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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…
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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
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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.
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Substitution formulas in column headers are inconsistent, and break sometimes. cannot figure out why
Here are some examples: In the main layout this works fine, but in a drilldown, the substitution formulas break. Here's another example: "@Version total" should be "FY26 Forecast (Apr) total", but I have other screens where I have the same setup, but it totally works If I can at least understand why it breaks, I might be…
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Level 200 – Could you please extend the expiration of the training environment?
Hello,Unfortunately due to time constraints, I will not be able to complete the Level 200 training I started within the allotted period. Would it be possible to extend the instance? If not, please reset the training environment after it expires. As for my progress, I have completed the course up to Module 204. Thank you.
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Will the board still load rows into the cubes if the entities have NULL values ?
Hi everyone, I'm currently facing a problem where some rows can't be loaded into the cubes. Some rows are loaded without any issues, but others are not. For example, rows where the entity is_productive = 1 are loaded into the cube, but rows where is_productive = 0 are not loaded at all. One important detail: for the rows…
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Flexible by Design, Successful by Discipline: Getting Board Implementations Right
Featuring: Lucas Charello, Senior Board Consultant at Kiwika and Community Captain. One phrase comes up often in Board EPM sales conversations: “You can build anything you want.” It reflects one of Board’s greatest strengths, but without the right discipline, that same flexibility can become a source of complexity. Board…
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Show Groups as unbalanced Hierarchy
Hello Friends, I understand we have a limitation on Board where when we use Show Groups as unbalanced Hierarchy as below,it will not show the level one if level 2 entity has only 1 member My P&L has 2 levels , was using the "Show Groups as unbalanced Hierarchy" for Totals, but unfortunately i have other members in level 1…
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Welcome and Meet Danylo
Welcome 👋 This Customer Success Hub is your place for practical Board guidance in simple-language. Here’s what you can expect here: Short videos and plain-English updates Practical tips and checklists you can save or forward internally Ask-me-anything sessions, recordings, and useful links Direct paths to the right Board…
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Customer Success Spotlight Series
Long-Term Success with Board Overcoming Common Challenges Value Realization Customer Self-Sufficiency
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The Board Community Experience Survey 4.0 is here!
We want your feedback! In an effort to keep the Board Community growing and thriving, we're reaching out to you, our valued members, for your thoughts and recommendations for taking our Community to the next level by taking part in version 4.0 of the Community Experience Survey. This brief and anonymous 10 question survey…
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Value Realization with Kevin Gough
Featuring: Kevin Gough is a Customer Success Manager and Community Captain at Board. Value realization over time isn't accidental. It's intentional. This month, Kevin Gough is here to talk about how he's seen customers maximize value in meaningful ways. Operationalize early Invest in internal champions Prioritize depth…
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Why Version Matters: Board 10 → 12 → 14 → 15
Quick question: do you know which Board version your team is using today? It may sound like a small technical detail, but it can make a big difference when looking for the right guidance. A model can be working well, but the version it runs on can still affect things like user experience, performance, reporting…
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🎓Discover What’s New in Board 15: A Customer Guide to the Latest Innovations
Are you planning your move to Board 15 or looking to learn more about its newest capabilities? We're excited to reintroduce our customer learning course, Getting Started with Board 15: What's New for Customers, a great resource designed to help you understand the latest innovations in Board 15. You may recognize this…
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Monthly Customer News Update - June
The Continuous Planning Edition The pace has changed. Your planning should too. Whether you’re managing volatility, scaling operations, or trying to reduce spreadsheet chaos before it evolves into an unofficial operating model, planning can’t wait for perfect conditions anymore. This month’s edition explores how…
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Month entity without year
Hi, I'm using a dataview for sales analysis. On the rows I have the year entity. I need to put the month on the columns, to get 12 columns of data (1 for each month). If I use the Month entity I get one column for each month of each year. My Year entity has 5 years, so I get 60 columns. Can the month name be extracted from…
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Missing alignment of the legend in the cartesian chart
Hi Team, Initially, I have cartesian chart with single data block. Then the alignment is fine. Now due to requirement change I have to add another block despite it is hidden. The alignment of the names is not matching with the icons in the legend. Could anyone please help me to fix this issue. Thanks & Regards, Vanam Pavan…
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Decimal points is being replaced by datareaders
Dear, Im facing an issue with the data readers whereby a value 37500.00 is being uploaded as 3750000 Grateful for guidance. Rgds
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How to get last closed month desc
Hello I have a button on my screen where i can re-initialise data for opened months based on the last closed month data. So i have a button "re-initialise forecast months based on last month (display the lastmonth) actuals" In below example my laste month is Dec 24, im trying to a do a filter on block d, but block d is not…
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EU Economic Outlook – Mid-Year Review 2026
As Europe enters the second half of 2026, economic growth remains intact—but the outlook has become more complicated. Energy market disruptions, renewed inflation pressures, trade uncertainty, and growing fiscal challenges have shifted the balance of risks across the region. Despite these headwinds, the EU economy is…
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Latest Value Per Month
I have a cube by Employee, Cost Center and Day. I would like to populate a cube which is by Employee, Cost Center and Month with the latest value (as close to the last day of the month as possible) for each Employee, Cost Center combination as shown by screenshot. Doing an extract reload unfortunately does not work as…
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block algorythm (downtotal) incorrect
Hi all I would like the down total of Pot Displacment in a seperate column. Which i tried in column dt(h) however it gives me a different result i want to -63.098. any idea what is wrong? Thanks maik
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Updates in Your Language 🌍
A quick update from me: the Customer Success Hub will continue to be published mainly in English, but I know it can sometimes be easier to review key updates, tips, and next steps in your own language. So, based on customer feedback, translated summaries will be available by request. If you would like a short summary of a…
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Automating Daily Sales Visibility with Board’s ‘Send To’ Feature
Featuring: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain. ERP transitions often create reporting challenges, especially when critical data exists in both legacy and new systems. During our transition to a new ERP platform, Board helped us bridge that gap by consolidating data from both…
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June CommunityCast and Monthly Mission
🚣Summer is approaching rapidly but the June CommunityCast and Monthly Mission are already here. May was rich with content and two particular additions to Community we think you should check out - learn more about those in the video below. Here are your one-minute, Community updates this month: Many thanks to to May's…
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How many unbalanced hierarchy maximum on a cube ?
Hello, I would like to knwo if there is any known limit on the number of Unbalanced Hierarchies that can be used in a cube and if the Board 15 Version changes something ? Thanks
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Board 12 to Board 15 migration - old #/upload screen not editable
Hello everyone, I’m currently migrating an application from Board 12 to Board 15 and I’m facing an issue with an old upload screen accessible through a URL like: https://myapplication-c1.board.com/#/upload The screen contains several upload file sections “Requests”, “Present”, “Budget” etc.) with Upload buttons. The main…
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Level 300 - Training Environment Errors
I'm constantly encountering system errors. I've tried RESTART and RESET, but the system still doesn't work smoothly; it crashes every 3 minutes or when running a procedure.
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My training environment keeps having issues
Hello, My training environment has a lot of issues, is this due to the latest update? thanks
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Level 300, Module 302 : How do I get access to All the source files used in the entire application ?
Hi Community, I have started the Level 300 course from the Academy and I am building the application on my local host rather than the live training instance. How can I get access to all the source(.csv) files used in this entire application? The Files have not been provided in the zip file available during the training…