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How to update GCR version (1.0.1 vs 1.0.2)
1. Abstract As you may know, in Q2 2023 the first version of GCR, the new Board Solution to manage Financial Consolidation has been released. Since then, the development of the solution is not finished, and new patch releases will be frequently released. The goal of this document is to guide how to update your current GCR…
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How to update GCR version (1.0.0 vs 1.0.2)
1. Abstract As you may know, in Q2 2023 the first version of GCR, the new Board Solution to manage Financial Consolidation has been released. Since then, the development of the solution is not finished, and new patch releases will be frequently released. The goal of this document is to provide guidance on how to update…
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In capsule, how to restrict procedure launch for read only user ?
Hello, In BOARD we have a P&L capsule shared between 2 user groups Controlling user that are allowed to launch procedure that may change data like clear data / reload data from ERP / launch allocation Reporting user that should only have read only access. They should not be able to launch procedure. The issue is that "Read…
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How we can current year 2024 sales values into Budget year 2025 using the procedure?
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How use an algorithm picture on parents aggregation
Hello, I would like to use my algorithme picture on parents aggregation, When I use it it's working on children but not on parents. Have you a solution to display the picture on parents ? Best, Shanèse Rouabah
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Level 200 Module 204 Data Reader
Hi, how do I get the source files that I have to load in Step 8 in the Data Reader ? Can I download it anywhere?
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How to manage three different rules in the same layout
Hi, I'm in the situation described by the title. The rules are based on the same entity, but I want to use them in the same layout due to the type of calculation the user selects. Have you got any tips?
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Celebrating 365 days of Community!
Congratulations to our Board Community members and friends! One year ago, we started out on a new journey together, bringing together more members, sharing knowledge in new ways, and growing the collective wisdom of a dedicated community of Board users and enthusiasts. I'm thrilled to say—it's working! Here are some 2023…
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Display Year
Hello community, I looked in the substitutions formulas but couldn't find any one that can show just the year in a dynamic way, so that when I'll be in 2027 I'll have 2026 as N-1 and 2027 as N. I tried several ways in the procedure : @Year, YYYY, @année, a and then I did a period offset.. none worked. I did a cube with…
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GCR 1.0.2 is Now Available!
A new GCR version (1.0.2) is here! We are happy to announce that a new GCR version (1.0.2) is now available for customers and partners! 1. New features included in this release 1.1 Automatic Adjustment Trough this new functionality, users can now create automatic adjustments and calculation rules directly from the GCR UI.…
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Programming language
Hi, which programming language was used to program the Board 12 Engine? C#? And which web framework was used to implement the Board 12 clients for the browser?
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Level 200: Module 205 - incorrect totals
Hi, I cannot match back to the final result required in the Sales Actuals screen in the last stage of module 205. I have followed all the steps for correction and can not find anything that does not match the set up instructions. Please could you advise where I may be going wrong.
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Level 200, Module 204
When i run procedure "ACT - Sales Data Load" or directly data reader "ACT - Units and Sales data" second time it shows that one record is discarded and it does not load any data into cubes. When I restart platform it works one time and then error again.
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SQL LOG 👀
Hello Dear community ! 👋 Where can i find the Log after running an SQL DataReader? (the log box is cheked) Thank you in advance 😉
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How to set parametric WHERE clause for SAP
1. Abstract With the Theobald Board Connector, a SAP-certified middleware is available to load data from SAP systems (ERP/BW) to Board if the database of the system cannot or may not be addressed directly (e.g. HANA via ODBC). More information can be found here: https://help.theobald-software.com/en/board-connector/ In the…
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How to trigger SQL server actions
1. Abstract This article discusses the possibilities of using ROLAP cubes to write flags into an SQL server, thus triggering actions on the database side, and how to process this flag. 2. Context Usually, data pre-calculations are loaded into Board from a SQL server, but there are times when we need to initiate actions on…
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Switching versions in a single screen
Let's suppose we are on same screen and I want 2 versions of the same screen. In first version "v1" user is entering the data and then user switched to second version "v2" where data entry is locked. I want that after entering the data, user can go to the "v2" version by just clicking on the label.
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updated ETL Functions list 🫡
Hello dear community 👋, Can you please share with me the latest list of ETL function (other than Right/Left/Len/concatenate) By the way, we are using Board V 12.6 Thank you very much in advance👍️
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Error during installation of OPC
Hi, during the OPC installation, this error appears in the step where the DATA PIPELINE credentials are entered, does anyone know why?
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How to color only the top of DataView
Please tell me how to color only the top 3 numerical values in the data view.
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Label subtitution formulas to view a layout selection on a specific entity
Hello using substitution formulas I can highlight in a label the selection for a specific entity. e.g. @Year returns the selected year. But, as far as I understand, if I want to show a layout selection I can only use @Selection_Ex(Layout="Layout_Title") without the capability to choose one entity Is there any way to obtain…
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Function similar to ABS of excel
Is there any function similar to ABS function of excel to set rules in board.
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How to manage the currency conversion
1. Abstract Nowadays, most companies work on a global level and accordingly also have the need to be able to display and edit their KPIs in different currencies while keeping the ability of a consolidated view. In this article, we will first show how to implement a currency conversion where different local currencies and…
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Level 200: Module 212 - Not seeing any data after running Procedure
I am not seeing data in after running the procedure in module 212. See my screenshot vs the training expected result. Any idea on how to troubleshoot this would be appreciated. Thanks Emmanuel
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How to create a workflow process
1. Abstract Many organizations would like to automate approval processes and workflows through Board software in order to create a reliable and standardized series of steps which guide users to ensure work is completed and approved the same way. In Board, a workflow intended as an approval process can be designed through a…
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Introducing the Advocacy Badge – get yours today!
You may be asking yourself, what is an Advocacy Badge? And more importantly, how do I get one? Great questions that we’d be happy to answer. The Advocacy Program Board proudly offers an Advocacy Program for customers and partners to participate in. For sharing feedback and stories about your Board experiences, you can get…
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Task Scheduler in on-prem
Hello, In a Cloud environment, we have the Cloud Administration, where we can use the Task Scheduler to schedule Procedure starts. In an on-prem environment, where can we access Task Scheduler, or something similar where we can schedule Procedures? I'm looking to schedule backups and also loading data and entities.
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Level 200, Module 204, Build the Sales data model
I have created and configured 'Sales Data upload' screen, But after login when I click on the screen it giving the yellow line message as 'Screen already in editing' could you please check this?
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How to : Mass renaming of member codes
Hello, I have a requirement to rename 10 000 members codes for 1 specific entity I know it is possible to rename a member manually through the entity interface but I have 10 000 members… Clear and reload does not seems to be the right solution because I have selection on procedure on that entity (+ lots of cubes to export,…
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Calculate difference between two dates?
Hi there, I am trying to calculate the difference between two dates as part of a dataflow, which has previously worked, but is no longer working after the 12.6 update. This is a smaller subset of a larger calculation, but have narrowed down the issue to be related to the dates. You can note below the cubes have different…