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How to set up a Rest API connection
1. Abstract This article explains how external systems can retrieve data from Board using Board API queries. The article also showcases a simple case on how Board can obtain data from external systems by calling their REST APIs, thus enabling smooth integration between the two solutions. 2. Context APIs stand for…
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Output Screens
Can I please get some suggestions on how to develop interactive and eye-catching persona wise and budget workflow output screens in board.
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L300 - 302 - Smart Import Object
Hi, I don't understand why when I go to load values via smart import into the cube they appear multiplied by 100, except for the 1 which remains the same. I think I have set up the smart import correctly but when I go to copy and paste from the excel file it gives me these results: For the sake of completeness I copied the…
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Celebrate the Board 14 Release with a Fun Competition
The Board 14 release goes live on April 19th and to celebrate this exciting event, we’re running a competition we think you’ll enjoy. Board 14 The new Board 14 release includes significant improvements for developers, administrators, and end users in addition to a completely new, enhanced user interface. The most…
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[Recording] Gantt Charts
In the early part of the 20th century, Henry Gantt revolutionized project management with Gantt charts. Today, Gantt charts are still one of the most widely used tools that illustrate a project plan. As it's in a bar chart format it is possible to check on progress with a quick glance. You can easily see a visual display…
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How to hide / show a row based on cell condition?
Hi BOARD Team, Is it possible for me to hide the row where all cells are in green? Basically I only want to show rows where there is Orange or Red. The logic for the color alert is If a/b < 0, then it is red. If a/b < 4, then it is Orange. Others are green. I am struggling to come up with a way to only show the row where…
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Prevent Objects from loading without ATO
Dear Community I have a screen with 3 Data views. First two dataviews show aggregated values. Users can click on these values and afterwards in data view 3 there is a detailed data. Now I want the third dataview only load when an entity has a number that is small enough. Has anyone any Idea how to set it up without ATO? I…
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Level 300 - Access to the environment
Hi, I seem to have lost access to the training environment. It was working ok until this morning. I have tried to stop and restart it but it does not seem to do anything. Can you please look into it. Thanks Ritesh
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Level 200, Module 205: ACT - DF Sales GBP is empty
I don't understand why my GBP tab is empty. LC tab is working and with the correct values. I've already check all the steps and I can't find my mistake. I cleaned the ACT - DF cubes and redid the Load and Publish procedures, and I noticed that the ACT - DF - Sales GBP cube is empty. Here is my ACT - Sales Data Publish…
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L300, Unable to access the training instance after restart
I restarted the L300 training instance, but I am unable to access it almost an hour after the restart. I am getting a 502 Bad Gateway error. How do I resolve?
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Level 200: Module 205 - Build a Data Model and Capsule Procedure to publish
I believe step 4 is missing instructions to also add ACT - DF - Sales GBP during Configure Layout. Without doing so, the option to select c:ACT - DF - Sales GBP as a Target is not available. Please confirm.
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Level 300, Module 302 - Global expansion of Actuals
Hi, I am reading through the steps in 302 but I do not have any link to the environment to build these and to complete it. Can you please confirm how can I get access to the Board environment? Thanks
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Community Roundup: June 2024
The Community team thrilled to share with you some of our highlights from the past two months! From content, to programs new Groups, gamification, styling, and more, we've had a busy period leading up to the summer! Some of the new features and Community accomplishments since mid-March can be found below. March 2024…
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can't setup Microsoft IIS with Board 14 Web Server until the end
Hello, I have installed Board 14 (Server + IIS WebHTML5) last version 14.1.0.0.150177 on a virtual machine hosted in an Azure subscription. I would like to publish Board under IIS WebHTML5 Website to allow users to access to the Board applications hosted in this virtual machine. I followed the tutorial (last update May…
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Cube Structure extension
Hi there, is there a documentation which steps have to be taken to change / add other cube dimensions?
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How to apply the pervious quarter average to current quarter months?
Hi Is it possible to do the following calculation? The average of market price of the previous quarter will be set as agreed price of each month of current quarter.
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Level 200: Module 205 - Adjust Procedure ACT - Sales Data Load to populate UTIL - DF – Timestamp Cub
How do I get to the "MAIN" group to create a "Select: Selection" step?
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Unhandled error occurred
I keep getting the following error message: How do I remove this error.
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Level 200: 204 Functional Test - Confirm that selectors are functioning
My results should be 10, but it appears the table is duplicating each results because my results are showing 20 instead of 10. I have gone over each of the steps to create the screen, twice. I cannot figure out why the data is doubling.
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Error On-screen selection (cont.)
We're facing the same problem as this issue, but I have not been able to solve it with the same workaround. I am having trouble because even though I have narrowed down the entities displayed by screen selection, entities that are not selected in the data view are also displayed. I have certainly created paent-child…
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Community Voices: Adrian Alzona - 5 Personality Traits to Look for When Expanding a Team
Author: Adrian Alzona In this installment of Community Voices, we welcome guest author Adrian Alzona, Director of Information Technology of the Rossdown Group of Companies. Rossdown, as a group, is a farm-to-plate poultry business that operates in the Fraser Valley of British Columbia. As the Director of IT, Adrian leads…
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Input by Dropdown issue
Hi, I have set a dropdown input in a cube but I'm not allowed to save the data. Once I've done the input the new selections is displayed but the text is not displayed in red and I can not see the Save check box icon on the Context menu, although it is abilitated. If I click F5 I get the previous value. What I'm missing?…
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How to loop procedures
1. Abstract When developing business logic in board applications it sometimes becomes necessary to perform calculations individually for each Member of an Entity. In Board, this can be achieved through different means. This document is to review different methods of “looping” and their use cases. 2. Context During the…
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Level 200, module 206: Sales Planning Screen not showing data
Hi there, I completed all steps to build the Sales Planning screen, but it seems to not give me any output data at all. Can someone please help me out? I am out of ideas. The capsule selection was set to UK as Country, 2023 as Year, Budget as Version, and dynamic selection on currency from BUD - DF - Sales LC. However, it…
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Level 200, Module 205: Sales Planning Procedure
Hi, When I run the Sales Data Publish Procedure, the data is not cleared on the Sales Data Upload screen. I'm attaching a screenshot of my screen and the procedure. Could someone please help me understand why I'm facing this issue? Thanks Data Model Procedure: Capsule Procedure:
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3 Q's with Board's Director of Academy Mindy Waltz
Featuring: Mindy Waltz, Board Director of Academy. Welcome to another installment of Community Voices: 3 Q's—today we're featuring Board's Director of Academy, Mindy Waltz, and we're discussing three questions about how the Board Academy is supporting the recent B14 release! Quick reference: 1:29 - What can members expect…
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Transporter Tool
Can we use the transporter tool for transferring the metadata between data models in same server?
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Monthly Customer News Update - May 2024
Breaking news of May: Board 14 is now live KPMG talks about their Embedded ESG Process Jeff Casale sees an end to retail greenwashing PPD Global shares their story of S&OP process transformation Top 3 trends impacting finance teams in 2024 If you are not receiving our monthly newsletter, please let us know and we're happy…
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Level 200 Module 204: Problem entering my capsule
Hello everyone, I was almost finishing module 204, then my board instance went down and now I cannot enter my capsule (image below), it says it cannot find the requested screen in my capsule. Anyone had this problem before? Any tips of what can I do to solve this? Many thanks!
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LEVEL300, Module306: Regarding Functional Test Question 2.
Dear Board support team, LEVEL300, Module306: Regarding Functional Test Question 2, I obtained the following results. However, it was marked as incorrect. I am unable to proceed and facing significant difficulty. The setup was performed following the steps outlined in "Build indirect cost planning and allocation." Could…