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September CommunityCast and Badge Opportunity
⛅️ Fall is just around the corner so make sure to enjoy those remaining sunny days! The Community team has some fun updates so check them out in the video below. Here are your one-minute, Community updates this month: Thanks to August's participants, we loved reading about your vacation destinations. @Helmut Heimann, @Nico…
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US Economic Outlook: September 2025
The August employment report reveals the U.S. economy is weaker than initially reported. With job creation at recession-level lows and unemployment measures rising, the labor market is signaling a clear slowdown. In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher explains what the labor data…
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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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The Board Community Experience Survey 3.0 is live!
The Board Community wants to hear from you! Our Community Experience Survey version 3.0 is live and we need your thoughts and feedback to keep our Community evolving. We've had a busy year since the release of the last survey and your feedback played a big part in the growth of the Community. Take the survey below to let…
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Board Impact Analysis: A Powerful Developer Tool
Author: Bart Scott, Board Developer at CFO Solutions LLC and Community Captain Board Impact Analysis is a very powerful tool that can be used to assess impacts of proposed changes as well as help in debugging, when used properly. There are two different areas you can utilize the Impact Analysis within Board. Only Developer…
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August 2025 Economic Outlook
In this month’s U.S. Economic Outlook, Board Principal Economist Natalie Gallagher breaks down what the return of inflation means for business planning - and the strategic shifts leaders should be making now. In just 10 minutes, you’ll learn: Why sticky-price inflation is accelerating after 18 months of easing How goods…
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Announcing Board's Latest SOC 1 Type II Report (July 2024 – June 2025)
We’re pleased to announce the successful completion of our SOC 1 Type II audit for the period 1 July 2024 to 30 June 2025. This milestone reflects our ongoing commitment to maintaining the highest standards of internal controls and operational excellence. The SOC 1 Type II report provides independent assurance on 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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Get to know the Q3 Community Captains!
Community Captains are front-and-center, paving the way for a more connected and impactful Board Community. Today we welcome four new Captains to the mix, ready and willing to connect and educate by sharing personal stories and advice with the ecosystem for the common goal of overcoming challenges and enabling success. We…
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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. 1. Abstract While conducting reporting, the essential requirement often arises to compare data across various time periods. This article introduces a method that enables users to choose a specific custom timeframe directly on the screen. Using a designated cube, users can dynamically…
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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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Users created log
It would be very helpful if there were logs that recorded the creation of new users, enabling evaluations of when users were created.
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Flex Grid Algorithm / and Grand total
Hi, I have another flex grid question. I have created an algorithm in a flex grid (PIVOT mode) when adding an entity to columns it doesn't do the calculation anymore. Any idea why that is? second question: How can I show a grand total in the PIVOT mode? Thanks, Maik
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Flex Grid Export
Hi there any idea when the speed of exporting a flex grid will be enhanced. It is very slow. Any thoughts how to get the exporting job done maybe in a different way? Thanks maik
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Missing pages on the manual
Hi, so there are same pages missing in the manual, mayby links that hasn't been updated. From here, do you have any information why i get [0x-7feceb00] - AccessDeniedToDatabaseFromProcedure when trying to run scheduled task?
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Capsule Root Landing Page - Add Ability to Hide the New Menu
In Board 14, there is a new menu on the left of the capsule root/landing page. It is repetitive as it's just another way to navigate to a capsule and it makes the screen look busy. You can collapse it (individual users), but it will not stay collapsed. Please add the admin ability to hide or set the default to collapsed…
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Parent/Child Missing Relationship Notification - PLEASE Bring it Back!
In Board 12, on the Relationships screen in the data model, if an entity member was not assigned on the relationship, there was a bright red warning at the top to alert developers. This was GREAT. Broken/unassigned relationships can cause all sorts of issues with dataflows. In Board 14, this is gone and there is no way to…
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Dark Mode - Accessibility settings
Hello everybody, i noticed that in Board 14 most of the UI is tied to white or grayish colours. If i also take into account GCR, most of the UI and text formattings are with "light-on-light" colors that do not allow for a simple and fast individuation of the settings and properties. I think that this approach is in neat…
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Presentation reports / expandable bar
A request for the bar in the presentation view to be ‘expandable' i.e., so that it can be extended to display the full names of the reports.
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Level 200, Module 212, Section 8: Sales Procedure Group
So this part is interesting, and the TEMP cube I guess are kind of like "helper columns" I might use in excel when doing calculations. Step 7 to 10, could you explain the thought process why we designate the temp cube to be populated with GBP by multiplying the rates, and then in another data flow say BUD - DF - Profit and…
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Validation error when uploading template data
When uploading a template into Board and the data may not be in the correct format, or part of the dataset, the system gives an error message. The message is not very clear as to what the user should do, only that the cell is invalid - would be more user friendly to tell the user what they are required to do. Example on…
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Time relationship for custom time range entity
Hi there, I need a new Half Year entity, parent of Quarter (Q1+Q2 = H1; Q3+Q4 = H2) and child of Year. Entity members have been populated for all years in my system. However, when I try to fix the relationship as Day > Month > Quarter > Half Year > Year, this new entity doesn't get captured in the correct way. If I drag…
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Level 200: Module 211, regarding the "Budget is Locked" label that we put on the screens
Can someone walk me through the logic of how this works? I've tested mine and it all works, for example the "Functional test of the solution" asked me to lock italy. Then I go to the sales planning screen and toggle to Italy then it shows the "Budget is Locked" caption. Great! But there's no way I could recreate this on my…
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B14 level 203 Units Data View configuration - missing items in the 'screen objects' listing
Hi - I am trying to add in the 'Data View' object to the newly created tab object, as described in the "Build a Screen to visualize the loaded actuals data" section, but 'Data view' isn't in my screen objects listing, snippy below: note there is no side scroll bar or anything, what you see above is the very top of my…
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Month On Month Variance
Hi BOARD Team, I created a simple procedure to calculate month-on-month variance. But I cannot see any output. If I use a + b, I can see the result, which calculated correctly. But if I use a - b, there is no result returned. Could you please help me to troubleshoot? Thanks
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Level 200: Module 212 Build the Unified Planning Report
Hello, I am having trouble seeing the same data as the screenshots in the training in steps 13-15 of building the unified planning report. I checked all steps prior to this and followed accordingly but not seeing the same data when clicking "update P&L". My income lines are also showing blanks. Also seeing in the training…
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Ability to Refresh Data within a drill down
The ability to only refresh data in procedures and on screens is great however it is a small pet peeve of mine that if you have a drill down window open you have to close the drill > refresh data > re-drill. It would be a great feature if you could refresh the data within the drill down windown. Use case: Quite often I…
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Module 211 Section 7: L2 Demo Data Model SET - Flag Budget And Actual Years Calculation Domain
In the data flow steps here, In the "MAIN" group, create a "Calculation: Data flow" step, select "CONFIGURE LAYOUT" and add the "SET - DE - Future Years" Cube as data block "a" and the "SET - DF - Actual Years" Cube as data block "b". Set the "Target" as "b: SET - DF - Actual Years" and set "Expression" to "1-a". I guess…
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trigger procedure - user connection / home page
Hello, Is it possible to trigger a procedure when a user logs in or when he arrives on the home page of a capsule? If so, could you please let me know how can it be done? Thank you
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Level 300 part1 - Training environment expired
Dear team, I started level 300 part1 training last month. However, the level 300 part 1 training environment will expire at September 11, 2025 and I can't complete it due to the time constraints because of my job using "Board". I would like to extend the instance to complete the level 300 part 1 training. Would you extend…
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Align the behavior of smart import error messages for the two types of import
Hi, I would like to suggest a possible improvement for the smart import object. As for now, if I import data copying and pasting from an excel file, I see detailed error message with the causes of any errors, also highlighting the cells where problems were found (example below). If I import directly an excel file, instead,…
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Working with Dates
Greetings, I have a Date field in a Board Report, and I'm trying to Split the Date into Month and Year using Board inbuild feature not by SQL via a Data reader. E.g, I want to split this as (first row): Month = 9, Day = 30, Year = 2024 where each of these is a separate column. Any hint or documentation on how to accomplish…
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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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Flex Grid – Enhanced Per-Entity Sorting Options (Asc/Desc, Code/Description, Block)
Description: Flex Grid currently lacks the ability to customize sorting for each entity in rows or columns in the layout. Although the misalignment issue on custom/standard time entities was resolved in the latest 14.3 release, there is still no functionality to control sorting behavior at the entity level—unlike in Data…
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Extend Level 200
Dear Board Team, I am undergoing Level 200 but it not complete yet and the instance will expire on 7th Sep. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Parakh
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Apply Selection to Layout Block - Chart / Dataview
Hi i would like to change the apply a different selection to a block however I receive an error in chart and dateview: When i change it manually it works. Interestingly despite of the error trackball is still showing but with the wrong numbers. Any idea what the issue is?
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Missing Ctrl+F functionality with in the Dataview.
The user needs to highlight the searched item with in the data view by using ctrl+f functionality. we don't see this functionality in Board14. User experience is effecting without this functionality. could you please make a note of this idea and try to add in upcoming versions.
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About Sparsity
Hi Team, I am reading the Best Practice Screen, which suggests that version / scenario can be set as Dense to improve speed. Just for the learning purpose (not means I will change it), we should review the folloing Sparsity? Thanks
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WORKING WITH DATE
I have a Date field in a Board Report, and I'm trying to Split the Date into Month and Year using Board features not by SQL via a Data reader. Any hint or documentation on how to accomplish this in board will be highly appreciated. Thanks Walter
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Level 200
Level 200, Module 203 Section 14: L2 Demo Data Model Configure Data View Unit Hello, i'm having trouble selecting fields in data view configuration. this is the training screenshot mine is different, i can only see "time entities"
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Request to extend lvl 200
Dear Board Team, Unfortunately, due to an unplanned absence, I was unable to complete Level 200 Developer Path. I would like to ask whether it is possible to either extend the training environment or have it reset so I can continue. Thank you in advance for your support. Best regards, Carolin Rudolph