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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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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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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.
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Nexel- Allow write in place not working
Hello Friends I am trying to use nexel to select custom time periods based on below link How to use Nexel to select custom time periods — Board Community My only problem it is not saving the cube, as you can see below, the time selector is well calculated in the nexel layout. the time selector cube has 2 dimensions namely…
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Can I set up "auto incremental" option in smart import?
Hello, I have a smart import with an auto incremental line. The format of the entity code should be INT001, INT002…. When I use auto incremental option in smart import codes are 000003, 000004…. Is it possible to make a formula or something else to have an incremental code in format INTXXX? Thank you for your help
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GCR Set up Structure
Relating to GCR Group Structure Set up, I have a case that have 3 consolidation node, the structure is set up as in the attached. It does not seem right since when I drilled down to the GROUP node, I should be able to see all the reporting unit from 1-20 Similarly, when I drilled down from ICO node, I should be able to see…
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Level 300, Module 305, Product and Driver Mapping Data View Object Dataview Setup
Hi, I'm stuck on module 305, trying to set up the Dataview in 'Driver and Source Mapping' screen. I'm following the steps, but my Dataview is completely different from the screenshot. Could you please help me figure out why? This is how It look like on the module. And this is how I have it on my side If you notice in the…
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Can you Procedurally Export to Excel?
We have a budget cube that is loaded to via the smart import object. After a bit of transformation on our end, we want our users to have the ability to export this data in xlsx format (same format they initially loaded to in the smart import object) for their own purposes. We would like for there to be an interactive…
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Board Level 204, issue on the test "Vérifiez que le data reader ACT - Units and Sales est fonctionel
Hello Board community, Hope you are good ! While testing my data reader (in the second question of the test), I am not able to charge properly the test ITALY : and if I press the stop on error I have only one : I believe this is linked to sales person but I am not sure. I checked the mapping and everything looks OK but…
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Are exclusions of certain characters possible while entering text data ?
Is it possible to exclude certain characters, spaces, enter etc. when entering text data in board? E.G. Data Entry for a space " " is forbidden.
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Substitution Formula in message
I am trying to use a substitution formula in a message and for some reason I can't get it to show anything. I feel like it should be straightforward but I couldn't find anything in the documentation that states something should be different when compared to a dataflow etc. This procedure is a capsule procedure if that…
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Is there a way to only show one direction of procedure link in Impact Analysis
I have managed to semi automate documentation of Procedure to Prodecure Links utilising an extract of the impact analysis. However I am getting duplicated entries due to the impact analysis showing. A—>B B—>A Which makes sense as if I searched on B I would like to see the connection to A and vice versa but is there a way…
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Level 300, module 303 wrong results on funtional test
Hi all, So i finished the module 303 Still seems that there is a descripancy on variance total result, as is been flagged as wrong. Here is a screenshot of my results: What could be the problem? Thanks!
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Your 2025 Gartner® Magic Quadrant™ for FCCS - See how Gartner evaluates Board
We have big news to share! Board has been recognized as a Challenger in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions (FCCS). We believe this recognition underscores our commitment to delivering exceptional experiences for end-to-end, enterprise planning that includes financial…
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Level 200 - Training environment expired
Hi, Due to unforeseen circumstances the level 200 training I started expired and I was not able to complete it due to time constraints. I would like to restart it to complete the level 200 training but I just get the expired message. Is it possible to extend the instance? If not, I would request you to reset the training…
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Drill down to multiple screens
Hi all, I hope this message finds you well. I'm reaching out for assistance with a specific report feature I'm trying to implement. I’m aiming to create a dynamic drill-down functionality within my report. Essentially, I want to be able to select a cell from a specific column in my report, which should then navigate to a…
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How to use validation rule to avoid special characters in text cubes
1. Abstract Text cubes in Board applications serve as flexible data entry points, allowing users to input free text such as comments, narratives, or descriptions. While these cubes offer a simple interface for capturing data, they also come with a set of challenges due to the variety of text input formats that users may…
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Spring forward with a Board Community refresh!
Spring is a season for change, and the Board Community is all about it! We’ve listened to your feedback and given the Community a refresh, making it even easier to navigate, find content, and stay connected. Check out what’s new: Threaded discussions: Deeper conversations, improved engagement The Platform and Academy…
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level 300. module 303 - Build the planning expansion: forecast. "Update P&L" label is missing
HI all, I need some helo here, I am following this portion of 303 training Build the planning expansion: forecast. The thing is that in my instance that "Update P&L" is missing, I checked previous steps to rule out that maybe I could skipped it but there are no previous instructions about creating that label. I can create…
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Setting up Broadcasting feature with a custom-built directory cube followed by a procedure
I'm trying to create a cube with email address, subject, and body filtered by a selection the report offers. Followed by a procedure.
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Difference between using a Rule in a Data Block vs. in the Layout below a Data Block
I would like to understand the difference between applying a Rule directly in a Data Block and using the same Rule in the Layout below a Data Block, as shown in the images. ("Conto Economico" is a generic Rule that is not related to the "Fatturato Lordo" cube, but it is used to illustrate the different ways a Rule can be…
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Missed the presentation of Board Foresight and Board Signals? Or still have questions?
Thank you to everyone who joined our webinar yesterday! We were excited to introduce our latest products, Board Foresight and Board Signals. Your enthusiasm for these innovative tools is truly inspiring. With AI and economic intelligence, these products are set to revolutionize Enterprise Planning. In case you have missed…