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3 Q's with Fethi Zerara, FP&A Consultant
Featuring: Fethi Zerara, FP&A Consultant and Community Captain Learning how to use Board is a journey but one that can yield truly incredible results. This installment of the Community 3 Questions series is a conversation with one of our more experienced members, Fethi Zerara, as he shares his thoughts on the Board…
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The importance of documentation for long-term success: Deployment documentation
Author: Lucas Charello is a Community Captain and Senior Board Consultant at Kiwika. Hello, Community! My name is Lucas Charello, and I’ve been working at Kiwika for almost three years as a Senior Board Consultant and Project manager. Today, I’m excited to bring up a big topic that is sometimes overlooked: The importance…
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New Course Launch: Go To Market: FP&A Solutions
We’re excited to announce the launch of our new eLearning course: Go To Market – FP&A Solutions! This course is designed to equip you with the knowledge and tools to confidently position and sell our FP&A solution. Whether you're generating leads, delivering demos, supporting customers, or enabling partners, this course…
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2025 May Badge of Impact
May is here and with the start of a new month we're very excited to share with you a new video series called CommunityCast. In this series, we'll be providing a quick round-up of recent updates in one minute or less—ranging from new content, programs, technical and structural updates to Community, and so much more! Stay up…
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Board Certification Update
The response to the Developer Certification opportunity has been solid. Over 120 customers have already completed the exam, with 84 passing the first attempt. We're happy to share that the exam will continue to be FREE for customers until at least June 30. Register for the exam today in Academy. Prerequisites are…
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Board 14.3 is here!
We are pleased to announce that the Board 14.3 release is here! 🚀 The new Board 14.3 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.3 proudly introduces new improvements to the Flex Grid Object, including the additions of Data Entry, a Detail By-like feature…
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What’s New in our Board Knowledge Base
What’s New in our Board Knowledge Base To help you get the most out of your experience, this guide explains how to navigate our updated Knowledge Base, understand version-specific content, and get familiar with updated terminology. Whether you're new or returning, here’s everything you need to know to quickly find accurate…
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Board Foresight & Board Signals: Here are the Answers to your Questions!
After the overwhelming response to our launch webinar presenting Board Foresight & Board Signals, we received numerous great questions from you. To ensure you get the answers you need, our experts Michelle Green, @David Marmer, and @Richard Wagner have come together to address your queries. These are the topics that they…
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Welcome Q2 Community Captains!
We’re happy to add four amazing new Community Captains to the expanding mix of knowledge sharers in our growing Community! This quarter, we welcome Board experts that are ready and willing to step up and give back—contributing to success pathways for those using the Board platform every day. You may have already seen…
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Be a key player in Board's evolution - and be in with a chance to win an amazing prize!
Our Board Customer Survey is still open, but time is running out! It closes this Friday (April 24 2025), so don't miss out on this opportunity to make your voice heard. Why should you take the survey? Direct Impact: Your feedback directly influences our product roadmap, service improvements, and overall customer…
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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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Example of the new @ProcedureId Substitution Formula
Hi, In Board 14.3 there is a new substitution formula called @ProcedureID. Can someone give an example of how we can use this new substitution formula? thanks RJ
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Session automatically expires after 15 minutes
Hello everyone, after upgrading to Board 14.3.0.0 (we have an on-premise IIS instance), we're encountering an unexpected session expiry after 15 minutes, even without user inactivity. Is this a known issue in the latest version? We faced a similar problem with v14.1, which was resolved by upgrading to v14.2.1. We haven't…
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Radius search for map object
Hello everybody, does anybody has experience or an idea for a radius search on a map object? Means, to type/select a radius on a selected article on the map and draw a circle/select all the customer in this radius. It is to show the salesman which articles has potential to be sold more in this range. Feel free to give…
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Adding Blank Rows that Mesh with Block Format
Hello! I'm working to enhance our current P&L report to improve vertical readability. I'm doing this by adding "Blank" members to the entity used in the by row configuration underneath key metric milestones (ex: Total Rev, Total COS, GP, etc.) No problems there; However, the formatting is clashing with block format since…
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License Management
Hi Everybody. I need some help. I was updating the roles and licenses in the subscription hub and, in doing so, I assigned the role "User" where there was the Developer one. As a consequence, I lost the visibility as Developer since no developer license was assigned anymore. I cannot change and access to the subscription…
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Scheduler in Administration Portal Notification
Hello, I already checked and discuss the topic with Board support and as I understood there is no such thing as notification by email, etc. in the Administration Portal Scheduler. It will be very useful to receive information regarding the jobs status by Email or to be able to got the logs and import/connect them in a…
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Include Temporary Cubes in Entity Analysis / Impact Analysis
Hello Community In the current Entity Analysis / Impact Analysis view, temporary cubes are not included — which limits our ability to fully understand how an entity is used across the application. ⚠️ If an entity is used in a temporary cube, and that temporary cube is used inside a procedure, the link between the entity…
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Algorithms
Hi, is there a possibility / syntax to refer a algorithm block (using the formula “rt(x)” or “dt(x)”) to only one or more certain columns and not to every(!) column of the entity that is set in the column axis? Can somehow specific entity members be adressed? I want to achieve that there are different color alerts for…
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Level 300 : Backup Failed
Hi Team, I tried taking a backup as I was facing an issue in module 305, Update Sales Planning. So, thought of trying the workaround mentioned, deleting members, but the backup of the DB failed. Screenshot attached.
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Entity Editor
Dear all, I would like to have an entity editor and a data view - where I enter assignments between the members of two entities using the data entry function - on the same screen. The entity members that are created in the entity editor should also appear on this data view. However, the problem is that only the members…
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Show/Hide Column Dataview like drill down rows?
I want to know that how can I show/hide column Dataview like drill down rows like this picture below. Anyone have an idea?
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Level 200 - Training environment expired
Hi, I started level 200 training last month. However, the level 200 training environment will expire at May 08, 2025 and I may not complete it due to time constraints. I would like to extend the instance to complete the level 200 training, but I just get the expired warning message. Is it possible to extend the instance?…
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Level 200 - Training environment expired
Hi, Unfortunately the level 200 training I have started is about to expire on 8 May. I would like to extend the deadline to complete my Level 200 training. Is it possible to extend the instance? If not, please reset your training environment. Regarding progress, you have completed the course up to module 216. Thank you.
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Add Subtotals Support in Export Data Set feature for Unbalanced Entities
Currently, when exporting a Data Set from a cube that includes an unbalanced entity, the subtotals of that entity’s members are not included in the export. I suggest enhancing the Export Data Set feature to properly support subtotals for unbalanced hierarchies thanks
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Level 200 - Call DB Procedure
Hello, I am running into an issue where I cannot select the procedure from the data model when I am creating the new procedure in the capsule. The selector is grey and I cannot tag it correctly. I have closed/opened the application multiple times and I have deleted/recreated the procedure in the data model. Please advise.
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Transfer Screen Selection (Different Linked Data Models)
Hi all, Is it possible to transfer selection from one screen to another screen when the two screens are using 2 different data models (e.g. from a GCR screen to a separate Reporting screen) ? I understand that it's easy to transfer screen selections if the source and target screen are using the same data model.
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Improve Procedure Sorting - Add Last Modified / Creation Date Columns
To improve the tracking and maintenance of procedures in Board, I suggest adding the following columns to the procedure list view: Creation Date Last Modified Date These columns would allow developers to: Easily sort and filter procedures based on recent changes Track the history and relevance of procedures Simplify code…
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Calendar Bug Issue ?
I have found some issues about calendar component like this captures : When I have just dragged it into the screen, the Data properties was disabled suddenly. Do you have an idea about this?
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Enhancement in Exported ppt and PDF's
Board, a widely used tool for FP&A reporting, is expected to deliver high-quality exports in PPT and PDF formats. While the platform offers various export functionalities, certain aspects need refinement to enhance clarity and overall presentation quality: Export Issues Excessive White Space Around Images: Screenshots in…
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Data entry on if-function with inverse algorithm
Hello, I have no values in the column HR (Forecast) in some months. I would like to pre-populate these cells with a small number (here, for example, 5) in a new column to enable the cells to be filled by manual data entry. I have used an If function to fill the column: h= if(g=0,5,g). How can I create an inverse algorithm…
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EXPORT ENTITY SORT BY ID
in the procedure, it would be nice to have an option for extracting an enty sort by IDX. exemple of usecase : Extract entity sort by ID allow to keep the control of the selection between us. In fact, the entity can be reloaded in another environment with the same IDs.
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Personalized Default Bookmarks per User & Screen
This idea proposes an enhancement to the Bookmark functionality by allowing users to define a default bookmark that is automatically applied when opening a screen. The key feature is that this default bookmark should be user-specific and screen-specific. Each user could set their own preferred default bookmark for each…
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Entity - Code & Desc Width
Hello community, I’d like to clarify the following scenario: If we create an entity with a code and description length of 20 each, and use a data reader to load data, what happens if some rows have values exceeding 20 characters in either the code or description? Rows with a code longer than 20 characters will be rejected…
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How can I calculate item value using FIFO and update batch quantities after each sale?
Hi everyone, I have a task I can’t figure out in Board: I’m working with monthly stock data, where positive values represent items being added to stock (purchases), and negative values represent items being withdrawn (consumption or usage). For each withdrawal, I need to calculate the total value using the FIFO (First In,…
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How to rename or alias header title column Dataview for entities located in axes not in data block?
I want to ask about how to rename or alias header title column Dataview? Because I have no found of solutions about it inside official documentation. Thank you previously.
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Level 300. module 305, probable dataview misconfig?
Hi all I am at this portion of 305: Product and Driver Mapping Data View Object In order to visualize the loaded Product - Driver mapping, we need to add a Data View object on the Screen and configure its layout to use the mapping Cube. Now, the resulting image that is shown in the platform is this one: But after double…
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What is the best-practice approach for data entry on multiple years per tab?
Scenario: (Board 12.6) Screen selection 18 months: (October 2025 - March 2027) 3 tabs (2025 / 2026 / 2027), in each of which only the corresponding months should be ready for input Is there an alternative to an algorithm that multiplies the data by a month cube and stores the data input inversely? Cube A (Month): 2025: 1…
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Numbered Axis
Is there a way to number the axis similar to an excel spreadsheet? Maybe I am missing something, but I cannot find any details on this in the reference manual or on here.
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Enable Master Object at the Containers Level (Tab or Panel)
Hi everyone, Currently, the Master Object option in Board is available only at the screen level. While this works well in many cases, I believe it would be more powerful and flexible if we could define a Master Object at the container level, such as within a Tab container or Panel container. If we could assign a local…
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level 300. module 303 Functional test Q5, mismatch values
Its me again, Here I have my results: Which for sur dont match the question in the platform, which is this one: Here is my layout in that dataview: there are not much references to PLN - DF - Sales LC in previous steps, I check them and all steps are ok. Any idea? Thanks!