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How do I upload the data into the data reader?
Level 200, Module 204: How do I upload the data into the data reader? #Level 200: Building a Planning Solution
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308 - Security - Unable to access the training platform with the 2 users provided
I followed the steps in 308 to build security folder and application folder with my own board account. When I want to do the functional test, I logged out my ownn account and tried to loggin with the 2 users whose roles are planner_FR, approver_EMEA, it's impossible. Can someone help me?
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Exciting changes are coming to our Board 14 ILT course offerings!
Board Academy is excited to announce significant changes to our Instructor Led Training (ILT) curriculum. Designed in adherence to global standardization and first-in-class learning methods, the updated courses will ensure that participants across the regions receive a consistent, high-quality learning experience that…
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ALM Transport from Development to Production
I've used the Data Model and Capsule snapshots and transport packages in the past without any issues. However, I'm having an issue with one where our development environment (14.1.0.0.161052) is now on a different version than our production environment (14.1.0.1.240135). I created the data model package and moved it from…
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302 - Location tree
Hi I cannot see anything since row 18 in Location Tree - H Location data reader In the CSV file I see information until row 17, I do not know what I am missing Thanks
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Level 200, module 212: Update P&L Label Object for ITALY
On the module 212, i have followed and checked all the procedures but still can't find the problem with my dataview (part of the ITALY is missing) and the fx rate is completed
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Show All Text Cube Values for Each Entity Member
Hi all, Is it possible to show all text cube values for each specific entity member? I am trying to show all values from a text cube that are mapped against the accounts (See sample table below). When I try to use the text cube in the Layout, it's only showing one line of text when there should have been multiple lines. I…
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Flex Grid filtering then exporting
I have a flex grid that I'm trying to export a subset of the data. So I go to one of the columns and filter it. When I then go to export it to Excel, it exports, but there is no data in the Excel file. No matter what column I filter on or what I choose, it exports an Excel file with the correct column headers, but no data.…
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Security Settings do not apply with "Refer to"
Hi everybody, in our Board 14.1 (0.1.244711) we have a cost center dimension, that is used for the database security. The cost center dimension aggregates to three different hierarchies (legal entity, business unit and technology). Furthermore, we have a dimension for P&L lines. We have created a dataview which has the P&L…
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Formatting data in hierarchy
Hi, I need help to do a formatting. I have an hierarchy like this - Red box is Level 1 (Parent),Green box is Level 2 (Parent) and Blue box is Level 3 (child). Level 3(lowest child) ← Level 2 ← Level 1 Is there a way by which I can format this hierarchy on screen…such that level 1 appears in font size bigger that level 2…
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level 200 module 212 Not seeing any data
I am not seeing data in after running the procedure in module 212. See my screenshot below, it seems that there are nothing in Profit and Loss?
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Celebrating two years of Community growth and impact!
Time flies when you're having fun, and we’re thrilled to celebrate the two-year anniversary of Community's relaunch. As many of you know, the Board Community unveiled a fresh new look in February, 2023. Since then, we’ve seen remarkable growth: Over 3,000 new members have joined the journey. Discussions have grown by…
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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!