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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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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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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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Preventing Split & Splat on Near-Zero values
The issue The current split and splat functionality in Board EPM offers valuable flexibility for data entry at various aggregation levels. However, it can introduce significant errors and instability when applied to aggregated values that are near zero, particularly when negative values are present in the underlying cube.…
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Scale numbers in graphs correctly
Hello, Currently when numbers scaling in used in graphs (for example, show M for millions), the scaling is only applied to the plot area, so, when you hover over a graph. However, by logic it should apply to the whole graph, including the axis. Please accept this idea to improve customer experience.
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Is it possible to configure UK number format in BOARD
I have requirement by which i need to implement thousand seperators just like in UK number system. For example - if i have a value as 1019443. In UK format it should appear as 1,019,443.But in BOARD currently it appears as 10,19,443. Can i set the number format in BOARD also to 1,019,443
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Button or Switch for Difference and % Variance Calc
Hi all, I would like a button or selector that gives the user the ability to switch between difference and variance. Any idea how to approach it? Thanks Maik
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Send Blob Cubes Attachment through Email
Hi , We need to send multiple attachment through email currently it is not feasible in Board. It would be great if we could take this up in the latest releases
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Blank Space Utilization/Sizing
There is often unused space in the layout editor and data readers. For example, in the layout editor, the Alignment section's selector spans the entire screen, whereas in the Rules section, the selector is much smaller. This inconsistency makes it difficult to view selected items, as they can be cut off or partially hidden.
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Level 300 - Level 200 not completed
Hi everyone! 😊 I've started Level 300 and previously completed the Level 200 course, but I didn’t manage to finish building the application for Level 200 completely before moving on. Is there a way to extend my access to Level 200 so I can complete building the application while continuing with Level 300 without any…
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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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AutoSum Selected Range
Request for a possibility to AutoSum Selected (highlighted) range, similar to AutoSum in Excel. Example below. Condition - works on numerical cells only. We have observed that Board Users often export views to excel to run sum on a range of cells that intersect across multiple rows and columns. This becomes particularly…
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Training Instance -issue, cant start giving error.
Hello Board Team, Im trying to access the Board instance but im getting the following error message "Error on starting the instance". Today was the first time i tried to login after getting the extension and it just didn't start. I tried to "restart" the instance and then got the above error message. Please find below…
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upload for all file types in Blob cube & download file using button
There should be option to upload multiple types of files in a blob cube
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Cannot Access File
Hello Everybody, I need your help for this specific error occurring while I am trying to modify a certain procedure. You can find the screenshot attached. This error appears while I'm trying to save the changes to the procedure, and it happens both on S1 and C1, while if I make a copy of the procedure and modify it, it…
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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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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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Level 200 Module 206 - Italy data not populating.
Hello, I'm having an issue with Italy data. Everything seems okay but while doing knowledge test, i choose country "Italy" the data is not populating. I've checked all the steps but don't see any discrepancy. Can someone please help me with this. Thank you.
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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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Level 200 | unable to access the training environment
I can't access my training instance ,it has been over 5 hours now . I'm getting an error saying "503 Service temporarily unavailable ". How can i resolve this issue?
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Dataflow - Storing the values based on the Reporting Unit Default Currency
Hi all, I would like to get the value from the source cube based on the target's RU Default Currency (Parent of the RU entity). The Source Cube has values in all currencies so would like to get only the value corresponding to the RU's default currency. If the Target's RU Default Currency is GBP, it should get the value…
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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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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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Restore Two-Tone Panels for Better Visual Clarity
I believe Board developers would all benefit for Board to go back to it's two tone color design (grey background, white foreground) on popups/side panels in the design mode. It is much harder to differentiate buttons and sections in these respected areas.
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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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Launching Your CoE: From Vision to Value
Author: Kevin Gough, Customer Succes Manager at Board and Community Captain You don’t need a lengthy twelve-month project plan to kickstart a Center of Excellence (CoE) successfully. The key lies in beginning with a focused scope, achieving visible wins, and ensuring practical delivery. Here’s a structured approach to…
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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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How to create bar chart in Data View
1. Abstract This article describes a specific use case: visualizing a bar chart in a data view object. 2. Context In some projects, it can be asked to render a bar chart in a data view object, to provide an immediate visual representation of the numerical values directly in line with the data. This allows users to more…
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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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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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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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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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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…