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More 'on-screen tips' formatting options in Board 14
Idea: Add additional formating options for the 'on-screen tips' on screen objects: Font/icon size → allow us to change the size of the on-screen tip button Background border → allow us to change the background border to any color (including transparant) Remove background → allow us to remove background in its entirity…
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How to allocate with a dynamic driver
1. Abstract In a complex application, we often face the need to perform allocations based on a different driver based on the situation, in most cases it is about cost allocation. We will see in this article a step-by-step example of how to implement such a process. 2. Context Cost allocation is an important process of any…
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Level 200 Module 209: Build Account Tree Hierarchy, Data Reader Issue? No records were loaded
Hi Team, Create the Account Tree Entities and built the relationships between them. Also Built data readers to load Entities, Members, and to establish Relationships. But when I Run the Data reader(H - Account Data Reader) no members are coming in Account Entity. Please help me to figure it out. Thanks in Advance.
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The Font Issue in DynaWrite in Version 12.5 and Lower
Hello, I created a RTF cube and use date entry to edit it and use DynaWrite to display the content of the RTF cube, and it looks like the font for bullet point and numbering are different. If you use bullet point, then the font is set to Time New Roman, and if you use numbering, then font is set to Open Sans which is the…
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Sorting entity members data reader not working ?
Hello I have an existing entity with 300 members that I woud like to custom sort (currently not sorted) . So I have enabled the custom sort options in entity options. Then I have created a datareader with option "sort entity" and in the file txt file I have sorted the members as expected. After running the datareader,…
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Four tips to maximize value from the Board Community
Author: Helmut Helmann, Community Captain. The Board Community exists to support members in their platform journey. As an active member myself, today I’m sharing four tips to maximize your Community experience. Active participation maximizes the benefits of the Community The value of Community increases as we all…
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Error when export Dataview to a flat data table
Hi there, I faced an issue, when exporting a Dataview to a flat data table. When I try to export the table I get the following message: Object reference not set to an instance of an object The reason of this message seems to be that I use a dynamic selection for year, and at the same time I included a pager with the entity…
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Level 300, Module 302 : How do I get access to All the source files used in the entire application ?
Hi Community, I have started the Level 300 course from the Academy and I am building the application on my local host rather than the live training instance. How can I get access to all the source(.csv) files used in this entire application? The Files have not been provided in the zip file available during the training…
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Honoring Excellence: Welcoming the Inaugural Board Community Captains
Congratulations to our inaugural Board Community Captains! We are thrilled to recognize this remarkable group of dedicated members—committed to excellence in everyday practice, enabling the ecosystem, supporting extended learning, and inspiring others to do the same. Learn more about Q1 Captains here. What is a Board…
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B12 Excel Download - workbook in faulted state
We found that users opening downloaded Excel files (option "Microsoft Excel Workbook for BOARD add-in") always receive an alert that the workbook is in faulted state. The only solution to prevent that, is to install the add-in on the user's PC, even though they are not using BOARD at all. Is this a known bug and will that…
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The Functional Test of the Solution in Level 300, Board in Your Organization Part 1, Module 306
It seems like you're encountering difficulty with question 2 of the Functional test of the solution in Level 300, Board in Your Organization Part 1, Module 306. I followed the instructions for building indirect cost planning and allocation and performed the verification. However, the values on the Expenses Planning screen…
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Looking up description from parent entity
I'm reading in SKU with a description. A child entity of SKU is "single unit item" since we sell some items individually, and sum in bulk packs that have a separate item number. Our ERP doesn't store a description for this single unit item. How can I read the description from SKU into the description for single unit item?…
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Export Powerpoint
Hi, when I export a presentation of multiple slides to powerpoint after every slide from the presentation it adds 1 slide for Current select and URL. how can the be turned off?
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Blocking Data Entry in Grand Total, while leaving data Open for Subtotals in DataView ?
Hello everyone, Any tips on blocking data entry for grand total but keeping it open for subtotals in a DataView? Thanks!
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Level 300, Module 303: step 3 - Validate budget data
Hi I'm using the Board Academy Cloud to complete the course. After initializing the budget and updating the P&L as instructed I got the wrong numbers for Income and, respectively, for Net Income. Expense numbers are correct What could be the reason for this incorrectness? P.S. I have an unresolved issue with loading actual…
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Leve300､Module305：The Functional Test of the Solution Question 1
After following the steps for Question 1, I received the following results and cannot proceed to the next question: Answer for Question 1: Classic: 0 Double Halo: 0 Grey Pearl Stud: 198976 Is there anything else I need to do besides what is mentioned in the test?
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Leve300､Module306：The Functional Test of the Solution
It seems like you're encountering difficulty with question 2 of the Functional test of the solution in Level 300, Board in Your Organization Part 1, Module 306. I followed the instructions for building indirect cost planning and allocation and performed the verification. However, the values on the Expenses Planning screen…
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level300､Module306:When executing [Defining Database Security Profile Cube Visibility],
When I executed the steps of [Defining Database Security Profile Cube Visibility], I couldn't input. It became disabled. If I hadn't executed the steps of [Defining Database Security Profile Cube Visibility], I could input. Please tell me how to input after executing the steps of [Defining Database Security Profile Cube…
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Update Localization/Unload/Reload as new procedure step
Idea : Add 3 new options as step in a procedure : Update Localization Apply current values in *_localized cubes Unload Database Same as "Unload" from the Data Model / Summary button Reload Database Same as "Unload" from the Data Model / Summary button but reload just after Context : Localization on entities are updated…
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Permissions to create presentations
Good afternoon! Within the permissions according to profile type, in the System Administration section, it would be great to be able to manage the possibility of creating new presentations. We would like to limit access to creating new presentations, as the client has some controlled presentations, but some users are busy…
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Allow developer to 'size' the pie, or take into consideration if Labels are on when setting size.
It would be good if the developer could control the pie size in the web like you could in the client, or if the size of the pie took into consideration if 'labels/outside' is set. Why? Because in the new web pie chart object labels don't necessarily show/appear as the sizing is incorrect..and it is impossible to make them…
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Vertical % on Dataview
Hi, can I somehow use vertical % ignoring subtotals on a dataview? Thanks
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About data view color settings
Hello I would like the text color to be red if the value in the data view is negative, and black if it is greater than or equal to 0.With the settings in the attached image, the 0 character color is gray instead of black, and the negative numbers are also light red and dark red. Ideally, I would like to display numbers…
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Level 200, Module 204: Functional Test of the Solution
All my values are duplicated when comparing my Board instance vs the view that should be correct when reviewing the functional test of the solution. I have tried all the steps suggested to check my build, but I cannot spot the issue?
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How to create a variance on one cube detailed by version
Hi, I am trying to create a variance column based on one cube that is detailed by version. The problem that we have is we have data in one cube by different versions. We have to create a report to compare versions together but we must be able to select any versions which means I cannot create a block reference on teh cubes…
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How to create Line Chart based on a category AVE value?
Hi Board Team, I have created a table like following. I collapsed the table so I can see the Row Total only, which is calculated based on Product AVE. When I use a table with a category, it is by Row by Channel L4 and Product. So, it is calculated at each row first, then make the average from each row calculation. If I add…
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"Timeout expired" error when running a procedure comprising of "Bulk insert to SQL Table" step.
Hi all, I am trying to carry out Bulk insert to SQL Table , but I keep getting a "timeout expired" error message. Here are some details about my setup: I am running this procedure on a Board cloud server which also has SQL database connection set-up. I'm using Microsoft SQL Server. I got the error as shown below in SQL…
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Earn advocacy points at a Board Beyond event near you
The Board Beyond 2024 Roadshow is underway and we’re excited to invite you along. Board Beyond Roadshow Join fellow innovators, leaders, and a fast-growing community to see where Board Intelligent Planning takes your business in 2024 and beyond. With 7 cities confirmed and more to come, we think you’ll find the perfect…
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Topic Thought Starters
There are many topics of interest to the Board Community. With a goal of expanding member's Board practice through thoughtful knowledge sharing from real-life example of Board in action—we welcome all ideas and can work together to refine topics. Getting started is often the hardest part! What should I write about? What do…
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Meet the Q2 Community Captains
Here's a brief overview of our Captains: Bart Scott is a founding Partner of CFO Solutions LLC. He is disciplined in establishing the underlying structures that support end-to-end business intelligence solutions. From sizing and planning infrastructure to implementing integrations and data staging, Bart helps clients…