Academy Q&A
This forum is dedicated to Board platform questions, generally applicable to all members.
Please select 'Yes' if a response answers your question to better identify possible resolutions.
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Procedure Selection step bug B14 Level 200: 212 Module
Hello Team, I am following the B14:212 module and I am working on the BUD - Consolidate Budget into P&L Data Model Procedure section after following every step, I am stuck at the Sales Procedure group step 2. The UI that is supposed to allow me to select an Entity which is not working. I also checked the…
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Level 200: Module 216: I am not able to scroll down and view the net income, total expenses
I have got all the functional test right but at the end I am not able to view the Net income, Total Expenses and other details. Is there any wrong in my P and L rules, I have attached my P and L rule also
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I used Board level 200 part 1 training instance to complete everything through part 3
LINK: https://trainingacademy.board.com/a27-emilqzsabweb/en/capsules Now when I download the zip files, a lot of the folders are empty. Is it intentional that the procedure folders are empty? Here's the zip files. https://us.v-cdn.net/6037492/uploads/AUUE056XIMPP/board.zip I guess, I cannot actually tell if the zip has…
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Level 200: Module 207 Pressing button "Apply 5% increase" empties column CY budget
After clicking on Apply 5% increase the CY Budget column is empty. The Label uses procedure BUD - Increase Sales Budget by 5%. I checked formula of Data model procedure BUD - increase Sales Budget by 5%. It is set correctly to a*1.05 as you can see in the 2nd screen. Any idea where the error might be? I repeated all the…
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Level 200: Module 211 and 212 after completing 211 and functional test not able to view data
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Module 212: Not able to view the values after Update P and L
Previously i had pasted all the screenshots regarding the issue, one thing i noticed now is after completing all the processes , the screen is popping results of 2024. But according to the steps it should be of year 2023. Is there any problem with the year. if i select year 2023 in the play mode i am getting values similar…
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Level 200: Module 212, I am not able to view the data after validating Update PandL
Based on the previous reply I confirmed all the procedure and layout of the cube the size is 0kb and double checked everything. One thing i noticed was in sales planning i am not able to view the data (it is popping a message as No series). I have attached the screenshot of that also, please help me with this issue
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Level 200: Module 212 : I am not able to view the P and L screens Values, it is displaying blank.
I have attached all the screenshots please help me with this
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Done with my Board training, and downloaded my zip files
I noticed it says download capsules and data models. It doesn't mention procedures or other stuff. And now, accordingly, procedures for example are all blank in the zipped folder, and a bunch of other folders are just blank. After doing this training, because I found it very helpful, I wanted to download ALL the files in…
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Module 209 Section 12: L2 Demo Data Model New Procedure ACT - Expenses Data Load Steps
I am trying to complete step 4, but there is nothing to select within Selection. How do I fix that?
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level 200, Module 209: I am not able get the same results, the values are different
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Level 200: Module 210: Copy paste objects the values are not getting paste with the same results
Copy the "LC Data View" object from your "Expense Actuals"Screen and paste it into the Tab object on the "Expense Planning" Screen. I have shared the screenshot where if i copy the object and paste it in expense planning the values are not correct and also the variance and variance % are missing . Please help me with this
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Is there a one-stop shop for keyboard shortcuts?
As most FP&A folks are, Excel is my comfort zone and over the years I've grown fond of my keyboard shortcuts. I'd like to see if there is an easy way to learn keyboard shortcuts in Board to help me transition into this. I'm being assigned to be a Power User for our implementation, and want to hit the ground running, but…
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Level 200. Modul 209: The values are not matching, can you help me with this about the mistake
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Level 300, Module 306 Functional question 2 problem
Unable to enter data in Indirect Global Expense Planning template. Cube used in the template I enabled the Data Entry. Can please help me in this
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B14 204: Section 3
Per the training screenshot the total count for Salesperson should be 122, but mine shows 128. I am not sure how to fix this.
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B14 203: Data View not populating
The data view is not populating to match what is shown in the training. My data view: Training data view: My data readers do not have any discarded data.
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Level 200: Module 206 Default Entities (Select budget version)
On the "Sales Planning" screen, when I open the Toolbar menu and then the "Select" panel, I can't find the "Version" entry.
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Level 200: Module 206; CY Budget on Sales Planning Screen
On the "Sales Planning" screen, when I run procedure to initialize the budget, no data is populated in the "CY Budget" item. I have reviewed related inquiries, but the issue remains unresolved on my end. I would greatly appreciate any help or guidance. Data View configure layout Capsule procedure Data model procedure…
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Please extend the level 300 part 1 training environment.
Dear team, Thanks for you, the level 300 part 1 training environment was extend by 1st October 2025. But, I can't complete it due to the time constraints because of my job using "Board". I would like to extend the instance to complete the level 300 part 1 training. Would you extend my level 300 part 1 instance? Best regards
