Procedures

How to use Nexel to select custom time periods
1. Abstract While conducting reporting, the essential requirement often arises to compare data across various time periods. This article introduces a method that enables users to choose a specific custom timeframe directly on the screen. Using a designated cube, users can dynamically select pre-defined custom periods. 2.…
Support x-www-form-urlencoded body type for POST API Calls
At the moment, in REST API Calls if I have to set up a POST request with a body, the body type can only be in json format, which means that the only value supported for header Content-Type is "application/json". In some cases, especially API endpoints that return tokens but they are not standard OAuth2 flows (like in some…
Level 200, Module 205 - Impossible to create a 'Call procedure' step
Hello, I'm stuck in the Level 200, Module 205: ACT - Sales Data Load Capsule Procedure. I need to create a capsule procedure that contains a group 'Call DB Procedure' with the step 'Execution flow: Call procedure'. However when I try to do this I cannot select any procedure in the drop-down, it's simply greyed out. I've…
B14: Make better use of whitespace in procedure editor--adjust column width
Hi Team, whenever you're editing a procedure in B14—there's so much whitespace in between the columns "Action", "Detail" and "Note" which could be used better. One option would be to make the column widths adjustable (actions usually don't need that much space, but notes do for documentation reasons). Have a look at this…
ASCII Flat File DataReader - Move data file after reading
Dear all, I really appreciated the new "Delete file after reading" checkbox in procedures. I guess that, like most of you, our customer(s) require to move the flat file from its folder to another folder after its data was integrated into Board. However, most of the time, keeping the file in order to control the data loaded…
Multiple entity selection on step: Remove selection on entity and/or Remove selection on tree
Hi all, it would be great to have a multiple selection possibility on step "Remove selection on entity" and/or "Remove selection on tree". This would allow us e.g., to cluster five remove selection on entity steps into one step. Feel free to reach out if there are any questions. Kind regards, Atilla
B14: Add the possibility to comment on procedure groups
Hi Team, since it is now possible in B14 to collapse/expand groups of procedure steps (which is much appreciated), it would be really helpful if those groups could be commented on as well. This would help in understanding what a specific group is supposed to do even when the group itself is collapsed. Thus, it wouldn't be…
B14: Display correct information in If-Then-Else step
Hi Team, whenever an If-Then-Else step is created in a B14 procedure the system doesn't display the information correctly: The display in the list of actions will look like this Please display the information correctly and add the "Else"-information (whenever there is an else-step). Currently, the information is updated…
Setting time range and time entity relationships
Once a year, I plan a task to extend the time range by one year. I tried extending it by a year, which resulted in unexpected changes to the time entity relationships. In the example below, the number of child entities Month for FY=2023 should remain 12, but has become 3. Before the time change After the time change I have…
Temporary Cube in use y/n
Hi team, It would be a great advantage if the information as to whether a temporary cube is used in a procedure or not were directly available in the definition window. During the development phase, a number of temporary cubes are created and only some of these are still needed at the time of deployment. If the above…
Add Bookmark on Interactive Selection
Hello, We think it can be helpful to add a "+ Bookmark" button on Interactive Selection from a procedure as it already exists on the Selector object. Selector object : Interactive Selection :
On-the-fly Calculations: Pros and Cons
1. Abstract The term “on-the-fly calculation” refers to all the calculations executed directly at the layout level, meaning that the result is not physically stored in a Cube. This directly affects drill-down functionality and has advantages in terms of reducing the overall size. 2. Context During the development phase the…
Analytical Functions
Hi Board Team, I found the following calculation in one of the procedure. I understand From and To is used define the time range. But I cannot understand what Yearly Rolling Periods and Last Selected Period pointing to. If we use today 9th July 2024 as an example, which month range will the following pointing to? Thanks
Allow setting "Non-Exit" of procedure when cancelling interactive selection
Hi team! The idea is very simple and practicable for control flow in Board procedures: When using "interactive selections" in procedures, it would be highly beneficial to developers to have the option to intercept a user cancelling on "interactive selections" - in addition to the current default and only option of exiting…
Code Interface for procedures
The no-code interface of Board is a limit whenever you need to apply the same changes across multiple procedure or even in the same procedure (if it is a long one). Moreover, advanced users who are familiar with coding would benefit from having access to the code directly. Going forward, AI Copilot-like features that…
Data Entry performed - make the information about pending changes available to developers
The trigger action on a DataView can call a procedure to process any changed values—but, this will allways process the information row by row, meaning that the trigger action will be performed for each row in the DataView that has been altered, and this can be pretty time-consuming. You can, of course, use a label or…
About the steps marked "Call procedure" in the procedure
Hello. When I executed a step within a procedure that called another procedure, the message in the attached image appeared and the step was not executed. I put the steps of the procedure I wanted to call in the procedure that was calling it, and the procedure ran without any problems. Why does this error occur? If anyone…
Procedure steps improvements
We would like to request certain improvements to the "Edit procedure" screen, to have a greater level of detail about each step's configuration and the overall view of the screen. New detail for procedure steps: The "Detail" column in the edit procedure screen shows information regarding certain configurations made inside…
Level 200 Module205: Italy Not populating
In the section where you create the procedure within the capsule, the UK data will load, but the Italy data will not. I have checked the procedure within the data model (ACT - Sales Data Load), and the path/file is set to ALL. In the MAIN group, create a "Text file data reader" step for "ACT - Units and Sales". Set the…
How to loop procedures
1. Abstract When developing business logic in board applications it sometimes becomes necessary to perform calculations individually for each Member of an Entity. In Board, this can be achieved through different means. This document is to review different methods of “looping” and their use cases. 2. Context During the…
how to trigger a procedure from dataview cell based on another datablock
Hello, I know from the Board manual https://www.boardmanual.com/board14/capsules/screens/objects/data-view/using-a-dataview.htm#data-view-drill-anywhere that i can trigger a procedure from a dataview single cell. Drill-Procedure If a Drill-Procedure has been configured on the Data View, select a cell and click the Drill…
Dynamic Replenishment Model: Key Calculations & Formulas
1. Abstract Retail replenishment is the process of counting the inventory you have left in stock and reordering the right amount of stock at the right time. In other words, it's the process of ensuring that you always have sufficient inventory in store to meet customer demand. 2. Content As part of the standard Board…
Yearly Cumulated Value + Detail by Year in block
Version 12.6 We have a MTD cube, with a selector of generic fiscal period (1-Jul, 2-Aug, 3-Sep…12-Jun). I have a block with MTD value with "detail by fiscal year" set and "Tme function>Yearly Cumulated Value (fiscal years checked)". No time entity in rows or columns. The MTD cube contains 6 years - all years are 0 amount…
How to allocate with a dynamic driver
1. Abstract In a complex application, we often face the need to perform allocations based on a different driver based on the situation, in most cases it is about cost allocation. We will see in this article a step-by-step example of how to implement such a process. 2. Context Cost allocation is an important process of any…
Capsule Procedure vs Datamodel Procedure
1. Abstract While developers are facing procedure creation, they need to understand when it is appropriate to use data model procedures vs Capsule procedures. 2. Context As developers, it is our responsibility to always keep the long-term maintainability of our solutions in mind. Procedures must be developed in a…
How to use period by period recursion
1. Abstract This article will highlight the advantages of seamlessly incorporating a native functionality, like the “Period by Period recursion” function, within a business context. It illustrates how this integration simplifies tasks, boosts scalability, and optimizes maintenance, providing practical insights for its…
Bulk Insert to SQL Table failed!
Hello, I tried running a basic procedure, with an initial selection and a bulk insert step. However, the procedure fails and gives this error: ERROR [HY001] [Microsoft][ODBC Microsoft Access Driver] System resource exceeded. Moreover, it does not recognize the fields in the SQL query. In the log file, all the fields are…
Procedure Execution Flow - Action Status
Problem to solve When modelling, business logics are encapsulated in separate procedures. This has the advantage that they can be called from anywhere without creating redundant logic. With the "call procedure" step, a procedure can call one or more child procedures. There is currently no simple way to return a functional…
Rest API call manual script
With the new 'Rest API call' action, it is possible to connect and download data from a public or authorized API into a CSV/JSON file through a list of mapped parameters. Even though, you have the possibility to see how the query has been structured in the 12.6 release, you cannot edit it. It could be useful to interact…

Procedures

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