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2025 April Badge of Impact
Happy April! This month's Badge of Impact focuses on Board's incredible Academy and the wealth of knowledge that can be gained from it. Our Academy is your go-to resource where you can find courses to enhance your skill and expertise to get results from Intelligent Planning with Board, and we'd love to get your feedback on…
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Spring forward with a Board Community refresh!
Spring is a season for change, and the Board Community is all about it! We’ve listened to your feedback and given the Community a refresh, making it even easier to navigate, find content, and stay connected. Check out what’s new: Threaded discussions: Deeper conversations, improved engagement The Platform and Academy…
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Missed the presentation of Board Foresight & Board Signals? Or still have questions?
Thank you to everyone who joined our webinar yesterday! We were excited to introduce our latest products, Board Foresight and Board Signals. Your enthusiasm for these innovative tools is truly inspiring. With AI and economic intelligence, these products are set to revolutionize Enterprise Planning. In case you have missed…
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March 2025 Economic Outlook
Our ongoing economic outlook series provides a monthly, data-driven analysis of the US economy, offering objective insights into key trends and developments that shape our economic trajectory. As a thought leadership piece, it reflects the expertise of our team of economists, who closely monitor and interpret economic…
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Your Voice Matters: Reintroducing the Board Customer Listening Program
In Take on Board - Board’s 2024 Annual Customer Experience Report we highlighted how we use your feedback to act and improve your experience with Board. I am excited to announce the relaunch of our enhanced Board Customer Listening Program! At Board, we believe that the best way to improve is to listen – really listen – to…
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Exclusive challenge for the greatest Board champions - starting at Board Beyond 2025
Hello, Board Community! We are excited to kick off the Board Beyond 2025 Roadshow, starting in the UK on March 19th! As proud Board Advocates, Board Community Captains, and Certified (Advanced) Board Developers, we know many of you are looking forward to joining us at these events. To celebrate, we’re introducing an…
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Upcoming Board Cloud IP Address Change
Please note: There will be a change that may impact customers who use IP allow lists, starting in June. What’s changing? From June 1, 2025, to September 30, 2025, we will be updating our inbound IP ranges as part of our ongoing infrastructure improvements. If you have whitelisted our IP addresses, you’ll need to update…
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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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Board Level 204, issue on the test "Vérifiez que le data reader ACT - Units and Sales est fonctionel
Hello Board community, Hope you are good ! While testing my data reader (in the second question of the test), I am not able to charge properly the test ITALY : and if I press the stop on error I have only one : I believe this is linked to sales person but I am not sure. I checked the mapping and everything looks OK but…
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Your 2025 Gartner® Magic Quadrant™ for FCCS - See how Gartner evaluates Board
We have big news to share! Board has been recognized as a Challenger in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions (FCCS). We believe this recognition underscores our commitment to delivering exceptional experiences for end-to-end, enterprise planning that includes financial…
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Level 200 - Training environment expired
Hi, Due to unforeseen circumstances 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 request you to reset the training…
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Substitution Formula in message
I am trying to use a substitution formula in a message and for some reason I can't get it to show anything. I feel like it should be straightforward but I couldn't find anything in the documentation that states something should be different when compared to a dataflow etc. This procedure is a capsule procedure if that…
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Level 300, Module 304 Question 3 Update P&L
Dear Team, I am currently working on Level 300. During the functional testing of the solution for Module 304, Question 3 Update P&L, I received an incorrect answer notification. However, I believe my response is accurate, as the result displayed on my screen matches the example screenshot provided. Am I doing something…
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Screen selections - Have 2 levels of selections (by default, for navigation)
Many screens have technical selections set by default (e.g: time, version, flags…) that should not be modified ever. Since the B14 and the change of behavior of Design Mode, we often have screens regressions leading to bugs, due to human errors. As it is now possible to save the screens selections, we can lose technical…
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Gauge marker
Hi team, the marker in the screenshot below is in the wrong position, i.e. 39.6% remaining spend should be in the grey section rather than green. Would be grateful for any help to fix this, thanks.
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Drill down to multiple screens
Hi all, I hope this message finds you well. I'm reaching out for assistance with a specific report feature I'm trying to implement. I’m aiming to create a dynamic drill-down functionality within my report. Essentially, I want to be able to select a cell from a specific column in my report, which should then navigate to a…
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How to use validation rule to avoid special characters in text cubes
1. Abstract Text cubes in Board applications serve as flexible data entry points, allowing users to input free text such as comments, narratives, or descriptions. While these cubes offer a simple interface for capturing data, they also come with a set of challenges due to the variety of text input formats that users may…
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Level 300, module 303 wrong results on funtional test
Hi all, So i finished the module 303 Still seems that there is a descripancy on variance total result, as is been flagged as wrong. Here is a screenshot of my results: What could be the problem? Thanks!
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Managing in-memory (MDB) versions of RDB cubes
Hi all, We are starting to experiment with RDB cubes, based on the ODBC connector to Snowflake. One use of these cubes would be to store specific detailed versions of some large cubes (currently cubes more than 30 or 40Gb, soon to reach 50Gb). However, since RDB cubes cannot have versions, there is no simple way to design…
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level 300. module 303 - Build the planning expansion: forecast. "Update P&L" label is missing
HI all, I need some helo here, I am following this portion of 303 training Build the planning expansion: forecast. The thing is that in my instance that "Update P&L" is missing, I checked previous steps to rule out that maybe I could skipped it but there are no previous instructions about creating that label. I can create…
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Level 300 part 1 module 306 functional question 2
Hi Team, I am off by 8 but I don´t know where. Can you help? Also my training environment expires on Saturday, can you extend? thanks
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color different tab headers with different colors
Good day, Is there any possibility to color different cards inside a dataview with different colors, currently it is only possible to use a single color for all headers. This is a critical issue for us because having different folders in the various tables it is not immediately possible to visually distinguish between…
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Setting up Broadcasting feature with a custom-built directory cube followed by a procedure
I'm trying to create a cube with email address, subject, and body filtered by a selection the report offers. Followed by a procedure.
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Is there a way to only show one direction of procedure link in Impact Analysis
I have managed to semi automate documentation of Procedure to Prodecure Links utilising an extract of the impact analysis. However I am getting duplicated entries due to the impact analysis showing. A—>B B—>A Which makes sense as if I searched on B I would like to see the connection to A and vice versa but is there a way…
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Difference between using a Rule in a Data Block vs. in the Layout below a Data Block
I would like to understand the difference between applying a Rule directly in a Data Block and using the same Rule in the Layout below a Data Block, as shown in the images. ("Conto Economico" is a generic Rule that is not related to the "Fatturato Lordo" cube, but it is used to illustrate the different ways a Rule can be…
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Enable "Flatten groups level" option for End Users in Data Views
Make the "Flatten groups level" option available to end users via a dropdown menu to select the starting entity for flattening.
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GCR Set up Structure
Relating to GCR Group Structure Set up, I have a case that have 3 consolidation node, the structure is set up as in the attached. It does not seem right since when I drilled down to the GROUP node, I should be able to see all the reporting unit from 1-20 Similarly, when I drilled down from ICO node, I should be able to see…
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Smart Import should accept the uploading of zero
Currently, in Excel if I enter a zero "0" as a value, when I upload using Smart Import, it says it is successful but no value appears in the app. It is as though Board (Smart Import) doesn't know the difference between a null and zero! This is a very big pain for us where users often need to upload zero as a valid…
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Extend instance - Level 300 Part 2
Hi team, could you please extend my instance since I had problems with 2 users to access and I still didn't get any solution back? The post I raised is 308 - Security - Unable to access the training platform with the 2 users provided — Board Community And also had a case created in the portal - Case 00144635. It's been…
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Level 300, Module 304:Functional Test Locket Product Variation
Hi team, I'm having an issue finding the Locket variation asked in the functional Test. It seems that I have a wrong number (15.52%) but I don't know how to fix it I'm attaching the screenshot of my stores selections requested in the exercise Can someone give a tip please ? Thank you in advance!
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Ai capabilities
Hello everyone, My manager wanted me to find out if board has Ai capabilities. Something similar to Microsoft copilot. If there's, does the functionality automatically come with a subscription, or clients need to purchase it? Thanks
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Upgrade Board 14.2.2
Hello all, Board writes that you should update to version 14.2.2.. Where can I find this version? On the Update page I find only the Version 14.2.1. Kind regards Stefan Batalia BI Administrator
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YoY Growth Calculation - Dataflow
Hello, I am trying to create a dataflow that would apply a % growth YoY (See example table below with 2% YoY growth). There would be a data entry say on 2025 and then it will trigger the YoY Growth calculation. I tried using the "Period by period recursion" but it is applying the % growth on MoM. Can anyone please help on…
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2025 Trends in Enterprise Planning
We are only a few months into 2025—but this year is already shaping up to be a turning point for enterprises. Considering events such as sweeping tariff proposals, or the reduction of the US federal workforce, your Monday-morning market outlook might look strikingly different by week’s end. And as economic uncertainty and…
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blob export
Hi, is there a way to export (download) files which are uploaded in my blob cube into to a specific directory trough a procedure? Regards, Jörn
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Dataflow common mistakes and best practices Pt. 2
1. Abstract The dataflow is the main action to perform calculations between cubes, it is used in all the processes of the application, therefore it is very important to know how to set up a dataflow in the best possible way, to obtain the correct results with the best performances. 2. Context In this article, we will first…
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Level 300: 305 Product and Driver Mapping Data View Object
Hi Team, For some reason I cannot see the entities in the product and driver mapping cubes. There is information in the entities, but I cannot see the options here: What has gone wrong?
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Entity Definition - Concatenation or not
1. Abstract In complex applications, we often face a situation where we have too many dimensions structuring the cubes. In such cases, it is necessary to evaluate the impacts on the usability of the application, and to measure the risks on the overall performance. In case of performance issues, one of the possible…