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August 2025 Economic Outlook
In this month’s U.S. Economic Outlook, Board Principal Economist Natalie Gallagher breaks down what the return of inflation means for business planning - and the strategic shifts leaders should be making now. In just 10 minutes, you’ll learn: Why sticky-price inflation is accelerating after 18 months of easing How goods…
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Board Scheduler
Hello, It's my first time trying to schedule a nightly procedure run. I'm on board 12.6 and I'm having a hard time finding the scheduler in system admin portal. I will appreciate any resources and/or screenshots on how to locate the scheduler and schedule a nightly procedure run. Thanks, Walter
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Flex Grid - Opening fully collapsed
Note - Ignore this, found the solution! Is there a way to configure the flex grid so when you load the screen it loads fully collapsed to enhance speed?
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Monthly Customer News Update - July / August 2025
Here are the most interesting reads for you to enjoy, catch up on things, or get ready for the second half of the year. Let's dig into: A special outlook: U.S. stagflation & its European implications Finance: Customer stories from Goldbeck and Van Moer Logistics Retail Planning: Why you need to be dynamic and include AI…
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Clarification on “Max Item Number” when creating an Entity
Hello, I would like to ask for clarification regarding the Max Item Number option when creating a new entity. When the Max Item Number is set to Auto, what exactly does it mean? Does the entity accept an unlimited number of members? Or is there still a hidden system limit that we need to be aware of? I want to better…
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Level 200: Module 204 - Build Cubes for sales data
I am having trouble setting the structure when creating a cube. It looks like my screen looks a bit different than the screenshot in the training. I'm not able to move forward after filling out the Name, Group and Data Type. Please let me know how I can proceed.
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Announcing Board's Latest SOC 1 Type II Report (July 2024 – June 2025)
We’re pleased to announce the successful completion of our SOC 1 Type II audit for the period 1 July 2024 to 30 June 2025. This milestone reflects our ongoing commitment to maintaining the highest standards of internal controls and operational excellence. The SOC 1 Type II report provides independent assurance on the…
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PDF Export of Entire Data View
When exporting a data view with multiple rows that require scrolling, all rows should be included automatically in the PDF export. Currently, the workaround requires selecting the data view as a separate print area, which creates a page break between areas in the PDF.
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Export to Excel - Group By Entities on Flexgrid
Currently, when entities are added to the "Row Group" interface of the Flexgrid object, the entites are shown on the screen as expected. However, when a Flexgrid is exported to Excel (with flattening applied), the "Row Grouped" entites are not on the exported screen by default. By default, when an entity is added to the…
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Board 14 Upgrade Logs
Hello everyone! Keith Crosslin here. I’m a Board Customer Success Manager for Board Switzerland. Often, when I talk to customers about the possibility of upgrading to Board 14 (B14), they ask me what other customers are saying about it. To answer that question, I interviewed three Swiss customers who shared their…
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Is it possible to use an RTF cube as the body for a Broadcast email?
Hi! I'm working on a Broadcasting module for a solution and I'd like to let certain users create the body of their emails using data entry. I've always done this with text cubes in the past, but I was wondering if it was possible to do the same with an RTF cube - since the Body editor in the Broadcast area appears to…
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Parameterized Query in Data Reader/Drill Through
Hi Team, We have a business use case in a Strategic Customer project for an Actual vs Plan Report. • Business users would like to use the ability to drill through and view the actual amount breakdown by Document Number. The Data source is SAP HANA and the data is available at a Document Number level via a View. • The HANA…
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How can I transform this formula into dataflow procedure?
Hi all, I have this excel formula like this one : INDEX Price from KSB1; MATCH By Cost Center and By PN Material Consumed MAXIFS(By Period; By Cost Center; By PN Material Consumed; Period Between Actual From and Actual To) So how can I achieve this value by using dataflow procedure? and how it should be of my cube…
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Split&Splat functionality extension to even/repeated distribution
Hi, I wish to have the split&splat functionality broadened, so it is not only able to split values according to the existing proportions, but have the ability to repeat the value, or to spread it evenly onto all leaf elements that are open for data entry. It would be excellent if developers could set what kind of…
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Unable to access the screen "Screen already in editing"
When I am trying to access the 'Sales Data Upload' scree, It is showing a pop up "Screen already in editing". There is no screen opened, I logout and login. Although, I am unable to access that screen. Please anyone can help me to resolve the issue?
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Adding Percentage % option for data label in Waterfall chart
Hi BOARD Team, When we use waterfall chart, we can only display deviation in numbers. But we cannot add Percentage. Can we have selection to show number, percentage and both when using waterfall chart? Thanks
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My Board-ology Process
Author: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain Although our company has been using Board for over three years, I still feel like I am new to it. I have so much to learn, but the ever-changing business environment is not going to wait for me to get up to speed—I must adapt. As I…
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copy & paste objects size
as happens for formats, it would be nice have the option to quickly set more objects with same size (height and width). A basic solution could be have the option "Copy size" and "Paste size" , that works like copy/paste format, in the same drop down menu A more advanced solution is that when i select more objects I can…
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Board Excel Add-in: Sort by Columns
Hello, Currently, the Board Excel Add-in supports sorting by rows, but unlike the web interface, it does not allow sorting by columns. This feature would greatly improve usability for reports that require column-based sorting. Request: Please add the ability to sort by columns in the Excel Add-in, similar to the…
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Extend level 100, 200 and 300 due date
Hello, My instance 100, 200 and 300 will be deleted on 6, 9 and 14 august. Could you please extend these until the end of the month ? Many thanks in advance.
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August CommunityCast and Badge Opportunity
🌞 Summer is zooming on by and we hope you're having a great one! The Community team has been busy as always so be sure to check out what we've been up to. Here are your one-minute, Community updates this month: https://player.vimeo.com/1107177039 💪 Thanks to all our July participants, it's always great to get your…
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dd/mm/yyyy in the IDP/Subscription Hub please
North American style dates mm/dd/yyyy is very confusing. I have to translate it in my head when I read them. They are also more difficult to sort/filter in Excel. Can we have an option to change the date format to dd/mm/yyyy please, for on the screen in the IDP and in the output from the Export and Audit buttons.
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Level 300 : 305 Functional Test
As far as I can see, I have completed all config as per instructions and I have gone over them to recheck and confirm. I am however missing data on the first question in the functional test. The test suggests there should be data for products Classic, Double Halo and Grey Pearl Stud as below. I however, only have data for…
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Button or Switch for Difference and % Variance Calc
Hi all, I would like a button or selector that gives the user the ability to switch between difference and variance. Any idea how to approach it? Thanks Maik
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Is it possible to configure UK number format in BOARD
I have requirement by which i need to implement thousand seperators just like in UK number system. For example - if i have a value as 1019443. In UK format it should appear as 1,019,443.But in BOARD currently it appears as 10,19,443. Can i set the number format in BOARD also to 1,019,443
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Scale numbers in graphs correctly
Hello, Currently when numbers scaling in used in graphs (for example, show M for millions), the scaling is only applied to the plot area, so, when you hover over a graph. However, by logic it should apply to the whole graph, including the axis. Please accept this idea to improve customer experience.
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Send Blob Cubes Attachment through Email
Hi , We need to send multiple attachment through email currently it is not feasible in Board. It would be great if we could take this up in the latest releases
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Blank Space Utilization/Sizing
There is often unused space in the layout editor and data readers. For example, in the layout editor, the Alignment section's selector spans the entire screen, whereas in the Rules section, the selector is much smaller. This inconsistency makes it difficult to view selected items, as they can be cut off or partially hidden.
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Level 300 - Level 200 not completed
Hi everyone! 😊 I've started Level 300 and previously completed the Level 200 course, but I didn’t manage to finish building the application for Level 200 completely before moving on. Is there a way to extend my access to Level 200 so I can complete building the application while continuing with Level 300 without any…
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Drill Through - ERROR [HY000] [Oracle][ODBC][Ora]ORA-00920: invalid relational operator?
PLEASE HELP I've spent weeks trying to solve this drill through issue. I'm trying to Drill through a dataview using the following entities: Month Reporting Cost centre Account Originally i could get the drill through to produce results for reporting cost centre and Account correctly but not filtered correctly on the right…