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Agentic AI in enterprise planning is moving organizations beyond today’s reactive copilots and toward goal-driven AI agents that can sense, decide, and act—within enterprise guardrails—to drive business outcomes across finance, supply chain, and operations. TL;DR Copilots respond to prompts; agentic AI agents can initiate…
Academy is excited to share some exciting upcoming updates regarding our Solutions courses! Here’s what’s on the way: ✅ The Full Enablement Path for Merchandise Planning is targeted to be live by the end of Q1. ✅ The Go-To-Market courses for FCCR and Supply Chain Planning will be live by the end of this month. ✅ The…
🍀Welcome back to March's Monthly Mission. Community packed a number of user experience updates, blog content, and knowledge in our How-To Guides and Best Practices in a shortened February and we're excited to share those with you. Here are your one-minute, Community updates this month: https://player.vimeo.com/1170343878 A…
1. Abstract Managing a Weekly Fiscal Calendar presents a recurring challenge for organizations operating with 52- and 53-week Fiscal Years. The presence of an additional week disrupts like-for-like (LFL) comparisons, distorts year-over-year variance analysis, and complicates budgeting, forecasting, and reporting processes.…
We’re excited to share the next wave of Foresight Best Practices in the Community, featuring 10 new best practices. ➡️This second set of articles continues to expand on practical guidance for working effectively in Board Foresight. While the first wave focused on core modeling and data fundamentals, this new group rounds…
If you’re looking for reliable, actionable guidance in the Board Community, Best Practices and How-to Guides are the place to start. Whether a guide is created or curated, it’s always reviewed and validated by Board’s internal Center of Excellence—so you can trust what you’re applying in your own work.…
Featuring: Amy Holmes, Community Captain and Board Academy Director In this installment of Community 3 Questions, we sat down with Amy Holmes, Board Academy Director, to get her thoughts on the new Academy vision, what's resonating with learners, and looking ahead to 2026. Be sure to give your feedback in the comments…
1. Abstract Highly volatile indicators can obscure meaningful patterns and weaken correlation quality. Applying appropriate smoothing techniques helps stabilize signals and ensures analysis reflects underlying trends rather than short-term noise. 2. Context Use this best practice when using sentiment surveys,…
to be honest, I got a pop-up message error when i access Data model Security function of Data Model. if this case happened somewhere , please help me to identify root cause and solution to fix
We are triggering Board procedure as part of the nightly process that runs every day to update data. Is there any way we can trigger last step to send out email to recipients about completion of procedure with including log
RESOLVED FOUND THE ISSUE
Hello, I have a problem in the section mentioned above. There is one records not loading. I have already cleared and reloaded the Entities and also the Cube. How can I find out what is causing the issue? Can i somehow open the log file? Thank you in advance, Carolin
Hi everyone, I’m facing an issue with a validation rule on a data entry that uses a detailed by dimension. I would like to create a validation rule that checks whether the total of this detailed-by data entry is equal to a value coming from another cube within the same layout. I tried adding the cube directly in the form…
Hello, We are experiencing an issue with the Disable Drill Down setting in Cartesian Charts where it is not saving when you tick the checkbox. When the changes are saved and then the browser is refreshed, it resets the setting and still allows you to drill down. Is this a bug and is there any workaround? Thanks!
Hello, I built an Initialize Budget procedures for sales and it works. I Then updated the same procedures in order to initialize Sales and expenses budget, but when I click on the button, it only initialize Sales Budget data view. To Initialize Expenses budget, I had to create a new Initialize budget button in Expenses…
Hi everyone, I completed all the tasks required by the course, but I’m having a problem. When I try to import the Excel file (JP0001 FCST 3+9 – Sales), the system doesn’t work. I’ve attached a screenshot of the error. Please help me! Many thanks
Hi Team, we have call procedure step in open trigger procedure. while running this procedure we have faced issue it is showing error "Cannot load the procedure try to open the procedure with the editor and save it again" and when we try to open procedure it is continuously loading. Not only this procedure few other…
Transform the way you Plan Step into a day 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 and…
Transform the way you Plan Beyond Traditional Planning. Entering the Age of Agentic Planning. Board Beyond 2026 is Board's exclusive event dedicated to selected clients and prospects. A full-day event designed for planners, analysts, and business leaders ready to transcend traditional processes and lead the evolution of…
We applaud our highly- engaged members this month!
