Board Community
Discussion List
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Take the Challenge: Share a Dashboard That Inspires
Help build smarter reports, dashboards, and KPI views in Board Have you ever wished you could peek at how other Board users design reports, dashboards, KPIs, charts, or click-through experiences? You are not alone. Many members have shared that seeing real examples helps spark new ideas, especially when trying to make…
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UX Research with Samanta Fink
Featuring: Samanta Fink is a Senior UX Researcher and Community Captain at Board. Meet Samanta Fink and learn about how the UX Research Team's work provides customers with a unique and impactful opportunity to be part of the present and the future of Board. Customers interested in participating can: Join a research session…
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Field Notes: Practical Tips From Professional Services
Featuring: Eric Laurin is a Principal Solution Architect and Community Captain In Professional Services, new challenges often uncover practical lessons that can benefit the broader Board Community. The Board Platform offers many powerful capabilities, but some helpful options may not be immediately obvious. In this edition…
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Field Notes: Why Data Readiness Matters More Than Ever
Featuring: Rob Mole is a Board Senior Consultant - Retail and Community Captain Having been involved in many software implementations and Board deliveries there is one lesson that is becoming increasingly important with the ongoing interest and growing focus on AI as an asset to a business. The foundation of a successful…
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📢Board Academy Mid-Year Update: See What We've Accomplished Together
The first half of 2026 has been an exciting period of innovation, growth, and transformation for Board Academy. From launching AI-powered learning experiences and introducing the new BoardConnect mobile app to Board employees (coming to Customers and Partners SOON!), to expanding our multilingual course catalog and…
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Announcement: Update IP Allow List by 1 November 2026
Dear Board Community, We would like to inform you about an upcoming Board Cloud infrastructure update that may require action from customers who use IP allow lists to manage access to Board Cloud services. As part of our ongoing infrastructure improvements, Board will add additional inbound IP addresses from 1 November…
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Introducing Board Screen Design (BSD): A New Standard for UX/UI Excellence Across Board
Board Screen Design Brings a Shared, Living Set of UX/UI Guidelines to Every Board Maker This initiative is led by the Application Design Team (ADT), a dedicated unit within Board's Professional Services Center of Excellence. The ADT exists to make sure every solution built on Board — whether a project in active…
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📣Introducing BoardBytes: Quick Learning for Everyday Board Tasks
We’re excited to announce the launch of BoardBytes, now available in the Academy Microlearning Library. BoardBytes are short, practical 1–2-minute videos created to help you learn, refresh, and complete simple Board tasks quickly. Whether you need a quick refresher or want to confirm the right steps, BoardBytes give you…
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US Economic Outlook: September 2026
Is AI the New Internet? AI investment is accelerating, but the productivity impact is still taking shape. In Board’s September Economic Outlook, Haley Vicini, Director of Economic Advisory, compares today’s AI buildout to the internet and ICT boom of the 1990s. The lesson: major technologies often move from investment and…
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August Wrap-up with Board: 5 minutes
August Wrap-up with Board: 5 minutes Monthly Customer News Update – August August was all about turning planning innovation into practical, usable capability. This month brought together product updates, new learning opportunities, on-demand recordings, and practical guidance around one important theme: helping teams plan…
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Value Realization with Kristine Young
Featuring: Kristine Young is a Customer Success Manager and Community Captain at Board. Kristine returns this month to talk about value realization. Listen and learn as she talks about common behaviors that help customers continually realize and expand the value of Board over time: Board as a strategic platform Internal…
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📢 Help Shape the Future of Data Entry in Board's Excel & Google Sheets Add-ins
We're kicking off a new UX Research study to better understand how you use Excel and Google Sheets to enter, prepare, review, and manage planning data. Your feedback will directly influence the future of our spreadsheet add-in experience. We're looking for customers who: 👤 Are Developers (who prepare Data Entry…
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Economic Currents EU Edition: Third-Quarter 2026 Outlook
A note from our Chief Economist This is the European companion to the inaugural issue of Economic Currents, Board’s new quarterly perspective for retail, CPG, and manufacturing leaders. If there’s one message I want you to take from this report, it’s that “resilient” and “confident” are not the same thing, and Europe this…
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Economic Currents U.S. Edition: Third-Quarter 2026 Outlook
A note from our Chief Economist Welcome to the inaugural issue of Economic Currents, Board’s new quarterly perspective for leaders in retail, consumer packaged goods, and manufacturing. We built this newsletter around a simple premise: the headlines about the U.S. consumer and the underlying data often tell two different…
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Board 12 End of Support: Key Dates and Upgrade Guidance
Since the release of Board 12.6, Board has continued to support the version while also introducing newer generations of the Board Platform. Board 15, the most recent release at the time of publication, represents a significant step forward in the continued evolution of Board technology—offering an enhanced user experience,…
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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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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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📢 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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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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Reg: Board Usage & Implementation
Can BOARD be used to enable inputs/updates by various analysts towards Supply Chain Workflow updates. Can this be used on AWS too
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Logfile for Data loading in cube
Hi Team, could you please help me to find which log file has the details of data load happen in a a cube against on a selection of one its dimension. Thank you for your support.
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Borad screen
While trying open the screen its showing "screen already in editing" and screen is not open. why?
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Monthly Customer News Update - September
The 'What’s Possible Now' Edition New capabilities matter most when you know how to put them to work. Summer may have slowed a few things down. Board wasn’t one of them. Since our last edition, Board 15.1 has arrived, a full library of Board TechTalks is now available to you on demand, and there are new ways to learn,…
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Architecture Question – SQL Server On-Premise Integration with Board in Cloud SaaS
My client currently has an internal application dedicated to budget preparation and real estate invoicing. The solution was historically developed using SAP BPC Microsoft, with a SQL Server On-Premise database. Over the years, due to the volume of data and the complexity of the calculations, a significant part of the…
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Instance Expiring
Greetings! This is to request an extension on my instance. Kindly provide me with one. Thanks.
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I'm on Board 15. How to remove row format templates "Symbol Before" on a specific block?
See highlight in yellow. The format template has $ sign on the EPS. But I have a % variance…. I don't want a $ sign on my % variance.
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Modify Format in Label Text Algorithm
Hi, I am trying to format a value displayed in a Text object in Board 14. My goal is to show the progress of the current period as a percentage with one decimal place, for example: 17/22 = 77.3% I first created the full calculation in a single Text object expression. Since the formatting did not work as expected, I split…
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Instance related
is there any instance available for L300, as my L200 is deleted? I sent mail to extend but its deleted
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Selection button drill down
Hi, i have a question when i am drilling down in a data view i can select rows to group them together however when i am on a drill anywhere or drill down screen i don't have that option anymore. Is this correct or do i miss a setting somehow? thanks maik
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Process time to get to Analysis
Hi, Currently in all of our instances, it often takes more than 5 mins just to to go Analysis part when we wants to review a cube/entity to improve the performance. Any of you can help providing information regarding which factors decide the Analysis Process time so we can try troubleshooting the root causes? Thank you!
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Instance extension
Hello, would you please extend my Trainings-Instance? It will be deleted in 2 days otherwise. It is the instance for this course: Introduction to Data Modeling OnDemand Thank you
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M365 Add In - Flatten Tables
Is there a way to flatten the pivot table in the M365 Add in using excel? For example - where you have two different entities in the rows it seems to nest them so you can expand and collapse them - all in the same column. Ideally I'd like to show them as two separate columns. Eg if you have division and customer - it would…
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How to Sort the Month Headers Correctly in FlexGrid
Hi, I've tried resetting the columns but the month headers are still not sorted correctly. I am not sure how the FlexGrid sorts out the months. I am using the by Column to show monthly figures. How can this be fixed?
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Extension for Instance training environment
Course expired and instance is no longer available. Requesting an extension to continue training.
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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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Extending my training instance
Hello, My access to the instance is expired . Could it be possible to extend it so I can continue with my training? Thank you in advance for your help. The course is : Introduction to Board: Analysis and Reporting OnDemand Thanks in advance
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What exactly does the Agent Orchestrator do?
I would like to better understand the role of the Agent Orchestrator in Board AI Agents. The documentation states that the Agent Orchestrator: “manages context, routes requests to the right Agent, and ensures consistent handling of multi-step tasks.” However, I am having difficulty reconciling this explanation with the…
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All saved changes are gone in my board instance
Hi, on Friday I was almost through the "Introduction to Data Modeling OnDemand" course but today when I wanted to start finishing it I need to restart from scratch. Nothing was saved at all. I just have one week left (until 09/24/2026).
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Extend my training instance
Hi, can someone please extend my training instance? Here's the link to it: https://trainingacademy.board.com/a44-mirzql19bweb/en/capsules Thanks a lot!
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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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Missing File Data Reader
Hi Everyone, I have the following issues with the replacement of Level 200 Introduction to Data Modeling OnDemand: I cannot find the relevant files to populate the entities (like Working Hours) Regarding the file, I’m referring to the CSV file that will be used to populate the Cube Working Hours. I’m trying to configure…
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Academy down or issue in Lvl100 "Chart Basics" at 11:34.
Hi Have an issue in the course above. The video is not working after 11:34. I have tried to refresh browser several times and rebooted the PC but it alwyas stops at the same very moment.
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Reopening Expired course
Hello, My access to the course will expired tomorrow. Could it be possible to extend it so I can continue with my training? Thank you in advance for your help. Thanks in advanced Laurent
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Row Template/Block Format Question
HI! we do have P&L reports with ACT, BUD and PY columns and some abs./% deviation columns. Currently we do have a row template highlighting specific rows with colour and bold numbers (e.g. Gross Profit I, Gross Profit II etc.) - we now need to make the numbers in %dev.-columns in cursive, but this is not working at all.…
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Question regarding @selection display limit in selector
Hello, We have noticed the following behavior when using a selector and displaying the @selection variable : When up to 12 categories are selected, the names of all selected categories are displayed. When 13 or more categories are selected, the category names are no longer displayed. Instead, only the number of selected…
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Master Object
Is there a way for the Master Object to go back to default when user clicks on empty space on the screen? That's how PowerBI works, but PowerBI essentially allows multiple objects on the screen to be "master objects". In Board, I'm okay with 1 object on the screen being the master object, however, it is not intuitive for…
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Cartesian chart LEGEND empty space
here's the legend of a cartesian chart. Notice the unnecessary scrollbar? "Series" is the last one. Look at all the empty space when I scroll down the legend. There is essentially no way for me to have the legend not have a scrollbar. 2. Is there a remove SERIES from the legend anyway? That is basically the down total,…
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Counting of Date Cube
Hello everybody, i have two cubes: 1. Artikelspektrum Maschine —> SIngle Cube 2. Artikelspektrium Maschine letztes Datum (Last Date) —> Date Cube —> insteresting information for me Both have two entities: Article, Machine The 373 means, that the G220 has 373 Article. The second cube has also 373 entries for G220. I can see…
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Board Beyond: South Africa
Transform the way you Plan Step into an event engineered for planners, analysts and business leaders who are ready to move beyond traditional processes. At Board Beyond 2026, you’ll discover how planning evolves into an adaptive, AI-driven ecosystem. You’ll see how your organization can monitor, predict, analyze, simulate…
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See the Board Merchandiser Agent in action
Smarter merchandising planning with built-in AI Every season, merchandising teams need to decide where to invest, whether the plan is working, and where inventory risk needs action. Too often, those decisions happen in separate cycles. Category plans are set pre-season. Performance is reviewed later. OTB and WSSI risk is…
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AI-native planning for decision-ready supply chains
When demand shifts, supply tightens, or costs change, supply chain teams need to respond quickly. But understanding the impact, comparing options, and aligning operations and finance can take too long. Fragmented plans, disconnected workflows, and manual coordination slow decisions across demand, supply, inventory, S&OP,…