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April 2025 Economic Outlook
Our ongoing economic outlook series provides a monthly, data-driven analysis of the US economy, offering objective insights into key trends and developments that shape our economic trajectory. As a thought leadership piece, it reflects the expertise of our team of economists, who closely monitor and interpret economic…
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2025 Q2 Captains are here!
Kristine Young is a recent Customer Success Hero award recipient and a Customer Success Manager with Board, responsible for overseeing customer relationships and ensuring success in the APAC region. In 2016, she transitioned from being a Board customer who was responsible for implementing their Financial Planning and…
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Saving @Selection_Ex() result
Hi all, We are working on new functionalities for cost allocations, where we will need to store the explicit selection made by the user. This selection can be done on 1, 2 or 3 different trees, containing up to 30 entities each. I don't want to store the resulting selection at the lowest level of the allocation driver…
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Data Flow divide dynamically
Hi all, has anybody an idea how to dynamically divide in a dataflow ? The above is basically "Cube divided by number of months in the past minus 1". getting the month from today minus - 1 doesn't do the trick. Thanks , maik
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@Selection by tree
Hi all, Context In our current situation, very often I need to display the current Selection in the screen, so I use @Selection function in a general manner. In some other cases I want to display a specific one, so I use the @Entity. However sometimes I need to display the selection for a given tree (that can have 30…
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Customer Success: Enabling strategic pathways to drive optimal results
Today we’re talking to Kristine Young, award-winning APAC customer success manager (CSM). Kristine’s unique perspective comes from first being a customer who implemented Board for retail and wholesale planning and reporting, transitioning to a consultant with the Board professional services team, and now working as a Board…
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Can the file extracted from a BLOB procedure be renamed after the extract process ?
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trigger an ADF pipeline via rest call API in Board
We want to set up a procedure to trigger a pipeline in Azure Data Factory trough Board to refresh our sql tables in the datawarehouse However when checking the log we get the following error: {"ControlFlow":false, "StackTrace":"System.Threading.Tasks.TaskCanceledException: A task was canceled.\r\n at…
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Hide screen in presentations
would be great if you could hide/unhide screens in a presentation. Currently, you always need to delete a screen and re-add it if required, just hiding/unhiding would be much more comfortable…
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New course version: B14 Level 200
B14 Level 200: Building a Planning Solution in Board, will be updated and available for learners in Board Academy on Monday, April 18. This course is designed for those who have completed Level 100 and it has been restructured into three distinct parts, approximately five hours each: Part 1: Learn how to work with…
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Pacer vs. Selector
Hi there, I have a screen in which I have a pacer which is filtering months. I created a procedure that should apply the filtered month to the next screen. However it doesn't do it. Therefore am I correct that you need to have a selector always when you want to screen selections in a procedure? Thanks, Maik
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Possibility to apply selection in "Export screen data to xlsx" procedure step
When a procedure is triggered from Screen A to export layouts from Screen B, there is currently no way to apply a selection on Screen B to export a filtered dataset. It would be very helpful if the "Export screen data to XLSX" step could optionally inherit the selection that is active in the procedure. We are using this…
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Level 200 - Module205 - Functional test of the solution
Hi guys, during the test in the final part I didn't get the same numbers That's my numbers I reviewed the steps and it`s everything correct. How should I proceed in this case? Thanks!! 😃
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Conecction failed S2
Hi Today, I tried to open s2 (development), and it says that the connection failed. Where can I check this connection? Any idea why the other two platforms run normally and this one doesn't? Thanks
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Images Carousel
Has anyone ever made an image carousel? And if so, how have you done?
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Connection Board to Azure fabric - cloud SQL DB
Hi We have Board on Azure cloud supported by Board. We are moving from our old ERP solution to MS Dynamics 365. The data will be moved from Dynamics to the MS data model and to Azure Fabric – cloud. Are there any others that have made the connection from Board to Azure Fabric? We are struggling to get the connection to…
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Color Alert on data view object with multiple entities by row.
I am attempting to apply a color alert to the data view below. While the color alert successfully highlights certain rows, it does not apply to rows that support drill-down functionality. Instead, the alert is only triggered at the second level, once the row is expanded. How can I ensure that the color alert is also…
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Drill to screen Selection
Hi, We have the following dataview, where we have three entities: Products in rows and Months and Roles in columns. We have enabled a Drill to screen to allow user to navigate to a second screen with a similar table, where the detail by subproduct is displayed in rows. But, when we double click on a cell and navigate to…
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Level 300, Module 305, Create a new Driver and Source Mapping Screen
Hi all, I am stuck at this portion of the instructions: I dont get how to select another entity, is it referring to add another selector so I can associate it with the "Source" entity? the only exisiting selector in this screen so far is associated with to "Product status" which only has 2 values: New - Existing.
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Creating a PDF with Multiple Reports from Various Selections
How can I create a PDF export combining multiple reports, each with different data selections? For example, I need to generate 10 instances of the same report, with each instance showing data based on a different jurisdiction. I want to ensure that the original formatting and objects are preserved in the final PDF. I am…
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Experience with two time-entities in one Cube and data entry
Hello everyone, for our budget planning we would like to create a report with this setup With the standard time entities this setup is not possible, since month and year are on one branch of the entitytree. For other purposes we created a custom month-entity which groups all the same months (all Januaries, all…
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29th shows values when YCV PY is used
In reference of ticket 142328 I would like Board to display values on the 29th Feb. when the functions YCV and PY are used and values are existing until then in the previous year. Right now this empty. The same also applies for custom time entities where this behavior can be observed. Expectation here: PY YTD should show 1…
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Connect Board To Snowflake
Hi All, The Snowflake connector in the data pipeline can be used to connect to Board for transferring data from Board to Snowflake? Thank you. Sy
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Put your questions about Board Foresight and Board Signals here - by April 17
Such an exciting time! Your enthusiasm for our new Board Foresight and Board Signals products is truly inspiring. With AI and economic intelligence, these products are set to revolutionize Enterprise Planning. Especially in those volatile times we are seeing. Board Foresight leverages over 5 million datasets and advanced…
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Unable to access Training Workspace
Hi team, I started the Level 200 today and build some cubes and entities. I tried logging after an hour it started loading and keeps loading since more than an hour now. I tried restarting and tried in another browser as well but no use. I have attached the error i'm getting. please help
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Desaturate color alerts for specific columns only
Hi there, is there an option to apply Desaturate color alerts only to a specific column? Thanks Maik
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Level 300, Module 304:Functional Test Locket Product Variation
Hi team, I'm having an issue finding the Locket variation asked in the functional Test. It seems that I have a wrong number (15.52%) but I don't know how to fix it I'm attaching the screenshot of my stores selections requested in the exercise Can someone give a tip please ? Thank you in advance!
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Session Expiration Timeout
Hello all, I have a question to the following: Does the text highlighted in green mean that the session timeout is now switched off by default? An open Board session is not closed automatically if the user is not working in Board? We are working with the Board Version: 12.6 Revision: 0.2.88217 Kind Regards Stefan Batalia
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On Premise: Update the Naming of SQL Logfiles
Hi, in the cloud the SQL Error Logfiles have this format: On Premise, the first 4 letters of the databasename is used, followed by Data reader ID and Date. This is especially problematic in projects with multiple, similar named, databases, where the first 4 letters are the same. Idea: Please use the same naming scheme for…
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Gauge marker
Hi team, the marker in the screenshot below is in the wrong position, i.e. 39.6% remaining spend should be in the grey section rather than green. Would be grateful for any help to fix this, thanks.