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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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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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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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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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Board 14.4 is here!
We are pleased to announce that the Board 14.4 release is here! 🚀 The new Board 14.4 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.4 proudly introduces the new Board Foresight Add-On allowing users to integrate both internal and external data for forecasting…
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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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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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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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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…
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Training Instance -issue, cant start giving error.
Hello Board Team, Im trying to access the Board instance but im getting the following error message "Error on starting the instance". Today was the first time i tried to login after getting the extension and it just didn't start. I tried to "restart" the instance and then got the above error message. Please find below…
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Cannot Access File
Hello Everybody, I need your help for this specific error occurring while I am trying to modify a certain procedure. You can find the screenshot attached. This error appears while I'm trying to save the changes to the procedure, and it happens both on S1 and C1, while if I make a copy of the procedure and modify it, it…
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How best practice of dataflow ?
Hi all, I want to ask about related like this documentation below captures : So, Let's say I have same case like above capture, and then let's say Product = Part Number and Salesperson = Material Consumed. And then I didn't use Month dimension to calculate it in dataflow. For Part Number and Material Consumed is standalone…
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Export full presentation to Excel instead of slide by slide
Hi Community, Does Board allow us to export a full presentation (presentation menu) to Excel instead of doing this slide by slide? Is there any options or button to apply for this? I would really appreciate that it is possible, and know how. Thanks a lot in advance for your attention. Regards.
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Level 200 Module 206 - Italy data not populating.
Hello, I'm having an issue with Italy data. Everything seems okay but while doing knowledge test, i choose country "Italy" the data is not populating. I've checked all the steps but don't see any discrepancy. Can someone please help me with this. Thank you.
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Level 300 Part1 - Request to extend training instance
Hello Board team, Request you to please extend my training instance that's set to expire on July 18th? I'm still working on it and couldn't complete it on time due to other work priorities. Thanks in advance for your support. Best regards, WS
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Level 200 | unable to access the training environment
I can't access my training instance ,it has been over 5 hours now . I'm getting an error saying "503 Service temporarily unavailable ". How can i resolve this issue?
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Dataflow - Storing the values based on the Reporting Unit Default Currency
Hi all, I would like to get the value from the source cube based on the target's RU Default Currency (Parent of the RU entity). The Source Cube has values in all currencies so would like to get only the value corresponding to the RU's default currency. If the Target's RU Default Currency is GBP, it should get the value…
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Board: Using Entity Creator
Hello Board Community, I’m working on a Board assignment where I need to allow users to assign Brands to Product Categories, and eventually link them down to Products. Steps done: Created an Entity: Brand Added Brands like A, B, and C. Created a screen using the Entity Editor to allow users to insert and edit Brand names.…
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screen to allow user to assign Brand to a Product.
Hello, I have created Cube Product_Brand Then, I created a screen to allow user to assign Brand to a Product. The relationships defined: Now via a data view, I want to assign a brand to a Product through data entry. However, since I did the mapping for product and product brand in the entity, now on the data view, it is…
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Restricting User Administration via Subscription Hub (Preventing Self-Privilege Escalation)
Hi everyone, We're currently working on establishing a clean governance setup for our Board environment and have a specific use case within the Subscription Hub: We want to allow a user to manage other users (e.g. assign them to groups or roles) – but without being able to assign higher privileges to themselves. Our…
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Launching Your CoE: From Vision to Value
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain You don’t need a lengthy twelve-month project plan to kickstart a Center of Excellence (CoE) successfully. The key lies in beginning with a focused scope, achieving visible wins, and ensuring practical delivery. Here’s a structured approach to…