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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D365 Data Connector Security
Hello friends, Wanted to know if any of you is using the D365 dataconnector to connect to Board and how you are doing it. I understand that the dataconnector allows for read/write on D365 which may pose a security issue. Anyone of you who has succeeded in having a connection with read access only on D365 (Database…
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Can I specify the position of data label and change the color?
Hi BOARD team, I had a chat as following with primary axis (Bar) and secondary axis (line). I choose to show data label for both. At some months, those two numbers will overlap. Can I force the data label for the bar showing inside the Bar? Can I choose color for the data label? It seems like it is only default to black.…
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Many -to - Many
Hello, Is there a way to get around a many-to-many type relationship in board? I know bridge table concept……. However, it doesn't seem to help in my case. Thanks in advance
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French characters (accent) displaying as symbols
Hello Friends, We are currently facing issues with uploading of data which french accent caracters Cedilla (ç) Acute accent (é) Circumflex (â, ê, î, ô, û) Grave accent (à, è, ù) Trema (ë, ï, ü) The accents are converted into strange symbols which should not be the case. How do we overcome this issue. Thanks
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Selection of values in a block based on another block
I would like to offer the following functionality and wonder if achieving it in Board is possible. As per below table, for each line item the user would categorise the line item with an object Type in block b. This is a block of type entity where user selects the object type from the dropdown. Based on the selection made…
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I need help to configure my GCR Application
I have pasted the capsules and clicked on "Version#".Then I clicked on the reset application button in GCR Admin capsule.Now when i click on "import" none of my entity gets loaded.Can somebody share easy step by step guides for GCR configuration.I have been struggling for a month.
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Smart Import trigger procedure - how to select based on the items present in the import ?
Hi all, I'm faced with an interesting issue when using Smart Import. We have setup an object so that users can import values from an Excel file. This is in addition to a screen where they can enter manually the values. In the basic data entry screen (based on layout then), there is a trigger which executes a currency…
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Fiscal Year month
Dear Team, We have a scenario where our fiscal year starts in July and ends in June example July 2023 - June 2024. When we define the quarter in Board, the mapping for quarter is done correctly . Boards maps the calendar year to the quarter We require same for the yearmonth. Is it possible In below snapshot, instead of…
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Please tell me how to change the name of the time entity
Hi. I'm Japanese. Sorry for my bad English. I created a new DB using Board14. If the "Time range" is more than 11 years, the name cannot be changed from the time entity screen. The error message "Max item number cannot be decremented below the minimum allowed number" is displayed. Please tell me how to change the name of…
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Procedure Step : Apply Selection to Block
Hi, is there an option / idea how to apply Time Selection : "Previous Year" to a block via a procedure? Thanks
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Update pre-existing time entities
I have two questions - Can we update the description of pre-existing time entities using data reader?For example - In BOARD ,day entity has code = 20240919 and description = 19/09/2024.I want to replace description with "Thursday". My Fiscal Year starts from July.I want my weeks counting to start from July instead of…
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Google Map Bubble Selection/Drill
We have a google map object with our prospects loaded from our CRM system. In version 12 we had a drill-down where we could view the prospect's contacts and address. Now that we're in version 14, we can't seem to select the bubbles any more when simply clicking on them. It used to act just like a cell in a Dataview object,…
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How to remove the totals for a Entity Block?
Dear team, Can we remove the total 325 form the column description. Where Description is a Item entity block. We have put it to show the description only.
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Chart - show lowest performer next to overall performance
Hi I have a question regarding a chart. In the upper chart you can see the overall portfolio performance - In the chart i would like to show the 2 bottom performers any idea how that can be solved?
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Distributing total value on 12 months ahead
Dear Community I would like to know a way to distribute proportionally a total value on 12 months, starting from an specific date. I have a cube with the dimension "Project", that has the total benefits for each project, and I have to distribute that value on 12 months, the thing is that, each project has different dates,…
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How to create iteration in financial model in BOARD
Mi, My name is Francesco I’m proficient in MS Excel, but I want to move some models built in Excel to the Board platform. I’m collaborating with a Board Consultant, and together we are working to port these models from Excel to Board. Specifically, I need to solve a task related to creating a financial model for the P&L,…
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Data Reader Negative Validation
Hi, does anyone have an idea why Valid.Rec . would show a negative value? I also ticked the box the log. however it isn't showing up in the folder. Thanks, Maik
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Is there any alerting mechanism in BOARD?
Hi there, Apologies if it was obvious and I missed it but is there any alerting mechanism within Board that could be used to , say alert in the event of task failures? Ideally using a webhook or something similar to update a slack or teams channel
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Drill Down with layout selection in dataview
Hello everyone, I have a dataview with a layout selection and my problem is, that the drill down takes over the selection of the dataview, no matter what I choose in the rows (for ex. I have income and expences in the rows, but if I choose one for the Drill Down, it shows both of them, because I owerwrote the screen…
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Which Excel sheet is imported with SmartImport?
When I imported an Excel workbook with SmartImport, the rightmost sheet was imported. Is this by design? I need to explain to my customers. Could you please provide a link to the online documentation where this is clearly stated? Thank you in advance.
