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Monthly Customer News Update - May 2025
We’ve been busy behind the scenes, and we’re thrilled to share some big, exciting updates with you today: Board 14.3 is coming Get a sneak peek What's happening in the US market? Watch our economic outlook Need a best practice? Check out the customer stories by Kraft Heinz, Iren Energia, and Dr. Beckmann How mature is your…
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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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US Economic Outlook: May 2025
The outlook for 2025 has shifted dramatically. In this month’s 10-minute report, Board Principal Economist Natalie Gallagher explains how policy changes are reshaping the macro landscape—and why businesses need to rethink their assumptions. Highlights in this month’s report include: Growth projections have been downgraded,…
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Board 14.3 is here!
We are pleased to announce that the Board 14.3 release is here! 🚀 The new Board 14.3 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.3 proudly introduces new improvements to the Flex Grid Object, including the additions of Data Entry, a Detail By-like feature…
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3 Q's with Fethi Zerara, FP&A Consultant
Featuring: Fethi Zerara, FP&A Consultant and Community Captain Learning how to use Board is a journey but one that can yield truly incredible results. This installment of the Community 3 Questions series is a conversation with one of our more experienced members, Fethi Zerara, as he shares his thoughts on the Board…
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The importance of documentation for long-term success: Deployment documentation
Author: Lucas Charello is a Community Captain and Senior Board Consultant at Kiwika. Hello, Community! My name is Lucas Charello, and I’ve been working at Kiwika for almost three years as a Senior Board Consultant and Project manager. Today, I’m excited to bring up a big topic that is sometimes overlooked: The importance…
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New Course Launch: Go To Market: FP&A Solutions
We’re excited to announce the launch of our new eLearning course: Go To Market – FP&A Solutions! This course is designed to equip you with the knowledge and tools to confidently position and sell our FP&A solution. Whether you're generating leads, delivering demos, supporting customers, or enabling partners, this course…
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2025 May Badge of Impact
May is here and with the start of a new month we're very excited to share with you a new video series called CommunityCast. In this series, we'll be providing a quick round-up of recent updates in one minute or less—ranging from new content, programs, technical and structural updates to Community, and so much more! Stay up…
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What’s New in our Board Knowledge Base
What’s New in our Board Knowledge Base To help you get the most out of your experience, this guide explains how to navigate our updated Knowledge Base, understand version-specific content, and get familiar with updated terminology. Whether you're new or returning, here’s everything you need to know to quickly find accurate…
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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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Ability to Set a Data Entry Trigger in drill down popup
Currently the Data-Entry Trigger can be set only by the master data-view , it will be good to set a custom data entry trigger specifically designed for the drill-down popup. For now, we can work around the issue using 'Drill to Screen', but it would be interesting to have this capability within the 'Drill Down' itself.
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Level 200, Module 205 - Impossible to create a 'Call procedure' step
Hello, I'm stuck in the Level 200, Module 205: ACT - Sales Data Load Capsule Procedure. I need to create a capsule procedure that contains a group 'Call DB Procedure' with the step 'Execution flow: Call procedure'. However when I try to do this I cannot select any procedure in the drop-down, it's simply greyed out. I've…
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205 UK Data Not appearing in the Sales Planning screen + Initialize Budget does not work
Hello I am currently blocked on 2 problems currently: First of all, In the Sales Planning Screen, no data appears in the different visuals when I select UK, see example below What is strange is that is that in the Sales Actual screen, I can see the UK data, Both tables use the same data cube in entry. Moreover, I do get…
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Level 300, Module 305 - Functional Q 1
Hi, I am currently getting an incorrect response for the CY Forecast amount for Grey Pearl Stud. I have checked the steps and instructions numerous times but just cannot seem to work out where the issue is. Having looked at what the correct answer/amount is, it seems for whatever reason my procedure is doubling this…
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LEVEL300, Module305: Regarding Functional Test Question 1
Hi all! I am struggling with Functional test question 1 in level 300 module 305. Already checked all the steps 3-4 times, still cannot find what's the issue: when I am completing the steps for Functional test, I am getting correct result for 2 planning products, and the incorrect one for one planning product, as shown on…
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Interacting with a Dynawrite Object
Hi Everyone, does anybody know how to write on a dynawrite object on play mode?
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Addressing Timeout Issues in Azure ML with Batch Inference
Dear Team, During inference on high-volume datasets in Azure Machine Learning—particularly those spanning multiple countries, departments, and similar entities—we have encountered procedure failures caused by timeout errors. These occur because the inference process does not complete within Azure ML’s default maximum…
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204 - Procedure - Selection Step bug
Hello, I'm following the B14 204 course and I have an issue where when I want to select "Timestamp: ACTS - Actual Sales Upload" in my procedure, nothing is available. As you can see here, I cannot select anything. I've been told that it is a UI problem, but is there a way to circumvent it? I have reloaded the VM but…
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Level 200, 203 Force kick from go to screen
I'm currently having a strange bug where when I click on data management on the home screen to go to Sales Data Upload, 4 times out of 5, I get force kicked of Board and I have to reconnect myself. I don't know the cause and it doesn't do it every time, which makes it even more unusual. It seems like a critical bug if it…
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Drill Down
Hi all, is there a limit how far you can drill down? Thanks< maik
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Column Entity Always Show the Total Members and Not Display the Actual Value in Dataview
I want to know the causes of why my Part Number column entity always show the total members and not display the actual value? Did I have some mistakes in mapping my cubes? FYI : Cube (Mixing Ratio)→ Have 3 entities mapped into it (Part Number, Plant FG, Supplier/Cost Center) And here captures of my settings in Layout…
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Enhancement Request: Automatic Cleanup of Azure ML Endpoint Deployments
I would like to raise a concern regarding the deployment process in Azure Machine Learning Studio. Currently, when the same forecast scenario is executed multiple times, the existing deployment on the same endpoint is not automatically removed. This results in deployment failures unless the previous deployment is manually…
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Blob Cubes (Custom) Upload and Download Functionality
I'm creating a screen within our business planning capsule that will be a single data view object intended to store various file types that offer supplemental information over what's provided in the business plan. I would like for the file inputs to be heterogenous, so that I don't have to create a cube specific to the…
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Selectors - Active Selection
Hi, We have a Selector on a screen which shows the Active Counter and Active Percentage. The entity of this selector is previously prefiltered by a On Open Trigger procedure. This makes it display 20/50 elements even if the user has not Selected anything. From the user point of view, he/she should only see 20 elements. And…
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Block showing only sum total
Hi everyone, Is it possible for a block in data view to only display the sum total? I've tried using the algorithm rt(j) but the variance total is incorrect, i.e. I want the total variance to be -7,425.5k, not 325,424.6k. If I take away 'Detail by Month' in block j, the variance calculation is wrong. In essence, how can I…
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Procedure Concurrency Management: Lock Edit Mode When in Use and Enable Read-Only Access
Hello Community, Currently, multiple developers can open the same procedure in Edit mode at the same time, which increases the risk of overwritten changes, loss of work, and version conflicts. I suggest implementing a concurrency control mechanism where: A procedure is locked as soon as it's opened in Edit mode. Other…
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Run an SqL data reader on the current selection
Hello, I'm running a data reader from a procedure with the YEAR (called Année) selection. I would like to scope the data based on the current year (selected when the data reader is run). Below the SqL command. I guess I should write something in the "Where" section. I tried with @Année which did not work. Thank you very…
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Text Cube (Rich Text format) rendering in data view - to include the formatting in the display
Issue Description: There is a text cube where the customer enters comments during the planning cycle and while entering the comments their requirement is to also format those comments like highlight some text in Bold, underline etc. So for now this is achieved by using the RTF type of cube. But then the issue with the RTF…
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Level 300 : Backup Failed
Hi Team, I tried taking a backup as I was facing an issue in module 305, Update Sales Planning. So, thought of trying the workaround mentioned, deleting members, but the backup of the DB failed. Screenshot attached.
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Improve Procedure Sorting - Add Last Modified / Creation Date Columns
To improve the tracking and maintenance of procedures in Board, I suggest adding the following columns to the procedure list view: Creation Date Last Modified Date These columns would allow developers to: Easily sort and filter procedures based on recent changes Track the history and relevance of procedures Simplify code…
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Card Object improvement
The card object is most commonly used as a Master Object, where selecting an entity member within it should dynamically update the rest of the screen. However, current usability limitations make this interaction unclear and unintuitive for users. Unclear Click Target: Users don't know where to click to select an entity…
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Cleaning data in Data Reader with exclusion rules
Hi everyone, I'm currently working with the Data Reader in the Board Platform and I need some help with cleansing rules. I would like to exclude certain rows from being loaded into the entity based on specific conditions. For example, I want to prevent any record where a value starts with "5HR014" from being loaded into…
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Account Set up
Hello Community! My boss/Board expert just left, and I have a simple question for your experts out there! Where can I go to see how an account is calculated in the P&L? Thank you for your help!
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Diagnostic Log Levels Customization
Board's diagnostic logging currently follows a fixed order of detail levels, meaning you can't pick only certain message types without including previous levels. This often fills logs with unnecessary information, making troubleshooting harder. The idea is to allow selecting individual log levels (like Fatal, Error,…
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How to find maximum value of cube or entity in Layout Editor?
Hi guys, I have no idea about how to find maximum value or calculate this formula inside Layout Editor Dataview : "Max of Price In IDR (Current Month) = MAX(Price In IDR) WHERE BOM Period = Current Month" I will appreciate your helps for this case. Thanks.
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Board call API using OAuth 2.0
Hi Community, I want to create a Board "Data Source" connector to Google Drive API using OAuth 2.0 authentication. I have created an id application on Google Dev/Cloud. But I am not sure about the Board Callback URL section. For now, I use url callback: https://my-domain-name/en/Callback.html. When I create a Data Source…
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Adding Blank Rows that Mesh with Block Format
Hello! I'm working to enhance our current P&L report to improve vertical readability. I'm doing this by adding "Blank" members to the entity used in the by row configuration underneath key metric milestones (ex: Total Rev, Total COS, GP, etc.) No problems there; However, the formatting is clashing with block format since…
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Example of the new @ProcedureId Substitution Formula
Hi, In Board 14.3 there is a new substitution formula called @ProcedureID. Can someone give an example of how we can use this new substitution formula? thanks RJ
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Hidden cubes
Hi, Is there anyway I can unhide the cubes for development? I saw some cubes already set up as hidden in DB, not used anywhere, and I want to utilize those cubes. I looked but could not find where I can unhide those cubes. Thank you for your time reading this.
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Session automatically expires after 15 minutes
Hello everyone, after upgrading to Board 14.3.0.0 (we have an on-premise IIS instance), we're encountering an unexpected session expiry after 15 minutes, even without user inactivity. Is this a known issue in the latest version? We faced a similar problem with v14.1, which was resolved by upgrading to v14.2.1. We haven't…