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Discussion List
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Show Groups as unbalanced Hierarchy
Hello Friends, I understand we have a limitation on Board where when we use Show Groups as unbalanced Hierarchy as below,it will not show the level one if level 2 entity has only 1 member My P&L has 2 levels , was using the "Show Groups as unbalanced Hierarchy" for Totals, but unfortunately i have other members in level 1…
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Welcome and Meet Danylo
Welcome 👋 This Customer Success Hub is your place for practical Board guidance in simple-language. Here’s what you can expect here: Short videos and plain-English updates Practical tips and checklists you can save or forward internally Ask-me-anything sessions, recordings, and useful links Direct paths to the right Board…
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Customer Success Spotlight Series
Long-Term Success with Board Overcoming Common Challenges Value Realization Value Realization Customer Self-Sufficiency UX Research & Customer Benefits
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The Board Community Experience Survey 4.0 is here!
We want your feedback! In an effort to keep the Board Community growing and thriving, we're reaching out to you, our valued members, for your thoughts and recommendations for taking our Community to the next level by taking part in version 4.0 of the Community Experience Survey. This brief and anonymous 10 question survey…
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Value Realization with Kevin Gough
Featuring: Kevin Gough is a Customer Success Manager and Community Captain at Board. Value realization over time isn't accidental. It's intentional. This month, Kevin Gough is here to talk about how he's seen customers maximize value in meaningful ways. Operationalize early Invest in internal champions Prioritize depth…
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Why Version Matters: Board 10 → 12 → 14 → 15
Quick question: do you know which Board version your team is using today? It may sound like a small technical detail, but it can make a big difference when looking for the right guidance. A model can be working well, but the version it runs on can still affect things like user experience, performance, reporting…
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🎓Discover What’s New in Board 15: A Customer Guide to the Latest Innovations
Are you planning your move to Board 15 or looking to learn more about its newest capabilities? We're excited to reintroduce our customer learning course, Getting Started with Board 15: What's New for Customers, a great resource designed to help you understand the latest innovations in Board 15. You may recognize this…
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Monthly Customer News Update - June
The Continuous Planning Edition The pace has changed. Your planning should too. Whether you’re managing volatility, scaling operations, or trying to reduce spreadsheet chaos before it evolves into an unofficial operating model, planning can’t wait for perfect conditions anymore. This month’s edition explores how…
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Month entity without year
Hi, I'm using a dataview for sales analysis. On the rows I have the year entity. I need to put the month on the columns, to get 12 columns of data (1 for each month). If I use the Month entity I get one column for each month of each year. My Year entity has 5 years, so I get 60 columns. Can the month name be extracted from…
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Missing alignment of the legend in the cartesian chart
Hi Team, Initially, I have cartesian chart with single data block. Then the alignment is fine. Now due to requirement change I have to add another block despite it is hidden. The alignment of the names is not matching with the icons in the legend. Could anyone please help me to fix this issue. Thanks & Regards, Vanam Pavan…
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Decimal points is being replaced by datareaders
Dear, Im facing an issue with the data readers whereby a value 37500.00 is being uploaded as 3750000 Grateful for guidance. Rgds
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How to get last closed month desc
Hello I have a button on my screen where i can re-initialise data for opened months based on the last closed month data. So i have a button "re-initialise forecast months based on last month (display the lastmonth) actuals" In below example my laste month is Dec 24, im trying to a do a filter on block d, but block d is not…
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EU Economic Outlook – Mid-Year Review 2026
As Europe enters the second half of 2026, economic growth remains intact—but the outlook has become more complicated. Energy market disruptions, renewed inflation pressures, trade uncertainty, and growing fiscal challenges have shifted the balance of risks across the region. Despite these headwinds, the EU economy is…
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Latest Value Per Month
I have a cube by Employee, Cost Center and Day. I would like to populate a cube which is by Employee, Cost Center and Month with the latest value (as close to the last day of the month as possible) for each Employee, Cost Center combination as shown by screenshot. Doing an extract reload unfortunately does not work as…
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block algorythm (downtotal) incorrect
Hi all I would like the down total of Pot Displacment in a seperate column. Which i tried in column dt(h) however it gives me a different result i want to -63.098. any idea what is wrong? Thanks maik
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9,000 Members and Growing: Celebrating the Power of Board Community
We’ve reached a meaningful new milestone in Board Community: 9,000 members! Whether you joined recently or have been part of the Board Community through every phase of our growth, we’re genuinely so glad you’re here. This milestone reflects the collective knowledge, curiosity, collaboration, and engagement of Board…
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Updates in Your Language 🌍
A quick update from me: the Customer Success Hub will continue to be published mainly in English, but I know it can sometimes be easier to review key updates, tips, and next steps in your own language. So, based on customer feedback, translated summaries will be available by request. If you would like a short summary of a…
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Automating Daily Sales Visibility with Board’s ‘Send To’ Feature
Featuring: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain. ERP transitions often create reporting challenges, especially when critical data exists in both legacy and new systems. During our transition to a new ERP platform, Board helped us bridge that gap by consolidating data from both…
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June CommunityCast and Monthly Mission
🚣Summer is approaching rapidly but the June CommunityCast and Monthly Mission are already here. May was rich with content and two particular additions to Community we think you should check out - learn more about those in the video below. Here are your one-minute, Community updates this month: Many thanks to to May's…
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How many unbalanced hierarchy maximum on a cube ?
Hello, I would like to knwo if there is any known limit on the number of Unbalanced Hierarchies that can be used in a cube and if the Board 15 Version changes something ? Thanks
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Board 12 to Board 15 migration - old #/upload screen not editable
Hello everyone, I’m currently migrating an application from Board 12 to Board 15 and I’m facing an issue with an old upload screen accessible through a URL like: https://myapplication-c1.board.com/#/upload The screen contains several upload file sections “Requests”, “Present”, “Budget” etc.) with Upload buttons. The main…
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Level 300 - Training Environment Errors
I'm constantly encountering system errors. I've tried RESTART and RESET, but the system still doesn't work smoothly; it crashes every 3 minutes or when running a procedure.
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My training environment keeps having issues
Hello, My training environment has a lot of issues, is this due to the latest update? thanks
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Level 300, Module 302 : How do I get access to All the source files used in the entire application ?
Hi Community, I have started the Level 300 course from the Academy and I am building the application on my local host rather than the live training instance. How can I get access to all the source(.csv) files used in this entire application? The Files have not been provided in the zip file available during the training…
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214 Section 2: L2 Demo Data Model ACT - Expenses Data Publish screenshot
The steps listed on ACT - Expenses Data Publish Data Model Procedure is not consistent with the following screenshot immediately after the steps. However. On the screenshot it lists not only Month, Store, Account, Currency but also "product" Enlarged screenshot below:
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LEVEL300, Module305: Regarding Functional Test Question 1.
Dear Board support team, LEVEL300, Module305: Regarding Functional Test Question 1, I received the following results. However, it was marked as incorrect. I am unable to proceed and facing significant difficulty. The setup was performed following the steps outlined in "Build the planning expansion: New product planning…
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Level 300, Module 306 : Stuck on functional test Q2
I've been stuck on question #2 in Module 306 it still returns incorrect result. These are my Expense Planning values. I've reviewed the building steps and procedures multiple times based on the training instructions and everything was correctly set. Kindly provide assistance how to resolve.
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Use Fabric as a Source for Board OnPrem 14
Hi to all, i want to use Fabric Tables and Views a a Source for Board OnPrem. Has someone successfully connected? How did you proceed? What did you use? SQL or API? Kind Regards
- 300 in 303 planning expansion Functional test solution question:1 and I have unable to find answer
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Is Row Number/Counter Possible in Export DataSet
i am trying to export a report and i want a row number, or else it would be helpful if i can insert the row number/counter values through data reader in etl
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