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Sorting entity members data reader not working ?
Hello I have an existing entity with 300 members that I woud like to custom sort (currently not sorted) . So I have enabled the custom sort options in entity options. Then I have created a datareader with option "sort entity" and in the file txt file I have sorted the members as expected. After running the datareader,…
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Four tips to maximize value from the Board Community
Author: Helmut Helmann, Community Captain. The Board Community exists to support members in their platform journey. As an active member myself, today I’m sharing four tips to maximize your Community experience. Active participation maximizes the benefits of the Community The value of Community increases as we all…
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Error when export Dataview to a flat data table
Hi there, I faced an issue, when exporting a Dataview to a flat data table. When I try to export the table I get the following message: Object reference not set to an instance of an object The reason of this message seems to be that I use a dynamic selection for year, and at the same time I included a pager with the entity…
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Honoring Excellence: Welcoming the Inaugural Board Community Captains
Congratulations to our inaugural Board Community Captains! We are thrilled to recognize this remarkable group of dedicated members—committed to excellence in everyday practice, enabling the ecosystem, supporting extended learning, and inspiring others to do the same. Learn more about Q1 Captains here. What is a Board…
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B12 Excel Download - workbook in faulted state
We found that users opening downloaded Excel files (option "Microsoft Excel Workbook for BOARD add-in") always receive an alert that the workbook is in faulted state. The only solution to prevent that, is to install the add-in on the user's PC, even though they are not using BOARD at all. Is this a known bug and will that…
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The Functional Test of the Solution in Level 300, Board in Your Organization Part 1, Module 306
It seems like you're encountering difficulty with question 2 of the Functional test of the solution in Level 300, Board in Your Organization Part 1, Module 306. I followed the instructions for building indirect cost planning and allocation and performed the verification. However, the values on the Expenses Planning screen…
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Looking up description from parent entity
I'm reading in SKU with a description. A child entity of SKU is "single unit item" since we sell some items individually, and sum in bulk packs that have a separate item number. Our ERP doesn't store a description for this single unit item. How can I read the description from SKU into the description for single unit item?…
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Export Powerpoint
Hi, when I export a presentation of multiple slides to powerpoint after every slide from the presentation it adds 1 slide for Current select and URL. how can the be turned off?
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Blocking Data Entry in Grand Total, while leaving data Open for Subtotals in DataView ?
Hello everyone, Any tips on blocking data entry for grand total but keeping it open for subtotals in a DataView? Thanks!
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Level 300, Module 303: step 3 - Validate budget data
Hi I'm using the Board Academy Cloud to complete the course. After initializing the budget and updating the P&L as instructed I got the wrong numbers for Income and, respectively, for Net Income. Expense numbers are correct What could be the reason for this incorrectness? P.S. I have an unresolved issue with loading actual…
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Leve300､Module305：The Functional Test of the Solution Question 1
After following the steps for Question 1, I received the following results and cannot proceed to the next question: Answer for Question 1: Classic: 0 Double Halo: 0 Grey Pearl Stud: 198976 Is there anything else I need to do besides what is mentioned in the test?
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Leve300､Module306：The Functional Test of the Solution
It seems like you're encountering difficulty with question 2 of the Functional test of the solution in Level 300, Board in Your Organization Part 1, Module 306. I followed the instructions for building indirect cost planning and allocation and performed the verification. However, the values on the Expenses Planning screen…
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level300､Module306:When executing [Defining Database Security Profile Cube Visibility],
When I executed the steps of [Defining Database Security Profile Cube Visibility], I couldn't input. It became disabled. If I hadn't executed the steps of [Defining Database Security Profile Cube Visibility], I could input. Please tell me how to input after executing the steps of [Defining Database Security Profile Cube…
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Vertical % on Dataview
Hi, can I somehow use vertical % ignoring subtotals on a dataview? Thanks
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About data view color settings
Hello I would like the text color to be red if the value in the data view is negative, and black if it is greater than or equal to 0.With the settings in the attached image, the 0 character color is gray instead of black, and the negative numbers are also light red and dark red. Ideally, I would like to display numbers…
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Level 200, Module 204: Functional Test of the Solution
All my values are duplicated when comparing my Board instance vs the view that should be correct when reviewing the functional test of the solution. I have tried all the steps suggested to check my build, but I cannot spot the issue?
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How to create a variance on one cube detailed by version
Hi, I am trying to create a variance column based on one cube that is detailed by version. The problem that we have is we have data in one cube by different versions. We have to create a report to compare versions together but we must be able to select any versions which means I cannot create a block reference on teh cubes…
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How to create Line Chart based on a category AVE value?
Hi Board Team, I have created a table like following. I collapsed the table so I can see the Row Total only, which is calculated based on Product AVE. When I use a table with a category, it is by Row by Channel L4 and Product. So, it is calculated at each row first, then make the average from each row calculation. If I add…
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"Timeout expired" error when running a procedure comprising of "Bulk insert to SQL Table" step.
Hi all, I am trying to carry out Bulk insert to SQL Table , but I keep getting a "timeout expired" error message. Here are some details about my setup: I am running this procedure on a Board cloud server which also has SQL database connection set-up. I'm using Microsoft SQL Server. I got the error as shown below in SQL…
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Earn advocacy points at a Board Beyond event near you
The Board Beyond 2024 Roadshow is underway and we’re excited to invite you along. Board Beyond Roadshow Join fellow innovators, leaders, and a fast-growing community to see where Board Intelligent Planning takes your business in 2024 and beyond. With 7 cities confirmed and more to come, we think you’ll find the perfect…
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Topic Thought Starters
There are many topics of interest to the Board Community. With a goal of expanding member's Board practice through thoughtful knowledge sharing from real-life example of Board in action—we welcome all ideas and can work together to refine topics. Getting started is often the hardest part! What should I write about? What do…
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Meet the Q2 Community Captains
Here's a brief overview of our Captains: Bart Scott is a founding Partner of CFO Solutions LLC. He is disciplined in establishing the underlying structures that support end-to-end business intelligence solutions. From sizing and planning infrastructure to implementing integrations and data staging, Bart helps clients…
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Drill Anywhere configuration on block in layout in 14.1
Hi, I must be missing where it change in the UX but I can't find how to do the same option as bellow in 14.1 I can find the option for same tab or for Dynamic screen? And my test capsule I've migrated has lost the screen it was referring to and everything is pointing to home.
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Historicisation of relationships
1. Abstract In Board, hierarchies are without time reference as standard. This simplifies data modeling in many cases. In some cases, however, it is necessary to map relationships between different nodes in a time-dependent manner and thus to historicize the values. There are different methods for this, which are to be…
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Board Academy launches 3 short modules about the new features in Board 14
Board Academy is excited to launch modules about each of the 3 new features found in the updated version, Board 14: Layout Editor, Quick Layout, and Flex Grid. Each short module includes an overview of the feature and a step-by-step exercise, with video and written instructions, for a financial use case. Within the video…
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Level 200 202 unable to view capsules and data model
Please can you provide the capsules and data model in an alternative format as I am unable to access the files from the Board Training Environment and unable to progress through the course. Thank you
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User Locked Out Time
How long are accounts locked out for by default?
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Monthly Customer News Update - April 2024
Breaking news of April: Michelin, the world’s leading tire company, has shared how it uses Board to transform performance management planning. Board Beyond is now underway, so be sure to reserve your seat. You’ll hear innovative customers from SWIM USA, Groupe SEB, Colnago, and more. And the Board 14 release is only a few…
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Showing Total year and ytd values on same screen
I want to create a capsule screen where the user can see total year sales for prior years along side the previous month year to date sales for prior years. I can easily get the total year sales by pulling in a reporting cube by year, and detailing the block by year. I am struggling on the best way to get the previous month…
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Are you new here? Join us in the New Community Members Group!
Welcome new Community members! In our quest to continuously improve the Community experience, we're excited to announce today's launch of the New Community Members Group. Hit the ground running by learning more about the Board Community's purpose, various spaces, house rules, key topics and more while also building…