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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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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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How to configure FX simulation in GCR/FCR
*** The entire approach described in this article is valid also for FCR application. FCR represents the natural evolution of GCR - rebuilt on the latest Board Platform with an optimized UX/UI to provide access to the latest financial consolidation capabilities. *** 1. Abstract Board Group Consolidation and Reporting (GCR)…
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How to calculate branch contributive view in GCR/FCR
*** The entire approach described in this article is valid also for FCR application. FCR represents the natural evolution of GCR - rebuilt on the latest Board Platform with an optimized UX/UI to provide access to the latest financial consolidation capabilities. *** 1 . Abstract Board Group Consolidation and Reporting (GCR)…
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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…
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How to use Unbalanced Hierarchy
1. Abstract A common requirement when structuring hierarchies in Board is to create an unbalanced hierarchy, Board facilitates this with a dedicated feature “Unbalanced Hierarchies”. 2. Context Unbalanced hierarchies can be a very useful addition to a Board solution; however, how to define and maintain them requires some…
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Level 200- module 205 - Bad gateway error
Hi all, I had just completed the addition of a Label object to show the upload Timestamp. It didn't work on Friday but when I logged in on Saturday it worked. Then I made a change to the procedure to include "Get Back" on the "Yes' option for the upload label and then things started to get querky…work and then not work…
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Quick Poll: How valuable are the new Board Best Practices?
With the launch of the new Community experience earlier this year, we also introduced new technical knowledge sharing from our internal Board Center of Excellence. New Best Practices— illustrating the best ways to use Board, in most situations—are regularly released. Have you reviewed these new technical resources yet? We…
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Accessibility Requirements according to EN 301 549 (European Directive)
According to the European Directive EN 301 549, we are obliged to meet Accessibility Requirements for people with limited or without vision as well as for people without perception of color. In general, software and web applications shall be perceivable, operable, understandable and robust. Those criteria are specified in…
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Level 200: Module 206 Cannot get Italy data after Initialize Budget
Hi all, Now I am stucking at the Module 206 test section, while I choosed the Italy in Country selector and ran the Initialize Budget action, the screen shows no data like below The action is ok for UK but seems wrong for Italy.I have checked the buliding step by step but cannot find the reason. Can anyone give some…
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Map chart issue
Hello Board community !!! Im using Board Version:12.6 Revision 0.0.085662 Im trying to create a map (openstreetmap) showing sales by country. The maps is not working and i have bubbles stuck in the corner of the map. I followed all the steps showed in the "tips and tricks" video of @Sudhir Raju. Here is the settings: Any…
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Problem: Impossible to use special characters on Labels, Block Formats and others
Hello community, Board application is refusing the use of special characters that we need to correctly write in French (e.g. é, à, è) or even currency symbols (I tested € and £). Any time I write a special character inside a label, new cube name, block format, security role, etc, Board will clear the field. This is a big…
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Data View selection
Hi All, I have the following task: We need a Report -Screen with two Data Views and the following three Pagers for selection: Year, Industry and supplier Two Data Views with supplier in lines and value in column with difference blocks. The first Data View should show the figures of the complete selection. The second Data…
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Level 200-Module 204 : Material and Material Group, can't Match child-parent
Hi, As you can see in the screenshot_1 below, when I tried to match each material to its material group I got only binary values (column "Related Item Nr), it is supposed to be 4 columns : code, material, code and material group (see screenshot_2), Also I can set only one Gold row to "1" , when I tried to set the other…
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Level 200
HI,, I started the course and the system created a training environment but all I see is this? Now..I reached the section " Build the Sales Data Model" but it seems I missed a step as I dont have a Board environment? Andrew
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level 200-204 creating the 2nd dataview
Hi, I created the 1st dataview ( for units) in the tab object and am now supposed to create the Sales$ data view in the same tab object it seems, but I cannot drag the dataview onto the first view shown and if I drop it below I get errors saying object has no screen associated? How do I get the 2nd view onto this screen?…
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level 200- data reader load - discarded items
I ran the data loaders and got 2 disc items under Location. I then ran 'Analyze' under Relationships and found a lot of errors re: missing parents/children…I fixed some manually but now sure how to fix some such as: how do i resolve these missed mappings? Thanks, Andrew
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Level 200 - Module 203: Board training environment - Blank home page nothing is displayed
Hello, When connecting to the Board training environment for the first time, I did not find any button or link to click on it to start the activities related to Level 200 (please see the screenshot below) Could anyone help me please!
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Level 200: Building a Planning Solution in Board | Accidentally deleted 'home mask'
Hello Academy community, I accidentally deleted the 'home mask' while in design mode. Is there a way to copy it from another instance? Thanks in advance.
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Cycle 3650
Hi Board Platform Does anyone know what "Cycle 3650" does? I attach the details of the dataflow where I found this. There's a selection on 40 months (I assume all picked) prior to the dataflow
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Monthly Customer News Update - December 2023
Did you know that we have a Customer Newsletter going out every month? It is loaded with product updates, best practices, highlights from the Community, news from the Academy, and much more. If you would like to receive our monthly newsletter per email, please let us know and we'll add you to the subscription list. Since…
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Messages in BOARD 14
Hello, I just saw the Customer Connect Webinar on BOARD 14. And there it was said, that the Pop-Up Messages will now appear in the bottom right corner, instead of the top middle. Is this hard coded or can we adjust that. We use those messages a lot to guide users through procedures, so I want them to pop up in their direct…
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Analysis shows nothing
Hi Board Platform, do you know what could be behind this situation:
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Level 200- mod 204 ..unable to map fields
Hi all, I got up to setting the Source path and file but when I go to Mapping I can only drag 'Product' to the Destination filed area…I tried Product Group and Product Category but they don't come over to the Destination column …so I can't map to the source fields? Maybe I am doing something wrong? Any help is appreciated……
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Is it possible to have a different layout for the drill-through and main dataview?
We want to filter the drill-through based on a specific block so we want to create a filter block. We want the drill-through to hide rows where the Fiscal YTD is zero, and we want the main dataview to filter where WS P&L Filter is zero. Is it possible to have a different layout for the drill-through and main dataview? We…
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Rounding not working in dataflow with BOARD 12.5.1.1
Dear all, I am using a BOARD Cloud instance. I have a cube V10, type double. Since this cube manages quantity in a planning process, I need to first perform Qty: V10 = value\price then I need to round the value. I have tried this: 1. Define a dataflow with round(V10,0) 2. Copy the value from the cube V10 to another cube…
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APIs and Board
Board APIs put the users in control of managing and interconnecting their data. This short course is designed to help everyone from beginners to advanced-level Board developers.