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Can I set up "auto incremental" option in smart import?
Hello, I have a smart import with an auto incremental line. The format of the entity code should be INT001, INT002…. When I use auto incremental option in smart import codes are 000003, 000004…. Is it possible to make a formula or something else to have an incremental code in format INTXXX? Thank you for your help
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GCR Set up Structure
Relating to GCR Group Structure Set up, I have a case that have 3 consolidation node, the structure is set up as in the attached. It does not seem right since when I drilled down to the GROUP node, I should be able to see all the reporting unit from 1-20 Similarly, when I drilled down from ICO node, I should be able to see…
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Level 300, Module 305, Product and Driver Mapping Data View Object Dataview Setup
Hi, I'm stuck on module 305, trying to set up the Dataview in 'Driver and Source Mapping' screen. I'm following the steps, but my Dataview is completely different from the screenshot. Could you please help me figure out why? This is how It look like on the module. And this is how I have it on my side If you notice in the…
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Can you Procedurally Export to Excel?
We have a budget cube that is loaded to via the smart import object. After a bit of transformation on our end, we want our users to have the ability to export this data in xlsx format (same format they initially loaded to in the smart import object) for their own purposes. We would like for there to be an interactive…
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Board Level 204, issue on the test "Vérifiez que le data reader ACT - Units and Sales est fonctionel
Hello Board community, Hope you are good ! While testing my data reader (in the second question of the test), I am not able to charge properly the test ITALY : and if I press the stop on error I have only one : I believe this is linked to sales person but I am not sure. I checked the mapping and everything looks OK but…
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Are exclusions of certain characters possible while entering text data ?
Is it possible to exclude certain characters, spaces, enter etc. when entering text data in board? E.G. Data Entry for a space " " is forbidden.
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Substitution Formula in message
I am trying to use a substitution formula in a message and for some reason I can't get it to show anything. I feel like it should be straightforward but I couldn't find anything in the documentation that states something should be different when compared to a dataflow etc. This procedure is a capsule procedure if that…
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Is there a way to only show one direction of procedure link in Impact Analysis
I have managed to semi automate documentation of Procedure to Prodecure Links utilising an extract of the impact analysis. However I am getting duplicated entries due to the impact analysis showing. A—>B B—>A Which makes sense as if I searched on B I would like to see the connection to A and vice versa but is there a way…
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Level 300, module 303 wrong results on funtional test
Hi all, So i finished the module 303 Still seems that there is a descripancy on variance total result, as is been flagged as wrong. Here is a screenshot of my results: What could be the problem? Thanks!
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Your 2025 Gartner® Magic Quadrant™ for FCCS - See how Gartner evaluates Board
We have big news to share! Board has been recognized as a Challenger in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions (FCCS). We believe this recognition underscores our commitment to delivering exceptional experiences for end-to-end, enterprise planning that includes financial…
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Level 200 - Training environment expired
Hi, Due to unforeseen circumstances the level 200 training I started expired and I was not able to complete it due to time constraints. I would like to restart it to complete the level 200 training but I just get the expired message. Is it possible to extend the instance? If not, I would request you to reset the training…
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Drill down to multiple screens
Hi all, I hope this message finds you well. I'm reaching out for assistance with a specific report feature I'm trying to implement. I’m aiming to create a dynamic drill-down functionality within my report. Essentially, I want to be able to select a cell from a specific column in my report, which should then navigate to a…
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How to use validation rule to avoid special characters in text cubes
1. Abstract Text cubes in Board applications serve as flexible data entry points, allowing users to input free text such as comments, narratives, or descriptions. While these cubes offer a simple interface for capturing data, they also come with a set of challenges due to the variety of text input formats that users may…
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Spring forward with a Board Community refresh!
Spring is a season for change, and the Board Community is all about it! We’ve listened to your feedback and given the Community a refresh, making it even easier to navigate, find content, and stay connected. Check out what’s new: Threaded discussions: Deeper conversations, improved engagement The Platform and Academy…
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level 300. module 303 - Build the planning expansion: forecast. "Update P&L" label is missing
HI all, I need some helo here, I am following this portion of 303 training Build the planning expansion: forecast. The thing is that in my instance that "Update P&L" is missing, I checked previous steps to rule out that maybe I could skipped it but there are no previous instructions about creating that label. I can create…
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Setting up Broadcasting feature with a custom-built directory cube followed by a procedure
I'm trying to create a cube with email address, subject, and body filtered by a selection the report offers. Followed by a procedure.
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Difference between using a Rule in a Data Block vs. in the Layout below a Data Block
I would like to understand the difference between applying a Rule directly in a Data Block and using the same Rule in the Layout below a Data Block, as shown in the images. ("Conto Economico" is a generic Rule that is not related to the "Fatturato Lordo" cube, but it is used to illustrate the different ways a Rule can be…
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Missed the presentation of Board Foresight and Board Signals? Or still have questions?
Thank you to everyone who joined our webinar yesterday! We were excited to introduce our latest products, Board Foresight and Board Signals. Your enthusiasm for these innovative tools is truly inspiring. With AI and economic intelligence, these products are set to revolutionize Enterprise Planning. In case you have missed…
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Extend instance - Level 300 Part 2
Hi team, could you please extend my instance since I had problems with 2 users to access and I still didn't get any solution back? The post I raised is 308 - Security - Unable to access the training platform with the 2 users provided — Board Community And also had a case created in the portal - Case 00144635. It's been…
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Ai capabilities
Hello everyone, My manager wanted me to find out if board has Ai capabilities. Something similar to Microsoft copilot. If there's, does the functionality automatically come with a subscription, or clients need to purchase it? Thanks
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Upgrade Board 14.2.2
Hello all, Board writes that you should update to version 14.2.2.. Where can I find this version? On the Update page I find only the Version 14.2.1. Kind regards Stefan Batalia BI Administrator
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YoY Growth Calculation - Dataflow
Hello, I am trying to create a dataflow that would apply a % growth YoY (See example table below with 2% YoY growth). There would be a data entry say on 2025 and then it will trigger the YoY Growth calculation. I tried using the "Period by period recursion" but it is applying the % growth on MoM. Can anyone please help on…
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2025 Trends in Enterprise Planning
We are only a few months into 2025—but this year is already shaping up to be a turning point for enterprises. Considering events such as sweeping tariff proposals, or the reduction of the US federal workforce, your Monday-morning market outlook might look strikingly different by week’s end. And as economic uncertainty and…
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blob export
Hi, is there a way to export (download) files which are uploaded in my blob cube into to a specific directory trough a procedure? Regards, Jörn
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Dataflow common mistakes and best practices Pt. 2
1. Abstract The dataflow is the main action to perform calculations between cubes, it is used in all the processes of the application, therefore it is very important to know how to set up a dataflow in the best possible way, to obtain the correct results with the best performances. 2. Context In this article, we will first…
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Level 300: 305 Product and Driver Mapping Data View Object
Hi Team, For some reason I cannot see the entities in the product and driver mapping cubes. There is information in the entities, but I cannot see the options here: What has gone wrong?
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Entity Definition - Concatenation or not
1. Abstract In complex applications, we often face a situation where we have too many dimensions structuring the cubes. In such cases, it is necessary to evaluate the impacts on the usability of the application, and to measure the risks on the overall performance. In case of performance issues, one of the possible…
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Level 200 - Training environment expired
Hi, Due to unforeseen circumstances the level 200 training I started expired and I was not able to complete it due to time constraints. I would like to restart it to complete the level 200 training but I just get the expired message. Is it possible to extend the instance? If not, I would request you to reset the training…
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Monthly Customer News Update - March 2025
Stay Ahead: Predict & Plan with Board Foresight & Signals We're thrilled to introduce our latest innovations, Board Foresight and Board Signals! These powerful new solutions are the result of our recent acquisition of Prevedere. Join our webinar on March 27th or attend a Board Beyond event near you to explore these…
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March 2025 Economic Outlook
Our ongoing economic outlook series provides a monthly, data-driven analysis of the US economy, offering objective insights into key trends and developments that shape our economic trajectory. As a thought leadership piece, it reflects the expertise of our team of economists, who closely monitor and interpret economic…