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Welcome to the Board Community

Your Hub for Insight, Support, and Shared Success.

Welcome to the Board Community

Your Hub for Insight, Support, and Shared Success.

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9165 Members 6345 Discussions 13496 Comments 2807 Questions Asked

Board's Latest Release Advances Continuous Planning
By: David Marmer, Chief Product Officer, Board Board's Latest Release Advances Continuous Planning with More Capable AI, Connected Planning Experiences, and Enterprise-Ready Governance Earlier this year, we introduced Board Agents, a new generation of domain-specific, persona-based AI designed to help finance and…
Board 15.1 is here! 🚀
We're excited to announce the release of Board 15.1, bringing major enhancements to Board Agents, Operational Forecasting, the Board for Microsoft 365 Excel Add-in, and the Platform, with a strong focus on enterprise AI, planning productivity, and user experience. What's new in Board 15.1 Smarter and more powerful Board…
August CommunityCast and Monthly Mission
🏖️Happy August to all our new and returning members! July was a great content month for Community, along with a few user experience additions that we'd like to highlight, so make sure to check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to July's participants, @Holly…
🚀 Now Available: Board 15.1 Overview—What’s New for Customers
Discover what’s new in Board 15.1! Our latest course is now available on Board Academy. This training provides an overview of the key features and enhancements introduced with Board 15.1, helping you understand what’s new and get ready for the latest release. 📚 Start the course here: Board 15.1 Overview: What's New for…
Which business challenge would you most like to see Board Agents help your organization to address?
Board Agents can support a range of planning and analysis workflows. We would like to understand which business challenge is most relevant to your organization so that we can share more useful examples and resources.
Customer Self-Sufficiency with Robin Salk
Featuring: Robin Salk is a Customer Success Manager and Community Captain at Board. Self-sufficiency helps customers move faster and make more informed decisions. When you can build reports, update models, and analyze data independently, you can respond to changing business conditions and priorities without waiting for…
📢 Join us! Shape the Future of Board
Are you a Planner or Solution Maker using Board for FP&A, Financial Consolidation & Close (FCCR), Supply Chain Planning, or Merchandise Planning? The UX Research team is looking for customers to participate in a 60-minute remote research session to better understand how you create and utilize planning and reporting…
New Process for Accessing Board Software Installers
📢 Announcement: We are updating the way customers with on-premise deployments access Board software installers. Installers for Board versions B12 and B14 will continue to be available through the Community. ➡️ To access the latest B15 versions and patches, please open a ticket with Board Support and specify the version and…

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⚡ All Recent Activity

How to display calculated TOTAL row value in a Label
Hello, when I copy the following data view into a label, the label shows -100 instead of the aggregated TOTAL result (-13.64%). Current Month and Previous Month values are generated using month selection flags, so I need the aggregation on month level. How can I display the TOTAL value (-13.64%) inside a label?
Customer Self-Sufficiency with Robin Salk
Featuring: Robin Salk is a Customer Success Manager and Community Captain at Board. Self-sufficiency helps customers move faster and make more informed decisions. When you can build reports, update models, and analyze data independently, you can respond to changing business conditions and priorities without waiting for…
Level 200 - Training environment expired
Hi, Unfortunately the level 200 training I started expired and I was not able to complete it due to time constraints. I would like to restart it to complete the level 200 training but I just get the expired message. Is it possible to extend the instance? If not, I would like you to reset the training environment. The email…
New Process for Accessing Board Software Installers
📢 Announcement: We are updating the way customers with on-premise deployments access Board software installers. Installers for Board versions B12 and B14 will continue to be available through the Community. ➡️ To access the latest B15 versions and patches, please open a ticket with Board Support and specify the version and…
Restricting the disabling of sorting on column in flexgrid
Hi Team, I have a flex grid object, there i am using a multiple sorting on it, If i click once, it changes to ascending order ↑ If i click again, it changes to descending order ↓ If i click it again, it removes the sorting order. it exceeding the no. of clicks so, here customer don't want to remove the sorting on the…
Board's Latest Release Advances Continuous Planning
By: David Marmer, Chief Product Officer, Board Board's Latest Release Advances Continuous Planning with More Capable AI, Connected Planning Experiences, and Enterprise-Ready Governance Earlier this year, we introduced Board Agents, a new generation of domain-specific, persona-based AI designed to help finance and…
Board 15.1 is here! 🚀
We're excited to announce the release of Board 15.1, bringing major enhancements to Board Agents, Operational Forecasting, the Board for Microsoft 365 Excel Add-in, and the Platform, with a strong focus on enterprise AI, planning productivity, and user experience. What's new in Board 15.1 Smarter and more powerful Board…
August CommunityCast and Monthly Mission
🏖️Happy August to all our new and returning members! July was a great content month for Community, along with a few user experience additions that we'd like to highlight, so make sure to check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to July's participants, @Holly…
Lock column totals
Hello , I have a dataview in data entry mode. However, i would like to lock the column totals Anybody has a solution for me. Thanks
How to subtract two totals from different layouts?
Hi all, I am currently working on a report/dashboard and need help with a calculation.I want to subtract a total value found in one layout from a total value in a completely different layout. Could you please guide me on how to achieve this? Kind regards, Adam

➞ New Answered Questions

How to display calculated TOTAL row value in a Label
Hello, when I copy the following data view into a label, the label shows -100 instead of the aggregated TOTAL result (-13.64%). Current Month and Previous Month values are generated using month selection flags, so I need the aggregation on month level. How can I display the TOTAL value (-13.64%) inside a label?
Level 200 - Training environment expired
Hi, Unfortunately the level 200 training I started expired and I was not able to complete it due to time constraints. I would like to restart it to complete the level 200 training but I just get the expired message. Is it possible to extend the instance? If not, I would like you to reset the training environment. The email…
Restricting the disabling of sorting on column in flexgrid
Hi Team, I have a flex grid object, there i am using a multiple sorting on it, If i click once, it changes to ascending order ↑ If i click again, it changes to descending order ↓ If i click it again, it removes the sorting order. it exceeding the no. of clicks so, here customer don't want to remove the sorting on the…
How to subtract two totals from different layouts?
Hi all, I am currently working on a report/dashboard and need help with a calculation.I want to subtract a total value found in one layout from a total value in a completely different layout. Could you please guide me on how to achieve this? Kind regards, Adam
Access for the training Instance
Hi, I completed the Board Academy L100, L200, and L300 trainings approximately six months ago. As I am planning to take the BoardDeveloper Certification Exam, I would like to refresh my knowledge and get some additional hands-on practice.…
Advice needed on how to manage 2 reporting periods in a Board application
Hi everyone, We have the following situation. Our client has multiple companies, 2 companies have the reporting period from February until January, and the 3rd company has a regular reporting period, from January until December. Currently, we set up 2 Timelines (entity called Cluster Timeline) and it appears in the master…
Hide Total Column or Grand Total Column in Data Views
Hi, I’d like to hide the “Grand Total” column on a screen. The sum across multiple years doesn’t make sense. Unfortunately, I haven’t found anything so far that helps me with this. Some of my colleagues have also encountered this use case in other projects and were unable to resolve it. Can you help us? More details are…
How can I correctly display a revenue ratio?
How can I correctly display a revenue ratio (costs as a percentage of of revenue) in Board?No matter what I've tried so far, as soon as I have row and column totals, the ratios for the totals are not displayed correctly. I used a cube without an account entity, into which I only wrote the revenue. I used the original cube…
Waterfall Chart with text cube in X - Axis
Hi Everyone, I need guidance on creating a dynamic day-level waterfall chart in Board. I have a cube storing daily cash data by Day and Business Unit, along with two additional cubes storing major movement amounts and commentary at the same level. The requirement is to dynamically display the movement commentary along with…
Quick Configuration Wizard
How or where I can download/access the Quick Wizard File for FCR 2.0? Also is the quick configuration wizard restricted to depicif FCR versions? As a new user with a fresh FCR Environment I want to load meta data via wizard but I can't find it in the azure or from export from wizard file, I checked in batch loading folder…

❓ Unanswered Questions

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Upcoming Events

Board Beyond: Nordics
Transform the way you Plan Step into an event engineered for planners, analysts and business leaders who are ready to move beyond traditional processes. At Board Beyond 2026, you’ll discover how planning evolves into an adaptive, AI-driven ecosystem. You’ll see how your organization can monitor, predict, analyse, simulate…
How Kimberly-Clark Achieved Forecast Accuracy Within 2% with AI-powered Planning
In this Gartner featured session, Misty Alexander, Executive Leader in Insights, Analytics, Strategy & Innovation at Kimberly-Clark, reveals how the company combined AI, external market signals, and econometric modeling to build a more accurate, explainable view of demand. See the approach that helped Kimberly-Clark move…

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