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🎓LEARN! GROW! ACHIEVE! We are happy to share some exciting updates and launches in Academy.
📚New Courses launched this month: Solutions Overview About this course: This course introduces Board’s Solutions strategy and explains why it is critical to delivering faster, more consistent customer value. You learned how Board has evolved from a flexible platform to a solutions-driven approach, how Engineering,…
Scheduled Infrastructure Update for Board SaaS Instances
Dear Board Community, We would like to inform you that we will be carrying out required planned infrastructure maintenance on Board SaaS environment in the coming months of 2026. This activity is required as part of our ongoing efforts to maintain a secure, stable, and up-to-date cloud platform, including the replacement…
How to ensure correct rule behavior when using entity sorting
*NEW—includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared here. https://player.vimeo.com/1163691677 1. Abstract Rules applied to an Entity are widely used in Board to support aggregation logic within reporting structures. A common…
February CommunityCast and Monthly Mission
💗 Welcome back to February's Monthly Mission. January was a content-packed month with the Community blog publishing a number of posts covering a range of topics. We've also implemented several user experience updates that you can learn about in the video below, and geared up for February's launch of the new Idea Exchange…
Introducing the New Board Idea Exchange
The Board Idea Exchange is where Board Customers, Partners, and Employees share ideas, provide feedback, and help shape the evolution of the Board platform. It’s a central space for proposing enhancements, discovering what others are asking for, and engaging with ideas that impact how you work. We built this portal to…
Status Page New Feature: Delegated Technical Contacts
We’re pleased to announce the availability of Delegated Technical Contacts (Self-Managed) on the Board Cloud Status Page. This new functionality is designed to help customers—especially Board partners—ensure that the right technical stakeholders stay informed about incidents, maintenances, and service reliability, while…
How to address common challenges in developing Board presentations
1. Abstract Board Presentations enable users to transform governed reports and dashboards into interactive, shareable slide decks within the Board environment. While the feature provides flexibility and real-time data interaction, users may encounter practical challenges during creation, maintenance, and distribution.…
DOWNLOAD NOW! Take on Board 2025–2026 Report: Your Feedback in Action
Those that have met me can appreciate how ensuring that Board remains customer-driven is so important to me and everything we do. To that end it gives me great pleasure to announce the second edition of Take on Board – Customer Experience Report 2025–2026 which is, yet again, — built entirely on: your feedback. Over the…

⚡ All Recent Activity

different number types and Totals
Hi there, 2 questions in one post. I have multiple entities which need a different number formatting. eg. Days don't need decimals while the rates yes. share rows should show a % sign at the end. Any idea how i can manage that? can i do it through rules somehow? second question - Totals don't make sense any idea how i can…
Custom Time Entity
Hello, I am looking for the best solution to define a custom time entity. For example, I would like to select: last 3 completed months, last 6 months, and last 12 months. The goal is to see the same cube three times in a data view with the respective reference to the 3,6,12 closed months. The whole thing should be…
Funcitionality Board Add IN
Hello, I have a question regarding the office add-In for excel. I tried to recreate a report in excel. In the screen selection, the entities "Kostenträger" and "Sachkonten" are already excluded in BOARD. However, when I exclude "Kostenträger" via the sheet selection in the add‑in, I’m not able to exclude any additional…
Backup Procedure Fails
Backup Procedure Fails when we give the custom path to customized path (NAS). this path can access from the server and the backups are able to run to the same path from Board 12.6 but am unable to do same from the Board 14. Can you share your inputs if anyone know the solution. I have compared the config files in both…
Dynamic Header on Dataview
My client using Board 14.2. Is there any possibility to do some Dynamic Header on Data view. Such as, if cube a<30,"XXX","YYY". I tried to put the formula on Header, but the visibility of the Header on Play Mode still the formula itself.
Drill Down / Anywhere Configuration Best Practice (Code + Description)
We have a Profit Statement Report that has Reporting Account by row (1st screenshot). It is currently configured to only show Description for this entity, and we do not want to change it to Code + Description for internal reasons. However, we want to give users the ability to drill down / anywhere into the following three…
Integrating Board with Google BigQuery
1. Abstract This document describes the recommended approach for integrating Google BigQuery with Board using the Progress DataDirect JDBC connector within the Data Pipeline. It outlines the integration architecture, configuration steps, and data import methods, positioning BigQuery as the source of truth and Board as the…
Introducing The Boardroom!
Welcome to the Boardroom, Board's inaugural monthly LinkedIn newsletter which explores how finance, supply chain, merchandising, and operations leaders move from static cycles to continuous, connected enterprise planning. The first edition dives into a shift reshaping the space: enterprise-ready agentic AI, and how Board…
B14 203: ACT - Units and Sales Data Reader problem
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
🎓LEARN! GROW! ACHIEVE! We are happy to share some exciting updates and launches in Academy.
📚New Courses launched this month: Solutions Overview About this course: This course introduces Board’s Solutions strategy and explains why it is critical to delivering faster, more consistent customer value. You learned how Board has evolved from a flexible platform to a solutions-driven approach, how Engineering,…

❓ Unanswered Questions

📈 Trending Posts

Dynamic Header on Dataview
My client using Board 14.2. Is there any possibility to do some Dynamic Header on Data view. Such as, if cube a<30,"XXX","YYY". I tried to put the formula on Header, but the visibility of the Header on Play Mode still the formula itself.
Integrating Board with Google BigQuery
1. Abstract This document describes the recommended approach for integrating Google BigQuery with Board using the Progress DataDirect JDBC connector within the Data Pipeline. It outlines the integration architecture, configuration steps, and data import methods, positioning BigQuery as the source of truth and Board as the…
Backup Procedure Fails
Backup Procedure Fails when we give the custom path to customized path (NAS). this path can access from the server and the backups are able to run to the same path from Board 12.6 but am unable to do same from the Board 14. Can you share your inputs if anyone know the solution. I have compared the config files in both…
different number types and Totals
Hi there, 2 questions in one post. I have multiple entities which need a different number formatting. eg. Days don't need decimals while the rates yes. share rows should show a % sign at the end. Any idea how i can manage that? can i do it through rules somehow? second question - Totals don't make sense any idea how i can…
Funcitionality Board Add IN
Hello, I have a question regarding the office add-In for excel. I tried to recreate a report in excel. In the screen selection, the entities "Kostenträger" and "Sachkonten" are already excluded in BOARD. However, when I exclude "Kostenträger" via the sheet selection in the add‑in, I’m not able to exclude any additional…
Custom Time Entity
Hello, I am looking for the best solution to define a custom time entity. For example, I would like to select: last 3 completed months, last 6 months, and last 12 months. The goal is to see the same cube three times in a data view with the respective reference to the 3,6,12 closed months. The whole thing should be…
Drill Down / Anywhere Configuration Best Practice (Code + Description)
We have a Profit Statement Report that has Reporting Account by row (1st screenshot). It is currently configured to only show Description for this entity, and we do not want to change it to Code + Description for internal reasons. However, we want to give users the ability to drill down / anywhere into the following three…
Introducing The Boardroom!
Welcome to the Boardroom, Board's inaugural monthly LinkedIn newsletter which explores how finance, supply chain, merchandising, and operations leaders move from static cycles to continuous, connected enterprise planning. The first edition dives into a shift reshaping the space: enterprise-ready agentic AI, and how Board…
🎓LEARN! GROW! ACHIEVE! We are happy to share some exciting updates and launches in Academy.
📚New Courses launched this month: Solutions Overview About this course: This course introduces Board’s Solutions strategy and explains why it is critical to delivering faster, more consistent customer value. You learned how Board has evolved from a flexible platform to a solutions-driven approach, how Engineering,…
Training 303
On the training 303 there are steps to choose Select Version Status. But I cannot find that entity? any clue?

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From Planning Cycles to Continuous Planning: Delivering Finance Transformation with Board Agents
Enterprise planning is being reimagined—not by hype, but by focused innovation. Join us for a firsthand look at how Board Agents, our new suite of intelligent, domain-specific AI agents, are transforming finance, accounting, merchandising, and supply chain planning. In this 60-minute webinar, you’ll see how Board Agents…
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