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LEVEL 300: Module 306 - Functional Test
Can you please help or share any tip, regarding the last figures on 306, I am almost giving-up 🙄
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Level 300, Module 306 : Facing issues in 306 functional test Q2
Hi Team, I am facing issue in 306 Functional testing Q2 after data entry for - Office salaries, Office Technology Software & Hardware and Global marketing Campaign in the Expense planning page. After following all the instructions and removing the flag from 6400 wages the following are my results: Office Technology…
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MS Azure cleaning
Hello, Is there a way to schedule an automatic cleaning of Azure ? we are piling backup for all our 3 environnements and this is not cool from a green perspective :). thank you, Catalina
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How to create bar chart in Data View
1. Abstract This article describes a specific use case: visualizing a bar chart in a data view object. 2. Context In some projects, it can be asked to render a bar chart in a data view object, to provide an immediate visual representation of the numerical values directly in line with the data. This allows users to more…
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Connecting to Datawarehouse on Fabrics
Dear, while trying to connect to a datawarehouse on Microsoft Fabrics, following error is being raised However, connection is successful on SSMS. Grateful for a guidance. Thanks Khaleelah
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Connection Board to Azure fabric - cloud SQL DB
Hi We have Board on Azure cloud supported by Board. We are moving from our old ERP solution to MS Dynamics 365. The data will be moved from Dynamics to the MS data model and to Azure Fabric – cloud. Are there any others that have made the connection from Board to Azure Fabric? We are struggling to get the connection to…
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Not able to perform average
I have taken one solution building task Months are selected like 12 months from jan to dec I have taken cargo revenue jan to dec each month has equiavalent revenue Now, I need to calucate seasonality index = Revenue of month Jan/ Avearage revenue from all the months I am not able to perform the action , Please help me with…
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If then else in procedure: which role plays the current active selection?
Dear community, I am wondering which role the current active selection plays in an If then else procedure step. According to the help https://help.board.com/v14/docs/execution-flow-action-group#if-then-else , the selection context existing (user profile, screen selection, Pager's selections…) when the step is run should…
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Selection by a cube
Hi, I have a screen selection by a cube. When I do another selection on the same hierarchy / relationship it removes the cube selection. Hotel is part of a country I select through a cube all active hotels. When I now select only some countries it shows inactive and active hotels because the cube selection has been…
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The Backup Mentality
1. Abstract Each Board environment should foresee an appropriate backup policy for the existing Data Models, should it be a development, sandbox or production environment. Such backup policy must always be present and it should be developed on top of the standard backup policies implemented by the cloud team for disaster…
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Module 304, Level 300: Incorrect data is populated.
Module 304, Level 300: During functional test after updating P&L in Profit and Loss Planning statement screen, incorrect data is getting populating which is 133779307 in net income row.
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General Question: Can the way of concanate be chosen somewhere?
Hi, if you choose that you want code and description be shown both together they are always linked with a " " but can this be editted somewhere? I would prefer to have them linked via "_" for example.
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B14: level 303_Question about Label "@Selection"
Hi, I have a general question about the mechanic of Label objects and the "@Selection" caption. As recommanded during the lesson if I use the dynamic selection of "version status" the "version" will be selected analog settings in administration screen. If I add a label and use caption @selection, it shows only those…
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B12: module 302_Setting up Actual Reporting Months via Data Entry not possible
Hi, in this run of Level 300, Part 1 I face the issue, that it is not possible for me to set the "Actual Reporting Months" via Data Entry in Data View Object. Even if I enable Data Entry the column does not become yellow and clicking the checkbox does not work at all. Any idea how that could happen?
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Flex Grid equivalent locked by Options
Dear Team, Can someone please explain to me the equivalent for locked by cells found in dataview In flexgrid , we have only cells locked by What would be the equivalent of the dataview to flexgrid. Thanks Khaleelah
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Introducing Scout: A Helpful Guide to Fast Answers
We’re excited to welcome Scout to the Board Community! Think of Scout as your helpful guide, always on the lookout to fetch the best answers to your questions. Powered by our Community AI assistant, Scout delivers suggested answers to forum posts within minutes, helping you find solutions faster and keeping the…
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Incorrect values
I am building a solution in the board platform, I have set up the procedures correctly taking cargo previous year multiply with growth factor and target should populate the result but the result is incorrect the values are not correct. the growth factor is 10 Why is the value is incorrect?
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Why does custom selection script @user requires the "Administrator" username?
Hello, i am working on database security profiles. I have a user_name entity in which a few of my business users are stored. I don't need all users to be in this entity. I want to implement the simple custom selection script Select user_name = @user, see screenshot below. But then i got this error message Warning!…
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Level300, Module303: Functional test Q7, Store UK0011 not locked
Hi, I have locked UK like questioned but one store, UK0011 is not locked in Sales Planning Adjustments. I checked for other countries and can confirm that it is always the last store is unlocked and the annual total aswell. Any clue how that can happen? I am not interested in redo all and see if it is fixed answer. I want…
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Security Recommendations
1. Abstract The security is crucial and critical part of the data model design. It should be considered during the design phase already. In the following chapters clarifications and best practice approaches are described. This document is not a replacement for the manual. It will give some impression/ideas. It is…
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Not able to get the Data reader working.
Hi everyone, I have been trying to build a solution, but i can't seem to get the data reader configured properly. Everytime i run the data reader, the file name just disappears and the contents do not populate, else, the valid rec. shows 0 and the Disc. Rec. shows the entity numbers. What could be the issue? i am attaching…
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Flex Grid - Totals
Dear, Im currently using the flexgrid which is great. Im facing small issues The totals are not inheriting the format of negative values nor adding the % sign. Also , how can i rename the columns , i need to remove the calculated which has been prefixed. Thanking you in advance to guide. Rgds khaleelah
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i am building a solution in board i am not able to populate the data in the datareader
i am not able to view the source and file and run the data reader, i have attached all the screenshots please help me with this.
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Board Cloud Status Page: Launch Update
Recently, we shared that the new Board Cloud Status Page would be launching soon. In case you missed it, this new platform will provide logged-in customers and partners with real-time visibility into the health of Board Cloud services — including ongoing incidents, planned maintenance, and service availability across…
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max item number blocked
Hello, We had an entity set on max item number no =auto. It worked well until one day the systèm blocked it to auto(471) and it didn't let us modifiy the value. So we did the following steps: 1.Runan "Extract all Cubes" action 2. Runa clear all Cubes 3. clear the concerned entity and the associated tree 4. Change the Max…
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how to delete capsule tile footer?
I would like to delete the capsule tile footer: how can i do this? The tile configurator doesn't show any button to delete the footer: If i go into the footer's layout and click on clear layout, then i cannot save the empty layout, Board sees this as an issue: Has anyone already met this issue? Which solution(s) exist(s)?…
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Integrating Board and Scribe: A Smarter Approach to Planning and Documentation
Author: Edward Ervin, Financial Systems Product Owner for Global Switch and Community Captain. Documentation isn’t often the task we look forward to. While we all recognise its importance, without the right tools, it can feel tedious and time-consuming. And it’s not just about writing things down - it’s about reaching…
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B12, Module 306: Database Security, Settings are not clear documentated
Please have a look to the screenshot from Board Academy. In the third step "Set the second Cube to "SET- DE - Actual Months" and select the blue checkmark to save." This step is not matching to the screenshot below. The screenshot shows the "SET - DF - Actual Reporting Months". Maybe that was the problem for my earlier…
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Level300_Module304: Functional test of bottom-up Planning
Hi, I just restarted the trainings environment from the scratch. I Made the preparations to upload bottom-up files, but have not done it. The existing data before uploading any bottom-up data include the values which should be uploaded with the bottom-up smart import already so functional test is useless. It would only…
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Monthly Customer News Update - November
Hurry, hurry—the end is near. No need to panic, though. It’s only 2025, and we’ve got your 2026 planning covered: trends shaping the year ahead, AI insights to sharpen your decision-making, and best practices that show how Board customers stay ahead of the curve while showcasing the full range of possible solutions. Maybe…