Board Community
Discussion List
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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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US Economic Outlook: August 2026
Beyond the Strait of Hormuz: What the Disruption Revealed About Global Trade The Strait of Hormuz became one of the most closely watched trade corridors of 2026. While much of the discussion focused on energy markets, the disruption revealed a broader story about how global trade responds during periods of geopolitical…
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Decimal values are incorrectly processed in text algorithms
Hi, I need to lock/unlock the data entry based on configured thresholds, therefore I need to work with decimals (stored in a cube) in text algorithms (input data validation rules for data entry in data views), but this leads to problems, because they are incorrectly processed and because of that its not working - see…
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How to display calculated TOTAL row value in a Label
Hello, when I copy the following data view into a label, the label shows -100 instead of the aggregated TOTAL result (-13.64%). Current Month and Previous Month values are generated using month selection flags, so I need the aggregation on month level. How can I display the TOTAL value (-13.64%) inside a label?
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Customer Self-Sufficiency with Robin Salk
Featuring: Robin Salk is a Customer Success Manager and Community Captain at Board. Self-sufficiency helps customers move faster and make more informed decisions. When you can build reports, update models, and analyze data independently, you can respond to changing business conditions and priorities without waiting for…
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Level 200 - Training environment expired
Hi, Unfortunately 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 like you to reset the training environment. The email…
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Restricting the disabling of sorting on column in flexgrid
Hi Team, I have a flex grid object, there i am using a multiple sorting on it, If i click once, it changes to ascending order ↑ If i click again, it changes to descending order ↓ If i click it again, it removes the sorting order. it exceeding the no. of clicks so, here customer don't want to remove the sorting on the…
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Board's Latest Release Advances Continuous Planning
By: David Marmer, Chief Product Officer, Board Board's Latest Release Advances Continuous Planning with More Capable AI, Connected Planning Experiences, and Enterprise-Ready Governance Earlier this year, we introduced Board Agents, a new generation of domain-specific, persona-based AI designed to help finance and…
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Board 15.1 is here! 🚀
We're excited to announce the release of Board 15.1, bringing major enhancements to Board Agents, Operational Forecasting, the Board for Microsoft 365 Excel Add-in, and the Platform, with a strong focus on enterprise AI, planning productivity, and user experience. What's new in Board 15.1 Smarter and more powerful Board…
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August CommunityCast and Monthly Mission
🏖️Happy August to all our new and returning members! July was a great content month for Community, along with a few user experience additions that we'd like to highlight, so make sure to check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to July's participants, @Holly…
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Lock column totals
Hello , I have a dataview in data entry mode. However, i would like to lock the column totals Anybody has a solution for me. Thanks
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How to subtract two totals from different layouts?
Hi all, I am currently working on a report/dashboard and need help with a calculation.I want to subtract a total value found in one layout from a total value in a completely different layout. Could you please guide me on how to achieve this? Kind regards, Adam
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July CommunityCast and Monthly Mission
🌞Happy July to all our new and returning members! June was paced with a variety of great content added to Community, as well as a couple user experience changes we think you'll value - check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to June's participants, @Nico…
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30 June 2026 15.0.0.3.568055
We are pleased to announce that a Board 15.0 (V 15.0.0.3.568055) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Procedures Broadcasting Charts Drills Rules Unbalanced Hierarchies Read more details about the most recent bug fixes. Changes…
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26 May 2026 15.0.0.2. 545137
We are pleased to announce that a Board 15.0 (V 15.0.0.2. 545137) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Board AI Agents Substitution formulas Cubes Procedures Dynawrite Read more details about the most recent bug fixes. Substitution…
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27 April 2026 15.0.0.1.522641
We are pleased to announce that a Board 15.0 (V 15.0.0.1.522641) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Data View Flex Grid Localization Procedures Selector Read more details about the most recent bug fixes.
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Advice needed on how to manage 2 reporting periods in a Board application
Hi everyone, We have the following situation. Our client has multiple companies, 2 companies have the reporting period from February until January, and the 3rd company has a regular reporting period, from January until December. Currently, we set up 2 Timelines (entity called Cluster Timeline) and it appears in the master…
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e-mail subscription error
Good morning Since a while the e-mail subscription tool is not working anymore for anyone on my company Board Platform. The page couldn't be open and the subscriptions are not working anymore. Trying to access it gives back the unhandled error that follows: at…
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Hide Total Column or Grand Total Column in Data Views
Hi, I’d like to hide the “Grand Total” column on a screen. The sum across multiple years doesn’t make sense. Unfortunately, I haven’t found anything so far that helps me with this. Some of my colleagues have also encountered this use case in other projects and were unable to resolve it. Can you help us? More details are…
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How can I correctly display a revenue ratio?
How can I correctly display a revenue ratio (costs as a percentage of of revenue) in Board?No matter what I've tried so far, as soon as I have row and column totals, the ratios for the totals are not displayed correctly. I used a cube without an account entity, into which I only wrote the revenue. I used the original cube…
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🚀 Now Available: Board 15.1 Overview—What’s New for Customers
Discover what’s new in Board 15.1! Our latest course is now available on Board Academy. This training provides an overview of the key features and enhancements introduced with Board 15.1, helping you understand what’s new and get ready for the latest release. 📚 Start the course here: Board 15.1 Overview: What's New for…
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Data reader - new master data members got an arrow as a prefix
Hi everyone, I built a data reader that pulls master data from SAP and when I ran it last time new records got this prefix, either 1 or 2 arrows. Can anyone advice on how to fix this? Should I clear the entire entity and try again or do something else?
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Which business challenge would you most like to see Board Agents help your organization to address?
Board Agents can support a range of planning and analysis workflows. We would like to understand which business challenge is most relevant to your organization so that we can share more useful examples and resources.
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Monthly Customer News Update - Summer
The Summer Edition Leave a few things behind this summer. Before planning season picks up again, take the opportunity to shed what slows you down: manual work, unnecessary complexity, outdated assumptions, and unanswered questions. This edition explores how Board customers are using AI, simplifying planning, and preparing…
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Quick Configuration Wizard
How or where I can download/access the Quick Wizard File for FCR 2.0? Also is the quick configuration wizard restricted to depicif FCR versions? As a new user with a fresh FCR Environment I want to load meta data via wizard but I can't find it in the azure or from export from wizard file, I checked in batch loading folder…
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How to Implement Dynamic Image Management
1. Abstract Board Image Cubes provide an intuitive and user-friendly way to upload and preview images within an application. However, storing image binaries permanently inside the Board data model is not recommended for medium and large implementations because it increases application size, impacts backup and deployment…
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Six Months In: What We're Learning from the Board Idea Exchange
Six months after launching the new Board Idea Exchange, the Community continues to actively share ideas, vote, and engage in discussions. With more than 100 new ideas submitted, growing collaboration through comments, and ideas progressing through every stage of the review process, we're receiving stronger signals about…
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Calculating the Row Total
Hi all, Is it possible to get the row total of an algorithm data block? When I use the rt() formula for data block d (see table below), it seems it's getting the total first of the factors before multiplying them instead of just summing up the result per month. Layout Row: Client Column: Month Data Block Data a Value b FX…
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Can I have an alert on both the block and the figures?
Wanting to have the block change to a light red while the figures go dark red when the numbers go negative.
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Charts - Labels
Hi, I have a waterfall chart. How can I make my negative variances formatted in parentheses? For example, -5 would be (5). Thanks, Chris
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Upcoming Events
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Board Beyond: South Africa
Transform the way you Plan Step into an event engineered for planners, analysts and business leaders who are ready to move beyond traditional processes. At Board Beyond 2026, you’ll discover how planning evolves into an adaptive, AI-driven ecosystem. You’ll see how your organization can monitor, predict, analyze, simulate…
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See the Board Merchandiser Agent in action
Smarter merchandising planning with built-in AI Every season, merchandising teams need to decide where to invest, whether the plan is working, and where inventory risk needs action. Too often, those decisions happen in separate cycles. Category plans are set pre-season. Performance is reviewed later. OTB and WSSI risk is…
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AI-native planning for decision-ready supply chains
When demand shifts, supply tightens, or costs change, supply chain teams need to respond quickly. But understanding the impact, comparing options, and aligning operations and finance can take too long. Fragmented plans, disconnected workflows, and manual coordination slow decisions across demand, supply, inventory, S&OP,…