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Level 200: Module 212 Build the Unified Planning Report
Hello, I am having trouble seeing the same data as the screenshots in the training in steps 13-15 of building the unified planning report. I checked all steps prior to this and followed accordingly but not seeing the same data when clicking "update P&L". My income lines are also showing blanks. Also seeing in the training…
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Module 211 Section 7: L2 Demo Data Model SET - Flag Budget And Actual Years Calculation Domain
In the data flow steps here, In the "MAIN" group, create a "Calculation: Data flow" step, select "CONFIGURE LAYOUT" and add the "SET - DE - Future Years" Cube as data block "a" and the "SET - DF - Actual Years" Cube as data block "b". Set the "Target" as "b: SET - DF - Actual Years" and set "Expression" to "1-a". I guess…
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trigger procedure - user connection / home page
Hello, Is it possible to trigger a procedure when a user logs in or when he arrives on the home page of a capsule? If so, could you please let me know how can it be done? Thank you
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Level 300 part1 - Training environment expired
Dear team, I started level 300 part1 training last month. However, the level 300 part 1 training environment will expire at September 11, 2025 and 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…
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Working with Dates
Greetings, I have a Date field in a Board Report, and I'm trying to Split the Date into Month and Year using Board inbuild feature not by SQL via a Data reader. E.g, I want to split this as (first row): Month = 9, Day = 30, Year = 2024 where each of these is a separate column. Any hint or documentation on how to accomplish…
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Extend Level 200
Dear Board Team, I am undergoing Level 200 but it not complete yet and the instance will expire on 7th Sep. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Parakh
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Apply Selection to Layout Block - Chart / Dataview
Hi i would like to change the apply a different selection to a block however I receive an error in chart and dateview: When i change it manually it works. Interestingly despite of the error trackball is still showing but with the wrong numbers. Any idea what the issue is?
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About Sparsity
Hi Team, I am reading the Best Practice Screen, which suggests that version / scenario can be set as Dense to improve speed. https://community.board.com/discussion/16440/sparsity Just for the learning purpose (not means I will change it), we should review the folloing Sparsity? Thanks
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WORKING WITH DATE
I have a Date field in a Board Report, and I'm trying to Split the Date into Month and Year using Board features not by SQL via a Data reader. Any hint or documentation on how to accomplish this in board will be highly appreciated. Thanks Walter
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Level 200
Level 200, Module 203 Section 14: L2 Demo Data Model Configure Data View Unit Hello, i'm having trouble selecting fields in data view configuration. this is the training screenshot mine is different, i can only see "time entities"
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Request to extend lvl 200
Dear Board Team, Unfortunately, due to an unplanned absence, I was unable to complete Level 200 Developer Path. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Carolin Rudolph
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Level 300 Part 2 - 310 Functional Test
In the first question of the function test, I am required to push the button to update P&L, but there isn't an "Update P&L" button on that screen to be selected. I have also gone through the instructions again, and there are to steps where we need to set up the button. As a result of this, I'm unable to get past the first…
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Is it possible to have no totals for certain algorithm blocks in the total line of a dataview.
I have a dataview with total lines but besides "normal" data I have a column with a algorithm block showing percentage values in a tooltip (as information for the user, so that he know which maximum percantage value is allowed to be entered) - for this percentage values in the tooltip I dont want to see summed up totals,…
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Level 200, Module 206 5% increase to budget
While this seems like a great procedure in the module, for our org, curious how easy it would be for the % uplift to be dynamic for cases like this. My question is, instead of a procedure that will increase sales budget by 5%, is it possible to create a procedure where it will take a % uplift input by a user, and increase…
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Hint in dataview
Is possible insert in a dataview different hint for each column header?
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Selectors not resetting
Hi - I'm in level 200: Module 203. For these selectors, for the bottom one for example, i selected 1 out of 122. Now, there doesn't seem to be a way to "select all" salespersons again. It's almost like I would have to select all 122 for it to reset. The reset button doesn't actually work.
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Flex grid calculation
Hello, I am using the flex grid as below, the Var % is calculated as (78081-75790)/78081 * 100. This is calculated well on each line. However , when i am grouping and aggregating value, the variance is being summed up which is incorrect. It should have taken (10,498,902 - 11,700,011)/ 10,498,902 * 100 = 10 %, on the screen…
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Question on clearing cubes
Are you able to explain this further to me? I guess, if there is another month of sales activity, will clearing the cube not be necessary? Trying to understand when it is necessary or not to clear the cube. And, how do we clear the cube again? I'm still in Level 200 training.
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Can I create 2 dynamic selection entity based on cube in screen or dataflow?
Hi all, I want to know that, can we create 2 dynamic selection entity based on cube in screen or dataflow? For example : Entity A, Cube A, Cube B I want to make : Select Entity A based on Cube A Select Entity A based on Cube B Is it possible if the scenario should be like that? Thank you.
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Module 203: Section 14
where is says "add a tab object to the screen", so I've added a tab container, and it doesn't seem to work. I've been able to add a Units Data view object and a Sales Data view object, but the tab container doesn't seem to interact with them at all. I've tried dragging every which way within it, but no reaction from the…
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Level 200: Module 209 Expense Planning Upload
Hello, I am having trouble on Section 17 Build the Expense Actuals Screen and make adjustments. In the Expense Actuals screen, I am not able to retrieve data when after performing these steps. My screen looks like this instead for both the GBP and LC tabs. Data is not retrieving as below. I followed all the steps prior to…
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Problem Loading images with Data entry
Hi everybody, I’m currently struggling to upload some images into a BLOB cube. I already have a cube containing different items, and I’d like to associate each item with its corresponding image. To do this, I created a BLOB cube with the same dimensions as the original one. Then, in a Data View, I tried to enable the Data…
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Flex Grid Totals on collapsed groups
Hi, any how to show subtotals on collapsed groups in a flex grid and in general to show totals when expanded?
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The Board Community Experience Survey 3.0 is live!
The Board Community wants to hear from you! Our Community Experience Survey version 3.0 is live and we need your thoughts and feedback to keep our Community evolving. We've had a busy year since the release of the last survey and your feedback played a big part in the growth of the Community. Take the survey below to let…
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Year-End Value While Retaining Month Drilldown
Good afternoon, I am trying to create a graph that displays the year-end value. At the same time, I want to maintain the ability to drill down by month and see all the preceding monthly values. Does anyone know a method to achieve this in the graph? Thank you.
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Color Alert
Hi, I would like to apply a color alert. I have created an true or false formula which is used in the color alert. when I have true or false formula unhidden the alert works but not when it is hidden. Any idea what I am doing wrong?
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Problems with Sparsity Optimization
Are there known issues with the sparsity optimization in BOARD. We carried out a sparsity optimization and afterwards the entries of the cubes (before the optimization and after) no longer matched.
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[Resolved] Level 200 formation - Link / Adress of board environnement
Hello, I have begin the level 200 formation and I have a board environnement for a month. I have wanted to finish this formation during my vacations but I have not acces to my pro pc (I have also not acces to my pro mail). I thought it will be not a problem because Board academy works on my personel computer but I have…
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August 2025 Economic Outlook
In this month’s U.S. Economic Outlook, Board Principal Economist Natalie Gallagher breaks down what the return of inflation means for business planning - and the strategic shifts leaders should be making now. In just 10 minutes, you’ll learn: Why sticky-price inflation is accelerating after 18 months of easing How goods…
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Board Scheduler
Hello, It's my first time trying to schedule a nightly procedure run. I'm on board 12.6 and I'm having a hard time finding the scheduler in system admin portal. I will appreciate any resources and/or screenshots on how to locate the scheduler and schedule a nightly procedure run. Thanks, Walter