Data Picker Tool

Leico Lemus · 2024-06-27T18:42:46+00:00

There was an error rendering this rich post.

Hello,

We would like to know more about the Data Picker tool. Specifically as it relates to mapping a gl account to two different categories within another entity. Please see below for a detailed example of what we are looking to achieve using the Data Picker tool:

We have 2 related entities at play. One entity is our GL Accounts and the other entity consists of our P/L categories. We would like to know if a GL Account (member of GL Accounts entity) may map to let's say Investment Banking Fees and Equity Research Fees (two members of P/L entity)? Once again the entities are related.

Has anyone previously used the Data Picker Tool? Will the tool allow us to do what we are looking for?

Any insights are much appreciated.

Thank you,

Leico Lemus

Find more posts tagged with

Accepted answers

All comments

Willians Santana

Hi @Leico Lemus . I hope you are having a great day!

Thank you for all the details and information provided! We do appreciate that!

Please let me know if the information below can help:

https://community.board.com/discussion/comment/9368#Comment_9368

https://community.board.com/discussion/12832/rule-based-total-calculation-in-p-l

I am all ears for you!

Kind Regards,

Willians

Leico Lemus

Hi Willians,

Thanks for reaching out. The link from Leone's post does not seem to open. Please advise.

Ellina's post does not apply specifically to our situation.

Thank you,

Leico Lemus

Willians Santana

HI, @Leico Lemus ,

You are very welcome! Thank you for your update! I do appreciate that.

Hi, @Leone Scaburri. I hope you are having a great day!

Please, let us know if you can send the original link to us.

Thank you, all!

Kind Regards,

Willians

Leico Lemus

Thanks Willians.

By any chance do you have documentation specifically relating to the Data Picker? I have scoured and searched but have not located any. We are on Board V12.4.

Willians Santana

You are very welcome, @Leico Lemus! Thank you for your message!

I will continue researching the Data Picker documentation and let you know the results.

Kind Regards,
Willians

Willians Santana

Hi @Leico Lemus,

I hope you are having a great day!

The Board Product Management is currently working on creating more information on best practices for data picker. We expect this information to be available on the community at the end of July.

That should give you the additional information needed to proceed.

Thank you!

Kind Regards,

Willians

Leico Lemus

Hi Willians,

In the meantime, is there any informal documentation you may provide on the topic?

Thank you,

Leico Lemus

Or the syntax to be used for the data picker?

Willians Santana

Hi @Leico Lemus . I hope you are having a great day!

Please send me a message to wsantana@board.com, so I can check your use case via a remote session.

Thank you!

Kind Regards,

Willians

Leico Lemus

Hi Willians,

Just emailed you directly.

Thank you,

Leico Lemus