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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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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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 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…
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Feed Feature
We are trying to configure and implement the 'Feed' feature in Board 14. Is there a way that more than 1 person can amend the same piece of 'feed' content? So far separate people have been able to create content, but we cant work out how to amend the content of other admin users e.g. if they were on annual leave for a week
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UserCreated.log file got replaced with and error file in on-prem version
Hi All, we are working on a requirement where we need UserCreated.log and UserRemoved.log files while loading these two files into two different cubes via two different data readers. we found an error [new item found] error by the data reader which is using for UserCreated.log files Due to this error, now our previous…
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Sorting by a text column - what is the sorting logic for that date?
Hi, i sort a text block and i thought it would sort the day which is in the axes chronological order. However it is very random. Any idea how chronological can be kept? Thanks, Maik
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P&L - Hierarchy of P&L Group, P&L Position and Account
Hello,m I’m working with a rule on the “P&L Group” entity and want to show the full account hierarchy in a Data View. Setup / requirement Entities / hierarchy for account: Account → P&L Position → P&L Group In the Data View I can pull in the cube and activate the rule on P&L Group. With only the P&L Group level in the…
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Flexgrid - Formula working when unhidden blocks
Hi, anybody aware or have a solution for Flexgrid. When i have blocks unhidden calculation for color alert works if they blocks are hidden the color alert calculation doesnt work anymore. any ideas? br, Maik
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I am not able to see this black Down arrow in my training instance. What could be the issue?
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Support for SWITCH formula in algorithms
Hi! I have a use case where I want my algorithm have a different formula based on what row it is in the row axis. I believe I can accomplish this with nested IFs. In excel, the switch formula is a much cleaner version of several nested IFs. Do you think Board would consider adding this to its formula library?
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API Queries Limitation
What is the rule regarding the data limitations of calling a BOARD API to retrieve data, e.g, what is the best approach to handle big datasets without missing out on any data or that the call fails? Is it possible to use paging? I've created some endpoints fail after adding a block q in the layout for no particular reason…
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Drill Through popup : How many rows it can safely handle ?
Hello, Is-there any BOARD tech lead here ? Our users are using the drill through feature towards an SQL server database to see invoice accounting lines on SQL DB. However on some accounts, we have approx. 100 000 lines of invoices to display on the BOARD drill thorugh popup Question : Is the drill-through feature natively…
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How to automate time selection for previous year December in a data view ?
Hi everyone, I’m trying to automate time selection in a report. I currently have a report where the first column shows data for the selected month. For example, if the selected month is 202602 (February 2026), I want to add a second block/column that automatically filters to December of the previous year, so in this…
