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Transfer Screen Selection (Different Linked Data Models)
Hi all, Is it possible to transfer selection from one screen to another screen when the two screens are using 2 different data models (e.g. from a GCR screen to a separate Reporting screen) ? I understand that it's easy to transfer screen selections if the source and target screen are using the same data model.
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Calendar Bug Issue ?
I have found some issues about calendar component like this captures : When I have just dragged it into the screen, the Data properties was disabled suddenly. Do you have an idea about this?
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Enhancement in Exported ppt and PDF's
Board, a widely used tool for FP&A reporting, is expected to deliver high-quality exports in PPT and PDF formats. While the platform offers various export functionalities, certain aspects need refinement to enhance clarity and overall presentation quality: Export Issues Excessive White Space Around Images: Screenshots in…
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Board Foresight & Board Signals: Here are the Answers to your Questions!
After the overwhelming response to our launch webinar presenting Board Foresight & Board Signals, we received numerous great questions from you. To ensure you get the answers you need, our experts Michelle Green, @David Marmer, and @Richard Wagner have come together to address your queries. These are the topics that they…
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Data entry on if-function with inverse algorithm
Hello, I have no values in the column HR (Forecast) in some months. I would like to pre-populate these cells with a small number (here, for example, 5) in a new column to enable the cells to be filled by manual data entry. I have used an If function to fill the column: h= if(g=0,5,g). How can I create an inverse algorithm…
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EXPORT ENTITY SORT BY ID
in the procedure, it would be nice to have an option for extracting an enty sort by IDX. exemple of usecase : Extract entity sort by ID allow to keep the control of the selection between us. In fact, the entity can be reloaded in another environment with the same IDs.
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Personalized Default Bookmarks per User & Screen
This idea proposes an enhancement to the Bookmark functionality by allowing users to define a default bookmark that is automatically applied when opening a screen. The key feature is that this default bookmark should be user-specific and screen-specific. Each user could set their own preferred default bookmark for each…
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Entity - Code & Desc Width
Hello community, I’d like to clarify the following scenario: If we create an entity with a code and description length of 20 each, and use a data reader to load data, what happens if some rows have values exceeding 20 characters in either the code or description? Rows with a code longer than 20 characters will be rejected…
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How can I calculate item value using FIFO and update batch quantities after each sale?
Hi everyone, I have a task I can’t figure out in Board: I’m working with monthly stock data, where positive values represent items being added to stock (purchases), and negative values represent items being withdrawn (consumption or usage). For each withdrawal, I need to calculate the total value using the FIFO (First In,…
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How to rename or alias header title column Dataview for entities located in axes not in data block?
I want to ask about how to rename or alias header title column Dataview? Because I have no found of solutions about it inside official documentation. Thank you previously.
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Level 300. module 305, probable dataview misconfig?
Hi all I am at this portion of 305: Product and Driver Mapping Data View Object In order to visualize the loaded Product - Driver mapping, we need to add a Data View object on the Screen and configure its layout to use the mapping Cube. Now, the resulting image that is shown in the platform is this one: But after double…
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What is the best-practice approach for data entry on multiple years per tab?
Scenario: (Board 12.6) Screen selection 18 months: (October 2025 - March 2027) 3 tabs (2025 / 2026 / 2027), in each of which only the corresponding months should be ready for input Is there an alternative to an algorithm that multiplies the data by a month cube and stores the data input inversely? Cube A (Month): 2025: 1…
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Numbered Axis
Is there a way to number the axis similar to an excel spreadsheet? Maybe I am missing something, but I cannot find any details on this in the reference manual or on here.
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Enable Master Object at the Containers Level (Tab or Panel)
Hi everyone, Currently, the Master Object option in Board is available only at the screen level. While this works well in many cases, I believe it would be more powerful and flexible if we could define a Master Object at the container level, such as within a Tab container or Panel container. If we could assign a local…
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level 300. module 303 Functional test Q5, mismatch values
Its me again, Here I have my results: Which for sur dont match the question in the platform, which is this one: Here is my layout in that dataview: there are not much references to PLN - DF - Sales LC in previous steps, I check them and all steps are ok. Any idea? Thanks!
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How to display only the selected member nameand customize pie chart label position?
Hi, I was wondering if there's a way to display only the selected member's name, without also showing the entity name? As shown in the attached image, I was only able to get "entity = selected member" using @selection_Ex , but I would like to show just the member name. Also, is there a way to customize the position of the…
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Level 300, module 303 "Validate Budget Data" values mismatch
HI all, I am at this point of the module 303: and these are the values that I am getting: I am cheking the privious steps but nothing pops as weird, any ideas? Thanks as always!
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Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution
Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution Numbers are negative what they should be - e.g. Classic for CY is -132956 and should be 132956, Double Halo for CY is -407938 and should be 407938 etc
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How block in layout display decimal value when tagged as Numeric vs Text
I am working on 14.2 and have come across a strange behaviour how the system is displaying decimal values when a block is tagged as Numeric vs Text. The Layout has YoY Change% displayed as 3 blocks, one is marked as Numeric while the other is marked as text. The block marked as text changes the decimal point to a comma.…
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Tab container object - Orientation
IDEA: There must be an option to change the Tab container object orientation from Horizontal tabs to Vertical tabs. Vertical tabs will appear on the left side rather than the top. USE: This will help those developers who want to use fewer selectors horizontally and want a large number of tabs horizontally.
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How to proceed with the installation of Board virtual environment?
Hi! I'm currently on training for L3 product support and doing Level 200. I downloaded Setup WebHTML5 and Setup Server After installing the 2 documents on the image, I got this screen: Do we have to start the service or do we have to install a previous license in order to proceed? Thanks in advance!
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Welcome Q2 Community Captains!
We’re happy to add four amazing new Community Captains to the expanding mix of knowledge sharers in our growing Community! This quarter, we welcome Board experts that are ready and willing to step up and give back—contributing to success pathways for those using the Board platform every day. You may have already seen…
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Flexgrid
Hi there, I started with the Flexgrid training. Is it normal when clicking on the links - I will be directed to the help main page but not to the one the contents the information about that topic? EG:…
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Be a key player in Board's evolution - and be in with a chance to win an amazing prize!
Our Board Customer Survey is still open, but time is running out! It closes this Friday (April 24 2025), so don't miss out on this opportunity to make your voice heard. Why should you take the survey? Direct Impact: Your feedback directly influences our product roadmap, service improvements, and overall customer…
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2025 April Badge of Impact
Happy April! This month's Badge of Impact focuses on Board's incredible Academy and the wealth of knowledge that can be gained from it. Our Academy is your go-to resource where you can find courses to enhance your skill and expertise to get results from Intelligent Planning with Board, and we'd love to get your feedback on…
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‘Run as administrator’ feature: What you need to know
Featuring: Community Captain Björn Reuber, Product Support Tech Lead, Board In my 15 years as a Board support tech lead, one of the most misunderstood features I’ve experienced is the ‘Run as administrator’ option for selections. Many people mistakenly believe that it will apply only to the entities mentioned in the step,…
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Color blind color set
Hi, is there any functionality to adjust color for color blind people?
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Blue Question Mark
Hi all, I would like to suggest either moving the blue question mark (Board 14 bottom right), or making it disappear when in design mode as it obstructs some options. We can collapse/expand groups in order to access the obstructed options, however it isn’t ideal.
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Adding Cube Precision Control to Avoid Floating-Point Errors
Hi everyone, I propose adding a feature to handle decimal precision in Board, especially for totals and calculations. Currently, floating-point errors can cause totals to display as 0.0000000000xxx instead of 0, which leads to issues in data entry and result splits. Suggested Solution: Allow users to set precision limits…
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Moving forward with an insider's lookback
Author: Nicolas CHIGROS, Community Captain—I've been a developer at Board for over a decade, starting my journey with Board 8. During this time, I had the privilege of being mentored and trained by the remarkable and inspiring Andrea Masiero. Today, I’d like to take a moment to highlight some of my favorite features that…