Board Community
Discussion List
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May CommunityCast and Monthly Mission
🌱May is here with a brand new CommunityCast and Monthly Mission. April built on a strong March with a number of valuable content contributions that we think you'll enjoy - check them out in the video below. Here are your one-minute, Community updates this month: Many thanks to to April's participants, @Holly Rieke, @Nico…
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Object/label positions changing when exporting PowerPoint
Hello, I am attempting to export a screen to PowerPoint, but the position of the labels I have on screen keep moving. How can I prevent that? Thanks, Chris
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You Said → We Did → What Comes Next 🚀 2026 Satisfaction Survey is Live!
The 2026 Board Customer Satisfaction Survey is now open — and we’d love to hear from you. This year, we have shortened and redesigned the survey to make it quicker and easier to complete. We would especially love to hear from customers who may not have shared feedback recently — including those who are seeing positive…
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How to transform sub hub user export into a governance dashboard
1. Abstract Effective user governance is a critical responsibility for Board administrators. Monitoring user access, license allocation, enrollment status, and login activity ensures compliance, optimizes license utilization, and strengthens security controls. This article describes how to design and implement a Sub Hub…
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Roadmap Lvl 200, 300
Hi everyone, I’m currently getting started with Board and have already completed the B14 Academy trainings once. I was wondering if there is any official or recommended roadmap for B14 Level 200 (Parts 1–3) and Level 300 (Parts 1–2). My goal is to build a planning solution aligned with the training structure, and I’m…
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Module 216 Section 6: L2 Demo Data Model Dashboard Gauge Configuration Layout "Decimals"
Where is the field "Decimals"? I am creating a Gauge object but the last step (#6) states to set Decimals to "0". But I cannot locate this field in the layout options/data blocks.
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P&L Rule Total Income is missing on my Board Screen
I configured my P&L Rule based on the configuration below. But I am unable to determine why "Total Income" row does not have any values compared to the sample screenshot provided by the Academy on my screen "Profit and Loss Statement - Budget. Please see screenshots below including layout editor and P&L Rule. Board Academy…
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Leve 200 Module 214 Section 4: L2 Demo Data Model Profit And Loss Statement Template
My numbers do not line up (significant numbers of rows are not populated). What am I missing? This is my configuration: From Board Academy screenshot:
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Overcoming Common Challenges with Kristine Young
Featuring: Kristine Young is a Customer Success Manager and Community Captain at Board. Challenges happen. This month, Kristine is back—sharing personal insights on driving user adoption across an organization through: Power users and champions Training and enablement User experience reviews Direct business outcomes Listen…
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US Economic Outlook: May 2026
Consumer sentiment is near all-time lows, raising concerns about whether it may be signaling a recession. However, sentiment can fluctuate and does not always reflect underlying economic conditions. In the May Economic Outlook, Board’s Senior Economist Boyd Nash-Stacey examines three key indicators used to assess recession…
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Fit to page not staying
at our office, the finance team desks all have ultrawide screens that are 21:9 resolutions. This creates a lot of issues for navigation in Board, because we have to keep on clicking “fit to page” everytime a new screen is opened or refreshed. It becomes unusable for users because the menu we have on the top of the screen…
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Default fiscal period cube + pager
Is there a way where I can apply a default fiscal period via dynamic screen selection based on a cube but also have a pager that will still show the other fiscal periods? I typically need to make a compromise when applying dynamic screen selections based on cube. If i make a mapping cube to assign a default fiscal period,…
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Quarter to date with detail by, but having one block referencing full quarter.
Hi! The intent of this screen would have been to see what QTD actuals are as of month 2 (february) close. Compare february QTD actuals to february QTD forecast Detail #1 by month Compare full quarter forecast to QTD actuals to then calculate remaining forecast to spend I believe I can do #1 by having two pagers, one for…
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🎓Did You Know? Board Academy Now Offers Office Hours for Analysis & Reporting!
🧩 Trying to make your Flex Grid actually readable? ⚙️ Not sure why your selectors or algorithms aren’t behaving correctly? 📊 Need help building charts, geo maps, or interactive dashboards? Join our live Office Hours, designed for learners enrolled in the Introduction to Analysis & Reporting learning path. It’s the perfect…
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Disable group alerts doesn't apply to dataview with multiple rows
Hello, i have a problem with the color alerts in a data view object. In the multiple entities by row options of the data view, disable group alerts is enabled, which to my understanding should disable the color alert in the group headers. But in my case it doesn't. In fact the disable group alerts option doesn't change…
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Identify hightest/max value of a cube - without time entity
Hi community, I have a source cube (data type single) with four entities, but no time-entity in it. I want to identify respective to save the highest value/number of any existing entity combination of the source cube in a target cube, which has only a dummy entity. I tried it with the "MAX(a)" algorithm as expression, but…
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Distinct count total
Hi there, i created a few blocks which are you using aggregation distinct count on an entity. when i am adding multiple entities into rows i don't have totals? How can i fix this? Secondly the Grand Totals don't make sense. any idea why? maik
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Global user meta variables not working in new data model security
Hi everyone, I'm currently facing an issue with Data Model Security in Board and would appreciate some help. I created a new Data Model and I want the security behavior to work exactly like in one of my existing models. In my existing model, data visibility is restricted successfully based on global User Meta variables. In…
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Level 300: Module 304, Functional test question 2
I followed the steps that were given but I am not getting correct results. There is a small decimal difference I see. I checked the model again but I don't understand where the problem is coming from.
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Board 12 to Board 14 Data Model Migration – Best Practices & Feedback
Hello Team, We currently have a data model that was originally created in Board 12 and is now running on Board 14. If we create a new data model directly in Board 14 and then restore the existing data model into it, do you see any potential risks, compatibility issues, or unexpected side effects? Personally, I do not…
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Access for Training Environment
Hello, Please note that my training session access has expired. Could you please grant me access again? Thank you.
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B14 209 Expense planning upoad
I am having trouble dealing with empty data in the "Actual Expense" screen. I have tried to fix it by following many guides in the community related to this issue, but the data still does not appear. Please help me. This picture appear when i press "2.Publish data" button The second picture in layout editor, i have try…
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Building in Board Foresight: Training 1 of 3 - Can't locate the preloaded datasets
Hi Academy, I have started Building in Board Foresight: Training 1 of 3 training and wanted to proceed with practical exercises. I was able to access the training environment, however, I'm stuck with the next steps: Open Board Partner Training Project Select one of two preloaded datasets; one is a grocery retailer and the…
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Community Your Way: Notification Preferences
Get notified the right way—your way. When you opt-in to follow important categories or content in Community, you want to know when updates have been shared. Notification preferences give you options. Learn more here: ❓️What else would you like to see? Drop us a comment. ✅Check out more from this series to maximize your…
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Level 200: Module 209 Expense Planning Upload
Hello, I am having trouble on Section 17 Build the Expense Actuals Screen and make adjustments. In the Expense Actuals screen, I am not able to retrieve data when after performing these steps. My screen looks like this instead for both the GBP and LC tabs. Data is not retrieving as below. I followed all the steps prior to…
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🌟 Academy Rising! Board Academy Q1 Highlights: Growth, Innovation & What’s Next!
Q1 has been a big one for Board Academy — and we’re just getting started! From new courses, learning paths and live events to Board 15 Enablement, there’s been a lot happening behind the scenes. 🎥 Watch the video for a quick look at our Q1 highlights, achievements, and what’s coming next. Thank you for being part of the…
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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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