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Funcitionality Board Add IN
Hello, I have a question regarding the office add-In for excel. I tried to recreate a report in excel. In the screen selection, the entities "Kostenträger" and "Sachkonten" are already excluded in BOARD. However, when I exclude "Kostenträger" via the sheet selection in the add‑in, I’m not able to exclude any additional…
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Trigger a Board Data Model Procedure from Excel Add-in
Hi All, Has anyone tried to trigger a Data Model procedure from Board Excel add-in using an API or any other approach? Regards, Vikash
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Excel Workbook: Best Practices and Steps
Author: Eugen Melnic, FP&A Manager and Community Captain We all know that Excel is often the source of business frustration and confusion that leads to the start of a successful transformation through the power of Board. Excel can also be the end point too, as once the business data and processes are in Board, business…
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The last version of the Office Add-In wont work
Hello, I just updatet to the last version 14.2.1.1.300300. When I try to connect, I get an error. cod_ref:: 1741807****** here are 6 random numbers After a downgrade to 14.2.1.1.282551 everything works fine. @Board: Please check and fix it. Kind regards, Marco Oerder
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Suggested value in excel add-in
Is it possible to display suggested value in excel add-in? This is required because it has been observed that although the suggested value is on in dataview but as the user tries to upload data excel add-in even values outside suggested value gets accepted.
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Alternative of excel add-in
As users have the option to load bulk data using excel add-in but still there are some challenges that users are facing with excel add-in. Is there any alternative of excel add-ins in Board to load bulk data in proper format.
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Board Office Add-in documentation is here!
The moment has come: Board Office Add-in documentation has been published on our new knowledgebase website (as well as the 12.6 manual). This documentation covers requirements, installation, about the Office Add-ins, and how to create Objects and Data Views. Some of the articles you will find are the following: Getting…
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Office Add-In losing layout
Hi, we are using the office add in, in excel to link some of our reports with board directly onto one or more excel files. These excel files would contain more than one tab with reports connected to board. What we have seen is that at random occations our reports in excel would stop updating. When we try and view the…
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How to show the "%" simbol in Excel Board Add in once exported from the reports?
Hi we are currently exportign reports from Board into excel with the "Microsoft Excel Workbook for BOARD Add-in" option selected. Because this setting does not allow the template to export as well, we cannot see the % signs on spesific rows in the report as we had to add them in using the template functionality. Is there a…
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VBA integration with BOARD Using the Excel Add-in
Hello, I'm trying tu use VBA to automate a connection with the BOARD tab in Excel. I found a manual with macro code sample, but it doesn't work in my case… Sub DoConnect() Dim addin As Office.comaddin Dim automationObject As Object Set addin = Application.COMAddIns("BoardExcelAddIn") Set automationObject = addin.Object If…
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Columns in Excel Add-in
Version: Board 12.6 Hello, I need help setting up a layout in the Excel Add-in.If I have two entities in the column field, I would expect one of them to lay on top of the other. But I can't get it to work. Without it, the layout is not so readable. Setting up the layout like this, I expect to have the Month on top of…
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Board Office Add-In no longer works
Hi, for one Board user we had installed the Office Add-In 12.5 and that worked. The Board tab was visible in Excel. But from one day to the next the Board tab disappeared from Excel. I uninstalled and reinstalled the Office Add-In, but the Board tab no longer appears in Excel. However, it was working until recently. What…
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Excel AddIn Documentation
Hi Boardies We are currently trying to solve it with the use of VBA since no native solution came to our minds and we want to automatize it as much as possible. The problem is following: A single table (lets say, country, year, period (BoP, A, EoP)) grouped by countries on one screen. From the Excel sheet the table should…
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How to also export the Layout settings to Microsoft Excel Workbook for BOARD Add-in?
Hi, I am currently exporting data from my report directly into excel. I can then connect my Board office add-in to the table and apply selections and everything possible using the office conector. The problem that I am having is the value formats. In my report in Board (online) I have parenthesis instead of the minus…
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Board12 Add-In Office WebApi Login error
Hi, I'm trying to connect to an on-prem Board 12 server using SAML authentication via WebApi. In the connection configurations I entered "https://myserver.com/" as hostname and I selected SAML. When I try to connect (using Excel) the browser opens regularly on the login page, I enter the credentials and the browser…
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Excel Add-in
Hi everyone, we installed the add-in for excel and everything is working fine but there is something quite annoying. When you connect to BOARD via the Excel add-in, it automatically disconnect you from BOARD it self. When we come back to it, it will show us an error saying we are already connected (obviously via Excel) Is…
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How To: Fix Board Add-in Installation Issues
In this article we will discuss about some issues related to Board Office Add-in installation. The most frequent issues are: The setup program office add-in fails. Board Add-in Disappears and must be re-enabled every time The export feature is disabled. (gray icon) The setup program office add-in fails Issue: The setup…