Table of Contents: How-to Guides
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Center of Excellence
Employee
Welcome to Board How-to Guides! Here you will find links to published How-to Guides that provide step-by-step guidance to support specific use cases, as well as a preview of what's coming soon.
The table of contents for Best Practices—best ways to use the platform in most situations—can be found here.
Time Range
Entities and Relationships
- How to change the entity order
- How to remove obsolete entity members
- How to Edit Max item Number
- How to use Unbalance Hierarchy
- How to make multiple relationships coexist in the same hierarchy
Cubes
Procedures
- How to merge actual figures in planning cubes
- How to log procedures' execution with timestamps
- How to allocate with a dynamic driver
- How to do multi-level allocation
- How to use period by period recursion
- How to do top-down allocation of an integer value
- How to use Nexel to select custom time periods
Modeling
- How to create a Workflow process
- How to manage BoM Explosion
- How to manage mapping DE
- How to allocate production by CM1
- How to manage the currency conversion
- How to manage the leap year in comparative analysis
Screen and Reporting
- How to design screens & dashboarding
- How to format a report and create entity members
- How to hide/ignore columns of an Excel data source when using the Smart Import Object
- How to show the value of different dimensioned cube only in total line
- How to group selectors using tabs with vertical display
System Admin
Integration
- How to send notifications - Integration with Ms Teams
- How to set parametric WHERE clause for SAP Connector in a BOARD Procedure
- How to integrate with Dynamics 365 OData APIs
- How to trigger SQL server actions
- How to replace REST Connector with REST API Call
- How to set up SAP Connector Architecture
Solutions
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