Board How-to guides

Are you looking for how-to guides for using Board?

Did you know that we have a whole section dedicated to how-to guides on our Community website?

Below is a list of our Board how-to articles that provide step-by-step guidance to support specific use cases, written by our subject matter experts and the Center of Excellence department.

Check out our table of contents for Best Practices where you learn the best ways to use the platform for most situations.

How-to guides table of contents

Time Range

• How to define & manage the Time Range

• How to set up a 4/4/5 calendar

Entities and Relationships

• How to change the entity order

• How to remove obsolete entity members

• How to Edit Max item Number

• How to use Unbalance Hierarchy

• How to make multiple relationships coexist in the same hierarchy

Cubes

• How to structure cubes with slow-moving hierarchy

Procedures

• How to merge actual figures in planning cubes

• How to log procedures' execution with timestamps

• How to allocate with a dynamic driver

• How to do multi-level allocation

• How to use period by period recursion

• How to do top-down allocation of an integer value

• How to use Nexel to select custom time periods

• How to loop procedures

Modeling

• How to create a Workflow process

• How to manage BoM Explosion

• How to manage mapping DE

• How to allocate production by CM1

• How to manage the currency conversion

• How to manage the leap year in comparative analysis

• Dynamic Replenishment Model: Key Calculations & Formulas

Screen and Reporting

• How to design screens & dashboarding

• How to format a report and create entity members

• How to hide/ignore columns of an Excel data source when using the Smart Import Object

• How to show the value of different dimensioned cube only in total line

• How to group selectors using tabs with vertical display

System Admin

• How to manage security with Metadata

Integration

• How to send notifications - Integration with Ms Teams

• How to set parametric WHERE clause for SAP Connector in a BOARD Procedure

• How to integrate with Dynamics 365 OData APIs

• How to trigger SQL server actions

• How to replace REST Connector with REST API Call

• How to set up SAP Connector Architecture

• How to set up a Rest API connection

Solutions

• How to update GCR version

• How to calculate branch contributive view in GCR

• How to configure FX simulation in GCR

• How to load IC details in BFC

• How to update GCR version (1.0.0 vs 1.0.2)

• How to update GCR version (1.0.1 vs 1.0.2)

• How to change the time range in GCR

• How to update GCR version (1.0.2 vs 1.0.3)