Rules

I configured my P&L Rule based on the configuration below. But I am unable to determine why "Total Income" row does not have any values compared to the sample screenshot provided by the Academy on my screen "Profit and Loss Statement - Budget. Please see screenshots below including layout editor and P&L Rule. Board Academy…

*NEW—includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared here. 1. Abstract Rules applied to an Entity are widely used in Board to support aggregation logic within reporting structures. A common example is a P&L Reporting Line…

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…

We have a rule that consolidates P&L accounts into calculated reporting accounts (GP, SG&A, etc.) and it is configured by the lowest level of an entity relationship (child). However, we use its parent in the axes and I'm curious to know if that will break anything in the display of the rule since the manual states that the…

I am trying to apply a rule on entity displayed by column. It doesn't work if I use a datapicker in the rule. If I instead use the entity by row, the rule works as expected. The question - can you not use datapicker in a rule if the entity is displayed by column?

1. Abstract The term “on-the-fly calculation” refers to all the calculations executed directly at the layout level, meaning that the result is not physically stored in a Cube. This directly affects drill-down functionality and has advantages in terms of reducing the overall size. 2. Context During the development phase the…

Q1. I want to change the notation of grand total to, for example, total year. Is there any way? (Yellow part) Q2. Can I apply the rule to Grand Total? (Green part) Now, I have set the following rules. c=(b/a)%, f=(e/d)% I want to set the same rules for grand total, as shown below. i=(h/g)%

Hi, I'm in the situation described by the title. The rules are based on the same entity, but I want to use them in the same layout due to the type of calculation the user selects. Have you got any tips?

Hi All, I want to explore the possibilities of calculating YTD figures using MTD data using a rule. For example - Revenue for Jan 2023 - 1000 Revenue for Feb 2023 - 1000 Using Rule can we calculate and store it under new member called "YTD Revenue" YTD Revenue for Jan 2023 - 1000 YTD Revenue for Feb 2023 - 2000 Using…

1. Abstract The rule is a key functionality that allows on-the-fly calculations between members of the same entity. The consolidation is a further step to physically store the result in the data model. This step is needed only in specific cases, usually when the calculated rows need to be reused as a source for following…