Table Of Contents: Best Practices

Center of Excellence

Welcome to Board Best Practices! Here you will find links to a list of published articles that provide technical guidance on the best ways to use the Board platform and a preview of articles that are in progress.

The table of contents for How-to Guides that provide step-by-step guidance for specific use cases can be found here.

Time Range

• Custom Time Entities - Generic Month example

Entities and Relationships

• Managing high-volume entities
• Auto Max Item NR
• Set up Relationships
• Data Transformation
• Relationships - scanning for errors
• Entity Definition - Concatenation or not
• Data Load Guidelines
• Historicization of relationships

Cubes

• Cube definition insight
• Sparsity
• Temporary Cube vs staging Cube
• Multiple Cubes or measure Entity

Procedures

• Dataflow common mistakes and best practices
• Dataflow common mistakes and best practices Pt. 2
• Best practice in writing Procedures
• Capsule Procedure vs DB Procedure
• Clear Cube insight
• Initialization process, versioning, and simulation
• Data Export functionalities
• Moving data
• Rule consolidation
• Selection option in Procedures
• Allocation with Board
• Period-by-period recursion - Tips and use cases

Modeling

• Offset Rules
• Naming convention
• Use of Nexel
• Normalize in High Concurrency
• Dynamically manage calendar settings
• Dummy Entity elements for budgeting purposes

Screen and Reporting

• On-the-fly calculation Pros and Cons
• Navigation - Tips & common mistakes
• Application Navigation Design
• Reporting Layer: Optimize a report
• Use of Number Scaling
• Drill Actions
• Data entry saving methods
• Comparison between different versions/scenarios in the same report
• Drill Anywhere Options: "Drill To" vs "Go To"
• Data entry input validation rules

System Admin

• Synchronize multiple Data models
• Broadcasting & Notification Tool
• Data Access Control
• The backup mentality

Integration

• Triggering Procedures with REST API Calls from within Board

Solution

• Migrate from BFC to GCR
• Period Types in GCR
• Equity Method Accounting BFC/GCR
• iXBRL with Seahorse