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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…

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.

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?

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,…

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…

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…

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…

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…

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

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,…

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

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?

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…

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

I'm on module 204 and the 30 calendar days end on 02th february. Is it possible to extend the limit?

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?

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…

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…

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…

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…

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?

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…

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…

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…

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…

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…

What are some common workflows? What are some ways procedures have been used to facilitate a process or user experience?

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.

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…

*** 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)…