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Enable Refresh MS Office Files procedure action (disabled from B11)
I would like to recover the Refresh MS Office files that was available in previous Board versions (till B10, it was disabled when B11 was released). This action was used to refresh MS Office files in a specific location in the server, which was very handy to schedule an update of a set of files that contain Board layouts.…
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Excel Add in - Error Messages
We sometimes get this error message when trying to refresh Excel Layouts: This user is not authorized to access the Board Server. Passwords are case-sensitive. We have found that sometimes this has nothing to do with the user setup/security but that the data model has been updated so the Layout is now out of date and needs…
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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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Automatic back-up scheduling
It would be useful to have the ability to schedule backup storage with variable frequency. In particular, in the administrator portal of the cloud environment, in the "capsule organizer / manager" section, it is preferable to have the possibility to automatically download via scheduling the .zip file which collects all the…
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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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Refresh (Add-in Excel)
Sometimes the refresh of the layout does not work properly. Some old data are not deleted and the reports is not visualized properly, without modifing filters or changing anything. A popup error appears asking to add some columns or rows to have enough space to visualize the report. It would be nice to have the refresh…
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Simultaneously of Sheet Seletion and Workbook Selection
Board Add-in Excel: in an excel file with multiple sheets it is not possible to set filters in workbook selection (e.g: year, scenario) valid for all sheets and filters on sheet selection (e.g: accounts) valid specifically for a single sheet. If both are used, only the sheet selection is considered in the file. It would be…
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Function "Show Inactive Members" (Add-in Excel)
Board Add-in Excel: if there is an active selection of an entity and we need to add another one or more occurrencies, the function "show inactive members" is not available (see the attachment), and so we have to unselect all the occurrencies and select the new list. Would be nice to have this new feature with the new excel…
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Display Add-in version in the Office Add-in settings
Currently, the board office Add-in does not show the version of the add-in right in the tool (for example in Excel). Once the add-in is installed, in the Board ‘Add-in Settings’ where it says, ‘Board Office Add-in Setting’ (see the screenshot below) can it say, for example, ‘Board Office Add-in Setting (12.5.xxxx)’ or a…
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MS Word Add-In Lacks the Formatting Functionality Present in Board Web
During the development of a report using the Microsoft Word Add-In, it has come to our attention that some of the formatting functionality that is present in Board web is not offered by the add-in. Border thickness cannot be configured in the add-in, but it can be in Board web. Unfortunately, any native MS word formatting…
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See all Entities placed in Columns in Excel Add-in
Version: Board 12.6 In Excel Add-in, when adding more than one Entity in Columns, only the lowest placed Entity will be visible. However, with multiple Entities in Rows, there's a new column added in the spreadsheet. Suggestion: Have the same solution for Columns as for Rows. Have Excel add extra rows, when using multiple…
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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…