-
Advanced Smart Import
1. ABSTRACT The Smart Import object facilitates the upload of data (master data, transactional data) to Board. Before, Dataviews with line number entities or CSV blob cubes with export/import procedures were required to upload the data. In addition, a complex check logic (if implemented at all) was required to detect wrong…
-
License health check: 5 questions to ask every quarter
As your use of Board grows, it’s normal for your user list to grow and change too. New people join. Roles change. Teams reorganize. Some users need more access, while others may no longer need the same level of access. That’s why it’s useful to do a simple license and access health check every quarter. This does not need…
-
🎓New Academy Course: Introduction to Data Modeling OnDemand
A new way to learn Data Modeling is here! We're excited to launch Introduction to Data Modeling OnDemand, our new dynamic, video-based learning experience that replaces the existing L200 Instructor-Led Training. As part of this transition, L200 will be sunset on August 15, 2026. From that date onwards, learners should…
-
Dynamic Map Legend Based on KPI Range
Hi everyone, We're looking for a way to generate map legend ranges dynamically based on the actual KPI values displayed on a Board map. The KPI is a calculated metric used in the map. The goal is to determine the minimum and maximum KPI values across all displayed territories and automatically create 5 equal classes for…
-
Cube Extract Error
Hi Anyone an idea what that means or where i could look up error codes? The procedure failed while executing: 2. Extract cube Comments: Object reference not set to an instance of an object. [CorrelationID: 9b8f6632-92c7-4c03-bfb0-73f4b7d1663e]
-
How to display the unbalanced hierarchy in the collapsed view in the dataview?
Hello Board Team, A client has an Account entity set up as Unbalanced Hierarchy. They have a simple dataview with 1 block using a cube with actuals, and they want to display Account entity in rows in a collapsed view: e.g. to show "+ 1P SVOD line" by default, and when end-users click on it, 3 revenue sales lines show up,…
-
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…
-
Dynawrite, the user clicks W, DOWNLOAD, the 'Oh no!' error appears
I am tired of seeing this bloke changing the lightbulb. Can anyone provide a solution? The user clicks the W, the pop up appears, they click DOWNLOAD. Next the 'Oh no' message appears. HORRIBLE WORKAROUND: In the pop up, click MORE. Deselect a Dynawrite object (but you don't know which one so you must do this several times…
-
US Economic Outlook: July 2026
U.S. manufacturing has outperformed expectations during the first half of 2026, but the recovery is not happening evenly across the industry. In the July Manufacturing Outlook, Board Senior Economist Matt Hillman examines the growing divide between core manufacturing and consumer-linked manufacturing, explaining why…
-
B14 Level 200: Environment Issues
Hi Everyone, I have the following issues with B14 Level 200: 1)I cannot find the relevant files to populate the entities (like Porduct, Material, etc…) 2)I cannot access Admin Portal (I get the errore PAGE NOT FOUND) Can anyone help please? Bests Gianluca
-
Academy B14 204 - Data not loading appropriately
I've followed the steps closely but can't seem to get the data to load in the data view as it should. The Units and Sales data reader correctly records 13k valid records, and Location, Material and Product data readers are all fine too. Very confused as to what's wrong
-
Level 200, Module 204: Create cubes for sales data
Hello everyone, I’m currently stuck at a step in the training and could use some help. According to the training material, after populating the entities, I should create a sales data cube. However, I can’t find an option to create the cube. The only option I seem to have is to copy an existing cube, so I suspect I may have…
-
Course B12- 204 Cannot locate files
Hi Everyone, I am in the course 204 lesson 5. When I try to set the Data Reader with the Path C:\Board\Dataset\Hierarchies and Data i cannot file any file (I tried different patterns like *Product Trees*.csv, *Product Trees*, * Product*).
-
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…
-
Board 15. Integration Board Cloud with Microsoft Fabric
I read a post in this community related to connection of Board on premise to Microsoft fabric. I've intended that there is no data store in Cloud connector that allows you to connect Board natively to Fabric. What could be the best method to use? We need to read from Fabric and write back to it.
-
Dynamic File Name based on Entity Member.
Hi Guys, I am exporting a layout to the server, and I need the output file name to be dynamic based on the selected entity member in the procedure. For example: If the Data Category is Entity and the selected member is Actuals, The generated file name should be: Actuals_Report.csv Could anyone guide me on how to achieve…
-
How to refer any particular cell or range of few cells irrespective of entity codes in nexel?
Hi Team, I am facing an issue with nexel function, I have table with two blocks with month as column Now i am trying to refer the 1st cell of the 1st block which means in Jan column to 1st cell of second block in the same way i need to sum of all 12 months and display it in 2nd cell of the 2nd block Now I can easily do…
-
Master Layout selection - Substitution formula
Hi I have screen with multiple tabs. I made a selection on the Master Layout and all other tabs / layouts adjust to my selection. Is it possible to show in a label what i have selected? similar to substitution formulas? Thanks Maik
-
June Wrap-up with Board: 5 minutes
Monthly Customer News Update – JunePlanning can no longer wait for perfect conditions. This June edition brings together practical insights, customer stories, and thought leadership around one important shift: moving from static planning cycles to more continuous, connected, and decision-ready planning. So here is the…
-
Detail by Month, adjoining blocks
So this is my desired output in terms of how the columns are ordered. By MONTH: Actuals Forecast Variance I tried seemingly every which way to get this achieved result, and the only way that "almost" works is doing detail by for all 3 blocks, but adding "order" and keep top 3, for all 3 blocks. But ascending in this…
-
Level 300 : Module 303 Functional Test Mismatch in numbers
Hello Board Team, I am getting different numbers for Functional Test Question 4 I think even after selecting all the countries the data doesn't change since the default selector for country has UK selected the data is shown for UK and after resetting the selector for country the data doesn't change first image has UK as…
-
Board Support Resources: Sign in to learn more
The Support category here in Community is a great place to get started when you like self-serve options for fast answers. Learn more here: ➡️Your feedback informs our roadmap. Tell us about your Community experience! ❓️What else would you like to see? Drop us a comment. ✅Check out more from this series to maximize your…
-
Flex Grid Configuration Issues : Locked Cells and By Column properties issues.
Hi everyone, I'm trying to recreate the Flex Grid layout shown in the screenshot (I've hidden the cube names, hopefully that's not an issue). In Cube 3 (Block C), I enabled Data Entry and set Detail By = Column: Month. Data entry is locked by Condition Block G, which is an algorithm also configured by Month. Due to the…
-
Board Cloud - why it's your next step?
Quick question: When you think about your Board, do you think about "Can we host and manage it ourselves?".. OR "How do we make Board easier to operate, evolve, scale, and keep ready for the future?" ⏭️🔥 Neither answer is wrong, but both of them lead to very different level of responsibility. Board Cloud can change the way…
-
Co-Innovation in Action: Designing the Next Generation of AI Experiences
Last week in Paris, we brought together customers, partners, product leaders, UX designers, solution experts, and AI specialists for a three-day AI Design Innovation Lab focused on focused on how AI can help organizations plan, adapt, and decide with greater confidence. The goal was not to discuss AI in theory. It was to…
-
The Future of Planning Isn’t Another Chatbot: Board Introduces Supply Chain and Merchandiser Agents
New AI Agents deliver continuous, governed planning decisions — intelligence connected to a continuous plan, not isolated answers BOSTON — June 24, 2026 — Board, the AI continuous planning platform, today announced the availability of its new Supply Chain Agent and Merchandiser Agent, expanding its growing portfolio of…
-
Error when using a data reader called via ODBC SQL Server Driver in a board procedure
Hi everyone, I don't understand why I'm getting various error messages in the log files of a procedure when I access our SQL Server using a DataReader. Here is a detailed description of the problem: Errors are being written to the log files even though the data reader is reading the data correctly. The error does not occur…
-
Conditional formatting of data labels in the Waterfall Chart Object
Hi everyone, I'm working with the Waterfall Chart Object and I'm trying to apply conditional formatting to the data labels (the values displayed above each bar). My goal is the following: Positive values → label displayed in green Negative values → label displayed in red For example: +200 → Green label+180 → Green label+30…
-
How to calculate the data among the entity members of same entity
i have a entity called "Test" members of its entity are Test1, Test2, Test3, Test4 Now i need to do a calculation such that Test1+Test2-Test3 and store this value against Test4. can you please help me in this. Thank you for support
-
Cartesian bar chart, bars move too far away from the x-axis when there's a slight negative number
The negative amount in this case, is that tiny green sliver in FY22, FY23, and FY24… but it moves everything so far away from the x-axis that it looks jarring. I can't find a workaround here that will be dynamic for several users, using the same screen.