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The Future of Planning Isn’t Another Chatbot: Board Introduces Supply Chain and Merchandiser Agents
New AI Agents deliver continuous, governed planning decisions — intelligence connected to a continuous plan, not isolated answers BOSTON — June 24, 2026 — Board, the AI continuous planning platform, today announced the availability of its new Supply Chain Agent and Merchandiser Agent, expanding its growing portfolio of…
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Co-Innovation in Action: Designing the Next Generation of AI Experiences
Last week in Paris, we brought together customers, partners, product leaders, UX designers, solution experts, and AI specialists for a three-day AI Design Innovation Lab focused on focused on how AI can help organizations plan, adapt, and decide with greater confidence. The goal was not to discuss AI in theory. It was to…
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Flexible by Design, Successful by Discipline: Getting Board Implementations Right
Featuring: Lucas Charello, Senior Board Consultant at Kiwika and Community Captain. One phrase comes up often in Board EPM sales conversations: “You can build anything you want.” It reflects one of Board’s greatest strengths, but without the right discipline, that same flexibility can become a source of complexity. Board…
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The Board Community Experience Survey 4.0 is here!
We want your feedback! In an effort to keep the Board Community growing and thriving, we're reaching out to you, our valued members, for your thoughts and recommendations for taking our Community to the next level by taking part in version 4.0 of the Community Experience Survey. This brief and anonymous 10 question survey…
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Value Realization with Kevin Gough
Featuring: Kevin Gough is a Customer Success Manager and Community Captain at Board. Value realization over time isn't accidental. It's intentional. This month, Kevin Gough is here to talk about how he's seen customers maximize value in meaningful ways. Operationalize early Invest in internal champions Prioritize depth…
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🎓Discover What’s New in Board 15: A Customer Guide to the Latest Innovations
Are you planning your move to Board 15 or looking to learn more about its newest capabilities? We're excited to reintroduce our customer learning course, Getting Started with Board 15: What's New for Customers, a great resource designed to help you understand the latest innovations in Board 15. You may recognize this…
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Monthly Customer News Update - June
The Continuous Planning Edition The pace has changed. Your planning should too. Whether you’re managing volatility, scaling operations, or trying to reduce spreadsheet chaos before it evolves into an unofficial operating model, planning can’t wait for perfect conditions anymore. This month’s edition explores how…
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EU Economic Outlook – Mid-Year Review 2026
As Europe enters the second half of 2026, economic growth remains intact—but the outlook has become more complicated. Energy market disruptions, renewed inflation pressures, trade uncertainty, and growing fiscal challenges have shifted the balance of risks across the region. Despite these headwinds, the EU economy is…
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9,000 Members and Growing: Celebrating the Power of Board Community
We’ve reached a meaningful new milestone in Board Community: 9,000 members! Whether you joined recently or have been part of the Board Community through every phase of our growth, we’re genuinely so glad you’re here. This milestone reflects the collective knowledge, curiosity, collaboration, and engagement of Board…
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Automating Daily Sales Visibility with Board’s ‘Send To’ Feature
Featuring: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain. ERP transitions often create reporting challenges, especially when critical data exists in both legacy and new systems. During our transition to a new ERP platform, Board helped us bridge that gap by consolidating data from both…
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June CommunityCast and Monthly Mission
🚣Summer is approaching rapidly but the June CommunityCast and Monthly Mission are already here. May was rich with content and two particular additions to Community we think you should check out - learn more about those in the video below. Here are your one-minute, Community updates this month: Many thanks to to May's…
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Cube Maintenance Strategy
1. Abstract Over time, Board applications accumulate large volumes of historical data and obsolete sparse combinations, which can negatively impact cube size, performance, and maintainability. While standard clearing operations are commonly used to enforce data retention policies, they do not physically remove data…
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How to overcome the challenges of a Weekly Fiscal Calendar
1. Abstract Managing a Weekly Fiscal Calendar presents a recurring challenge for organizations operating with 52- and 53-week Fiscal Years. The presence of an additional week disrupts like-for-like (LFL) comparisons, distorts year-over-year variance analysis, and complicates budgeting, forecasting, and reporting processes.…
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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…
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How to display images stored in the Google Cloud Storage
1. Abstract Displaying images stored in Google Cloud Storage (GCS) inside Board is straightforward - as long as the URL is constructed dynamically through Board algorithms and secured with a valid signed URL. As Solution Architects, our objective is to provide a clean, modern pattern where Board remains lightweight while…
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2026 Community Captains
📢 We'd like to extend a warm welcome to our new 2026 Community Captains! Your contributions to the Board Community strengthen learning, model excellence, and reinforce our shared commitment to accelerating growth. ➡️ Follow along to watch this list grow throughout the year! 🙌 Welcome back to our returning Community…
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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. 1. Abstract Rules applied to an Entity are widely used in Board to support aggregation logic within reporting structures. A common example is a P&L Reporting Line…
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Analyst Review: Gartner Peer Insights (multiple opportunities) (150/50 points)
Board is working with Gartner Peer Insights to publish independent ratings and reviews of Board and would like you to participate, starting with a quick click below. Your review is anonymous (only information about your company industry, company size, job title, and geography are displayed). Leaving a review should take…
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How to use Nexel to select custom time periods
*NEW - includes video demonstration. Build Along with Board Follow along as we bring this step-by-step guide to life. Quick reference: 4:32 - Custom time period selector 7:23 - Create members 8:38 - Create the cube 10:09 - Create Nexel layout > complete Nexel process begins here 1. Abstract While conducting reporting, the…
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The new Board knowledge base is here!
Following the Board 14 release, consisting of a brand-new user interface and improved user experience, we are proud to announce the new Board knowledge base! The new Board knowledge base replaces the Board Manual from version 14 and newer as a support center for helpful resources that reach beyond only documentation.…
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Groups FAQ
Welcome to Board Groups! We’re glad you’re here. What is a Board Group? Board Groups provide dynamic opportunities for members with similar interests, shared challenges, and business goals to solve problems, share key learnings, and foster meaningful connections. Created as an opportunity for valued customers to take the…
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How to Edit the Max Item Number
*NEW - includes video demonstration. 1. Abstract The Entity ‘Max Item Number’ is used to reference data stored in a Cube version. It determines how the data pages are physically stored and influences performance as much as dataflow execution. 2. Context The amount of master data will increase during an application…
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Detail by Month, adjoining blocks
So this is my desired output in terms of how the columns are ordered. By MONTH: Actuals Forecast Variance I tried seemingly every which way to get this achieved result, and the only way that "almost" works is doing detail by for all 3 blocks, but adding "order" and keep top 3, for all 3 blocks. But ascending in this…
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Conditional formatting of data labels in the Waterfall Chart Object
Hi everyone, I'm working with the Waterfall Chart Object and I'm trying to apply conditional formatting to the data labels (the values displayed above each bar). My goal is the following: Positive values → label displayed in green Negative values → label displayed in red For example: +200 → Green label+180 → Green label+30…
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Flex Grid Configuration Issues : Locked Cells and By Column properties issues.
Hi everyone, I'm trying to recreate the Flex Grid layout shown in the screenshot (I've hidden the cube names, hopefully that's not an issue). In Cube 3 (Block C), I enabled Data Entry and set Detail By = Column: Month. Data entry is locked by Condition Block G, which is an algorithm also configured by Month. Due to the…
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How to calculate the data among the entity members of same entity
i have a entity called "Test" members of its entity are Test1, Test2, Test3, Test4 Now i need to do a calculation such that Test1+Test2-Test3 and store this value against Test4. can you please help me in this. Thank you for support
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Academy B14 204 - Data not loading appropriately
I've followed the steps closely but can't seem to get the data to load in the data view as it should. The Units and Sales data reader correctly records 13k valid records, and Location, Material and Product data readers are all fine too. Very confused as to what's wrong
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Cartesian bar chart, bars move too far away from the x-axis when there's a slight negative number
The negative amount in this case, is that tiny green sliver in FY22, FY23, and FY24… but it moves everything so far away from the x-axis that it looks jarring. I can't find a workaround here that will be dynamic for several users, using the same screen.
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Substitution formulas in column headers are inconsistent, and break sometimes. cannot figure out why
Here are some examples: In the main layout this works fine, but in a drilldown, the substitution formulas break. Here's another example: "@Version total" should be "FY26 Forecast (Apr) total", but I have other screens where I have the same setup, but it totally works If I can at least understand why it breaks, I might be…
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Level 200 – Could you please extend the expiration of the training environment?
Hello,Unfortunately due to time constraints, I will not be able to complete the Level 200 training I started within the allotted period. Would it be possible to extend the instance? If not, please reset the training environment after it expires. As for my progress, I have completed the course up to Module 204. Thank you.
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Will the board still load rows into the cubes if the entities have NULL values ?
Hi everyone, I'm currently facing a problem where some rows can't be loaded into the cubes. Some rows are loaded without any issues, but others are not. For example, rows where the entity is_productive = 1 are loaded into the cube, but rows where is_productive = 0 are not loaded at all. One important detail: for the rows…
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Show Groups as unbalanced Hierarchy
Hello Friends, I understand we have a limitation on Board where when we use Show Groups as unbalanced Hierarchy as below,it will not show the level one if level 2 entity has only 1 member My P&L has 2 levels , was using the "Show Groups as unbalanced Hierarchy" for Totals, but unfortunately i have other members in level 1…
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Customer Success Spotlight Series
Long-Term Success with Board Overcoming Common Challenges Value Realization
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Month entity without year
Hi, I'm using a dataview for sales analysis. On the rows I have the year entity. I need to put the month on the columns, to get 12 columns of data (1 for each month). If I use the Month entity I get one column for each month of each year. My Year entity has 5 years, so I get 60 columns. Can the month name be extracted from…
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Missing alignment of the legend in the cartesian chart
Hi Team, Initially, I have cartesian chart with single data block. Then the alignment is fine. Now due to requirement change I have to add another block despite it is hidden. The alignment of the names is not matching with the icons in the legend. Could anyone please help me to fix this issue. Thanks & Regards, Vanam Pavan…
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Decimal points is being replaced by datareaders
Dear, Im facing an issue with the data readers whereby a value 37500.00 is being uploaded as 3750000 Grateful for guidance. Rgds
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How to get last closed month desc
Hello I have a button on my screen where i can re-initialise data for opened months based on the last closed month data. So i have a button "re-initialise forecast months based on last month (display the lastmonth) actuals" In below example my laste month is Dec 24, im trying to a do a filter on block d, but block d is not…
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Latest Value Per Month
I have a cube by Employee, Cost Center and Day. I would like to populate a cube which is by Employee, Cost Center and Month with the latest value (as close to the last day of the month as possible) for each Employee, Cost Center combination as shown by screenshot. Doing an extract reload unfortunately does not work as…
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block algorythm (downtotal) incorrect
Hi all I would like the down total of Pot Displacment in a seperate column. Which i tried in column dt(h) however it gives me a different result i want to -63.098. any idea what is wrong? Thanks maik
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How many unbalanced hierarchy maximum on a cube ?
Hello, I would like to knwo if there is any known limit on the number of Unbalanced Hierarchies that can be used in a cube and if the Board 15 Version changes something ? Thanks
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Board 12 to Board 15 migration - old #/upload screen not editable
Hello everyone, I’m currently migrating an application from Board 12 to Board 15 and I’m facing an issue with an old upload screen accessible through a URL like: https://myapplication-c1.board.com/#/upload The screen contains several upload file sections “Requests”, “Present”, “Budget” etc.) with Upload buttons. The main…
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Level 300 - Training Environment Errors
I'm constantly encountering system errors. I've tried RESTART and RESET, but the system still doesn't work smoothly; it crashes every 3 minutes or when running a procedure.
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Dynamic File Name based on Entity Member.
Hi Guys, I am exporting a layout to the server, and I need the output file name to be dynamic based on the selected entity member in the procedure. For example: If the Data Category is Entity and the selected member is Actuals, The generated file name should be: Actuals_Report.csv Could anyone guide me on how to achieve…
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Chart preview behaviour in layout editor
Hi everyone, We are observing a behavior in the layout editor where the automatic update does not take effect in the chart preview. This occurs when changes are made in the data block or under “Filter and Sort,” and can be reproduced in various configurations and screens. Is this behavior already known, or is there a…
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My training environment keeps having issues
Hello, My training environment has a lot of issues, is this due to the latest update? thanks
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Level 300, Module 302 : How do I get access to All the source files used in the entire application ?
Hi Community, I have started the Level 300 course from the Academy and I am building the application on my local host rather than the live training instance. How can I get access to all the source(.csv) files used in this entire application? The Files have not been provided in the zip file available during the training…
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214 Section 2: L2 Demo Data Model ACT - Expenses Data Publish screenshot
The steps listed on ACT - Expenses Data Publish Data Model Procedure is not consistent with the following screenshot immediately after the steps. However. On the screenshot it lists not only Month, Store, Account, Currency but also "product" Enlarged screenshot below:
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LEVEL300, Module305: Regarding Functional Test Question 1.
Dear Board support team, LEVEL300, Module305: Regarding Functional Test Question 1, I received the following results. However, it was marked as incorrect. I am unable to proceed and facing significant difficulty. The setup was performed following the steps outlined in "Build the planning expansion: New product planning…
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Level 300, Module 306 : Stuck on functional test Q2
I've been stuck on question #2 in Module 306 it still returns incorrect result. These are my Expense Planning values. I've reviewed the building steps and procedures multiple times based on the training instructions and everything was correctly set. Kindly provide assistance how to resolve.
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Use Fabric as a Source for Board OnPrem 14
Hi to all, i want to use Fabric Tables and Views a a Source for Board OnPrem. Has someone successfully connected? How did you proceed? What did you use? SQL or API? Kind Regards
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300 in 303 planning expansion Functional test solution question:1 and I have unable to find answer
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Is Row Number/Counter Possible in Export DataSet
i am trying to export a report and i want a row number, or else it would be helpful if i can insert the row number/counter values through data reader in etl