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How to convert Board tickbox to a flag in Excel
Does anyone know how we can convert the tickbox column from an xlsx file into a binary flag? When I make column b = a, I get the same whether the column is empty or not. A user exported the file so I'm not sure if they can enter the layout to change the column appearance. Thanks
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Level 200 Module 204
Was not able see the File While Creating the Date Readers
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211 Expense Planning - 18 - step 4
Step 4 algorithm has "b=1", but the screenshot image has "A=1" Add an "Algorithm" as data block "c", set the "Column algorithm" to "if(b=1,"Locked","Unlocked")", set the "Heading" to "Status", and change the "Algorithm type" to "Text".
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Appearance of inline buttons in dataview on the web
Anyone has an idea how to make inline buttons on the web look like "real" buttons? Unfortunately the web version does not allow to have gradient colors on the custom block formatting. This is what I used in the past to create a 3D effect. Without that, the button looks like a regular text field and it's often hard for the…
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Mail subscription
Dear Community We have a case where the user does not see any subscriptions under "Show all subscriptions", but he still receives a mail with a pdf. attachement every day. Where do I have (as an administrator) an overview of all subscriptions created? Thank you in advance for your help Regards, Oliver
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users in permission groups
Hello, I've added an user in a permission group that I'm testing but I don't see any way for removing the user from the group. I'am an admin on the platform. Did you encounter this situation ? thank you, Catalina
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Server Installer tries to install .NET Framework which is already installed
Hello, I'm trying to install Board 10.7 server on an airgapped server (so it can't connect to the internet during the install process to download .NET framework). We've used the offline installer for 4.8 .net framework, and after some mucking around we seem to have it installed (at least going on the the registry entries).…
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Level 200 module 209 - click here if you're stuck!
I wanted to leave a trail of bread crumbs for those of you working through this and having the same issue (that all 3 people on my team experienced) in step 1 of the confirmation exercises. 1.) When you define your relationships for Account etc. make sure you save changes (top left corner) or the relationships will not…
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Level 200: All CSV File
Hi All, I've finished the level 200 course. in order to better understand the logic behind the model is it possible to have all input CSV? Thank's in advance, Best Regards Edoardo
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Unlocking Success Together: Welcome to Board Groups!
Board Groups provide dynamic opportunities for members with similar interests, shared challenges, and common business objectives to solve problems, exchange key learnings, brainstorm, and foster meaningful connections. Created as an opportunity for valued customers to take the lead in guiding each other, our vision is to…
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Unable to Create a Cube or Go to the Relationships tab
Hi Team, One of the Partner Consultant had started with the Level 200 Course and he is facing issues while working in the trainingacademy board instance since last evening. He is unable to create any Cube nor go into the Relationships tab - Attached are screen shots received for reference.
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% of total
How to calculate Value/(total value in column), % ------------------------------ Vasily Feofanov Analyst Limited Liability Company "Super Brands" Russian Federation ------------------------------
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Group Leader Application
Are you interested in taking on a leadership role as a Board Group Leader? Group Leaders take an active and visible role in setting the tone and pace for their dedicated group. As such, we recommend Group Leaders have a minimum of six-months experience with Board software before applying. Co-leaders are also encouraged!…
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Request a New Group
New Group requests will be considered when an appropriate number of members have been solidified and a Group leader has been identified. For example, a regional Group that is planning to have in-person meetups should have at least 10 customer accounts within a reasonable traveling distance of one hour. Please note that…
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Group Leader Guide
The Community team would like to thank you for your interest and welcome you to the role of Group Leader! This role is an exciting leadership opportunity to bring together Community members around shared interests and geographic locations. Share tips and tricks, best practices, news, and accomplishments—all while providing…
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Level 200 Module 207: Build a Data Model and Capsule Procedure to increase the CY budget by 5%
I might have missed it, but I think the instructions are missing the part where you should multiply py actual * 1.05 to get current year budget with 5% increase. In Level 200 207 shouldn't this have Set Expression to a*1.05? In the "MAIN" group, create a "Data flow" step, in "CONFIGURE LAYOUT" use "ACT - DF - Sales LC" as…
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Board manual
Why is it that if i wan't to read about a specific feature (how something works) i need to read it at the release notes and not in the actual manual?
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Default setting for Relationship
Hello, When there's a parent missing to a child, the Default button becomes visible. But if there are no errors, you won't see the button. Is it possible to set the Default mapping for each Relationship from somewhere else, even if there's nothing missing at the moment? Thank you
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Hochrechnung der Umsätze
Darf ich hier die Frage stellen, wie ich anhand eines Screenergebnisses einer Datenview automatisiert hochrechnen lassen kann? Ist sowas möglich oder nur wenn ich es ins Excel bringe?
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Level 200: Module 206 Copy PY Actuals to CY Budget
Hi there, I am having issues with my procedures to load CY Budget from the PY Actuals. The capsule procedure begins successfully, and can see it actions the data model procedure as the timestamp updates. However, the data flow step in the Data Model procedure does not appear to run successfully, and I do not get the…
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How to structure cubes with slow moving hierarchy
1. Abstract A common challenge in a Board Application is to fulfill the request of tracking changes in hierarchies, which by definition are the current snapshot of a relationship. This article describes how to keep track of the historical situation using a cube and dedicated entities. 2. Context Since a hierarchy in Board…
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Missing child in Relationships
Hi, I'm trying to create a dashboard on ESG Net Zero Emission. I've picked only a particular worksheet (1a_RM_&_pack_calc_1.csv) and created entities and built relationships for them, but after running the Data Reader, I'm getting an error on Missing Child in relationships. Thanks & Regards, Kranthikumar Goli.
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How to read dataframes from R back in Board
Hi! I am struggling to use the R calculation step. What I am trying to achieve is to read back the "output_dataframe", defined in the R script, into a Cube. It is annoying since Board keeps on signaling the R DataFrame is incorrect (marked as red) even if not log statement is displayed, so I am not able to save it and…
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Drill Actions
1. Abstract Board offers multiple drill options, it’s important to consider the requirements when planning or setting up drill options and to design the solution accordingly. 2. Context Board offers multiple options when drilling into data, which is the right one to use depends on the specific requirements – whether the…
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Custom Entity Relationships in Time Range
Are Custom Entities only working as a parent to the lowest level? I'm struggling with the "Current Fiscal Year" (red mark). In selection phases (i.e. a screen selection), the selection of the entity member "Current" on the "Current Fiscal Year" won't apply on the child "Fiscal Year" (member "22/23" in this case). However,…
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How to manage cloud tasks from on premise server - Orchestrator
Hello community i'm going to move to cloud and I know it's now possible execute a board procedure through an API call. Since I have various tasks to copy files to/from the cloud, to be synchronyzed with Board procedures, I would evaluate possible solutions to manage processes that combines batches to transfer files (with…
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Level 200 training - Is it possible to please resurrect my training environment?
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Lack of Agility
Agility implies the ability to change course when it makes sense to do so by observing changes in our environment, responding to what we know, changing circumstances, examining, adjusting frameworks, and restructuring approaches to do so quickly and inexpensively. Agility is a core driver and target of outstanding…
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Board Academy Level 200 training environment setup error
I am getting the following error when trying to setup the Board Training Environment for the Board Academy Level 200: Selected user account does not exist in tenant 'BOARD' and cannot access the application '93cb9be1-06ac-46e9-8cb6-ef5235d40859' in that tenant. The account needs to be added as an external user in the…
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Selection Options in Procedures
1. Abstract Board technology allows different types of select, static, or dynamic queries. In particular, in procedures, it’s possible to choose between three methods that can seem very similar: Selection (fixed) Select Entity based on Cube Dynamic selection (from the “Select” step) Although they can give the same result…