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Disable group alerts doesn't apply to dataview with multiple rows
Hello, i have a problem with the color alerts in a data view object. In the multiple entities by row options of the data view, disable group alerts is enabled, which to my understanding should disable the color alert in the group headers. But in my case it doesn't. In fact the disable group alerts option doesn't change…
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Identify hightest/max value of a cube - without time entity
Hi community, I have a source cube (data type single) with four entities, but no time-entity in it. I want to identify respective to save the highest value/number of any existing entity combination of the source cube in a target cube, which has only a dummy entity. I tried it with the "MAX(a)" algorithm as expression, but…
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Distinct count total
Hi there, i created a few blocks which are you using aggregation distinct count on an entity. when i am adding multiple entities into rows i don't have totals? How can i fix this? Secondly the Grand Totals don't make sense. any idea why? maik
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Global user meta variables not working in new data model security
Hi everyone, I'm currently facing an issue with Data Model Security in Board and would appreciate some help. I created a new Data Model and I want the security behavior to work exactly like in one of my existing models. In my existing model, data visibility is restricted successfully based on global User Meta variables. In…
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Level 300: Module 304, Functional test question 2
I followed the steps that were given but I am not getting correct results. There is a small decimal difference I see. I checked the model again but I don't understand where the problem is coming from.
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Board 12 to Board 14 Data Model Migration – Best Practices & Feedback
Hello Team, We currently have a data model that was originally created in Board 12 and is now running on Board 14. If we create a new data model directly in Board 14 and then restore the existing data model into it, do you see any potential risks, compatibility issues, or unexpected side effects? Personally, I do not…
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Access for Training Environment
Hello, Please note that my training session access has expired. Could you please grant me access again? Thank you.
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B14 209 Expense planning upoad
I am having trouble dealing with empty data in the "Actual Expense" screen. I have tried to fix it by following many guides in the community related to this issue, but the data still does not appear. Please help me. This picture appear when i press "2.Publish data" button The second picture in layout editor, i have try…
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Building in Board Foresight: Training 1 of 3 - Can't locate the preloaded datasets
Hi Academy, I have started Building in Board Foresight: Training 1 of 3 training and wanted to proceed with practical exercises. I was able to access the training environment, however, I'm stuck with the next steps: Open Board Partner Training Project Select one of two preloaded datasets; one is a grocery retailer and the…
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Community Your Way: Notification Preferences
Get notified the right way—your way. When you opt-in to follow important categories or content in Community, you want to know when updates have been shared. Notification preferences give you options. Learn more here: ❓️What else would you like to see? Drop us a comment. ✅Check out more from this series to maximize your…
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Level 200: Module 209 Expense Planning Upload
Hello, I am having trouble on Section 17 Build the Expense Actuals Screen and make adjustments. In the Expense Actuals screen, I am not able to retrieve data when after performing these steps. My screen looks like this instead for both the GBP and LC tabs. Data is not retrieving as below. I followed all the steps prior to…
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🌟 Academy Rising! Board Academy Q1 Highlights: Growth, Innovation & What’s Next!
Q1 has been a big one for Board Academy — and we’re just getting started! From new courses, learning paths and live events to Board 15 Enablement, there’s been a lot happening behind the scenes. 🎥 Watch the video for a quick look at our Q1 highlights, achievements, and what’s coming next. Thank you for being part of the…
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🚀 Join Our AI Research — Looking for Your Input!
We’re currently exploring a new initiative at Board focused on how AI can support planning workflows and decision-making. As a part of this, UX Research Team Member @Samanta Fink is currently exploring a new initiative at Board: AI Planner Workspace — focused on how AI can support planning workflows and decision-making.…
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Monthly Customer News Update - May
The Signals to Decisions Edition Signals are everywhere. Acting on them is the real challenge. Planning isn’t just speeding up. The real gap now is between seeing change and acting on it.You already have more signals than ever—across your data, your markets, and within Board. But many planning workflows still react too…
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Board level 300: Module 302 functinal test Q1
I am not getting the value of variance and variance %. I do not understand what am I doing wrong here.
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Reason of error - Requested database is currently being modified by another user
Hi Team, I'm facing error while giving exclusion selection of an entity member from screen or from procedure. Although error is not coming on selecting member in inclusion mode. Please refer to attached screenshot. Error is given below:- Requested database is currently being modified by another user
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Level 302: The E - currency.csv file does not exists at the local path
I created the data reader E - Currency as mentioned in the steps but I cannot move forward with the training because E -Currency.csv file does not exsist for me. How can I access this file?
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Long-Term Success with Board with Kristine Young
Featuring: Kristine Young is a Customer Success Manager and Community Captain at Board. Helping customers achieve long-term success is the foundation of the Customer Success role here at Board. For Kristine Young, that means building strong partnerships, establishing clear ownership and governance, and aligning with…
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How to use advanced SQL statements to Bulk Insert in SQL table
*NEW—Includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared in the step-by-step guide outlined below. Quick view 9:48: Use Case 1—Using Filters 15:50: Use Case 2—Convert Date to Datetime 21:54: Use Case 3—Handling NULLs 1. Abstract…
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Procedure getting stuck at a particular SQL Data reader step
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Do datapickers work with fiscal offsets?
I have a datapicker that references a cube that stores diluted shares by fiscal Year. When I try to do a trended P&L, where I duplicate the P&L cube and apply time functions for previous years, everything works except for the datapicker row, even though the cube it's pulling from is dimensioned by the appropriate fiscal…
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Display Year
Hello community, I looked in the substitutions formulas but couldn't find any one that can show just the year in a dynamic way, so that when I'll be in 2027 I'll have 2026 as N-1 and 2027 as N. I tried several ways in the procedure : @Year, YYYY, @année, a and then I did a period offset.. none worked. I did a cube with…
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B14 201: Board Training Environment Setup
I have a local host already created for me when I did my Level 100 training. Can I use my local host instead for the B14 201 data models e.g. capsules, etc? The local host is so much faster than the training instance
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B14: 204 Timestamp not loading last upload date
I have set the procedures as per the instructions; however, the Last upload is still showing as NA. Kindly help
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Board Excel Add-In Pagers
Is it possible to have the Pagers appear automatically on the sheet in Board Excel Add-In? Right now, I am only able to configure it so you have to click Pagers for them to appear. You must do this again when you exit and come back to the sheet.
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Any solution towards login error through the Board's Academy Customer/Partner.
I am not able to login to the Board's Academy Portal through the Customer/Partner login where it shows the message: There was a problem processing the request.
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Integrating Board with Databricks
1. Abstract This guide explains how to integrate the Board platform with Databricks across different deployment scenarios. It focuses on two primary connectivity approaches: JDBC-based integration via Hybrid data pipeline for Board Cloud environments, and ODBC-based integration for Board On-Premises installations. The…
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2026 SOC Reporting Update and Alignment
We would like to inform you of an upcoming update to our SOC reporting framework for 2026. As part of a broader strategic alignment, Board will transition to a new external SOC auditor. Please note that the scope of controls, overall framework, and level of assurance will remain substantially consistent with previous…
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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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Spring 2026 Idea Exchange Update
One quarter in: what we’re learning from the Board Idea Exchange When we launched the new Board Idea Exchange, our goal was straightforward: create a better way for customers, partners, and employees to share ideas, follow progress, and understand how feedback connects to product decisions. As we shared at launch, the…