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January CommunityCast and Monthly Mission
☃️ 2026 is here - happy new year! As they say: "new year, new me" and with that in mind we want to share a slight rebrand to our Badge of the Month series which is now titled Monthly Mission. We're eager to get your knowledge, feedback, and updates to our prompts in this series and you'll continue receive a shiny badge for…
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Introducing Foresight Best Practices
We’re excited to announce the launch of Foresight Best Practices in Community. This new space brings together a curated set of articles designed to help users work more effectively and confidently in Board Foresight. The best practices combine technical guidance with practical approaches for success across the full…
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Find It Faster: Content Tags Power Your Search in the Board Community
Content tags in the Board Community are applied to published articles to help make content more discoverable. Did you know that you can find some of the most popular content tags directly from the homepage? Find them just under Quick Links on the right-hand side and select a tag to discover posts and discussions that…
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Board 14.5 is here!
We are pleased to announce that the Board 14.5 release is here! 🚀 The new Board 14.5 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.5 proudly introduces a new semantic layer to your data – the Datasets! Furthermore, we made improvements to the Data Reader Action…
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Smart Import Object sample use-cases and functionalities.
Author: Amruta Shaha, Senior Consultant for Board. This article takes a deep dive into the Smart Import Object facility in Board, exploring how and when to use it in place of Data Readers, the different modes of import available, and practical scenarios where formula-based imports can unlock real value. While existing…
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Part 1: Agentic AI – A Paradigm Shift for Integrated Business Planning
How different would your business look if your planning tools could anticipate your next move? ➡️Part 1 of our two-part series on Agentic AI is here, and it’s set to shake up how organizations think about Integrated Business Planning. This first installment explores the paradigm shift underway and what it means for the…
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Europe’s 2026 Economic Outlook: A Transition Toward Resilience
Europe enters 2026 with a firmer but still uneven economic foundation. Despite persistent pressures—from rising housing costs to fiscal divergence and external demand constraints—the region is showing signs of stabilization. Consumption is holding steady, inflation has largely converged, and employment remains near…
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The 2025 Gartner® Magic Quadrant™ for Financial Planning Software
Board has once again been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software. This marks our fourth consecutive year in the Leaders quadrant. This recognition reflects our continued commitment to helping organizations unify strategic, financial, and operational planning within a…
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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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The New Board Cloud Status Page is Live!
📢 We are excited to announce that the new Board Cloud Status Page is officially live and available to all logged-in Customers and Partners through the Board Community, accessible using your Board Community login credentials. This new platform marks a significant step forward in transparency, reliability, and customer…
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2025 Board Feedback Flash
At Board, your feedback is central to how we grow and improve. Earlier this year, many of you shared valuable insights through our extended CSAT survey — and we’ve been working hard to act on what we learned. Now, we’re checking in again with the 2025 Board Feedback Flash — a short follow-up survey to see how we’re…
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The Insight Loop – October 2025, an Economist Roundtable
Where Economic Intelligence Meets Strategic Action Is today's consumer spending fueled by income growth or wealth effects, and what does that mean when the market shifts? Our economists tackle four critical questions about spending, saving, and the signals that matter for your 2026 planning. October Episode: Economists…
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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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B14 201 Part 1 - Building a Planning Solution in Board
Hello, I started building my db but I don't find the csv files to load the trees with the data readers. I don't see any data file. What am I doing wrong ? thank you, Catalina
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Could you please help me to extend my board training instance?
Hello Board Team, Could you please extend my training instance, which expired on 13 November? Or you could undo my registration or reset it so that I can register again and access the training. Thanks in advance for your support.
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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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New course version: B14 Level 200
B14 Level 200: Building a Planning Solution in Board, will be updated and available for learners in Board Academy on Monday, April 18. This course is designed for those who have completed Level 100 and it has been restructured into three distinct parts, approximately five hours each: Part 1: Learn how to work with…
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Pager / Selector change
Hi there happy new year. when changing pager selection or selector selection to whole screen is refreshing including collapsing dataviews. Is there a way to suppress that behavior.
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Axis settings on multiple columns
Hello, I have a dataview with 2 entities in column and I want to display codes for both entities. I choose the display codes option in the settings but it applies only to one of the 2 entities in column. Is there a way to change this ? Thank you!
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B12 Level 300: Expanding Board in Your Organization Part 1
Dear team, I started level 300 part1 training last month. However, the level 300 part 1 training environment expired at January 03, 2026 and I couldn't complete it due to the time constraints because of my office work associated with "Board", and new year leaves. I would like to extend the instance to complete the level…
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Schedular error - [0x-7ff8ef20] - The operator or administrator has refused the request
In schedular i am getting this result the procedure is not running , why this error occurs and how can i resolve this?
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Error log
Dear, when im faced with such an error where can i see the complete error. Thanks
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AI-Driven, Git-First Development of Board Data Models and Capsules (Agent-based Design)
Problem / Motivation Building and maintaining Board data models, rules and capsules is becoming increasingly complex. While Board offers powerful modeling capabilities, development is still mostly manual and UI-driven. At the same time, modern software development is evolving rapidly: Requirements, architecture and code…
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Choose Lead Times Based on Theory, Not Just Correlation
1. Abstract Lead times define how far in advance one variable influences another. Selecting lead times based solely on statistical correlation can result in unrealistic or misleading relationships. Combining correlation analysis with economic and business theory helps ensure models reflect causal, defensible timing. 2.…
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Apply Minimum Data Requirements for Analysis
1. Abstract Reliable analysis in Board Foresight starts with datasets that meet minimum standards for history, completeness, and consistency. Ensuring that data satisfies these requirements before it is explored or modeled helps produce stable insights, clearer correlations, and more trustworthy forecasts. 2. Context Apply…
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Table of Contents: Foresight Best Practices
Welcome to Board Foresight Best Practices. Here you will find links to published articles that provide technical guidance and practical approaches for using the Board Foresight platform successfully. Data Preparation and Management Follow a Structured Data Preparation Workflow Treat Missing Values Using Business-Aware…
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Preserve and/or customize filenames when downloading BLOB attachments
Hello @Product Management Team , I’d like to raise an enhancement request regarding attachments stored in BLOB cubes and downloaded from a Data View. Current behavior (pain point) When a user downloads a PDF via the attachment icon, the generated filename is not the original uploaded file name. Instead, it is automatically…
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The variety of line styles for the Cartesian graph.
Hello team, Let me post the idea of "the variety of line styles for the Cartesian graph". Customer would like to choose dashed or dotted line as line style. Especially, it is benefit to use monotone printing the graph or easy to identify the each lines. Could you please consider this feature in new release? Masa,
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Control for Non-Economic Disruptions in Your Model
1. Abstract Large one-off shocks, such as strikes, pandemics, or natural disasters, can distort time-series data. Adding control binaries isolates these events, ensuring your model focuses on true economic relationships. 2. Context Apply when a dataset contains periods of extraordinary disruption unrelated to normal market…
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Use the Foresight Help Assistant to Answer Your “How-To” Questions
1. Abstract The Foresight Help Assistant provides in-platform guidance for common workflows, features, and questions. Using it as a first stop helps users learn faster and stay productive without leaving the application. 2. Context Use this best practice whenever you are unsure how to complete a task in Foresight,…
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Evaluate Model Health Regularly
1. Abstract Regular model health checks help identify performance drift early and ensure forecasts remain aligned with current business realities. 2. Context Use this best practice during scheduled reviews (for example, quarterly) or when significant business, market, or data changes occur. 3. Content 3.1 Why It Matters…
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Integrate Risk Analysis into Forecast Scenarios
1. Abstract Effective scenario planning accounts for uncertainty. Integrating risk analysis into forecast scenarios helps users understand potential upside and downside outcomes, supporting better strategic decision-making. 2. Context Use this best practice when building baseline, optimistic, and pessimistic scenarios for…
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Use “Mass Apply Values” for Uniform Forecast Scenarios
1. Abstract When building scenarios that assume a consistent change across the forecast horizon, such as a uniform price increase or cost reduction, the Mass Apply Values feature allows users to update assumptions quickly, consistently, and without manual error. 2. Context Use this best practice when creating scenarios…
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Check Recent Residuals to Confirm Model Reliability
1. Abstract Residuals show how closely a model’s predictions match actual outcomes. Reviewing recent residual behavior helps confirm that a model remains reliable and has not drifted away from current business conditions. 2. Context Use this best practice after running Predict and before moving a model to Production, as…
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Balance Statistical Rigor with Business Relevance in Models
1. Abstract A successful model is not defined by statistics alone. The best models combine strong statistical performance with clear, intuitive business logic and are easy to explain to stakeholders. This best practice guides users through selecting, validating, and approving models for real-world use. 2. Context Use this…
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Keep Your Workbench Organized
1. Abstract A well-organized Workbench helps users quickly understand relationships between variables, identify patterns, and communicate insights. Logical structure improves both analysis efficiency and stakeholder confidence. 2. Context Apply this best practice whenever building or updating a Workbench with multiple…
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Avoid Highly Correlated Variables in a Workbench
1. Abstract Including multiple variables that measure the same underlying behavior can weaken model reliability and make results difficult to interpret. Managing correlation in the Workbench ensures models remain stable, explainable, and trustworthy. 2. Context Use this best practice when building or refining a Workbench,…
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Flexgrid - Column Totals
Dear, Is it possible to show column totals without the need to group columns in flexgrid. Thanks Khaleelah
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December CommunityCast and Badge Opportunity
☃️ 2025 is rapidly coming to a close and it's time to reflect on the year. Community had a productive 2025 with a number of big accomplishments, how about you? Feel free to share yours below and be sure to check out our monthly updates to learn about what was new in Community in November. Here are your one-minute,…
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B14 214 - GBP Data View Object - not showing PY
In the module B14 214 during the creation of the "GBP Data View Object" (please note the same happens on the "LC Data View Object"), after step 21 this is the expected resultfrom the training is as such: while in my environment here is the actual result (showing the PY column completely empty): for GBP here for LC: I…
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sql data reader step is not working in procedure whereas it is running manually
There are bunch of data readers which i have ported along with some cubes and procedures , so everything is fine except the calling sql data reader step in procedure , it is throwing an error and going to error group whereas manually it is running perfectly, can any body help with this. please find the error from the logs.
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Waterfall Chart Aggregation Issue with Unbalanced Hierarchies
Dear Community, Does the Board Waterfall Chart handle unbalanced hierarchies correctly when it comes to aggregation? It appears that the object automatically sums all members, including subgroup totals, which leads to double-counting. For example, when the screen selection is set on the bottom line of a P&L, the system…
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Level 300: Download of Data doesn't work
Dear Community, every time I try to download the zip with the data set it keeps loading and failing. Is there another way/source/link to get the needed datasets for level 300? Many thanks in advance