Best Of
Re: Spring 2026 Idea Exchange Update
Hi Michael. Thanks for posting.
The 25 votes limit does seem high, however, with roughly 2k customers and many thousands of users, we've found that it's a solid indicator of demand. I do want to clarify though, it's not the only criteria we use for the ideas that we accept.
Some insight into our process:
1. We review ideas at least 2x per month. We do a combination of using AI to cluster and theme areas of demand and looking for overlap between work we have planned and ideas in the platform. This helps us find validation customers, it also helps us spot areas that are gaining traction, even if the individual ideas aren't over 25 votes.
2. Ideas over 25 votes are automatically moved into Accepted for Evaluation, the 25 votes could be the result of merging duplicates or similar ideas, or they could be 25 votes on unique ideas. At this point our goal is to look closely at the ideas, do research if necessary and respond with planned, deferred or won't do within 90 days. (90 days sounds like a long time, and in reality, the time varies, small items could be 30 seconds, larger items might take the full 90 days).
3. We will be enabling notifications for users in the coming months. We were waiting for a feature that enables us to do this in a GDPR compliant manner and we are just beginning the testing on that feature.
If you are curious, you can see all the ideas listed for your organization. These may include ideas entered by Board employees or partners on your behalf as well as ones entered by you and other members of your organization.
Re: Strengthening Long-Term Success with Board
Kristine is a true advocate for our customers. Ensuring they get the value they expect out of Board as well as making the customers voice heard with regards to enhancements and improvements on the product.
Re: Spring 2026 Idea Exchange Update
Thanks for this update! Love seeing this in action. What’s really cool to me is how engaging with the Idea Exchange leads somewhere. Ideas from real Board users aren’t submitted and forgotten—they are picked up, discussed, and turned into real improvements for real Board users.
Monthly Customer News Update - April
The Acceleration Edition
The pace has changed. Your planning should too.
Planning isn’t evolving step by step anymore. It’s speeding up.
New technology is live, market pressure is rising, and your peers are already adjusting. The gap between reacting and leading is getting visible. This edition shows what’s changing—and how to plan, decide, and act faster.
Warm regards
Sandra
Head of Customer Marketing
Planning is accelerating. Your peers are already moving.
What came out of Board Beyond London is clear: planning is shifting from periodic to continuous. Board Beyond is where leaders are figuring out what that actually means in practice.
Board 15 is available now! This is what acceleration looks like.
With agentic AI and continuous planning capabilities, Board 15 shifts planning from periodic cycles to always-on, adaptive decision-making. Less manual effort, faster responses, and planning that moves at the pace of your business. This isn’t a preview—it’s ready to use.
Access resources and get started
Inspire
Where Planning is Heading
Growth isn’t gone. It’s accelerating in new directions
Demand is concentrating, price sensitivity is rising across all segments, and traditional segmentation no longer holds. Planning needs to adapt faster—aligning pricing, assortment, and messaging with greater precision as conditions shift.
Explore the April Economic Outlook
Retail planning can’t keep up the old way
IDC highlights how disconnected merchandising, supply chain, and financial planning slow decisions and create misalignment. Leading retailers are shifting to unified planning to respond faster and act with confidence.
Next-generation retail planning
Recognized in Gartner MQ for Supply Chain Planning
Board is positioned in the 2026 Gartner Magic Quadrant for Supply Chain Planning. As complexity increases, this recognition helps benchmark solutions built to support faster, more connected decisions.
APPLY
Innovation in Practice
Komatsu: Connecting planning to drive enterprise agility
With unified planning and consolidation, Komatsu Europe cut manual effort, accelerated forecasting, and gained real-time visibility across the business.
- Up to 80% reduction in manual consolidation
- 10–15% faster forecasting cycles
- 2–3 days saved every reporting cycle
From Excel to AI: How EBSCO rebuilt FP&A for speed
Manual reporting and fragmented data slowed everything down. By centralizing FP&A on Board, EBSCO moved from reactive reporting to forward-looking decisions.
With @Adam Hancock @Jennifer Buchanan and Dan Rebella.
ENABLE
Build Capability Faster
How to version a hierarchy without disruption
Learn how to manage evolving structures while maintaining data consistency—so changes don’t impact your planning process.
From guides to guided walkthroughs
Static documentation slows you down. Guided walkthroughs turn instructions into step-by-step experiences—helping you learn faster and apply changes directly in your environment.
Board Academy: Keep pace with what’s changing
Board 15 training is now available, alongside new Analysis and Reporting on-demand courses and regional instructor-led sessions—helping you apply new capabilities faster.
ENGAGE
Support Your Peers
Turn your experience into influence (and a reward)
Leave a review, shape peer decisions, and get a 25$ (or equivalent) voucher plus 150 advocacy points. Don’t forget to claim your points from customer_marketing@board.com.
Write a review on G2
You’re already on Board. Now it’s about using what’s new to move faster—and getting real value from it.
Spring 2026 Idea Exchange Update
One quarter in: what we’re learning from the Board Idea Exchange
When we launched the new Board Idea Exchange, our goal was straightforward: create a better way for customers, partners, and employees to share ideas, follow progress, and understand how feedback connects to product decisions. As we shared at launch, the portal was designed to improve clarity, relevance, usability, and transparency in how ideas are reviewed and advanced.
Now, after our first quarter with the new portal live, we want to share an early progress update.
Our goal: provide better visibility to idea progress
From the beginning, we wanted to add transparency and predictability to our Idea Review process, making status changes visible. We also outlined that once an idea reaches 25 votes, it moves Under Review, where the product team evaluates it and provides a response or clarification before moving to Accepted for Evaluation or Deferred.
Some updates on ideas from the past three months:
- 6 new ideas have reached 25 votes
- 30 have been accepted for evaluation
- 9 have been marked as planned
- 13 have been updated as shipped
How we’re improving signal: categorization and merging
One of the less visible—but important details is our approach to categorizing and consolidating ideas.
As part of our regular reviews, we are actively:
- Assigning ideas to clearer categories to improve organization and discovery
- Identifying related or overlapping ideas
- Merging similar ideas into a single, stronger signal
This is how we triangulate the signals we are receiving from you and use them as inspiration for what we build.
Top categories we’re seeing are:
- Data Model
- Capsules and Reporting
- Platform Administration
- Screen Design
When similar ideas are merged, their votes are combined (without duplication), creating a more accurate view of demand. Instead of multiple smaller ideas competing for attention, they become a single idea with stronger traction and clearer context.
In practice, this means:
- Your idea may be merged into another idea that represents a similar need, perhaps as a different angle or perspective
- The combined idea reflects higher vote counts and broader support
- Our teams use your ideas to build a more complete picture of the problem and use cases
We want to highlight that your engagement matters as much as submission. Voting on and contributing to existing ideas helps build momentum and ensures the most relevant requests rise more quickly.
A small update to our status definitions
Since launch, we have made two refinements:
- Accepted is now Accepted for Evaluation
The meaning is unchanged: the idea has been reviewed and is under evaluation by the product team. - Deferred is now available as a status
This is used for ideas that we do not want to reject, but do not expect to pursue in the near term.
These updates help us be more precise and transparent about where ideas stand.
Thank you for contributing
Thank you to everyone who has submitted ideas, voted, commented, and followed updates so far. Your participation is helping us improve both the Board platform and the way we communicate about product feedback.
We will continue to review ideas regularly, update statuses, and use the Idea Exchange to provide a more transparent view into how customer and partner input informs our roadmap.
Your ideas help shape what comes next. What else would you like to see, let us know in the comments below!
Re: Validation on horizontal Checkboxes
Hello,
Found the issue.
I needed to add a detailby on the lock algorithm since the block using the lock has a detailed by .
Now it is working.
Thanks a lot.
Rgds
Khaleelah
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 analytics and planning layer. Key considerations include authentication via service accounts, performance optimization, security governance, and best practices for efficient data loading. The integration enables organizations to combine BigQuery’s scalability with Board’s modeling and reporting capabilities to create a robust, cloud-based analytics environment.
2. Context
As with many other integrations in Board, BigQuery is a widely used data warehouse platform that is lately increasingly being integrated with Board. While the integration process using the direct connector is relatively straightforward, it does present certain challenges.
For those approaching their first integration, it may raise several questions, so where should you begin your discussions with the customer when integrating with BigQuery?
A recommended integration approach is to use the Google BigQuery connection via the Progress DataDirect JDBC connector, which runs within the Data Pipeline. Please note that this is not a native Board connector, but a third-party connector provided by Progress.
The configuration process starts in the Data Pipeline, where the connection is set up. Next, you define the connection alias in the Cloud Admin portal. Once these steps are completed, you can create the Data Source in the Board System Administration portal.
Using the Board BigQuery Connector, data can be imported efficiently into our Board data models, allowing users to analyse, plan, and report on large volumes of cloud-based data within a governed environment.
3. Content
3.1 Architecture Flow
The typical integration flow looks like this:
- BigQuery hosts datasets and tables in Google Cloud.
- Service account credentials are used by the Datapipeline JDBC driver to authenticate to BigQuery
- The Datapipeline executes queries against BigQuery. Datapipeline is the query execution layer.
- Data is loaded into Board entities and cubes via the SQL data readers
- Board users analyse and consume the data through Capsules, Screens, and Presentations.
This approach keeps BigQuery as the source of truth while Board serves as the analytics and planning layer.
3.2 Configuring the Connection
Before setting up the integration, ensure that the following prerequisites are in place: a Google Cloud project with BigQuery enabled, the appropriate permissions assigned, and access to the required datasets or tables to be queried.
3.2.1. A Service Account in Google Cloud needs to be created – This first step, in particular, must be completed by the customer’s administrator. Below are the guidance steps along with the mandatory files required for Board configuration:
- Generate a service account in the Google Cloud Console
- Assign the required BigQuery roles.
- Download the JSON key file, which will be used in Board for authentication.
3.2.2. Set Up the Data Source in Board Data pipeline
- In Board Data pipeline, create a new Data Source and select Google BigQuery as the connector type.
- Choose your authentication method (most common one is a Service Account)
- Upload the service account JSON key
- Specify the Project ID, Dataset and Location (if applicable)
- Test the connection to validate access
These fields are mandatory to establish connectivity. Once the connection has been validated and the data integration performance assessed, additional advanced settings can be configured to optimize performance further.
3.3 Importing Data into Board
Once the connection is established, data can be imported using Data Readers. You will be able to browse the configured metadata and view the available Projects and Datasets. It is therefore important to confirm with the customer which tables contain the data to be imported into Board.
BigQuery Terminology Mapping
In Google BigQuery, the terminology differs slightly from traditional relational databases:
- A Project is equivalent to a database.
- A Dataset corresponds to a schema.
- A Table remains the same.
Understanding this mapping helps avoid confusion when browsing metadata in the Data Pipeline and when writing SQL queries, especially since fully qualified schema references may not always be required or supported by the JDBC driver.
Supported Import Methods
- Table-based imports: Directly read from BigQuery tables.
- SQL-based imports: Use custom SQL queries for transformations, joins, or filtering.
Mapping to Board Structures
- BigQuery fields are mapped to:
- Entities (dimensions)
- Cubes (measures)
Data types should be carefully reviewed to ensure compatibility and optimal performance.
3.4 Considerations and Challenges
Performance
When integrating with BigQuery, consider the following best practices:
- Use SQL queries to pre-aggregate data where possible
- Limit the number of rows returned during imports
- Avoid SELECT *; explicitly define required fields
- Schedule imports during off-peak hours to reduce load
- Partition and cluster BigQuery tables to improve query performance
Security and Governance
- Authentication is handled securely via Google service accounts
- Board respects role-based security once data is loaded
- Sensitive data can be filtered or masked during the import process
- Access to BigQuery remains controlled by Google Cloud IAM policies
Challenges
- Large datasets leading to long load times
- Data type mismatches between BigQuery and Board
- SQL complexity affecting performance
- Cost implications from frequent BigQuery queries
Best Practices
- Request to have views into BigQuery which match the Board Data Model
- Optimize SQL and reduce data volume early
- Design Board data models aligned with BigQuery schemas
- Use incremental loads where possible
- Monitor query costs in Google Cloud
4. Conclusion
The Progress DataDirect BigQuery JDBC connector provides a powerful and scalable way to integrate cloud-native data with enterprise planning and analytics. By combining BigQuery’s performance and scalability with Board’s modeling, analysis, and presentation capabilities, organizations can create a robust, end-to-end analytics ecosystem.
Re: April CommunityCast and Monthly Mission
Looks like a very solid and well-rounded update.
The AI capabilities are definitely the most interesting part for me, especially in terms of how they could shift the platform toward more proactive, native and insight-driven usage. At the same time, the Excel Add-in stands out as a very practical addition that could significantly ease day-to-day workflows.
Will be interesting to see how these features perform in real scenarios and how they can be adopted into existing applications!
Re: How to use "Export data view to file" function in to export data view layout on server.
Hi Robert,
Thanks for the reply. I was able to resolve the issue. I realized that I had not provided the file name after specifying the path.
Re: Validation on Checkboxes
Hi
No not related to the academy course. I will repost on Platform forum
Thanks
Khaleelah
























