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🎥 Recordings & Replays are now available in the Board Community!
Looking for a session you missed, or want to revisit useful Board tips and insights? Recordings & Replays are now available in the Customer Success Hub, giving you one place to easily find and watch sessions on demand. Explore recordings across topics including: ⭐ Customer Success Spotlight 🚀 Board Platform 💡 Build Along…
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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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🎥 Board TechTalk Replays Are Now Live on Board Academy!
We’re excited to share that a complete repository of this year’s Board TechTalk replays is now available on Board Academy. Tech Talks are designed to keep our community connected to the latest innovations across the Board platform. They bring together product leaders, solution experts, and technology specialists to share…
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US Economic Outlook: August 2026
Beyond the Strait of Hormuz: What the Disruption Revealed About Global Trade The Strait of Hormuz became one of the most closely watched trade corridors of 2026. While much of the discussion focused on energy markets, the disruption revealed a broader story about how global trade responds during periods of geopolitical…
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Customer Self-Sufficiency with Robin Salk
Featuring: Robin Salk is a Customer Success Manager and Community Captain at Board. Self-sufficiency helps customers move faster and make more informed decisions. When you can build reports, update models, and analyze data independently, you can respond to changing business conditions and priorities without waiting for…
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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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Board's Latest Release Advances Continuous Planning
By: David Marmer, Chief Product Officer, Board Board's Latest Release Advances Continuous Planning with More Capable AI, Connected Planning Experiences, and Enterprise-Ready Governance Earlier this year, we introduced Board Agents, a new generation of domain-specific, persona-based AI designed to help finance and…
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August CommunityCast and Monthly Mission
🏖️Happy August to all our new and returning members! July was a great content month for Community, along with a few user experience additions that we'd like to highlight, so make sure to check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to July's participants, @Holly…
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🚀 Now Available: Board 15.1 Overview—What’s New for Customers
Discover what’s new in Board 15.1! Our latest course is now available on Board Academy. This training provides an overview of the key features and enhancements introduced with Board 15.1, helping you understand what’s new and get ready for the latest release. 📚 Start the course here: Board 15.1 Overview: What's New for…
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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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Monthly Customer News Update - Summer
The Summer Edition Leave a few things behind this summer. Before planning season picks up again, take the opportunity to shed what slows you down: manual work, unnecessary complexity, outdated assumptions, and unanswered questions. This edition explores how Board customers are using AI, simplifying planning, and preparing…
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🤖 Meet the New AI Course Tutors on Board Academy!
📚Learning on Board Academy just got smarter. We're excited to introduce AI Course Tutors—a new capability that brings AI-powered assistance directly into your learning experience. Starting with our core Academy courses, you'll now see the Ask AI Tutor feature, allowing you to ask questions and receive instant,…
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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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9,000 Members and Growing: Celebrating the Power of Board Community
We’ve reached a meaningful new milestone in Board Community: 9,000 members! Whether you joined recently or have been part of the Board Community through every phase of our growth, we’re genuinely so glad you’re here. This milestone reflects the collective knowledge, curiosity, collaboration, and engagement of Board…
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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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Header Title Font Colour
Hi everyone, I would like to adjust the screen title that is shown in the header. Ideally I'd either change its font color so that it is no longer visible, or hide the title completely. What I have tried so far: I set a header background image in the System Administrator settings. The image itself works fine, but the…
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How to reduce the Icon size of On-Screen Tips?
Hi Board Team, Just a quick question about the On-Screen Tips icon. How can I make the icon smaller? I've seen a smaller icon displayed on other screens, so I assume this option exists somewhere. Unfortunately, I can't find where to adjust the icon size in Version 14.5. Thanks a lot
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303 planning expansion forecast: SET - Lock Planning Data Model Procedure
The screenshot referenced on these steps (for SET Lock Planning data model) do not match the instructions. The screenshot references a different data model procedure (Set Lock Budget)
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306 Indirect Cost Planning And Allocation
The steps written on the page do not match the screenshots. This is one of many that I have caught between B300 Part 1 and 2: what is written is only to configure Step @2: Deny Cells editing where. However. Why do I see GRANT CELLS are enabled and two more cubes under DENY CELL. It is very confusing and hard to follow.
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Level 200 – Could you please extend the expiration date of the Level 200 training environment once a
Hello, Unfortunately due to time constraints, I have not been able to complete the Level 200 training within the allotted period. I apologize for the inconvenience, but would it be possible to extend the training instance one more time? If an additional extension is not possible, please reset the training environment after…
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Access for the training Instance
Hi, I completed the Board Academy L100, L200, and L300 trainings approximately six months ago. As I am planning to take the BoardDeveloper Certification Exam, I would like to refresh my knowledge and get some additional hands-on practice.…
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303 Planning expansion: Forecast: Functional test of the solution
I am unable to get past these set of questions. I have tried troubleshooting my data set. Double checking all the steps I created, and my cubes, entities, procedures, screens and data view layouts according to your instructions but my numbers are just not consistent with what are being shown on the test. The issue is the…
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310: What if Analysis: Create new What-if Analysis screens step 15. Quotes have a space or not?
On step 15. Steps says to include a double quote. But I cannot tell if its a quote then [space] then end quote? OR there are no spaces between quotes.
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Filter Dataview to show only members with PDF file
Hi, I am trying to only show the entity members with PDF files available in a dataview. I've tried all available "IS____" functions but none is working. Is there a function that can help me filter out members without available file?
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Printable Report Export Not Working in Board 14.3
Hello everyone, We are experiencing some difficulties when exporting a printable report in Board 14.3. I would like to create a PDF file, but unfortunately, when I select "Export Printable Report" > "PDF" from the top menu, the configuration window does not appear and the screen freezes. All I can see is a loading…
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Bug when configuring block drilldown in Object Settings of a dataview layout
I don't know how to raise a ticket, but there is a bug I encounter in ANY screen. Whenever I try to configure Drill to Screen within Object Settings → Column Appearance → Configure Drill → Drill to Screen, it keeps on freezing my screen. We are on Board 15.
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B306: Indirect Cost | Defining Database Security Profile Cube Visibility
The instructions does not exactly match what is on the screenshot on the page. I see that we have to configure ""Deny cells editing where" set the Cube to "PLN - DF - Lock Planning. However. On the screenshot, it appears that option "Grant cells access where" was also configured. But I do not see this set of instructions…
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B302: Global Expansion of actuals and Reporting: Board Validation screen not populating data
I am on Board 12. following steps as listed here but there are no data. Please see my data view layouts and cube dimensions below:
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Looking for BOARD EPM Opportunities in India / Dubai – BOARD Certified Developer with 4 Years’ Exper
Hi everyone, I’m currently exploring BOARD EPM opportunities and would appreciate any leads or referrals within the BOARD community. I have nearly 4 years of hands-on experience with BOARD EPM and hold a BOARD Developer Certification, with experience in BOARD development, implementation, and support. I’m primarily looking…
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Reopening Expired course
Hello, My access to the course has expired and I'm no longer able to view it. Would it be possible to reactivate it so I can continue with my training? Thank you in advance for your help. Link of the course : Board Academy
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Extracting Cube Structures, Entities (descriptions), Relationships and Procedures data
Hi Team, Is it possible to extract the meta data of cubes (its structure), all the available procedures (data model + capsule procedures) with the steps in the json or xml or any other format. How to extract it from the Board application?
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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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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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Is there a function where Board can spit out an audit type report of a list of all the screens
Is there a function where Board can spit out an audit type report of a list of all the screens in a capsule? We're in the process of doing detailed documentation around logical access, etc. and these types of audit reports are very helpful for some of the admin tasks we need to do.
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Integrating Board with Databricks
1. Abstract This guide explains how to integrate the Board platform with Databricks across different deployment scenarios. It focuses on two primary connectivity approaches: JDBC-based integration via Hybrid data pipeline for Board Cloud environments, and ODBC-based integration for Board On-Premises installations. The…
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Decimal values are incorrectly processed in text algorithms
Hi, I need to lock/unlock the data entry based on configured thresholds, therefore I need to work with decimals (stored in a cube) in text algorithms (input data validation rules for data entry in data views), but this leads to problems, because they are incorrectly processed and because of that its not working - see…
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How to display calculated TOTAL row value in a Label
Hello, when I copy the following data view into a label, the label shows -100 instead of the aggregated TOTAL result (-13.64%). Current Month and Previous Month values are generated using month selection flags, so I need the aggregation on month level. How can I display the TOTAL value (-13.64%) inside a label?
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Level 200 - Training environment expired
Hi, Unfortunately the level 200 training I started expired and I was not able to complete it due to time constraints. I would like to restart it to complete the level 200 training but I just get the expired message. Is it possible to extend the instance? If not, I would like you to reset the training environment. The email…
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Restricting the disabling of sorting on column in flexgrid
Hi Team, I have a flex grid object, there i am using a multiple sorting on it, If i click once, it changes to ascending order ↑ If i click again, it changes to descending order ↓ If i click it again, it removes the sorting order. it exceeding the no. of clicks so, here customer don't want to remove the sorting on the…
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Board 15.1 is here! 🚀
We're excited to announce the release of Board 15.1, bringing major enhancements to Board Agents, Operational Forecasting, the Board for Microsoft 365 Excel Add-in, and the Platform, with a strong focus on enterprise AI, planning productivity, and user experience. What's new in Board 15.1 Smarter and more powerful Board…
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Lock column totals
Hello , I have a dataview in data entry mode. However, i would like to lock the column totals Anybody has a solution for me. Thanks
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How to subtract two totals from different layouts?
Hi all, I am currently working on a report/dashboard and need help with a calculation.I want to subtract a total value found in one layout from a total value in a completely different layout. Could you please guide me on how to achieve this? Kind regards, Adam
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July CommunityCast and Monthly Mission
🌞Happy July to all our new and returning members! June was paced with a variety of great content added to Community, as well as a couple user experience changes we think you'll value - check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to June's participants, @Nico…
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30 June 2026 15.0.0.3.568055
We are pleased to announce that a Board 15.0 (V 15.0.0.3.568055) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Procedures Broadcasting Charts Drills Rules Unbalanced Hierarchies Read more details about the most recent bug fixes. Changes…
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26 May 2026 15.0.0.2. 545137
We are pleased to announce that a Board 15.0 (V 15.0.0.2. 545137) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Board AI Agents Substitution formulas Cubes Procedures Dynawrite Read more details about the most recent bug fixes. Substitution…