Level 200 Module 210

Jon Linaburg
Jon Linaburg Customer
10 Comments Second Anniversary Level 200: Building A Planning Solution in Board Level 100: Foundations of Building in Board
in Academy

My current year budget is not matching my previous year actuals.

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Here is my steps for the procedure:

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Here is the instructions steps for the procedure:

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Here is my layout for the data view:

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Here are the instructions for the data view:

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The only difference is the selections in the top left, which is from the next step in order to make it work, according to the instructions.

Also, if anyone can tell me how to copy just one tab and not the entire data table, that would be great. The instructions are not very clear on that.

Accepted Answer

Answers

  • Tim Blake
    Tim Blake Employee
    Board Developer First Comment Photogenic Level 200: Building A Planning Solution in Board

    Hello,

    I understand that you're seeking assistance with the mismatch between the current year's budget and the previous year's actuals on Module 210.

    Thank you for bringing this to our attention and for providing the screenshot. Your thoroughness is really helpful.

    We've opened a case for you: Case Number - 00136571. The team is already looking into the issue and will get back to you within the next 48 hours with an update or resolution.

    If you have any more details to share or need further assistance, feel free to reach out.

    Regards,
    Tim Blake

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary
    edited December 9

    Hi @Jon Linaburg ,

    I think the main issue is that you are comparing sales to expenses

    image.png

    If you're looking at sales figures, both cubes should contain sales figures, the same goes for expenses.

    The layout for the sales comparison should look like this

    image.png

    And the reason that your current dataview shows the same value for each product is due to the fact that the expenses cube lacks the dimension "Product".

    Furthermore regarding the question about the copying of the tab—I must confess that I not really understand what you want to copy and can not. Perhaps it'll help to have a look at the manual regarding the tab object:

    https://help.board.com/v14/docs/containers-features-and-properties#tab-container

    Best,
    Helmut

  • Jon Linaburg
    Jon Linaburg Customer
    10 Comments Second Anniversary Level 200: Building A Planning Solution in Board Level 100: Foundations of Building in Board

    Thank you, that seemed to work! A couple quick points, the instructions never say to replace data block B, however they do for data block A, that is where I was missing a step.

    Secondly, I want to replace only one tab when I copy the data model over.

    In this case, the data table that I copied had 3 tabs, but the instructions said only to copy over LC. Every time I select and ctrl+c, it copies the entire table. If there was to only isolate and copy one tab that would be good to know.

    THanks for the help

  • Helmut Heimann
    Helmut Heimann Employee, Community Captain
    50 Answers 500 Comments 250 Likes Fourth Anniversary

    Hi @Jon Linaburg ,

    there unfortunately is no way of copying just one tab of a tab-object. You would need to copy the whole thing and delete the unwanted tabs from it.

    Best,
    Helmut

  • Jon Linaburg
    Jon Linaburg Customer
    10 Comments Second Anniversary Level 200: Building A Planning Solution in Board Level 100: Foundations of Building in Board

    Good to know, thanks again

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