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Report design Ideas to have 2 nested entities on rows with outer entity have calculted measures
I have a question about a report structure and would appreciate any ideas to achieve it. There are 2 entities - Measures & Channel Measures have the following members - The last 2 AOV members are calculated using formulae achieved through rules Weight Volume Revenue AvgOrderVal/Order = Revenue/Vol AvgOrderVal/kg =…
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cubes best practices
hello, Are there any best practices in terms of entites in a cube ? I have the cube below which has only several entries and I'm not able to display it with a dataview on a screen but I'm able to display it in a flex grid. What is strange is that I'm able to display it when i run a procedure with breakpoints. The…
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Error when loading files from Azur
Hello, From time to time we have troubles downloading files generated with data exports from Azure with the message below. The same files works for several time and suddenly we cannot load it anymore: thank you, Catalina
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What do the Longitude and Latitude do for Map Areas?
Hi there, I'm currently trying to use the Map-Feature more often. Espacially shapes. In the options for Map Areas I can choose shape name, Latitude and Longitude. But what exactly do the latter two do? As far as I understand it, all the relevant coordinates for areas are in the json-file you uploud into the Map-Object.…
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Board 14.5 flexgrid pivot, multiple nested column groups
Board instance: dolby-s1.board.com Screen: Revenue Input It's great that it collapses the columns when I have a 2nd column grouping under it. But now, when i expand a column for instance, it brings it all the way to the left, even if I expanded Q3, it'll bring it to the left of Q1 and Q2. Before expanding: After expanding:…
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Status Page New Feature: Delegated Technical Contacts
We’re pleased to announce the availability of Delegated Technical Contacts (Self-Managed) on the Board Cloud Status Page. This new functionality is designed to help customers—especially Board partners—ensure that the right technical stakeholders stay informed about incidents, maintenances, and service reliability, while…
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From GCR to FCR: A Name Change That Reflects How Finance Teams Work
Names matter, especially when they describe how finance teams actually work. That’s why we’re making a small change that better reflects how many of you use Board. As of today, we’re renaming our solution area from Consolidation and Reporting GCR (Group Consolidation & Reporting) to FCCR (Financial Close, Consolidation,…
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Board Collaborates with Microsoft to Bring Agentic AI Into the Core of Enterprise Planning
Domain-Specific, Enterprise-Ready AI Agents Support Continuous Planning Across Finance, Supply Chain and Merchandising Boston, MA — January 21, 2026 — Board, one of the leading Enterprise Planning Platforms, today announced the launch of Board Agents built on Microsoft Foundry. Board Agents deliver an intelligent suite of…
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Level 200, Module 214: Expense data load and publish don't work anymore in play mode
Hi, I've got an issue with the expense data upload & publish right now. Everything worked perfectly, and since I updated the ACT - Expense Data Publish procedure, I can't load and and publish data from the screen anymore. If I run the procedure from the procedure menu by clicking "run" (either the capsule or the data model…
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How to flag periods between two dates
1. Abstract In some cases, calculations are only valid within a defined time period with a specific start and end date. Therefore, it’s crucial to first identify this period to ensure the calculation is applied accurately. 2. Context Many business processes rely on calculations between two dates. For example, calculating…
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How to join two tables in SQL Datareader in BOARD 14.6
I want to join two tables based on their multiple common fields.How to do that ?
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How to version a hierarchy
1. Abstract Sometimes as well as holding the current state of a hierarchy, it might be necessary to also retain a history of not just entity values but relationships as well. 2. Context While it’s common to retain history of relationships in Board by breaking hierarchies into standalone entities and using matrices to track…
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Lev 300 - 306: Question 2 functional test result is incorrect
The indirect cost seem not allocated correctly, but i have checked the configuration many times, they are the same as described in the learning "Build Indirect Cost Planning and Allocation"
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January Economic Outlook: Inside US Manufacturing Shifts
The US manufacturing sector entered 2026 under pressure—but the headline numbers don’t tell the full story. Conflicting PMI signals at the end of 2025 point to something more structural than a simple slowdown. Our January outlook breaks down what’s really happening beneath the surface: a two-speed manufacturing sector…
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Level 200, Module 207: Data Entry is not working
I am configuring Sale Planning worksheet within Module 207 task. I am adding a Dataview object for Cube BUD - DE - % Increase, and I put Data Entry option = ON, but after applying and saving the configuration, the fields are not coloured yellow, and Data Entry is not allowed in Play Mode. I would like to know, what…
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Couldn't find "design mode" to make changes in the capsule.
In the board platform for Wipro, I couldn't find the design mode to make certain changes in the already existing capsule. I have attached the screenshot for reference.
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How to map entities using text cubes
1. Abstract Users often need to configure mapping cubes across applications in Board to maintain one to one relationships to entities. However, when these entities contain a large number of members, manually selecting or updating mappings directly in the mapping cube becomes cumbersome and error-prone. This article…
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Board 14.5. Flexgrid pivot mode, multiple nested columns
Board instance: dolby-s1.board.com Screen: Revenue Input It's great that it collapses the columns when I have a 2nd column grouping under it. But now, when i expand a column for instance, it brings it all the way to the left, even if I expanded Q3, it'll bring it to the left of Q1 and Q2. Before expanding: After expanding:…
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B14 203: Data View not populating
The data view is not populating to match what is shown in the training. My data view: Training data view: My data readers do not have any discarded data.
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Use Entity in Algorithm - Entity showing the count of members not the value
Hello, How can I get the value of Custom A Entity so I can use it in my Algorithm? Currently, I am adding it as a data block in the layout but it's showing the total members not the value. The by row has 4 Entities - Reporting Unit, Custom A, Group Account, and Comment. I need Custom A for my algorithm but when I add it as…
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relationships in data reader
Hello, I want to fill in a dimension in my data reader based on entity related to another in my file. Please, find below my example: I want to fill in AT - Recepteur Entity based on Company entity which is relathionship with CFI - Valeur il my example. Is there a way to do this ? thank you!
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Level 200, Module 204: Why is the RUN button not enabled after following mentioned steps?
Description: I’m working on Level 200: Building a Planning Solution (Module 204). I enabled Log for H - Product, H - Location, and H - Material Data Readers, selected the respective CSV files, and checked the boxes for these readers. However, the RUN button remains disabled. Question: Why is the RUN button not enabled…
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B14 201 Part 1 - Building a Planning Solution in Board
Hello, I started building my db but I don't find the csv files to load the trees with the data readers. I don't see any data file. What am I doing wrong ? thank you, Catalina
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Need help with substitution formulas
How do I apply a column header to a datablock where it doesn't show the entity name? This is the formula I put in: @Selection _Ex(Entity="Category (Rev)",Display="Desc") Result: Category (Rev): FY25 Forecast (Jul) I don't want Category (Rev): to actually show.
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Substitution formula not working in block header
So I just want a dynamic trend, where Current Quarter is selected by the user, and then there's trailing 8 quarters. But I want all the quarters to be named accordingly, and pull their fiscal quarter entity member accordingly by description. All the earlier columns are using fiscal offsets, -3, -6, -9, etc… But for some…
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B14 Level 200, Training Instances
I'm continuing my Board Lesson Journey on B14 Level 200 part 1. But, when the training instance set up done, there are no data models. It just show only 1 screen on the capsule. Know I stuck on Module 202, since I need to learn about B14, any suggestion to get this done?
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API Integration
We were loading the actual data in our application in BOARD with manual files. Now we want to integrate it with ADW Datalake. Please let me know how we could connect the servers with BOARD to fetch the data instead of loading it with text files.
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How does BOARD handle concurrent execution of procedures?
Hello, We have a procedure which clears some cubes and then runs some data flows to reload the cubes. The procedure may be triggered by user activity. If two users cause the procedure to run at about the same time what happens? Does one run and complete before the other is executed? If not is there a way to single thread…
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Could you please help me to extend my board training instance?
Hello Board Team, Could you please extend my training instance, which expired on 13 November? Or you could undo my registration or reset it so that I can register again and access the training. Thanks in advance for your support.
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New course version: B14 Level 200
B14 Level 200: Building a Planning Solution in Board, will be updated and available for learners in Board Academy on Monday, April 18. This course is designed for those who have completed Level 100 and it has been restructured into three distinct parts, approximately five hours each: Part 1: Learn how to work with…