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Monthly Customer News Update - September 2024
Talking customer-centric strategies with Missoni and streamlined reporting with Euromaster We hope you had a relaxing summer—it went by too fast! As we nowturn our collective heads to the second half of the year, we’re eager to sharesome exciting news from Board. Highlights today include: Missoni's customer centric…
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Unable to load unbalanced hierarchy throught datareader
Hi, I have followed the steps mentioned in attached article on how to create unbalanced hierarchy. I have successfully loaded the entity members. Now as I try to define their relationship I am unable to do so. https://community.board.com/discussion/16748/how-to-use-unbalanced-hierarchy I want to assign AC2 as parent of…
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How to remove the totals for a Entity Block?
Dear team, Can we remove the total 325 form the column description. Where Description is a Item entity block. We have put it to show the description only.
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Chart - show lowest performer next to overall performance
Hi I have a question regarding a chart. In the upper chart you can see the overall portfolio performance - In the chart i would like to show the 2 bottom performers any idea how that can be solved?
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Community Roundup: September 2024
The Community team is thrilled to share with you some of our highlights from this summer! With a huge focus on the Community Voices and Captains program, we've had a busy summer full of content! Some of the new features and Community accomplishments since June can be found below. June 2024 Awarded the June Badge of the…
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Distributing total value on 12 months ahead based on a month
Hi Guys I have a requirement to divide a total across 12 months based on two months during the year namely April and October Example: April 2023 - 12000 USD will be split from April 2023 to march 2024. October 2023 - 2000 USD will be split from Oct 2023 to Sep 2024 I have come across the below ticket which is similar to my…
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Distributing total value on 12 months ahead
Dear Community I would like to know a way to distribute proportionally a total value on 12 months, starting from an specific date. I have a cube with the dimension "Project", that has the total benefits for each project, and I have to distribute that value on 12 months, the thing is that, each project has different dates,…
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How to create iteration in financial model in BOARD
Mi, My name is Francesco I’m proficient in MS Excel, but I want to move some models built in Excel to the Board platform. I’m collaborating with a Board Consultant, and together we are working to port these models from Excel to Board. Specifically, I need to solve a task related to creating a financial model for the P&L,…
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Data Reader Negative Validation
Hi, does anyone have an idea why Valid.Rec . would show a negative value? I also ticked the box the log. however it isn't showing up in the folder. Thanks, Maik
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Is there any alerting mechanism in BOARD?
Hi there, Apologies if it was obvious and I missed it but is there any alerting mechanism within Board that could be used to , say alert in the event of task failures? Ideally using a webhook or something similar to update a slack or teams channel
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Drill Down with layout selection in dataview
Hello everyone, I have a dataview with a layout selection and my problem is, that the drill down takes over the selection of the dataview, no matter what I choose in the rows (for ex. I have income and expences in the rows, but if I choose one for the Drill Down, it shows both of them, because I owerwrote the screen…
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Which Excel sheet is imported with SmartImport?
When I imported an Excel workbook with SmartImport, the rightmost sheet was imported. Is this by design? I need to explain to my customers. Could you please provide a link to the online documentation where this is clearly stated? Thank you in advance.
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Maintaining same Font across Application
Hello friends Im looking for a way to standardise fonts across the board capsules, is there a way i can do same Rgds Khaleelah
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Save issue
Dear Friends, On below screen , im trying to save the last completion date when status is updated and Finalised Date when Final is updated The two dates are cubes with same dimensions. A procedure with two dataflows has been written to save the dates as shown below. However, when updating the Final Column, the Last…
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Board Office Add-in documentation is here!
The moment has come: Board Office Add-in documentation has been published on our new knowledgebase website (as well as the 12.6 manual). This documentation covers requirements, installation, about the Office Add-ins, and how to create Objects and Data Views. Some of the articles you will find are the following: Getting…
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B14 - where is the option in a data view to select another database
Hi, I have a screen that is configured for multiple databases. In the selectors, I can select which database to use. However, I don't see the option in the data views. How can I select another database? Thanks RJ
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Screen Layout Design
Greetings everyone, I have this layout design I have not been able to realize. My report has many columns. Grouped and Summed by two columns(print/Cost) Any idea/resource on how to achieve this layout will be appreciated. Thanks
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Level 200 Module 213, Sales Upload/Expense Upload empty
Hi, up until now the loading data > publishing data on the Sales Data Upload and Expense Data Upload screens have been working fine, but now when I try to load data those screens are empty, and no data is loaded. The only filters I have on these screens are the country selected. Here are the procedures for both: Thanks
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My data mis matches with data which shows in the functional testing in 306
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[Procedure] - empty all cubes in one times
Hello, Is there a way to empty all cubes in only one step into a procedure?
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My training environment keeps having issues
Hello, My training environment has a lot of issues, is this due to the latest update? thanks
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Level 200 Module 205 Sales Actual GBP are Incorrect
Hi All! i just finish the module 205 and in the Functional test requires this result for GBP: In my screen i have this result: The variance is the same but the totals are different, furthermore if i select the LC Tab i get the same result of the Functional Test: Can you help me please? i don't understand what is the…
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Layout with columns different period of time selected
Hello, I would like to have a layout with same entity with different period selected. Example column 1 with quantity period January December 2023 column 2 with quantity period January June 2023 Best regards, Gabriele
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Board 11 Sunset
Board International made a commitment to provide extended product support for Board 11 when it was released over 5 years ago. Since 2019, Board has launched 2 new generations of software. The latest version (as of the publication of this article) is the Board 14.1 release, which represents a milestone in the evolution of…
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Template
Dear, Is it possible to create template which have selectors? Example below has been implemented on a screen. These are interactive selectors with capsule procedures. Now i need to use same on other screens. Is there a possibility to do so. Thanks
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Hierarchy order
Does the order of the entities matter in a hierarchy?In below example, given sub brand is above Brand, does it affect selectors on screen if i select Brand before sub brand?
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How to: Integration with Dynamics 365 OData APIs
1. Abstract This document illustrates two different methods of connecting Board to Dynamics 365 OData APIs and all aspects related to these configurations, such as authentication, testing and pagination. 2. Context Integrating Board with Microsoft SaaS products is becoming an increasingly frequent ask. One of the most…
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Gauge
Hello Everybody! Is it possible to put conditional formatting on a gauge? I would like to be able to go from red when we are close to 0 to green when we are close to 100%
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Selector with only valid entity member but without the setting "show only active members"
Hi I have the following Issue on several entities. here explained with cost center and profit center as i think most of people know these. We have a cost center report with a selector on Profit centers and one on cost centers. Now if i select a profit center, all cost centers are available, even the ones not connected to…
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Nexel won't write back to cubes on the web?
Hi, I have a layout using Nexel (with Allow Write Inplace highlighted) that commits data into a cube using a single rule. This works great in the client. However, on the web, it does not commit data to the cube when a "Save Data Entry" action is performed. Additionally, unlike in the client, the web does not even have the…