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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,…
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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…
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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:
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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.…
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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.
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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.…
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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…
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🎓Academy Reimagination is NOW!!
Board Academy 2025: A Year of Transformation — And What’s Next for 2026! In 2025, Board Academy embarked on an exciting journey to reimagine the learner experience - guided by one bold vision: Delivering the Right Education, in the Right Way, at the Right Time. . .Every Time! This transformation is shaped by you, and this…
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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…
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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…
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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…
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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
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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…
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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…
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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…
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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…
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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…
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🎓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,…
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Training 303
On the training 303 there are steps to choose Select Version Status. But I cannot find that entity? any clue?
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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…
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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…
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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…
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Level 300 Part2 when it be available
Hi Team, I have completed Level 300, Part 1. When is Part 2 available? Thanks & Regards, Muralidhar
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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…
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Level 200, How 6D data stored in 7D??
I understand the calculation logic but why we select calculation domain > extend > Version(enable)?? can anyone please explain this concept or provide any reference page to understand it.. How FX rate works?? How it is always selecting GBP data ?? what if we need to test it for other currency like eur ?? Thanks in advance 😊
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Flex grid /Data view updates?
Hi! Is there a post or discussion around upcoming Flex Grid updates? A few quality of life things I’d appreciate: divide by block header substitution formulas Column header wrap text Row totals and column totals (this is the most common question I get when walking planners through a flex grid object) And then, on the flip…
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Level 300, Module 306 inIndirect Global Expense Planning screen data entry not enable for all months
Hi Team, In Indirect Global Expense Planning screen only data entry enabled for Jan - March months only. If i am selecting "FCST 9+3" in version Entity data entry enabled for Apr to Dec months but Jan to March months data entry disabled. what could be the issue ?
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Struggling with the REST API
Hi, I would like to use the REST API in Board to access it outside of Board. We are currently still using version 12.6.2.88217, but will soon be updating to Board 14.5. We have an on-premises installation. I have read the following documentation on this topic: https://help.board.com/docs/the-api-queries-section…
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SAML on premise
We use Board on premise and want to use SAML. For the Web-Client it works fine, but we are struggeling with the SAML activation for the office plug in. I can't find any decent documentation.
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I’m stuck in Functional Test Question 1 for Level 300, Module 305.
I have reviewed the steps multiple times, Classic is not visible on the Sales Planning page. I have checked temporary cubes in New product planning data procedure and data flows everything correct. What could be the issues?