-
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…
-
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…
-
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…
-
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.…
-
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…
-
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…
-
Smooth Volatile Indicators Before Modeling
1. Abstract Highly volatile indicators can obscure meaningful patterns and weaken correlation quality. Applying appropriate smoothing techniques helps stabilize signals and ensures analysis reflects underlying trends rather than short-term noise. 2. Context Use this best practice when using sentiment surveys,…
-
Enabling Dataset download to a file for User
Hey Everyone, Has anyone ever enabled a user to download a dataset to their system/PC? They are on a cloud instance of Board, and the data is coming from one specific cube, but the extract procedure places it in the shared drive, and I can't use the extract from data view because the cube has too many entities. Would…
-
Capsule permissions
In the Ressources i found the Documantation for the Folder Securities, but how can i manage the access to Capsules on the Top Level? We have some capsules on the same level as Folders… but in the security section i can only select Folders:
-
Q1 - Functional test - Level 300, Module 306
Hi, Can someone help me with this answer? Please Thank you so much
-
Drill Down layout configuration.
Dear Peers, I hope you all are well. I am working on the Board 14.5 bugs right now. I want to configure the layout which opens when I drill down on a column in data view. There are multiple entities in Axes, I want to make it flatten group to make the view easy to work with. Please help as I am unable to find this option.…
-
Dynamic Header on Dataview
My client using Board 14.2. Is there any possibility to do some Dynamic Header on Data view. Such as, if cube a<30,"XXX","YYY". I tried to put the formula on Header, but the visibility of the Header on Play Mode still the formula itself.
-
Build Along with Board: Turning Guides Into Guided Walkthroughs
If you’re looking for reliable, actionable guidance in the Board Community, Best Practices and How-to Guides are the place to start. Whether a guide is created or curated, it’s always reviewed and validated by Board’s internal Center of Excellence—so you can trust what you’re applying in your own work.…
-
Funcitionality Board Add IN
Hello, I have a question regarding the office add-In for excel. I tried to recreate a report in excel. In the screen selection, the entities "Kostenträger" and "Sachkonten" are already excluded in BOARD. However, when I exclude "Kostenträger" via the sheet selection in the add‑in, I’m not able to exclude any additional…
-
Board Certification Update
The response to the Developer Certification opportunity has been solid. Over 120 customers have already completed the exam, with 84 passing the first attempt. We're happy to share that the exam will continue to be FREE for customers until at least June 30. Register for the exam today in Academy. Prerequisites are…
-
different number types and Totals
Hi there, 2 questions in one post. I have multiple entities which need a different number formatting. eg. Days don't need decimals while the rates yes. share rows should show a % sign at the end. Any idea how i can manage that? can i do it through rules somehow? second question - Totals don't make sense any idea how i can…
-
US Economic Outlook: February 2026
As the U.S. economy moves toward 2026, consumer spending growth is increasingly concentrated among high-income households. Board’s February Economic Outlook explores how this K-shaped dynamic reshapes risk, volatility, and planning assumptions for business leaders. Rather than broad-based income gains, today’s expansion is…
-
Breakpoints for a regular User
Hello, Are breakpoints supposed to be ignored for a user with a regular User license? I'm trying to investigate a Procedure that fails when running as a User, but not as an Admin. Can't find any documentation regarding this. Thank you
-
Monthly Customer News Update - February
The Innovation Edition From Emerging Ideas to Real-World Impact Innovation only matters when it changes decisions. This month’sedition looks at how AI, predictive intelligence, and unified planning arealready shaping how organizations plan, adapt, and execute, at every level. Agentic AI and the evolving CFO role Board…
-
Custom Time Entity
Hello, I am looking for the best solution to define a custom time entity. For example, I would like to select: last 3 completed months, last 6 months, and last 12 months. The goal is to see the same cube three times in a data view with the respective reference to the 3,6,12 closed months. The whole thing should be…
-
Backup Procedure Fails
Backup Procedure Fails when we give the custom path to customized path (NAS). this path can access from the server and the backups are able to run to the same path from Board 12.6 but am unable to do same from the Board 14. Can you share your inputs if anyone know the solution. I have compared the config files in both…
-
Drill Down / Anywhere Configuration Best Practice (Code + Description)
We have a Profit Statement Report that has Reporting Account by row (1st screenshot). It is currently configured to only show Description for this entity, and we do not want to change it to Code + Description for internal reasons. However, we want to give users the ability to drill down / anywhere into the following three…
-
Introducing The Boardroom!
Welcome to the Boardroom, Board's inaugural monthly LinkedIn newsletter which explores how finance, supply chain, merchandising, and operations leaders move from static cycles to continuous, connected enterprise planning. The first edition dives into a shift reshaping the space: enterprise-ready agentic AI, and how Board…
-
🎓LEARN! GROW! ACHIEVE! We are happy to share some exciting updates and launches in Academy.
📚New Courses launched this month: Solutions Overview About this course: This course introduces Board’s Solutions strategy and explains why it is critical to delivering faster, more consistent customer value. You learned how Board has evolved from a flexible platform to a solutions-driven approach, how Engineering,…
-
Training 303
On the training 303 there are steps to choose Select Version Status. But I cannot find that entity? any clue?
-
Transition container not showing dataview with yearly cumulative value. Potential bug?
Hi Board Community, When using a Transition Container, a Data View configured with Yearly Cumulative Value (YCV) behaves inconsistently between modes. In Design mode, the YCV Data View sometimes displays values correctly. However, in Play mode, the same Data View renders completely blank. Other Data Views within the same…
-
Introducing the New Board Idea Exchange
The Board Idea Exchange is where Board Customers, Partners, and Employees share ideas, provide feedback, and help shape the evolution of the Board platform. It’s a central space for proposing enhancements, discovering what others are asking for, and engaging with ideas that impact how you work. We built this portal to…
-
ALM Transporter Package flags procedures that haven't been changed
Hi, We have recently upgraded to 14.5 (Revision 0.0.447261) in our on-prem environment, and we are experiencing an anomaly with how the transporter package works. When we compare two environments, we are getting flags for procedures that have not been changed. The log for all of these cases just says "Steps". We know for a…
-
Level 300 Part2 when it be available
Hi Team, I have completed Level 300, Part 1. When is Part 2 available? Thanks & Regards, Muralidhar
-
Scheduled Infrastructure Update for Board SaaS Instances
Dear Board Community, We would like to inform you that we will be carrying out required planned infrastructure maintenance on Board SaaS environment in the coming months of 2026. This activity is required as part of our ongoing efforts to maintain a secure, stable, and up-to-date cloud platform, including the replacement…