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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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Formatting options for Menu object
In order to make Board applications even more beautiful many POCs or pre-sales demos make elaborate use of labels to create a menu that gives the user the feel of workflow. See below example. If the menu object had some abilities to configure the style and formatting this could concievably be done with the menu object.…
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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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Cloud Hosts- Planned Maintenance Schedules
Scheduled maintenance for OS level updates takes place on a fixed Sunday of each month on each Board Cloud instance (unless otherwise communicated by Board). Details of the schedules can be found here. Currently, details of this window are not displayed to administrator users anywhere within the platform which can often…
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Extract/Import Trees Unsorted
Hello, I'm sure any admin of BOARD has faced the issue needing to refresh Development Cubes/Entities with new info from Production. I'm sad to say that this process is FAR less straightforward than it would seem. It is very frustrating to always have to follow the steps of : A) Remove all sorting of entities (Production)…
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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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Do not replicate entities when we flatten the entities by row
When we have multiple entities by row and we flatten at a certain level, we would like not to replicate the members of an entity and merge the cells with this entity, as in the image attached.
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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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Not to show unnecessary repeated details from last data row in grand total
Details from last data row shown in grand totals (see above). As suggested by helpdesk (ticket 00080530), I have managed to hide these unnecessary repeated text by using workaround - using a font color that is the same as the background color. This is a known limitation of the software, and it is totally UNNECESSARY 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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Maintain cursor in the selected dataview cell after screen refresh
In large dataviews with many columns, when a user has a cell selected (in one of the columns to the right after scrolling the dataview), we would like them to be able to run a procedure from a button, and that after a screen is refreshed, the dataview would not jump back to the first column, but would show the dataview as…
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Predefined PDF-Export
My client has a requirement to export their P&L report, balance sheet report and other reports as a PDF. The structure of the report has 3 elements: Report information: Name of the report, name of the company, additional information such as "YTD view" and "Disclosure in TEUR" (position: top left). Logo: Logo of the…
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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…
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Rounding
Hi, For our BOARD reports we want to have the number in thousands. This is easy with the "divide" functionality. However this gives incorrect results due to roundings. In order to solve the rounding issue I though to create a procedure to solve it (see below). However, the last column of the table highlighted in Yellow…
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Export a layout to ASCII file in "append" mode
Hi, A very simple request I have regarding the "export layout to ascii" function in the procedure : currently there's no way to append to a file rather than replacing it. However it would be very useful to create a specific log for a procedure and provide technical reports at the end of a dataflow (such as a control…
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Export to excel from HTML5 with layout
I have been asked if the export to excel from the HTML interface can contain the layout details. So when you connect using the BOARD Add in on the exported data view, you can open the layout in Excel and the configuration is there. When you export to excel from the BOARD client, the layout configuration is available when…
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[Cloud] Scheduled backup of capsules for life cycle management
Currently you have to manually backup capsule in Cloud for life cycle management purposes of your projects. It's not possible to schedule a backup of capsules toward the Shared Azure Storage like it's possible to do with database backup The idea is :* to schedule the processus from cloud portal either by calling a Board…