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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 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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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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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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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
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 select pre-defined custom periods. 2.…
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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 - 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…
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Board 14 Upgrade Logs
Hello everyone! Keith Crosslin here. I’m a Board Customer Success Manager for Board Switzerland. Often, when I talk to customers about the possibility of upgrading to Board 14 (B14), they ask me what other customers are saying about it. To answer that question, I interviewed three Swiss customers who shared their…
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Is it possible to use an RTF cube as the body for a Broadcast email?
Hi! I'm working on a Broadcasting module for a solution and I'd like to let certain users create the body of their emails using data entry. I've always done this with text cubes in the past, but I was wondering if it was possible to do the same with an RTF cube - since the Body editor in the Broadcast area appears to…
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Parameterized Query in Data Reader/Drill Through
Hi Team, We have a business use case in a Strategic Customer project for an Actual vs Plan Report. • Business users would like to use the ability to drill through and view the actual amount breakdown by Document Number. The Data source is SAP HANA and the data is available at a Document Number level via a View. • The HANA…
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How can I transform this formula into dataflow procedure?
Hi all, I have this excel formula like this one : INDEX Price from KSB1; MATCH By Cost Center and By PN Material Consumed MAXIFS(By Period; By Cost Center; By PN Material Consumed; Period Between Actual From and Actual To) So how can I achieve this value by using dataflow procedure? and how it should be of my cube…
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Split&Splat functionality extension to even/repeated distribution
Hi, I wish to have the split&splat functionality broadened, so it is not only able to split values according to the existing proportions, but have the ability to repeat the value, or to spread it evenly onto all leaf elements that are open for data entry. It would be excellent if developers could set what kind of…
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Unable to access the screen "Screen already in editing"
When I am trying to access the 'Sales Data Upload' scree, It is showing a pop up "Screen already in editing". There is no screen opened, I logout and login. Although, I am unable to access that screen. Please anyone can help me to resolve the issue?
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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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Adding Percentage % option for data label in Waterfall chart
Hi BOARD Team, When we use waterfall chart, we can only display deviation in numbers. But we cannot add Percentage. Can we have selection to show number, percentage and both when using waterfall chart? Thanks
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copy & paste objects size
as happens for formats, it would be nice have the option to quickly set more objects with same size (height and width). A basic solution could be have the option "Copy size" and "Paste size" , that works like copy/paste format, in the same drop down menu A more advanced solution is that when i select more objects I can…
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Board Excel Add-in: Sort by Columns
Hello, Currently, the Board Excel Add-in supports sorting by rows, but unlike the web interface, it does not allow sorting by columns. This feature would greatly improve usability for reports that require column-based sorting. Request: Please add the ability to sort by columns in the Excel Add-in, similar to the…
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Align the behavior of smart import error messages for the two types of import
Hi, I would like to suggest a possible improvement for the smart import object. As for now, if I import data copying and pasting from an excel file, I see detailed error message with the causes of any errors, also highlighting the cells where problems were found (example below). If I import directly an excel file, instead,…
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Extend level 100, 200 and 300 due date
Hello, My instance 100, 200 and 300 will be deleted on 6, 9 and 14 august. Could you please extend these until the end of the month ? Many thanks in advance.
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August CommunityCast and Badge Opportunity
🌞 Summer is zooming on by and we hope you're having a great one! The Community team has been busy as always so be sure to check out what we've been up to. Here are your one-minute, Community updates this month: 💪 Thanks to all our July participants, it's always great to get your feedback. @Helmut Heimann, @Nico…
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dd/mm/yyyy in the IDP/Subscription Hub please
North American style dates mm/dd/yyyy is very confusing. I have to translate it in my head when I read them. They are also more difficult to sort/filter in Excel. Can we have an option to change the date format to dd/mm/yyyy please, for on the screen in the IDP and in the output from the Export and Audit buttons.
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Level 300 : 305 Functional Test
As far as I can see, I have completed all config as per instructions and I have gone over them to recheck and confirm. I am however missing data on the first question in the functional test. The test suggests there should be data for products Classic, Double Halo and Grey Pearl Stud as below. I however, only have data for…
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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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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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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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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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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…