if you need to upgrade from previous GCR versions take Into account previously released guidelines. 2. Context GCR version update is mostly managed through Board Data Model Transporter Package. below you…
How to set up a Rest API connection
1. Abstract This article explains how external systems can retrieve data from Board using Board API queries. The article also showcases a simple case on how Board can obtain data from external systems by calling their REST APIs, thus enabling smooth integration between the two solutions. 2. Context APIs stand for…
How to loop procedures
1. Abstract When developing business logic in board applications it sometimes becomes necessary to perform calculations individually for each Member of an Entity. In Board, this can be achieved through different means. This document is to review different methods of “looping” and their use cases. 2. Context During the…
Dynamic Replenishment Model: Key Calculations & Formulas
1. Abstract Retail replenishment is the process of counting the inventory you have left in stock and reordering the right amount of stock at the right time. In other words, it's the process of ensuring that you always have sufficient inventory in store to meet customer demand. 2. Content As part of the standard Board…
How to set up SAP Connector Architecture
1. Abstract This article recaps all the options available when we set up the architecture for Board cloud - SAP integrations that require the Board Connector for SAP by Theobald. In the early implementation stage of projects where Board needs to import SAP data, Board architects – or the implementation partner - and 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 the leap year in comparative analysis
1. Abstract In an application life cycle it 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…

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How to set up a Rest API connection
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