Procedures

Enhance SAP DataReader procedure step with substitution formulae
It is possible to set additional parameters in the procedure step referring to an SAP DataReader Unfortunately, it is not possible to use any substitution formula here where the values to be used could be directly derived from a selection. The parameter is directly transferred to the connector as plain text. It would be…
Exit Procedure with "X"
Cloud Version 12.6 I recall seeing this idea before, but can't find the post. In case my (human) memory is lacking, I will post this as a new idea. When hitting the "X" in a Procedure message, the Procedure will act like I pressed the "OK" button - the Procedure continues. I understand you can use "Yes/No" option in a…
Dynamic links in Procedures
When changing a Cube name that exists in a Procedure step, the Procedure will not update the name, but the linking remains. However, if a Procedure name is changed, the Call Procedure (a Procedure step) link is broken. This is regardless if it's a Data Model Procedures or a Capsule Procedures. Changing Group names (Go To…
Set duration for a popup notification
It would be useful to have the possibility to set the duration for the popup notification. For better user experience, in some cases I don't want to use the non-popup notification, where the user needs to click "ok" to continue. But using the popup notification, sometimes you barely have enough time to read the…
Adding "Apply entity selection to screen"
Hey, when e.g. using "fake" selectors on screens to add different selections based on cube like currency on a country selection etc. you always have to use the "Apply selection to screen" option. This "apply selection to screen" then always overwrites the "default" selection when resetting selections on different entites…
How to do multi level allocation
1. Abstract A Multi-Level cost allocation is an important process of any business, it plays a huge role in the decision-making process, and that’s why we must design it in the best possible way. The Multi-Level cost allocation consists of applying a classic allocation but with the possibility that an element can be at the…
Can we change data through dataflow using RDB cubes?
Hi All, Thanks for reading my message. I'm developing one dataflow, using RDB and MDB cubes, and I'm not able to change or update data into my RDB cubes. However, I can make changes using a direct data entry. Is it possible to use dataflow to delete, update or create rows into RDB cubes? Thank you.
Allocation with Board
1. Abstract Board is a great platform for building a planning and budgeting model and it accommodates large and complex allocation models. Board can process a lot of data in a short amount of time. The platform is also very flexible and allows the full customization of your allocation model. 2. Context Board is a great…
IF THEN ELSE
In the if-then-else step in procedure, A feature can be added where we can compare the value of two cubes instead of just numbers. It might save lot of efforts.😀
Net Present Value
Hello, I've been trying to find documentation on the Time Function Net Present Value - what it does and how it works. Can't find any documentation. The function seems to be available in a Dataflow, but not in a Dataview. Do you know? Thank you
Enhance user experience by adding search functionality
Sometimes, when working with databases providing more than just a couple cubes or entities, finding the cube or entity you're looking for in the drop-down lists can be pretty cumbersome when no search function is available. Consider this example from the action library for calling a procedure If, however, developers would…
Automation possibilty for "Sparsity Optimization"
We very much appreciate the new sparsity optimization feature that makes manual export/import obsolete. It would be great if this function could also be automated. There are use cases in which plan data is cleared or zeroed out again, for example, but the sparsity remains full. Therefore, it would be very helpful if the…
Select entities to clear in a cube
Today we have the possibility, in a Procedure, to clear the Cube with existing selection ("Use current selection") or clear the whole Cube (default). If you only want to clear on specific Entities you will need to setup a save & restore selection and/or de-select & re-select specific Entities. Suggestion: Give the…
Option for logical/automated selection of Procedure on a DataView/other button
Giving developers the option to set-up a selection criterium (Algorithm) which runs one of multiple saved Procedures in the background. (see screenshot) That is to be seen as an addition to the manual selection of the Procedure by the user currently available.
Standard "integrated" copy function for e.g., Versions, Scenarios etc.
Hi all, it would be great to have a integrated copy function. Use Case: During a planning cycle we want to copy a Version 1 into a Version 2 (Entity in a Cube). Therefore, we have to create a procedure, define temporary cubes without the entity Version, add for nearly each cube a step with temporary cube not dimensioned…
More options in the BULK INSERT function
I think that the BULK INSERT function, has a lot of potential, whatsoever, it is very limited right now, it would help a lot to add more functions other than INSERT INTO. For example right now I'm trying to upload the hierarchies of our database to a SQL Database, if instead of INSERT we could also have access to the…
Level 200: Module 206 Copy PY Actuals to CY Budget
Hi there, I am having issues with my procedures to load CY Budget from the PY Actuals. The capsule procedure begins successfully, and can see it actions the data model procedure as the timestamp updates. However, the data flow step in the Data Model procedure does not appear to run successfully, and I do not get the…
Dataflow common mistakes and best practices
1. Abstract The dataflow is the main action to perform calculations between cubes, it is used in all the processes of the application, therefore it is very important to know how to set up a dataflow in the best possible way, to obtain the correct results with the best performances. 2. Context In this article, we will first…
Best Practices in Writing Procedures
1. Abstract Most probably every Board application will have procedures to cover interactivity by the user (e.g., navigation), perform calculations (e.g., processing plan data) or run other backend processes like creating a backup. To provide the best maintainability, quality, and robustness, some guidelines should be…
Extract/Import Trees Unsorted
Hello, I'm sure any admin of BOARD has faced the issue needing to refresh Development Cubes/Entities with new info from Production. I'm sad to say that this process is FAR less straightforward than it would seem. It is very frustrating to always have to follow the steps of : A) Remove all sorting of entities (Production)…
Moving Data
1. Abstract Often customers’ requirements are to copy data from one element to another. Typical examples are copy processes from one version to another or to copy data from an existing reference product to a newly created product as an initialization. The calculation logic in those examples is the same and can be applied…
Predefined PDF-Export
My client has a requirement to export their P&L report, balance sheet report and other reports as a PDF. The structure of the report has 3 elements: Report information: Name of the report, name of the company, additional information such as "YTD view" and "Disclosure in TEUR" (position: top left). Logo: Logo of the…
'Exit Screen' Procedure step to close tabs in web client
I am proposing a web client behaviour for the existing 'Exit Screen' procedure step. Currently this procedure step has no action in the Web Client, however within the Windows Client, upon execution of this step, the current open screen is closed fully, rather than navigated away from. It would be ideal if this step had the…
How to merge actual in planning cubes
1. Abstract Forecasting is a prediction or projection about a future event, depending on the past and actual performance and trend. A forecasting process uses historical data to predict future numbers and allows organizations to project future results for budgets, expenses, and other financial and operational data based on…
Save data entry automatically runs procedure
1. What is your idea? When using the standard save dataentry function on a screen (F9, from sliding panel, from WIN Client, from procedure, in advanced data entry) BOARD should be able to run a predefined procedure 2. What specific problem are you trying to find a solution to, or what new scenario would this idea respond…
Culture-sensitivity with @datetime in Smart Import
Hi, I have a bit of trouble with culture and the formula @datetime. I have a cube that is populated 2 ways: either the user uses a smart import object to fill other cubes, and then the datetime information arrives into this timestamp cube using a formula. Or, if the users don't want to input anything, they can click a…
How to log procedures' execution with timestamps
1. Abstract Admin users often require checking the time execution of a procedure and even the user who launched it. Board provides a standard functionality to review the logs, but it is possible to put in place a customized solution. 2. Context In Board, there is a standard functionality to keep track of the execution of a…

Procedures

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