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How to flag periods between two dates
1. Abstract In some cases, calculations are only valid within a defined time period with a specific start and end date. Therefore, it’s crucial to first identify this period to ensure the calculation is applied accurately. 2. Context Many business processes rely on calculations between two dates. For example, calculating…
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How to loop procedures
1. Abstract When developing business logic in board applications it sometimes becomes necessary to perform calculations individually for each Member of an Entity. In Board, this can be achieved through different means. This document is to review different methods of “looping” and their use cases. 2. Context During the…
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How to use Nexel to select custom time periods
1. Abstract While conducting reporting, the essential requirement often arises to compare data across various time periods. This article introduces a method that enables users to choose a specific custom timeframe directly on the screen. Using a designated cube, users can dynamically select pre-defined custom periods. 2.…
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How to do top-down allocation of an integer value
1. Abstract The article explains a possible method to ensure that top-down allocation of an integer value generates integer details through the redistribution of decimals. 2. Content In this example, we have a cube QTY [Year, Customer, Product] which is planned at a high level [Year, Product, Country] where Country is the…
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How to use Nexel to update relationships
1. Abstract Relationships are a fundamental component of all multidimensional data models in Board, allowing creators and users alike to easily aggregate and analyze data within an application. This ease of use on the front-end is highly dependent on the proper maintenance of hierarchies in the back-end. 2. Context…
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How to use period by period recursion
1. Abstract This article will highlight the advantages of seamlessly incorporating a native functionality, like the “Period by Period recursion” function, within a business context. It illustrates how this integration simplifies tasks, boosts scalability, and optimizes maintenance, providing practical insights for its…
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How to do multi level allocation
1. Abstract A Multi-Level cost allocation is an important process of any business, it plays a huge role in the decision-making process, and that’s why we must design it in the best possible way. The Multi-Level cost allocation consists of applying a classic allocation but with the possibility that an element can be at the…
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How to allocate with a dynamic driver
1. Abstract In a complex application, we often face the need to perform allocations based on a different driver based on the situation, in most cases it is about cost allocation. We will see in this article a step-by-step example of how to implement such a process. 2. Context Cost allocation is an important process of any…
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How to merge actual in planning cubes
1. Abstract Forecasting is a prediction or projection about a future event, depending on the past and actual performance and trend. A forecasting process uses historical data to predict future numbers and allows organizations to project future results for budgets, expenses, and other financial and operational data based on…
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How to log procedures' execution with timestamps
1. Abstract Admin users often require checking the time execution of a procedure and even the user who launched it. Board provides a standard functionality to review the logs, but it is possible to put in place a customized solution. 2. Context In Board, there is a standard functionality to keep track of the execution of a…
