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Level 300, Module 309: The Approve button doesn't trigger anything #Level309: Workflow
Hello, I try to Approve during the QA of Workflow. When I double click, nothing appears, no trigger. But when I refreh the page, I see that it worked. I am supposed to see a message and confirm or not the approval. i checked my procedures and don't know what is wrong. Anyone encounters this issue during developing ? Thank…
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🎓Introduction to Board: Analysis and Reporting onDemand course now LIVE!
🚀 New Academy Course Now Available: Introduction to Board: Analysis and Reporting We’re excited to announce the launch of our new video-based course, Introduction to Board: Analysis and Reporting! This course covers the same core material as Level 100: Foundations of Building in Board, and is perfect for new Board…
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Sorting by a text column - what is the sorting logic for that date?
Hi, i sort a text block and i thought it would sort the day which is in the axes chronological order. However it is very random. Any idea how chronological can be kept? Thanks, Maik
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P&L - Hierarchy of P&L Group, P&L Position and Account
Hello,m I’m working with a rule on the “P&L Group” entity and want to show the full account hierarchy in a Data View. Setup / requirement Entities / hierarchy for account: Account → P&L Position → P&L Group In the Data View I can pull in the cube and activate the rule on P&L Group. With only the P&L Group level in the…
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Flexgrid - Formula working when unhidden blocks
Hi, anybody aware or have a solution for Flexgrid. When i have blocks unhidden calculation for color alert works if they blocks are hidden the color alert calculation doesnt work anymore. any ideas? br, Maik
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re-enable https://academy-playground.board.com/ after courses expired
Dear Board Users, Any kind of suggestion or experiece to to re-enable "https://academy-playground.board.com/" after 30 days courses expired? Thank You
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I am not able to see this black Down arrow in my training instance. What could be the issue?
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Support for SWITCH formula in algorithms
Hi! I have a use case where I want my algorithm have a different formula based on what row it is in the row axis. I believe I can accomplish this with nested IFs. In excel, the switch formula is a much cleaner version of several nested IFs. Do you think Board would consider adding this to its formula library?
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API Queries Limitation
What is the rule regarding the data limitations of calling a BOARD API to retrieve data, e.g, what is the best approach to handle big datasets without missing out on any data or that the call fails? Is it possible to use paging? I've created some endpoints fail after adding a block q in the layout for no particular reason…
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Drill Through popup : How many rows it can safely handle ?
Hello, Is-there any BOARD tech lead here ? Our users are using the drill through feature towards an SQL server database to see invoice accounting lines on SQL DB. However on some accounts, we have approx. 100 000 lines of invoices to display on the BOARD drill thorugh popup Question : Is the drill-through feature natively…
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How to automate time selection for previous year December in a data view ?
Hi everyone, I’m trying to automate time selection in a report. I currently have a report where the first column shows data for the selected month. For example, if the selected month is 202602 (February 2026), I want to add a second block/column that automatically filters to December of the previous year, so in this…
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Show the Last Month's value even when there's a 12-month screen selection
Hello, Is there any way other than Refer to to get the last month's value when there's a 12-month screen selection active? Example: Jan 2026 to Dec 2026 is active on the screen selection and we want the value for Dec 2026 only for some visuals. We need the 12-month selection for the trend line graphs but we also need the…
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What happens when I don’t have access to a specific cube, but I launch a procedure that uses that cu
Hi, I was reading about cube visibility in the manual, and I want to understand what happens if I run a procedure that uses a cube I don’t have access to. Will the procedure stop at that step? or jump to the next step? How i can notice this?
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How to increase the height of the data view table
I need to increase the height of the table, but i am not able to do it , i am just able to increase the column width. Is there any method. Please give me the solution for this.
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3 Q's with Amy Holmes, Board Academy Director
Featuring: Amy Holmes, Community Captain and Board Academy Director In this installment of Community 3 Questions, we sat down with Amy Holmes, Board Academy Director, to get her thoughts on the new Academy vision, what's resonating with learners, and looking ahead to 2026. Be sure to give your feedback in the comments…
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Entity Order change
Hi Team, I am have a entity Eg: Code: 1 2 3 4 Final Now I have to add new members after 4th members 1 2 3 4 5 6 7 Final i added the new members and used custom sort by option and moved the final member to bottom. Is this process cause any issue?
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Feature request - 1st Half and 2nd Half as options in Time Functions
I imagine it's not just me that would find this extremely helpful, but if the Time functions had the option of 1st half and 2nd half, and the ability to choose that for fiscal year, that would be amazing. Is there a more formal way of requesting for features for Board?
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US Economic Outlook: March 2026
This month’s Board Economic Outlook examines the rapidly shifting dynamics in global oil markets and how a supply shock is already translating into higher costs for consumers and businesses. As tanker activity through the Strait of Hormuz drops to near zero amid elevated risk and volatility. Nick Brown explores how higher…
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Difficulties with using Flex Grid to compare data on different entities
Good day, I would like to ask for some help regarding how to compare cubes with different dimensionalities in Flex Grid. Use case: we have a system running salary calculations. We have FTEs in one cube, dimensioned by Month, Cost center, Employee. We have actual Salaries in another cube dimensioned by Month, Cost center,…
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loading problem occurring after screen creation
Hello, I'm currently training on module B14 Level 200 Part 2 - Building a planning solution in Board. I'm asked to build this screen I followed the procedure, but I'm not getting any data. I have checks: But I can't figure out where the problem is coming from. Do you have any suggestions, please? Thank you in advance.
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Difference between numbers
Hi how can i calculate the difference between the values highlighted same color? in the end it should a week over week difference. I tried with nexel but the result doesn't make sense. The date in columns is changing everyday fyi. thanks maik
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Validation Rule on Detailed-By Data Entry Not Matching Total from Another Cube
Hi everyone, I’m facing an issue with a validation rule on a data entry that uses a detailed by dimension. I would like to create a validation rule that checks whether the total of this detailed-by data entry is equal to a value coming from another cube within the same layout. I tried adding the cube directly in the form…
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Agentic AI in Enterprise Planning: Beyond the Copilot Era
Agentic AI in enterprise planning is moving organizations beyond today’s reactive copilots and toward goal-driven AI agents that can sense, decide, and act—within enterprise guardrails—to drive business outcomes across finance, supply chain, and operations. TL;DR Copilots respond to prompts; agentic AI agents can initiate…
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Can not Access Data model Security Of Data Model
to be honest, I got a pop-up message error when i access Data model Security function of Data Model. if this case happened somewhere , please help me to identify root cause and solution to fix
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Trigger send email notification after running procedure with log
We are triggering Board procedure as part of the nightly process that runs every day to update data. Is there any way we can trigger last step to send out email to recipients about completion of procedure with including log
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B14 210 BUD - DF - Expenses LC Data Cube does not populate
RESOLVED FOUND THE ISSUE
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March CommunityCast and Monthly Mission
🍀Welcome back to March's Monthly Mission. Community packed a number of user experience updates, blog content, and knowledge in our How-To Guides and Best Practices in a shortened February and we're excited to share those with you. Here are your one-minute, Community updates this month: https://player.vimeo.com/1170343878 A…
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B14 203: ACT - Units and Sales Data Reader problem
Hello, I have a problem in the section mentioned above. There is one records not loading. I have already cleared and reloaded the Entities and also the Cube. How can I find out what is causing the issue? Can i somehow open the log file? Thank you in advance, Carolin
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Disable Drill Down Setting does not work for Cartesian charts
Hello, We are experiencing an issue with the Disable Drill Down setting in Cartesian Charts where it is not saving when you tick the checkbox. When the changes are saved and then the browser is refreshed, it resets the setting and still allows you to drill down. Is this a bug and is there any workaround? Thanks!
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Request for extension: Level 300 Part 1 training environment
Dear Support Team, I am currently participating in the Level 300 Part 1 training. Unfortunately, my access to the training instance has expired. I would like to kindly request an extension or reactivation of my environment so that I may complete the remaining modules of the training. I would greatly appreciate your support…