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How to use Nexel to select custom time periods
*Now with video demonstration. 1. Abstract While conducting reporting, the essential requirement often arises to compare data across various time periods. This article introduces a method that enables users to choose a specific custom timeframe directly on the screen. Using a designated cube, users can dynamically select…
August 2025 Economic Outlook
In this month’s U.S. Economic Outlook, Board Principal Economist Natalie Gallagher breaks down what the return of inflation means for business planning - and the strategic shifts leaders should be making now. In just 10 minutes, you’ll learn: Why sticky-price inflation is accelerating after 18 months of easing How goods…
Monthly Customer News Update - July / August 2025
Here are the most interesting reads for you to enjoy, catch up on things, or get ready for the second half of the year. Let's dig into: A special outlook: U.S. stagflation & its European implications Finance: Customer stories from Goldbeck and Van Moer Logistics Retail Planning: Why you need to be dynamic and include AI…
Announcing Board's Latest SOC 1 Type II Report (July 2024 – June 2025)
We’re pleased to announce the successful completion of our SOC 1 Type II audit for the period 1 July 2024 to 30 June 2025. This milestone reflects our ongoing commitment to maintaining the highest standards of internal controls and operational excellence. The SOC 1 Type II report provides independent assurance on the…
Board Impact Analysis: A Powerful Developer Tool
Author: Bart Scott, Board Developer at CFO Solutions LLC and Community Captain Board Impact Analysis is a very powerful tool that can be used to assess impacts of proposed changes as well as help in debugging, when used properly. There are two different areas you can utilize the Impact Analysis within Board. Only Developer…
Board 14.4 is here!
We are pleased to announce that the Board 14.4 release is here! 🚀 The new Board 14.4 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.4 proudly introduces the new Board Foresight Add-On allowing users to integrate both internal and external data for forecasting…
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…
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…

⚡ All Recent Activity

Level 200: Module 209 Expense Planning Upload
Hello, I am having trouble on Section 17 Build the Expense Actuals Screen and make adjustments. In the Expense Actuals screen, I am not able to retrieve data when after performing these steps. My screen looks like this instead for both the GBP and LC tabs. Data is not retrieving as below. I followed all the steps prior to…
[Resolved] Level 200 formation - Link / Adress of board environnement
Hello, I have begin the level 200 formation and I have a board environnement for a month. I have wanted to finish this formation during my vacations but I have not acces to my pro pc (I have also not acces to my pro mail). I thought it will be not a problem because Board academy works on my personel computer but I have…
Flex Grid Totals on collapsed groups
Hi, any how to show subtotals on collapsed groups in a flex grid and in general to show totals when expanded?
Ability to change Entity Codes en masse
This has now occurred for two clients in the past few months, so I thought of posting this idea for consideration. In both cases, the clients moved from one ERP system to another; and updated the GL Codes or Item Master codes - and the expectation is that Board will use the new codes and historical data in Board is not…
Rich text box, could the toolbar be docked please
Currently when using the rich text box there is a floating toolbar. The toolbar is nice, there's bold, underline, etc... but because it floats over the top of the text box, it can obscure the text while the user is typing. It is annoying to have to move it. To improve the user experience please dock the floating toolbar in…
Problems with Sparsity Optimization
Are there known issues with the sparsity optimization in BOARD. We carried out a sparsity optimization and afterwards the entries of the cubes (before the optimization and after) no longer matched.
August 2025 Economic Outlook
In this month’s U.S. Economic Outlook, Board Principal Economist Natalie Gallagher breaks down what the return of inflation means for business planning - and the strategic shifts leaders should be making now. In just 10 minutes, you’ll learn: Why sticky-price inflation is accelerating after 18 months of easing How goods…
Board Scheduler
Hello, It's my first time trying to schedule a nightly procedure run. I'm on board 12.6 and I'm having a hard time finding the scheduler in system admin portal. I will appreciate any resources and/or screenshots on how to locate the scheduler and schedule a nightly procedure run. Thanks, Walter
Flex Grid - Opening fully collapsed
Note - Ignore this, found the solution! Is there a way to configure the flex grid so when you load the screen it loads fully collapsed to enhance speed?
Year-End Value While Retaining Month Drilldown
Good afternoon, I am trying to create a graph that displays the year-end value. At the same time, I want to maintain the ability to drill down by month and see all the preceding monthly values. Does anyone know a method to achieve this in the graph? Thank you.

❓ Unanswered Questions

Problems with Sparsity Optimization
Are there known issues with the sparsity optimization in BOARD. We carried out a sparsity optimization and afterwards the entries of the cubes (before the optimization and after) no longer matched.

💡 Newest Ideas

Ability to change Entity Codes en masse
This has now occurred for two clients in the past few months, so I thought of posting this idea for consideration. In both cases, the clients moved from one ERP system to another; and updated the GL Codes or Item Master codes - and the expectation is that Board will use the new codes and historical data in Board is not…
PDF Export of Entire Data View
When exporting a data view with multiple rows that require scrolling, all rows should be included automatically in the PDF export. Currently, the workaround requires selecting the data view as a separate print area, which creates a page break between areas in the PDF.
Export to Excel - Group By Entities on Flexgrid
Currently, when entities are added to the "Row Group" interface of the Flexgrid object, the entites are shown on the screen as expected. However, when a Flexgrid is exported to Excel (with flattening applied), the "Row Grouped" entites are not on the exported screen by default. By default, when an entity is added to the…
Parameterized Query in Data Reader/Drill Through
Hi Team, We have a business use case in a Strategic Customer project for an Actual vs Plan Report. • Business users would like to use the ability to drill through and view the actual amount breakdown by Document Number. The Data source is SAP HANA and the data is available at a Document Number level via a View. • The HANA…
Adding Percentage % option for data label in Waterfall chart
Hi BOARD Team, When we use waterfall chart, we can only display deviation in numbers. But we cannot add Percentage. Can we have selection to show number, percentage and both when using waterfall chart? Thanks
copy & paste objects size
as happens for formats, it would be nice have the option to quickly set more objects with same size (height and width). A basic solution could be have the option "Copy size" and "Paste size" , that works like copy/paste format, in the same drop down menu A more advanced solution is that when i select more objects I can…
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.

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Reimagining the Planner Experience
In this webinar, we explored how we’ve reimagined the planning experience through continuous planning including the unique combination of enterprise and external data to support the growing demand for agility, performance, and intelligence. Watch for an expert-led walkthrough of the latest Board innovations, including a…
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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