Table of Contents: How-to Guides

Center of Excellence

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

• How to define & manage the Time Range
• How to set up a 4/4/5 calendar

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

• How to structure cubes with slow-moving hierarchy

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
• How to loop procedures
• How to flag periods between two dates

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
• Dynamic Replenishment Model: Key Calculations & Formulas
• How to create a Kanban board
• How to use validation rule to avoid special characters in text cubes

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

• How to manage security with Metadata
• How to migrate to Subscription Hub

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
• How to set up a Rest API connection
• How to use advanced SQL statements to Bulk Insert in SQL table

Solutions

• How to update GCR version
• How to calculate branch contributive view in GCR
• How to configure FX simulation in GCR
• How to load IC details in BFC
• How to update GCR version (1.0.0 vs 1.0.2)
• How to update GCR version (1.0.1 vs 1.0.2)
• How to change the time range in GCR
• How to update GCR version (1.0.2 vs 1.0.3)
• How to update GCR version (1.0.3 vs 1.1)