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‘Run as administrator’ feature: What you need to know
Featuring: Community Captain Björn Reuber, Product Support Tech Lead, Board In my 15 years as a Board support tech lead, one of the most misunderstood features I’ve experienced is the ‘Run as administrator’ option for selections. Many people mistakenly believe that it will apply only to the entities mentioned in the step,…
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2025 April Badge of Impact
Happy April! This month's Badge of Impact focuses on Board's incredible Academy and the wealth of knowledge that can be gained from it. Our Academy is your go-to resource where you can find courses to enhance your skill and expertise to get results from Intelligent Planning with Board, and we'd love to get your feedback on…
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Spring forward with a Board Community refresh!
Spring is a season for change, and the Board Community is all about it! We’ve listened to your feedback and given the Community a refresh, making it even easier to navigate, find content, and stay connected. Check out what’s new: Threaded discussions: Deeper conversations, improved engagement The Platform and Academy…
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Missed the presentation of Board Foresight & Board Signals? Or still have questions?
Thank you to everyone who joined our webinar yesterday! We were excited to introduce our latest products, Board Foresight and Board Signals. Your enthusiasm for these innovative tools is truly inspiring. With AI and economic intelligence, these products are set to revolutionize Enterprise Planning. In case you have missed…
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March 2025 Economic Outlook
Our ongoing economic outlook series provides a monthly, data-driven analysis of the US economy, offering objective insights into key trends and developments that shape our economic trajectory. As a thought leadership piece, it reflects the expertise of our team of economists, who closely monitor and interpret economic…
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Exclusive challenge for the greatest Board champions - starting at Board Beyond 2025
Hello, Board Community! We are excited to kick off the Board Beyond 2025 Roadshow, starting in the UK on March 19th! As proud Board Advocates, Board Community Captains, and Certified (Advanced) Board Developers, we know many of you are looking forward to joining us at these events. To celebrate, we’re introducing an…
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Upcoming Board Cloud IP Address Change
Please note: There will be a change that may impact customers who use IP allow lists, starting in June. What’s changing? From June 1, 2025, to September 30, 2025, we will be updating our inbound IP ranges as part of our ongoing infrastructure improvements. If you have whitelisted our IP addresses, you’ll need to update…
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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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🆕 Feature Idea: Bulk Save for Data Entry with Pattern-Based Allocation to Improve Performance
💡 Context: In many real use cases, end users need to input a large volume of data manually or via copy-paste from Excel. Once the data is entered, they use “Save using Pattern-Based Allocation” to distribute the values correctly. However, when the number of data entry cells is high, Board executes the save in a…
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Level 300, Module 305, Product and Driver Mapping Data View Object Dataview Setup
Hi, I'm stuck on module 305, trying to set up the Dataview in 'Driver and Source Mapping' screen. I'm following the steps, but my Dataview is completely different from the screenshot. Could you please help me figure out why? This is how It look like on the module. And this is how I have it on my side If you notice in the…
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Nexel- Allow write in place not working
Hello Friends I am trying to use nexel to select custom time periods based on below link How to use Nexel to select custom time periods — Board Community My only problem it is not saving the cube, as you can see below, the time selector is well calculated in the nexel layout. the time selector cube has 2 dimensions namely…
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Can you Procedurally Export to Excel?
We have a budget cube that is loaded to via the smart import object. After a bit of transformation on our end, we want our users to have the ability to export this data in xlsx format (same format they initially loaded to in the smart import object) for their own purposes. We would like for there to be an interactive…
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Enhancement Request of ALM (Transporter)
ALM (Transporter) shows position information even if we do not change anything of structure of cubes, entity. This makes customer confused. This is impact for customer to increase checking cost which meta data needs to migrate via ALM. Could you improve to filter position information?
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Smoother developing in a Panel (that is in a Tab Object)
Working with Objects on a screen (align, mark, moving, rearrange, etc.) in B14 is pretty nice. Working in a Panel-Object (or combination of Panel in a Tab-Object) and working with several object regarding e.g. marking, moving, aligning, etc. is not as smooth as directly in a screen without a panel. Is it possible to make…
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Sorting Columns On Fix/Enhancement
Hello, It would be great to be able to use the Sorting Columns On functionality while using a Detail By in the layout. Currently, when a Detail By is activated, the whole function is disabled.
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Board Level 204, issue on the test "Vérifiez que le data reader ACT - Units and Sales est fonctionel
Hello Board community, Hope you are good ! While testing my data reader (in the second question of the test), I am not able to charge properly the test ITALY : and if I press the stop on error I have only one : I believe this is linked to sales person but I am not sure. I checked the mapping and everything looks OK but…
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Are exclusions of certain characters possible while entering text data ?
Is it possible to exclude certain characters, spaces, enter etc. when entering text data in board? E.G. Data Entry for a space " " is forbidden.
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Substitution Formula in message
I am trying to use a substitution formula in a message and for some reason I can't get it to show anything. I feel like it should be straightforward but I couldn't find anything in the documentation that states something should be different when compared to a dataflow etc. This procedure is a capsule procedure if that…
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Is there a way to only show one direction of procedure link in Impact Analysis
I have managed to semi automate documentation of Procedure to Prodecure Links utilising an extract of the impact analysis. However I am getting duplicated entries due to the impact analysis showing. A—>B B—>A Which makes sense as if I searched on B I would like to see the connection to A and vice versa but is there a way…
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Flex Grid - Enable 0 (Zero) Visibility
Currently, the flex grid does not support the visibility of zeros (0) or the display of raised - case IDs 00149013. Providing this visibility would be highly beneficial for customers, as they rely on this information for reporting purposes. Ensuring that zeros are displayed accurately would enhance data accuracy and…
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Level 300, module 303 wrong results on funtional test
Hi all, So i finished the module 303 Still seems that there is a descripancy on variance total result, as is been flagged as wrong. Here is a screenshot of my results: What could be the problem? Thanks!
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Gauge marker
Hi team, the marker in the screenshot below is in the wrong position, i.e. 39.6% remaining spend should be in the grey section rather than green. Would be grateful for any help to fix this, thanks.
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Your 2025 Gartner® Magic Quadrant™ for FCCS - See how Gartner evaluates Board
We have big news to share! Board has been recognized as a Challenger in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions (FCCS). We believe this recognition underscores our commitment to delivering exceptional experiences for end-to-end, enterprise planning that includes financial…
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Level 200 - Training environment expired
Hi, Due to unforeseen circumstances 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 request you to reset the training…
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Level 300, Module 304 Question 3 Update P&L
Dear Team, I am currently working on Level 300. During the functional testing of the solution for Module 304, Question 3 Update P&L, I received an incorrect answer notification. However, I believe my response is accurate, as the result displayed on my screen matches the example screenshot provided. Am I doing something…
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Screen selections - Have 2 levels of selections (by default, for navigation)
Many screens have technical selections set by default (e.g: time, version, flags…) that should not be modified ever. Since the B14 and the change of behavior of Design Mode, we often have screens regressions leading to bugs, due to human errors. As it is now possible to save the screens selections, we can lose technical…
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Drill down to multiple screens
Hi all, I hope this message finds you well. I'm reaching out for assistance with a specific report feature I'm trying to implement. I’m aiming to create a dynamic drill-down functionality within my report. Essentially, I want to be able to select a cell from a specific column in my report, which should then navigate to a…
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How to use validation rule to avoid special characters in text cubes
1. Abstract Text cubes in Board applications serve as flexible data entry points, allowing users to input free text such as comments, narratives, or descriptions. While these cubes offer a simple interface for capturing data, they also come with a set of challenges due to the variety of text input formats that users may…
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Managing in-memory (MDB) versions of RDB cubes
Hi all, We are starting to experiment with RDB cubes, based on the ODBC connector to Snowflake. One use of these cubes would be to store specific detailed versions of some large cubes (currently cubes more than 30 or 40Gb, soon to reach 50Gb). However, since RDB cubes cannot have versions, there is no simple way to design…
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level 300. module 303 - Build the planning expansion: forecast. "Update P&L" label is missing
HI all, I need some helo here, I am following this portion of 303 training Build the planning expansion: forecast. The thing is that in my instance that "Update P&L" is missing, I checked previous steps to rule out that maybe I could skipped it but there are no previous instructions about creating that label. I can create…
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Level 300 part 1 module 306 functional question 2
Hi Team, I am off by 8 but I don´t know where. Can you help? Also my training environment expires on Saturday, can you extend? thanks
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color different tab headers with different colors
Good day, Is there any possibility to color different cards inside a dataview with different colors, currently it is only possible to use a single color for all headers. This is a critical issue for us because having different folders in the various tables it is not immediately possible to visually distinguish between…
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Setting up Broadcasting feature with a custom-built directory cube followed by a procedure
I'm trying to create a cube with email address, subject, and body filtered by a selection the report offers. Followed by a procedure.
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Difference between using a Rule in a Data Block vs. in the Layout below a Data Block
I would like to understand the difference between applying a Rule directly in a Data Block and using the same Rule in the Layout below a Data Block, as shown in the images. ("Conto Economico" is a generic Rule that is not related to the "Fatturato Lordo" cube, but it is used to illustrate the different ways a Rule can be…
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Enable "Flatten groups level" option for End Users in Data Views
Make the "Flatten groups level" option available to end users via a dropdown menu to select the starting entity for flattening.
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GCR Set up Structure
Relating to GCR Group Structure Set up, I have a case that have 3 consolidation node, the structure is set up as in the attached. It does not seem right since when I drilled down to the GROUP node, I should be able to see all the reporting unit from 1-20 Similarly, when I drilled down from ICO node, I should be able to see…
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Smart Import should accept the uploading of zero
Currently, in Excel if I enter a zero "0" as a value, when I upload using Smart Import, it says it is successful but no value appears in the app. It is as though Board (Smart Import) doesn't know the difference between a null and zero! This is a very big pain for us where users often need to upload zero as a valid…
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Extend instance - Level 300 Part 2
Hi team, could you please extend my instance since I had problems with 2 users to access and I still didn't get any solution back? The post I raised is 308 - Security - Unable to access the training platform with the 2 users provided — Board Community And also had a case created in the portal - Case 00144635. It's been…