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Need help with Report building, particularly Total By
Hi, I would like to ask for some tips about the best practices with regards to building an archive report. We have an archive cube with the following 6 entities: Month, Reporting Year, Version, Business Area, Currency, PnL. PnL is the biggest one with <200 members, all of the others are <20 members. I have a screen…
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Create a ytd calculation in board
Hi, i want to ask what is the best approach to create a YTD calculation from my cube? I already have the Cube but it still calculates per monthly.
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Validation on horizontal Checkboxes
Hello I had to apply a validation rule on a cube (checkbox) to ensure only one choice is selected. However i need to enable the ROWTOTALS for it to work (and the validation only works when save/undo is enabled) Is there any way for me to lock the column totals. I cannot hide it otherwise the validation rule does not work.…
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Is there a way to change the default path for files exported from Board?
Each file (pdf, excel) exported from Board go into a user's downloads folder. I would like to configure the export path to a different folder which I can then build trust center policies around. This would support our ops team that has to download dozens of reports during ME close and has to enable editing on all exported…
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Flexgrid 1 data block - detailed by columns - XLS export trouble
Hi all, i have troubles to export into XLS simple flexgrid with 1 data block - by Column entity "Month" The layout is working on screen, the trouble is only when tryin to export into XLS. It's running without ending, no file generated, seems like frozen: btw. the same layout in flexgrid just with Month in rows is working…
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Monthly Customer News Update - April
The Acceleration Edition The pace has changed. Your planning should too. Planning isn’t evolving step by step anymore. It’s speeding up. New technology is live, market pressure is rising, and your peers are already adjusting. The gap between reacting and leading is getting visible. This edition shows what’s changing—and…
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303: Planning expansion: forecast: Q1 Initialize Forecast
I'm encountering a critical issue following my functional test. I can't find the correct Variance amount on the Sales Planning screen. I also noticed that several people have encountered this problem but without a validated solution. I've performed all possible checks: Procedure: SET- PLN-Initialize Planning SET - Flag…
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April CommunityCast and Monthly Mission
🌦️Welcome back to April's Monthly Mission. Community had a busy March loaded with valuable content highlighted by the release of Board 15, as well as one valuable user experience change we think you'll love. Here are your one-minute, Community updates this month: A big 'thank you' to March's participants, @Holly Rieke,…
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How to use "Export data view to file" function in to export data view layout on server.
Hi Guys, I am using "Export data view to file" to export the layout on server but getting error. Can you please help me to solve the issue.
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LEVEL300, Module305: Regarding Functional Test Question 1
Hi all! I am struggling with Functional test question 1 in level 300 module 305. Already checked all the steps 3-4 times, still cannot find what's the issue: when I am completing the steps for Functional test, I am getting correct result for 2 planning products, and the incorrect one for one planning product, as shown on…
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Validation on Checkboxes
Hello I have a scenario whereby i can check only one box at a time I tried creating a validation rule whereby i check the rt(of specific cube) , valid when < = 1. Unfortunately it does not work, i can check more than one checkbox at a time. Tried to lock cells "cells locked by Block" using rt(e) is not 0 i get following…
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April Outlook: Growth Concentrates, Value Spreads
April’s Economic Outlook highlights a shift in consumer dynamics that is reshaping growth patterns across North America. While overall demand remains resilient, it is increasingly concentrated among higher-income households. At the same time, value-oriented behavior is expanding across all segments, including those still…
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Data entry input validation rules
1. Abstract Data entry is an essential component of any planning application within Board. With a dependency on end users, applications should aim to minimize human errors. When data entry is enabled in Board, it allows our end users to input information and write it back into the Board Data Model, contributing to…
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Difficulty logging in to Board
Hello, We recently merged with another company, and employees from that company use a different email domain. We’re trying to grant Board access to one user from the new company. From the admin side, Board shows that she has successfully logged in. However, on her end, she’s unable to access the platform. We’re not sure…
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Board 15 is here!
We are proud to announce the newest version of Board, introducing AI capabilities, the new Board for Microsoft 365 Add-in, Operational Forecasting, new Presentation authoring management configurations, and a wide range of enhancements for Flex Grid. Read all about the Board 15 release in the dedicated release notes section…
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Board SQL Connector (Inbound ODBC Driver)
I am trying to export data from board that I can them import into Power BI using ODBC. I am unable to use the power bi addin due to the fact we are using a http site and do not have the Board Subscription Hub. This is for Board 12.5.Any help would be greatly appreciated. Thanks
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Level 302 STEP 12 Configure in Data view settings not visible.
Hi , In Level 302,Step 12 of build I am unable to see configure (Pencil Icon) on workspace shown in screenshot.Please help on this.
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Level 300, Module 306 : Facing issues in 306 functional test Q2
Hi Team, I am facing issue in 306 Functional testing Q2 after data entry for - Office salaries, Office Technology Software & Hardware and Global marketing Campaign in the Expense planning page. After following all the instructions and removing the flag from 6400 wages the following are my results: Office Technology…
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Introduction to Board: Analysis and Reporting OnDemand
In Module 1 Quick Layout option is not available
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Level 300 Module 306 Functional Test 2
Hi, I’m currently facing an issue with Level 300 – Module 306 Functional Test 2. I have completed and verified all the requirements; however, the system is still not accepting my results. Could someone please assist me in identifying what might be going wrong? Thank you for your support.
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Exporting Charts into PDF/Screenshot does not work
Hello, Whenever we export Charts B, C, and D (see image), it's always exporting a snapshot of Chart A (top left chart). All of these charts are in a Panel and I think it's picking only the top leftmost chart when exporting. Exporting it to Excel works though. Can anyone please help on how to make this work? Or is this…
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Not able to logging in Localhost
can anyone help me to fix this issue ? earlier it was working fine from last 2 days i am facing this issue . Please provide solution Thank You!!!
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Level 200 chapt. 212 Unified Planning and Reporting: Data and Rules Consolidation. Duplicated incom
Hi everyone, in level 212 I’m experiencing an issue: I see duplicated income values. I can’t figure out the cause — can someone help me? Thanks
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SQL Data source connection issue On-Prem
Hi All, I'm trying create a new sql data source in board. so for that we have created a odbc and established the connection but when we try to browse the data from data reader it showing below error. can anyone help me to fix this issue. "ExecuteReader requires an open and available Connection. The current state is closed."
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Level 300, Module 303: Functional Test Question 2
Hello Everyonce can anybody help as I am unable to find answer of this as whenever I am trying to run Apply 5 % increase action ,I am not able to see any message on screen.what will be the root cause.? And what is the correct answer.?
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Selection automatically resets to another value in Layout despite removal of all selection
Hello, I am experiencing an issue with the selection of the entity “SOCIETE” in a BOARD screen (KPI capsule).When I select a company in the screen (e.g., Dell) and then switch to Design Mode → Layout, the selection is immediately replaced by another company (Lux). This happens consistently whenever: I open the screen, I…
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Are there community posts where people do like a show-and-tell? Of dashboards, reports etc.
I'm currently trying to build aesthetically pleasing dashboards, that would for instance answer "Where am I against budget" in 30 seconds for a business partner. I'm having a hard time creating something that looks "pretty" which is subjective I know, but are there any "show and tell" forums where people have shown what…
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Q1 - Functional test - Level 300, Module 306
Hi, Can someone help me with this answer? Please Thank you so much
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High Concurrency Planning
1. Abstract More and more companies need to perform planning under highly concurrent conditions, rather than a few planners inputting large amounts of data for the whole company, responsibility is instead shared across the business for one or more key users in each area to do their own planning, with the input then rolled…
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Level 300 : Module 303 Functional Test Mismatch in numbers
Hello Board Team, I am getting different numbers for Functional Test Question 4 I think even after selecting all the countries the data doesn't change since the default selector for country has UK selected the data is shown for UK and after resetting the selector for country the data doesn't change first image has UK as…