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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…
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Multiple subtotal lines in a granular data view
We're a homebuilding company and have a granular data view of our Gross Margin Analysis. It lists all of our addresses by community with their respective prices/costs/etc. Currently, we're only able to display one subtotal line for each community. However we would like to show multiple: Total, Average, etc. Has anyone…
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How to use Nexel to update relationships
1. Abstract Relationships are a fundamental component of all multidimensional data models in Board, allowing creators and users alike to easily aggregate and analyze data within an application. This ease of use on the front-end is highly dependent on the proper maintenance of hierarchies in the back-end. 2. Context…
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Problem Mass-Modifying Users on IDP (Subscription Hub) with a csv file
Hello community, We faced an unexpected problem lately that paralyzed operations for one day. When modifying the security of our application, we had to mass-modify the User roles on the User management screen (Sub Hub IDP). The quickest way to do this is loading a CSV file. At first, we exported the then current User file…
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Is there a way for an admin to view/edit/delete all the subscriptions users have created?
I am assuming if there were a lot of users creating long running subscriptions it could potentially tax the system. In other tools, I have the ability to shut them down, or create scheduling blocks. I am new to board, and not seeing that…any ideas board community? Thanks! Matt
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Level 200: Board Training Environment 30-day Limit Reminder
Hello Academy community, We want to remind you that you have 30 days to complete the Level 200 training course once your instance on the Board Training Environment gets activated. You will receive an email from Board Cloud when the instance is ready, noting its expiration date. PLEASE NOTE: Once your instance is activated,…
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Level 200 - Module 206 Not seeing any data
What am I missing here? I followed all the steps in module 206 but I don't see any data , compared to what is in the training steps
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Convert varying to Text
Hi All, I want to import values from a postgre database using Data Reader. However, some values are in varying format. How can I convert them to text in the Data Reader?
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Level 200 - Module 209 : Can't set the code width < 1
Hello, 1- While creating the Profit and Loss Categories Entity, I was unable to selt the code width to 3 as mentioned in the course instruction, I got a message saying that this value cannot be less than 10 (see the screenshot below) course instruction What I got: 2- Also I would like to know how to check the log (log…
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Default login page
Hi, I am a new BOARD user and still in the implementation stage. When users login to BOARD, I would like to lead all users to a default page after they signed in (rather than just showing the Capsule folders). Could you please let me know how can I do that? Thanks
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L200 - Extend Board Environment
I'm on module 204 and the 30 calendar days end on 02th february. Is it possible to extend the limit?
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L200 - Module 204 : Data are not upload in Data view
I have mapped data in Data reader for units and sales Cubes, but the size of cubes are still 0kb and the data object view is empty. Where can be the issue?
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How to manage BoM explosion
1. Abstract For the production of an item, different materials/ingredients are used. For the production of these materials/ingredients, other materials are required. In the BoM Explosion, all materials of the different levels are written to one level. This article describes an approach within Board – based on a project…
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Board as reporting tool for controlling
Hello, Our controlling population would like to have an unique tool for reporting. So that they would like to import data from different sources not only for building budgets but also to exposing it in different reports, making multi-source reports, for example. Is this a good practice ? Don't we risk to have performances…
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Level 200, Module 208: Error message
Module 208 went fine but in the section "Review the solution", I tried to re-run the sales data upload. Since I did that, on all screens I receive the error message "The requested database is currently being modified by another user. Please try again later". Logging out and logging in again does not help. Do you know how…
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level 200 module 206
Hi, I completed all of sections 3of 6 upto the creation of the 2 charts and saved screens many times along the way. I went away for a few hours and just came back and now my Planning screen is not there anymore. When I try to select it I get the following mesage: and the selection on the far left just jumps to Sales…
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Level 200: Module 205
Hi, I am unable to see 'Configure me' when I have dropped Tabs into the sales screen, therefore cannot complete the following steps. If I drag a Data View object in, then the Configure me message shows for this. How to I access set up for the Tab without this please?
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Elevating Community recognition with expanded badges
As active members of the Community, you deserve to be recognized. We're excited to announce a new badge to recognize dedicated members who have taken time to share their experiences and expertise by participating in the Community Voices series. Your contribution to the ecosystem in greatly appreciated! If you'd like to…
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How to load IC details in BFC
1. Abstract During the first steps of a consolidation process, there are two possible ways to enter the Intercompany details: during the loading of the trial balances or in a subsequent moment, using a specific screen (IC integration screen) . In order to enter the Intercompany details using the IC integration screen, the…
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Monthly Customer News Update - January 2024
If you are not receiving our monthly newsletter, please let us know and we're happy to add you to the subscription list. Here are this month's highlights: Board recognized as a leader in the Gartner® Magic Quadrant™ for Financial Planning Software for the second year in a row Using dummy entity elements for budgeting…