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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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Dataview Feature to change the color of single row based on condition
Hello, I think it will be useful to add a feature to change the color of a single row based on condition/cube value… Example : We have Forecast cube displayed by month (as ROW), we need to display the ROWS of ACTUAL months (Jan-Jun) in green, and the rest of months (Jul-Dec) in red Thank you team ! Best regards
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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…
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Translation : Having different german translation per country
Hello, We are using cube language feature for entity member translation with following language : EN / FR / DE Now, we have some country requirements to have german translation that should be different per country, eg: German for Switzerland German for Austria German for Germany Is-it possible ? regards julien
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Board Office Add-In no longer works
Hi, for one Board user we had installed the Office Add-In 12.5 and that worked. The Board tab was visible in Excel. But from one day to the next the Board tab disappeared from Excel. I uninstalled and reinstalled the Office Add-In, but the Board tab no longer appears in Excel. However, it was working until recently. What…
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Excel AddIn Documentation
Hi Boardies We are currently trying to solve it with the use of VBA since no native solution came to our minds and we want to automatize it as much as possible. The problem is following: A single table (lets say, country, year, period (BoP, A, EoP)) grouped by countries on one screen. From the Excel sheet the table should…
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Is it possible to add a "+" symbol in front of positive values?
Using the image above as an example, is it possible to add a "+" value in front of the 89.0% without writing it as an text algorithm in the data view? (as this is requested in multiple views) I understand it's possible to add a prefix in block formatting however that wouldn't recognise a value as <>0 so it would place a"+"…
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Feature to add a "+" symbol in front of positive values only.
Currently this can only be achieved by using text algorithms, which can be very time consuming and difficult to manage across multiple screens/objects. Using the image below as an example, can we add a feature to add a "+" value in front of the 89.0% without writing it as an text algorithm in the data view? I understand…
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Data Entry in column
in long tables we have have an option of using ">" for multiple data entry for each row how about an option to enter multiple data in each column????
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Select Based On entities limitation
Extend the max number of entity members allowed on select based on. Currently when the max number is reached the selection removes all applied selection up to tha stage. Select based on is a critical functionality since it allows Keep mode on. Alternatuvely it would be acceptable if the Keep mode on could be enabled for…
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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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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…