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July CommunityCast and Badge Opportunity
Can you believe it? It's July, and that means we're already halfway through the calendar year. We hope your year is going well, and we hope Community has played a part in it🙂. Here are your one-minute, Community updates: It was great to see your one-word B14 favorites last month. 🤩 @Helmut Heimann @Nico Weber @Akrem…
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People & Structure: Who Belongs in a CoE and How to Organize it
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain Establishing a strong Centre of Excellence (CoE) hinges on the individuals involved and the organizational structure supporting them. While a large team isn't initially necessary, the right blend of roles is crucial for the CoE's success,…
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My Board-ology Process
Author: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain Although our company has been using Board for over three years, I still feel like I am new to it. I have so much to learn, but the ever-changing business environment is not going to wait for me to get up to speed—I must adapt. As I…
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New eLearning: Getting Started with Board Signals for Customers
We’re excited to announce the launch of a new eLearning experience: Getting Started with Board Signals for Customers. This training is designed to empower learners with the knowledge and tools they need to confidently apply external market insights to real-world planning and decision-making. Whether your role involves…
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New eLearning: Getting Started with Board Foresight for Customers
We’re excited to announce the launch of a new eLearning course: Getting Started with Board Foresight for Customers. This course is designed to empower learners with the knowledge and tools they need to confidently integrate external economic data into planning processes and drive data-informed business decisions. Whether…
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US Economic Outlook: July 2025
The U.S. manufacturing recovery is stalling—but not for everyone. In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher explains the evolving dynamics across the sector, and what they signal for the broader economy through 2026. If you’re connected to U.S. manufacturing—either directly or…
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Get to know the Q3 Community Captains!
Community Captains are front-and-center, paving the way for a more connected and impactful Board Community. Today we welcome four new Captains to the mix, ready and willing to connect and educate by sharing personal stories and advice with the ecosystem for the common goal of overcoming challenges and enabling success. We…
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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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Beyond the Name: The True Function of a Center of Excellence
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain A CoE is more than just a new department; it's about instilling excellence and consistency in the design, deployment, maintenance, use, and optimization of systems. Here's a breakdown of what a well-operated CoE offers: Governance: Establishes…
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Now is the Time to Build a Centre of Excellence (CoE)
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain Finance teams face increasing pressure to deliver faster closes, sharper forecasts, and deeper insights while managing complex systems like ERP, EPM, RPA tools, and BI platforms. Despite these challenges, many teams still rely on tribal knowledge…
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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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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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Impact Analysis - SQL/ASCII identifier
Hi, The impact analysis tool is very helpful, but I'd like to propose an improvement which will increase it's usability: the inclusion of a data reader type next to or as part of the connected object column. It's not possible to determine if an entity/cube which is connected to a data reader is being used in a…
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Export Cube name list process
Hi there, I'd like to request (unless already possible) a way to export cube/ entity/ tree name lists from a database. As far as I can see this is not possible in Board web and the only thing that comes close in the client is, for example for cubes, listing all of them in a dataview and extracting metadata. A feature like…
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Export full presentation to Excel instead of slide by slide
Hi Community, Does Board allow us to export a full presentation (presentation menu) to Excel instead of doing this slide by slide? Is there any options or button to apply for this? I would really appreciate that it is possible, and know how. Thanks a lot in advance for your attention. Regards.
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Possible to load unbalanced hierarchy throught smart import ?
is it possible to load an unbalanced entity throught smart import ? Because i can't find de parent code in the mapping part
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Extending Database Security to Reduce the Number of Security Profiles
Dear BOARD community, I’m facing an issue with the BOARD security system in BOARD on-prem. ⛈ Situation: After several years of using BOARD throughout the company, a significant number of user profiles have been created. The main reason for this is that our company structure includes several subsidiary companies of…
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Autoarange Y Axis
Hello everybody, I am looking for a solution for arranging of the primary y axis. I have these two bar diagrams: My colleagues wish that both diagrams start with 0 and ideally use the entire width of the diagram. For the right one it works with Autorange. It starts with 0 and automatically sets an plausible upper limit. If…
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Restricting User Administration via Subscription Hub (Preventing Self-Privilege Escalation)
Hi everyone, We're currently working on establishing a clean governance setup for our Board environment and have a specific use case within the Subscription Hub: We want to allow a user to manage other users (e.g. assign them to groups or roles) – but without being able to assign higher privileges to themselves. Our…
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How best practice of dataflow ?
Hi all, I want to ask about related like this documentation below captures : So, Let's say I have same case like above capture, and then let's say Product = Part Number and Salesperson = Material Consumed. And then I didn't use Month dimension to calculate it in dataflow. For Part Number and Material Consumed is standalone…
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Flex Grid header colors
G'morning all, Previously, I was able to have different background colors on a Flex Grid header so that text input to the filter box in each column is visible (first screenshot). Now, the header background is only one color which isn't helpful when a user inputs text to filter. Yes, I have matched all colors between the…
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Charge unbalanced entity with datareader
Hi community When i want to charge an unbanlanced entity with my datareader , i always have one rejet for the parent code not found and in the relationship part i find that the parent code is missing , do you know where comes from the problem?
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Drill Through - ERROR [HY000] [Oracle][ODBC][Ora]ORA-00920: invalid relational operator?
PLEASE HELP I've spent weeks trying to solve this drill through issue. I'm trying to Drill through a dataview using the following entities: Month Reporting Cost centre Account Originally i could get the drill through to produce results for reporting cost centre and Account correctly but not filtered correctly on the right…
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Rejected value in Datareader
Hi all, i have a question about counting the rejected value for example, if i have a cube with 2 dimension (Time and Elements) and i want to load a csv file below to be clear, the cube is already populated in this way (without Element D) Using the data reader, 1 valid record and 1 rejected value were identified, and the…
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Trigger a Board Data Model Procedure from Excel Add-in
Hi All, Has anyone tried to trigger a Data Model procedure from Board Excel add-in using an API or any other approach? Regards, Vikash
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💡 Feature Idea: Enable Tooltip Compatibility with 'Detail By'
Hello Community Currently, when using the tooltip feature together with the 'Detail by' option, the tooltip only appears on the total row, not on the individual detailed rows. 👉 Interestingly, when the entity is placed by columns, the tooltip works as expected and displays correctly for each column value. It would be great…
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Level 300 Part 2
I started but never completed the LV 300 Part 2 course. Now, when I try to access it on Board, I receive the message: "The course is expired. This course has expired and the instance is no longer available." Would it be possible to get a license extension so I can finish the course? Thank you! Severino
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screen to allow user to assign Brand to a Product.
Hello, I have created Cube Product_Brand Then, I created a screen to allow user to assign Brand to a Product. The relationships defined: Now via a data view, I want to assign a brand to a Product through data entry. However, since I did the mapping for product and product brand in the entity, now on the data view, it is…
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Board: Using Entity Creator
Hello Board Community, I’m working on a Board assignment where I need to allow users to assign Brands to Product Categories, and eventually link them down to Products. Steps done: Created an Entity: Brand Added Brands like A, B, and C. Created a screen using the Entity Editor to allow users to insert and edit Brand names.…
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Waterfall Chart
Hi Team, I have created a waterfall chart as shown below. The end user would like to display both the values and the percentages. However, I haven’t found any settings that allow both to be shown simultaneously. I attempted to use the Tooltip feature to display the percentages, but that didn’t work either. Is there a way…
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Safe more than just one "MyView"s per Screen
It would be very helpfull, to save more than just one View per Screen
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Level 300, Module 304: Question 2. Does currency values needs to be converted to Group Currency?
How does the training screen for Q2 shows 2915 k if the sample data files has 22 K Euros for NL0001 and 1320 k Yens for JP0001. The only data entry available at the time comes from the excel files, so this is all the data we have for LOC Where did you get your 2519k? if Prior Year data is correct, are the excel sample…
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Best practices for using "Back Compatible" option in Dataflows?
Hi everyone, As part of a migration project from Board 10 to Board 14, I’m reviewing the use of the "Back Compatible" option in Dataflows. I know this option should not be used with HBMP dataflows, but I’d like to go further and understand: Are there any additional recommendations or best practices related to this option?…
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Using Nexel CrossViews Board 14
Based on the Course "Dynamic Nexel" i want to calculate a %-Value. In one DataView i have the Values: I have created a new DataView to show there the Total of Block a from the DataView Controlling/HVAC. I am using the same formula as in the course but its not showing anything… I am also not able to change the formula ones…
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Lock Period in Data Entry
Hello, Is it possible to lock month periods when using Data Entry but the input is on the year level? I want to enable users to input on the year level and allocate it using split/splat but I also need to lock the 1st half of the year so that the 2nd half is the only one changed by the input.
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Board logs out automatically when inactive
Hi, we are using Board version 12.6, revision 0.2.88217. Board does not run in the cloud, but on our own server. We use IIS. The following is stored in C:\Program Files\Board\Board Server\BoardEngineParams.xml: <EnableSessionExpiration>false</EnableSessionExpiration>…
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Level 200, Module 204:
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Google Doc Connection
Hello everyone! I have a question: does anyone know if it's possible to establish a connection between Board and Google Docs? I have a questionnaire that nearly 200 people will need to complete, and the different scores they enter should be aggregated to calculate averages. Ideally, they could fill it out in Google Docs,…
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What is the purpose of "Position Changes" in the Data Model Transporter?
We recently executed a backup and restore of our core data model from production to non-production. Everything was aligned momentarily; However, as soon as we developed a couple new objects (cubes, rules, entity formats), the data model comparison tool exploded to show several hundred changes between environments. Of the…
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Recordings Table of Contents
Welcome to Board Recordings! Here you will find links to published Recordings of Board webinars, events, Community Captains videos, company and product updates, and more! Releases UPDATED: Board 14 release - a new 14.1 patch update is here! Celebrate the Board 14 Release with a Fun Competition Board 14.3 is here! Community…
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Introduce a "Mini Map" View in Procedures
Problem : When working on long and complex procedures in Board, it's easy to get lost navigating between multiple steps, loops, and conditional blocks. The current linear view makes it hard to maintain an overall understanding of the structure, especially for debugging or reviewing purposes. Suggested Feature: Add a Mini…
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Flex Grid - Charts improvement - Number Scaling options
Give the possibility to display data in currency format (thousands separated by a dot) and in k€, similar to Number Scaling options available in Dataview. Also in pie charts display values ​​next to or inside each portion (always in currency and k€).In flexgrid charts insert axis labels to make the chart clearer.