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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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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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Monthly Customer News Update - July / August 2025
Here are the most interesting reads for you to enjoy, catch up on things, or get ready for the second half of the year. Let's dig into: A special outlook: U.S. stagflation & its European implications Finance: Customer stories from Goldbeck and Van Moer Logistics Retail Planning: Why you need to be dynamic and include AI…
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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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My Board-ology Process
Author: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain Although our company has been using Board for over three years, I still feel like I am new to it. I have so much to learn, but the ever-changing business environment is not going to wait for me to get up to speed—I must adapt. As I…
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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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2025 Q3 Captains Have Arrived!
Akrem Abdelhafidh is a Senior EPM Consultant at XB4 Consulting, specializing in the Board platform. He has delivered planning, budgeting, and reporting solutions across various industries including retail, manufacturing, finance, and agribusiness, supporting both operational and FP&A needs. Since starting his journey with…
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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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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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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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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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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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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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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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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
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Limit Drill Down Entities settings library
Board allow to limit drill down entities list in a single data view. It would be nice to have the capability to save such settings (like happen for selection bookmarks) to be used in other data views linked to same database / cubes
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Level 300 Part 2 - 310 Functional Test
In the first question of the function test, I am required to push the button to update P&L, but there isn't an "Update P&L" button on that screen to be selected. I have also gone through the instructions again, and there are to steps where we need to set up the button. As a result of this, I'm unable to get past the first…
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Data View modify default Columns Width
The data view columns width is set 120 as default. It would be nice to be able to change the default width for a dataview or even a full capsule. Bests Regards
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Is it possible to have no totals for certain algorithm blocks in the total line of a dataview.
I have a dataview with total lines but besides "normal" data I have a column with a algorithm block showing percentage values in a tooltip (as information for the user, so that he know which maximum percantage value is allowed to be entered) - for this percentage values in the tooltip I dont want to see summed up totals,…
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Level 200, Module 206 5% increase to budget
While this seems like a great procedure in the module, for our org, curious how easy it would be for the % uplift to be dynamic for cases like this. My question is, instead of a procedure that will increase sales budget by 5%, is it possible to create a procedure where it will take a % uplift input by a user, and increase…
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Hint in dataview
Is possible insert in a dataview different hint for each column header?
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Allow drag & drop reordering of cube versions
Hi there! It would be really useful to be able to reorder cube versions by dragging and dropping them. Right now, if you create a new version that, for performance or logical reasons, should be placed in position 2, but you already have 6 versions, you must delete all of them and rebuild them in the right order. It would…
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Selectors not resetting
Hi - I'm in level 200: Module 203. For these selectors, for the bottom one for example, i selected 1 out of 122. Now, there doesn't seem to be a way to "select all" salespersons again. It's almost like I would have to select all 122 for it to reset. The reset button doesn't actually work.
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Flex grid calculation
Hello, I am using the flex grid as below, the Var % is calculated as (78081-75790)/78081 * 100. This is calculated well on each line. However , when i am grouping and aggregating value, the variance is being summed up which is incorrect. It should have taken (10,498,902 - 11,700,011)/ 10,498,902 * 100 = 10 %, on the screen…
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Enable Draggable Field Mappings in Data Reader
Use case: When configuring fields in a data reader, it's not uncommon to forget a field (e.g., Customer Description in Screenshot 1 below), or the data structure may evolve, introducing new fields or changes in hierarchy over time. Currently, if a field needs to be added or repositioned, users must clear all existing…
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Question on clearing cubes
Are you able to explain this further to me? I guess, if there is another month of sales activity, will clearing the cube not be necessary? Trying to understand when it is necessary or not to clear the cube. And, how do we clear the cube again? I'm still in Level 200 training.
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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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Print export should consider selected tab
It's great that you can add a screen to a presentation multiple times and select a different tab of the container object each time. However, the printout does not take this tab selection into account, but always prints only the first tab if the print area contains objects other than just the tab container object. It would…
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Can I create 2 dynamic selection entity based on cube in screen or dataflow?
Hi all, I want to know that, can we create 2 dynamic selection entity based on cube in screen or dataflow? For example : Entity A, Cube A, Cube B I want to make : Select Entity A based on Cube A Select Entity A based on Cube B Is it possible if the scenario should be like that? Thank you.
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Module 203: Section 14
where is says "add a tab object to the screen", so I've added a tab container, and it doesn't seem to work. I've been able to add a Units Data view object and a Sales Data view object, but the tab container doesn't seem to interact with them at all. I've tried dragging every which way within it, but no reaction from the…
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SCIM/SAML Provisioning No Longer Updating Users Automatically
To successfully update a user's access in the Board Application by replacing their existing AD group with a new one. The following steps are followed. Step-by-Step Process 1. Remove Existing AD Group • Sync to Microsoft Entra ID occurs within 15 minutes. • The SCIM provisioning job, which runs every 40 minutes, updates the…
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Multiple position selection in Menu Object
Hi all, it would be great to have a multiple position selections in the Menu Object. That would allow us to combine different positions (folders) within one Menu Object. Feel free to reach out if you have any further questions. Kind regards, Atilla
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Level 200: Module 209 Expense Planning Upload
Hello, I am having trouble on Section 17 Build the Expense Actuals Screen and make adjustments. In the Expense Actuals screen, I am not able to retrieve data when after performing these steps. My screen looks like this instead for both the GBP and LC tabs. Data is not retrieving as below. I followed all the steps prior to…
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Problem Loading images with Data entry
Hi everybody, I’m currently struggling to upload some images into a BLOB cube. I already have a cube containing different items, and I’d like to associate each item with its corresponding image. To do this, I created a BLOB cube with the same dimensions as the original one. Then, in a Data View, I tried to enable the Data…
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Flex Grid Totals on collapsed groups
Hi, any how to show subtotals on collapsed groups in a flex grid and in general to show totals when expanded?