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Monthly Customer News Update - May
The Signals to Decisions Edition Signals are everywhere. Acting on them is the real challenge. Planning isn’t just speeding up. The real gap now is between seeing change and acting on it.You already have more signals than ever—across your data, your markets, and within Board. But many planning workflows still react too…
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Board level 300: Module 302 functinal test Q1
I am not getting the value of variance and variance %. I do not understand what am I doing wrong here.
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Reason of error - Requested database is currently being modified by another user
Hi Team, I'm facing error while giving exclusion selection of an entity member from screen or from procedure. Although error is not coming on selecting member in inclusion mode. Please refer to attached screenshot. Error is given below:- Requested database is currently being modified by another user
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Level 302: The E - currency.csv file does not exists at the local path
I created the data reader E - Currency as mentioned in the steps but I cannot move forward with the training because E -Currency.csv file does not exsist for me. How can I access this file?
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Long-Term Success with Board with Kristine Young
Featuring: Kristine Young is a Customer Success Manager and Community Captain at Board. Helping customers achieve long-term success is the foundation of the Customer Success role here at Board. For Kristine Young, that means building strong partnerships, establishing clear ownership and governance, and aligning with…
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Procedure getting stuck at a particular SQL Data reader step
a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} a { text-decoration: none; color: #464feb;}tr th, tr td { border: 1px solid #e6e6e6;}tr th { background-color: #f5f5f5;} Hi everyone, Has anyone faced a situation where a Data Reader shows 100% progress…
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Display Year
Hello community, I looked in the substitutions formulas but couldn't find any one that can show just the year in a dynamic way, so that when I'll be in 2027 I'll have 2026 as N-1 and 2027 as N. I tried several ways in the procedure : @Year, YYYY, @année, a and then I did a period offset.. none worked. I did a cube with…
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B14 201: Board Training Environment Setup
I have a local host already created for me when I did my Level 100 training. Can I use my local host instead for the B14 201 data models e.g. capsules, etc? The local host is so much faster than the training instance
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B14: 204 Timestamp not loading last upload date
I have set the procedures as per the instructions; however, the Last upload is still showing as NA. Kindly help
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Board Excel Add-In Pagers
Is it possible to have the Pagers appear automatically on the sheet in Board Excel Add-In? Right now, I am only able to configure it so you have to click Pagers for them to appear. You must do this again when you exit and come back to the sheet.
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Any solution towards login error through the Board's Academy Customer/Partner.
I am not able to login to the Board's Academy Portal through the Customer/Partner login where it shows the message: There was a problem processing the request.
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2026 SOC Reporting Update and Alignment
We would like to inform you of an upcoming update to our SOC reporting framework for 2026. As part of a broader strategic alignment, Board will transition to a new external SOC auditor. Please note that the scope of controls, overall framework, and level of assurance will remain substantially consistent with previous…
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🎓Introduction to Board: Analysis and Reporting onDemand course now LIVE!
🚀 New Academy Course Now Available: Introduction to Board: Analysis and Reporting We’re excited to announce the launch of our new video-based course, Introduction to Board: Analysis and Reporting! This course covers the same core material as Level 100: Foundations of Building in Board, and is perfect for new Board…
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Spring 2026 Idea Exchange Update
One quarter in: what we’re learning from the Board Idea Exchange When we launched the new Board Idea Exchange, our goal was straightforward: create a better way for customers, partners, and employees to share ideas, follow progress, and understand how feedback connects to product decisions. As we shared at launch, the…
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Need help with Report building, particularly Total By
Hi, I would like to ask for some tips about the best practices with regards to building an archive report. We have an archive cube with the following 6 entities: Month, Reporting Year, Version, Business Area, Currency, PnL. PnL is the biggest one with <200 members, all of the others are <20 members. I have a screen…
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Create a ytd calculation in board
Hi, i want to ask what is the best approach to create a YTD calculation from my cube? I already have the Cube but it still calculates per monthly.
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Validation on horizontal Checkboxes
Hello I had to apply a validation rule on a cube (checkbox) to ensure only one choice is selected. However i need to enable the ROWTOTALS for it to work (and the validation only works when save/undo is enabled) Is there any way for me to lock the column totals. I cannot hide it otherwise the validation rule does not work.…
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Is there a way to change the default path for files exported from Board?
Each file (pdf, excel) exported from Board go into a user's downloads folder. I would like to configure the export path to a different folder which I can then build trust center policies around. This would support our ops team that has to download dozens of reports during ME close and has to enable editing on all exported…
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Flexgrid 1 data block - detailed by columns - XLS export trouble
Hi all, i have troubles to export into XLS simple flexgrid with 1 data block - by Column entity "Month" The layout is working on screen, the trouble is only when tryin to export into XLS. It's running without ending, no file generated, seems like frozen: btw. the same layout in flexgrid just with Month in rows is working…
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Monthly Customer News Update - April
The Acceleration Edition The pace has changed. Your planning should too. Planning isn’t evolving step by step anymore. It’s speeding up. New technology is live, market pressure is rising, and your peers are already adjusting. The gap between reacting and leading is getting visible. This edition shows what’s changing—and…
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303: Planning expansion: forecast: Q1 Initialize Forecast
I'm encountering a critical issue following my functional test. I can't find the correct Variance amount on the Sales Planning screen. I also noticed that several people have encountered this problem but without a validated solution. I've performed all possible checks: Procedure: SET- PLN-Initialize Planning SET - Flag…
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April CommunityCast and Monthly Mission
🌦️Welcome back to April's Monthly Mission. Community had a busy March loaded with valuable content highlighted by the release of Board 15, as well as one valuable user experience change we think you'll love. Here are your one-minute, Community updates this month: A big 'thank you' to March's participants, @Holly Rieke,…
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How to use "Export data view to file" function in to export data view layout on server.
Hi Guys, I am using "Export data view to file" to export the layout on server but getting error. Can you please help me to solve the issue.
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LEVEL300, Module305: Regarding Functional Test Question 1
Hi all! I am struggling with Functional test question 1 in level 300 module 305. Already checked all the steps 3-4 times, still cannot find what's the issue: when I am completing the steps for Functional test, I am getting correct result for 2 planning products, and the incorrect one for one planning product, as shown on…
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Validation on Checkboxes
Hello I have a scenario whereby i can check only one box at a time I tried creating a validation rule whereby i check the rt(of specific cube) , valid when < = 1. Unfortunately it does not work, i can check more than one checkbox at a time. Tried to lock cells "cells locked by Block" using rt(e) is not 0 i get following…
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April Outlook: Growth Concentrates, Value Spreads
April’s Economic Outlook highlights a shift in consumer dynamics that is reshaping growth patterns across North America. While overall demand remains resilient, it is increasingly concentrated among higher-income households. At the same time, value-oriented behavior is expanding across all segments, including those still…
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Data entry input validation rules
1. Abstract Data entry is an essential component of any planning application within Board. With a dependency on end users, applications should aim to minimize human errors. When data entry is enabled in Board, it allows our end users to input information and write it back into the Board Data Model, contributing to…
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Difficulty logging in to Board
Hello, We recently merged with another company, and employees from that company use a different email domain. We’re trying to grant Board access to one user from the new company. From the admin side, Board shows that she has successfully logged in. However, on her end, she’s unable to access the platform. We’re not sure…
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Board 15 is here!
We are proud to announce the newest version of Board, introducing AI capabilities, the new Board for Microsoft 365 Add-in, Operational Forecasting, new Presentation authoring management configurations, and a wide range of enhancements for Flex Grid. Read all about the Board 15 release in the dedicated release notes section…
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Board SQL Connector (Inbound ODBC Driver)
I am trying to export data from board that I can them import into Power BI using ODBC. I am unable to use the power bi addin due to the fact we are using a http site and do not have the Board Subscription Hub. This is for Board 12.5.Any help would be greatly appreciated. Thanks