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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…
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Advanced Smart Import
1. ABSTRACT The Smart Import object facilitates the upload of data (master data, transactional data) to Board. Before, Dataviews with line number entities or CSV blob cubes with export/import procedures were required to upload the data. In addition, a complex check logic (if implemented at all) was required to detect wrong…
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CLEAR RDB-cube?
How does the "Clear " function work on an RDB cube? Will the table be cleared in the data warehouse if we use that function?
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How Board Cloud Shared Storage quota is allocated and monitored
In Board Cloud, the Shared Storage Area serves as a central space for transferring and storing data between your local environment and the cloud tenant. Within platforms and sandboxes, this shared space is referred to as the “remote drive Z:”. You can use the Shared Storage Area to: Import files from outside the tenant…
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Cartesian chart without any entity in Axes -> Category axis shows cube value
Hello, I noticed a strange behaviour and wanted to ask if it is only happening to me or if it is something more general. My layout shows two cubes: The Axis are empty: is it normal that the value of the first cube is shown as category (= horizontal) axis value ? I would expect that the axis shows no value. or is it a bug?…
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Level 300 part2 - Training environment expired
Dear team, I started level 300 part2 training last month. However, the level 300 part 2 training environment will expire at November 20, 2025 and I can't complete it due to the time constraints because of my office work associated with "Board". I would like to extend the instance to complete the level 300 part 2 training.…
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Level 200 | Building a Planning Solution in Board
Develop your basic Board skills by building a complete budget and a planning solution using a live Board environment. In this course, developers will independently build the back-end and the front-end of a solution from step-by-step instructions using Board best practices.
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Flex Grid - Totals not formatted & how to rename columns
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