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separated area for "in ram databases" and "pending changes" lists
ciao, sometimes the Board Administrator need to check whihc are the databases currently uploaded in RAM and/or the list of the "pending changes" for a specific database. currently these informations are in the "Logs" section BUT in big environments, with a lot of users/actions, you could have a lot of logs for the standard…
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Dynamic and Cube-based Layout Selections
On searching the Idea Exchange there is an old suggestion: "Dynamic Selection within Layout" from 2018 by an Unknown contributor. The Idea received 47 votes - as follows: "A good improvement would be the chance to set up a dynamic selection within Board Layout. This way you should be able to create different infromation…
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Allow for the naming of files downloaded from Board
When a user clicks the download button, the downloaded file has a filename based on the screen title (I think). But could you please allow for the downloaded filename to be configured with variables. This would allow for the filename to be more meaningful.
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Rest API call manual script
With the new 'Rest API call' action, it is possible to connect and download data from a public or authorized API into a CSV/JSON file through a list of mapped parameters. Even though, you have the possibility to see how the query has been structured in the 12.6 release, you cannot edit it. It could be useful to interact…
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Display Add-in version in the Office Add-in settings
Currently, the board office Add-in does not show the version of the add-in right in the tool (for example in Excel). Once the add-in is installed, in the Board ‘Add-in Settings’ where it says, ‘Board Office Add-in Setting’ (see the screenshot below) can it say, for example, ‘Board Office Add-in Setting (12.5.xxxx)’ or a…
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Use of Rules in Layouts
The limitation by using rules in layouts should be elimiated since it limits the use of quick layout massively. In our case we calculate a %-KPI which can not be safed in a cube and must be calculated on the fly. Using the quick layout and having the rule set on the cube not only leads to not calclulated KPI´s but also…
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Ability to mask descriptions in a demo mode
It would be great if we had a way to hide descriptions or have an alternate description that we could use to hide customer names, etc if we are demoing a model to outside groups. We have external reps we want to demo to and potentially at meetings of peers and conferences, but don't want to show customers names, group…
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Copy/Paste Individual blocks from a layout
Hi, It'd be useful to copy and paste individual blocks from one object's layout to another, carrying forward any block references/functions applied to that particular block. This would remove the need to duplicate the same work across multiple objects requiring that same cube; making it more efficient to develop objects…
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Connection to Google API
Hello, I wanted to get data via API from a Google form. I set everything up in Google and with postman it works. However, when I try to establish a connection in Board I always get an error. My problem is that I do not know where to place the JWT or which settings need to be taken to get the connection via service account.…
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ASCII Data Reader Option to choose the text qualifier
it would be helpful have the option to choose the text qualifier when reading a csv files. Looking at a similar function in excel to convert / split cells format, options could be " ' none. In this way the presence of question marks in some strings can be properly managed
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[Board 12.5.1] - FastTrack since MSSQL Server View
Hi, Is it possible to do a fast track from a MS SQL view? Il only find all the table into the combo box.
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Capsule Browser visualization options
I would suggest to add some default view options for capsules browser: have the option to always view the navigation left panel have some standard options for default view in capsule menu, like in win explorer, e.g. small icons, big icons, list, details .. thanks
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Master Layout - reset upon screen refresh
We are currently migrating from Version 10 to 12.6 and found that the master layout is reset upon screen refresh in B12 - which was not happening in B10. As we are using calculations on these screens, the screen refresh is needed in any case. It is quite annoying selecting the same entity member over and over again, after…
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[BOARD 12] Simple way to show flat data
Hi, Is there a simple way to show the result of this flat file into an object( via a Capsule\Screen…)? Something like a dataview object but not for multidimensional data input?
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Dataflow Algorithm Visibility and Optimization (HBMP / Tuples ...)
Enable users to visually inspect dataflow algorithms in the procedure without executing the entire process and reviewing database logs. Additionally, provide automated suggestions for optimizing dataflow performance based on usage patterns and efficiency opportunities. This feature enhances performance management within…
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Level 300 Module 302 Section "One Time Bulk Load of Sales and Expense Data for New Stores"
Why do I don't get data after running the data model procedure "MANUAL - ONE TIME - Load Sales and Expenses"?
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Allow data entry with selection on layout
Hi Community Members, although I am quite aware of certain "known limitations", there is one huge wish for future versions: It is not so uncommon that layouts with data entry enabled should be restricted to certain entity members, while the rest of the screen should still show all of them. In order to achieve this, a…
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Build-A-Board Series
Build-A-Board Series Build a Demand Planning Application in Board
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Level 300, Module 302: New Sales Person Master Data File Required.
Hi Support, I'm using the Board Academy Cloud to complete the course Level 300, In the data Reader ONE TIME - ACT - Units and Sales, there are many records rejected because of new sales person in the file. Could you please help to provide the file for new sales person? Moreover, since Board training environment is quite…
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Rules: Time Functions & Select on Other Entities
To enhance the effectiveness of analyses through the use of rules, we propose the introduction of two main functionalities: the use of time functions and the selection of specific occurrences of other entities. Integrating time functions into rules would allow for greater agility in report construction, especially by…
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New Procedure Step: Driver Allocation
The allocation procedure through a driver could be simplified by creating a specific procedure step (in a guided wizard style). Currently, to carry out allocation processes, it is necessary each time to design specific temporary cubes for the calculation of the driver. The procedure step could include the definition of…
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User-Friendly Log Verification Section
To access and analyze logs, it is necessary to read the txt files located in the Dataset folder or access the dedicated section on Board Cloud, but still by downloading the txt files. To make this process more user-friendly, a front-end area in the System Administration section dedicated to log visualization would be more…
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Enhancing Data Entry: Refer-To & Layout Selections
We suggest adding the ability to modify data entry cubes in a data view when refer-to and/or layout selections are present. This would allow for: Simplifying the design of data entry templates Reducing the size of the data model as it would require fewer cubes. Implementing this feature would not only enhance user…
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Move specific screens from one datamodel to other
Hi Is there a way to moye specific screens from one data model to another data model? The data models are on the same server. We have build some screens in a Capsule for data model A and want to move some to capsule for data model B. The capsule snapshot does really do it since in this gave in whats to level B with…
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[Board V12] - Admin console port 8443
Hi, Where can i change the 8443 defaut port for admin portal url? 😶
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Cloud Administration Portal - block log clear
Hello, In the Administration Portal in the Board Log section, we would like to suggest the possibility of remove the clear bottom to prevent the user administrator to clear the information included in it. This request to allow us to be compliant to the SOX controls. We need to use log information to perform a specific SOX…
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How to do top-down allocation of an integer value
1. Abstract The article explains a possible method to ensure that top-down allocation of an integer value generates integer details through the redistribution of decimals. 2. Content In this example, we have a cube QTY [Year, Customer, Product] which is planned at a high level [Year, Product, Country] where Country is the…
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Level 300, Module 302: Create a temporary validation test Screen to confirm all data has been loaded
Hi I'm using the Board Academy Cloud to complete the course. In step 15, we create a temp validation screen to check that the MANUAL - ONE TIME - Load Sales and Expenses procedure ran successfully. My ACT - DF - Sales GBP column is empty. I eventually tracked the error down to an [Rec.0] Error : RBT0071 Out of Memory,…
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Presentation : Replace export email by link
Hello, We have sensitive data in Board so we had to prohibit sending presentation by email to prevent unauthorized access to the exported data. We suggest to modify the send to" functionality with the possibility to prohibit exporting data and instead providind a link to the exported prensentation inside Baord…
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Data Flow functions
I would suggest two new functions in a procedure Data Flow. A setting in the step that would make the dataflow work similar to the Data Reader setting "Replace Time Slice". This would sometimes reduce the need to pre-clear the cube before repopulation in the datafloe. A setting in the step that would mimic the Data entry…