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Ability to trigger a Data model procedure as soon as a new user add through system administration.
Hi, We are having a data model procedure which can allows the access to the data for a new users. Currently when a new user adds into board we are running this procedure manually. Now we looking for a feature that triggers the DB procedure as soon as new user adds into board. If we can have this feature in upcoming…
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Smart Import Object sample use-cases and functionalities.
Author: Amruta Shaha, Senior Consultant for Board. This article takes a deep dive into the Smart Import Object facility in Board, exploring how and when to use it in place of Data Readers, the different modes of import available, and practical scenarios where formula-based imports can unlock real value. While existing…
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How to ensure correct rule behavior when using entity sorting
1. Abstract Rules applied to an Entity are widely used in Board to support aggregation logic within reporting structures. A common example is a P&L Reporting Line entity, where rules allow users to calculate and aggregate specific reporting categories. When working with such rules, it is critical to understand how entity…
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[Complex time hierarchy] : Bimonth + Quarter
Hi everyone, I’m struggling with a time hierarchy design in BOARD and I’m hoping the experts here can help me crack it ! Context : In BOARD, relationship logic is N → 1, which normally works fine… BUT in my case I need to introduce a Bimonth entity (every 2 months). So for a standard calendar year: 12 Months 6 Bimonths…
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Migrating away from TILDE Datamodel
1. Abstract The use of Tilde ~ databases is a deprecated practice which is incompatible with the Subscription Hub, here we’ll look at the different options for migrating to a modern security configuration. 2. Context Tilde databases allowed the use of very granular user-specific security, however recent versions of Board…
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200: module 203, Section 8, H - Product Data Reader : not working
Hello all, I hope you are doing well. I am reaching out because I am stuck on my Level 200 module. While following the instructions, on Section 8 part H, I am asked to build Data Reader to load Member and Relationships. I managed to connect to the .csv file, but when I try to set up the mapping, I just can't seem to do it…
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Is Row Number/Counter Possible in Export DataSet
i am trying to export a report and i want a row number, or else it would be helpful if i can insert the row number/counter values through data reader in etl
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Unable to calculate Average, Standard Deviation, and Variance for Derived Lead Time Field
I have a dataset with two date fields: Load Date and Delivery Date. I calculate Lead Time as "Delivery date-load date". Now, I need to compute the following statistical measures for this Lead Time:Average (Mean), Standard Deviation,Variance. However, when I try using formulas like Subtotal (sub function code, x,…
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Board taking so much time for export text cubes and large size mdb cubes , is there any way ?
Board 14.4 is taking almost 2 hrs for extracting a text or large size mdb cube . Is there any way that i can make extract faster. I have tried using extract cube and dataset both , i didnot found a solution yet.
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Error Management in Data Reader Procedure Steps – add the option “Ignore errors (back-compatible)”
The DR errors management in version 14.4 is a GREAT feature but introduces a constrain: by each data reader the user HAVE TO specify the “go to group” in case of error, and cannot simply set it to say “please go ahead”, as was in previous versions. When I have in a procedure e.g. 20 data readers I should set 2 groups by…
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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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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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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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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’sonly 2025, and we’ve got your 2026 planning covered: trends shaping the yearahead, AI insights to sharpen your decision-making, and best practices thatshow how Board customers stay ahead of the curve while showcasing the fullrange of possible solutions. Maybe…
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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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Select Entity Based on Cube Option
Hi, I would like to suggest a new feature on select based on cube on procedures. Quite often I need to select tuples based on cube even if the sum of the tuples over a period = 0. In order to do so we have to create a Temporary cube. Could we imagine an option just like keep mode to set select tuples even if the sum of…
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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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Level300_module 302_goofy Actual months in Planning Months Settings
Hi, I tried it now three times but I can not solve it on my own. I have edited the screen below and linked it to a new screen "Planning Months Settings". Here I defined FCST 3+9 as below Funny is if I enter design mode the months are allocated differently I do not know why it changes it, but when I leave design mode it…
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Level300_Module 303: Step "Adjust Planning Data Model Procedures", Actual Months are wrong
Hi, I have an issue in this section. I have set the FCST 3+9 as the data entry version. And now I am in the step above. In the Forecast group I shall add a step after 15 as below I would assume that Actual months and period <>0 should be three as FCST 3+9 is defined, but I always get nine. This is the same issue why I have…
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Level300_Module 303: Step "Adjust Planning Data Model Procedures", Actual Months are wrong
Hi, I have an issue in this section. I have set the FCST 3+9 as the data entry version. And now I am in the step above. In the Forecast group I shall add a step after 15 as below I would assume that Actual months and period <>0 should be three as FCST 3+9 is defined, but I always get nine. This is the same issue why I have…
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Level300_Module 303: Step "Adjust Planning Data Model Procedures", Actual Months are wrong
Hi, I have an issue in this section. I have set the FCST 3+9 as the data entry version. And now I am in the step above. In the Forecast group I shall add a step after 15 as below I would assume that Actual months and period <>0 should be three as FCST 3+9 is defined, but I always get nine. This is the same issue why I have…
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I am getting two missimg errors in the relationship part
please help me with this, how can i correct this
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200: module 203, Section 11ff, Data reader for Data Cubes is not working
Hi, I have set up the data cubes in Section 11 and 12 and when I added the data reader in section 13 I made an mistake by adding only the 5 entities from screenshot to the reader, leaving out cube data fields. In Section 14 I noticed I do not have data in my cubes, even when the reader said it had loaded it. I found the…
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B14 Level 200: module 203, Section 11 to 13
Hi, I have set upped the Cubes and the data reader but when I run the reader nothing happens. At first I have build the reader analog screenshot and the two cube values were missing (unit and sales LC). Before the fix the reader worked fine but I did not had data shown in section 14. So I went back and noticed my failure.…
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API Integration
We were loading the actual data in our application in BOARD with manual files. Now we want to integrate it with ADW Datalake. Please let me know how we could connect the servers with BOARD to fetch the data instead of loading it with text files.
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Closer integration between Board Data Models
With the concept of applications or solutions leveraging a more "modular" data model approach, an idea I would have is closer integration of multiple Board data models. A simple example would be an FPA Planning model with an HR planning module. In this example I could see two different data models: Data model which…
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Simplify Selection of Descendants in Unbalanced Hierarchies
Currently, when working with unbalanced hierarchies in procedures, there is no simple way to select descendants of a parent element in a dynamic way. This limitation creates a lot of extra work during integration and makes maintenance difficult, as developers have to rely on complex and fragile workarounds. A simple and…
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Missing Feb 29, 2024 Data in Prior Year Comparison
Hi all, We have identified a recurring issue in our Board environment where the 29th February 2024 sales data is not included when the user selects Prior Year (PY) for 2025. As a result, the reported sales for February 2024 are understated compared to the actuals shown when directly selecting 2024. I am aware that Board…