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November CommunityCast and Badge Opportunity
🦃 The year is flying by and the holiday season is around the corner with Thanksgiving in the United States just weeks away. What are you thankful for this year, personally and/or professionally? Feel free to share below and be sure to check out our monthly updates to learn about what was new in Community in October. Here…
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Server Command - Batchfile not visible
Hello Togehter, i try to execute a batchfile with server command step. I placed a batchfile in folder /Board/Job, but it is not visible. Is there more configuration needed? Thanks for your Help!
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Accepted Answers Go Farther
The Board Community forums are the place to go for DIY questions and answers in rapid time. Platform Discussions offer specific Board insights, Academy Discussions help you succeed in your training, and the Partner Forum provides a dedicated place for Partners to share. How can you help optimize the forum experience for…
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Best Practices for Deleting "Test" Objects (Screens, Procedures, Entities, etc.)?
Hello, I’ve heard the advice many times to “never delete anything” in Board, but as our snapshots keep growing, I’m starting to question if that’s really the best approach for managing old “test” objects, screens, procedures, entities, and so on. I’m especially interested in how others handle the accumulation of test…
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Extend Level 300 Part 1
Dear team, my training environment for the Level 300 - Part 1 course expires tomorrow and I won't be able to finish the training today. Can you please extend the expiration date by 20 days? Thank you very much and have a nice day! Tamara
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Level 300: module 309: Technical error not able to submit the functional test options
I have selected the options but not able to submit the functional test answer. Please help me with this matter. I tried several times. submit the functional test answer. Please help me with this matter
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Coming Soon: The Board Cloud Status Page
Board is excited to announce that the Board Cloud Status Page is coming soon! This new platform will provide customers and partners with real-time visibility into the health of Board Cloud services — including ongoing incidents, planned maintenance, and service availability across regions and environments. What You Can…
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level 300; Module 309: Not able to submit the functional test answer
If I try choosing these two options and submit ,it is not yet all responding but if i choose other options it is responding with incorrect, Please help me with this issue
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Dynamic Header - Board 14.4
We were very happy that Board 14.4 finally introduced the dynamic heading feature... But why is this feature only available for DataViews? It also dosen't work on DataViews aligned horizontaly?? i expected here to see the current selected year: even if set to alignment horizontal its not showing the year…
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Now Available: Board Advanced Developer Certification for Customers
We are pleased to announce that the Board Advanced Developer Certification Exam is now available for customers. This advanced-level certification is designed for experienced builders who want to validate and showcase their expertise in designing, modeling, and deploying complex solutions in Board. About the Exam 40…
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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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Unable to load data in module 212 of B12 Level 200 P&L screen after clicking update P&L
Hi, I am not able to see the data coming up in module 212 of B12 level 200 om P&L screen after clicking update P&L, and the cube-UTIL - DE - Product - P&L Mapping dataflow is showing 0.
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Azure Storage Security
Hello everyone, I’d like to address a sensitive topic related to platform security. By default, the board servers are connected to Azure Shared Storage as part of the cloud configuration. In this setup, anyone with the SAS (Shared Access Signature) key can access the Azure Shared Storage. I'm referring specifically to the…
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Rename exported excel file from Dataview or Flex Grid
Hi All, I want to ask that can we rename exported excel file name from Dataview or Flex Grid? Example : Default : DataView.csv Expected : Report.csv Thanks
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Yellow Borders removal
Hello, Kindly if i can get help as I want to remove this yellow border in the below screenshot. I have tried to check in design mode > colors but it is not working. Kindly if you can advise. Thanks, Kajal
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Level 200: Module 206: Timestamp "BUD - Initialize Budget" is always = 0
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Screen size: how to avoid an systematic vertical scrollbar AND screenwide screens?
Hello, My screen resolution is currently 1920x1200. I create a new capsule (version 14.4) and leave everything to default value: screen aspect ratio = 16:9 (so not exactly the same ratio as 1920x1200: 1,77 agains 1,6) After having created the capsule, the screen is empty BUT a vertical scrollbar is already visible, see…
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Level 300: Module 303: In the planning initialization under data entry version its showing Budget
I am facing two error Under planning initialization in the data entry after initialization i am getting data entry :Budget it should show Data entry : FCS 3+9 2. In the next screen profit and Loss planning statement I am getting the results from jan21 to apr 24, the results should pop up from Jan 23 to dec 23 with total.
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2025 Q3 Captains Have Arrived!
Akrem Abdelhafidh is a Senior EPM Consultant at XB4 Consulting, specializing in the Board platform. He has delivered planning, budgeting, and reporting solutions across various industries including retail, manufacturing, finance, and agribusiness, supporting both operational and FP&A needs. Since starting his journey with…
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Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution
Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution Numbers are negative what they should be - e.g. Classic for CY is -132956 and should be 132956, Double Halo for CY is -407938 and should be 407938 etc
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Missing Feb 29, 2024 Data in Prior Year Comparison
Hi all, We have identified a recurring issue in our Board environment where the 29th February 2024 sales data is not included when the user selects Prior Year (PY) for 2025. As a result, the reported sales for February 2024 are understated compared to the actuals shown when directly selecting 2024. I am aware that Board…
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Users Management
Hello everyone, I have a question regarding a task I've been assigned related to user visibility. Specifically, we've configured the security settings so that users only have visibility according to the business unit (BU) they belong to and the role assigned to them. However, users can also have platform roles that define…
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Level 200: Module 216: I am not able to scroll down and view the net income, total expenses
I have got all the functional test right but at the end I am not able to view the Net income, Total Expenses and other details. Is there any wrong in my P and L rules, I have attached my P and L rule also
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Cloud Portal: Time settings
Hi, We have a discrepancy between the time at which we set the procedures to be run and the time which is displayed in the Last Run column. In the screenshot below the first task is set to run at 23:30 (see the first screenshot) but in the Last Run appears to be ran at 21:30 (see the second screenshot highlighed in…
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Monthly Customer News Update - October
As markets grow more unpredictable, planning with speed and flexibility has never been more critical. This month’s newsletter brings youfresh research, customer stories, best practices, and upcoming events to navigate troubled waters and be the captain on Board. Warm regards, Sandra Head of Customer Marketing ECONOMY &…
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Message box formatting
Hi, We want to show a a yes/no Message in a procedure to drive the user through the logic of the procedure. And we would like that the text of the message appears in two lines. Is it possible? Exemple: If you want to do a Full Back up click Yes If you want to do a Partial Back up click No
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Procedure Selection step bug B14 Level 200: 212 Module
Hello Team, I am following the B14:212 module and I am working on the BUD - Consolidate Budget into P&L Data Model Procedure section after following every step, I am stuck at the Sales Procedure group step 2. The UI that is supposed to allow me to select an Entity which is not working. I also checked the…
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October CommunityCast and Badge Opportunity
🎃 Spooky season is upon us, what are your Halloween plans this year? Are you (or the kids in your life) wearing any fun costumes? Feel free to share below and be sure to check out our monthly updates to learn about what was new in Community in September. Here are your one-minute, Community updates this month:…
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US Economic Outlook: October 2025
As the holiday season approaches, Board’s October Economic Outlook finds a rare balance: supply chains are running smoothly, inventories are well managed, but consumer sentiment is softening. Principal Economist Natalie Gallagher outlines why 2025’s holiday demand will hinge on conversion rather than availability. While…
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I used Board level 200 part 1 training instance to complete everything through part 3
LINK: https://trainingacademy.board.com/a27-emilqzsabweb/en/capsules Now when I download the zip files, a lot of the folders are empty. Is it intentional that the procedure folders are empty? Here's the zip files. https://us.v-cdn.net/6037492/uploads/AUUE056XIMPP/board.zip I guess, I cannot actually tell if the zip has…