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March CommunityCast and Monthly Mission
🍀Welcome back to March's Monthly Mission. Community packed a number of user experience updates, blog content, and knowledge in our How-To Guides and Best Practices in a shortened February and we're excited to share those with you. Here are your one-minute, Community updates this month: https://player.vimeo.com/1170343878 A…
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3 Q's with Amy Holmes, Board Academy Director
Featuring: Amy Holmes, Community Captain and Board Academy Director In this installment of Community 3 Questions, we sat down with Amy Holmes, Board Academy Director, to get her thoughts on the new Academy vision, what's resonating with learners, and looking ahead to 2026. Be sure to give your feedback in the comments…
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How to overcome the challenges of a Weekly Fiscal Calendar
1. Abstract Managing a Weekly Fiscal Calendar presents a recurring challenge for organizations operating with 52- and 53-week Fiscal Years. The presence of an additional week disrupts like-for-like (LFL) comparisons, distorts year-over-year variance analysis, and complicates budgeting, forecasting, and reporting processes.…
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Foresight Best Practices – Wave 2 Now Live!
We’re excited to share the next wave of Foresight Best Practices in the Community, featuring 10 new best practices. ➡️This second set of articles continues to expand on practical guidance for working effectively in Board Foresight. While the first wave focused on core modeling and data fundamentals, this new group rounds…
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Build Along with Board: Turning Guides Into Guided Walkthroughs
If you’re looking for reliable, actionable guidance in the Board Community, Best Practices and How-to Guides are the place to start. Whether a guide is created or curated, it’s always reviewed and validated by Board’s internal Center of Excellence—so you can trust what you’re applying in your own work. This year, we’re…
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🎓Academy Reimagination is NOW!!
Board Academy 2025: A Year of Transformation — And What’s Next for 2026! In 2025, Board Academy embarked on an exciting journey to reimagine the learner experience - guided by one bold vision: Delivering the Right Education, in the Right Way, at the Right Time. . .Every Time! This transformation is shaped by you, and this…
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Integrating Board with Google BigQuery
1. Abstract This document describes the recommended approach for integrating Google BigQuery with Board using the Progress DataDirect JDBC connector within the Data Pipeline. It outlines the integration architecture, configuration steps, and data import methods, positioning BigQuery as the source of truth and Board as the…
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Introducing The Boardroom!
Welcome to the Boardroom, Board's inaugural monthly LinkedIn newsletter which explores how finance, supply chain, merchandising, and operations leaders move from static cycles to continuous, connected enterprise planning. The first edition dives into a shift reshaping the space: enterprise-ready agentic AI, and how Board…
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🎓LEARN! GROW! ACHIEVE! We are happy to share some exciting updates and launches in Academy.
📚New Courses launched this month: Solutions Overview About this course: This course introduces Board’s Solutions strategy and explains why it is critical to delivering faster, more consistent customer value. You learned how Board has evolved from a flexible platform to a solutions-driven approach, how Engineering,…
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Introducing the New Board Idea Exchange
The Board Idea Exchange is where Board Customers, Partners, and Employees share ideas, provide feedback, and help shape the evolution of the Board platform. It’s a central space for proposing enhancements, discovering what others are asking for, and engaging with ideas that impact how you work. We built this portal to…
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Scheduled Infrastructure Update for Board SaaS Instances
Dear Board Community, We would like to inform you that we will be carrying out required planned infrastructure maintenance on Board SaaS environment in the coming months of 2026. This activity is required as part of our ongoing efforts to maintain a secure, stable, and up-to-date cloud platform, including the replacement…
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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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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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How to display images stored in the Google Cloud Storage
1. Abstract Displaying images stored in Google Cloud Storage (GCS) inside Board is straightforward - as long as the URL is constructed dynamically through Board algorithms and secured with a valid signed URL. As Solution Architects, our objective is to provide a clean, modern pattern where Board remains lightweight while…
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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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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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How to ensure correct rule behavior when using entity sorting
*NEW—includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared here. https://player.vimeo.com/1163691677 1. Abstract Rules applied to an Entity are widely used in Board to support aggregation logic within reporting structures. A common…
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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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February CommunityCast and Monthly Mission
💗 Welcome back to February's Monthly Mission. January was a content-packed month with the Community blog publishing a number of posts covering a range of topics. We've also implemented several user experience updates that you can learn about in the video below, and geared up for February's launch of the new Idea Exchange…
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Override security when displaying data in a bar graph
Hello, Is there a different way of overriding security other than the "Refer to"? We are trying to display all Business Units in a bar graph which means we need to override the security for all users. This allows them to compare their values to other Business units. Using "Refer to" to show all BUs in a bar graph means…
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Request for extension: Level 300 Part 1 training environment
Dear Support Team, I am currently participating in the Level 300 Part 1 training. Unfortunately, my access to the training instance has expired. I would like to kindly request an extension or reactivation of my environment so that I may complete the remaining modules of the training. I would greatly appreciate your support…
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Difference between numbers
Hi how can i calculate the difference between the values highlighted same color? in the end it should a week over week difference. I tried with nexel but the result doesn't make sense. The date in columns is changing everyday fyi. thanks maik
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sql data reader step is not working in procedure whereas it is running manually
There are bunch of data readers which i have ported along with some cubes and procedures , so everything is fine except the calling sql data reader step in procedure , it is throwing an error and going to error group whereas manually it is running perfectly, can any body help with this. please find the error from the logs.
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manage what SVG maps show
Hi, i was able to make the svg map running. But now I am confused because I dont know how to mange what it shows in the screen. It shows things like alarm Color and so on. How can I define what I want to show? Thank you
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Cloning at Training Environment
Hello, I’d like to ask whether it is possible to clone a data model and capsule across different user training environments. The main goal is to ensure that conditions are consistent between User 1 and other participants during each training session. This would help us standardize the environment and avoid discrepancies in…
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Unexpected Behaviour: Data Entry with Pattern Base Allocation
Good day everybody! I’m experiencing an unexpected behavior with Pattern Based Allocation (PBA) in a Data View. I’m using PBA to enter a value at an aggregated level into a target cube (initially empty) and allocate it down to a more granular level using another cube with the same structure (driver cube). The issue is that…
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Board 14.5 - Flex grid Code + Description concatenation
Notice that in Dataview, and everywhere else, the concatenation of Code and Description is separated by just a blank space. But in the flexgrid, it uses a hyphen. Can this be fixed in a patch? It makes things cumbersome when you're trying to compare things in an Excel export, you have to manipulate the data to do proper…
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How to address common challenges in developing Board presentations
1. Abstract Board Presentations enable users to transform governed reports and dashboards into interactive, shareable slide decks within the Board environment. While the feature provides flexibility and real-time data interaction, users may encounter practical challenges during creation, maintenance, and distribution.…
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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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Table of Contents: Board Foresight and Signals
Board Foresight and Signals The Insight Loop – October 2025, an Economist Roundtable Board Unveils New Foresight and Signals Products Missed the presentation of Board Foresight and Board Signals? Or still have questions? Board Foresight and Board Signals: Here are the Answers to your Questions! U.S. Stagflation and the…
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Table of Contents: Community, Academy, Advocacy
Community March CommunityCast and Monthly Mission February CommunityCast and Monthly Mission January CommunityCast and Monthly Mission December CommunityCast and Badge Opportunity November CommunityCast and Badge Opportunity October CommunityCast and Badge Opportunity September CommunityCast and Badge Opportunity Academy…
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Table of Contents: Build Along with Board
Build Along with Board How to use advanced SQL statements to Bulk Insert in SQL table How to use Nexel to select custom time periods How to set up a 4-4-5 calendar Auto Max Item Number How to Edit the Max Item Number How to ensure correct rule behavior when using entity sorting
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Table of Contents: Releases
Releases UPDATED: Board 14 release - a new 14.1 patch update is here! Celebrate the Board 14 Release with a Fun Competition Board 14.3 is here!
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Location of the log file when the new entity members added in On-Prem
Hi, Can anyone help me to find the log file that contains the timestamp of the new entity member added in On-prem. Please provide me the exact file name and path of that file. Thank you for your help
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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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Verify Expected Sign of Indicators Before Running Predict
1. Abstract Ensuring that each explanatory indicator has the correct expected sign before running Predict prevents mis-specified relationships and unnecessary reruns. Confirming sign direction improves model validity, interpretability, and efficiency. 2. Context Apply this best practice during Predict configuration, after…
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Test Scenario Sensitivity One Driver at a Time
1. Abstract Adjusting multiple assumptions simultaneously can obscure the true impact of individual drivers. Testing scenario sensitivity one variable at a time clarifies causal relationships and improves the credibility of scenario analysis. 2. Context Apply this best practice when building or reviewing scenario analyses…
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Limit the Number of Explanatory Variables to Preserve Interpretability
1. Abstract Including too many explanatory variables in a model can reduce clarity, increase instability, and weaken long-term performance. Thoughtfully limiting variables helps preserve interpretability, strengthen generalization, and improve stakeholder trust. 2. Context Apply this best practice when configuring Predict,…
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Validate Data Definitions Before Analysis
1. Abstract Before analyzing or modeling any dataset, confirm that its definition, calculation method, and source have remained consistent over time. Definition changes can introduce artificial structural breaks that distort correlations, weaken forecasts, and reduce analytical credibility. 2. Context Apply this best…
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Re-Run Seasonal Profiles After Major Data Restatements
1. Abstract Significant historical data restatements can invalidate previously calculated seasonal profiles. Re-running seasonal profiles after major revisions ensures that seasonal adjustments continue to reflect the true recurring patterns in the data. 2. Context Apply this best practice whenever a data source undergoes…
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Monitor Residual Drift Over Time
1. Abstract Residuals reveal how well a model explains observed data. Monitoring residual drift over time helps detect emerging structural change, missing drivers, or weakening relationships before forecast performance deteriorates. 2. Context Apply this best practice during periodic model reviews, particularly for models…
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Apply Seasonal Adjustments Consistently Across the Workbench
1. Abstract Consistent seasonal treatment across all indicators in a Workbench ensures meaningful comparisons and prevents misleading correlations caused by mixing adjusted and non-adjusted series. Applying seasonal adjustments intentionally and uniformly strengthens both exploratory analysis and downstream modeling. 2.…
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Ensure Explanatory Indicators Span the Full Analysis Period
1. Abstract All explanatory indicators included in a Workbench should cover the full selected analysis window. Ensuring consistent time coverage prevents unintended truncation of the training period and preserves the statistical strength and interpretability of results. 2. Context Apply this best practice after setting the…
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Set an Appropriate Start Date for Your Workbench
1. Abstract Selecting the appropriate historical start date ensures that analysis reflects relevant business conditions while preserving sufficient statistical depth. A well-chosen time window improves the interpretability, stability, and credibility of insights generated in Discover and Predict. 2. Context Apply this best…
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Smooth Volatile Indicators Before Modeling
1. Abstract Highly volatile indicators can obscure meaningful patterns and weaken correlation quality. Applying appropriate smoothing techniques helps stabilize signals and ensures analysis reflects underlying trends rather than short-term noise. 2. Context Use this best practice when using sentiment surveys,…
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Enabling Dataset download to a file for User
Hey Everyone, Has anyone ever enabled a user to download a dataset to their system/PC? They are on a cloud instance of Board, and the data is coming from one specific cube, but the extract procedure places it in the shared drive, and I can't use the extract from data view because the cube has too many entities. Would…
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Capsule permissions
In the Ressources i found the Documantation for the Folder Securities, but how can i manage the access to Capsules on the Top Level? We have some capsules on the same level as Folders… but in the security section i can only select Folders:
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Q1 - Functional test - Level 300, Module 306
Hi, Can someone help me with this answer? Please Thank you so much