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I used Board level 200 part 1 training instance to complete everything through part 3
LINK: https://trainingacademy.board.com/a27-emilqzsabweb/en/capsules Now when I download the zip files, a lot of the folders are empty. Is it intentional that the procedure folders are empty? Here's the zip files. https://us.v-cdn.net/6037492/uploads/AUUE056XIMPP/board.zip I guess, I cannot actually tell if the zip has…
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Scenario and Best Practice Inquiry: Entity Granularity Adjustment in Board Reporting
I have developed a report using a data model with structured entity relationships. The core entities include:ID, Level 1, Level 2, Chart of Accounts (CoA), Level 3, and Currency. In the initial design: ID was defined as a child of Level 1, Level 2, and CoA. Level 3 and Currency were not linked via relationships, as they…
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Freeze Pane in data view
On some screens, when I right click on my data view ,I see option freeze pane, but this option is not seen on all dat views. Why?
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Level 200: Module 207 Pressing button "Apply 5% increase" empties column CY budget
After clicking on Apply 5% increase the CY Budget column is empty. The Label uses procedure BUD - Increase Sales Budget by 5%. I checked formula of Data model procedure BUD - increase Sales Budget by 5%. It is set correctly to a*1.05 as you can see in the 2nd screen. Any idea where the error might be? I repeated all the…
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Cube Variances: Myth or Legend?
Hi Board Community, In Board 12, I see the Cube Variance options under Cube → Variances (e.g., LastDataFlow, LastDataRead, Minute, Day, etc.). From my understanding, enabling something like LastDataFlow should make Board automatically store a snapshot of a cube’s data before each Dataflow execution that writes to it,…
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Level 200: Module 211 and 212 after completing 211 and functional test not able to view data
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Module 212: Not able to view the values after Update P and L
Previously i had pasted all the screenshots regarding the issue, one thing i noticed now is after completing all the processes , the screen is popping results of 2024. But according to the steps it should be of year 2023. Is there any problem with the year. if i select year 2023 in the play mode i am getting values similar…
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Level 200: Module 212, I am not able to view the data after validating Update PandL
Based on the previous reply I confirmed all the procedure and layout of the cube the size is 0kb and double checked everything. One thing i noticed was in sales planning i am not able to view the data (it is popping a message as No series). I have attached the screenshot of that also, please help me with this issue
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Level 200: Module 212 : I am not able to view the P and L screens Values, it is displaying blank.
I have attached all the screenshots please help me with this
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Done with my Board training, and downloaded my zip files
I noticed it says download capsules and data models. It doesn't mention procedures or other stuff. And now, accordingly, procedures for example are all blank in the zipped folder, and a bunch of other folders are just blank. After doing this training, because I found it very helpful, I wanted to download ALL the files in…
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Reset filters option
Hi all, would it be possible to add a “Reset Filters” action that brings all screen filters back to their default state? For instance, if a planner changes filters for Product, Customer, or Year, selecting “Reset Filters” would restore the initial screen setup. Kind regards
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Module 209 Section 12: L2 Demo Data Model New Procedure ACT - Expenses Data Load Steps
I am trying to complete step 4, but there is nothing to select within Selection. How do I fix that?
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level 200, Module 209: I am not able get the same results, the values are different
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Level 200: Module 210: Copy paste objects the values are not getting paste with the same results
Copy the "LC Data View" object from your "Expense Actuals"Screen and paste it into the Tab object on the "Expense Planning" Screen. I have shared the screenshot where if i copy the object and paste it in expense planning the values are not correct and also the variance and variance % are missing . Please help me with this
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Is there a one-stop shop for keyboard shortcuts?
As most FP&A folks are, Excel is my comfort zone and over the years I've grown fond of my keyboard shortcuts. I'd like to see if there is an easy way to learn keyboard shortcuts in Board to help me transition into this. I'm being assigned to be a Power User for our implementation, and want to hit the ground running, but…
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Level 200. Modul 209: The values are not matching, can you help me with this about the mistake
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!!! Autofit !!! - Dataviews, Flexgrid, Labels
We need the option to activate the autofit of: Dataviews Columns Flexgrid Columns Labels (needed for e.g. to create breadcrumbs links that lead to different pages depending on which part of the link you click. Example: @Contry \ @Region \ @City could be rendered with three labels on top of each other with three different…
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Visibility Property enhancement: "gone" element
The idea involves enhancing visibility property of objects by allowing the user to hide an object (through a flag) nately shifting all following ones upwards, just like in a standard css "display:none" property. This need comes from several requests recieved in order to easily be able to edit a dashboard by choosing which…
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History of changes for each tuple
Many other tools (e.g. Anaplan in the example below) offer the possibility to right-click on any cell of any report and "drill-through" on a table containing the history of changes for that specific record. The MVP of this is feature: Would be extremely valuable to increase transparency and explainability for both…
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Offset Rules
1. Abstract Offset rules are a type of rule which allow you to reference multiple blocks in the same layout as part of your calculation, they can be very powerful but should be used with caution. 2. Context Offset rules can be very powerful in certain circumstances but should be used with caution due to the complexity they…
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Capsule Procedure vs Datamodel Procedure
1. Abstract While developers are facing procedure creation, they need to understand when it is appropriate to use data model procedures vs Capsule procedures. 2. Context As developers, it is our responsibility to always keep the long-term maintainability of our solutions in mind. Procedures must be developed in a…
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Flexgrid - expande and collapse all groups
Give the possibility to Expande or Collapse all the aggregation groups with the same function present in Dataview.
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Flexgrid: Aggregation Rules definition per Entity members/KPIs
We lack the possibility to define different aggregation rules and levels for different items of the same entity. For example: We have an entity "KPI" We have some Ratios in our KPIs Ratios need to be calculated at the granularity level that is currently displayed on the Flexgrid In Flexgrid, calculations are being…
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Allow end users to change their culture settings
As an end user of board I'd like to be able to change my culture settings (number format) without having to ask an admin.
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Export Functionality for Data Model Package Review
Current Limitation: When reviewing a new Data Model Package in the Transporter, there is currently no functionality to export the full list of detected changes to Excel, Notepad, or any other external format. This limitation becomes particularly problematic when dealing with a large number of changes that need to be…
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Level 300, Module 306 Functional question 2 problem
Unable to enter data in Indirect Global Expense Planning template. Cube used in the template I enabled the Data Entry. Can please help me in this
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Day entity in a dataview displaying in American Format
Hi Community, I am using V14.3 and have an issue with the Day entity displaying in American format when used in a dataview. When you view the day entity in the time range it is displaying in Australian date format. If you extract the tree and view the Day entity it is displaying in Australian date format. However, when you…
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Clear Cubes / relaod cubes linked to an entitie by procedure
Hello, As a developer, it really time consuming to extract all the database and to reload it, all of that just for improving a max item number (for example) There is workarround of course, clear specifically cubes concern and reload them through datareader but the work is really time consumming when the entity is used many…
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Data Block Visibility in Dataview
Is there another way of forcing a Data Block in a Dataview to be always shown even if it has no value apart from checking the "Show all" in Axes?
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How to use advanced SQL statements to Bulk Insert in SQL table
*NEW—Includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared in the step-by-step guide outlined below. https://player.vimeo.com/video/1124042460?badge=0&autopause=0&player_id=0&app_id=58479 Quick view 9:48: Use Case 1—Using Filters…