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Now is the Time to Build a Centre of Excellence (CoE)
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain Finance teams face increasing pressure to deliver faster closes, sharper forecasts, and deeper insights while managing complex systems like ERP, EPM, RPA tools, and BI platforms. Despite these challenges, many teams still rely on tribal knowledge…
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3 Q's with Akrem Abdelhafidh, Senior EPM Consultant
Featuring: Akrem Abdelhafidh, Senior EPM Consultant In this installment of Community 3 Questions, we sat down with Akrem Abdelhafidh of XB4 Consulting to get his thoughts on Board 14 and its exciting features, some pointers on how to ensure success in Board, and Akrem's favorite 'This vs. That' when selecting a formula or…
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July CommunityCast and Badge Opportunity
Can you believe it? It's July, and that means we're already halfway through the calendar year. We hope your year is going well, and we hope Community has played a part in it🙂. Here are your one-minute, Community updates: It was great to see your one-word B14 favorites last month. 🤩 @Helmut Heimann @Nico Weber @Akrem…
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Redefining Planning with AI Agents: The Future of Continuous Planning Starts Now
In today’s world, disruption is constant--economic shocks, supply chain volatility, and fast-evolving markets have made agility a survival skill. Traditional, periodic planning simply can’t keep up. At Board, we believe the answer is AI-powered continuous planning, a future where decisions are faster, insights are sharper,…
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In my role as a Board developer, these are the things I focus on!
Author: Umesh Bugata is a Community Captain and Senior Software Engineer at Wipro. When I look back on my journey as a developer, the key areas that I focus on are my technical skills and soft skills and maintaining a balance between them. These include having sound technical knowledge of the tool, good understanding of…
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June 2025 Economic Outlook
The U.S. economy is entering a more vulnerable phase — and the CPG industry is right in the middle of it. In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher unpacks the latest data and what it means for your business strategy. Here’s what’s changing: ✅ Tariff-driven inflation is expected to rise…
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Monthly Customer News Update - June 2025
As diverse as our customer base, we have content just as manifold in this packed June edition of your customer news. Enjoy reading, watching, or taking part in our interactive contents: Are you #BoardAndProud? Best practice: Win big with external data Make smarter people decicions BARC Planning Survey 25 Transformational…
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Why the Future of Planning Isn’t Just AI—It’s Collaborative, Comprehensive, and Continuous
Author: David Marmer, SVP, Product at Board Global events have made "severe disruption" the new normal, profoundly reshaping work, consumer behavior, and supply chains. With constant financial uncertainty and frequent supply chain shocks, adaptability and robust planning are no longer just good practices but essential for…
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Excel Workbook: Best Practices and Steps
Author: Eugen Melnic, FP&A Manager and Community Captain We all know that Excel is often the source of business frustration and confusion that leads to the start of a successful transformation through the power of Board. Excel can also be the end point too, as once the business data and processes are in Board, business…
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Board 14 Upgrade Logs
Hello everyone! Keith Crosslin here. I’m a Board Customer Success Manager for Board Switzerland. Often, when I talk to customers about the possibility of upgrading to Board 14 (B14), they ask me what other customers are saying about it. To answer that question, I interviewed three Swiss customers who shared their…
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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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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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Level 200 : 210 No Data on Expense Planning Data Views
Hello, I am struggling to populate data into both the Annual and Monthly Data views. I have gone through all the steps again. I have also re-run all data readers and the BUD - Initialize Budget procedure, but my view is still empty, and hence failing functional testing. My currency selector also shows 2/2 instead of 1/1 as…
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Simplify the table right click menu and search
Background When the user mouses over a table, in the top left a small circle appears with three dots in it (used to be lines but in B14 it is dots). Click and a small menu appears with some common buttons and a further … to see more options. From B14 on, you can also right click on the table to get to this menu. We've…
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Rich text box, could the toolbar be docked please
Currently when using the rich text box there is a floating toolbar. The toolbar is nice, there's bold, underline, etc... but because it floats over the top of the text box, it can obscure the text while the user is typing. It is annoying to have to move it. To improve the user experience please dock the floating toolbar in…
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🎉 We Have Our Board Champions Social Media Challenge Winners! 🏆
Our Exclusive Board Champions Challenge, #BoardAndProud (ending June 30), was all about fun, creativity, and sharing the Board spirit on LinkedIn – and wow, you delivered! 💥 👏 Congratulations to our winners: @Aelys Saux - Andros @Fabian Höfner - Villeroy & Boch @Bart Scott - CFO Solutions @Andrea Del Pero - Bios Management…
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Enable Data Entry Validation Rules Based on Other Dataview Blocks
Hello Community, Currently, data entry validation rules in Board are limited to conditions within the same data entry block. This limits our ability to implement advanced validation scenarios that depend on other layout blocks. I propose adding the capability to define validation rules that reference values from other…
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Sorting an Entity
I have an easy question, I have the following entity "Role" which appears like this in the Content tab: It seems that I can custom the order in which they will appear in any Dataview by dragging the elements in this content tab. My question is, if when the DataReader that creates the elements runs, it will mess the entity.…
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Substitution Formula in Broadcasting Not Working
Hi all, I can't get the @Selection substitution formula to work on the email sent by Broadcasting. Others are working like @User, @Date, @Time. Is there anything I need to do to make it work?
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Add an comment field for each block inside a Layout
Hi Community, I would like to suggest a new feature for Layouts in Board: the ability to add comments to each bloc 🎯 Purpose: This would help developers document the purpose or logic behind each bloc directly in the Layout, without needing external documentation or complex naming conventions. The comment would be visible…
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Overall Total for an Entity to be shown overriding the screen selection
Hi, Is it possible to get the Overall Total of an Entity so I can get the % of Total even when there's an active Screen Selection? The sample table below show all Entity. Let's say Entity A is selected in the Screen. I still want the All Entity Total to show 75 even when the table is filtered. I will use this value in a…
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Unbalanced Hierarchies - Allowing "selection mode" configuration in dataflow and export
Hello everyone, Yes, this is my first post on the community. Following internal advices and multiple external feedbacks I'm sharing this Idea that seems to never been raised. My idea is to allow a developer to configure the default behavior expected on an unbalanced entity selection, only by configurating option mode to…
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Alternative to "Feed" for Banner Communications in On-Prem Version?
Hello everyone, We are currently looking into the feature called Feed, which is intended for banner communications (e.g., displaying important messages from administrators to end-users, deploy notes etc). According to the this link Feed , this feature is available in the cloud version of the system. We are running the…
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Last Value Funktion
Hi All, Is it possible to display the last value of a date type cube in a dataview? The cube contains the following time entitie: day, on which a Validity date is written. I tried it with the last value function, but that doesn't work. Does anyone have an idea, thanks.
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Display Cube Dimensions in Dynamic Selection
Hello Board Team, I’d like to suggest a UX improvement for screens that use dynamic selections based on a cube. 👉 Current limitation: When using a dynamic selection linked to a cube, it’s currently not possible to see which dimensions (entities) are used in that cube from the screen configuration. This makes it harder to…
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Option to hide automatically lines without values in a dataview
Context Very often in a dataview, we face the following situation: * we want to display a P&L value as a % of sales, in a separate column. * to do this, we configure a hidden columln with a "ReferTo" option on the Sales. * then setup a column with a/b, to display the %. Issue In this kind of situation, if a P&L line is…
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Simplify Selection of Descendants in Unbalanced Hierarchies
Currently, when working with unbalanced hierarchies in procedures, there is no simple way to select descendants of a parent element in a dynamic way. This limitation creates a lot of extra work during integration and makes maintenance difficult, as developers have to rely on complex and fragile workarounds. A simple and…
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Automated Email Notifications for Broadcasting Module
Automation is really important these days because it saves time and helps teams work better. That’s why I think it’s sad that customers using the Broadcasting Module in Board can’t get automatic email notifications through API users, Scheduled Jobs, or Batch processes. It would be great to have email alerts sent…
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Enhancing Generic Entities in Time Range Section
Currently, in the Time Range section of Board, we have the ability to use generic entities to address specific time-related business needs. Some common examples include: YTD (Year-to-Date) Months YTG (Year-to-Go) Months Monthly references such as JAN, FEB, MAR, etc. These generic entities are very useful for standard…
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👋 Fixing the article on OpenID for on premise
Hi @Board Community, @Board Support, Is it possible to correct the template openid.config at the end of the article in link bellow ? It's full of typos and not even valid xml (<add /></add>!) and apparently not the right redirect url path too. A ticket was open, but we are currently going by a trails and errors methodology…
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Add a calendar month entity within the time entity
Hello, I'm trying to add a calendar month entity within the data model properties. Calendar month is an entity which contains (JANUARY, FEBRUARY, MARCH) without the current year written. I mapped all the month to the level below which is Month but the basic relationship functionality does not work properly. I can't select…
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Restore original screen view after - Apply my screen view -
Hi, any idea who I revert My screen view back to the original screen view? Br, Maik
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Can we scroll data in bar chart horizontally?
Hi all, I want to know that can we scroll data horizontally in bar chart by limiting the amount of datas let's say total amount of data is 10 data and we want to initiate only 2 data will be shown and the others left we need to scroll it horizontally. Is it possible to do like that? Thank you.
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Limitations when pushing data from MDB to RDB via Dataflow
All, Are we aware of any limitations when pushing data from an MDB cube to an RDBMS using a dataflow? Scenario Overview: We have an MDB cube composed of four entities - 3 General Entities + 1 Time Entity Entities Max Item Item Count Entity 1 100000 30141 Entity 2 1000 41 Entity 3 100 8 Month Infinity 204 The goal is to…
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Level 200 Module 206 - Italy data not populating.
Hello, I'm having an issue with Italy data. Everything seems okay but while doing knowledge test, i choose country "Italy" the data is not populating. I've checked all the steps but don't see any discrepancy. Can someone please help me with this. Thank you.
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How to set up a 4-4-5 calendar
1. Abstract Board offers the possibility to create custom time entities in addition to the standard time entities to customize the calendar to specific business needs. Our goal will be to build a retail calendar based on the scheme of a 4-4-5 quarter, which is a method of managing accounting periods, mainly adopted by some…
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Drill Through popup : How many rows it can safely handle ?
Hello, Is-there any BOARD tech lead here ? Our users are using the drill through feature towards an SQL server database to see invoice accounting lines on SQL DB. However on some accounts, we have approx. 100 000 lines of invoices to display on the BOARD drill thorugh popup Question : Is the drill-through feature natively…
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FileRead ERROR:File Missing what is the causes of Datareader file missing?
Hi all, I want to know the causes why when I tried to run Datareader manually, FileRead ERROR:File Missing always be shown? I have checked the path is ok. Any ideas about this issue? Thanks.
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Search function / Excel PlugIn
I want to use the search funktion in the Excel plugin für an entity's ID. Unfortunately, it's 20 characters long. Can I configure the search function so that I get the correct result if I only enter the last digits and not the full 20 digits? Look at the screen shots. 1.) 2.) I get no result :( I'm looking forward to your…
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Best practices how to show many columns in dataview (>10 columns with a hundred thousands data rows)
Hi all, I want to know the best practices how to show many columns in dataview with approximately >10 columns with a hundred thousands data rows in a dataview. Because I am stressfull a lot about limitation error rows limit issues. I have read many references from other forums/discussions about this one, and overall of…
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Aggregate functions for Board Cubes
Hi, if you display a Board cube in a DataView and group it by an entity, then a sum is always formed for the values from the cube. Is there also a way to form an AVG(), MAX() or MIN() on the individual values instead of the sum, so that an average or a maximum value is obtained from the individual cube values? I would like…
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Calculate Mix including Subtotals
Hi there, how can I calculate percentage mix including subtotals? At the moment it is calculated by group. The algorythm formula GT doesn't work since I have Years in the columns and it does the math for the sum of all years. However I need it by year. Thanks maik