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The Board Community Experience Survey 3.0 is live!
The Board Community wants to hear from you! Our Community Experience Survey version 3.0 is live and we need your thoughts and feedback to keep our Community evolving. We've had a busy year since the release of the last survey and your feedback played a big part in the growth of the Community. Take the survey below to let…
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Board Impact Analysis: A Powerful Developer Tool
Author: Bart Scott, Board Developer at CFO Solutions LLC and Community Captain Board Impact Analysis is a very powerful tool that can be used to assess impacts of proposed changes as well as help in debugging, when used properly. There are two different areas you can utilize the Impact Analysis within Board. Only Developer…
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August 2025 Economic Outlook
In this month’s U.S. Economic Outlook, Board Principal Economist Natalie Gallagher breaks down what the return of inflation means for business planning - and the strategic shifts leaders should be making now. In just 10 minutes, you’ll learn: Why sticky-price inflation is accelerating after 18 months of easing How goods…
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Monthly Customer News Update - July / August 2025
Here are the most interesting reads for you to enjoy, catch up on things, or get ready for the second half of the year. Let's dig into: A special outlook: U.S. stagflation & its European implications Finance: Customer stories from Goldbeck and Van Moer Logistics Retail Planning: Why you need to be dynamic and include AI…
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Announcing Board's Latest SOC 1 Type II Report (July 2024 – June 2025)
We’re pleased to announce the successful completion of our SOC 1 Type II audit for the period 1 July 2024 to 30 June 2025. This milestone reflects our ongoing commitment to maintaining the highest standards of internal controls and operational excellence. The SOC 1 Type II report provides independent assurance on the…
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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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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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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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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. 1. Abstract While conducting reporting, the essential requirement often arises to compare data across various time periods. This article introduces a method that enables users to choose a specific custom timeframe directly on the screen. Using a designated cube, users can dynamically…
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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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Selectors not resetting
Hi - I'm in level 200: Module 203. For these selectors, for the bottom one for example, i selected 1 out of 122. Now, there doesn't seem to be a way to "select all" salespersons again. It's almost like I would have to select all 122 for it to reset. The reset button doesn't actually work.
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Flex grid calculation
Hello, I am using the flex grid as below, the Var % is calculated as (78081-75790)/78081 * 100. This is calculated well on each line. However , when i am grouping and aggregating value, the variance is being summed up which is incorrect. It should have taken (10,498,902 - 11,700,011)/ 10,498,902 * 100 = 10 %, on the screen…
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Enable Draggable Field Mappings in Data Reader
Use case: When configuring fields in a data reader, it's not uncommon to forget a field (e.g., Customer Description in Screenshot 1 below), or the data structure may evolve, introducing new fields or changes in hierarchy over time. Currently, if a field needs to be added or repositioned, users must clear all existing…
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Question on clearing cubes
Are you able to explain this further to me? I guess, if there is another month of sales activity, will clearing the cube not be necessary? Trying to understand when it is necessary or not to clear the cube. And, how do we clear the cube again? I'm still in Level 200 training.
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Level 300 Part 2 - 310 Functional Test
In the first question of the function test, I am required to push the button to update P&L, but there isn't an "Update P&L" button on that screen to be selected. I have also gone through the instructions again, and there are to steps where we need to set up the button. As a result of this, I'm unable to get past the first…
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Is it possible to have no totals for certain algorithm blocks in the total line of a dataview.
I have a dataview with total lines but besides "normal" data I have a column with a algorithm block showing percentage values in a tooltip (as information for the user, so that he know which maximum percantage value is allowed to be entered) - for this percentage values in the tooltip I dont want to see summed up totals,…
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Level 200: Module 212 Build the Unified Planning Report
Hello, I am having trouble seeing the same data as the screenshots in the training in steps 13-15 of building the unified planning report. I checked all steps prior to this and followed accordingly but not seeing the same data when clicking "update P&L". My income lines are also showing blanks. Also seeing in the training…
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Print export should consider selected tab
It's great that you can add a screen to a presentation multiple times and select a different tab of the container object each time. However, the printout does not take this tab selection into account, but always prints only the first tab if the print area contains objects other than just the tab container object. It would…
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Level 200
Level 200, Module 203 Section 14: L2 Demo Data Model Configure Data View Unit Hello, i'm having trouble selecting fields in data view configuration. this is the training screenshot mine is different, i can only see "time entities"
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Can I create 2 dynamic selection entity based on cube in screen or dataflow?
Hi all, I want to know that, can we create 2 dynamic selection entity based on cube in screen or dataflow? For example : Entity A, Cube A, Cube B I want to make : Select Entity A based on Cube A Select Entity A based on Cube B Is it possible if the scenario should be like that? Thank you.
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Module 203: Section 14
where is says "add a tab object to the screen", so I've added a tab container, and it doesn't seem to work. I've been able to add a Units Data view object and a Sales Data view object, but the tab container doesn't seem to interact with them at all. I've tried dragging every which way within it, but no reaction from the…
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SCIM/SAML Provisioning No Longer Updating Users Automatically
To successfully update a user's access in the Board Application by replacing their existing AD group with a new one. The following steps are followed. Step-by-Step Process 1. Remove Existing AD Group • Sync to Microsoft Entra ID occurs within 15 minutes. • The SCIM provisioning job, which runs every 40 minutes, updates the…
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Multiple position selection in Menu Object
Hi all, it would be great to have a multiple position selections in the Menu Object. That would allow us to combine different positions (folders) within one Menu Object. Feel free to reach out if you have any further questions. Kind regards, Atilla
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Level 200: Module 209 Expense Planning Upload
Hello, I am having trouble on Section 17 Build the Expense Actuals Screen and make adjustments. In the Expense Actuals screen, I am not able to retrieve data when after performing these steps. My screen looks like this instead for both the GBP and LC tabs. Data is not retrieving as below. I followed all the steps prior to…
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Problem Loading images with Data entry
Hi everybody, I’m currently struggling to upload some images into a BLOB cube. I already have a cube containing different items, and I’d like to associate each item with its corresponding image. To do this, I created a BLOB cube with the same dimensions as the original one. Then, in a Data View, I tried to enable the Data…
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Flex Grid Totals on collapsed groups
Hi, any how to show subtotals on collapsed groups in a flex grid and in general to show totals when expanded?
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Encryption of data sent or received from Board
Encryption of data sent or received from Board via SFTP / Azure Storage in flat files
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Flex Grid Algorithm / and Grand total
Hi, I have another flex grid question. I have created an algorithm in a flex grid (PIVOT mode) when adding an entity to columns it doesn't do the calculation anymore. Any idea why that is? second question: How can I show a grand total in the PIVOT mode? Thanks, Maik
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Year-End Value While Retaining Month Drilldown
Good afternoon, I am trying to create a graph that displays the year-end value. At the same time, I want to maintain the ability to drill down by month and see all the preceding monthly values. Does anyone know a method to achieve this in the graph? Thank you.
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Color Alert
Hi, I would like to apply a color alert. I have created an true or false formula which is used in the color alert. when I have true or false formula unhidden the alert works but not when it is hidden. Any idea what I am doing wrong?
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Problems with Sparsity Optimization
Are there known issues with the sparsity optimization in BOARD. We carried out a sparsity optimization and afterwards the entries of the cubes (before the optimization and after) no longer matched.
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[Resolved] Level 200 formation - Link / Adress of board environnement
Hello, I have begin the level 200 formation and I have a board environnement for a month. I have wanted to finish this formation during my vacations but I have not acces to my pro pc (I have also not acces to my pro mail). I thought it will be not a problem because Board academy works on my personel computer but I have…
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Ability to change Entity Codes en masse
This has now occurred for two clients in the past few months, so I thought of posting this idea for consideration. In both cases, the clients moved from one ERP system to another; and updated the GL Codes or Item Master codes - and the expectation is that Board will use the new codes and historical data in Board is not…
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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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Board Scheduler
Hello, It's my first time trying to schedule a nightly procedure run. I'm on board 12.6 and I'm having a hard time finding the scheduler in system admin portal. I will appreciate any resources and/or screenshots on how to locate the scheduler and schedule a nightly procedure run. Thanks, Walter
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Flex Grid - Opening fully collapsed
Note - Ignore this, found the solution! Is there a way to configure the flex grid so when you load the screen it loads fully collapsed to enhance speed?
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Clarification on “Max Item Number” when creating an Entity
Hello, I would like to ask for clarification regarding the Max Item Number option when creating a new entity. When the Max Item Number is set to Auto, what exactly does it mean? Does the entity accept an unlimited number of members? Or is there still a hidden system limit that we need to be aware of? I want to better…
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Level 200: Module 204 - Build Cubes for sales data
I am having trouble setting the structure when creating a cube. It looks like my screen looks a bit different than the screenshot in the training. I'm not able to move forward after filling out the Name, Group and Data Type. Please let me know how I can proceed.
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PDF Export of Entire Data View
When exporting a data view with multiple rows that require scrolling, all rows should be included automatically in the PDF export. Currently, the workaround requires selecting the data view as a separate print area, which creates a page break between areas in the PDF.
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Export to Excel - Group By Entities on Flexgrid
Currently, when entities are added to the "Row Group" interface of the Flexgrid object, the entites are shown on the screen as expected. However, when a Flexgrid is exported to Excel (with flattening applied), the "Row Grouped" entites are not on the exported screen by default. By default, when an entity is added to the…