-
Dataflow common mistakes and best practices Pt. 2
1. Abstract The dataflow is the main action to perform calculations between cubes, it is used in all the processes of the application, therefore it is very important to know how to set up a dataflow in the best possible way, to obtain the correct results with the best performances. 2. Context In this article, we will first…
-
Allocation with Board
1. Abstract Board is a great platform for building a planning and budgeting model and it accommodates large and complex allocation models. Board can process a lot of data in a short amount of time. The platform is also very flexible and allows the full customization of your allocation model. 2. Context Board is a great…
-
Best Practices in Writing Procedures
1. Abstract Most probably every Board application will have procedures to cover interactivity by the user (e.g., navigation), perform calculations (e.g., processing plan data) or run other backend processes like creating a backup. To provide the best maintainability, quality, and robustness, some guidelines should be…
-
Initialization process, Versioning and Simulation
1. Abstract Initialization process is a common topic on many projects. In its most common definition is the pre-population of a Scenario/Version with reference data so the planning/analysis can be quicker. This process can easily become challenging since it often deviates from a simple copy and includes also recalculations…
-
Dataflow common mistakes and best practices
1. Abstract The dataflow is the main action to perform calculations between cubes, it is used in all the processes of the application, therefore it is very important to know how to set up a dataflow in the best possible way, to obtain the correct results with the best performances. 2. Context In this article, we will first…
-
Capsule Procedure vs Datamodel Procedure
1. Abstract While developers are facing procedure creation, they need to understand when it is appropriate to use data model procedures vs Capsule procedures. 2. Context As developers, it is our responsibility to always keep the long-term maintainability of our solutions in mind. Procedures must be developed in a…
-
Rule Consolidation
1. Abstract The rule is a key functionality that allows on-the-fly calculations between members of the same entity. The consolidation is a further step to physically store the result in the data model. This step is needed only in specific cases, usually when the calculated rows need to be reused as a source for following…
-
Moving Data
1. Abstract Often customers’ requirements are to copy data from one element to another. Typical examples are copy processes from one version to another or to copy data from an existing reference product to a newly created product as an initialization. The calculation logic in those examples is the same and can be applied…
-
Data Export Functionalities
1. Abstract Describe all the alternatives available when you export a dataset from Board to integrate it with an external third-party environment or another Board data model. What are the pros and cons of the different solutions from file export to APIs? 2. Context Follow these best practices every time you have to…
-
Selection Options in Procedures
1. Abstract Board technology allows different types of select, static, or dynamic queries. In particular, in procedures, it’s possible to choose between three methods that can seem very similar: Selection (fixed) Select Entity based on Cube Dynamic selection (from the “Select” step) Although they can give the same result…
-
Clear Cube Insight
1. Abstract Clearing data in a Board application that has a large dataset, and high concurrency, needs to be done with care to avoid an unintended consequence. The approach you use to clear data has an impact on data retention and can impact performance. The purpose of this article is to review the options available for…