Level 300, Module 303; Incomplete data, missing Revenue

Shannon
Shannon Active Partner
10 Comments Level 300: Expanding Board in Your Organization First Anniversary Level 200: Building A Planning Solution in Board
in Academy

I am experiencing the same issue as another user has posted. I have gone back through the 302 and 303 exercises, I have not been able to resolve the issue.

I am getting different results for the expenses. Below are screenshots of only Expenses, one as doubled and the other that ties.

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Any assistance Board Academy could lend would be helpful.

Thank you,

Shannon

Answers

  • Shannon
    Shannon Active Partner
    10 Comments Level 300: Expanding Board in Your Organization First Anniversary Level 200: Building A Planning Solution in Board

    Can anyone at Board academy assist me with thoughts or possible solutions on why I am not able to get any revenue in my plan?

    I am unable to proceed forward without assistance.

    Thank you,

    Shannon

  • Mindy Waltz
    Mindy Waltz Employee, Community Captain
    Second Anniversary 25 Likes 10 Comments October Badge of the Month

    Thank you for asking the question, Shannon. Our team has been heads down getting ready for Board 14 launch this week and has not answered in a timely way. Please accept our apologies. They will be back online on Monday and able to assist you. I will also ping the partner team in case one of them can jump in here with some help before then!

    Mindy

  • Shannon
    Shannon Active Partner
    10 Comments Level 300: Expanding Board in Your Organization First Anniversary Level 200: Building A Planning Solution in Board

    Thank you for your response Mindy, I look forward to following up on Monday.

    Thank you,

    Shannon

  • Taylor Coroneos
    Taylor Coroneos Employee
    Fourth Anniversary 25 Up Votes Level 200: Building A Planning Solution in Board Level 100: Foundations of Building in Board

    Hi Shannon, I'm happy to review with you today if you're still online.

    Feel free to send me over a calendar invite to tcoroneos@board.com and we can take a look together.

  • Fuwei Yang
    Fuwei Yang Active Partner
    Level 300: Expanding Board in Your Organization Name Dropper First Comment

    Hi Shannon, have you solved the problem?

  • Snehal Barot
    Snehal Barot Employee
    Third Anniversary 10 Comments Name Dropper 5 Likes

    Hi @Shannon,

    You're missing numbers for income, and the expense values do not not look correct to me. Could we go back a few steps and try to isolate where you might have an issue.

    Could you confirm if your expense actuals match the numbers that I'm seeing on my screen?

    image.png

    I think the issue might lie in your 'PLN - Initialize Planning' procedure.

    In our planning, we pull in numbers from our Actual data as per the screenshot below.

    image.png

    I would double check that you have followed the instructions for this procedure correctly. I suspect it's in a Data Flow where your issue might be.

    If you can double check and if you are still having an issue please email me on sbarot@board.com and we can take it from there.

    Many thanks,

    Snehal

  • Shannon
    Shannon Active Partner
    10 Comments Level 300: Expanding Board in Your Organization First Anniversary Level 200: Building A Planning Solution in Board

    For visibility; I have gone back through the Level 300 training course since my original post; my database was deleted based on the 30 day rule, it gave me an opportunity to start from scratch.

    I have found a few areas that tripped me up, perhaps it was the way I interpreted the dialog, but its worth pointing out incase someone else in training is experiencing the same issues.

    In Module 302, when I ran the Manual - One-Time Procedure for the Sales and Expenses, my revenue did not populate. I went to the Data Readers and ran the One-Time data reader to be sure it populated and also changed the File path in my procedure to the corresponding Expenses and Sales file path and re-ran the procedure. Upon refresh of the Temp-Validation screen, I had data in Revenue.

    image.png

    In Module 303, Planning the Expansion Forecast, Step 1 Create Dynamic Screen Selections on Version Status: Data Entry

    This Dialog box is confusing, as it alludes that the trainee has already changed the Data Entry version to Forecast 3+9; however that is not the case. This doesn't get changed until Step 4, after validating the budget data.

    image.png

    Then the screenshot for the Planning Initialization has the Data Entry Version noted as FCST 3+9, however the trainee is asked to update the Budget Version. The Data Entry version doesn't get changed until step 4.

    image.png
    image.png

    Hope this helps, I was able to pass the Functional testing for Module 303.

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