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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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Board as reporting tool for controlling
Hello, Our controlling population would like to have an unique tool for reporting. So that they would like to import data from different sources not only for building budgets but also to exposing it in different reports, making multi-source reports, for example. Is this a good practice ? Don't we risk to have performances…
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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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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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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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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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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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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…