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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?
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export a dataset to a location other than the C or Z drive
Hello, Do you know if it is possible to export a dataset from a CSV file to a location other than the C or Z drive? My goal is to send a CSV file directly to a data warehouse on another cloud. Thank you for your response.
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Summary parameter "Last" doesnt reflect at higher levels
Hello All, We have data at Weeks which will roll up to Months and further to Quarter, Half Year and Full Year. We have a requirement to show the "Closing Stock" as the Last value. The Data view has all the periods in Row Axis (Not Flattened). We have tagged the Closing Stock block's Summary as Last. The data shows up…
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What is the purpose of "Position Changes" in the Data Model Transporter?
We recently executed a backup and restore of our core data model from production to non-production. Everything was aligned momentarily; However, as soon as we developed a couple new objects (cubes, rules, entity formats), the data model comparison tool exploded to show several hundred changes between environments. Of the…
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Board 14: selector issue
Hello, Following the upgrade to v14 I have the following issue: I have a selector based on CFI-valeur unbalanced hiearchy which is in relationthip with Etablissement [Enrichi] , as below: My selector is setup like this: With an admin role I see the selection as I expect (though I don't understand why it displays one parent…
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smart object not displying file upload
Hello, We have a smartobject with the file upload option check but the file upload option doesn't display (we are doing tests under 14.5): Is there another configuraiton to activate ? thank you!
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🎓 Introducing the New Academy Interface
We’re excited to share the launch of the new Academy interface, designed to make learning easier, faster, and more intuitive. What’s new: Seamless access to all learning formats On-demand courses, certifications, and instructor-led trainings are now accessible through a single, streamlined experience. Direct access to key…
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DOWNLOAD NOW! Take on Board 2025–2026 Report: Your Feedback in Action
Those that have met me can appreciate how ensuring that Board remains customer-driven is so important to me and everything we do. To that end it gives me great pleasure to announce the second edition of Take on Board – Customer Experience Report 2025–2026 which is, yet again, — built entirely on: your feedback. Over the…
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Writing data from a ROLAP cube to the Data Warehouse via procedure does not work
I am struggling with an issue in BOARD BI version 14.4 related to writing data from a ROLAP cube into a Data Warehouse table using a procedure, and I hope someone can point me in the right direction. I have a standard (non-ROLAP) measure cube that is correctly populated via a procedure. The value is calculated correctly…
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Flexgrid - Column groupings disappear when I choose multiple Fiscal Years
I have Board 14.5 Column groupings work when I'm just looking at FY25 for example: Column groups in pivot mode are: Fiscal Year → Quarter → Month But as soon as I choose FY24 and FY25, the < or > to ungroup or group disappear, and everything is displayed by month with no options to group.
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“Detail by” algorithm
I have Board 14.5 and a question about if datablock a, b, and c all have the exact same “Detail By” breakout, but c is an algorithm = a - b, is it possible to have c be side by side with a and b? So using “Detail By” for both datablocks A and B, displays details side by side which is what I want, not to display all details…
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Selection in screens with multi-data-models
We have a requirement where a single screen needs to display data views that are based on different data models. The problem is that users have to apply the same selection multiple times (for example: select the year → Data Model 1, and then again select the year → Data Model 2). Is there any workaround for this? One idea…
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B14: Where to configure which options will be available in the contextual menu in Play mode?
In B12 it was possible to configure which options will be available in the contextual menu in Play mode, but I can't find where its possible to do in B14. See the picture how it used to look like in B12.
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RANK Function Nexel
I have country names in the columns and individual products in the rows. My cube returns the number of products sold per country. Now I want it to return, for each product, the rank for country X (only for country X; the other countries are not relevant here). I have reached the point where I can use the RANK formula.…
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Level 200, B14 216: I have 2 questions from build dashboard.
1. Profit Margin & Percent of Sales Not Displaying as Expected "Despite following all the recommended steps and using the same calculation logic as shown in various tutorials, my Profit Margin and Percent of Sales values are not displaying as expected. Other measures in the report are calculating correctly. Could someone…
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B12 Level 300: Expanding Board in Your Organization Part 1
Dear team, I started level 300 part1 training last month. However, the level 300 part 1 training environment expired at January 23, 2026 and I couldn't complete it due to the time constraints because of my office work associated with "Board". I would like to extend the instance to complete the level 300 part 1 training.…
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Monthly Customer News Update - January
The Performance Edition AI, Forecasting, CX Insights & Outlook Welcome to the first Board newsletter of 2026. This edition focuses on performance: accelerating cycles, improving forecast confidence, and turning intelligence into action across finance and operations: Agentic AI, Part 2: how AI agents drive measurable…