Board Best practices

Are you looking for tips on the best practices for using Board?

Did you know that we have a whole section dedicated to best practices on our Community website?

Below is a list of our Board Best practice articles written by our subject matter experts and the Center of Excellence department.

Best practices table of contents

Time Range

• Custom Time Entities - Generic Month example

Entities and Relationships

• Managing high-volume Entities

• Auto Max Item NR

• Set up Relationships

• Data Transformation

• Relationships - scanning for errors

• Entity Definition - Concatenation or not

• Data Load Guidelines

• Historicization of Relationships

Cubes

• Cube Definition Insight

• Sparsity

• Temporary Cube vs staging Cube

• Multiple cubes or measure entity

Procedures

• Dataflow common mistakes and best practices

• Best practice in writing Procedures

• Capsule Procedure vs DB Procedure

• Clear Cube Insight

• Initialization process, Versioning and Simulation

• Data Export functionalities

• Moving data

• Rule Consolidation

• Selection option in Procedure

• Allocation with Board

• Period-by-period recursion - Tips and use cases

Modeling

• Offset Rules

• Naming convention

• Use of Nexel

• Normalize in High Concurrency

• Dynamically manage calendar settings

• Dummy Entity elements for budgeting purposes

Screen and Reporting

• On-the-fly calculation Pros and Cons

• Navigation - Tips & Common Mistakes

• Application Navigation Design

• Reporting Layer: Optimize a report

• Use of Number Scaling

• Drill Actions

• Data entry saving methods

• Comparison between different versions/scenarios in the same report

• Drill Anywhere Options: "Drill To" vs "Go To"

• Data entry input validation rules

System Admin

• Synchronize multiple data models

• Broadcasting & Notification Tool

• Data Access Control

• The backup mentality

Integration

• Triggering Procedures with REST API Calls from within Board

Solution

• Migrate from BFC to GCR

• Period Types in GCR

• Equity Method Accounting BFC/GCR

• iXBRL with Seahorse

For step-by-step guidance on specific use cases, take a look at the table of contents of our How-to Guides.