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Dataflow common mistakes and best practices
1. Abstract The dataflow is the main action to perform calculations between cubes, it is used in all the processes of the application, therefore it is very important to know how to set up a dataflow in the best possible way, to obtain the correct results with the best performances. 2. Context In this article, we will first…
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Dataflow mode question (206)
hi - I am working through the L200 course. In 206 / Knowledge Check, there is the question: "What is the purpose of the clear cube step of the BUD - Initialise Budget Procedure?". The course's own correct answer is "The mapping mode on the Cube is set to ADD, which will cause the data to increase each time the procedure is…
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How to design screens & dashboarding
1. Abstract Screen and dashboard design can at times make or break an application – if screens are poorly designed or unintuitive user engagement can be compromised from the off. There are many factors to consider when determining what constitutes a good design - from layout and ease of navigation to the amount of content…
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Level 200, Module 205: Sales Planning Procedure
Level 200, Module 205: Sales Planning Procedure ACT - Sales Data Load Data Model Procedure Step: 4 Select "CALCULATION DOMAIN" and in the Extend calculation on new tuple for all members of section, select: "Country" and "Timestamp". Why are we extending the calculation? I am aware that it will open the dense cube dimension…
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Board 12.6.0.1 : The JOIN function is not supported anymore
Hello, In Patch 12.6.0.1, as per the release notes : Dataflow : The JOIN function is not supported anymore and should not be used in the Dataflow configurations ⇒ Could you please explain if there is a change in the code related to JOIN() function : All dataflow with join() will now fail ? or it is for information purposes…
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Community Roundup: August 17, 2023
The Community team is back and excited to share with you the new features we've launched and the accomplishments we've enjoyed in the last six weeks! From new tools, to streamlining navigation, to Community member outreach; we've had a busy six weeks of growth and evolution. The new features and Community accomplishments…
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[Recording] Bulk Insert
Board 2021 Winter release brought several new useful features. Two new Actions (Procedure steps) have been added in the "Extract" actions group in the Procedure designer: Bulk insert to SQL Table and Export Dataset. In this session we will look at how the Bulk Insert feature works, allowing you to insert large volumes of…
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Measure Totals in Data View: Force to be a sum
Hello Community, I am running an issue with the total value in a data view and wondering if there is an easy way to solve it. I have an example below I want to calculate the $ impact on price difference (column K). For individual row the calculation is correct, not saying the total is wrong but I just want to force the…
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Best Practices in Writing Procedures
1. Abstract Most probably every Board application will have procedures to cover interactivity by the user (e.g., navigation), perform calculations (e.g., processing plan data) or run other backend processes like creating a backup. To provide the best maintainability, quality, and robustness, some guidelines should be…
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Level 200, Module 204
I'm at the mapping stage of H - Product Data Reader, and I can only drag the first item over and save. The remaining items (for product, product group, product category) 'bounce back' every time I try to bring them over. Wondering if anybody else is experiencing this.
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Anyone using version / code management software in BOARD projects?
Hey community, I just saw Bob Gill linking his article World Cup 2018 to a repository on GitHub (GitHub - grobertgill/Tournament: BOARD Tournament model setup for World Cup 2018 ). This is something I have been thinking about now and then but have never tried to do. Is anyone of you using such solutions (GitHub, Subersion,…
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Community Voices: Nicolas CHIGROS
We are excited to bring you more valuable insights from the ‘Community Voices’ series! This month, we welcome Nicolas CHIGROS—a long-time Board user from Kiwika, an EPM-specialized company and consulting partner located in France. You’ll find Nicolas active in the Board Community participating in opportunities like the…
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How to move columns in Reports?
Hi, I need to build a report where the row entity is in the second column. So in essence I need to show actuals data then the row entity then the rest of the columns. What I have tried was to bring in the row entity into the layout section of the report but noe any template styling is not applied to the entity. See the…
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Format individual cells
Dear All, I have a question regarding formatting individual cells, is it possible to color a individual cell eg. if value is negative → green, if value is positive → red. I know the option color alert, but this has effect on the total column. Is it possible to format individual values in a row/column? Regards, Wouter
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Color fade away in the Data View
Hi, anyone know how to turn off the color fader for the alerts in the Data view? Want to add some colors to the variances but noticed that the colors seems to fade away based on the value (example below). I just want the negative values to be static red and positives to be static green.
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Board and SOAP APIs
One of our APIs that customer requires a connection to does not have a REST API, but only a SOAP interface. I know that I can connect to this using PowerShell, but does any Board expert have any suggestions or recommendations as to the best way to get Board to interact with a SOAP API?
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Moving Data
1. Abstract Often customers’ requirements are to copy data from one element to another. Typical examples are copy processes from one version to another or to copy data from an existing reference product to a newly created product as an initialization. The calculation logic in those examples is the same and can be applied…
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Using Unbalanced Hierarchy and standard entity together
I have an unbalanced hierarchy ( P&L Reporting) which has multi-levels Level 1 — Level2 — — Level 3 Another entity is Account which has all the base-level accounts in it. Level 3 of the unbalanced hierarchy is linked to the Account entity where multiple accounts have a relationship with a single Level 3 member. I have a…
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Unbalanced Hierarchy broken?
Good Morning :) I have an entity which is an unbalanced hierarchy. The entity seems fine. Here are the settings: I also have a SQL Data Reader which loads the Entity and the Relationship which also seems fine: The Data Reader runs just fine. No error logs, no cancellation. However, the relationships are not built. I have…
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Entity Broken?
Good Morning :) I have an Entity that seems fine in the DataModel: However, if I look into a DataView in a Screen, there are no values in the entity. (even with show all, nothing is shown) What could be the problem? Thank you Kind Regards Wolfgang
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Documentation EXCEL-ADD-IN
So, I'm about to take a closer look at the EXCEL-ADD-IN from Board. At first sight what's offered is rather disappointing! A handful of more or less powerful VBA functions, I could live with that, then I build them myself. My "old" MIK software already had much more to offer. And that was more than 15 years ago! But what…
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New feature in 12.6 - Permission Groups
After a recent upgrade to 12.6.0, some users were not able to log in, getting an error message "Error. Sorry, there was an error : unauthorized_client. Request Id: 0HMSA0GDGEDP2:0000003C". It didn´t happen to the users with Admin license. So we´ve realized that in the Subscription Hub there was a new setting which was…
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Apologies for the Board Education Invite!
On Friday, July 28, 2023, an invite (sample below) was erroneously sent out to all customer and partner users that have access to the Board Academy asking them to join the Board Education site (for Board employees only). We apologize for this email and ask that you kindly disregard it. Please continue using the Board…
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Board12 Add-In Office WebApi Login error
Hi, I'm trying to connect to an on-prem Board 12 server using SAML authentication via WebApi. In the connection configurations I entered "https://myserver.com/" as hostname and I selected SAML. When I try to connect (using Excel) the browser opens regularly on the login page, I enter the credentials and the browser…
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Impact Analysis update of information
Good morning, Our team would like to know if there's a method to update the impact analysis information. We have verified some cases where a name of a procedure or a screen is changed manually but this is not reflected in the impact analysis, which still shows the previous name. We believe having seen this for other…
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Level 200 Module205: Timestamp not populating
I've followed the steps in the lesson to add a timestamp label to the Sales Data Upload screen and adjusted the Procedure, "ACT - Sales Data Load" to populate the "UTIL - DF - Timestamp" Cube. The result I receive after loading data is "Last data upload was on N/A." Please provide troubleshooting tips as the Board Manual…
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The Community forum has migrated
In an effort to streamline the Community structure, the Community team has migrated the existing Community forum and merged it with the Platform forum to provide a more centralized discussion experience. Much like the previous Community forum, this is a space where you can connect directly with the Community team to…
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How to set user>select>datamodels>entity on cloud.
Hello. I cannot find the function to set user>select>(data models)>entity on cloud. On localhost environment,I know the fntion.(see screenshots)
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Algorithms admitted in Data Readers or dataflows
Hello, It would be very interesting to have lists 📑 of all the formulas, operations and algorithms that we can use in dataflows on the one hand, and in the ETL of datareaders on the other hand. Do these lists exist, and could you please provide them? Thank you very much.
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Level 200 Module 204 Material and Material Group Empty
I'm trying to complete step 7 and following the instruction to manually set up relationships between Material and Material Group but both seem to be empty. Have I missed a step where data was meant to be uploaded? I've scrolled through a few times but can't see anything I've missed. most likely just my mistake though. Any…