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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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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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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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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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Overcoming Common Challenges
Featuring: Kristine Young is a Customer Success Manager and Community Captain at Board. Challenges happen. This month, Kristine is back—sharing personal insights on driving user adoption across an organization through: Power users and champions Training and enablement User experience reviews Direct business outcomes Listen…
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🎓Did You Know? Board Academy Now Offers Office Hours for Analysis & Reporting!
🧩 Trying to make your Flex Grid actually readable? ⚙️ Not sure why your selectors or algorithms aren’t behaving correctly? 📊 Need help building charts, geo maps, or interactive dashboards? Join our live Office Hours, designed for learners enrolled in the Introduction to Board: Analysis & Reporting On-Demand course. It’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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Community Your Way: Notification Preferences
Get notified the right way—your way. When you opt-in to follow important categories or content in Community, you want to know when updates have been shared. Notification preferences give you options. Learn more here: ❓️What else would you like to see? Drop us a comment. ✅Check out more from this series to maximize your…
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🌟 Academy Rising! Board Academy Q1 Highlights: Growth, Innovation & What’s Next!
Q1 has been a big one for Board Academy — and we’re just getting started! From new courses, learning paths and live events to Board 15 Enablement, there’s been a lot happening behind the scenes. 🎥 Watch the video for a quick look at our Q1 highlights, achievements, and what’s coming next. Thank you for being part of the…
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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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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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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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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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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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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
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May CommunityCast and Monthly Mission
🌱May is here with a brand new CommunityCast and Monthly Mission. April built on a strong March with a number of valuable content contributions that we think you'll enjoy - check them out in the video below. Here are your one-minute, Community updates this month: Many thanks to to April's participants, @Holly Rieke, @Nico…
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Object/label positions changing when exporting PowerPoint
Hello, I am attempting to export a screen to PowerPoint, but the position of the labels I have on screen keep moving. How can I prevent that? Thanks, Chris
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How to transform sub hub user export into a governance dashboard
1. Abstract Effective user governance is a critical responsibility for Board administrators. Monitoring user access, license allocation, enrollment status, and login activity ensures compliance, optimizes license utilization, and strengthens security controls. This article describes how to design and implement a Sub Hub…
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Roadmap Lvl 200, 300
Hi everyone, I’m currently getting started with Board and have already completed the B14 Academy trainings once. I was wondering if there is any official or recommended roadmap for B14 Level 200 (Parts 1–3) and Level 300 (Parts 1–2). My goal is to build a planning solution aligned with the training structure, and I’m…
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Module 216 Section 6: L2 Demo Data Model Dashboard Gauge Configuration Layout "Decimals"
Where is the field "Decimals"? I am creating a Gauge object but the last step (#6) states to set Decimals to "0". But I cannot locate this field in the layout options/data blocks.
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P&L Rule Total Income is missing on my Board Screen
I configured my P&L Rule based on the configuration below. But I am unable to determine why "Total Income" row does not have any values compared to the sample screenshot provided by the Academy on my screen "Profit and Loss Statement - Budget. Please see screenshots below including layout editor and P&L Rule. Board Academy…
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Leve 200 Module 214 Section 4: L2 Demo Data Model Profit And Loss Statement Template
My numbers do not line up (significant numbers of rows are not populated). What am I missing? This is my configuration: From Board Academy screenshot:
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US Economic Outlook: May 2026
Consumer sentiment is near all-time lows, raising concerns about whether it may be signaling a recession. However, sentiment can fluctuate and does not always reflect underlying economic conditions. In the May Economic Outlook, Board’s Senior Economist Boyd Nash-Stacey examines three key indicators used to assess recession…
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Fit to page not staying
at our office, the finance team desks all have ultrawide screens that are 21:9 resolutions. This creates a lot of issues for navigation in Board, because we have to keep on clicking “fit to page” everytime a new screen is opened or refreshed. It becomes unusable for users because the menu we have on the top of the screen…
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Default fiscal period cube + pager
Is there a way where I can apply a default fiscal period via dynamic screen selection based on a cube but also have a pager that will still show the other fiscal periods? I typically need to make a compromise when applying dynamic screen selections based on cube. If i make a mapping cube to assign a default fiscal period,…
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Quarter to date with detail by, but having one block referencing full quarter.
Hi! The intent of this screen would have been to see what QTD actuals are as of month 2 (february) close. Compare february QTD actuals to february QTD forecast Detail #1 by month Compare full quarter forecast to QTD actuals to then calculate remaining forecast to spend I believe I can do #1 by having two pagers, one for…
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Disable group alerts doesn't apply to dataview with multiple rows
Hello, i have a problem with the color alerts in a data view object. In the multiple entities by row options of the data view, disable group alerts is enabled, which to my understanding should disable the color alert in the group headers. But in my case it doesn't. In fact the disable group alerts option doesn't change…
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Identify hightest/max value of a cube - without time entity
Hi community, I have a source cube (data type single) with four entities, but no time-entity in it. I want to identify respective to save the highest value/number of any existing entity combination of the source cube in a target cube, which has only a dummy entity. I tried it with the "MAX(a)" algorithm as expression, but…
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Distinct count total
Hi there, i created a few blocks which are you using aggregation distinct count on an entity. when i am adding multiple entities into rows i don't have totals? How can i fix this? Secondly the Grand Totals don't make sense. any idea why? maik
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Global user meta variables not working in new data model security
Hi everyone, I'm currently facing an issue with Data Model Security in Board and would appreciate some help. I created a new Data Model and I want the security behavior to work exactly like in one of my existing models. In my existing model, data visibility is restricted successfully based on global User Meta variables. In…