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Adding a large number of users
I have a question about how to add users to the security system. Currently, I have to manually add users one by one from Board Client or Board Web. Is there any way to import them all at once from a text file such as CSV?
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Create a Board blog post with us (200 points)
Collaborate with Board on the creation of a blog post about a subject that matters to you related to your Board project(s). Share your visions, strategies and methodologies about a subject that matters to you and that is related to Board and the transformation of processes within your organization. This can be: Your…
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USER-specific data views pivoting/flattening
When using rows&columns function and changing the shown entities in the table - it would be great if there is a possibility for the user (normal users - no power users) to decide whether the table is pivoted (which is standard) or flattened..
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USER-specific display settings ENTITIES
We had now several request if it's possible, that a user (normal user - no power user) can define, if the entity shows code, description or code + description in a dataview - especially for entities which are chosen via Quick Layout (rows & columns). Only the default display setting from the entity itself is taken, and…
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Subscriptions - IMPROVEMENTS
It would be great if a user can define when creating a new subscription, if the format has portrait or landscape format --> as most of the screens fit better on landscape format. Also it would be great if they could deactivate selections and the url in the export and probably add elements, like it's available in "create…
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Hide tooltip icon when Data entry is on for empty cells
In Board 11, the tooltip function was displaying only it's icon and content if and only if there was content in the block used as reference for the tooltip. This was also regardless the status of the block (data entry on or off). In Board 12 this behavior was changed and if the block used as reference is in Data Entry…
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pattern based allocation - how it works?
Hello all, I'm searching for a description (Doku, Video...) for the function "pattern based allocation". How must it be configured? I hope someone can give me some help. Thanks in advanced. ------------------------------ Stefan Batalia Board Administrator Arntz Optibelt Group Germany ------------------------------
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BOARD 10.8
BOARD 10.8 An update for version 10 is now available This new release contains the following new features and enhancements: Unbalanced Hierarchies: Next-generation unbalanced hierarchy management combines an unlimited number of levels with flexible data navigation & analysis and revolutionary data entry functionalities…
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Keep file name of uploaded files
1) What is your idea? Keep the original file name of the file being uploaded into Board. 2) What specific problem are you trying to resolve? When the file is uploaded into Board, the file name is lost and the file gets a generic name. We would like to keep the file names of files uploaded to Board (as BLOB cube). 3) What…
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Excel Addin BSAVE Function
Hello, I am looking for help on the new BSAVE function (Board 10.6) I didn't find recent documentation about Excel Office Addin. Thanks, Karel K.
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hiding parts of chart legend
We are having "technical" cubes/formulars in charts for design aspects, which are not solvable via available settings --> e.g. fixed zero-line and max in a chart showing net sales per month for py, act and bud. And these two parts are listed in the legend which is a bit irritating for the user --> therefore it would be…
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Unbalanced Hierarchy Sorting
In board 12, the current unbalanced hierarchy function is great, however there is no option to have the parents/members sorted by your own criteria. Currently all the totals sit at the top of the tables. To be able to have the totals sit at the bottom of the piece of data would be ideal, as well as being able to change…
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Block Reference - Dynamic Selection on
It would be great if dynamic selections would be available at block references (for used cubes in data views/charts) --> this would probably make currently necessary count/selection-cubes irrelevant and enable more flexibility - especially regarding time selections or time related columns.
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Export to XLSX - Overcome limitations of layout export with huge datasets
Idea: We use the export functionality of Board intensively. For the layout export (procedure layout export or export to excel) it is annoying that we have to decide for the row entities whether we just want to see the code OR the description OR both concatenated when the default settings doesn’t match to our needs for the…
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Update User "Personal Info"
Hello, Is there any possibility to update the "personal info" of an user by upload? Kind regards, Marco Oerder ------------------------------ Marco Oerder BI-Reporting Optibelt GmbH Germany ------------------------------
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LOG MANAGEMENT AND ANALYSIS
Hello all, we are using Board Version V10.1.4 with Windows Clients. We will update to a newer version, but before we do that, we will look for old not needed reports. I know from the pass that we had a tool (Capsule) named "Log Management and Analysis". Have someone a documentation how to use this? Thanks in advanced.…
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Dynamic date in Header
Hello all, how can I insert a dynamic date in the heading of a report? Thanks in advanced ------------------------------ Stefan Batalia Board Administrator Optibelt GmbH Germany ------------------------------
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Event-driven Subscribe and SendTo functions
Hi all, We are currently analyzing the usefulness of the Subscribe and SendTo functionalities for our users, but the same question comes back every time regarding scheduling. Indeed our data is published monthly (e.g. Sales at D+2, OPEX at D+8, Allocation results at D+10) but in practice it is not a fixed day in the month.…
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Cloud instances and DB Log: how to?
Dear all, does anyone have experience of BOARD DB log with a cloud instance? Is it possible to access to datareader/dataflow processes with a cloud instances? Where is dataset folder? ------------------------------ Giulio Vialetto Consultant KVALUE SRL Italy ------------------------------
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Chart to Chart Drill-Down in pop-up window
It would be great having Chart to Chart drill-downs in a pop-up window like having it in dataviews --> the drilldown from chart-bars (stack) currently opens a table in a pop-up --> but we would need again a chart showing within the relationship tree a more detailed entity to the initially shown dimension. Currently this is…
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Broadcasting variable parts
We are facing the requirement, that users, which are receiving mails + attachment (xlsx) from BOARD-Broadcaster, would need dynamic parts in the mail-header, file-name of attachment and parts of the mail-text. e.g. @date, @month would be really helpful
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XLSX-export --> selection export with one dimension
It would be great if the option "export selections" when exporting a dataview to Excel, would be already available when having one dimension in the dataview --> currently it's only possible when two dimensions are used in the dataview
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Userprofiles - default selections
it would be very useful having a possibility setting default selections for users --> here are some examples: 1) we do have our KPIs in Local & Group Currency - and our subsidiaries would prefer getting per default local currency values - without a need of selecting each time. 2) Additionally controlling visibility of…
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CHARTS - Functions DATA and ROWS & COLUMNS
It would be very helpful/useful having the data and rows & columns functionality also for charts - not only for dataviews. These would enable much more flexibility for the user.
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Trick to add a merged cell header on top of a dynamic dataview ?
Hi all, We have a P&L dataview with a lot of columns so it is hard to read (and the request is to keep it like that because it should be exported to Excel in 1 block) Business need The business team wants to add a header on some columns (similar to merged header cells in Excel) with the last month selected in the SELECT to…
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Integrate authorizations / DB Profiles in Impact analysis
Hi, the "Impact analysis" is a really useful tool. However one item is missing from the analysis regarding the authorizations, it's the database profile. For example, if I need for technical reasons to clear an entity, I would need to double check if that entity is used as a select in a database profile. Integrating this…
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The Board 2021 Spring Release Is Now Available
With this latest release, customers have access to supercharged performance, unmatched flexibility, rock-solid reliability, and a seamless upgrade path from previous versions, together with several new features MAIN NEW FEATURES OF THIS RELEASE Unbalanced Hierarchies: Next-generation unbalanced hierarchy management…
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Board 11.3 : Initial thoughts
Hello all, After one week with BOARD 11.3 here are our initial thoughts What I like - For ADMINS - Data management : With Board APIs we can now share data with other softwares like an intranet portal - Reduce administration time : We are now able to sort members freely in entities. It will save us a lof of time! Another…
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Data Entry on Total effecting only unlocked months
Hey Guys, I'm just looking for some help on how to optimize this dataview. Right now the view is pretty basic. Block 1: The cube to data enter into, by Account by Month by Cost Center, Locked by Cube in block 2. Block 2: A cube to flag which months to locked, by month. I want to be able to enter a value into the total…
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[Upgrade Guide] A Guide to the Board 12.x upgrade
The scope of this document is to describe the steps to upgrade a Board Solution to Board 12.x. The document provides recommendations about how best to approach the database and capsule upgrade process by detailing best practice advice and highlighting important points of attention.