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Drill Down layout configuration.
Dear Peers, I hope you all are well. I am working on the Board 14.5 bugs right now. I want to configure the layout which opens when I drill down on a column in data view. There are multiple entities in Axes, I want to make it flatten group to make the view easy to work with. Please help as I am unable to find this option.…
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Dynamic Header on Dataview
My client using Board 14.2. Is there any possibility to do some Dynamic Header on Data view. Such as, if cube a<30,"XXX","YYY". I tried to put the formula on Header, but the visibility of the Header on Play Mode still the formula itself.
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Funcitionality Board Add IN
Hello, I have a question regarding the office add-In for excel. I tried to recreate a report in excel. In the screen selection, the entities "Kostenträger" and "Sachkonten" are already excluded in BOARD. However, when I exclude "Kostenträger" via the sheet selection in the add‑in, I’m not able to exclude any additional…
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Unbalanced Heirachy - Loading data into Parent without data in child entity members
Hi Team, We have Unbalanced hierarchy and we want to load the data into parent without data in child. eg: Here we have to load the data into Member 1.3 without data in child members 1.31 and 1.32. Member 1 Member 1.2 Member 1.3 1.31 1.32 Member 1.4 we have tried different ways but if we disabled the unbalanced hierarchy we…
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Board Certification Update
The response to the Developer Certification opportunity has been solid. Over 120 customers have already completed the exam, with 84 passing the first attempt. We're happy to share that the exam will continue to be FREE for customers until at least June 30. Register for the exam today in Academy. Prerequisites are…
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different number types and Totals
Hi there, 2 questions in one post. I have multiple entities which need a different number formatting. eg. Days don't need decimals while the rates yes. share rows should show a % sign at the end. Any idea how i can manage that? can i do it through rules somehow? second question - Totals don't make sense any idea how i can…
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US Economic Outlook: February 2026
As the U.S. economy moves toward 2026, consumer spending growth is increasingly concentrated among high-income households. Board’s February Economic Outlook explores how this K-shaped dynamic reshapes risk, volatility, and planning assumptions for business leaders. Rather than broad-based income gains, today’s expansion is…
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Breakpoints for a regular User
Hello, Are breakpoints supposed to be ignored for a user with a regular User license? I'm trying to investigate a Procedure that fails when running as a User, but not as an Admin. Can't find any documentation regarding this. Thank you
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Monthly Customer News Update - February
The Innovation Edition From Emerging Ideas to Real-World Impact Innovation only matters when it changes decisions. This month’sedition looks at how AI, predictive intelligence, and unified planning arealready shaping how organizations plan, adapt, and execute, at every level. Agentic AI and the evolving CFO role Board…
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Custom Time Entity
Hello, I am looking for the best solution to define a custom time entity. For example, I would like to select: last 3 completed months, last 6 months, and last 12 months. The goal is to see the same cube three times in a data view with the respective reference to the 3,6,12 closed months. The whole thing should be…
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Backup Procedure Fails
Backup Procedure Fails when we give the custom path to customized path (NAS). this path can access from the server and the backups are able to run to the same path from Board 12.6 but am unable to do same from the Board 14. Can you share your inputs if anyone know the solution. I have compared the config files in both…
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Drill Down / Anywhere Configuration Best Practice (Code + Description)
We have a Profit Statement Report that has Reporting Account by row (1st screenshot). It is currently configured to only show Description for this entity, and we do not want to change it to Code + Description for internal reasons. However, we want to give users the ability to drill down / anywhere into the following three…
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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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Training 303
On the training 303 there are steps to choose Select Version Status. But I cannot find that entity? any clue?
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Transition container not showing dataview with yearly cumulative value. Potential bug?
Hi Board Community, When using a Transition Container, a Data View configured with Yearly Cumulative Value (YCV) behaves inconsistently between modes. In Design mode, the YCV Data View sometimes displays values correctly. However, in Play mode, the same Data View renders completely blank. Other Data Views within the same…
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ALM Transporter Package flags procedures that haven't been changed
Hi, We have recently upgraded to 14.5 (Revision 0.0.447261) in our on-prem environment, and we are experiencing an anomaly with how the transporter package works. When we compare two environments, we are getting flags for procedures that have not been changed. The log for all of these cases just says "Steps". We know for a…
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Level 300 Part2 when it be available
Hi Team, I have completed Level 300, Part 1. When is Part 2 available? Thanks & Regards, Muralidhar
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Level 200, How 6D data stored in 7D??
I understand the calculation logic but why we select calculation domain > extend > Version(enable)?? can anyone please explain this concept or provide any reference page to understand it.. How FX rate works?? How it is always selecting GBP data ?? what if we need to test it for other currency like eur ?? Thanks in advance 😊
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Flex grid /Data view updates?
Hi! Is there a post or discussion around upcoming Flex Grid updates? A few quality of life things I’d appreciate: divide by block header substitution formulas Column header wrap text Row totals and column totals (this is the most common question I get when walking planners through a flex grid object) And then, on the flip…
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Level 300, Module 306 inIndirect Global Expense Planning screen data entry not enable for all months
Hi Team, In Indirect Global Expense Planning screen only data entry enabled for Jan - March months only. If i am selecting "FCST 9+3" in version Entity data entry enabled for Apr to Dec months but Jan to March months data entry disabled. what could be the issue ?
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Struggling with the REST API
Hi, I would like to use the REST API in Board to access it outside of Board. We are currently still using version 12.6.2.88217, but will soon be updating to Board 14.5. We have an on-premises installation. I have read the following documentation on this topic: https://help.board.com/docs/the-api-queries-section…
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SAML on premise
We use Board on premise and want to use SAML. For the Web-Client it works fine, but we are struggeling with the SAML activation for the office plug in. I can't find any decent documentation.
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I’m stuck in Functional Test Question 1 for Level 300, Module 305.
I have reviewed the steps multiple times, Classic is not visible on the Sales Planning page. I have checked temporary cubes in New product planning data procedure and data flows everything correct. What could be the issues?
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export a dataset to a location other than the C or Z drive
Hello, Do you know if it is possible to export a dataset from a CSV file to a location other than the C or Z drive? My goal is to send a CSV file directly to a data warehouse on another cloud. Thank you for your response.
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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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Summary parameter "Last" doesnt reflect at higher levels
Hello All, We have data at Weeks which will roll up to Months and further to Quarter, Half Year and Full Year. We have a requirement to show the "Closing Stock" as the Last value. The Data view has all the periods in Row Axis (Not Flattened). We have tagged the Closing Stock block's Summary as Last. The data shows up…
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What is the purpose of "Position Changes" in the Data Model Transporter?
We recently executed a backup and restore of our core data model from production to non-production. Everything was aligned momentarily; However, as soon as we developed a couple new objects (cubes, rules, entity formats), the data model comparison tool exploded to show several hundred changes between environments. Of the…
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Board 14: selector issue
Hello, Following the upgrade to v14 I have the following issue: I have a selector based on CFI-valeur unbalanced hiearchy which is in relationthip with Etablissement [Enrichi] , as below: My selector is setup like this: With an admin role I see the selection as I expect (though I don't understand why it displays one parent…
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smart object not displying file upload
Hello, We have a smartobject with the file upload option check but the file upload option doesn't display (we are doing tests under 14.5): Is there another configuraiton to activate ? thank you!
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Writing data from a ROLAP cube to the Data Warehouse via procedure does not work
I am struggling with an issue in BOARD BI version 14.4 related to writing data from a ROLAP cube into a Data Warehouse table using a procedure, and I hope someone can point me in the right direction. I have a standard (non-ROLAP) measure cube that is correctly populated via a procedure. The value is calculated correctly…