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How to also export the Layout settings to Microsoft Excel Workbook for BOARD Add-in?
Hi, I am currently exporting data from my report directly into excel. I can then connect my Board office add-in to the table and apply selections and everything possible using the office conector. The problem that I am having is the value formats. In my report in Board (online) I have parenthesis instead of the minus…
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How to manage mapping Data Entry
1. Abstract In many cases, mappings are used to control processes. Mostly, these are mappings between entities that cannot be implemented in the standard relationships (hierarchies) for various reasons (e.g. they are not n:1 relationships, or the hierarchical trees would become too large to be useful from a performance…
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Level 200 module 212 - 1: Product to GL Account Mapping Cube Empty
Am I missing a data reader where we'd load Product Category & Account through a data reader? I would think it would just pull in the values, matrixed, and let me check yes/no. I'm prepared to feel dumb on this one! But I built the screens and don't see any 'box' to check for that single value cube in step 3.2 Thanks! Matt
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NEXEL - Send Summary Results To...
NEXEL has a function labeled Send Summary Results To:. See the last line of here. Has anyone had any luck with this functionality? How about NEXEL Crossview? nexel
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Module 205 in Level 200 Building a Planning Solution in Board
Has anyone else picked up on this issue below in module 205 of Level 200? In the Academy, module 205 there seems to be a fault. The “ACT – Sales Data Publish” procedure where it calculates ACT – DF – Sales GBP, does not calculate as per the screenshot. In order to make the data flow work properly I needed to split it into…
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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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Google Maps Object Update: Action Needed
A Google Maps security content update is causing all the Google Maps Objects configured in a Board environment to fail execution. Further details on the Google Maps update can be found here. This issue is affecting all Board versions. The issue will be fixed in the upcoming 12.6 Patch release version and will be available…
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Option for logical/automated selection of Procedure on a DataView/other button
Giving developers the option to set-up a selection criterium (Algorithm) which runs one of multiple saved Procedures in the background. (see screenshot) That is to be seen as an addition to the manual selection of the Procedure by the user currently available.
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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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Standard "integrated" copy function for e.g., Versions, Scenarios etc.
Hi all, it would be great to have a integrated copy function. Use Case: During a planning cycle we want to copy a Version 1 into a Version 2 (Entity in a Cube). Therefore, we have to create a procedure, define temporary cubes without the entity Version, add for nearly each cube a step with temporary cube not dimensioned…
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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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More options in the BULK INSERT function
I think that the BULK INSERT function, has a lot of potential, whatsoever, it is very limited right now, it would help a lot to add more functions other than INSERT INTO. For example right now I'm trying to upload the hierarchies of our database to a SQL Database, if instead of INSERT we could also have access to the…
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Option "Disable Unbalanced Hierarchy" should work "per block" and not on all the dataview blocks
We have switch our main entity "P&L" to unbalanced. This entity is used in hundreds of dataview. Some dataview are pretty basic and unbalanced is working as expected. However we also have a lot of medium / high complexicity dataview with hidden factors cubes, or tech cubes. In that case, some business cubes need to have…
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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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Rest API - Run procedure with a selection
Currently it's possible to post argument to define the selection to the query you want to run as shown below : It would be very usefull to do the same to launch procedure when use to schedule. Documentation : https://www.boardmanual.com/subscription-hub/index.htm#t=1_Users/Client_API.htm
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How to set up a 4-4-5 calendar
1. Abstract Board offers the possibility to create custom time entities in addition to the standard time entities to customize the calendar to specific business needs. Our goal will be to build a retail calendar based on the scheme of a 4-4-5 quarter, which is a method of managing accounting periods, mainly adopted by some…
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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