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Reporting Layer: Optimize a report
1. Abstract Users are more and more demanding and are looking for the right balance between the correctness of the result and the scalability of the solution at the same time. Improving response time has always been a top priority, therefore the purpose of this document would be to explain the main best practices to apply…
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How to dynamically display the user selected value when a data view is set as master object
On the left I have a P&L hierarchy driven report set as master object. When I click on a row, the charts on the page change. I would like to display the current row that was click on in the master object. Trying this, no luck: @Selection_Ex(Layout="P&L", Block=" ") Version 12.6 Thanks! Matt
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New Time Function "Year End-" and "Year Start Value"
1. What is your idea? The Idea is, to have additional time functions to easily get the values for year end and year start, also for previos years. 2. What specific problem are you trying to find a solution to, or what new scenario would this idea respond to? Independent from the current time selection, I want to display…
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How to also export the Layout settings to Microsoft Excel Workbook for BOARD Add-in?
Hi, I am currently exporting data from my report directly into excel. I can then connect my Board office add-in to the table and apply selections and everything possible using the office conector. The problem that I am having is the value formats. In my report in Board (online) I have parenthesis instead of the minus…
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How to design screens & dashboarding
1. Abstract Screen and dashboard design can at times make or break an application – if screens are poorly designed or unintuitive user engagement can be compromised from the off. There are many factors to consider when determining what constitutes a good design - from layout and ease of navigation to the amount of content…
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IBCS Standards
I would like to suggest to enrich the dataview and graph settings to help building a BOARD application using reporting standards as suggested by the IBCS® standards (International Business Communication Standards). These standards aim at providing a consistent reporting set for the user, so that he can very quickly know…
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How to move columns in Reports?
Hi, I need to build a report where the row entity is in the second column. So in essence I need to show actuals data then the row entity then the rest of the columns. What I have tried was to bring in the row entity into the layout section of the report but noe any template styling is not applied to the entity. See the…
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Do not replicate entities when we flatten the entities by row
When we have multiple entities by row and we flatten at a certain level, we would like not to replicate the members of an entity and merge the cells with this entity, as in the image attached.
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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…
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How to rename the detail by Column Headers?
Hi, As seen in the image below we have a data view with a column that is detailed by year. What is happening is that because we are using detail by Year in the second column, "Prior Year Of 2023", The problem is that, that column is looking at 2022 data. So we need to remove the 2023 out of that column. How can we do this?
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New Board solution: Group Consolidation & Reporting
We are excited to officially launch Board Group Consolidation and Reporting (GCR), our new financial consolidation solution. GCR is a comprehensive and future-proof solution, built to meet the continuously changing challenges faced in the office of finance. Some aspects of the new solution: 1. Unified planning &…
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Production / Exporting of Financial Reports
We are in the process of implementing Board and are running into roadblocks on the financial reporting side. We are trying to shift all of our Accounting Financial Reporting into Board and want several basic items in Board. Has anyone been successful in this? (1) Basic Report Headers exported with the report vs. the…
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"Expand Above" in Data View
Hello, Version: B12.6 In data views with more than one entity per row, headers are automatically added for each entity used. Like so: However, if we want to have the summation going [b]down[/b], a subtotal at the bottom is required. This means that we end up with an empty header row, which just takes up space. My…
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How to Format a Report and Create Entity Members
1. Abstract Financial statements often require indentation of account names, and special formatting of account names, values, column headers, totals & subtotals. Such formats may include highlighting, bordering, adding prefix/suffix, number formatting, and more. The dataview object can be fully customized leveraging…
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Is there a way to have rows with no data not displayed in a drill down screen?
When drilling down through data on a report, I would like to be able to make it more concise by not having rows with no data be hidden. The below highlighted rows are examples of what I'd like to not be shown.
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The Use of Tab Container
1. Abstract As soon as developers face screen creation, in particular, if we are talking about reports or BI Dashboards, where usually a lot of different data has to be shown, they need to use carefully the layouts to avoid any screen object overflow and, consequently, less impactful data meaning. 2. Context In the…
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Offset Rules
1. Abstract Offset rules are a type of rule which allow you to reference multiple blocks in the same layout as part of your calculation, they can be very powerful but should be used with caution. 2. Context Offset rules can be very powerful in certain circumstances but should be used with caution due to the complexity they…
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Use of Number Scaling
1. Abstract A common requirement when displaying data, particularly financial data, is to use scaling – whether that’s displaying numbers in thousands, millions or whatever makes sense in order to make the displayed data more easily readable. 2. Context There are multiple ways in which scaling can be introduced when…