Procedures

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…
Dataflow Algorithm Visibility and Optimization (HBMP / Tuples ...)
Enable users to visually inspect dataflow algorithms in the procedure without executing the entire process and reviewing database logs. Additionally, provide automated suggestions for optimizing dataflow performance based on usage patterns and efficiency opportunities. This feature enhances performance management within…
New Procedure Step: Driver Allocation
The allocation procedure through a driver could be simplified by creating a specific procedure step (in a guided wizard style). Currently, to carry out allocation processes, it is necessary each time to design specific temporary cubes for the calculation of the driver. The procedure step could include the definition of…
How to do top-down allocation of an integer value
1. Abstract The article explains a possible method to ensure that top-down allocation of an integer value generates integer details through the redistribution of decimals. 2. Content In this example, we have a cube QTY [Year, Customer, Product] which is planned at a high level [Year, Product, Country] where Country is the…
Improve tracking of changes in procedures
Hello I propose adding a modification tracking feature to the "Procedure" functionality. Exemple : Procedure: [GEN] - [WOR] Sales revenue Creation Date: [Insert Date] Last Modification Date: [Insert Date] Modified By: [Insert User-Name] I welcome any feedback and discussion on this proposal.
Show Message - Yes/No Option
Hi there! I think it would be really useful to be able to change the text in the Yes/No option. It can be Yes/No by default, but maybe you can add a way to customise it. An example would be this: It would also be great to change the colour of the button (not always blue).
New Exit Procedure Step for exiting/stopping the complete procedure process (for nested procedures)
1. What is your idea? Introduce a new procedure step which exits/stops the complete procedure execution even if the procedure which uses this new exit step is a nested procedure (was executed inside another procedure). 2. What specific problem are you trying to find a solution to, or what new scenario would this idea…
Execution of single procedure steps for testing purposes
For testing purposes it would be helpful if a single procedure step could be executed by for example right-click on the step. As a consequence it would not be necessary to either deactivate all the other steps or to create another procedure containing only the step which is supposed to be tested.
How to manage the currency conversion
1. Abstract Nowadays, most companies work on a global level and accordingly also have the need to be able to display and edit their KPIs in different currencies while keeping the ability of a consolidated view. In this article, we will first show how to implement a currency conversion where different local currencies and…
How to create a workflow process
1. Abstract Many organizations would like to automate approval processes and workflows through Board software in order to create a reliable and standardized series of steps which guide users to ensure work is completed and approved the same way. In Board, a workflow intended as an approval process can be designed through a…

Procedures

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