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303 Planning Expansion Forecast , Functional Question 1 (not yet answered)
I’m working on Board 303 - Forecast Initialization (functional question no 1 ) and followed the steps to copy PLN - DF - Sales LC and PLN - DF - Expenses LC from the Budget version. After running Initialize Planning, the Variance column shows 0, but in the functional test picture, it has values. Did I miss a step that…
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How to disable on Alert formatting on Total row
Hi BOARD Team, I applied COLOR ALERT on a data block. It works fine on each row. However, it is impacting the number showing in the row total. Anyway I can force the row total as BLACK? Thanks
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Move file to archive directory
Dear, Is it possible to move a file after it has been read by a datareader to an archive folder. Is there a command that can be used in procedure to execute a copy command etc. Thank you
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level300 reset my 300 training environment
Hello, can you reset my 300 training environment so that I can start the training again? Thank you in advance
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Module 200: Cannot download L200 Capsule & Datamodels
Though we have the option to download L200 Capsule and Datamodel zip files. I am not able to download , it just keeps on loading and then stops, nothing downloads.
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Board data entry
Good evening, I am trying to create a budget report that allows users to edit values through data entry. The following table presents the data in the following order: Months in rows (entity) Sales from the previous year (cube) Budget for the current year (cube with data entry enabled) Sales for the current year (cube) As…
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Level 300, Module 303; Incomplete data, missing Revenue
I am experiencing the same issue as another user has posted. I have gone back through the 302 and 303 exercises, I have not been able to resolve the issue. I am getting different results for the expenses. Below are screenshots of only Expenses, one as doubled and the other that ties. Any assistance Board Academy could lend…
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Board Unveils New Foresight and Signals Products
Boston, Mass., February 19, 2025 – Board, the leading Enterprise Planning Platform, is transforming the way businesses anticipate and adapt to economic shifts with today’s announcement of Board Foresight and Board Signals. These cutting-edge solutions, developed as a result of Board’s recent acquisition of Prevedere,…
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Level 200: Module 209: Load data not working as expected for expenses upload
I have followed the process of the course, verified the procedure, relationships, cube, entities multiple times but unable to understamd why data load is not working for expenses. Kindly help.Thanks
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Why the values loaded are differents to the Board academy?
Hi When I loaded and published the data I obtained differents values. Why can it happen? Thanks
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Monthly Customer News Update - February 2025
Board Kickoff 2025: Exciting Times ahead for Board Customers! We hope you're as energized as we are for the year ahead! Freshfrom our kickoff event, we have an incredible amount of exciting news to share.You'll definitely want to attend a Board Beyond event in a city near you. In the meantime, we put together the latest…
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How to reset pager to default name
Hi everyone, I'm looking for a way to lock my Pager 2 to its default state "All" when I enter my screen and select any options in Pager 1. Currently, when I select the "TRS" option in Pager 1, Pager 2 automatically switches to "TRS" as well. This happens because Pager 2 is set as the parent of Pager 1 as shown in the…
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Level 300 part 1: module 303
Hi Team, I mistakenly added the 12 actual months on the FCST9+3 and now I cannot see the variance for the functional test. Can you help out? thanks
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Level 205 Build a Data Model and Capsule Procedure to load actuals
Hi I created a new procedure in the Data Model and named it ACT - Sales Data Load Then I created the Clear cubes and the text file data reader and I saved it But then I have to create a new procedure with the same name as before ACT - Sales Data Load, so I cannot create another procedure with the same name The next step is…
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Basic question about data security
I have a question about the security concept. Within a capsule, I have two folders: Folder A contains data that should not be filtered by an entity, while Folder B should be filtered by the entity 'Team.' Is it correct that there is no way to implement such a requirement in Board? My only solution at the moment is that I…
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NA
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Upload file
I want to attach the user manual in the screen and also allow the users can also download the file.
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Level 200, Module 207: After "Apply 5% Increase" the "CY Budget" Data disappears => no data
When I click on "Ally 5% Increase" the CY Budget data disappears and no data is left. Before: After: Label Config: capsule procedure: data model procedure: Do you need further information/screens? Many thanks in advance!
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Level 200, Module 206: Label with timestamp shows "0" after click/trigger on "Initialize Budget"
When I click on "Initialize Budget" its loading the data, but the timestamp doesn't appear respective is "0". capsule procedure: data model procedure: Do you need further information/screens?
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Time zone to be factored into Date and Time outputs
We have users in different time zones and we would like for Date and Time to also include an output listing time zone abbreviation. We have attempted to set the culture code then use "@datetime" in our report header. This gives us the date with the word "time" written after it. We have also used "@Date @Time" which…
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Capsule Snapshot "restore"
Hello everyone and happy Monday, I took a capsule snapshot, uploaded the snapshot in my Dev environment. Now, I'm looking for ways to 'restore' or 'open' this snapshot in a newly created capsule. So far I have not been able to find an article that explains how to do this. Is this doable in board?. Thanks Walter
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Suggested value in excel add-in
Is it possible to display suggested value in excel add-in? This is required because it has been observed that although the suggested value is on in dataview but as the user tries to upload data excel add-in even values outside suggested value gets accepted.
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Level 200 Module 203: Is it correct that my data model is empty, and I start from 0?
When I try to follow steps of creating procedures, my environment doesn't look like the screeens in the steps, I have empty data model. I wonder if it's correct.. Expected screen:
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Level 200 : Module 210 : Issue in copying selectors
After I copy selectors from Expense Actuals to Expense Planning screen. The selector does not appear as in the Source screen. PFB:
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Expanding a column for a drilled Data View
Hi all, after drilling in the main Data View, I'm left with another Data View that has an "collapsed" column (screenshots below) If i manually expand the column and then save, once i go out the layout the column remain half hidden. I don't seem to find any option in the settings to expand the first column. How can i make…
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how to use IRR
I want to use the IRR and NPV function in Dataview, but the help is not clear for me. Syntax: IRR(arrayvals,estimate) This function returns the internal rate of return for a series of cash flows represented by the numbers in an array But my question is : what does mean Arrayvals ?. I created a dataview whit a cube "a", and…
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@datetime not working
Dear, In below algorithm, @datetime returns invalid algorithm any idea abt this issue Thank you
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300 Training part 1: module 302, section 2 (Load New Currency Entity Members and FX Rates)
Hi Team, I am unable to drag and drop the currency entities onto the mapping area, I am not sure what is the problem? Thanks
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Procedure "Backup data model" - automatically delete files after Expiration days
Hello all, we have a procedure step "Backup data model". In the settings we setup 7 days for "Expiration days". The backups are also successfully written to the corresponding directory. The backup files are not automatically deleted after 7 days. Our Board Version is 14.2.1.1.282551. Has someone an idea? Kind regard S.…
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Prolongement durée module 200
bonjour, des contraintes professionnelles ne me permettront pas de réaliser intégralement le module 200 dans la durée des 30 jours. J’aimerais pouvoir prolonger la durée de réalisation de ce module. Pourriez vous me dire comment dois-je procéder, vers qui dois-je me retourner pour prolonger cette durée. Merci par avance…