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Upgrading Board License Key
Steps to upgrade a Master or Server license Stop Board Service Move current license *.key from the current folder location - C:\Program Files\Board\Board Server and save it to the desktop Launch the Key Manager program from Windows Start menu with “run as administrator” option. Alternately, double click the program…
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Quick Poll: How valuable are the Board 'How-to Guides' to your practice?
Did you know that since the re-launch of the Board Community early in 2023, our Board Center of Excellence has published 26 'How-to Guides'? These helpful guides provide step-by-step guidance to support specific use cases, complementing our Best Practices (applicable in most situations). You can easily stay informed when…
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Workflows
What are some common workflows? What are some ways procedures have been used to facilitate a process or user experience?
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Hide header column for Smart Import
Hi, The idea is as simple as the title suggests: it would be nice to be able to hide columns for smart import. It would be much easier to manage screens like this: Because it is, in fact, a game of superposition: Have a nice day, Mateo DE LOS RIOS
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Level 200: Module 209 Cannot get correct data by select "Sales Expense"
Hi all, I am doing the test section is Module 209 but get the empty data by select "Sales Expense" like below: I think the issue may be the establishing of Account, but I have built the data reader according to the trainning and with no error the entities and relation are like below Can anyone give some adivse, thank you.
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Level 200 - module 206 --- copy LC data view only
HI all, I am trying to copy just one data view from a tab container that has 2 within it..this is the step in the training: Copy the "LC" Data View object from the "Sales Actuals" Screen, and paste the Data View Object on the "Sales Planning" Screen. This is the screen: I select "LC" but when I use the "copy Object' from…
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Select a row template per block to overwrite the row header template
Dear all, It's usual to have a row header format and a column format (for data) that are different. It would be nice to be able to apply to Blocks another format / template than the row headers.
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Subscription Hub - Add its release and Board Release
Hi, in my opinion it would be useful to have visible in the Subscription Hub: a) its specific release, which is currently not visible anywhere b) the full board release on the servers (example > currently 12.6.0.2.90909 and 12.6.0.2.91269 are both shown as 12.6) ciao, federico
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How to configure FX simulation in GCR
1. Abstract Board Group Consolidation and Reporting (GCR) is our statutory and managerial consolidation tool. In GCR, you can run consolidation based on accounting data, but also based on data coming from any other sources for planification purposes (such as budget & forecast). Here, we are talking about different sets of…
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How to calculate branch contributive view in GCR
1 . Abstract Board Group Consolidation and Reporting (GCR) is our statutory and managerial consolidation tool. In GCR, we strongly suggest to leverage the consolidation nodes with a multi-logical flat approach. It allows the reproduction of any consolidation or sub-consolidation with the direct contribution of each…
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Indipendent display mode by each entity in axis
It would be amazing have the capability to choose display mode (code, desc, both) indipendently by each entity set in the axis thanks
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Block reference and unbalanced hierarchy
Hello all, This point is about unbalanced hierarchy. We can't use a block reference on this type of entities, except on the leaf level. The issue is that when we have an unbalanced hierarchy, it's because we use a lot the consolidations level. It would be great if we can have the same possibility as a classic…
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Period Types in GCR
1. Abstract Differentiating period types and aligning them with the fiscal calendar, as well as recognizing variations in closing procedures, significantly influence reporting requirements. Familiarity with period types within GCR enhances your ability to optimize its utilization. Grasping its functionalities and…
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Equity Method Accounting BFC/GCR
1. Abstract The equity method is a crucial accounting approach used to reflect investments in associated entities accurately. This abstract provides a comprehensive overview of the equity method, elucidating its fundamental principles, application, and implications for financial reporting while focusing on its…
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How do you build a report that shows Data in multiple Rows instead of columns?
Hi, We are trying to build a report that has multiple Data Selectors say sales and sales PY that show up as rows. Currently the data selectors are showing up as columns. The report Axis is "BY ROW nothing" and "BY COLUMN Quarter Month" The data has two Data Selections. Sales and Sales with a time adjust for PY. When you…
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UBH - Using dependancies in Procedures
Dear all, Since the integration of UnBalanced Hierarchies, a world opened to us! Including the dependancies selections (Leaf, Descendants, children, etc…) of the UBH in a DataView. However, these dependancies can NOT be used in Procedures. It could be usefull to easily calculate the weight of a member Vs its direct parent.…
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How to use Unbalanced Hierarchy
1. Abstract A common requirement when structuring hierarchies in Board is to create an unbalanced hierarchy, Board facilitates this with a dedicated feature “Unbalanced Hierarchies”. 2. Context Unbalanced hierarchies can be a very useful addition to a Board solution; however, how to define and maintain them requires some…
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Level 200- module 205 - Bad gateway error
Hi all, I had just completed the addition of a Label object to show the upload Timestamp. It didn't work on Friday but when I logged in on Saturday it worked. Then I made a change to the procedure to include "Get Back" on the "Yes' option for the upload label and then things started to get querky…work and then not work…
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Quick Poll: How valuable are the new Board Best Practices?
With the launch of the new Community experience earlier this year, we also introduced new technical knowledge sharing from our internal Board Center of Excellence. New Best Practices— illustrating the best ways to use Board, in most situations—are regularly released. Have you reviewed these new technical resources yet? We…
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SmartImport with acceptable limitation of 12 Months by 'column' and 1 cube in Layout
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Xtract Paged by with @entity_name in the file_name
Tanx
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Partitioned cubes and sparsity
When performance problems occur, one bottleneck is backing up the data on the hard drive. We can counter this by setting the saving policy. Depending on the selected setting, it is a trade-off between performance and security. With my suggestion I would like to defuse this tension. With the SQL-Server from Microsoft it is…
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Customize available shapes and sizes in graphs
In graphs, we do not have many possibilities to customize icons and sizes. In the graph above for example I would like to have something else than a triangle, circle or square, and be able to adjust the size (the yellow triangles, I would like them bigger).
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Broadcasting multiple presentations
I'm currently limited to broadcasting a single presentation to recipients. As a result I end up broadcasting several times to a recipient. I want the ability to send multiple presentations/pdfs in a single Broadcast to recipients.
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Screen feature : Ability to abort a layout directly from the screen
Sometime user may request to many data from a screen and are stuck waiting for a layout that will took many minutes to completed or more likely failed. While it's possible to abort these layout from the "Running tasks" at the moment, the feature is restricted to developers. My idea is to add the ability to abort layouts…
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Group Users by Instance
Hello, We have just converted to BOARD Cloud, and therefore are now using Subscription Hub for the first time. I'd like to have the "Search" that you can do in the Name, Account Name, etc. also be applied to the Instance and Role columns. I appreciate and understand that users are grouped together for better understanding…
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Snap to grid option for screen design
I'm sure this has been suggested before but I haven't been able to find anything on the exchange. Myself and many of my colleagues have expressed frustration in getting objects correctly aligned. Is there a chance that a 'Snap to grid' feature could be added in future builds? Similar to how a tool like Figma (or other EPM…
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Possibility to map selector to only one block
It would be great if you could map a selector (e.g. month) to only one block of a data view. So you could have two e.g. month selector each controlling one block. This would allow a flexible time selection for actuals as well as the comperison period.
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Quick Layout for blocks
It would be nice if there was a possibility to changes blockes just like entities in quick layout.
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Allow more detailed formatting of dataview
Currently the "Block Format" options allow to edit the style of single blocks, headers and total values. However, it is not possible to change the style of some dataview elements such as specific cells and total labels. It could be useful if the developer could, for example, set the "total" dataview labels in bold or…