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Coming Soon: The Board Cloud Status Page
Board is excited to announce that the Board Cloud Status Page is coming soon! This new platform will provide customers and partners with real-time visibility into the health of Board Cloud services — including ongoing incidents, planned maintenance, and service availability across regions and environments. What You Can…
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Now Available: Board Advanced Developer Certification for Customers
We are pleased to announce that the Board Advanced Developer Certification Exam is now available for customers. This advanced-level certification is designed for experienced builders who want to validate and showcase their expertise in designing, modeling, and deploying complex solutions in Board. About the Exam 40…
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5 Tips for a Successful Board Setup
Author: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain. The setup process for Board can be daunting. Board and your Partners are relied upon extensively during the setup process; however, they only understand your expectations based on your communication with them. After experiencing the…
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Monthly Customer News Update - October
As markets grow more unpredictable, planning with speed and flexibility has never been more critical. This month’s newsletter brings youfresh research, customer stories, best practices, and upcoming events to navigate troubled waters and be the captain on Board. Warm regards, Sandra Head of Customer Marketing ECONOMY &…
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US Economic Outlook: October 2025
As the holiday season approaches, Board’s October Economic Outlook finds a rare balance: supply chains are running smoothly, inventories are well managed, but consumer sentiment is softening. Principal Economist Natalie Gallagher outlines why 2025’s holiday demand will hinge on conversion rather than availability. While…
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Optimize Your Community Experience
Getting the most out of your Board Community experience means knowing when new discussions are posted, new questions are answered, and added information is ready for viewing. Category Following and Custom Notification Preferences will help you get started! Stay Informed, Effortlessly When you follow categories, you choose…
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Introducing Scout: A Helpful Guide to Fast Answers
We’re excited to welcome Scout to the Board Community! Think of Scout as your helpful guide, always on the lookout to fetch the best answers to your questions. Powered by our Community AI assistant, Scout delivers suggested answers to forum posts within minutes, helping you find solutions faster and keeping 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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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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Level 300, Module 305 - Functional Q1, GBP not visible
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Memorize Tab Position in Presentations
Dear Product Support, Context: As an Operational User I often design presentations where the screens contains Tab Objects. When I register a screen for my presentation while being positioned on the 2nd or 3rd tab (but not the 1st one) and then share this presentation with my Top Management the following issue occurs: As a…
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Level 300: module 309: Technical error not able to submit the functional test options
I have selected the options but not able to submit the functional test answer. Please help me with this matter. I tried several times. submit the functional test answer. Please help me with this matter
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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
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B14 Level 200, Training Instances
I'm continuing my Board Lesson Journey on B14 Level 200 part 1. But, when the training instance set up done, there are no data models. It just show only 1 screen on the capsule. Know I stuck on Module 202, since I need to learn about B14, any suggestion to get this done?
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Scheduler failing.
Community - Need your help in understanding the meaning & reason of the error message highlighted in yellow in attached image.. As a matter of fact, the same is working as expected in lower environments.. but issue in higher one.. can anyone help in decoding the reasoning and solution?
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Dynamic Header - Board 14.4
We were very happy that Board 14.4 finally introduced the dynamic heading feature... But why is this feature only available for DataViews? It also dosen't work on DataViews aligned horizontaly?? i expected here to see the current selected year: even if set to alignment horizontal its not showing the year…
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Building in Board Foresight: Training 1 of 3 - Can't locate the preloaded datasets
Hi Academy, I have started Building in Board Foresight: Training 1 of 3 training and wanted to proceed with practical exercises. I was able to access the training environment, however, I'm stuck with the next steps: Open Board Partner Training Project Select one of two preloaded datasets; one is a grocery retailer and the…
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Unable to load data in module 212 of B12 Level 200 P&L screen after clicking update P&L
Hi, I am not able to see the data coming up in module 212 of B12 level 200 om P&L screen after clicking update P&L, and the cube-UTIL - DE - Product - P&L Mapping dataflow is showing 0.
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Azure Storage Security
Hello everyone, I’d like to address a sensitive topic related to platform security. By default, the board servers are connected to Azure Shared Storage as part of the cloud configuration. In this setup, anyone with the SAS (Shared Access Signature) key can access the Azure Shared Storage. I'm referring specifically to the…
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Rename exported excel file from Dataview or Flex Grid
Hi All, I want to ask that can we rename exported excel file name from Dataview or Flex Grid? Example : Default : DataView.csv Expected : Report.csv Thanks
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Yellow Borders removal
Hello, Kindly if i can get help as I want to remove this yellow border in the below screenshot. I have tried to check in design mode > colors but it is not working. Kindly if you can advise. Thanks, Kajal
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Translations in Localization
Hello All Doing translations in Board could be less tedious if : *we could work by datamodel (at least have selectable information in columns) *we could copy and paste translations from one environment to another *Board would suggest existing translations straight away (in some cases, you'd have to do this several times)…
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Level 200: Module 206: Timestamp "BUD - Initialize Budget" is always = 0
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Screen size: how to avoid an systematic vertical scrollbar AND screenwide screens?
Hello, My screen resolution is currently 1920x1200. I create a new capsule (version 14.4) and leave everything to default value: screen aspect ratio = 16:9 (so not exactly the same ratio as 1920x1200: 1,77 agains 1,6) After having created the capsule, the screen is empty BUT a vertical scrollbar is already visible, see…
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Level 300: Module 303: In the planning initialization under data entry version its showing Budget
I am facing two error Under planning initialization in the data entry after initialization i am getting data entry :Budget it should show Data entry : FCS 3+9 2. In the next screen profit and Loss planning statement I am getting the results from jan21 to apr 24, the results should pop up from Jan 23 to dec 23 with total.
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Simplify Selection of Descendants in Unbalanced Hierarchies
Currently, when working with unbalanced hierarchies in procedures, there is no simple way to select descendants of a parent element in a dynamic way. This limitation creates a lot of extra work during integration and makes maintenance difficult, as developers have to rely on complex and fragile workarounds. A simple and…
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Split and Splat Functionality after Smart Import upload
Hi team, can we enable a feature on smart import, where if I upload the data at the agregated level then Board automatically splits in the existing ratio. If the ratio is not present, then it splits equally on all the tuples. Example:- Suppose my cube has existing values as below where the total is 1600 at the base…
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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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Flag total to flag also the memebers even without data
I think it would be nice to have an option in the data entry menu to allow users to fill in all the children of a parent in the layout, even if they are empty. This is useful when you have the parent and children entities by row. This is especially relevant when using the checkbox appearance of the column.
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Date-entry enabled Label
As per title, please allow the possibility to enter data on a label. At the moment, when we lack a user-friendly way to insert data on a specific combination. It could also be used to manage relationships and text cubes based on suggestions.
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Dynawrite object for users to enter rich text needs improvement
We are using B14.3 and still this Dynawrite object has a number of bugs and needs to be improved in many areas: The toolbar cannot be docked. I first complained about this four years ago, still no improvement.…
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Rich text box, could the toolbar be docked please
Currently when using the rich text box there is a floating toolbar. The toolbar is nice, there's bold, underline, etc... but because it floats over the top of the text box, it can obscure the text while the user is typing. It is annoying to have to move it. To improve the user experience please dock the floating toolbar in…
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Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution
Level 300, Module 305: Functional Test - Question 1 - numbers don't match solution Numbers are negative what they should be - e.g. Classic for CY is -132956 and should be 132956, Double Halo for CY is -407938 and should be 407938 etc
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Missing Feb 29, 2024 Data in Prior Year Comparison
Hi all, We have identified a recurring issue in our Board environment where the 29th February 2024 sales data is not included when the user selects Prior Year (PY) for 2025. As a result, the reported sales for February 2024 are understated compared to the actuals shown when directly selecting 2024. I am aware that Board…
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Users Management
Hello everyone, I have a question regarding a task I've been assigned related to user visibility. Specifically, we've configured the security settings so that users only have visibility according to the business unit (BU) they belong to and the role assigned to them. However, users can also have platform roles that define…
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Level 200: Module 216: I am not able to scroll down and view the net income, total expenses
I have got all the functional test right but at the end I am not able to view the Net income, Total Expenses and other details. Is there any wrong in my P and L rules, I have attached my P and L rule also
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Cloud Portal: Time settings
Hi, We have a discrepancy between the time at which we set the procedures to be run and the time which is displayed in the Last Run column. In the screenshot below the first task is set to run at 23:30 (see the first screenshot) but in the Last Run appears to be ran at 21:30 (see the second screenshot highlighed in…
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Message box formatting
Hi, We want to show a a yes/no Message in a procedure to drive the user through the logic of the procedure. And we would like that the text of the message appears in two lines. Is it possible? Exemple: If you want to do a Full Back up click Yes If you want to do a Partial Back up click No
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Procedure Selection step bug B14 Level 200: 212 Module
Hello Team, I am following the B14:212 module and I am working on the BUD - Consolidate Budget into P&L Data Model Procedure section after following every step, I am stuck at the Sales Procedure group step 2. The UI that is supposed to allow me to select an Entity which is not working. I also checked the…