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Monthly Customer News Update - September
Stay up to date and rewire your brains with the latest contentand trainings to lay the foundation for a successful H2 and beyond. We wouldalso like to highlight the G2 review campaign which includes a donation to a charitable cause: Product: Board 14.4 is here with an updated data reader, plus: SOC 1 Type II Report How to…
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Export of roles and folder profile capsule paths
Would be very helpful if it were possible to export the different roles and folder profiles. In particular, it would be useful to have information about which folder profiles have been assigned which folder paths or, ultimately, capsules.
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Flex Grid Algorithm / and Grand total
Hi, I have another flex grid question. I have created an algorithm in a flex grid (PIVOT mode) when adding an entity to columns it doesn't do the calculation anymore. Any idea why that is? second question: How can I show a grand total in the PIVOT mode? Thanks, Maik
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Flex Grid Export
Hi there any idea when the speed of exporting a flex grid will be enhanced. It is very slow. Any thoughts how to get the exporting job done maybe in a different way? Thanks maik
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Missing pages on the manual
Hi, so there are same pages missing in the manual, mayby links that hasn't been updated. From here, do you have any information why i get [0x-7feceb00] - AccessDeniedToDatabaseFromProcedure when trying to run scheduled task?
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Capsule Root Landing Page - Add Ability to Hide the New Menu
In Board 14, there is a new menu on the left of the capsule root/landing page. It is repetitive as it's just another way to navigate to a capsule and it makes the screen look busy. You can collapse it (individual users), but it will not stay collapsed. Please add the admin ability to hide or set the default to collapsed…
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US Economic Outlook: September 2025
The August employment report reveals the U.S. economy is weaker than initially reported. With job creation at recession-level lows and unemployment measures rising, the labor market is signaling a clear slowdown. In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher explains what the labor data…
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Validation error when uploading template data
When uploading a template into Board and the data may not be in the correct format, or part of the dataset, the system gives an error message. The message is not very clear as to what the user should do, only that the cell is invalid - would be more user friendly to tell the user what they are required to do. Example on…
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Time relationship for custom time range entity
Hi there, I need a new Half Year entity, parent of Quarter (Q1+Q2 = H1; Q3+Q4 = H2) and child of Year. Entity members have been populated for all years in my system. However, when I try to fix the relationship as Day > Month > Quarter > Half Year > Year, this new entity doesn't get captured in the correct way. If I drag…
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Level 200: Module 211, regarding the "Budget is Locked" label that we put on the screens
Can someone walk me through the logic of how this works? I've tested mine and it all works, for example the "Functional test of the solution" asked me to lock italy. Then I go to the sales planning screen and toggle to Italy then it shows the "Budget is Locked" caption. Great! But there's no way I could recreate this on my…
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B14 level 203 Units Data View configuration - missing items in the 'screen objects' listing
Hi - I am trying to add in the 'Data View' object to the newly created tab object, as described in the "Build a Screen to visualize the loaded actuals data" section, but 'Data view' isn't in my screen objects listing, snippy below: note there is no side scroll bar or anything, what you see above is the very top of my…
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Month On Month Variance
Hi BOARD Team, I created a simple procedure to calculate month-on-month variance. But I cannot see any output. If I use a + b, I can see the result, which calculated correctly. But if I use a - b, there is no result returned. Could you please help me to troubleshoot? Thanks
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Level 200: Module 212 Build the Unified Planning Report
Hello, I am having trouble seeing the same data as the screenshots in the training in steps 13-15 of building the unified planning report. I checked all steps prior to this and followed accordingly but not seeing the same data when clicking "update P&L". My income lines are also showing blanks. Also seeing in the training…
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Ability to Refresh Data within a drill down
The ability to only refresh data in procedures and on screens is great however it is a small pet peeve of mine that if you have a drill down window open you have to close the drill > refresh data > re-drill. It would be a great feature if you could refresh the data within the drill down windown. Use case: Quite often I…
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Module 211 Section 7: L2 Demo Data Model SET - Flag Budget And Actual Years Calculation Domain
In the data flow steps here, In the "MAIN" group, create a "Calculation: Data flow" step, select "CONFIGURE LAYOUT" and add the "SET - DE - Future Years" Cube as data block "a" and the "SET - DF - Actual Years" Cube as data block "b". Set the "Target" as "b: SET - DF - Actual Years" and set "Expression" to "1-a". I guess…
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trigger procedure - user connection / home page
Hello, Is it possible to trigger a procedure when a user logs in or when he arrives on the home page of a capsule? If so, could you please let me know how can it be done? Thank you
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Level 300 part1 - Training environment expired
Dear team, I started level 300 part1 training last month. However, the level 300 part 1 training environment will expire at September 11, 2025 and I can't complete it due to the time constraints because of my job using "Board". I would like to extend the instance to complete the level 300 part 1 training. Would you extend…
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Align the behavior of smart import error messages for the two types of import
Hi, I would like to suggest a possible improvement for the smart import object. As for now, if I import data copying and pasting from an excel file, I see detailed error message with the causes of any errors, also highlighting the cells where problems were found (example below). If I import directly an excel file, instead,…
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Working with Dates
Greetings, I have a Date field in a Board Report, and I'm trying to Split the Date into Month and Year using Board inbuild feature not by SQL via a Data reader. E.g, I want to split this as (first row): Month = 9, Day = 30, Year = 2024 where each of these is a separate column. Any hint or documentation on how to accomplish…
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Flex Grid – Enhanced Per-Entity Sorting Options (Asc/Desc, Code/Description, Block)
Description: Flex Grid currently lacks the ability to customize sorting for each entity in rows or columns in the layout. Although the misalignment issue on custom/standard time entities was resolved in the latest 14.3 release, there is still no functionality to control sorting behavior at the entity level—unlike in Data…
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Extend Level 200
Dear Board Team, I am undergoing Level 200 but it not complete yet and the instance will expire on 7th Sep. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Parakh
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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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About Sparsity
Hi Team, I am reading the Best Practice Screen, which suggests that version / scenario can be set as Dense to improve speed. https://community.board.com/discussion/16440/sparsity Just for the learning purpose (not means I will change it), we should review the folloing Sparsity? Thanks
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WORKING WITH DATE
I have a Date field in a Board Report, and I'm trying to Split the Date into Month and Year using Board features not by SQL via a Data reader. Any hint or documentation on how to accomplish this in board will be highly appreciated. Thanks Walter
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Level 200
Level 200, Module 203 Section 14: L2 Demo Data Model Configure Data View Unit Hello, i'm having trouble selecting fields in data view configuration. this is the training screenshot mine is different, i can only see "time entities"
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Request to extend lvl 200
Dear Board Team, Unfortunately, due to an unplanned absence, I was unable to complete Level 200 Developer Path. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Carolin Rudolph
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Limit Drill Down Entities settings library
Board allow to limit drill down entities list in a single data view. It would be nice to have the capability to save such settings (like happen for selection bookmarks) to be used in other data views linked to same database / cubes
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Level 300 Part 2 - 310 Functional Test
In the first question of the function test, I am required to push the button to update P&L, but there isn't an "Update P&L" button on that screen to be selected. I have also gone through the instructions again, and there are to steps where we need to set up the button. As a result of this, I'm unable to get past the first…
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Data View modify default Columns Width
The data view columns width is set 120 as default. It would be nice to be able to change the default width for a dataview or even a full capsule. Bests Regards
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Is it possible to have no totals for certain algorithm blocks in the total line of a dataview.
I have a dataview with total lines but besides "normal" data I have a column with a algorithm block showing percentage values in a tooltip (as information for the user, so that he know which maximum percantage value is allowed to be entered) - for this percentage values in the tooltip I dont want to see summed up totals,…