Board Community
Discussion List
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📱Introducing the BoardConnect Mobile App - Board Academy and Community at Your Fingertips!
Board Academy and Board Community are excited to announce that the BoardConnect mobile app is now available to download from the Apple App Store and Google Play Store. Available to customers, partners, and employees, BoardConnect makes it easier to learn, connect, and grow with Board—anytime, anywhere. 📱 Scan the QR code…
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INTRODUCTION TO PLANNING & PROCEDURES ONDEMAND: Beta Testing Course
INTRODUCTION TO PLANNING & PROCEDURES ONDEMAND Beta Testing Course Your feedback counts. The Board Academy team is excited to invite Board employees, partners, and customers to be among the first to experience our new Introduction to Planning and Procedures OnDemand course. Your feedback will help us refine the course,…
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Security Update: Board is not affected by PHP2Shell (CVE-2026-109618 / CVE-2026-109619)
Dear Board community, You may have seen this week’s news about PHP2Shell, two critical remote code execution vulnerabilities in the PHP language runtime, disclosed on October 20 and patched by the PHP project on October 21, 2026. We want to reassure our customers and partners right away: Board is not affected. The Board…
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Monthly Customer News Update - October
The Better Habits Edition Small ways to make Board easier to use, manage, and improve. This month’s edition is about the small habits that make Board easier to use, manage, and trust every day. From quick learning resources and access checks to better screen design and peer examples, these are practical updates your team…
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Field Notes: Why Numeric Calculations Can Produce Unexpected Results
Author: Community Captain Björn Reuber is a Tech Lead at Board When working with numeric values, it is important to understand that not every decimal number can be stored exactly in a computer. In my role, I have experienced this challenge on numerous occasions. Many systems use floating-point numbers to store numeric…
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Introducing Board Screen Design (BSD): A New Standard for UX/UI Excellence Across Board
Board Screen Design Brings a Shared, Living Set of UX/UI Guidelines to Every Board Maker This initiative is led by the Application Design Team (ADT), a dedicated unit within Board's Professional Services Center of Excellence. The ADT exists to make sure every solution built on Board — whether a project in active…
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September Wrap-up with Board: 5 minutes - Board Community
September was an exciting month in the Board Community! From new learning resources and expert insights to practical design guidance and opportunities to connect with fellow members, there was plenty to explore. Whether you're looking to sharpen your Board skills, discover best practices, or find inspiration from your…
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Field Notes: User-Configured Reports
Featuring: Samir Jones is a Developer - Attollo AB and Community Captain In large-scale Board environments, managing unique reporting requirements for hundreds of users can quickly become a maintenance nightmare. As a developer, you often find yourself caught in a cycle of creating near-identical screens to satisfy…
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Field Notes: Practical Tips From Professional Services
Featuring: Eric Laurin is a Principal Solution Architect and Community Captain In Professional Services, new challenges often uncover practical lessons that can benefit the broader Board Community. The Board Platform offers many powerful capabilities, but some helpful options may not be immediately obvious. In this edition…
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October CommunityCast and Monthly Mission
🍂 Happy October to all our new and returning members! Fall is in the air and we're back with our October CommunityCast and monthly video recap to go over August and September's highlights. We have a lot to cover and you can find all the latest and greatest from Community below. Here are your one-minute, Community updates…
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Pioneering Research and Ideas for the Future of Agentic Planning
🚨 Today, we’re launching BoardAI.com - a new digital destination from Board exploring the future of Agentic Planning. It’s where we’ll share pioneering ideas, research, frameworks, perspectives, and emerging AI concepts that look beyond what planning tools do today and toward how work, decisions, and human-agent…
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Deprecation notice: en-150 (English - Europe) locale
Important notification from Board Board is deprecating the en-150 (English - Europe) locale in the Subscription Hub. As a result, customers using en-150 may see different thousand and decimal separators in some environments. What has changed? The number format associated with en-150 has changed in newer CLDR definitions.…
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New in Community: Strategic Best Practices for Board Foresight
We’ve expanded the Foresight Best Practices library with five new resources focused on an important part of successful forecasting: what happens after the model is built. Our existing Best Practices provide technical guidance for building, validating, and maintaining high-quality forecasting models in Board Foresight. The…
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UX Research with Samanta Fink
Featuring: Samanta Fink is a Senior UX Researcher and Community Captain at Board. Meet Samanta Fink and learn about how the UX Research Team's work provides customers with a unique and impactful opportunity to be part of the present and the future of Board. Customers interested in participating can: Join a research session…
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Field Notes: Why Data Readiness Matters More Than Ever
Featuring: Rob Mole is a Board Team Lead - Retail and Community Captain Having been involved in many software implementations and Board deliveries there is one lesson that is becoming increasingly important with the ongoing interest and growing focus on AI as an asset to a business. The foundation of a successful Board…
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Announcement: Update IP Allow List by 1 November 2026
Dear Board Community, We would like to inform you about an upcoming Board Cloud infrastructure update that may require action from customers who use IP allow lists to manage access to Board Cloud services. As part of our ongoing infrastructure improvements, Board will add additional inbound IP addresses from 1 November…
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📣Introducing BoardBytes: Quick Learning for Everyday Board Tasks
We’re excited to announce the launch of BoardBytes, now available in the Academy Microlearning Library. BoardBytes are short, practical 1–2-minute videos created to help you learn, refresh, and complete simple Board tasks quickly. Whether you need a quick refresher or want to confirm the right steps, BoardBytes give you…
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Value Realization with Kristine Young
Featuring: Kristine Young is a Customer Success Manager and Community Captain at Board. Kristine returns this month to talk about value realization. Listen and learn as she talks about common behaviors that help customers continually realize and expand the value of Board over time: Board as a strategic platform Internal…
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Economic Currents EU Edition: Third-Quarter 2026 Outlook
A note from our Chief Economist This is the European companion to the inaugural issue of Economic Currents, Board’s new quarterly perspective for retail, CPG, and manufacturing leaders. If there’s one message I want you to take from this report, it’s that “resilient” and “confident” are not the same thing, and Europe this…
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Economic Currents U.S. Edition: Third-Quarter 2026 Outlook
A note from our Chief Economist Welcome to the inaugural issue of Economic Currents, Board’s new quarterly perspective for leaders in retail, consumer packaged goods, and manufacturing. We built this newsletter around a simple premise: the headlines about the U.S. consumer and the underlying data often tell two different…
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Board 12 End of Support: Key Dates and Upgrade Guidance
Since the release of Board 12.6, Board has continued to support the version while also introducing newer generations of the Board Platform. Board 15, the most recent release at the time of publication, represents a significant step forward in the continued evolution of Board technology—offering an enhanced user experience,…
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New Process for Accessing Board Software Installers
📢 Announcement: We are updating the way customers with on-premise deployments access Board software installers. Installers for Board versions B12 and B14 will continue to be available through the Community. ➡️ To access the latest B15 versions and patches, please open a ticket with Board Support and specify the version and…
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New Feature: Follow Members and Stay Connected to Conversations That Matter
Community is strongest when members can easily find each other, learn from one another, and keep up with the people who inspire them. That is why we are excited to introduce member following, a new way to stay connected with the people whose contributions, questions, and ideas matter most to you. What is member following?…
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📢 Join us! Shape the Future of Board
Are you a Planner or Solution Maker using Board for FP&A, Financial Consolidation & Close (FCCR), Supply Chain Planning, or Merchandise Planning? The UX Research team is looking for customers to participate in a 60-minute remote research session to better understand how you create and utilize planning and reporting…
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Where and how to ask a question? 🤔
Have a question? Let´s see our options - Forums and Support Portal: Forum = inviting everyone to participate in the solution Support ticket = creating a formal request of help for a specific issue Speaking of Forums, it’s important to know the distinction between the two main of them in the Community: Platform Forum 📊 This…
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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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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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Bitte Instance verlängern
Hallo, kann bitte jemand meine Trainingsumgebung verlängern? Sie läuft am 23.10.26 ab. Danke! Gruß Steffi Lange
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Modify Format in Label Text Algorithm
Hi, I am trying to format a value displayed in a Text object in Board 14. My goal is to show the progress of the current period as a percentage with one decimal place, for example: 17/22 = 77.3% I first created the full calculation in a single Text object expression. Since the formatting did not work as expected, I split…
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Level 300, Module 305 - Functional Q1, new items not visible
Hi everyone, I’m stuck in Functional Test Question 1 for Level 300, Module 305. Despite reviewing the steps multiple times, I still can’t see all the objects created during the course. I’ve checked the cubes, the procedures, and confirmed that the products exist, but I’m still unable to find all the objects. Of the three…
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Level 300: Module 305 /306 - Planning expansion: New product planning based on drivers
Hello everyone, I’m unable to tick the boxes on my list, yet in the test module it asks me to check some boxes. Any idea why? Screenshots attached. (1st: my list, 2nd: the training)
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not able to complete topic functional test incomplete, as not able answer the accurate value
not able to complete topic functional test incomplete, as not able answer the accurate value, as due to some task is not working like actual sales is not showing in my screen. and not able to track the same. and not able to complete the test task.
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BOARD 15.1: KPI Labels show N/A instead of 0 when no records match the current selection
Hi Board Community, I'm working on a dashboard in BOARD 15.1 and looking for a reliable way to display 0 instead of N/A in KPI Labels when no records match the current selection. The example below uses generic names to describe the configuration. Expected behavior The dashboard contains KPI Labels showing record counts by…
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I am receiving mail regarding instance permanent deletion, want to extend the same. please extend
I am receiving mail regarding instance permanent deletion, want to extend the same. please extend the Level 300 part 1 to 1 week.
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Error after switching Data View to a different Data Model when "Multiple Data Models" is enabled
Hello, I would like to clarify whether the following behavior is by design or a bug. Scenario A screen is initially configured to use Data Model A. The "Multiple Data Models" option is then enabled. Afterwards, the existing Data View is changed from Data Model A to Data Model B. Immediately after changing the Data View, an…
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Training environment doesn't work
Hello, I receive an error message when I try to connect at my training environment: https://trainingacademy.board.com/a44-sandw9t6bweb/ Could you solve the issue please? Thank you.
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dataview > data-entry on block using "detail by" feature AND cells locked by cube
Hello, I have this situation: one dataview having a few blocks. one block of this dataview: uses the "detail by" (layout > block > detail by > select one entity for the detail by) function. has data-entry enabled uses the "suggested values" function using an entity and its members This works. The dataview is shown, i can…
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Instance Expiring
Greetings! This is to request an extension on my instance. Kindly provide me with one. Thanks.
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Level 300 – Wrong values for the last 4 accounts in Expense Planning
Hi everyone, I’m stuck on a Level 300 planning exercise because the final output does not match the expected result. Almost every value in my Annual Expense Planning table is correct. The issue only affects these four accounts: 8920 Office Technology: Software 8930 Office Technology: Hardware 8030 Global Marketing…
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Level 300 Exercise – Incorrect values for Indirect Costs after allocation
Hi everyone, I’m stuck on a Level 300 planning exercise because the final output does not match the expected result. Almost every value in my Annual Expense Planning table is correct. The issue only affects these four accounts: 8920 Office Technology: Software 8930 Office Technology: Hardware 8030 Global Marketing…
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Instance extension
Hello, would you please extend my Trainings-Instance? It will be deleted in 2 days otherwise. It is the instance for this course: Introduction to Data Modeling OnDemand Thank you
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Training Environment Instance Help
Hello, my training environment instance will expire next week. Can you please extend my instance? I need to finish the course "introduction to data modeling onDemand". Thanks for your help!
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Background Menu
Hi, does anyone know how to change the background color of the menu
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Logfile for Data loading in cube
Hi Team, could you please help me to find which log file has the details of data load happen in a a cube against on a selection of one its dimension. Thank you for your support.
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Rules not working in DF
Hi, I have a case when I tried to populate a cube by using rules in a Dataflow. It used to work before, and the rule still applied correctly in the dataview. However, it stopped working in the DF steps in procedure, which using the exact same rule as in the dataview. I tried to remove all the formula setup in unrelated…
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Move or copy screen from S1 to C1
Morning, how do I move a newly created screen from S1 to C1? br, Maik
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Process time to get to Analysis
Hi, Currently in all of our instances, it often takes more than 5 mins just to to go Analysis part when we wants to review a cube/entity to improve the performance. Any of you can help providing information regarding which factors decide the Analysis Process time so we can try troubleshooting the root causes? Thank you!
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M365 Add In - Flatten Tables
Is there a way to flatten the pivot table in the M365 Add in using excel? For example - where you have two different entities in the rows it seems to nest them so you can expand and collapse them - all in the same column. Ideally I'd like to show them as two separate columns. Eg if you have division and customer - it would…
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Introduction to Board: Analysis and Reporting OnDemand - Extend Training Instance
Hi Team- This is regarding the trial trianing instance for the course provided on - Introduction to Board: Analysis and Reporting OnDemand Request you to please extend the expiration of the training instance for f
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Apply Selection to Layout Block - Chart / Dataview
Hi i would like to change the apply a different selection to a block however I receive an error in chart and dateview: When i change it manually it works. Interestingly despite of the error trackball is still showing but with the wrong numbers. Any idea what the issue is?
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Training Environment Instance Help
Hello! My training environment instance will be deleted on October 4, 2026. Would it be possible to extend this period? Thank you in advance for the help.
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Screen select
Hi Team, not able to find the option screen selection, can please provide the details from where i get the screen selection
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How to use capsule procedure to apply selection to Layout Block
Hi Board Team, I need to force a selection to a data block. Instead of manually changing it every time from design mode Block Reference, I tried to use capsule procedure to make it dynamic. use dynamic selection to select current month use Apply Selection to Layout Block But the following procedure is not working. Could…
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I'm on Board 15. How to remove row format templates "Symbol Before" on a specific block?
See highlight in yellow. The format template has $ sign on the EPS. But I have a % variance…. I don't want a $ sign on my % variance.
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Turn External Signals into an Early-Warning System
How to move from simply monitoring indicators to defining when a change should trigger a planning response. THE CHALLENGE A Signal Is Only Useful If It Changes a Decision Organizations often monitor large numbers of economic and business indicators. Monitoring alone does not create action. The value of a signal comes from…
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Architecture Question – SQL Server On-Premise Integration with Board in Cloud SaaS
My client currently has an internal application dedicated to budget preparation and real estate invoicing. The solution was historically developed using SAP BPC Microsoft, with a SQL Server On-Premise database. Over the years, due to the volume of data and the complexity of the calculations, a significant part of the…
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expired instance
Hi team, My instance in "Introduction to Data Modelling on Demand" expired. I was wondering if an extension was possible. Thank you and warm regards!
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