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Triggering procedures with REST API Calls from within Board
1. Abstract This article discusses the possibilities of triggering Board procedures via Rest API Calls from within Board itself and the how’s and why’s of this approach. 2. Context The Board Public APIs empower external systems to seamlessly interact with a Board application. By utilizing REST API calls, you can, for…
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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…
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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…
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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
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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…
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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…
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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…
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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…
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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…