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.
-
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
-
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…
-
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?
-
level 200, Module 209: I am not able get the same results, the values are different
-
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
-
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…
-
Level 200. Modul 209: The values are not matching, can you help me with this about the mistake
-
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
-
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.
-
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.
-
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…
-
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
-
Request to Extend Instance Validity Period
Hello. I'm studying Board Developer Path Lv.200 now. But, the instance used for training will expire on October 3, 2025. I would like to keep using it for studying Board. So, is it possible to extend the instance's validity period? Best regards.
-
Level 200, General Issue: Data Views are empty
Hello, I am currently completing the Level 200 training course. I am currently on Module 214 (Sales Report), but I don't think that is relevant to my problem. The problem I am having is that none of my data views are displaying anything on any of the screens I have created so far. All other graphics (pie charts, Cartesian…
-
Level 200 - Training environment expired
Hi, I was not able to complete level 200 training due to other commitments and different assignments from company. I really would like to restart it to complete the training however I got the message on the page that the course is expired. Is it possible to reset the training environment. Thank you.
-
Level 300 Part 2 - 308 Functional Test
Hello Team, Im facing issue in completing Functional test - Ques 9, change the User to EMEA Approver role. Navigate to Sales planning adjustment screen and select the countries. After changing role it does not allow me to go to screen and gives the error message as "Access denied. you are not allowed to access this…
-
216 Section 14: Build Revenue by City Pie Chart
Hi - so after creating this pie chart, it displays the split by city accordingly, but is the split based on GBP revenue? That's the logical way to show this, but how does it know to display it appropriately by using the GBP revenue (data block a) rather than LC revenue, when both countries Italy and UK are selected? I…
-
B14 216: Section 1, step 6 - 8
Click on [...] at the right end of the "Currency" Entity to apply a dynamic selection based on a Cube. Select the "ACT - DF - Profit and Loss Statement LC" Cube from the drop-down "Cubes" list. Can I get some help understanding the logic here? What exactly is a dynamic selection doing using that P&L LC cube? What is it…
-
Can someone please extend my Board training instance? The person responding doesn't follow through
I keep on getting this everyday and I've asked multiple times for someone to extend my Board training instance. @Gavin Murray keeps on responding but hasn't followed through. Please just extend my Board training instance by 20 days. Please refrain from telling me to not worry until after it has been extended please.…
-
Please help me extend my Board training instance
Here is what I see in the new courses that ask me to setup my Board training environment. then when I click on View details → do I click on restart? I'm paranoid it'll clear everything I've done.