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Level 300: Module 303: In the planning initialization under data entry version its showing Budget
I am facing two error Under planning initialization in the data entry after initialization i am getting data entry :Budget it should show Data entry : FCS 3+9 2. In the next screen profit and Loss planning statement I am getting the results from jan21 to apr 24, the results should pop up from Jan 23 to dec 23 with total.
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2025 Q3 Captains Have Arrived!
Akrem Abdelhafidh is a Senior EPM Consultant at XB4 Consulting, specializing in the Board platform. He has delivered planning, budgeting, and reporting solutions across various industries including retail, manufacturing, finance, and agribusiness, supporting both operational and FP&A needs. Since starting his journey with…
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Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution
Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution Numbers are negative what they should be - e.g. Classic for CY is -132956 and should be 132956, Double Halo for CY is -407938 and should be 407938 etc
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Missing Feb 29, 2024 Data in Prior Year Comparison
Hi all, We have identified a recurring issue in our Board environment where the 29th February 2024 sales data is not included when the user selects Prior Year (PY) for 2025. As a result, the reported sales for February 2024 are understated compared to the actuals shown when directly selecting 2024. I am aware that Board…
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Users Management
Hello everyone, I have a question regarding a task I've been assigned related to user visibility. Specifically, we've configured the security settings so that users only have visibility according to the business unit (BU) they belong to and the role assigned to them. However, users can also have platform roles that define…
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Level 200: Module 216: I am not able to scroll down and view the net income, total expenses
I have got all the functional test right but at the end I am not able to view the Net income, Total Expenses and other details. Is there any wrong in my P and L rules, I have attached my P and L rule also
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Cloud Portal: Time settings
Hi, We have a discrepancy between the time at which we set the procedures to be run and the time which is displayed in the Last Run column. In the screenshot below the first task is set to run at 23:30 (see the first screenshot) but in the Last Run appears to be ran at 21:30 (see the second screenshot highlighed in…
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Monthly Customer News Update - October
As markets grow more unpredictable, planning with speed and flexibility has never been more critical. This month’s newsletter brings youfresh research, customer stories, best practices, and upcoming events to navigate troubled waters and be the captain on Board. Warm regards, Sandra Head of Customer Marketing ECONOMY &…
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Message box formatting
Hi, We want to show a a yes/no Message in a procedure to drive the user through the logic of the procedure. And we would like that the text of the message appears in two lines. Is it possible? Exemple: If you want to do a Full Back up click Yes If you want to do a Partial Back up click No
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Procedure Selection step bug B14 Level 200: 212 Module
Hello Team, I am following the B14:212 module and I am working on the BUD - Consolidate Budget into P&L Data Model Procedure section after following every step, I am stuck at the Sales Procedure group step 2. The UI that is supposed to allow me to select an Entity which is not working. I also checked the…
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October CommunityCast and Badge Opportunity
🎃 Spooky season is upon us, what are your Halloween plans this year? Are you (or the kids in your life) wearing any fun costumes? Feel free to share below and be sure to check out our monthly updates to learn about what was new in Community in September. Here are your one-minute, Community updates this month:…
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US Economic Outlook: October 2025
As the holiday season approaches, Board’s October Economic Outlook finds a rare balance: supply chains are running smoothly, inventories are well managed, but consumer sentiment is softening. Principal Economist Natalie Gallagher outlines why 2025’s holiday demand will hinge on conversion rather than availability. While…
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I used Board level 200 part 1 training instance to complete everything through part 3
LINK: https://trainingacademy.board.com/a27-emilqzsabweb/en/capsules Now when I download the zip files, a lot of the folders are empty. Is it intentional that the procedure folders are empty? Here's the zip files. https://us.v-cdn.net/6037492/uploads/AUUE056XIMPP/board.zip I guess, I cannot actually tell if the zip has…
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Scenario and Best Practice Inquiry: Entity Granularity Adjustment in Board Reporting
I have developed a report using a data model with structured entity relationships. The core entities include:ID, Level 1, Level 2, Chart of Accounts (CoA), Level 3, and Currency. In the initial design: ID was defined as a child of Level 1, Level 2, and CoA. Level 3 and Currency were not linked via relationships, as they…
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Freeze Pane in data view
On some screens, when I right click on my data view ,I see option freeze pane, but this option is not seen on all dat views. Why?
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Level 200: Module 207 Pressing button "Apply 5% increase" empties column CY budget
After clicking on Apply 5% increase the CY Budget column is empty. The Label uses procedure BUD - Increase Sales Budget by 5%. I checked formula of Data model procedure BUD - increase Sales Budget by 5%. It is set correctly to a*1.05 as you can see in the 2nd screen. Any idea where the error might be? I repeated all the…
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Cube Variances: Myth or Legend?
Hi Board Community, In Board 12, I see the Cube Variance options under Cube → Variances (e.g., LastDataFlow, LastDataRead, Minute, Day, etc.). From my understanding, enabling something like LastDataFlow should make Board automatically store a snapshot of a cube’s data before each Dataflow execution that writes to it,…
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Level 200: Module 211 and 212 after completing 211 and functional test not able to view data
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Module 212: Not able to view the values after Update P and L
Previously i had pasted all the screenshots regarding the issue, one thing i noticed now is after completing all the processes , the screen is popping results of 2024. But according to the steps it should be of year 2023. Is there any problem with the year. if i select year 2023 in the play mode i am getting values similar…
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Level 200: Module 212, I am not able to view the data after validating Update PandL
Based on the previous reply I confirmed all the procedure and layout of the cube the size is 0kb and double checked everything. One thing i noticed was in sales planning i am not able to view the data (it is popping a message as No series). I have attached the screenshot of that also, please help me with this issue
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Level 200: Module 212 : I am not able to view the P and L screens Values, it is displaying blank.
I have attached all the screenshots please help me with this
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Done with my Board training, and downloaded my zip files
I noticed it says download capsules and data models. It doesn't mention procedures or other stuff. And now, accordingly, procedures for example are all blank in the zipped folder, and a bunch of other folders are just blank. After doing this training, because I found it very helpful, I wanted to download ALL the files in…
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Module 209 Section 12: L2 Demo Data Model New Procedure ACT - Expenses Data Load Steps
I am trying to complete step 4, but there is nothing to select within Selection. How do I fix that?
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level 200, Module 209: I am not able get the same results, the values are different
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Level 200: Module 210: Copy paste objects the values are not getting paste with the same results
Copy the "LC Data View" object from your "Expense Actuals"Screen and paste it into the Tab object on the "Expense Planning" Screen. I have shared the screenshot where if i copy the object and paste it in expense planning the values are not correct and also the variance and variance % are missing . Please help me with this
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Is there a one-stop shop for keyboard shortcuts?
As most FP&A folks are, Excel is my comfort zone and over the years I've grown fond of my keyboard shortcuts. I'd like to see if there is an easy way to learn keyboard shortcuts in Board to help me transition into this. I'm being assigned to be a Power User for our implementation, and want to hit the ground running, but…
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Level 200. Modul 209: The values are not matching, can you help me with this about the mistake
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Offset Rules
1. Abstract Offset rules are a type of rule which allow you to reference multiple blocks in the same layout as part of your calculation, they can be very powerful but should be used with caution. 2. Context Offset rules can be very powerful in certain circumstances but should be used with caution due to the complexity they…
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Capsule Procedure vs Datamodel Procedure
1. Abstract While developers are facing procedure creation, they need to understand when it is appropriate to use data model procedures vs Capsule procedures. 2. Context As developers, it is our responsibility to always keep the long-term maintainability of our solutions in mind. Procedures must be developed in a…
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Level 300, Module 306 Functional question 2 problem
Unable to enter data in Indirect Global Expense Planning template. Cube used in the template I enabled the Data Entry. Can please help me in this