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Level 200, Module 204: Initialize Budget button does not work ? #Level 200: Building a Plannin
Hello, I built an Initialize Budget procedures for sales and it works. I Then updated the same procedures in order to initialize Sales and expenses budget, but when I click on the button, it only initialize Sales Budget data view. To Initialize Expenses budget, I had to create a new Initialize budget button in Expenses…
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🎓Exciting News from Board Academy – New Solutions Courses Coming Your Way!
Academy is excited to share some exciting upcoming updates regarding our Solutions courses! Here’s what’s on the way: ✅ The Full Enablement Path for Merchandise Planning is targeted to be live by the end of Q1. ✅ The Go-To-Market courses for FCCR and Supply Chain Planning will be live by the end of this month. ✅ The…
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Level 300, Module 304: How do I upload the excel file into Smart Import? (You cannot perform data..)
Hi everyone, I completed all the tasks required by the course, but I’m having a problem. When I try to import the Excel file (JP0001 FCST 3+9 – Sales), the system doesn’t work. I’ve attached a screenshot of the error. Please help me! Many thanks
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Unexpected Behaviour: Data Entry with Pattern Base Allocation
Good day everybody! I’m experiencing an unexpected behavior with Pattern Based Allocation (PBA) in a Data View. I’m using PBA to enter a value at an aggregated level into a target cube (initially empty) and allocate it down to a more granular level using another cube with the same structure (driver cube). The issue is that…
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Call Procedure- Unable to open capsule procedure
Hi Team, we have call procedure step in open trigger procedure. while running this procedure we have faced issue it is showing error "Cannot load the procedure try to open the procedure with the editor and save it again" and when we try to open procedure it is continuously loading. Not only this procedure few other…
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Unbalanced Heirachy - Loading data into Parent without data in child entity members
Hi Team, We have Unbalanced hierarchy and we want to load the data into parent without data in child. eg: Here we have to load the data into Member 1.3 without data in child members 1.31 and 1.32. Member 1 Member 1.2 Member 1.3 1.31 1.32 Member 1.4 we have tried different ways but if we disabled the unbalanced hierarchy we…
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manage what SVG maps show
Hi, i was able to make the svg map running. But now I am confused because I dont know how to mange what it shows in the screen. It shows things like alarm Color and so on. How can I define what I want to show? Thank you
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February CommunityCast and Monthly Mission
💗 Welcome back to February's Monthly Mission. January was a content-packed month with the Community blog publishing a number of posts covering a range of topics. We've also implemented several user experience updates that you can learn about in the video below, and geared up for February's launch of the new Idea Exchange…
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Override security when displaying data in a bar graph
Hello, Is there a different way of overriding security other than the "Refer to"? We are trying to display all Business Units in a bar graph which means we need to override the security for all users. This allows them to compare their values to other Business units. Using "Refer to" to show all BUs in a bar graph means…
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sql data reader step is not working in procedure whereas it is running manually
There are bunch of data readers which i have ported along with some cubes and procedures , so everything is fine except the calling sql data reader step in procedure , it is throwing an error and going to error group whereas manually it is running perfectly, can any body help with this. please find the error from the logs.
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Cloning at Training Environment
Hello, I’d like to ask whether it is possible to clone a data model and capsule across different user training environments. The main goal is to ensure that conditions are consistent between User 1 and other participants during each training session. This would help us standardize the environment and avoid discrepancies in…
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Board 14.5 - Flex grid Code + Description concatenation
Notice that in Dataview, and everywhere else, the concatenation of Code and Description is separated by just a blank space. But in the flexgrid, it uses a hyphen. Can this be fixed in a patch? It makes things cumbersome when you're trying to compare things in an Excel export, you have to manipulate the data to do proper…
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Foresight Best Practices – Wave 2 Now Live!
We’re excited to share the next wave of Foresight Best Practices in the Community, featuring 10 new best practices. ➡️This second set of articles continues to expand on practical guidance for working effectively in Board Foresight. While the first wave focused on core modeling and data fundamentals, this new group rounds…
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How to address common challenges in developing Board presentations
1. Abstract Board Presentations enable users to transform governed reports and dashboards into interactive, shareable slide decks within the Board environment. While the feature provides flexibility and real-time data interaction, users may encounter practical challenges during creation, maintenance, and distribution.…
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Cannot reconfigure the Board 14 Mailer service under IIS
Hello, I have a Board on-premise instance (V14.4) running on a Azure virtual machine (operating system: Microsoft Windows Server 2016 Datacenter) using Microsoft IIS. The server is running well (thanks these instructions https://community.board.com/discussion/17975/how-to-setup-microsoft-iis-with-board-14-web-server ) and…
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Table of Contents: Board Foresight and Signals
Board Foresight and Signals The Insight Loop – October 2025, an Economist Roundtable Board Unveils New Foresight and Signals Products Missed the presentation of Board Foresight and Board Signals? Or still have questions? Board Foresight and Board Signals: Here are the Answers to your Questions! U.S. Stagflation and the…
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Table of Contents: Community, Academy, Advocacy
Community ❓️Did you Know? Build Along with Board: Turning Guides Into Guided Walkthroughs 📢Customer Success Spotlight Strengthening Long-Term Success with Board ✅Monthly Update & Badge Earning Opportunity April CommunityCast and Monthly Mission March CommunityCast and Monthly Mission February CommunityCast and Monthly…
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Table of Contents: Build Along with Board
Build Along with Board How to use advanced SQL statements to Bulk Insert in SQL table How to use Nexel to select custom time periods How to set up a 4-4-5 calendar Auto Max Item Number How to Edit the Max Item Number How to ensure correct rule behavior when using entity sorting
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Table of Contents: Releases
Releases Webinar: From Planning Cycles to Continuous Planning: Delivering Finance Transformation with Board Agents UPDATED: Board 14 release - a new 14.1 patch update is here! Celebrate the Board 14 Release with a Fun Competition Board 14.3 is here!
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Location of the log file when the new entity members added in On-Prem
Hi, Can anyone help me to find the log file that contains the timestamp of the new entity member added in On-prem. Please provide me the exact file name and path of that file. Thank you for your help
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How to transform sub hub user export into a governance dashboard
1. Abstract Effective user governance is a critical responsibility for Board administrators. Monitoring user access, license allocation, enrollment status, and login activity ensures compliance, optimizes license utilization, and strengthens security controls. This article describes how to design and implement a Sub Hub…
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Verify Expected Sign of Indicators Before Running Predict
1. Abstract Ensuring that each explanatory indicator has the correct expected sign before running Predict prevents mis-specified relationships and unnecessary reruns. Confirming sign direction improves model validity, interpretability, and efficiency. 2. Context Apply this best practice during Predict configuration, after…
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Test Scenario Sensitivity One Driver at a Time
1. Abstract Adjusting multiple assumptions simultaneously can obscure the true impact of individual drivers. Testing scenario sensitivity one variable at a time clarifies causal relationships and improves the credibility of scenario analysis. 2. Context Apply this best practice when building or reviewing scenario analyses…
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Limit the Number of Explanatory Variables to Preserve Interpretability
1. Abstract Including too many explanatory variables in a model can reduce clarity, increase instability, and weaken long-term performance. Thoughtfully limiting variables helps preserve interpretability, strengthen generalization, and improve stakeholder trust. 2. Context Apply this best practice when configuring Predict,…
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Validate Data Definitions Before Analysis
1. Abstract Before analyzing or modeling any dataset, confirm that its definition, calculation method, and source have remained consistent over time. Definition changes can introduce artificial structural breaks that distort correlations, weaken forecasts, and reduce analytical credibility. 2. Context Apply this best…
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Re-Run Seasonal Profiles After Major Data Restatements
1. Abstract Significant historical data restatements can invalidate previously calculated seasonal profiles. Re-running seasonal profiles after major revisions ensures that seasonal adjustments continue to reflect the true recurring patterns in the data. 2. Context Apply this best practice whenever a data source undergoes…
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Monitor Residual Drift Over Time
1. Abstract Residuals reveal how well a model explains observed data. Monitoring residual drift over time helps detect emerging structural change, missing drivers, or weakening relationships before forecast performance deteriorates. 2. Context Apply this best practice during periodic model reviews, particularly for models…
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Apply Seasonal Adjustments Consistently Across the Workbench
1. Abstract Consistent seasonal treatment across all indicators in a Workbench ensures meaningful comparisons and prevents misleading correlations caused by mixing adjusted and non-adjusted series. Applying seasonal adjustments intentionally and uniformly strengthens both exploratory analysis and downstream modeling. 2.…
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Ensure Explanatory Indicators Span the Full Analysis Period
1. Abstract All explanatory indicators included in a Workbench should cover the full selected analysis window. Ensuring consistent time coverage prevents unintended truncation of the training period and preserves the statistical strength and interpretability of results. 2. Context Apply this best practice after setting the…
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Set an Appropriate Start Date for Your Workbench
1. Abstract Selecting the appropriate historical start date ensures that analysis reflects relevant business conditions while preserving sufficient statistical depth. A well-chosen time window improves the interpretability, stability, and credibility of insights generated in Discover and Predict. 2. Context Apply this best…