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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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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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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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Redefining Planning with AI Agents: The Future of Continuous Planning Starts Now
In today’s world, disruption is constant--economic shocks, supply chain volatility, and fast-evolving markets have made agility a survival skill. Traditional, periodic planning simply can’t keep up. At Board, we believe the answer is AI-powered continuous planning, a future where decisions are faster, insights are sharper,…
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Monthly Customer News Update - June 2025
As diverse as our customer base, we have content just as manifold in this packed June edition of your customer news. Enjoy reading, watching, or taking part in our interactive contents: Are you #BoardAndProud? Best practice: Win big with external data Make smarter people decicions BARC Planning Survey 25 Transformational…
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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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Level 200, Module 204:
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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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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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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.
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Level 300 : Section 306 - Data entry is not enabled
Dear While building the Indirect Global expense account, the dataview is not in dataentry mode despite dataentry has been set on the cube. Any help would be appreciated. Thanks Khaleelah
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Struggle to understand NEXEL
Hi BOARD Team, After reading through the manual, I still cannot understand how NEXEL reference works. In our production system: Active cell is 5.6. Formula is =[@b;-1;*]/AVERAGEIF([@b;-5;*]:[@b;-5;+12],">0"). My understanding: [@b;-1;*] pointing to 7,162. Is it correct? [@b;-5;*]:[@b;-5;+12] pointing to Demand layer for 12…
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Save selection to cube
Hi all, I'm investigating possibilities to save arbitrary selections (see post linked below) but I find that even if I can manage to save them to a text cube, it is impossible to "restore" them when needed in the context of a maintenance interface. However, it is possible in the context of a procedure, to save the current…
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Level 300 Part1 - Request to extend training instance
Hello Board team, Request you to please extend my training instance that's set to expire on July 18th? I'm still working on it and couldn't complete it on time due to other work priorities. Thanks in advance for your support. Best regards, WS
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"Preview Mode" in Dataflows
Hello Community Problem: Currently, there is no way to preview the output of a Dataflow without executing it entirely. This leads to several issues: Risk of overwriting existing data if the logic is incorrect Long execution times, especially without perimeter filters Difficulty testing or validating transformations safely…
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"Select All" Button in Selector Object
It would be great to have a "Select All" button or option within the selector object to streamline the process of managing elements or members, especially when dealing with large lists. This feature would allow us to quickly select all items with a single click, saving time and reducing repetitive tasks. Additionally, it…
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🎉 We Have Our Board Champions Social Media Challenge Winners! 🏆
Our Exclusive Board Champions Challenge, #BoardAndProud (ending June 30), was all about fun, creativity, and sharing the Board spirit on LinkedIn – and wow, you delivered! 💥 👏 Congratulations to our winners: @Aelys Saux - Andros @Fabian Höfner - Villeroy & Boch @Bart Scott - CFO Solutions @Andrea Del Pero - Bios Management…
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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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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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Level 300- Section 305
Dear, While working on Section 305. i m having some confusion regarding below steps. How do i edit the drillthrough at step 5. At step 6, is it related to the drill through of the dataview. confusing since we need to remove block b and c. Grateful if i can have a quick reply. Rgds
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Embed a report on other sites
Hello, we are trying to configure OpenID authentication in order to embed a Board report into an external application, following the guidance provided in this community post: https://community.board.com/discussion/15071/howto-embed-a-report-on-other-sites In our web.config, we have correctly added:…
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ALM to allow selection of desired objects to migrate at source
In the current scenario, if we need to migrate objects from one source to another, we need to take a snapshot and compare the differences at Target to determine what all objects should be migrated. In projects where multiple users might be developing objects in parallel, this requires a lot of manual effort to identify…
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Sorting an Entity
I have an easy question, I have the following entity "Role" which appears like this in the Content tab: It seems that I can custom the order in which they will appear in any Dataview by dragging the elements in this content tab. My question is, if when the DataReader that creates the elements runs, it will mess the entity.…
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Performance analysis tool to find out why a dataview report loading very slow?
Hi BOARD team, I built a simple data view report using Tab. Couple of tables are loading much slower comparing to others. The table is simple and highly summarized. Is there a tool in BOARD we can use to find out why certain reports take much longer to load? Thanks a lot
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Level 200 : 210 No Data on Expense Planning Data Views
Hello, I am struggling to populate data into both the Annual and Monthly Data views. I have gone through all the steps again. I have also re-run all data readers and the BUD - Initialize Budget procedure, but my view is still empty, and hence failing functional testing. My currency selector also shows 2/2 instead of 1/1 as…
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Simplify the table corner and right click menu - especially the search
Background When the user mouses over a table, in the top left a small circle appears with three dots in it (used to be lines but in B14 it is dots). Click and a small menu appears with some common buttons and a further … to see more options. From B14 on, you can also right click on the table to get to this menu. We've…
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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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Enable Data Entry Validation Rules Based on Other Dataview Blocks
Hello Community, Currently, data entry validation rules in Board are limited to conditions within the same data entry block. This limits our ability to implement advanced validation scenarios that depend on other layout blocks. I propose adding the capability to define validation rules that reference values from other…
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Substitution Formula in Broadcasting Not Working
Hi all, I can't get the @Selection substitution formula to work on the email sent by Broadcasting. Others are working like @User, @Date, @Time. Is there anything I need to do to make it work?
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Add an comment field for each block inside a Layout
Hi Community, I would like to suggest a new feature for Layouts in Board: the ability to add comments to each bloc 🎯 Purpose: This would help developers document the purpose or logic behind each bloc directly in the Layout, without needing external documentation or complex naming conventions. The comment would be visible…
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Overall Total for an Entity to be shown overriding the screen selection
Hi, Is it possible to get the Overall Total of an Entity so I can get the % of Total even when there's an active Screen Selection? The sample table below show all Entity. Let's say Entity A is selected in the Screen. I still want the All Entity Total to show 75 even when the table is filtered. I will use this value in a…
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Unbalanced Hierarchies - Allowing "selection mode" configuration in dataflow and export
Hello everyone, Yes, this is my first post on the community. Following internal advices and multiple external feedbacks I'm sharing this Idea that seems to never been raised. My idea is to allow a developer to configure the default behavior expected on an unbalanced entity selection, only by configurating option mode to…