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Table of Contents: Community, Academy, Advocacy
Community ❓️Did you Know? Build Along with Board: Turning Guides Into Guided Walkthroughs Recordings & Replays at Your Fingertip Community Your Way: Notification Preferences Find It Faster: Content Tags Power Your Search in the Board Community 📢Customer Success Spotlight Long-Term Success with Board with Kristine Young…
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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! Board Platform Board 15: Featured Capabilities Board Flex Grid: The…
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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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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…
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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. This year, we’re…
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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…