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August CommunityCast and Badge Opportunity
🌞 Summer is zooming on by and we hope you're having a great one! The Community team has been busy as always so be sure to check out what we've been up to. Here are your one-minute, Community updates this month: 💪 Thanks to all our July participants, it's always great to get your feedback. @Helmut Heimann, @Nico…
Launching Your CoE: From Vision to Value
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain You don’t need a lengthy twelve-month project plan to kickstart a Center of Excellence (CoE) successfully. The key lies in beginning with a focused scope, achieving visible wins, and ensuring practical delivery. Here’s a structured approach to…
People & Structure: Who Belongs in a CoE and How to Organize it
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain Establishing a strong Centre of Excellence (CoE) hinges on the individuals involved and the organizational structure supporting them. While a large team isn't initially necessary, the right blend of roles is crucial for the CoE's success,…
My Board-ology Process
Author: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain Although our company has been using Board for over three years, I still feel like I am new to it. I have so much to learn, but the ever-changing business environment is not going to wait for me to get up to speed—I must adapt. As I…
US Economic Outlook: July 2025
The U.S. manufacturing recovery is stalling—but not for everyone. In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher explains the evolving dynamics across the sector, and what they signal for the broader economy through 2026. If you’re connected to U.S. manufacturing—either directly or…
Get to know the Q3 Community Captains!
Community Captains are front-and-center, paving the way for a more connected and impactful Board Community. Today we welcome four new Captains to the mix, ready and willing to connect and educate by sharing personal stories and advice with the ecosystem for the common goal of overcoming challenges and enabling success. We…
Beyond the Name: The True Function of a Center of Excellence
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain A CoE is more than just a new department; it's about instilling excellence and consistency in the design, deployment, maintenance, use, and optimization of systems. Here's a breakdown of what a well-operated CoE offers: Governance: Establishes…
🎉 We Have Our Board Champions Social Media Challenge Winners! 🏆
Our Exclusive Board Champions Challenge, #BoardAndProud (ending June 30), was all about fun, creativity, and sharing the Board spirit on LinkedIn – and wow, you delivered! 💥 👏 Congratulations to our winners: @Aelys Saux - Andros @Fabian Höfner - Villeroy & Boch @Bart Scott - CFO Solutions @Andrea Del Pero - Bios Management…

⚡ All Recent Activity

Board Excel Add-in: Sort by Columns
Hello, Currently, the Board Excel Add-in supports sorting by rows, but unlike the web interface, it does not allow sorting by columns. This feature would greatly improve usability for reports that require column-based sorting. Request: Please add the ability to sort by columns in the Excel Add-in, similar to the…
Level 200: Module 204 - Build Cubes for sales data
I am having trouble setting the structure when creating a cube. It looks like my screen looks a bit different than the screenshot in the training. I'm not able to move forward after filling out the Name, Group and Data Type. Please let me know how I can proceed.
Align the behavior of smart import error messages for the two types of import
Hi, I would like to suggest a possible improvement for the smart import object. As for now, if I import data copying and pasting from an excel file, I see detailed error message with the causes of any errors, also highlighting the cells where problems were found (example below). If I import directly an excel file, instead,…
Extend level 100, 200 and 300 due date
Hello, My instance 100, 200 and 300 will be deleted on 6, 9 and 14 august. Could you please extend these until the end of the month ? Many thanks in advance.
August CommunityCast and Badge Opportunity
🌞 Summer is zooming on by and we hope you're having a great one! The Community team has been busy as always so be sure to check out what we've been up to. Here are your one-minute, Community updates this month: 💪 Thanks to all our July participants, it's always great to get your feedback. @Helmut Heimann, @Nico…
dd/mm/yyyy in the IDP/Subscription Hub please
North American style dates mm/dd/yyyy is very confusing. I have to translate it in my head when I read them. They are also more difficult to sort/filter in Excel. Can we have an option to change the date format to dd/mm/yyyy please, for on the screen in the IDP and in the output from the Export and Audit buttons.
Level 300 : 305 Functional Test
As far as I can see, I have completed all config as per instructions and I have gone over them to recheck and confirm. I am however missing data on the first question in the functional test. The test suggests there should be data for products Classic, Double Halo and Grey Pearl Stud as below. I however, only have data for…
Button or Switch for Difference and % Variance Calc
Hi all, I would like a button or selector that gives the user the ability to switch between difference and variance. Any idea how to approach it? Thanks Maik
Is it possible to configure UK number format in BOARD
I have requirement by which i need to implement thousand seperators just like in UK number system. For example - if i have a value as 1019443. In UK format it should appear as 1,019,443.But in BOARD currently it appears as 10,19,443. Can i set the number format in BOARD also to 1,019,443
Scale numbers in graphs correctly
Hello, Currently when numbers scaling in used in graphs (for example, show M for millions), the scaling is only applied to the plot area, so, when you hover over a graph. However, by logic it should apply to the whole graph, including the axis. Please accept this idea to improve customer experience.

❓ Unanswered Questions

Level 200: Module 204 - Build Cubes for sales data
I am having trouble setting the structure when creating a cube. It looks like my screen looks a bit different than the screenshot in the training. I'm not able to move forward after filling out the Name, Group and Data Type. Please let me know how I can proceed.

💡 Newest Ideas

Board Excel Add-in: Sort by Columns
Hello, Currently, the Board Excel Add-in supports sorting by rows, but unlike the web interface, it does not allow sorting by columns. This feature would greatly improve usability for reports that require column-based sorting. Request: Please add the ability to sort by columns in the Excel Add-in, similar to the…
Align the behavior of smart import error messages for the two types of import
Hi, I would like to suggest a possible improvement for the smart import object. As for now, if I import data copying and pasting from an excel file, I see detailed error message with the causes of any errors, also highlighting the cells where problems were found (example below). If I import directly an excel file, instead,…
dd/mm/yyyy in the IDP/Subscription Hub please
North American style dates mm/dd/yyyy is very confusing. I have to translate it in my head when I read them. They are also more difficult to sort/filter in Excel. Can we have an option to change the date format to dd/mm/yyyy please, for on the screen in the IDP and in the output from the Export and Audit buttons.
Scale numbers in graphs correctly
Hello, Currently when numbers scaling in used in graphs (for example, show M for millions), the scaling is only applied to the plot area, so, when you hover over a graph. However, by logic it should apply to the whole graph, including the axis. Please accept this idea to improve customer experience.
Preventing Split & Splat on Near-Zero values
The issue The current split and splat functionality in Board EPM offers valuable flexibility for data entry at various aggregation levels. However, it can introduce significant errors and instability when applied to aggregated values that are near zero, particularly when negative values are present in the underlying cube.…
Blank Space Utilization/Sizing
There is often unused space in the layout editor and data readers. For example, in the layout editor, the Alignment section's selector spans the entire screen, whereas in the Rules section, the selector is much smaller. This inconsistency makes it difficult to view selected items, as they can be cut off or partially hidden.
Send Blob Cubes Attachment through Email
Hi , We need to send multiple attachment through email currently it is not feasible in Board. It would be great if we could take this up in the latest releases
upload for all file types in Blob cube & download file using button
There should be option to upload multiple types of files in a blob cube
Restore Two-Tone Panels for Better Visual Clarity
I believe Board developers would all benefit for Board to go back to it's two tone color design (grey background, white foreground) on popups/side panels in the design mode. It is much harder to differentiate buttons and sections in these respected areas.
Extending Database Security to Reduce the Number of Security Profiles
Dear BOARD community, I’m facing an issue with the BOARD security system in BOARD on-prem. ⛈ Situation: After several years of using BOARD throughout the company, a significant number of user profiles have been created. The main reason for this is that our company structure includes several subsidiary companies of…

Upcoming Events

15th Richmond Finance Directors' Forum
In a rapidly evolving financial landscape the Richmond Finance Directors’ Forum is a unique event, designed for the key decision-makers and supplier companies of leading Swiss enterprises. Pre-scheduled one-to-one business meetings and an outstanding conference programme allow you to: Discover new trends and possibilities.…

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