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Community Voices: Etienne Causse
The Community Voices series continues this month with a Board Community champion and customer—Etienne Causse. Etienne joins us from Groupe SEB and shares with us highlights of his Board journey and successes, as well his favorite parts of interacting here in Community. You’ll find Etienne interacting throughout Community,…
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An uploaded zip file - when the user downloads it, how can we control what the filename will be?
A user can upload a zip file to Board. When they do that, the original filename is lost. The new file name is generated how? Can this be controlled? For example, could the zip file have a reference number derived from where it was uploaded in Board? ------------------------------ Michael Gerrard UNHCR http://www.unhcr.org…
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Localized versions of Level 200 course available in Academy now
The Board Academy developer training course, Level 200: Building a Planning Solution, is now available in three additional languages: German, Italian, and Japanese, with French coming soon. Level 200 is an active online experience during which the learner builds a functional budget planning application in the Board…
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Drill Anywhere Options: "Drill To" vs "Go To"
1 . Abstract The Drill Functions provide several interactive options, which are: Drill anywhere, Drill-down, Drill-to screen, Drill-procedure. In design mode, interacting with the ‘Drill-to screen’ feature, either in a Data View or in a Chart, there are some notable differences regarding ‘Drill-to screen’ and ‘Go-to…
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How to compare 2 different cubes to show an alert?
Hi Community! I am working on figuring out a way to compare two different data entry cubes to show alerts. The goal is to have one DE cube to match the sum of by Month DE cube values, and if the sums don't match the alert or notification will appear. Are there any ideas on how would be best to approach this?
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Order of Reporting Accounts on P&L Sheet
I am trying to add two new lines to the P&L sheet in specific spots, and thought they were ordered by the Reporting Account code number. There does not seem to be a correlation between the code number value and the order. Does anyone know the logic behind it?
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Dataview Layout: Impossible to apply a filter when an aggregation function is used
Hello community, I'm quite new here. if this is not the right place for this question, please redirect me. I have a Dataview layout in which I use an aggregation function to display the average value for my block along the time entity "Month". When I try to apply a filter to this layout, it has no effect. However, when I…
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Level 200 Module 205 - Can't enter FX Rates
I am trying to enter FX Rates on the FX Rates screen but I see no data entry fields. I did enable 'Data Entry'.
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Hmmm... can't reach this page. Localhost refused to connect
Hi all, I have installed the on-premise version 12.5.1 on my new laptop. The Board Engine and Board WebApi Engine services are up and running. When trying to open Board in the web browser, I don't even get to the Board login. A message pops up saying "Hmmm… can't reach this page - localhost refused to connect". I've…
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Does BLOB cubes are stored in RAM or in DISK ?
Hello, I have a lot of BLOB which purpose is just to to load an extract cube file exported few seconds before on the dataset folder on the server So end user can retrieve that cube export withtout having to connect to the server. ⇒ Does files stored in BLOB cubes are also stored in RAM or only in DISK ? Means If I have…
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Community Roundup: October 18, 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 eight weeks! From new tools, to streamlining navigation, to Community member outreach; we've had a busy eight weeks of growth and evolution. The new features and Community…
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How to do multi level allocation
1. Abstract A Multi-Level cost allocation is an important process of any business, it plays a huge role in the decision-making process, and that’s why we must design it in the best possible way. The Multi-Level cost allocation consists of applying a classic allocation but with the possibility that an element can be at the…
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Is there a way to extract a file name in the data reader ETL?
Hi Board Community! I am working on creating an ETL logic to dynamically extract months to a correct fiscal year. The complication comes in because there are some of the future years that need to roll up to the year end of the particular (past) year. I know that there is the formula in excel that allows you to extract the…
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Level 200, Module 205: Procedure ACT Sales Data Upload not in the Procedure dropdown option
I created the procedure ACT - Sales Data Upload but it is not in the procedure dropdown when I created the Call DB Procedure. It is grayed out. What did I miss?
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Allocation with Board
1. Abstract Board is a great platform for building a planning and budgeting model and it accommodates large and complex allocation models. Board can process a lot of data in a short amount of time. The platform is also very flexible and allows the full customization of your allocation model. 2. Context Board is a great…
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Data Access Control Architecture
1. Abstract Database and Application security refers in general to the range of tools designed to establish and preserve data confidentiality, integrity, and availability. In Board terms it is the definition of the various access levels so that the users are presented and can modify only data relevant to them and for which…
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Cube Visibility based on User
Hello, According to documentation, it should be possible to apply Cube Visibility based on User. See screenshot below. But I can't get it to work. Even if I'm logged in as Patrick Stewart (as in the Board case below), and I deselect Patrick from Cube "User enabled", I will be able to see whatever is ticked in the Granted…
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Net Present Value
Hello, I've been trying to find documentation on the Time Function Net Present Value - what it does and how it works. Can't find any documentation. The function seems to be available in a Dataflow, but not in a Dataview. Do you know? Thank you
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Improve the Community experience with Accepted Answers
Members make Community great, and we’re thrilled about all the engagement we’ve seen since re-launching the Board Community in early February! Both the Platform Forum and Academy Forum have been buzzing with activity, and we thank all members for their dedication to timely and detailed responses to questions posted.…
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What is the best way to setup a demo database?
We would like to setup a demo copy of our database where we can demo to user groups but mask customer data. Is there a best practice way to achieve this?
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Is there a way to default the naming convention of exported excel tabs to code for the entity export
When exporting a Board screen to excel and choosing to page by a given entity that within Board has been set to "code" as the default setting for that entity, the exported tab pages within the excel document appear as the description of the entity and not the desired code of the entity.
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Level 200 - Training Env not loading
Anyone can help with this issue? My training environment doesn't seem to load today. It was fine until yesterday.
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Data reader failing with error "ReadGo4EseguiCUBESdo failed for ddv" in diagnostic log
I have a client where SQL data readers started failing to fully load data yesterday with the error below in the Diagnostic log. A trace in SQL shows the queries executed properly and the other Board logs show the correct number of records. No other functionality in Board appears to be impacted. The client is using 12.4.0.…
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on Prem Board portal to upload file feature
Hi there, I would like to know is it possible to allows file upload function thru my Board portal? Situation: A screen layout at my Board portal to allows Excel file upload thru portal. Then the board portal will show the uploaded data in table form. Example, my screen to have template allows user to download the template.…
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Moving a new model from sandbox to production
What is the best method of moving a newly developed model from the Sandbox environment to production using vs 12.6 in the cloud?
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Table of Contents: How-to Guides
Welcome to Board How-to Guides! Here you will find links to published How-to Guides that provide step-by-step guidance to support specific use cases, as well as a preview of what's coming soon. The table of contents for Best Practices—best ways to use the platform in most situations—can be found here. Time Range How to…
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Table Of Contents: Best Practices
Welcome to Board Best Practices! Here you will find links to a list of published articles that provide technical guidance on the best ways to use the Board platform and a preview of articles that are in progress. The table of contents for How-to Guides that provide step-by-step guidance for specific use cases can be found…
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Where can I download the latest onpremise pack
Hello, My company is a Board partner, and I would like to download the latest On premise installation pack (>12.5) in order to get a hands on experience. Could you please direct me to where I can download it? Best regards, Alexis Leperlier, Primexis
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Level 200 Module 209 - Timestamp Instructions Incorrect
I ran into issues for both the upload and publish timestamps in the Expense training. The training says: - set expression to "@Date&" at "&@Time&" by "&@User" You need to remove the quote at the beginning and end of the phrase to make it work: - set expression to @Date&" at "&@Time&" by "&@User
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Level 200; Module 205; final check is not balancing
Upon the final check of data, everything lines up well, except for the GBP Sales Actuals Data screen. I have walked through the module and rebuilt the entire procedure and data view several times, however am getting the same results. The GBP report doesn't appear the same as the LC report in the numerical presentation. The…