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Scenario and Best Practice Inquiry: Entity Granularity Adjustment in Board Reporting
I have developed a report using a data model with structured entity relationships. The core entities include:ID, Level 1, Level 2, Chart of Accounts (CoA), Level 3, and Currency. In the initial design: ID was defined as a child of Level 1, Level 2, and CoA. Level 3 and Currency were not linked via relationships, as they…
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Freeze Pane in data view
On some screens, when I right click on my data view ,I see option freeze pane, but this option is not seen on all dat views. Why?
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Level 200: Module 207 Pressing button "Apply 5% increase" empties column CY budget
After clicking on Apply 5% increase the CY Budget column is empty. The Label uses procedure BUD - Increase Sales Budget by 5%. I checked formula of Data model procedure BUD - increase Sales Budget by 5%. It is set correctly to a*1.05 as you can see in the 2nd screen. Any idea where the error might be? I repeated all the…
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Cube Variances: Myth or Legend?
Hi Board Community, In Board 12, I see the Cube Variance options under Cube → Variances (e.g., LastDataFlow, LastDataRead, Minute, Day, etc.). From my understanding, enabling something like LastDataFlow should make Board automatically store a snapshot of a cube’s data before each Dataflow execution that writes to it,…
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Level 200: Module 211 and 212 after completing 211 and functional test not able to view data
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Module 212: Not able to view the values after Update P and L
Previously i had pasted all the screenshots regarding the issue, one thing i noticed now is after completing all the processes , the screen is popping results of 2024. But according to the steps it should be of year 2023. Is there any problem with the year. if i select year 2023 in the play mode i am getting values similar…
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Level 200: Module 212, I am not able to view the data after validating Update PandL
Based on the previous reply I confirmed all the procedure and layout of the cube the size is 0kb and double checked everything. One thing i noticed was in sales planning i am not able to view the data (it is popping a message as No series). I have attached the screenshot of that also, please help me with this issue
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Level 200: Module 212 : I am not able to view the P and L screens Values, it is displaying blank.
I have attached all the screenshots please help me with this
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Done with my Board training, and downloaded my zip files
I noticed it says download capsules and data models. It doesn't mention procedures or other stuff. And now, accordingly, procedures for example are all blank in the zipped folder, and a bunch of other folders are just blank. After doing this training, because I found it very helpful, I wanted to download ALL the files in…
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Module 209 Section 12: L2 Demo Data Model New Procedure ACT - Expenses Data Load Steps
I am trying to complete step 4, but there is nothing to select within Selection. How do I fix that?
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level 200, Module 209: I am not able get the same results, the values are different
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Level 200: Module 210: Copy paste objects the values are not getting paste with the same results
Copy the "LC Data View" object from your "Expense Actuals"Screen and paste it into the Tab object on the "Expense Planning" Screen. I have shared the screenshot where if i copy the object and paste it in expense planning the values are not correct and also the variance and variance % are missing . Please help me with this
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Is there a one-stop shop for keyboard shortcuts?
As most FP&A folks are, Excel is my comfort zone and over the years I've grown fond of my keyboard shortcuts. I'd like to see if there is an easy way to learn keyboard shortcuts in Board to help me transition into this. I'm being assigned to be a Power User for our implementation, and want to hit the ground running, but…
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Level 200. Modul 209: The values are not matching, can you help me with this about the mistake
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Offset Rules
1. Abstract Offset rules are a type of rule which allow you to reference multiple blocks in the same layout as part of your calculation, they can be very powerful but should be used with caution. 2. Context Offset rules can be very powerful in certain circumstances but should be used with caution due to the complexity they…
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Capsule Procedure vs Datamodel Procedure
1. Abstract While developers are facing procedure creation, they need to understand when it is appropriate to use data model procedures vs Capsule procedures. 2. Context As developers, it is our responsibility to always keep the long-term maintainability of our solutions in mind. Procedures must be developed in a…
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Level 300, Module 306 Functional question 2 problem
Unable to enter data in Indirect Global Expense Planning template. Cube used in the template I enabled the Data Entry. Can please help me in this
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Day entity in a dataview displaying in American Format
Hi Community, I am using V14.3 and have an issue with the Day entity displaying in American format when used in a dataview. When you view the day entity in the time range it is displaying in Australian date format. If you extract the tree and view the Day entity it is displaying in Australian date format. However, when you…
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Data Block Visibility in Dataview
Is there another way of forcing a Data Block in a Dataview to be always shown even if it has no value apart from checking the "Show all" in Axes?
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How to use advanced SQL statements to Bulk Insert in SQL table
*NEW—Includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared in the step-by-step guide outlined below. https://player.vimeo.com/video/1124042460?badge=0&autopause=0&player_id=0&app_id=58479 Quick view 9:48: Use Case 1—Using Filters…
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Can the entity of the rule be a parent of a cube structure entity for rule consolidation?
When trying to consolidate and store the rule into a cube (CUBE A) I running into issues. Based on the documentation I followed appropriate steps: setup a temporary cube and then used it in a dataflow TEMP = a (where block a is CUBE A with rule applied). I then run a second dataflow to flow TEMP back into CUBE A. The rule…
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B14 204: Section 3
Per the training screenshot the total count for Salesperson should be 122, but mine shows 128. I am not sure how to fix this.
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Algorithm - limit for length ?
Hello colleagues, are you aware of any limitation for algorithm in data view ? How long could it be ? thanks, Peter
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edit scrollbar for Selection pop-up window
Hi there, Where can we edit the scrollbar size and color for the Selection data pop-up window? Thanks, Feisha
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Optimize Your Community Experience
Getting the most out of your Board Community experience means knowing when new discussions are posted, new questions are answered, and added information is ready for viewing. Category Following and Custom Notification Preferences will help you get started! Stay Informed, Effortlessly When you follow categories, you choose…
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Level 200: Module 206 Default Entities (Select budget version)
On the "Sales Planning" screen, when I open the Toolbar menu and then the "Select" panel, I can't find the "Version" entry.
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Level 200: Module 206; CY Budget on Sales Planning Screen
On the "Sales Planning" screen, when I run procedure to initialize the budget, no data is populated in the "CY Budget" item. I have reviewed related inquiries, but the issue remains unresolved on my end. I would greatly appreciate any help or guidance. Data View configure layout Capsule procedure Data model procedure…
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Please extend the level 300 part 1 training environment.
Dear team, Thanks for you, the level 300 part 1 training environment was extend by 1st October 2025. But, I can't complete it due to the time constraints because of my job using "Board". I would like to extend the instance to complete the level 300 part 1 training. Would you extend my level 300 part 1 instance? Best regards
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September CommunityCast and Badge Opportunity
⛅️ Fall is just around the corner so make sure to enjoy those remaining sunny days! The Community team has some fun updates so check them out in the video below. Here are your one-minute, Community updates this month: http://player.vimeo.com/1115278558?share=copy Thanks to August's participants, we loved reading about your…
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Smart import object limit
Hi, We have appreciated a reduction of the max number of rows that can be loaded using the Smart Import Object. Before we could load up to 35k rows and now it seems the maximum is 10K. Is there a way to increase this limit? 10k rows is not enough for us. BR