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Strengthening Long-Term Success with Board
Featuring: Kristine Young is a Customer Success Manager and Community Captain at Board. Helping customers achieve long-term success is the foundation of the Customer Success role here at Board. For Kristine Young, that means building strong partnerships, establishing clear ownership and governance, and aligning with…
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15 March 2026 Bug Fixes
A new Board 15 update is here! The following are the most recent bug fixes for version V 15.0.0.0.506542. Read the full Board 15 Release Notes in the manual for more information. Find the download links on the 15 downloads page. Cubes. When setting the record update method to DeleteInsert in the Write Back menu of an RDB…
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April Outlook: Growth Concentrates, Value Spreads
April’s Economic Outlook highlights a shift in consumer dynamics that is reshaping growth patterns across North America. While overall demand remains resilient, it is increasingly concentrated among higher-income households. At the same time, value-oriented behavior is expanding across all segments, including those still…
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April CommunityCast and Monthly Mission
🌦️Welcome back to April's Monthly Mission. Community had a busy March loaded with valuable content highlighted by the release of Board 15, as well as one valuable user experience change we think you'll love. Here are your one-minute, Community updates this month: https://player.vimeo.com/1179627461 A big 'thank you' to…
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Monthly Customer News Update - March
The Holistic Edition Unified Planning in Action Whether you're shaping strategy, strengthening finance, or aligning operations— unified planning only works when vision and execution connect. This month, see how innovation (Board 15!), customer transformation, and enablement come together. Appreciate your continued…
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Planning is changing faster than you think. Here’s why your peers are attending Board Beyond.
Last week, I had the pleasure attending Board Beyond in London. And a few themes are still sticking with me. https://player.vimeo.com/1175147654 Not because they were new buzzwords.But because they showed how quickly planning is actually changing inside customer organizations. Across conversations with customers, partners,…
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Board 15: Where Continuous Planning Becomes Agentic
Planning has entered a new era, and it’s not only because of AI. Volatility is no longer episodic. It’s constant. Forecast credibility has become a career risk. Boards and investors do not want more data; they want more confident answers. And yet, despite decades of enterprise planning innovation, 90% of organizations…
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128-Bit Sparsity in Board: When it Matters
Featuring: Community Captain Leone Scaburri, Solution Architect—internal Center of Excellence for Professional Services, Board If you have ever reviewed a Board cube and felt uneasy after seeing 128-bit sparsity, you are not alone. For many architects and modelers, 64-bit sparsity is perceived as the “safe zone,” while…
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🎓Board Academy Instructor-Led Trainings (ILTs) – Helping you upskill
Hi everyone, If you're looking to build stronger skills with Board, the Board Academy Instructor-Led Trainings (ILTs) are a great place to start. These live sessions are delivered by experienced instructors and are available across multiple regions and languages, making it easier for people around the world to learn, ask…
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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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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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Validation on Checkboxes
Hello I have a scenario whereby i can check only one box at a time I tried creating a validation rule whereby i check the rt(of specific cube) , valid when < = 1. Unfortunately it does not work, i can check more than one checkbox at a time. Tried to lock cells "cells locked by Block" using rt(e) is not 0 i get following…
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Data entry input validation rules
1. Abstract Data entry is an essential component of any planning application within Board. With a dependency on end users, applications should aim to minimize human errors. When data entry is enabled in Board, it allows our end users to input information and write it back into the Board Data Model, contributing to…
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Is there a way to change the default path for files exported from Board?
Each file (pdf, excel) exported from Board go into a user's downloads folder. I would like to configure the export path to a different folder which I can then build trust center policies around. This would support our ops team that has to download dozens of reports during ME close and has to enable editing on all exported…
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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…
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Difficulty logging in to Board
Hello, We recently merged with another company, and employees from that company use a different email domain. We’re trying to grant Board access to one user from the new company. From the admin side, Board shows that she has successfully logged in. However, on her end, she’s unable to access the platform. We’re not sure…
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Board 15 is here!
We are proud to announce the newest version of Board, introducing AI capabilities, the new Board for Microsoft 365 Add-in, Operational Forecasting, new Presentation authoring management configurations, and a wide range of enhancements for Flex Grid. Read all about the Board 15 release in the dedicated release notes section…
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Board SQL Connector (Inbound ODBC Driver)
I am trying to export data from board that I can them import into Power BI using ODBC. I am unable to use the power bi addin due to the fact we are using a http site and do not have the Board Subscription Hub. This is for Board 12.5.Any help would be greatly appreciated. Thanks
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Level 302 STEP 12 Configure in Data view settings not visible.
Hi , In Level 302,Step 12 of build I am unable to see configure (Pencil Icon) on workspace shown in screenshot.Please help on this.
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Level 300, Module 306 : Facing issues in 306 functional test Q2
Hi Team, I am facing issue in 306 Functional testing Q2 after data entry for - Office salaries, Office Technology Software & Hardware and Global marketing Campaign in the Expense planning page. After following all the instructions and removing the flag from 6400 wages the following are my results: Office Technology…
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Introduction to Board: Analysis and Reporting OnDemand
In Module 1 Quick Layout option is not available
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Level 300 Module 306 Functional Test 2
Hi, I’m currently facing an issue with Level 300 – Module 306 Functional Test 2. I have completed and verified all the requirements; however, the system is still not accepting my results. Could someone please assist me in identifying what might be going wrong? Thank you for your support.
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Exporting Charts into PDF/Screenshot does not work
Hello, Whenever we export Charts B, C, and D (see image), it's always exporting a snapshot of Chart A (top left chart). All of these charts are in a Panel and I think it's picking only the top leftmost chart when exporting. Exporting it to Excel works though. Can anyone please help on how to make this work? Or is this…
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Not able to logging in Localhost
can anyone help me to fix this issue ? earlier it was working fine from last 2 days i am facing this issue . Please provide solution Thank You!!!
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Level 200 chapt. 212 Unified Planning and Reporting: Data and Rules Consolidation. Duplicated incom
Hi everyone, in level 212 I’m experiencing an issue: I see duplicated income values. I can’t figure out the cause — can someone help me? Thanks
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SQL Data source connection issue On-Prem
Hi All, I'm trying create a new sql data source in board. so for that we have created a odbc and established the connection but when we try to browse the data from data reader it showing below error. can anyone help me to fix this issue. "ExecuteReader requires an open and available Connection. The current state is closed."
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Level 300, Module 303: Functional Test Question 2
Hello Everyonce can anybody help as I am unable to find answer of this as whenever I am trying to run Apply 5 % increase action ,I am not able to see any message on screen.what will be the root cause.? And what is the correct answer.?
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Selection automatically resets to another value in Layout despite removal of all selection
Hello, I am experiencing an issue with the selection of the entity “SOCIETE” in a BOARD screen (KPI capsule).When I select a company in the screen (e.g., Dell) and then switch to Design Mode → Layout, the selection is immediately replaced by another company (Lux). This happens consistently whenever: I open the screen, I…
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Are there community posts where people do like a show-and-tell? Of dashboards, reports etc.
I'm currently trying to build aesthetically pleasing dashboards, that would for instance answer "Where am I against budget" in 30 seconds for a business partner. I'm having a hard time creating something that looks "pretty" which is subjective I know, but are there any "show and tell" forums where people have shown what…
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Q1 - Functional test - Level 300, Module 306
Hi, Can someone help me with this answer? Please Thank you so much
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High Concurrency Planning
1. Abstract More and more companies need to perform planning under highly concurrent conditions, rather than a few planners inputting large amounts of data for the whole company, responsibility is instead shared across the business for one or more key users in each area to do their own planning, with the input then rolled…
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Level 300 : Module 303 Functional Test Mismatch in numbers
Hello Board Team, I am getting different numbers for Functional Test Question 4 I think even after selecting all the countries the data doesn't change since the default selector for country has UK selected the data is shown for UK and after resetting the selector for country the data doesn't change first image has UK as…
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Bulk Insert Error
Hi Community, Does anyone have any clue about this error message which pops up when I'm running a Bulk Insert step on a procedure? Bulk insert to SQL Table Comments: Exception has been thrown by the target of an invocation. [CorrelationID: 5623b57f-c8f8-44a1-a6c2-bbaeb0bc0899] Does it depend on some functional feature of…
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Board Developer Certification Exam(Dev-Academy-Fianal)
Hello, I'm a beginner on Board and I followed this training path: I then took the certification exam, but unfortunately, it wasn't enough because I needed 80% correct answers and only got 60%. I need your help and advice. For those who have passed, do you have any multiple-choice questions or a practice website to help me…
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Training Environment Instance Help
Hello! My training environment instance has expired. I need a new one to take the new Introduction to A&R OnDemand learning. Thanks for your help!
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Recordings & Replays at Your Fingertips
We're always looking for ways to make finding content easier, especially highly-requested recorded demonstrations, event replays, and product release information. Now you can find a consolidated view in Resources > Recordings & Replays. https://player.vimeo.com/1177438766 ❓️Are we missing anything? Let us know, and we'll…
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How can I download multiple zip files in one go?
We have a screen where the user can upload many zip files. They are stored in Board. We want to build a report where all or a selection of zip files can be easily downloaded in one go. Any ideas on how to do this? Is it possible to use FlexGrid to provide access to these uploaded zip files? Is there any way to provide the…
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Feed Feature
We are trying to configure and implement the 'Feed' feature in Board 14. Is there a way that more than 1 person can amend the same piece of 'feed' content? So far separate people have been able to create content, but we cant work out how to amend the content of other admin users e.g. if they were on annual leave for a week
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UserCreated.log file got replaced with and error file in on-prem version
Hi All, we are working on a requirement where we need UserCreated.log and UserRemoved.log files while loading these two files into two different cubes via two different data readers. we found an error [new item found] error by the data reader which is using for UserCreated.log files Due to this error, now our previous…
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🚀 Upcoming Solutions Enablement Courses in Board Academy!
Following our recent announcement, we’re excited to share an update on three new courses currently in UAT and set to go live in early April: 🔹 Solution Process Overview and Engagement Approach Gain a clear understanding of Board’s standardized delivery methodology across the full engagement lifecycle—from early positioning…
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level 300; Module 309: Not able to submit the functional test answer
If I try choosing these two options and submit ,it is not yet all responding but if i choose other options it is responding with incorrect, Please help me with this issue