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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
a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} Hi everyone, Has anyone faced a situation where a Data Reader shows 100% progress…
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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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🎓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…
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Need help with Report building, particularly Total By
Hi, I would like to ask for some tips about the best practices with regards to building an archive report. We have an archive cube with the following 6 entities: Month, Reporting Year, Version, Business Area, Currency, PnL. PnL is the biggest one with <200 members, all of the others are <20 members. I have a screen…
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Create a ytd calculation in board
Hi, i want to ask what is the best approach to create a YTD calculation from my cube? I already have the Cube but it still calculates per monthly.
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Validation on horizontal Checkboxes
Hello I had to apply a validation rule on a cube (checkbox) to ensure only one choice is selected. However i need to enable the ROWTOTALS for it to work (and the validation only works when save/undo is enabled) Is there any way for me to lock the column totals. I cannot hide it otherwise the validation rule does not work.…
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Is there a way to change the default path for files exported from Board?
Each file (pdf, excel) exported from Board go into a user's downloads folder. I would like to configure the export path to a different folder which I can then build trust center policies around. This would support our ops team that has to download dozens of reports during ME close and has to enable editing on all exported…
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Flexgrid 1 data block - detailed by columns - XLS export trouble
Hi all, i have troubles to export into XLS simple flexgrid with 1 data block - by Column entity "Month" The layout is working on screen, the trouble is only when tryin to export into XLS. It's running without ending, no file generated, seems like frozen: btw. the same layout in flexgrid just with Month in rows is working…
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Monthly Customer News Update - April
The Acceleration Edition The pace has changed. Your planning should too. Planning isn’t evolving step by step anymore. It’s speeding up. New technology is live, market pressure is rising, and your peers are already adjusting. The gap between reacting and leading is getting visible. This edition shows what’s changing—and…
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303: Planning expansion: forecast: Q1 Initialize Forecast
I'm encountering a critical issue following my functional test. I can't find the correct Variance amount on the Sales Planning screen. I also noticed that several people have encountered this problem but without a validated solution. I've performed all possible checks: Procedure: SET- PLN-Initialize Planning SET - Flag…
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How to use "Export data view to file" function in to export data view layout on server.
Hi Guys, I am using "Export data view to file" to export the layout on server but getting error. Can you please help me to solve the issue.
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LEVEL300, Module305: Regarding Functional Test Question 1
Hi all! I am struggling with Functional test question 1 in level 300 module 305. Already checked all the steps 3-4 times, still cannot find what's the issue: when I am completing the steps for Functional test, I am getting correct result for 2 planning products, and the incorrect one for one planning product, as shown on…
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Validation on Checkboxes
Hello I have a scenario whereby i can check only one box at a time I tried creating a validation rule whereby i check the rt(of specific cube) , valid when < = 1. Unfortunately it does not work, i can check more than one checkbox at a time. Tried to lock cells "cells locked by Block" using rt(e) is not 0 i get following…
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April Outlook: Growth Concentrates, Value Spreads
April’s Economic Outlook highlights a shift in consumer dynamics that is reshaping growth patterns across North America. While overall demand remains resilient, it is increasingly concentrated among higher-income households. At the same time, value-oriented behavior is expanding across all segments, including those still…
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Data entry input validation rules
1. Abstract Data entry is an essential component of any planning application within Board. With a dependency on end users, applications should aim to minimize human errors. When data entry is enabled in Board, it allows our end users to input information and write it back into the Board Data Model, contributing to…
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Difficulty logging in to Board
Hello, We recently merged with another company, and employees from that company use a different email domain. We’re trying to grant Board access to one user from the new company. From the admin side, Board shows that she has successfully logged in. However, on her end, she’s unable to access the platform. We’re not sure…
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Board 15 is here!
We are proud to announce the newest version of Board, introducing AI capabilities, the new Board for Microsoft 365 Add-in, Operational Forecasting, new Presentation authoring management configurations, and a wide range of enhancements for Flex Grid. Read all about the Board 15 release in the dedicated release notes section…
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Board SQL Connector (Inbound ODBC Driver)
I am trying to export data from board that I can them import into Power BI using ODBC. I am unable to use the power bi addin due to the fact we are using a http site and do not have the Board Subscription Hub. This is for Board 12.5.Any help would be greatly appreciated. Thanks
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Level 302 STEP 12 Configure in Data view settings not visible.
Hi , In Level 302,Step 12 of build I am unable to see configure (Pencil Icon) on workspace shown in screenshot.Please help on this.
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Level 300, Module 306 : Facing issues in 306 functional test Q2
Hi Team, I am facing issue in 306 Functional testing Q2 after data entry for - Office salaries, Office Technology Software & Hardware and Global marketing Campaign in the Expense planning page. After following all the instructions and removing the flag from 6400 wages the following are my results: Office Technology…
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Introduction to Board: Analysis and Reporting OnDemand
In Module 1 Quick Layout option is not available
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Level 300 Module 306 Functional Test 2
Hi, I’m currently facing an issue with Level 300 – Module 306 Functional Test 2. I have completed and verified all the requirements; however, the system is still not accepting my results. Could someone please assist me in identifying what might be going wrong? Thank you for your support.