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Customer Self-Sufficiency with Robin Salk
Featuring: Robin Salk is a Customer Success Manager and Community Captain at Board. Self-sufficiency helps customers move faster and make more informed decisions. When you can build reports, update models, and analyze data independently, you can respond to changing business conditions and priorities without waiting for…
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New Process for Accessing Board Software Installers
📢 Announcement: We are updating the way customers with on-premise deployments access Board software installers. Installers for Board versions B12 and B14 will continue to be available through the Community. ➡️ To access the latest B15 versions and patches, please open a ticket with Board Support and specify the version and…
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Board's Latest Release Advances Continuous Planning
By: David Marmer, Chief Product Officer, Board Board's Latest Release Advances Continuous Planning with More Capable AI, Connected Planning Experiences, and Enterprise-Ready Governance Earlier this year, we introduced Board Agents, a new generation of domain-specific, persona-based AI designed to help finance and…
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August CommunityCast and Monthly Mission
🏖️Happy August to all our new and returning members! July was a great content month for Community, along with a few user experience additions that we'd like to highlight, so make sure to check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to July's participants, @Holly…
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🚀 Now Available: Board 15.1 Overview—What’s New for Customers
Discover what’s new in Board 15.1! Our latest course is now available on Board Academy. This training provides an overview of the key features and enhancements introduced with Board 15.1, helping you understand what’s new and get ready for the latest release. 📚 Start the course here: Board 15.1 Overview: What's New for…
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New Feature: Follow Members and Stay Connected to Conversations That Matter
Community is strongest when members can easily find each other, learn from one another, and keep up with the people who inspire them. That is why we are excited to introduce member following, a new way to stay connected with the people whose contributions, questions, and ideas matter most to you. What is member following?…
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Monthly Customer News Update - Summer
The Summer Edition Leave a few things behind this summer. Before planning season picks up again, take the opportunity to shed what slows you down: manual work, unnecessary complexity, outdated assumptions, and unanswered questions. This edition explores how Board customers are using AI, simplifying planning, and preparing…
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Six Months In: What We're Learning from the Board Idea Exchange
Six months after launching the new Board Idea Exchange, the Community continues to actively share ideas, vote, and engage in discussions. With more than 100 new ideas submitted, growing collaboration through comments, and ideas progressing through every stage of the review process, we're receiving stronger signals about…
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🤖 Meet the New AI Course Tutors on Board Academy!
📚Learning on Board Academy just got smarter. We're excited to introduce AI Course Tutors—a new capability that brings AI-powered assistance directly into your learning experience. Starting with our core Academy courses, you'll now see the Ask AI Tutor feature, allowing you to ask questions and receive instant,…
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🎓New Academy Course: Introduction to Data Modeling OnDemand
A new way to learn Data Modeling is here! We're excited to launch Introduction to Data Modeling OnDemand, our new dynamic, video-based learning experience that replaces the existing L200 Instructor-Led Training. As part of this transition, L200 will be sunset on August 15, 2026. From that date onwards, learners should…
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📢 Join us! Shape the Future of Board
Are you a Planner or Solution Maker using Board for FP&A, Financial Consolidation & Close (FCCR), Supply Chain Planning, or Merchandise Planning? The UX Research team is looking for customers to participate in a 60-minute remote research session to better understand how you create and utilize planning and reporting…
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US Economic Outlook: July 2026
U.S. manufacturing has outperformed expectations during the first half of 2026, but the recovery is not happening evenly across the industry. In the July Manufacturing Outlook, Board Senior Economist Matt Hillman examines the growing divide between core manufacturing and consumer-linked manufacturing, explaining why…
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Board Support Resources: Sign in to learn more
The Support category here in Community is a great place to get started when you like self-serve options for fast answers. Learn more here: ➡️Your feedback informs our roadmap. Tell us about your Community experience! ❓️What else would you like to see? Drop us a comment. ✅Check out more from this series to maximize your…
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The Board Community Experience Survey 4.0 is here!
We want your feedback! In an effort to keep the Board Community growing and thriving, we're reaching out to you, our valued members, for your thoughts and recommendations for taking our Community to the next level by taking part in version 4.0 of the Community Experience Survey. This brief and anonymous 10 question survey…
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9,000 Members and Growing: Celebrating the Power of Board Community
We’ve reached a meaningful new milestone in Board Community: 9,000 members! Whether you joined recently or have been part of the Board Community through every phase of our growth, we’re genuinely so glad you’re here. This milestone reflects the collective knowledge, curiosity, collaboration, and engagement of Board…
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Where and how to ask a question? 🤔
Have a question? Let´s see our options - Forums and Support Portal: Forum = inviting everyone to participate in the solution Support ticket = creating a formal request of help for a specific issue Speaking of Forums, it’s important to know the distinction between the two main of them in the Community: Platform Forum 📊 This…
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Cube Maintenance Strategy
1. Abstract Over time, Board applications accumulate large volumes of historical data and obsolete sparse combinations, which can negatively impact cube size, performance, and maintainability. While standard clearing operations are commonly used to enforce data retention policies, they do not physically remove data…
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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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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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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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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. 1. Abstract Rules applied to an Entity are widely used in Board to support aggregation logic within reporting structures. A common example is a P&L Reporting Line…
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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. 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. Abstract While conducting reporting, the…
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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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How to display calculated TOTAL row value in a Label
Hello, when I copy the following data view into a label, the label shows -100 instead of the aggregated TOTAL result (-13.64%). Current Month and Previous Month values are generated using month selection flags, so I need the aggregation on month level. How can I display the TOTAL value (-13.64%) inside a label?
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Level 200 - Training environment expired
Hi, Unfortunately the level 200 training I started expired and I was not able to complete it due to time constraints. I would like to restart it to complete the level 200 training but I just get the expired message. Is it possible to extend the instance? If not, I would like you to reset the training environment. The email…
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Restricting the disabling of sorting on column in flexgrid
Hi Team, I have a flex grid object, there i am using a multiple sorting on it, If i click once, it changes to ascending order ↑ If i click again, it changes to descending order ↓ If i click it again, it removes the sorting order. it exceeding the no. of clicks so, here customer don't want to remove the sorting on the…
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Board 15.1 is here! 🚀
We're excited to announce the release of Board 15.1, bringing major enhancements to Board Agents, Operational Forecasting, the Board for Microsoft 365 Excel Add-in, and the Platform, with a strong focus on enterprise AI, planning productivity, and user experience. What's new in Board 15.1 Smarter and more powerful Board…
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Lock column totals
Hello , I have a dataview in data entry mode. However, i would like to lock the column totals Anybody has a solution for me. Thanks
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How to subtract two totals from different layouts?
Hi all, I am currently working on a report/dashboard and need help with a calculation.I want to subtract a total value found in one layout from a total value in a completely different layout. Could you please guide me on how to achieve this? Kind regards, Adam
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Access for the training Instance
Hi, I completed the Board Academy L100, L200, and L300 trainings approximately six months ago. As I am planning to take the BoardDeveloper Certification Exam, I would like to refresh my knowledge and get some additional hands-on practice.…
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July CommunityCast and Monthly Mission
🌞Happy July to all our new and returning members! June was paced with a variety of great content added to Community, as well as a couple user experience changes we think you'll value - check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to June's participants, @Nico…
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30 June 2026 15.0.0.3.568055
We are pleased to announce that a Board 15.0 (V 15.0.0.3.568055) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Procedures Broadcasting Charts Drills Rules Unbalanced Hierarchies Read more details about the most recent bug fixes. Changes…
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26 May 2026 15.0.0.2. 545137
We are pleased to announce that a Board 15.0 (V 15.0.0.2. 545137) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Board AI Agents Substitution formulas Cubes Procedures Dynawrite Read more details about the most recent bug fixes. Substitution…
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27 April 2026 15.0.0.1.522641
We are pleased to announce that a Board 15.0 (V 15.0.0.1.522641) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Data View Flex Grid Localization Procedures Selector Read more details about the most recent bug fixes.
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Advice needed on how to manage 2 reporting periods in a Board application
Hi everyone, We have the following situation. Our client has multiple companies, 2 companies have the reporting period from February until January, and the 3rd company has a regular reporting period, from January until December. Currently, we set up 2 Timelines (entity called Cluster Timeline) and it appears in the master…
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e-mail subscription error
Good morning Since a while the e-mail subscription tool is not working anymore for anyone on my company Board Platform. The page couldn't be open and the subscriptions are not working anymore. Trying to access it gives back the unhandled error that follows: at…
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Hide Total Column or Grand Total Column in Data Views
Hi, I’d like to hide the “Grand Total” column on a screen. The sum across multiple years doesn’t make sense. Unfortunately, I haven’t found anything so far that helps me with this. Some of my colleagues have also encountered this use case in other projects and were unable to resolve it. Can you help us? More details are…
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How can I correctly display a revenue ratio?
How can I correctly display a revenue ratio (costs as a percentage of of revenue) in Board?No matter what I've tried so far, as soon as I have row and column totals, the ratios for the totals are not displayed correctly. I used a cube without an account entity, into which I only wrote the revenue. I used the original cube…
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Waterfall Chart with text cube in X - Axis
Hi Everyone, I need guidance on creating a dynamic day-level waterfall chart in Board. I have a cube storing daily cash data by Day and Business Unit, along with two additional cubes storing major movement amounts and commentary at the same level. The requirement is to dynamically display the movement commentary along with…
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Data reader - new master data members got an arrow as a prefix
Hi everyone, I built a data reader that pulls master data from SAP and when I ran it last time new records got this prefix, either 1 or 2 arrows. Can anyone advice on how to fix this? Should I clear the entire entity and try again or do something else?
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Which business challenge would you most like to see Board Agents help your organization to address?
Board Agents can support a range of planning and analysis workflows. We would like to understand which business challenge is most relevant to your organization so that we can share more useful examples and resources.
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Quick Configuration Wizard
How or where I can download/access the Quick Wizard File for FCR 2.0? Also is the quick configuration wizard restricted to depicif FCR versions? As a new user with a fresh FCR Environment I want to load meta data via wizard but I can't find it in the azure or from export from wizard file, I checked in batch loading folder…
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How to Implement Dynamic Image Management
1. Abstract Board Image Cubes provide an intuitive and user-friendly way to upload and preview images within an application. However, storing image binaries permanently inside the Board data model is not recommended for medium and large implementations because it increases application size, impacts backup and deployment…
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Calculating the Row Total
Hi all, Is it possible to get the row total of an algorithm data block? When I use the rt() formula for data block d (see table below), it seems it's getting the total first of the factors before multiplying them instead of just summing up the result per month. Layout Row: Client Column: Month Data Block Data a Value b FX…
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Can I have an alert on both the block and the figures?
Wanting to have the block change to a light red while the figures go dark red when the numbers go negative.
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Charts - Labels
Hi, I have a waterfall chart. How can I make my negative variances formatted in parentheses? For example, -5 would be (5). Thanks, Chris
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Advanced Smart Import
1. ABSTRACT The Smart Import object facilitates the upload of data (master data, transactional data) to Board. Before, Dataviews with line number entities or CSV blob cubes with export/import procedures were required to upload the data. In addition, a complex check logic (if implemented at all) was required to detect wrong…
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License health check: 5 questions to ask every quarter
As your use of Board grows, it’s normal for your user list to grow and change too. New people join. Roles change. Teams reorganize. Some users need more access, while others may no longer need the same level of access. That’s why it’s useful to do a simple license and access health check every quarter. This does not need…
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Level 200 – Could you please extend the expiration date of the Level 200 training environment once a
Hello, Unfortunately due to time constraints, I have not been able to complete the Level 200 training within the allotted period. I apologize for the inconvenience, but would it be possible to extend the training instance one more time? If an additional extension is not possible, please reset the training environment after…
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Dynamic Map Legend Based on KPI Range
Hi everyone, We're looking for a way to generate map legend ranges dynamically based on the actual KPI values displayed on a Board map. The KPI is a calculated metric used in the map. The goal is to determine the minimum and maximum KPI values across all displayed territories and automatically create 5 equal classes for…
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Cube Extract Error
Hi Anyone an idea what that means or where i could look up error codes? The procedure failed while executing: 2. Extract cube Comments: Object reference not set to an instance of an object. [CorrelationID: 9b8f6632-92c7-4c03-bfb0-73f4b7d1663e]
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How to display the unbalanced hierarchy in the collapsed view in the dataview?
Hello Board Team, A client has an Account entity set up as Unbalanced Hierarchy. They have a simple dataview with 1 block using a cube with actuals, and they want to display Account entity in rows in a collapsed view: e.g. to show "+ 1P SVOD line" by default, and when end-users click on it, 3 revenue sales lines show up,…
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Do datapickers work with fiscal offsets?
I have a datapicker that references a cube that stores diluted shares by fiscal Year. When I try to do a trended P&L, where I duplicate the P&L cube and apply time functions for previous years, everything works except for the datapicker row, even though the cube it's pulling from is dimensioned by the appropriate fiscal…