Platform 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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Quarter to date with detail by, but having one block referencing full quarter.
Hi! The intent of this screen would have been to see what QTD actuals are as of month 2 (february) close. Compare february QTD actuals to february QTD forecast Detail #1 by month Compare full quarter forecast to QTD actuals to then calculate remaining forecast to spend I believe I can do #1 by having two pagers, one for…
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Board 12 to Board 14 Data Model Migration – Best Practices & Feedback
Hello Team, We currently have a data model that was originally created in Board 12 and is now running on Board 14. If we create a new data model directly in Board 14 and then restore the existing data model into it, do you see any potential risks, compatibility issues, or unexpected side effects? Personally, I do not…
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Procedure getting stuck at a particular SQL Data reader step
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Do datapickers work with fiscal offsets?
I have a datapicker that references a cube that stores diluted shares by fiscal Year. When I try to do a trended P&L, where I duplicate the P&L cube and apply time functions for previous years, everything works except for the datapicker row, even though the cube it's pulling from is dimensioned by the appropriate fiscal…
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Board Excel Add-In Pagers
Is it possible to have the Pagers appear automatically on the sheet in Board Excel Add-In? Right now, I am only able to configure it so you have to click Pagers for them to appear. You must do this again when you exit and come back to the sheet.
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Need help with Report building, particularly Total By
Hi, I would like to ask for some tips about the best practices with regards to building an archive report. We have an archive cube with the following 6 entities: Month, Reporting Year, Version, Business Area, Currency, PnL. PnL is the biggest one with <200 members, all of the others are <20 members. I have a screen…
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Create a ytd calculation in board
Hi, i want to ask what is the best approach to create a YTD calculation from my cube? I already have the Cube but it still calculates per monthly.
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Validation on horizontal Checkboxes
Hello I had to apply a validation rule on a cube (checkbox) to ensure only one choice is selected. However i need to enable the ROWTOTALS for it to work (and the validation only works when save/undo is enabled) Is there any way for me to lock the column totals. I cannot hide it otherwise the validation rule does not work.…
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Is there a way to change the default path for files exported from Board?
Each file (pdf, excel) exported from Board go into a user's downloads folder. I would like to configure the export path to a different folder which I can then build trust center policies around. This would support our ops team that has to download dozens of reports during ME close and has to enable editing on all exported…
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Flexgrid 1 data block - detailed by columns - XLS export trouble
Hi all, i have troubles to export into XLS simple flexgrid with 1 data block - by Column entity "Month" The layout is working on screen, the trouble is only when tryin to export into XLS. It's running without ending, no file generated, seems like frozen: btw. the same layout in flexgrid just with Month in rows is working…
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How to use "Export data view to file" function in to export data view layout on server.
Hi Guys, I am using "Export data view to file" to export the layout on server but getting error. Can you please help me to solve the issue.
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Difficulty logging in to Board
Hello, We recently merged with another company, and employees from that company use a different email domain. We’re trying to grant Board access to one user from the new company. From the admin side, Board shows that she has successfully logged in. However, on her end, she’s unable to access the platform. We’re not sure…
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Board SQL Connector (Inbound ODBC Driver)
I am trying to export data from board that I can them import into Power BI using ODBC. I am unable to use the power bi addin due to the fact we are using a http site and do not have the Board Subscription Hub. This is for Board 12.5.Any help would be greatly appreciated. Thanks
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Exporting Charts into PDF/Screenshot does not work
Hello, Whenever we export Charts B, C, and D (see image), it's always exporting a snapshot of Chart A (top left chart). All of these charts are in a Panel and I think it's picking only the top leftmost chart when exporting. Exporting it to Excel works though. Can anyone please help on how to make this work? Or is this…
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Not able to logging in Localhost
can anyone help me to fix this issue ? earlier it was working fine from last 2 days i am facing this issue . Please provide solution Thank You!!!
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SQL Data source connection issue On-Prem
Hi All, I'm trying create a new sql data source in board. so for that we have created a odbc and established the connection but when we try to browse the data from data reader it showing below error. can anyone help me to fix this issue. "ExecuteReader requires an open and available Connection. The current state is closed."
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Selection automatically resets to another value in Layout despite removal of all selection
Hello, I am experiencing an issue with the selection of the entity “SOCIETE” in a BOARD screen (KPI capsule).When I select a company in the screen (e.g., Dell) and then switch to Design Mode → Layout, the selection is immediately replaced by another company (Lux). This happens consistently whenever: I open the screen, I…
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Are there community posts where people do like a show-and-tell? Of dashboards, reports etc.
I'm currently trying to build aesthetically pleasing dashboards, that would for instance answer "Where am I against budget" in 30 seconds for a business partner. I'm having a hard time creating something that looks "pretty" which is subjective I know, but are there any "show and tell" forums where people have shown what…
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Bulk Insert Error
Hi Community, Does anyone have any clue about this error message which pops up when I'm running a Bulk Insert step on a procedure? Bulk insert to SQL Table Comments: Exception has been thrown by the target of an invocation. [CorrelationID: 5623b57f-c8f8-44a1-a6c2-bbaeb0bc0899] Does it depend on some functional feature of…
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How can I download multiple zip files in one go?
We have a screen where the user can upload many zip files. They are stored in Board. We want to build a report where all or a selection of zip files can be easily downloaded in one go. Any ideas on how to do this? Is it possible to use FlexGrid to provide access to these uploaded zip files? Is there any way to provide the…
