-
Excel Add in - Error Messages
We sometimes get this error message when trying to refresh Excel Layouts: This user is not authorized to access the Board Server. Passwords are case-sensitive. We have found that sometimes this has nothing to do with the user setup/security but that the data model has been updated so the Layout is now out of date and needs…
-
Visible Options Based on User Permissions & Improve Keyboard Shortcuts Pane
This proposal seeks to enhance user experience and simplify navigation in Board by: Hiding Advanced Options for Basic Users Just as the "Design Mode (F4)" option is hidden for users without access, other advanced options tailored for power users or administrators should also be hidden for basic users. For example, several…
-
Level 300, module 303: Functional Test
Hello Team, I am getting different numbers for the functional question 1 and for question 4 Thanks
-
Flex Grid and wrap text in columns
Hallo everybody, in a Data View it is possible, to wrap the text in a column, so you can use a small columns width. This function is currently not available in the new Flex grid object but it could also be useful. Best wishes Thomas Schendl
-
Flex Grid and wrap text in columns
Hallo everybody, in a Data View it is possible, to wrap the text in a column, so you can use a small columns width. Is this function also available in the new Flex grid object? Best wishes Thomas Schendl
-
Board named as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software
BOSTON, Mass., — November 20, 2024 — Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2024 Gartner Magic Quadrant for Financial Planning Software for the third consecutive year. The evaluation was based on specific criteria that assessed Board for overall Completeness…
-
AI Integration API with OpenAI
Hi community, To enable and empower my data with AI in board, I am looking for a step by step guide on how to set up an API with OpenAI to analyse my data with the big language model ChatGPT and get the text response in board (text cube). I know it's possible, but I haven't found a guide on the forum on how to set it up.…
-
Option to Exclude an Entity Member from the Layout pop up menu
Hi Team, Currently I see we have the option to Select a specific member using the Select option that is available in the data view layout context menu - like the one highlighted in the screen shot attached. However sometimes there is a need to exclude a specific member from the layout, hence would it be possible to also…
-
Level 300, Module 305 Functional Test 1 problem : Incorrect Value for One Planning Product in
Hi everyone, I’m stuck on Functional Test Question 1 in Level 300, Module 305. Despite reviewing the steps multiple times, I’m getting correct results for two planning products but an incorrect one for the Classic product. Thanks in advance.
-
presentations & other user's custom features management
Currently there's no way to track presentations made by other users. These can be affected by capsule name change or other reviews. The same for subscriptions, send to… It's fundamental for administrators have visibility on user's custom paths to properly evaluate impact in case of maintenances & reviews of Board…
-
How to get just the date in ETL on data reader
Hi, I'm trying to find a difference between a date when and item is released and today on my data reader. I have the release date pulling from an API source. I'm using the =today() formula to return a day on an ETL but it's pulling back the date and time stamp like this: Then when I subtract the two I get a really off…
-
Level 300 Part 1 - 306 Wrong results for Functional Test Q2
Dear Board, I am getting wrong value in Expense Planning Screen for store FR0001 Any tip how I can solve this issue? Thank You, Abhishek
-
Add Filter to a screen
Hi all, I have Screen1 and Screen2, in which i want to apply the same filter for Entity. Through a procedure I managed to apply the same filter (that we can call "Deal") to both Screen1 and Screen2, by selecting it from the Screen1. Keeping in mind that Screen2 is already filtered for "month", when i apply the filter…
-
Level 300 Part 2
Hello I am not able to log into the level 300 level. The credentials given do not work. thanks
-
Monthly Customer News Update - November 2024
How to tackle ESG and tips from MasterPet to document your Board solutions This month's topics are as colorful as autumn leaves—check outall the stories from peers and learn more about our very first acquisition: Predictive planning leader Prevedere! How the global restaurant chain The Cheesecake Factory plans with Board…
-
Configuring Entity Selections to Apply Only to Charts, Not Data View Grid
Hello Team, I have a page with entity selectors, corresponding charts, and a data view. However, I need these selections to apply only to the charts, not to the data view grid. In other words, they should not sync with the grid. How can I implement this?
-
Dynamic Go to Screen on a dataview button
Hi I am using Board 14.1 and having trouble using a data view to select a screen based on a block. I'm looking for the dynamic Screen option but it does not appear for, have I missed a step, they are identical data views. As seen as Board 14.1 As seen in Board 12.5
-
dataflow problem
Hi All, i have a problem with a calculation between 2 cubes First of all, i want update the cube B (5 dimension) using the value of Cube A (2 dimension \the other 3 dimension i used the filter in the procedure) without delete the other part of the cube B. the Algorithm use the cube A and B explained before. The reason of…
-
New capsule not showing in folder security
I created a new data model and capsule in our sandbox environment and moved it over to production via the cloud admin site. I can assign the data model to different user roles and they show up for the user (Powerusers can see it in the data model section). However, the new capsule won't show up under folders for these same…
-
Board Acquires Prevedere to Deliver Unmatched Predictive Power for Enterprise Planning
Big news! We’re excited to announce that Board has acquired predictive planning leader Prevedere. By integrating Prevedere's unmatched 5+ million global data sets including macroeconomic indicators and AI-powered predictive modeling, Board is now the only enterprise planning platform in the market that offers a…
-
Object Effects: Transitions
This proposal seeks to improve the "Effects" section by introducing a variety of transition effects to complement the existing "Object Opacity" feature. Current Issue: Currently, when an object set to 0% opacity is hovered over, it suddenly appears, which can be visually abrupt, making the element seem to pop out of…
-
When procedures triggered from screens fail you 😯
We are looking at all cases where a procedure executed from a screen can fail and stop. We have found what I relate below. ⚠️ Could you, please, point to additional cases? This way they are registered for future consultation by other members of the Community. ⚠️ When a procedure is launched from a screen, it can be with a…
-
Export screen data to xlsx
Hello, I am currently experiencing an issue with exporting the Data View to Excel and would appreciate your assistance. When I select the "Standard Microsoft Excel Workflow" export option, the generated file maintains the exact format of the Data View, which is ideal for my needs. However, I lose the formulas required to…
-
Export the list of BOARD capsules, folders and screens with the structure
Hi Board Team, Could you add a function allowing export the folders and screen names with its structure? For example, we can export the list of the folders and screens as following to an Excel. This helps us to review our existing screens and also write up a manual. Thanks
-
Level 300, Module 304: How do I upload the data into the data reader? #Level300: Building a Planning
FIND HOW MANY HOURS: How many hours did you made to accomplish module 302 in Level 300
-
Adding Comments or Highlights in Data View
Hello, I was wondering if it is possible to add a comment or note to a cell in Data View. Moreover, is there a way to highlight or change the color of a specific number within a cell ? I have been searching for a way to achieve this but have not found any clear instructions or options in the documentation. Thank you in…
-
Level 300, Module 304: How do I upload the data into the data reader? #Level300: Building a Planning
Loaded From txt Files, it's critical important to make sure we are integrating all rows.
-
Level 200, Module 207: Applying Budget Increasement
Can someone help me with the Budget Increasement? Whenever I try to apply the Increasement, the data for CY Actual disappears even though I did the exact same steps as in the tutorial.
-
Session expired (reason: 0x0419)
I encounter periodic session expiration with message "Session expired (reason: 0x0419)". I lose some of unsaved work. What is the reason for this? How I can turn it off?
-
How to export the list of BOARD capsules with folders and screens?
Hi BOARD Team, During our development, we have created too many screens. Now we are trying to do a tidy up and remove unnecessary screens. Is there a way I can export the folders and screens name into an Excel list? Showing Folder and screens under each folder? Thanks