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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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"Others" Automatically Grouped When Using Keep Top Function
Hello Community, i like using TOP/FLOP analyses and in many Customers i have implemented BOARD solutions i have come across the following need * What is your idea? When defining the Keep Top option, we usually highlight the top or worst performers based on one or multiple factors. This usually leads to “hiding” the “rest”…
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Ability to activate/inactivate Total & Grand Total in Column Display
hi For example: if there is two or more column entities are used say Year, Qtr and Month. M1 M2 M3 Qtr 1ttl, M4 M5 M6 Qtr 2ttl,… Qtr 4-Ttl, YearTtl, Total There is no feasible option to hide the total, disabling row total in axis settings has different impact on the report settings. Appreciate considering this request and…
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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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Repeat by Cube Feature
The "Repeat by Cube" feature is a transformative tool that addresses the challenges of report bursting when exporting data. By organizing and pairing related entities within a cube, it enables users to manage and analyze data more effectively, significantly enhancing the efficiency of report generation. This innovative…
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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…
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Writing a comment via pop up in a procedure
I just wanted to share this idea with the community. Feedback welcome!! We currently can write text and/or comments in a cube, however we cannot really integrate this process as part of a procedure. It would be great to enable a procedure action that allows a pop up to appear where we can write text and that this text is…
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Upgrading Board License Key
Steps to upgrade a Master or Server license Stop Board Service Move current license *.key from the current folder location - C:\Program Files\Board\Board Server and save it to the desktop Launch the Key Manager program from Windows Start menu with “run as administrator” option. Alternately, double click the program…
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Quick Poll: How valuable are the Board 'How-to Guides' to your practice?
Did you know that since the re-launch of the Board Community early in 2023, our Board Center of Excellence has published 26 'How-to Guides'? These helpful guides provide step-by-step guidance to support specific use cases, complementing our Best Practices (applicable in most situations). You can easily stay informed when…
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Workflows
What are some common workflows? What are some ways procedures have been used to facilitate a process or user experience?
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Hide header column for Smart Import
Hi, The idea is as simple as the title suggests: it would be nice to be able to hide columns for smart import. It would be much easier to manage screens like this: Because it is, in fact, a game of superposition: Have a nice day, Mateo DE LOS RIOS
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Level 200: Module 209 Cannot get correct data by select "Sales Expense"
Hi all, I am doing the test section is Module 209 but get the empty data by select "Sales Expense" like below: I think the issue may be the establishing of Account, but I have built the data reader according to the trainning and with no error the entities and relation are like below Can anyone give some adivse, thank you.
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Level 200 - module 206 --- copy LC data view only
HI all, I am trying to copy just one data view from a tab container that has 2 within it..this is the step in the training: Copy the "LC" Data View object from the "Sales Actuals" Screen, and paste the Data View Object on the "Sales Planning" Screen. This is the screen: I select "LC" but when I use the "copy Object' from…
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Select a row template per block to overwrite the row header template
Dear all, It's usual to have a row header format and a column format (for data) that are different. It would be nice to be able to apply to Blocks another format / template than the row headers.
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Subscription Hub - Add its release and Board Release
Hi, in my opinion it would be useful to have visible in the Subscription Hub: a) its specific release, which is currently not visible anywhere b) the full board release on the servers (example > currently 12.6.0.2.90909 and 12.6.0.2.91269 are both shown as 12.6) ciao, federico
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How to configure FX simulation in GCR
1. Abstract Board Group Consolidation and Reporting (GCR) is our statutory and managerial consolidation tool. In GCR, you can run consolidation based on accounting data, but also based on data coming from any other sources for planification purposes (such as budget & forecast). Here, we are talking about different sets of…
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How to calculate branch contributive view in GCR
1 . Abstract Board Group Consolidation and Reporting (GCR) is our statutory and managerial consolidation tool. In GCR, we strongly suggest to leverage the consolidation nodes with a multi-logical flat approach. It allows the reproduction of any consolidation or sub-consolidation with the direct contribution of each…
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Indipendent display mode by each entity in axis
It would be amazing have the capability to choose display mode (code, desc, both) indipendently by each entity set in the axis thanks
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Block reference and unbalanced hierarchy
Hello all, This point is about unbalanced hierarchy. We can't use a block reference on this type of entities, except on the leaf level. The issue is that when we have an unbalanced hierarchy, it's because we use a lot the consolidations level. It would be great if we can have the same possibility as a classic…
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How do you build a report that shows Data in multiple Rows instead of columns?
Hi, We are trying to build a report that has multiple Data Selectors say sales and sales PY that show up as rows. Currently the data selectors are showing up as columns. The report Axis is "BY ROW nothing" and "BY COLUMN Quarter Month" The data has two Data Selections. Sales and Sales with a time adjust for PY. When you…