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Advice needed on how to manage 2 reporting periods in a Board application
Hi everyone, We have the following situation. Our client has multiple companies, 2 companies have the reporting period from February until January, and the 3rd company has a regular reporting period, from January until December. Currently, we set up 2 Timelines (entity called Cluster Timeline) and it appears in the master…
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e-mail subscription error
Good morning Since a while the e-mail subscription tool is not working anymore for anyone on my company Board Platform. The page couldn't be open and the subscriptions are not working anymore. Trying to access it gives back the unhandled error that follows: at…
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Hide Total Column or Grand Total Column in Data Views
Hi, I’d like to hide the “Grand Total” column on a screen. The sum across multiple years doesn’t make sense. Unfortunately, I haven’t found anything so far that helps me with this. Some of my colleagues have also encountered this use case in other projects and were unable to resolve it. Can you help us? More details are…
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How can I correctly display a revenue ratio?
How can I correctly display a revenue ratio (costs as a percentage of of revenue) in Board?No matter what I've tried so far, as soon as I have row and column totals, the ratios for the totals are not displayed correctly. I used a cube without an account entity, into which I only wrote the revenue. I used the original cube…
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Data reader - new master data members got an arrow as a prefix
Hi everyone, I built a data reader that pulls master data from SAP and when I ran it last time new records got this prefix, either 1 or 2 arrows. Can anyone advice on how to fix this? Should I clear the entire entity and try again or do something else?
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Which business challenge would you most like to see Board Agents help your organization to address?
Board Agents can support a range of planning and analysis workflows. We would like to understand which business challenge is most relevant to your organization so that we can share more useful examples and resources.
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Quick Configuration Wizard
How or where I can download/access the Quick Wizard File for FCR 2.0? Also is the quick configuration wizard restricted to depicif FCR versions? As a new user with a fresh FCR Environment I want to load meta data via wizard but I can't find it in the azure or from export from wizard file, I checked in batch loading folder…
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How to Implement Dynamic Image Management
1. Abstract Board Image Cubes provide an intuitive and user-friendly way to upload and preview images within an application. However, storing image binaries permanently inside the Board data model is not recommended for medium and large implementations because it increases application size, impacts backup and deployment…
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Six Months In: What We're Learning from the Board Idea Exchange
Six months after launching the new Board Idea Exchange, the Community continues to actively share ideas, vote, and engage in discussions. With more than 100 new ideas submitted, growing collaboration through comments, and ideas progressing through every stage of the review process, we're receiving stronger signals about…
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Calculating the Row Total
Hi all, Is it possible to get the row total of an algorithm data block? When I use the rt() formula for data block d (see table below), it seems it's getting the total first of the factors before multiplying them instead of just summing up the result per month. Layout Row: Client Column: Month Data Block Data a Value b FX…
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Can I have an alert on both the block and the figures?
Wanting to have the block change to a light red while the figures go dark red when the numbers go negative.
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Charts - Labels
Hi, I have a waterfall chart. How can I make my negative variances formatted in parentheses? For example, -5 would be (5). Thanks, Chris
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Advanced Smart Import
1. ABSTRACT The Smart Import object facilitates the upload of data (master data, transactional data) to Board. Before, Dataviews with line number entities or CSV blob cubes with export/import procedures were required to upload the data. In addition, a complex check logic (if implemented at all) was required to detect wrong…
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License health check: 5 questions to ask every quarter
As your use of Board grows, it’s normal for your user list to grow and change too. New people join. Roles change. Teams reorganize. Some users need more access, while others may no longer need the same level of access. That’s why it’s useful to do a simple license and access health check every quarter. This does not need…
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🎓New Academy Course: Introduction to Data Modeling OnDemand
A new way to learn Data Modeling is here! We're excited to launch Introduction to Data Modeling OnDemand, our new dynamic, video-based learning experience that replaces the existing L200 Instructor-Led Training. As part of this transition, L200 will be sunset on August 15, 2026. From that date onwards, learners should…
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Dynamic Map Legend Based on KPI Range
Hi everyone, We're looking for a way to generate map legend ranges dynamically based on the actual KPI values displayed on a Board map. The KPI is a calculated metric used in the map. The goal is to determine the minimum and maximum KPI values across all displayed territories and automatically create 5 equal classes for…
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Cube Extract Error
Hi Anyone an idea what that means or where i could look up error codes? The procedure failed while executing: 2. Extract cube Comments: Object reference not set to an instance of an object. [CorrelationID: 9b8f6632-92c7-4c03-bfb0-73f4b7d1663e]
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How to display the unbalanced hierarchy in the collapsed view in the dataview?
Hello Board Team, A client has an Account entity set up as Unbalanced Hierarchy. They have a simple dataview with 1 block using a cube with actuals, and they want to display Account entity in rows in a collapsed view: e.g. to show "+ 1P SVOD line" by default, and when end-users click on it, 3 revenue sales lines show up,…
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Do datapickers work with fiscal offsets?
I have a datapicker that references a cube that stores diluted shares by fiscal Year. When I try to do a trended P&L, where I duplicate the P&L cube and apply time functions for previous years, everything works except for the datapicker row, even though the cube it's pulling from is dimensioned by the appropriate fiscal…
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Dynawrite, the user clicks W, DOWNLOAD, the 'Oh no!' error appears
I am tired of seeing this bloke changing the lightbulb. Can anyone provide a solution? The user clicks the W, the pop up appears, they click DOWNLOAD. Next the 'Oh no' message appears. HORRIBLE WORKAROUND: In the pop up, click MORE. Deselect a Dynawrite object (but you don't know which one so you must do this several times…
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US Economic Outlook: July 2026
U.S. manufacturing has outperformed expectations during the first half of 2026, but the recovery is not happening evenly across the industry. In the July Manufacturing Outlook, Board Senior Economist Matt Hillman examines the growing divide between core manufacturing and consumer-linked manufacturing, explaining why…
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B14 Level 200: Environment Issues
Hi Everyone, I have the following issues with B14 Level 200: 1)I cannot find the relevant files to populate the entities (like Porduct, Material, etc…) 2)I cannot access Admin Portal (I get the errore PAGE NOT FOUND) Can anyone help please? Bests Gianluca
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Academy B14 204 - Data not loading appropriately
I've followed the steps closely but can't seem to get the data to load in the data view as it should. The Units and Sales data reader correctly records 13k valid records, and Location, Material and Product data readers are all fine too. Very confused as to what's wrong
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Level 200, Module 204: Create cubes for sales data
Hello everyone, I’m currently stuck at a step in the training and could use some help. According to the training material, after populating the entities, I should create a sales data cube. However, I can’t find an option to create the cube. The only option I seem to have is to copy an existing cube, so I suspect I may have…
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Course B12- 204 Cannot locate files
Hi Everyone, I am in the course 204 lesson 5. When I try to set the Data Reader with the Path C:\Board\Dataset\Hierarchies and Data i cannot file any file (I tried different patterns like *Product Trees*.csv, *Product Trees*, * Product*).
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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. Quick view 9:48: Use Case 1—Using Filters 15:50: Use Case 2—Convert Date to Datetime 21:54: Use Case 3—Handling NULLs 1. Abstract…
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Board 15. Integration Board Cloud with Microsoft Fabric
I read a post in this community related to connection of Board on premise to Microsoft fabric. I've intended that there is no data store in Cloud connector that allows you to connect Board natively to Fabric. What could be the best method to use? We need to read from Fabric and write back to it.
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Dynamic File Name based on Entity Member.
Hi Guys, I am exporting a layout to the server, and I need the output file name to be dynamic based on the selected entity member in the procedure. For example: If the Data Category is Entity and the selected member is Actuals, The generated file name should be: Actuals_Report.csv Could anyone guide me on how to achieve…
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How to refer any particular cell or range of few cells irrespective of entity codes in nexel?
Hi Team, I am facing an issue with nexel function, I have table with two blocks with month as column Now i am trying to refer the 1st cell of the 1st block which means in Jan column to 1st cell of second block in the same way i need to sum of all 12 months and display it in 2nd cell of the 2nd block Now I can easily do…
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Master Layout selection - Substitution formula
Hi I have screen with multiple tabs. I made a selection on the Master Layout and all other tabs / layouts adjust to my selection. Is it possible to show in a label what i have selected? similar to substitution formulas? Thanks Maik