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Export and import of users from IDP should use tab delimited .csv instead of comma delimited .csv
Hi, When we export the list of users and their settings from the IDP today, the data gets exported into a .csv file that works with regular commas as separator objects. This can cause problems, as it is possible to have commas in emails, in metadata, in the name of the role, etc. If then the file is opened and worked with,…
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If a user does not login for a specified time, their account is disabled automatically
In the IDP we have a max number of licences. In order to better manage those licences, could we have an automated feature whereby the user is disabled (in the user profile in the IDP there is a disable tick box) if the user has not logged in for a specified time. For example, if the user doesn't login for 12 months, the…
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A way to link objects automatically?
By this I mean applying sizing changes & formatting. When selecting multiple objects on 12.6, there does not seem to be an option to apply changes across labels?
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Track Cubes in Cube Visibility
Cube Visibility in Data Security is a great tool. However, it can be difficult to track which Cubes have been set. Especially when new Cubes are created during development. It would be helpful if you are able to highlight which Cubes have been set.
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Ability to Set a Data Entry Trigger in drill down popup
Currently the Data-Entry Trigger can be set only by the master data-view , it will be good to set a custom data entry trigger specifically designed for the drill-down popup. For now, we can work around the issue using 'Drill to Screen', but it would be interesting to have this capability within the 'Drill Down' itself.
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Order of filtering in Layout Selection window overrides Custom Sort order ranking on Entities
Hi, I noticed that my custom sort for this entity was not being followed on the data view the way I ranked it in the data model (image 1). It took me a while to realise, but I wanted to make it aware that the order of ranking in the layout selection window overrides the Custom Sort. This is misleading. I believe the Custom…
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Styles and Themes for Objects
For each object type, the ability to create multiple saved styles and then save those styles to a theme so that when creating a capsule you can select a theme and when you create an object you can either do the usual and create a custom design or simply select from a list of predefined styles. Additionally if you update…
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Selection of screen object & navigation behaviour pattern
Version 12.4 To help navigate complex screen designs which include tabs/panels, it would be helpful when clicking on an object within the screen to automatically navigate to the correct object in design mode - will save a lot of time for end users. Note - this may have been updated in a later release of Board, cannot find…
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Exit Procedure with "X"
Cloud Version 12.6 I recall seeing this idea before, but can't find the post. In case my (human) memory is lacking, I will post this as a new idea. When hitting the "X" in a Procedure message, the Procedure will act like I pressed the "OK" button - the Procedure continues. I understand you can use "Yes/No" option in a…
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See all Entities placed in Columns in Excel Add-in
Version: Board 12.6 In Excel Add-in, when adding more than one Entity in Columns, only the lowest placed Entity will be visible. However, with multiple Entities in Rows, there's a new column added in the spreadsheet. Suggestion: Have the same solution for Columns as for Rows. Have Excel add extra rows, when using multiple…
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Ability to have the vertical border showing on the groups headers
currently it is not possible to see the vertical border on the groups as they are header borders. Ability to have this vertical border across the entire column
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Downloading/Extracting files to selected folder
Cloud, Version 12.6 It would be convenient if you could choose where you download/extract files. Today, Extracting an Entity ends up in the not accessible C:\. My suggestion is that the file is downloaded to your "Download" folder on your Computer ("My Documents") or that a File Explorer opens up and you can select where…
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Dynamic links in Procedures
When changing a Cube name that exists in a Procedure step, the Procedure will not update the name, but the linking remains. However, if a Procedure name is changed, the Call Procedure (a Procedure step) link is broken. This is regardless if it's a Data Model Procedures or a Capsule Procedures. Changing Group names (Go To…
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Check all related objects in Impact Analysis
It would be useful if the Impact Analysis would show all related objects. Here are examples where Impact Analysis are missing related objects. Entities —> Entity Format Cubes —> Rules Data Reader —> Capsule Procedure Data Model Procedure —> Capsule Procedure Capsule Procedure —> Rules
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Edit Code in Entity Editor
It's great that the User can edit the Description in the Entity Editor. It would also be useful if the Developer can give rights to edit the Code as well.
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Set duration for a popup notification
It would be useful to have the possibility to set the duration for the popup notification. For better user experience, in some cases I don't want to use the non-popup notification, where the user needs to click "ok" to continue. But using the popup notification, sometimes you barely have enough time to read the…
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Opening Balance Roll Forward over all future Periods
Currently Board has no "native" Opening to Closing balance function. Currently this can be handled using Nexel or using two cell blocks and a formulae to reference the block before. The first alternative using Nexel works but is tricky to set up and is associated with a specific view. The second is worse as the roll over…
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Localization - possibility to Import/Export text in localization file
Hi all, It would be useful to have the ability to import text into the localization file or maybe Export the file instead. If the text I'm loading matches, then it performs the replacement in all the languages I'm importing, if it doesn't exist in the collect it is ignored. Thanks
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Hardcode 'down total' formula to prevent it from referring to another block.
Hi, I've been having an issue where my 'Sales Mix (%)' calculation refers to a moving block from the layout, instead of maintaining the 'down total' function. To calculate 'Sales Mix (%)', I am using the algorithm: (Sales/Down Total (Sales))*100 or c/dt(c)% in the below example. The issue I am having is that the data view…
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Adding "Apply entity selection to screen"
Hey, when e.g. using "fake" selectors on screens to add different selections based on cube like currency on a country selection etc. you always have to use the "Apply selection to screen" option. This "apply selection to screen" then always overwrites the "default" selection when resetting selections on different entites…
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Summary Algorithm NOTOTAL for Column Algorithm (Layout)
Hi all, it would be great to have the same function (NOTOTAL) for column algorithm as in the data selection. Attached you will find a screenshot. Use Case: Column algorithm calculates a percentage of a data selection. Down totals for data selection are required, but down totals for column algorithm in this case makes no…
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Smart Import tick/save - change to "Import"
The Smart Import has a tick button to import the lines. This button has a tooltip that says "Save". This is not true, it isn't saving, it is importing. Can you please allow for this button to be changed to "Import" or at least if the tooltip could be changed from save to import, at least that would help a little. It's…
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IF THEN ELSE
In the if-then-else step in procedure, A feature can be added where we can compare the value of two cubes instead of just numbers. It might save lot of efforts.😀
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Add setting to allow horizontal display of "@Selection" substitution formula
In the image below, I'd like to display all of the selections horizontally on the grey banner, which is not possible using the substitution formula "@selection". Current workaround is to create multiple labels for each entity selected (8 in this example) and individually place them side by side on the banner which can be…
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Default Entity Member Labeling Convention to Excel Tab upon Export
When exporting a Board screen to excel and choosing to page by a given entity that within Board has been set to "code" as the default setting for that entity, the exported tab pages within the excel document appear as the description of the entity member and not the desired code of the entity member. It would be helpful to…
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Select entities to clear in a cube
Today we have the possibility, in a Procedure, to clear the Cube with existing selection ("Use current selection") or clear the whole Cube (default). If you only want to clear on specific Entities you will need to setup a save & restore selection and/or de-select & re-select specific Entities. Suggestion: Give the…
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Data Entry in column
in long tables we have have an option of using ">" for multiple data entry for each row how about an option to enter multiple data in each column????
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Option for logical/automated selection of Procedure on a DataView/other button
Giving developers the option to set-up a selection criterium (Algorithm) which runs one of multiple saved Procedures in the background. (see screenshot) That is to be seen as an addition to the manual selection of the Procedure by the user currently available.
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Standard "integrated" copy function for e.g., Versions, Scenarios etc.
Hi all, it would be great to have a integrated copy function. Use Case: During a planning cycle we want to copy a Version 1 into a Version 2 (Entity in a Cube). Therefore, we have to create a procedure, define temporary cubes without the entity Version, add for nearly each cube a step with temporary cube not dimensioned…
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Option "Disable Unbalanced Hierarchy" should work "per block" and not on all the dataview blocks
We have switch our main entity "P&L" to unbalanced. This entity is used in hundreds of dataview. Some dataview are pretty basic and unbalanced is working as expected. However we also have a lot of medium / high complexicity dataview with hidden factors cubes, or tech cubes. In that case, some business cubes need to have…