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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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🎓New Academy Course: Introduction to Data Modeling OnDemand
A new way to learn Data Modeling is here! We're excited to launch Introduction to Data Modeling OnDemand, our new dynamic, video-based learning experience that replaces the existing L200 Instructor-Led Training. As part of this transition, L200 will be sunset on August 15, 2026. From that date onwards, learners should…
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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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US Economic Outlook: July 2026
U.S. manufacturing has outperformed expectations during the first half of 2026, but the recovery is not happening evenly across the industry. In the July Manufacturing Outlook, Board Senior Economist Matt Hillman examines the growing divide between core manufacturing and consumer-linked manufacturing, explaining why…
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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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Board Support Resources: Sign in to learn more
The Support category here in Community is a great place to get started when you like self-serve options for fast answers. Learn more here: ➡️Your feedback informs our roadmap. Tell us about your Community experience! ❓️What else would you like to see? Drop us a comment. ✅Check out more from this series to maximize your…
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The Future of Planning Isn’t Another Chatbot: Board Introduces Supply Chain and Merchandiser Agents
New AI Agents deliver continuous, governed planning decisions — intelligence connected to a continuous plan, not isolated answers BOSTON — June 24, 2026 — Board, the AI continuous planning platform, today announced the availability of its new Supply Chain Agent and Merchandiser Agent, expanding its growing portfolio of…
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Flexible by Design, Successful by Discipline: Getting Board Implementations Right
Featuring: Lucas Charello, Senior Board Consultant at Kiwika and Community Captain. One phrase comes up often in Board EPM sales conversations: “You can build anything you want.” It reflects one of Board’s greatest strengths, but without the right discipline, that same flexibility can become a source of complexity. Board…
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The Board Community Experience Survey 4.0 is here!
We want your feedback! In an effort to keep the Board Community growing and thriving, we're reaching out to you, our valued members, for your thoughts and recommendations for taking our Community to the next level by taking part in version 4.0 of the Community Experience Survey. This brief and anonymous 10 question survey…
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Value Realization with Kevin Gough
Featuring: Kevin Gough is a Customer Success Manager and Community Captain at Board. Value realization over time isn't accidental. It's intentional. This month, Kevin Gough is here to talk about how he's seen customers maximize value in meaningful ways. Operationalize early Invest in internal champions Prioritize depth…
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🎓Discover What’s New in Board 15: A Customer Guide to the Latest Innovations
Are you planning your move to Board 15 or looking to learn more about its newest capabilities? We're excited to reintroduce our customer learning course, Getting Started with Board 15: What's New for Customers, a great resource designed to help you understand the latest innovations in Board 15. You may recognize this…
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Monthly Customer News Update - June
The Continuous Planning Edition The pace has changed. Your planning should too. Whether you’re managing volatility, scaling operations, or trying to reduce spreadsheet chaos before it evolves into an unofficial operating model, planning can’t wait for perfect conditions anymore. This month’s edition explores how…
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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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Automating Daily Sales Visibility with Board’s ‘Send To’ Feature
Featuring: Karry Schupp, Senior Financial Analyst for DH Pace Company and Community Captain. ERP transitions often create reporting challenges, especially when critical data exists in both legacy and new systems. During our transition to a new ERP platform, Board helped us bridge that gap by consolidating data from both…
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June CommunityCast and Monthly Mission
🚣Summer is approaching rapidly but the June CommunityCast and Monthly Mission are already here. May was rich with content and two particular additions to Community we think you should check out - learn more about those in the video below. Here are your one-minute, Community updates this month: Many thanks to to May's…
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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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2026 Community Captains
📢 We'd like to extend a warm welcome to our new 2026 Community Captains! Your contributions to the Board Community strengthen learning, model excellence, and reinforce our shared commitment to accelerating growth. ➡️ Follow along to watch this list grow throughout the year! 🙌 Welcome back to our returning Community…
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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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Calculating the Row Total
Hi all, Is it possible to get the row total of an algorithm data block? When I use the rt() formula for data block d (see table below), it seems it's getting the total first of the factors before multiplying them instead of just summing up the result per month. Layout Row: Client Column: Month Data Block Data a Value b FX…
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Can I have an alert on both the block and the figures?
Wanting to have the block change to a light red while the figures go dark red when the numbers go negative.
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Charts - Labels
Hi, I have a waterfall chart. How can I make my negative variances formatted in parentheses? For example, -5 would be (5). Thanks, Chris
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Advanced Smart Import
1. ABSTRACT The Smart Import object facilitates the upload of data (master data, transactional data) to Board. Before, Dataviews with line number entities or CSV blob cubes with export/import procedures were required to upload the data. In addition, a complex check logic (if implemented at all) was required to detect wrong…
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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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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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Dynamic Map Legend Based on KPI Range
Hi everyone, We're looking for a way to generate map legend ranges dynamically based on the actual KPI values displayed on a Board map. The KPI is a calculated metric used in the map. The goal is to determine the minimum and maximum KPI values across all displayed territories and automatically create 5 equal classes for…
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Cube Extract Error
Hi Anyone an idea what that means or where i could look up error codes? The procedure failed while executing: 2. Extract cube Comments: Object reference not set to an instance of an object. [CorrelationID: 9b8f6632-92c7-4c03-bfb0-73f4b7d1663e]
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How to display the unbalanced hierarchy in the collapsed view in the dataview?
Hello Board Team, A client has an Account entity set up as Unbalanced Hierarchy. They have a simple dataview with 1 block using a cube with actuals, and they want to display Account entity in rows in a collapsed view: e.g. to show "+ 1P SVOD line" by default, and when end-users click on it, 3 revenue sales lines show up,…
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Do datapickers work with fiscal offsets?
I have a datapicker that references a cube that stores diluted shares by fiscal Year. When I try to do a trended P&L, where I duplicate the P&L cube and apply time functions for previous years, everything works except for the datapicker row, even though the cube it's pulling from is dimensioned by the appropriate fiscal…
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Dynawrite, the user clicks W, DOWNLOAD, the 'Oh no!' error appears
I am tired of seeing this bloke changing the lightbulb. Can anyone provide a solution? The user clicks the W, the pop up appears, they click DOWNLOAD. Next the 'Oh no' message appears. HORRIBLE WORKAROUND: In the pop up, click MORE. Deselect a Dynawrite object (but you don't know which one so you must do this several times…
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B14 Level 200: Environment Issues
Hi Everyone, I have the following issues with B14 Level 200: 1)I cannot find the relevant files to populate the entities (like Porduct, Material, etc…) 2)I cannot access Admin Portal (I get the errore PAGE NOT FOUND) Can anyone help please? Bests Gianluca
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Academy B14 204 - Data not loading appropriately
I've followed the steps closely but can't seem to get the data to load in the data view as it should. The Units and Sales data reader correctly records 13k valid records, and Location, Material and Product data readers are all fine too. Very confused as to what's wrong
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Level 200, Module 204: Create cubes for sales data
Hello everyone, I’m currently stuck at a step in the training and could use some help. According to the training material, after populating the entities, I should create a sales data cube. However, I can’t find an option to create the cube. The only option I seem to have is to copy an existing cube, so I suspect I may have…
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Course B12- 204 Cannot locate files
Hi Everyone, I am in the course 204 lesson 5. When I try to set the Data Reader with the Path C:\Board\Dataset\Hierarchies and Data i cannot file any file (I tried different patterns like *Product Trees*.csv, *Product Trees*, * Product*).
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How to use advanced SQL statements to Bulk Insert in SQL table
*NEW—Includes video demonstration. Build Along with Board Follow along as we provide a demonstration to further illustrate the basic principles shared in the step-by-step guide outlined below. Quick view 9:48: Use Case 1—Using Filters 15:50: Use Case 2—Convert Date to Datetime 21:54: Use Case 3—Handling NULLs 1. Abstract…
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Board 15. Integration Board Cloud with Microsoft Fabric
I read a post in this community related to connection of Board on premise to Microsoft fabric. I've intended that there is no data store in Cloud connector that allows you to connect Board natively to Fabric. What could be the best method to use? We need to read from Fabric and write back to it.
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Dynamic File Name based on Entity Member.
Hi Guys, I am exporting a layout to the server, and I need the output file name to be dynamic based on the selected entity member in the procedure. For example: If the Data Category is Entity and the selected member is Actuals, The generated file name should be: Actuals_Report.csv Could anyone guide me on how to achieve…
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How to refer any particular cell or range of few cells irrespective of entity codes in nexel?
Hi Team, I am facing an issue with nexel function, I have table with two blocks with month as column Now i am trying to refer the 1st cell of the 1st block which means in Jan column to 1st cell of second block in the same way i need to sum of all 12 months and display it in 2nd cell of the 2nd block Now I can easily do…
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Master Layout selection - Substitution formula
Hi I have screen with multiple tabs. I made a selection on the Master Layout and all other tabs / layouts adjust to my selection. Is it possible to show in a label what i have selected? similar to substitution formulas? Thanks Maik
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Detail by Month, adjoining blocks
So this is my desired output in terms of how the columns are ordered. By MONTH: Actuals Forecast Variance I tried seemingly every which way to get this achieved result, and the only way that "almost" works is doing detail by for all 3 blocks, but adding "order" and keep top 3, for all 3 blocks. But ascending in this…
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Level 300 : Module 303 Functional Test Mismatch in numbers
Hello Board Team, I am getting different numbers for Functional Test Question 4 I think even after selecting all the countries the data doesn't change since the default selector for country has UK selected the data is shown for UK and after resetting the selector for country the data doesn't change first image has UK as…
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Flex Grid Configuration Issues : Locked Cells and By Column properties issues.
Hi everyone, I'm trying to recreate the Flex Grid layout shown in the screenshot (I've hidden the cube names, hopefully that's not an issue). In Cube 3 (Block C), I enabled Data Entry and set Detail By = Column: Month. Data entry is locked by Condition Block G, which is an algorithm also configured by Month. Due to the…
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Co-Innovation in Action: Designing the Next Generation of AI Experiences
Last week in Paris, we brought together customers, partners, product leaders, UX designers, solution experts, and AI specialists for a three-day AI Design Innovation Lab focused on focused on how AI can help organizations plan, adapt, and decide with greater confidence. The goal was not to discuss AI in theory. It was to…
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Error when using a data reader called via ODBC SQL Server Driver in a board procedure
Hi everyone, I don't understand why I'm getting various error messages in the log files of a procedure when I access our SQL Server using a DataReader. Here is a detailed description of the problem: Errors are being written to the log files even though the data reader is reading the data correctly. The error does not occur…
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Conditional formatting of data labels in the Waterfall Chart Object
Hi everyone, I'm working with the Waterfall Chart Object and I'm trying to apply conditional formatting to the data labels (the values displayed above each bar). My goal is the following: Positive values → label displayed in green Negative values → label displayed in red For example: +200 → Green label+180 → Green label+30…
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How to calculate the data among the entity members of same entity
i have a entity called "Test" members of its entity are Test1, Test2, Test3, Test4 Now i need to do a calculation such that Test1+Test2-Test3 and store this value against Test4. can you please help me in this. Thank you for support
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Cartesian bar chart, bars move too far away from the x-axis when there's a slight negative number
The negative amount in this case, is that tiny green sliver in FY22, FY23, and FY24… but it moves everything so far away from the x-axis that it looks jarring. I can't find a workaround here that will be dynamic for several users, using the same screen.
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Substitution formulas in column headers are inconsistent, and break sometimes. cannot figure out why
Here are some examples: In the main layout this works fine, but in a drilldown, the substitution formulas break. Here's another example: "@Version total" should be "FY26 Forecast (Apr) total", but I have other screens where I have the same setup, but it totally works If I can at least understand why it breaks, I might be…
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Level 200 – Could you please extend the expiration of the training environment?
Hello,Unfortunately due to time constraints, I will not be able to complete the Level 200 training I started within the allotted period. Would it be possible to extend the instance? If not, please reset the training environment after it expires. As for my progress, I have completed the course up to Module 204. Thank you.