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Offset Rules
1. Abstract Offset rules are a type of rule which allow you to reference multiple blocks in the same layout as part of your calculation, they can be very powerful but should be used with caution. 2. Context Offset rules can be very powerful in certain circumstances but should be used with caution due to the complexity they…
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Rule Consolidation
1. Abstract The rule is a key functionality that allows on-the-fly calculations between members of the same entity. The consolidation is a further step to physically store the result in the data model. This step is needed only in specific cases, usually when the calculated rows need to be reused as a source for following…
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rows & columns - control execution button
It would be great if there would be a button in the rows & columns function where the user can start the execution/update of his changes —> currently BOARD is loading every step you make in there - if you made a mistake (choose wrong dimension or pull it into the wrong area) the execution in the backend/running tasks is…
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API Related Query
Hello everyone! I wanted to know, what is the maximum number of line items that can be transferred using an API. Can anyone provide information or point me in the right direction to find out more? Thank you.
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Forecast Screen - Show total of an algorithm switching between two cube slices
Hi, I'm currently building a forecast screen. The requirements specify the following use case: the user selects a month and yeear months up to (excluding) the selected month show the actual value months including and after the selected year show the reference value (e.g. budget or estimate) In addition, the previous year's…
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Bug : Selecting a member on a pager is not refreshing the screen (randomly)
Hi, Randomly, when our users are clicking on member inside a pager, Board is not launching screen refresh. Users are forced to select another member and go back to to targeted member. This error is occurs quite often (like 1 member selection on 10 member selection is not launching screen refresh) I have this issue for more…
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Transfer data from Board to SAP BW
Hello I need to send some data from a Board db to SAP BW now we're implementing this through a flat files extraction (layout export) and consequent upload to BW. Is there any other (more direct and efficient) way? SAP Connector allows write-back? thanks
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Numbers Scaling improvement
I see the new option "Nr Scaling" in B10.8, very nice But having mixed automatic criteria may be not so nice to see Adding a choice between e.g. None / Automatic / All K / All M... would make this function very appreciated
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Use of Number Scaling
1. Abstract A common requirement when displaying data, particularly financial data, is to use scaling – whether that’s displaying numbers in thousands, millions or whatever makes sense in order to make the displayed data more easily readable. 2. Context There are multiple ways in which scaling can be introduced when…
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Drilldown then export to Excel - how to work backwards?
When you drilldown on Board, then export to Excel, how do you restrospectively found out what you drilled down on? Effectively, the layout is filtered but the filter does not appear on the Sheet Selection, Workbook Selection, or Selection tab on the Layout. If you copy the layout back to Board, the hidden filter is still…
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Copy Favorites from one server to another
Hi, we are updating our version and want to upgrade our server in the same step. What I would like to do, is to copy all settings (like favorites, presentations etc.), that the users have setup for themselves, to the new server. The users should basically not notice, that we have changed anything (except newer design, new…
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What is an efficient way to calculate rolling average in a data flow?
Hi experts, I am reaching out to seek opinion on the most efficient way to calculate a rolling average based on current and prior months values in a data flow. Curious to know if using the time function period offset -1, -2, -3 etc. can be the only way to calculate this or if peope have found other ways that are maybe more…
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What is the impact of switching a user from User(password) to User(Windows/LDAP/SAML) ?
Dear all, I'm wondering if any of you already has an experience with this kind of operation: Currently I have around 40% of my users which belong to a newly acquired company, where the Active Directory infrastructure is not merged with ours yet. To create them without waiting I had to create a specific password:…
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BOARD 11 Randomizer Tool
WHAT WAS THE RANDOMIZER TOOL. To those that knew of it, and before BOARD 11, the Randomizer Tool was hugely powerful, allowing test models of production offerings to be created in as little as five minutes (once you knew the fields and cubes to obfuscate). Simply put, it turns real data into random data. Image 1 shows the…
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Block(s) copy in layout/dataview
1) Copy&Paste a block is really usefull because configure each one is really wasted time comsuming (ReferTo, TimeFunctions, Format, etc...) as it is possible in Desktop client. 2) Also, copy&Paste block format would save lot of time 3) As now it is possible to copy&paste several steps in a procedure, why it is not…
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ASSIGN the SAME COLOR CODING TO the SAME ENTITY MEMBERS ACROSS CHARTS
* What is your idea? It should be possible to assign a “standard” color to each entity member at a “capsule” or “environment” level. This coloring schema should be retained across all the different charts those items are displayed in. Therefore, similarly for what happens in Corporate Designer, when a certain item is added…
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ADHOC Report Builder
The Idea. I would like to ask for the community to vote for the idea of an adhoc report builder for the daily user. I am aware that this idea, in various guises, has already been suggested, most recently by swathi mp in his question here. And here are some others: Adam Elvin 05 Nov 2017 Conditional Display of Columns -…
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Google Analytics in Board
Hi all, We are bringing into Board some very basic Google Analytics data via the Data Pipeline and SQL (Visit, Bounce, Transactions etc) just wondered if anybody else is bringing in GA data? Which prompts a couple of questions; * Are you doing the same way? * If yes, are you bringing in richer data than above and what does…
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Alerts in DataView - Not available in vertical Alignment
Hi together, I have created a DataView and wanted do display an alert on the numbers. If the Block orientation is set to vertical, it does not show the alarm. Only if set to horizontal… WHY?!
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Board Beyond 2023: It’s time to ignite the Intelligent Planning revolution
For the first time in three years, we’re bringing the Board community together in person to discuss all things planning. We’re beyond excited (😉) for a day of visionary speakers, sneak peeks at upcoming product enhancements, interactive solution sessions, and the networking opportunity of the year. Best of all, Board…
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Relationship
1. Abstract Properly designing and maintaining relationships is essential for a well-functioning solution. In Board’s multi-dimensional database, relationships are a core component of the database configuration. Incorrectly configured relationships can make data partially or wholly inaccurate and lead to incorrect…
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Experiences upgrading from Board 10.x to Board 12.x
Hi Everyone, I'm relatively new to board and as luck would have it, my first project is to upgrade one of our clients from version 10.6 to version 12.2, with more clients to follow for the remainder of the year. I've read the instructions for upgrading and regression testing, however I am interested to get people's…
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Board Community Celebrates International Women’s Day 2023
The Board Community invites you to join us in celebrating International Women’s Day (IWD) 2023! This year’s theme is #EmbraceEquity and recognizes that equity isn’t just a nice-to-have, it’s a must-have. A critical component of this year’s campaign is education—recognizing that Equity and Equality, while often used…
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@Selection on Blocks
One of the major issues we have with trend based dataviews and charts is having to use CY, CY-1, etc for current year and current year -1. This is very annoying to end users and causes us to "hard code" the years into the block header, meaning all reports must be updated each year, month etc. when we use block references…
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Introducing Board's Community Team
With the recent launch of our new Board Community experience, we'd like to pull back the curtain and introduce the team that helped make this migration possible and successful! It is with great pleasure we introduce our Board Community team. With a diverse background in customer success, content management, marketing,…
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Display internal Entity member ID
1. What is your idea? The Idea is, to display in the entity section of the database the internal ID of Entity members. 2. What specific problem are you trying to find a solution to, or what new scenario would this idea respond to? Board technology saves any selection on entity members on the internal ID of the entity…
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Collect and invite marketing data
We need a way to collect data from different platforms to load into Board. Fivetran would be a good option, but there is no Board Connector. Mainly it is about marketing data. What do we pay for advertising for etc? Does anyone have experience on this. An alternative would also be helpful.
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Extract cube/file to local path
The question below relate to a cloud installation of Board (v 12.4) Is it possible with a procedure (Extract cube) to write the file to a path locally on the user's computer. Shouldn't write the file to Azure Storage.
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Extract layout excel from drill down in Board 10.7 local and web
In local, I am able to drill down and extract the layout via Excel. I am not able to do the same in the web. The layout from which I drill down consists of a cube (hide) and an algorithm within which there is an image that I click on to drill. Could you help me? Attached are three screenshots which may be useful. The first…
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BEST PRATICES
Hi everyone, I wanted to put a question regarding the best practice that we follow with regard to masters (e.g., store master) or transaction files (e.g., sales file). E.g., 1) The date format for date code is YYYY for year, YYYYMM for year-month) & YYYYMMDD (year-month-day). 2) There should not be any breakage in linear…