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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…
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What is the Board Advocacy Program?
If you are a Board customer or partner, you have the opportunity to share feedback and stories about Board in exchange for some great rewards. We invite you to sign up for the program and get on the list to be the first to hear about activities to share and win big. About the Program There’s nothing we love more than…
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Suppr keyboard key
Be able to use the suppr keyboard key to suppress figures in BOARD cells
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Set a password at screen level in the menu object
It would be useful set a password at screen level, that will be requested when an user try to access to the screen from menu object. The pw setup can be managed from sitemap settings. As alternative it could be set from the screen setup: in this case it will be requested not only from the menu but also when the screen is…
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Export to Excel - improved file-naming
It would be useful to enhance the functionality of exports to excel (and pdf) to enable more meaningful filenames to be created. My suggestion is that there should (in Web) be 2 new properties associated with each object, for which export to excel (and pdf) would use as part of exported filenames. This would improve the…
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Export multiple layout in one Excel Sheet
Hello, it would be really useful to give the possibility to export all the dataview contained in one screen in one Excel sheet. thanks
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'Exit Screen' Procedure step to close tabs in web client
I am proposing a web client behaviour for the existing 'Exit Screen' procedure step. Currently this procedure step has no action in the Web Client, however within the Windows Client, upon execution of this step, the current open screen is closed fully, rather than navigated away from. It would be ideal if this step had the…
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200 - Building a Planning Solution in Board - Version entity is empty?
Hi team, I've had a query from one of our trainees at a Partner, the "Version" entity in their datamodel is empty (no members) and I can't see within the training where this should have been populated. Users are not asked to build a data-reader to populate OR manually add members to this entity, can you advise? Thanks,…
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Entity: possibility to manage several descriptions by member
It would be very useful to be able to allocate to an entity member a second or third description (e.g. short desc / long desc. / extra-long desc), and then be able to select one of these in screen objects (dataviews, labels...).
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Entity order / user view
In the database settings you can define the user view / order of entities. However this only affects the entity pane in the layout configuration! The entity order should also affect the entity order in Pager/Selector menu as well as Drill Down and screen/layout selection window.
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Entity format with multiple entities within a dataview
There are situations when the customer asks for entity format to be applied when there are multiple entities by rows (for example parents of an entity or groupings of different ones). As we all know, the entity formatting works only when we have a single entity by row, and the moment another entity is added there is a…
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Entity - Max Item Number to select
Dear, When building our capsules and screen we have found that we have to limit the amount of entity members that are selected by the users to ensure that the Data View are properly displayed. If too many entity members are selected the Data View can go into "Oops" (and in Board 12.1 it can lock the Running Tasks screen in…
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Enterprise Ready - Active Directory Check vor AD-Users from AD Groups
Hi guys, in big organisations I often have the issue, that the whole user Management is done via Active Directory. It's great how to easily add users to BOARD via a Windows AD Group. But as time goes on, People Switch the Departments, and also move on in the AD-Groups. I know it might be an issue to "just" delete the…
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Enhanced presentation functionality
Hi! I am perhaps a less advanced user, but with power user license. We are exploring ways to use presentations for various purposes, and haven't found good workarounds yet. The enhanced functionalities we think will improve the board experience are as follows: * Being able to write comments directly into presentations…
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Enhance the management of the security
When the profile assigned to a group is changed, the revised profile should be propagated to all the members of this group. Several profiles could be assigned to one group of users or to one user. We have to be able to build one or several profiles per capsule. Groups would help to build "Business profiles" by assigning…
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End user Error Message Visibility for Administrator
The Idea. To give Admin visibility of the individual error messages that can appear on the end-users screen (bottom right corner in client), this could be via a simple log file recording the time of message, the message, and the end user. Why. We have solutions developed for clients and at times they get an error message…
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Ease capsule renaming
Dear team, We would like to rename our capsules but it seems that it is almost impossible without loosing what we have already built in BOARD as we have feeds, presentations, go to screen, screen procedures in place. It would be great if we could link the capsule to anything without putting the name of the capulse but…
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Dynamic selection in dataview selection and refer to
Hello, In some complex report wold be extremely useful to have dynamic selecion on cubes and on reports exactly with the same features of the main selection "Current date", "Based on cube", "Options", etc. Otherwise we have to create and mantain lot of parents to group items, ad-hoc cubes to store selected figures through…
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Dynamic Database Time Range
I would like to have the possibility of having a dynamic time range setting i the database. For example, saying that your model should always contain 2 years of history and future months and that it is updated automatically. This way we could avoid unnecessary maintenance work of the databases.