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Add Double Underline in Board (double underlining is required for final subtotals in accounting)
Double underlining is required, particularly for totals or final subtotals. It is a standard accounting and financial reporting convention to indicate: Single underline: Indicates subtotal amounts. Double underline: Indicates final totals, grand totals, or significant summations, signaling the completion and finalization…
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Export Users Task in Procedure
Hi Team, We got a recent request from a customer to check if it is possible to have a report, of the current users in board with the information of the profiles/ license assigned. Currently we know that this can be viewed by an Admin user with a Developer license by going to the System Administrator (for On-Premise),…
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Add substitution formulas and cube values inside text or RTF cube
Use Case: Publishing Financial Reports and Budget Books with Narratives Using Board Presentations When preparing an annual financial report, customers often need to create narratives referencing fiscal years, specific financial figures, and business unit data. These narratives must be accurate, consistent, and easily…
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Quick layout : option to include automatically all relevant dimensions
Pain point: currently, configuring the quick layout function requires activating it on the layout, then adding all relevant entities. When a new entity is added to the data model, we need to go in all relevant reports, and add it manually in the quick layout setup. It takes times and it means very often we have consistency…
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Refresh Data Procedure Step should also work for the Flexgrid object
With the Flexgrid Object it is possible to show many rows, columns, groups etc. Therefore it is designed to create tables showing large amount of data. In almost every case it is necessary to scroll or to close enhanced groupings: Unfortunately the scrolling position and the grouping is lost, as soon as the screen is…
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Dynamic select for Fiscal Year to date
Currently within Board functionality you can dynamically select based on calendar year to date. Numerous customers like to report based on fiscal year and not just calendar year so the option to have the fiscal year to date would be a much more efficient way to create fiscal year to date reporting satisfying both customers…
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Procedure Dataflow
I have a cube at los level and I want to take that cube's values to the planning level of different LOSs. Considering los, sbu, sub sbu and competency are in relation and competency being the smallest and los being the largest. How could i do that
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Request for Filter/Sort Feature on Smart Import Object
Hi all, Would it be possible to add a filter/sort function to the Smart Import object? It's currently very difficult to identify all the errors in a file when using copy/paste, especially with large datasets. This feature would help us easily locate errors and ensure that none are missed.
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Flex Grid - Opening fully collapsed
Note - Ignore this, found the solution! Is there a way to configure the flex grid so when you load the screen it loads fully collapsed to enhance speed?
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Object Effects: Transitions
This proposal seeks to improve the "Effects" section by introducing a variety of transition effects to complement the existing "Object Opacity" feature. Current Issue: Currently, when an object set to 0% opacity is hovered over, it suddenly appears, which can be visually abrupt, making the element seem to pop out of…
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Selective Paste Options for Layouts
In Board, when using the "Copy Layout" function from one table to another dataview, I’ve noticed that the formatting settings also transfer along with the layout. While the aim here is to replicate the structural layout alone, the copied formats often introduce unintended design issues: Unwanted Colors: For instance,…
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Can I specify the position of data label and change the color?
Hi BOARD team, I had a chat as following with primary axis (Bar) and secondary axis (line). I choose to show data label for both. At some months, those two numbers will overlap. Can I force the data label for the bar showing inside the Bar? Can I choose color for the data label? It seems like it is only default to black.…
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Raise the limit of Custom Time Entities on Time Range
Main Idea: Today, the number of Custom Time Entities is limited to 4. My idea would be to raise this limit number to at least 10. It would be great to have no limit, if possible. The last project I worked on lasted 40 days. If I had a free custom time entity, I could have saved around 3 to 4 days of work, which is a…
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Save Time and Resources with Board
Featuring: Community Captain Sergi Fernández — Business Intelligence Consultant, Holistic Data Solutions SL. In today’s fast-paced business environment, efficiency isn’t just a luxury; it’s a necessity. Companies are constantly on the lookout for ways to optimize their processes and leverage technology to drive performance…
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Maintain Row Templates for Unbalanced Hierarchies Automatically
We have an unbalanced hierarchy that comprises of four levels for which we would like to apply different formatting in data views at the individual levels. The hierarchy changes very frequently and contains thousands of members that are essentially managed by end users. As such, manual maintenance of a row template is not…
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Office Add-In losing layout
Hi, we are using the office add in, in excel to link some of our reports with board directly onto one or more excel files. These excel files would contain more than one tab with reports connected to board. What we have seen is that at random occations our reports in excel would stop updating. When we try and view the…
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"Export to flat data file" option when using SendTo/Subscribe/Broadcast procedures
Hi, everything is in the title, most of our users export to Excel using the "flat data file" of the board add-in even if they are not using the addin. However this option is not available in the SendTo, Subscribe or Broadcast setups, which is limiting a lot the use of these functions. Can you please add it ? Thanks, Etienne
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How to apply Dynamic selection of yesterday to Layout Block?
Hi BOARD Team, BOARD system had a default entity for Day. How can I use procedure to make a dynamic selection of Yesterday and assign this selection to a Layout Block? Thanks
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Grand Total Group by format
Hello, It would be helpful if we could, in a layout, change the format Color and Font) of the Grand Total Group by. For now, it is not possible to identify easily the line (see capture attached) when the groups are collapsed. Thanks
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How to show the "%" simbol in Excel Board Add in once exported from the reports?
Hi we are currently exportign reports from Board into excel with the "Microsoft Excel Workbook for BOARD Add-in" option selected. Because this setting does not allow the template to export as well, we cannot see the % signs on spesific rows in the report as we had to add them in using the template functionality. Is there a…
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How to hide / show a row based on cell condition?
Hi BOARD Team, Is it possible for me to hide the row where all cells are in green? Basically I only want to show rows where there is Orange or Red. The logic for the color alert is If a/b < 0, then it is red. If a/b < 4, then it is Orange. Others are green. I am struggling to come up with a way to only show the row where…
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Quality of life improvements for charts
Pretty sure there are some more points to improve within the chart component but here are 3 proposals to add, as we often see them as requirements in our projects. While it is possible to achieve the desired results with the existing toolset, it could be easier to implement and therefore also easier to explain to customer…
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Show all values in chart labels
Hey, is there any chance, that we can tell the chart to show all the values of each series regardless of its size? Here is an example:
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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…
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How to create a variance on one cube detailed by version
Hi, I am trying to create a variance column based on one cube that is detailed by version. The problem that we have is we have data in one cube by different versions. We have to create a report to compare versions together but we must be able to select any versions which means I cannot create a block reference on teh cubes…
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How to manage the leap year in comparative analysis
1. Abstract In an application life cycle it is not unusual to come across leap year management, moreover when comparative analysis are put in place. Accurate handling of leap years ensures data consistency across different timeframes, preventing discrepancies when comparing results from different years or performing…
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Comparison between different versions or scenarios in the same report
1. Abstract During the implementation of any application, a typical request is to combine multi-scenario or multi-version information in the same view to promote delta analysis and quick data comparison. Board plays an important role due to its flexibility and allows a solution to be achieved in several ways to provide the…
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Displaying revenue data for bissextile year with previous year function
Hello, I am facing a challenge with displaying revenue data for bissextile years when using a previous year function. We have a cube by day, and a screen selection on the current fiscal period (March2024-February2025), a dataview that shows the revenue for N and revenue for N-1 values. The issue regards the N-1 column on…
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Dynamic and Cube-based Layout Selections
On searching the Idea Exchange there is an old suggestion: "Dynamic Selection within Layout" from 2018 by an Unknown contributor. The Idea received 47 votes - as follows: "A good improvement would be the chance to set up a dynamic selection within Board Layout. This way you should be able to create different infromation…
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Dynamic Decimals on report views
Hi team! We've recently had two customers and a partner reach out about the request to dynamically show or not show decimal places. Right now, it currently requires work arounds that involve layout adjustments or duplicated screens. We would like to request the ability to adjust the decimals we are viewing on a report…