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Status Page New Feature: Delegated Technical Contacts
We’re pleased to announce the availability of Delegated Technical Contacts (Self-Managed) on the Board Cloud Status Page. This new functionality is designed to help customers—especially Board partners—ensure that the right technical stakeholders stay informed about incidents, maintenances, and service reliability, while…
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From GCR to FCR: A Name Change That Reflects How Finance Teams Work
Names matter, especially when they describe how finance teams actually work. That’s why we’re making a small change that better reflects how many of you use Board. As of today, we’re renaming our solution area from Consolidation and Reporting GCR (Group Consolidation & Reporting) to FCCR (Financial Close, Consolidation,…
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Board Collaborates with Microsoft to Bring Agentic AI Into the Core of Enterprise Planning
Domain-Specific, Enterprise-Ready AI Agents Support Continuous Planning Across Finance, Supply Chain and Merchandising Boston, MA — January 21, 2026 — Board, one of the leading Enterprise Planning Platforms, today announced the launch of Board Agents built on Microsoft Foundry. Board Agents deliver an intelligent suite of…
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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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2026 Community Captains
📢 We'd like to extend a warm welcome to our new 2026 Community Captains! Your contributions to the Board Community strengthen learning, model excellence, and reinforce our shared commitment to accelerating growth. ➡️ Follow along to watch this list grow throughout the year! 🙌 Welcome back to our returning Community…
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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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January Economic Outlook: Inside US Manufacturing Shifts
The US manufacturing sector entered 2026 under pressure—but the headline numbers don’t tell the full story. Conflicting PMI signals at the end of 2025 point to something more structural than a simple slowdown. Our January outlook breaks down what’s really happening beneath the surface: a two-speed manufacturing sector…
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Board 14.5 is here!
We are pleased to announce that the Board 14.5 release is here! 🚀 The new Board 14.5 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.5 proudly introduces a new semantic layer to your data – the Datasets! Furthermore, we made improvements to the Data Reader Action…
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Smart Import Object sample use-cases and functionalities.
Author: Amruta Shaha, Senior Consultant for Board. This article takes a deep dive into the Smart Import Object facility in Board, exploring how and when to use it in place of Data Readers, the different modes of import available, and practical scenarios where formula-based imports can unlock real value. While existing…
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Part 1: Agentic AI – A Paradigm Shift for Integrated Business Planning
How different would your business look if your planning tools could anticipate your next move? ➡️Part 1 of our two-part series on Agentic AI is here, and it’s set to shake up how organizations think about Integrated Business Planning. This first installment explores the paradigm shift underway and what it means for the…
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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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Report design Ideas to have 2 nested entities on rows with outer entity have calculted measures
I have a question about a report structure and would appreciate any ideas to achieve it. There are 2 entities - Measures & Channel Measures have the following members - The last 2 AOV members are calculated using formulae achieved through rules Weight Volume Revenue AvgOrderVal/Order = Revenue/Vol AvgOrderVal/kg =…
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Is there a way for a cartesian stacked bar chart to show % of total, similar to pie chart behavior?
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Sort the Months in a Selector - Descending Order
Hi all, Is there a way to sort the Months in a selector with the current month on top and in a descending order? The default is it's sorted in ascending order i.e. very old dates on the top, which is not user friendly as we want to present the latest periods the moment they open the selectors.
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Data reader mapping page
Hi Team, Can you replace the method of dragging the item from one side to another? We can add a check box and select the desired item to move one or multiple selected iteams such as an entity or a cube.
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Flexgrid “Functions & Formulas” pane
We have Board 14.5, but I still don’t see this pane. https://youtu.be/99bbLkeP0Hg?si=hDyJgpSu_vjnhXWe in this promotional video, minute 1:12 they show “Functions & Formulas”. Do you know when this feature will be available for flexgrid? Is this enabling users to do formulas on the fly similar to how you would in Excel?
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What do the Longitude and Latitude do for Map Areas?
Hi there, I'm currently trying to use the Map-Feature more often. Espacially shapes. In the options for Map Areas I can choose shape name, Latitude and Longitude. But what exactly do the latter two do? As far as I understand it, all the relevant coordinates for areas are in the json-file you uploud into the Map-Object.…
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Board 14.5 flexgrid pivot, multiple nested column groups
Board instance: dolby-s1.board.com Screen: Revenue Input It's great that it collapses the columns when I have a 2nd column grouping under it. But now, when i expand a column for instance, it brings it all the way to the left, even if I expanded Q3, it'll bring it to the left of Q1 and Q2. Before expanding: After expanding:…
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In which screen is a procedure used
Hi there, is there a way to see in which screen a procedure is used? SImilar to the cube analysis? Thanks Maik
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Error when loading files from Azur
Hello, From time to time we have troubles downloading files generated with data exports from Azure with the message below. The same files works for several time and suddenly we cannot load it anymore: thank you, Catalina
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Adding more Custom Time Entities
As of now, the Custom Time Entities cap is very limiting for such an useful feature, and restricts its potential. This was already suggested some time ago but it didn't get much traction…
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Level 200, Module 214: Expense data load and publish don't work anymore in play mode
Hi, I've got an issue with the expense data upload & publish right now. Everything worked perfectly, and since I updated the ACT - Expense Data Publish procedure, I can't load and and publish data from the screen anymore. If I run the procedure from the procedure menu by clicking "run" (either the capsule or the data model…
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How to flag periods between two dates
1. Abstract In some cases, calculations are only valid within a defined time period with a specific start and end date. Therefore, it’s crucial to first identify this period to ensure the calculation is applied accurately. 2. Context Many business processes rely on calculations between two dates. For example, calculating…
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How to join two tables in SQL Datareader in BOARD 14.6
I want to join two tables based on their multiple common fields.How to do that ?
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How to version a hierarchy
1. Abstract Sometimes as well as holding the current state of a hierarchy, it might be necessary to also retain a history of not just entity values but relationships as well. 2. Context While it’s common to retain history of relationships in Board by breaking hierarchies into standalone entities and using matrices to track…
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Lev 300 - 306: Question 2 functional test result is incorrect
The indirect cost seem not allocated correctly, but i have checked the configuration many times, they are the same as described in the learning "Build Indirect Cost Planning and Allocation"
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Level 200, Module 207: Data Entry is not working
I am configuring Sale Planning worksheet within Module 207 task. I am adding a Dataview object for Cube BUD - DE - % Increase, and I put Data Entry option = ON, but after applying and saving the configuration, the fields are not coloured yellow, and Data Entry is not allowed in Play Mode. I would like to know, what…
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Couldn't find "design mode" to make changes in the capsule.
In the board platform for Wipro, I couldn't find the design mode to make certain changes in the already existing capsule. I have attached the screenshot for reference.
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Notes and descriptions for full procedure
I think it would be beneficial for developers and all users, if it was possible to write notes or a summary of what the procedure is doing here. either as a separate tab next to options, or as a Notes box under the Name.
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Data Reader – Source & Target Overview
TL;DR Board currently provides no overview of which Data Readers pull from which source tables/views/files. This creates avoidable risk and slows down troubleshooting, onboarding, and impact analysis. I’m proposing a built‑in Data Reader Source Catalog that shows all Readers, their source objects, targets, and last‑run…
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Maintain and export Unbalanced entities hierarchy in Board
Hi all, I'm posting an idea to find a solution to 2 limitations related to the use of unbalanced entities. 1. The relationships in an unbalanced entity cannot be maintained by a normal user. Today the only possibility is to do so by a data reader (so, from a source system) or through the data model section (so, only for…
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Store 0 value versus an empty cells
It would be great to easily be able to distinguish significant zeros (calculated) from non-significant zeros (empty intersection) so they can be displayed correctly in reports.
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How to map entities using text cubes
1. Abstract Users often need to configure mapping cubes across applications in Board to maintain one to one relationships to entities. However, when these entities contain a large number of members, manually selecting or updating mappings directly in the mapping cube becomes cumbersome and error-prone. This article…
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Board 14.5. Flexgrid pivot mode, multiple nested columns
Board instance: dolby-s1.board.com Screen: Revenue Input It's great that it collapses the columns when I have a 2nd column grouping under it. But now, when i expand a column for instance, it brings it all the way to the left, even if I expanded Q3, it'll bring it to the left of Q1 and Q2. Before expanding: After expanding:…
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Collapse unbalanced hierarchies entities in dataview
Hello, With unbalanced hierarchies entities, it is possible to collapse (more or less) in selectors, but not in dataviews directly. Would it be possible to add the collased functionnality in dataviews for the next releases please? Thanks
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Allow Pasting TEMP Cubes When Copying dataflow Layout into Inspect Data
When debugging procedures in Board using breakpoints, it is very common to copy the Dataflow Layout in order to inspect the data at a given step, especially when the dataflow contains TEMP cubes. Currently, when this layout is pasted into the Layout Editor of Inspect Data, only the physical (persistent) cubes are pasted.…
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Add Subtotals Support in Export Data Set feature for Unbalanced Entities
Currently, when exporting a Data Set from a cube that includes an unbalanced entity, the subtotals of that entity’s members are not included in the export. I suggest enhancing the Export Data Set feature to properly support subtotals for unbalanced hierarchies thanks
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B14 203: Data View not populating
The data view is not populating to match what is shown in the training. My data view: Training data view: My data readers do not have any discarded data.
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Use Entity in Algorithm - Entity showing the count of members not the value
Hello, How can I get the value of Custom A Entity so I can use it in my Algorithm? Currently, I am adding it as a data block in the layout but it's showing the total members not the value. The by row has 4 Entities - Reporting Unit, Custom A, Group Account, and Comment. I need Custom A for my algorithm but when I add it as…
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relationships in data reader
Hello, I want to fill in a dimension in my data reader based on entity related to another in my file. Please, find below my example: I want to fill in AT - Recepteur Entity based on Company entity which is relathionship with CFI - Valeur il my example. Is there a way to do this ? thank you!
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Visual Indicator for Pre-Configured Drill in Data View
In data views, users cannot easily see if a drill is already configured or not. The drill can only be discovered by double-clicking. Add a small visual indicator (for example a colored dot or a corner) when a drill is available.