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2025 Board Feedback Flash
At Board, your feedback is central to how we grow and improve. Earlier this year, many of you shared valuable insights through our extended CSAT survey — and we’ve been working hard to act on what we learned. Now, we’re checking in again with the 2025 Board Feedback Flash — a short follow-up survey to see how we’re…
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November 2025 U.S. Economic Outlook: Growth Under Pressure
The latest Board North America Economic Outlook shows an economy still expanding, yet increasingly defined by transition. Resilient consumer spending and selective investment are supporting growth—but beneath the surface, uneven demand, policy uncertainty, and labor softening are reshaping the business landscape. With…
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The Insight Loop – October 2025, an Economist Roundtable
Where Economic Intelligence Meets Strategic Action Is today's consumer spending fueled by income growth or wealth effects, and what does that mean when the market shifts? Our economists tackle four critical questions about spending, saving, and the signals that matter for your 2026 planning. October Episode: Economists…
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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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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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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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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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5 Tips for a Successful Board Setup
Author: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain. The setup process for Board can be daunting. Board and your Partners are relied upon extensively during the setup process; however, they only understand your expectations based on your communication with them. After experiencing the…
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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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Introducing Scout: A Helpful Guide to Fast Answers
We’re excited to welcome Scout to the Board Community! Think of Scout as your helpful guide, always on the lookout to fetch the best answers to your questions. Powered by our Community AI assistant, Scout delivers suggested answers to forum posts within minutes, helping you find solutions faster and keeping the…
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Board 14.4 is here!
We are pleased to announce that the Board 14.4 release is here! 🚀 The new Board 14.4 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.4 proudly introduces the new Board Foresight Add-On allowing users to integrate both internal and external data for forecasting…
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Analyst Review: Gartner Peer Insights (multiple opportunities) (150/50 points)
Board is working with Gartner Peer Insights to publish independent ratings and reviews of Board and would like you to participate, starting with a quick click below. Your review is anonymous (only information about your company industry, company size, job title, and geography are displayed). Leaving a review should take…
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How to use Nexel to select custom time periods
*NEW - includes video demonstration. Build Along with Board Follow along as we bring this step-by-step guide to life. https://player.vimeo.com/1105912052 Quick reference: 4:32 - Custom time period selector 7:23 - Create members 8:38 - Create the cube 10:09 - Create Nexel layout > complete Nexel process begins here 1.…
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The new Board knowledge base is here!
Following the Board 14 release, consisting of a brand-new user interface and improved user experience, we are proud to announce the new Board knowledge base! The new Board knowledge base replaces the Board Manual from version 14 and newer as a support center for helpful resources that reach beyond only documentation.…
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Groups FAQ
Welcome to Board Groups! We’re glad you’re here. What is a Board Group? Board Groups provide dynamic opportunities for members with similar interests, shared challenges, and business goals to solve problems, share key learnings, and foster meaningful connections. Created as an opportunity for valued customers to take the…
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How to Edit the Max Item Number
*NEW - includes video demonstration. 1. Abstract The Entity ‘Max Item Number’ is used to reference data stored in a Cube version. It determines how the data pages are physically stored and influences performance as much as dataflow execution. 2. Context The amount of master data will increase during an application…
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Integrating Board and Scribe: A Smarter Approach to Planning and Documentation
Author: Edward Ervin, Financial Systems Product Owner for Global Switch and Community Captain. Documentation isn’t often the task we look forward to. While we all recognise its importance, without the right tools, it can feel tedious and time-consuming. And it’s not just about writing things down - it’s about reaching…
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how to delete capsule tile footer?
I would like to delete the capsule tile footer: how can i do this? The tile configurator doesn't show any button to delete the footer: If i go into the footer's layout and click on clear layout, then i cannot save the empty layout, Board sees this as an issue: Has anyone already met this issue? Which solution(s) exist(s)?…
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Cannot reconfigure the Board 14 Mailer service under IIS
Hello, I have a Board on-premise instance (V14.4) running on a Azure virtual machine (operating system: Microsoft Windows Server 2016 Datacenter) using Microsoft IIS. The server is running well (thanks these instructions https://community.board.com/discussion/17975/how-to-setup-microsoft-iis-with-board-14-web-server ) and…
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If then else in procedure: which role plays the current active selection?
Dear community, I am wondering which role the current active selection plays in an If then else procedure step. According to the help https://help.board.com/v14/docs/execution-flow-action-group#if-then-else , the selection context existing (user profile, screen selection, Pager's selections…) when the step is run should…
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Advanced Smart Import
1. ABSTRACT The Smart Import object facilitates the upload of data (master data, transactional data) to Board. Before, Dataviews with line number entities or CSV blob cubes with export/import procedures were required to upload the data. In addition, a complex check logic (if implemented at all) was required to detect wrong…
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Level300, Module303: Functional test Q7, Store UK0011 not locked
Hi, I have locked UK like questioned but one store, UK0011 is not locked in Sales Planning Adjustments. I checked for other countries and can confirm that it is always the last store is unlocked and the annual total aswell. Any clue how that can happen? I am not interested in redo all and see if it is fixed answer. I want…
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Level300_Module304: Functional test of bottom-up Planning
Hi, I just restarted the trainings environment from the scratch. I Made the preparations to upload bottom-up files, but have not done it. The existing data before uploading any bottom-up data include the values which should be uploaded with the bottom-up smart import already so functional test is useless. It would only…
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Select Entity Based on Cube Option
Hi, I would like to suggest a new feature on select based on cube on procedures. Quite often I need to select tuples based on cube even if the sum of the tuples over a period = 0. In order to do so we have to create a Temporary cube. Could we imagine an option just like keep mode to set select tuples even if the sum of…
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max item number blocked
Hello, We had an entity set on max item number no =auto. It worked well until one day the systèm blocked it to auto(471) and it didn't let us modifiy the value. So we did the following steps: 1.Runan "Extract all Cubes" action 2. Runa clear all Cubes 3. clear the concerned entity and the associated tree 4. Change the Max…
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CLEAR RDB-cube?
How does the "Clear " function work on an RDB cube? Will the table be cleared in the data warehouse if we use that function?
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Flex Grid - Totals
Dear, Im currently using the flexgrid which is great. Im facing small issues The totals are not inheriting the format of negative values nor adding the % sign. Also , how can i rename the columns , i need to remove the calculated which has been prefixed. Thanking you in advance to guide. Rgds khaleelah
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How Board Cloud Shared Storage quota is allocated and monitored
In Board Cloud, the Shared Storage Area serves as a central space for transferring and storing data between your local environment and the cloud tenant. Within platforms and sandboxes, this shared space is referred to as the “remote drive Z:”. You can use the Shared Storage Area to: Import files from outside the tenant…
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Cartesian chart without any entity in Axes -> Category axis shows cube value
Hello, I noticed a strange behaviour and wanted to ask if it is only happening to me or if it is something more general. My layout shows two cubes: The Axis are empty: is it normal that the value of the first cube is shown as category (= horizontal) axis value ? I would expect that the axis shows no value. or is it a bug?…
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Level 300 part2 - Training environment expired
Dear team, I started level 300 part2 training last month. However, the level 300 part 2 training environment will expire at November 20, 2025 and I can'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 2 training.…
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Level 200 | Building a Planning Solution in Board
Develop your basic Board skills by building a complete budget and a planning solution using a live Board environment. In this course, developers will independently build the back-end and the front-end of a solution from step-by-step instructions using Board best practices.
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Flex Grid - Totals not formatted & how to rename columns
Dear, Im currently using the flexgrid which is great. Im facing small issues The totals are not inheriting the format of negative values nor adding the % sign. Also , how can i rename the columns , i need to remove the calculated which has been prefixed. Thanking you in advance to guide. Rgds khaleelah
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Level 200, Module 204: Bug with Refresh Screen within dynamic procedure
I am trying to do this step: Run the Procedure by pressing on the Label object in play mode Apply Dynamic Increase Label Object Set the "Country" selector on the screen to "United Kingdom". Select "Apply Dynamic Increase" to trigger the "BUD - Increase Sales Budget by Dynamic %" procedure. Validate the data calculated…
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Level 200 part 204
Hello, when I go to Select the "Initialize Budget" label in play mode on the "Sales Planning" Screen to run the Procedure to initialize the budget, the Variance and Variance % columns are not valued in 0 and I don't understand why. I attach the "Sales Planning" screen, the related Selectors and procedure . Thankyou for…
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Level300_module 302_goofy Actual months in Planning Months Settings
Hi, I tried it now three times but I can not solve it on my own. I have edited the screen below and linked it to a new screen "Planning Months Settings". Here I defined FCST 3+9 as below Funny is if I enter design mode the months are allocated differently I do not know why it changes it, but when I leave design mode it…
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Level 200
Level 200, Module 204: How do I upload the data into the data reader?
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Level300_Module304: Functional test, Question no 3, Values fall apart starting Aug '23
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Font size of screen name
Hello team, Font size of screen name on B14 is smaller than B12 or older. I know it is by design on B14 in current. I expect it can be updated to be changeable in design mode or mask setting. Could you consider this in new release? Masa,
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Level300_Module 303: Inconsistent description for Planing Initialization
Hi, I have some issue in module 303 and have set up restarted now for the 5 time. At the begiining of 303 in step "Create Dynamic Screen selections on Version Status: Data Entry" There is the info that defined version should be FCST 3+9. That this was selected I have missed and I can not find it. The Planing Initialization…
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Level300_Module 303: Step "Adjust Planning Data Model Procedures", Actual Months are wrong
Hi, I have an issue in this section. I have set the FCST 3+9 as the data entry version. And now I am in the step above. In the Forecast group I shall add a step after 15 as below I would assume that Actual months and period <>0 should be three as FCST 3+9 is defined, but I always get nine. This is the same issue why I have…
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Level300_Module 303: Step "Adjust Planning Data Model Procedures", Actual Months are wrong
Hi, I have an issue in this section. I have set the FCST 3+9 as the data entry version. And now I am in the step above. In the Forecast group I shall add a step after 15 as below I would assume that Actual months and period <>0 should be three as FCST 3+9 is defined, but I always get nine. This is the same issue why I have…
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Level300_Module 303: Step "Adjust Planning Data Model Procedures", Actual Months are wrong
Hi, I have an issue in this section. I have set the FCST 3+9 as the data entry version. And now I am in the step above. In the Forecast group I shall add a step after 15 as below I would assume that Actual months and period <>0 should be three as FCST 3+9 is defined, but I always get nine. This is the same issue why I have…
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🚨 1 security filter's unexpected twist will leave you intrigued!
Hi everyone, I think it may be useful information for some of you to know that the 3 options under Security Filters actually doesn't have the same behavior! In fact the "Select Entity based on Cube" feature can be by passed the user itself! And it's by design *! By following the step bellow : Open a layout editor (where…
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Problem with Yearly moving total function
Hi i have some issue regards the function Yearly moving total Below you can see the data in Q1/25 ( there is not other data after Q1/25) but after i use the function the value inside Q1/25 will be null even if i use the cycle function→ (the cycle is set to 9000) Do we know the reason behind this? thanks
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Standard "integrated" copy function for e.g., Versions, Scenarios etc.
Hi all, it would be great to have a integrated copy function. Use Case: During a planning cycle we want to copy a Version 1 into a Version 2 (Entity in a Cube). Therefore, we have to create a procedure, define temporary cubes without the entity Version, add for nearly each cube a step with temporary cube not dimensioned…
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Dynamic Header - QuickLayout appearence
At the Qick-Layout View of a DataView, its showing the code an not the column names like in the DataView: