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How to flag periods between two dates
1. Abstract In some cases, calculations are only valid within a defined time period with a specific start and end date. Therefore, it’s crucial to first identify this period to ensure the calculation is applied accurately. 2. Context Many business processes rely on calculations between two dates. For example, calculating…
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How to join two tables in SQL Datareader in BOARD 14.6
I want to join two tables based on their multiple common fields.How to do that ?
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How to version a hierarchy
1. Abstract Sometimes as well as holding the current state of a hierarchy, it might be necessary to also retain a history of not just entity values but relationships as well. 2. Context While it’s common to retain history of relationships in Board by breaking hierarchies into standalone entities and using matrices to track…
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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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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
*NEW—includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared here. 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…
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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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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’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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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