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Automate user export
In order to monitor the licenses of our instance, we would need to automate the production of the user/profile csv file, which is not currently possible except manually. The ideal would be to store this file on the SFTP server of the instance in order to be able to retrieve it via an sftp flow, we could of course use a…
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Rest API - Post-Call
Hi, we are currently exploring the REST API and the process of using the POST method to push data to board. While we have figured out how to use the POST method to initiate a procedure (by making a GET call to retrieve the data), we are specifically looking for a way to directly post data to the board. Is there a way to…
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Level 300 Part 1 environment expired
Hi! Could you please reset my training environment? I am not sure if it is possible to do it myself on Many Thanks Yas
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Board starts in a loop after login with Board v14
I just installed Board v14, and when I open Board it pops up the log in screen, after entering my credentials it stars in a loop that never ends, if I downgrade to v12.6 everything turns to normal, any thoughts about it?
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[B14 Layout] extend multiple block configuration functionality
Hi all, the multiple block configuration functionality in B14 is great. Unfortunately, the options "alert" and "refer to" are not available. They are frequently used in multiple blocks with the same settings, it would be great to have them as available options. In the release notes for 14.1 it says which I would interpret…
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How to update Board Technical and Security Contacts
For each Board Cloud environment, we require details of at least: one Technical Contact and one Security Contact (scroll down for more details). Send your contact updates to: customeroperations@board.com Technical Contact: First name Last name Job title Email address Phone (incl. Country code): Security Contact: First name…
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Welcome, 2025 Q1 Community Captains!
Before we introduce you to the new Captains, let's recognize our returning members from last year as 📢Year 2 Community Captains! We're looking forward to learning more this year from @Nico Weber @Samson Sunny @Bart Scott @Björn Reuber @Helmut Heimann @Lucas Charello @ANKITA SAHA @Laura Villar @Sergi Fernández @Mindy Waltz…
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Dynamic select for Fiscal Year to date
Currently within Board functionality you can dynamically select based on calendar year to date. Numerous customers like to report based on fiscal year and not just calendar year so the option to have the fiscal year to date would be a much more efficient way to create fiscal year to date reporting satisfying both customers…
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Can we change data through dataflow using RDB cubes?
Hi All, Thanks for reading my message. I'm developing one dataflow, using RDB and MDB cubes, and I'm not able to change or update data into my RDB cubes. However, I can make changes using a direct data entry. Is it possible to use dataflow to delete, update or create rows into RDB cubes? Thank you.
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Same data sort order in export template, as is shown on the screen
In our Board app, we have a screen where the user can enter data directly. There is a button, the user clicks and an Excel template is created. It's a copy of the data the user sees on the screen. In Excel the user can fill in the yellow cells (where they should add/change data) and use Smart Import to upload that data…
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Procedure Dataflow
I have a cube at los level and I want to take that cube's values to the planning level of different LOSs. Considering los, sbu, sub sbu and competency are in relation and competency being the smallest and los being the largest. How could i do that
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BEAM - Outlier Cube not populating
Hello, For some reason the outlier cube is not populated with I run forecasting. Other output cubes are populated just fine. I introduced a significantly large value so it should clearly identify it as an outlier. However, It does not populate the outlier cube. The structure of my outlier cube is in line with the actuals…
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Level 200: 209 - codes not showing in my data
I am on step 10 of module 209 and after creating my Expense Data Upload data object, and following all the steps as explained for axis settings etc, my table doesn't display any code numbers. Can you advise on what may need to be done to correct this as I know it will cause another issue further down the line. Thank you!
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Debugging and Favorite Board Features
Featuring: Community Captain Enric Gil Garcia, Senior Software Engineer, Wipro Today, we’re welcoming one of the final Community Captains of 2024 —Enric Gil Garcia— as he shares his insights on debugging and his favorite Board features! Enric has been working as a Board consultant for over eight years and has helped…
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FRENCH 205 - PROCEDURES DE PLANIFICATION DES VENTES
Bonjour, je pense qu'il y a une erreur dans l'énoncé de l'exercice FRENCH 205 - PROCEDURES DE PLANIFICATION DES VENTES car je dois créé au début de l'exercice 2 procédures avec le même nom dans une capsule nommée Level 2 Demo . Le nom de la procédure est ACT - Sales Data Load. Pourriez vous me dire quel nom dois je…
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Pie Chart Customization
Dear Team, I would like to request the following enhancements for the pie chart functionality: Change of Marker Font Color: Currently, the marker font color for the pie chart is set to white by default. It would be helpful to have an option to change the color of the marker font to align with different design or background…
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Top n, Others, and Total in Data View
Hello, How can I display the following in a data view: Top 5 Clients with its total which is "Top 5" Total of the remaining clients in the "Others" Lastly, the Overall Total in "Total Revenue" I think I can do this by having 3 separate data views (Top 5, Others showing Totals only, and then Total Revenue also showing…
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Edit Max Item Number
Hello, I noticed that it is not always possible to edit the Max Item Number of an entity. In which cases the max item number is locked ? Is there a way to change this behaviour ? Thanks for your help. Ian
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Request for Filter/Sort Feature on Smart Import Object
Hi all, Would it be possible to add a filter/sort function to the Smart Import object? It's currently very difficult to identify all the errors in a file when using copy/paste, especially with large datasets. This feature would help us easily locate errors and ensure that none are missed.
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Data Entry should accept "<" and "~" without doubleclicking into the cell first
Hi all, this is a small request but currently if you select a cell and enter a number, letter or operator you can write directly into the cell without doubleclicking it first. This does not work with special characters like "<" and "~" (which just subtracts the number). Support says this is by design, but I don't see a…
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Board REST API's to create Entity,Datareader and Cubes
Migrating from a legacy Enterprise Performance Management (EPM) system to a new platform like Board can be a complex process, especially when it involves significant changes in data structures and formats. If the REST API documentation for Board does not provide methods for creating new entities, cubes, or data readers. I…
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Level 100 | Foundations of Building in Board
Develop your basic Board skills by building a complete budget and a planning solution using a live Board environment. In this course, developers will independently build the back-end and the front-end of a solution from step-by-step instructions using Board best practices.
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Multiple data model option for selectors
Hi Everyone, It would be incredibly useful to have a multidata model selection option within the selector object (similar to the option currently available for screens), allowing us to filter and select elements or members across multiple data models. This feature would enhance flexibility and efficiency by enabling more…
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Level 205 : Timestamp doesn't appear.
I followed the previous instructions, but the timestamp still doesn't appear. It's blocked on "0".
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Can we make one entity Parent of 2 Child Entities
I have a Use Case where I must show totals as KPIs for a few Data Points. The Data Points are at an intersection of 2 Entities - non-related to each other If I use these cubes directly to show the KPI, the KPI Value changes by changing the page's selectors. I was trying to bypass this by creating an entity that is the…
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Change the TOTAL text in Data View
Hello, Is it possible to change the TOTAL text in the row and column header to something like "Top 8" and "Year Total"?
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Level 200 - Training environment expired
Hello, unfortunately the level 200 training I started has expired and I couldn't finish it due to time constraints. Now I wanted to restart it to complete the level 200 training, but then I just get the message that it has expired, can I restart it somehow or can Can I no longer take the level 200 course? Thanks
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Options for Apply Data Selection
Additional functionality for any 'Apply Data Selection' options. Specifically allowing you to define what selections to be carried through and any you may want ignore. Example Screen 1 has selections on Month 202401 and Accounts 200, 210 and 220. Screen 2 has selections on Month 202401 and Accounts 300 and 310. User…
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Native User Entity/Dimension
Ask/Idea It would be great to have a native database entity containing a member for all licensed users within the data model - to be exclusively used for cubes containing user selections that can be dynamically applied/passed through screens. Current Situation Currently you can create a custom User Entity and use the…
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Data Flow calculation to total
Hi all, when i have a Data Flow setup in the procedure it does the calculation for the entities but not on the Total Level. How can that be done calculated (not average) on the total line, too? Thanks Maik