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Introducing the New Board Idea Exchange
The Board Idea Exchange is where Board Customers, Partners, and Employees share ideas, provide feedback, and help shape the evolution of the Board platform. It’s a central space for proposing enhancements, discovering what others are asking for, and engaging with ideas that impact how you work. We built this portal to…
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February CommunityCast and Monthly Mission
💗 Welcome back to February's Monthly Mission. January was a content-packed month with the Community blog publishing a number of posts covering a range of topics. We've also implemented several user experience updates that you can learn about in the video below, and geared up for February's launch of the new Idea Exchange…
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Scheduled Infrastructure Update for Board SaaS Instances
Dear Board Community, We would like to inform you that we will be carrying out required planned infrastructure maintenance on Board SaaS environment in the coming months of 2026. This activity is required as part of our ongoing efforts to maintain a secure, stable, and up-to-date cloud platform, including the replacement…
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🎓 Introducing the New Academy Interface
We’re excited to share the launch of the new Academy interface, designed to make learning easier, faster, and more intuitive. What’s new: Seamless access to all learning formats On-demand courses, certifications, and instructor-led trainings are now accessible through a single, streamlined experience. Direct access to key…
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DOWNLOAD NOW! Take on Board 2025–2026 Report: Your Feedback in Action
Those that have met me can appreciate how ensuring that Board remains customer-driven is so important to me and everything we do. To that end it gives me great pleasure to announce the second edition of Take on Board – Customer Experience Report 2025–2026 which is, yet again, — built entirely on: your feedback. Over 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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Status Page New Feature: Delegated Technical Contacts
We’re pleased to announce the availability of Delegated Technical Contacts (Self-Managed) on the Board Cloud Status Page. This new functionality is designed to help customers—especially Board partners—ensure that the right technical stakeholders stay informed about incidents, maintenances, and service reliability, while…
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From GCR to FCR: A Name Change That Reflects How Finance Teams Work
Names matter, especially when they describe how finance teams actually work. That’s why we’re making a small change that better reflects how many of you use Board. As of today, we’re renaming our solution area from Consolidation and Reporting GCR (Group Consolidation & Reporting) to FCCR (Financial Close, Consolidation,…
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Board Collaborates with Microsoft to Bring Agentic AI Into the Core of Enterprise Planning
Domain-Specific, Enterprise-Ready AI Agents Support Continuous Planning Across Finance, Supply Chain and Merchandising Boston, MA — January 21, 2026 — Board, one of the leading Enterprise Planning Platforms, today announced the launch of Board Agents built on Microsoft Foundry. Board Agents deliver an intelligent suite of…
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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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January Economic Outlook: Inside US Manufacturing Shifts
The US manufacturing sector entered 2026 under pressure—but the headline numbers don’t tell the full story. Conflicting PMI signals at the end of 2025 point to something more structural than a simple slowdown. Our January outlook breaks down what’s really happening beneath the surface: a two-speed manufacturing sector…
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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. https://player.vimeo.com/1163691677 1. Abstract Rules applied to an Entity are widely used in Board to support aggregation logic within reporting structures. A common…
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Part 1: Agentic AI – A Paradigm Shift for Integrated Business Planning
How different would your business look if your planning tools could anticipate your next move? ➡️Part 1 of our two-part series on Agentic AI is here, and it’s set to shake up how organizations think about Integrated Business Planning. This first installment explores the paradigm shift underway and what it means for the…
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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. https://player.vimeo.com/1105912052 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.…
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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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Training 303
On the training 303 there are steps to choose Select Version Status. But I cannot find that entity? any clue?
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Custom Time Entity
Hello, I am looking for the best solution to define a custom time entity. For example, I would like to select: last 3 completed months, last 6 months, and last 12 months. The goal is to see the same cube three times in a data view with the respective reference to the 3,6,12 closed months. The whole thing should be…
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Drill Down / Anywhere Configuration Best Practice (Code + Description)
We have a Profit Statement Report that has Reporting Account by row (1st screenshot). It is currently configured to only show Description for this entity, and we do not want to change it to Code + Description for internal reasons. However, we want to give users the ability to drill down / anywhere into the following three…
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Transition container not showing dataview with yearly cumulative value. Potential bug?
Hi Board Community, When using a Transition Container, a Data View configured with Yearly Cumulative Value (YCV) behaves inconsistently between modes. In Design mode, the YCV Data View sometimes displays values correctly. However, in Play mode, the same Data View renders completely blank. Other Data Views within the same…
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B14 203: ACT - Units and Sales Data Reader problem
Hello, I have a problem in the section mentioned above. There is one records not loading. I have already cleared and reloaded the Entities and also the Cube. How can I find out what is causing the issue? Can i somehow open the log file? Thank you in advance, Carolin
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ALM Transporter Package flags procedures that haven't been changed
Hi, We have recently upgraded to 14.5 (Revision 0.0.447261) in our on-prem environment, and we are experiencing an anomaly with how the transporter package works. When we compare two environments, we are getting flags for procedures that have not been changed. The log for all of these cases just says "Steps". We know for a…
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Level 300 Part2 when it be available
Hi Team, I have completed Level 300, Part 1. When is Part 2 available? Thanks & Regards, Muralidhar
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Level 200, How 6D data stored in 7D??
I understand the calculation logic but why we select calculation domain > extend > Version(enable)?? can anyone please explain this concept or provide any reference page to understand it.. How FX rate works?? How it is always selecting GBP data ?? what if we need to test it for other currency like eur ?? Thanks in advance 😊
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Cannot reconfigure the Board 14 Mailer service under IIS
Hello, I have a Board on-premise instance (V14.4) running on a Azure virtual machine (operating system: Microsoft Windows Server 2016 Datacenter) using Microsoft IIS. The server is running well (thanks these instructions https://community.board.com/discussion/17975/how-to-setup-microsoft-iis-with-board-14-web-server ) and…
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Flex grid /Data view updates?
Hi! Is there a post or discussion around upcoming Flex Grid updates? A few quality of life things I’d appreciate: divide by block header substitution formulas Column header wrap text Row totals and column totals (this is the most common question I get when walking planners through a flex grid object) And then, on the flip…
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How to address common challenges in developing Board presentations
1. Abstract Board Presentations enable users to transform governed reports and dashboards into interactive, shareable slide decks within the Board environment. While the feature provides flexibility and real-time data interaction, users may encounter practical challenges during creation, maintenance, and distribution.…
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Level 300, Module 306 inIndirect Global Expense Planning screen data entry not enable for all months
Hi Team, In Indirect Global Expense Planning screen only data entry enabled for Jan - March months only. If i am selecting "FCST 9+3" in version Entity data entry enabled for Apr to Dec months but Jan to March months data entry disabled. what could be the issue ?
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Struggling with the REST API
Hi, I would like to use the REST API in Board to access it outside of Board. We are currently still using version 12.6.2.88217, but will soon be updating to Board 14.5. We have an on-premises installation. I have read the following documentation on this topic: https://help.board.com/docs/the-api-queries-section…
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SAML on premise
We use Board on premise and want to use SAML. For the Web-Client it works fine, but we are struggeling with the SAML activation for the office plug in. I can't find any decent documentation.
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I’m stuck in Functional Test Question 1 for Level 300, Module 305.
I have reviewed the steps multiple times, Classic is not visible on the Sales Planning page. I have checked temporary cubes in New product planning data procedure and data flows everything correct. What could be the issues?
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export a dataset to a location other than the C or Z drive
Hello, Do you know if it is possible to export a dataset from a CSV file to a location other than the C or Z drive? My goal is to send a CSV file directly to a data warehouse on another cloud. Thank you for your response.
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Trigger send email notification after running procedure with log
We are triggering Board procedure as part of the nightly process that runs every day to update data. Is there any way we can trigger last step to send out email to recipients about completion of procedure with including log
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Summary parameter "Last" doesnt reflect at higher levels
Hello All, We have data at Weeks which will roll up to Months and further to Quarter, Half Year and Full Year. We have a requirement to show the "Closing Stock" as the Last value. The Data view has all the periods in Row Axis (Not Flattened). We have tagged the Closing Stock block's Summary as Last. The data shows up…
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What is the purpose of "Position Changes" in the Data Model Transporter?
We recently executed a backup and restore of our core data model from production to non-production. Everything was aligned momentarily; However, as soon as we developed a couple new objects (cubes, rules, entity formats), the data model comparison tool exploded to show several hundred changes between environments. Of the…
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Board 14: selector issue
Hello, Following the upgrade to v14 I have the following issue: I have a selector based on CFI-valeur unbalanced hiearchy which is in relationthip with Etablissement [Enrichi] , as below: My selector is setup like this: With an admin role I see the selection as I expect (though I don't understand why it displays one parent…
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smart object not displying file upload
Hello, We have a smartobject with the file upload option check but the file upload option doesn't display (we are doing tests under 14.5): Is there another configuraiton to activate ? thank you!
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Writing data from a ROLAP cube to the Data Warehouse via procedure does not work
I am struggling with an issue in BOARD BI version 14.4 related to writing data from a ROLAP cube into a Data Warehouse table using a procedure, and I hope someone can point me in the right direction. I have a standard (non-ROLAP) measure cube that is correctly populated via a procedure. The value is calculated correctly…
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Flexgrid - Column groupings disappear when I choose multiple Fiscal Years
I have Board 14.5 Column groupings work when I'm just looking at FY25 for example: Column groups in pivot mode are: Fiscal Year → Quarter → Month But as soon as I choose FY24 and FY25, the < or > to ungroup or group disappear, and everything is displayed by month with no options to group.
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“Detail by” algorithm
I have Board 14.5 and a question about if datablock a, b, and c all have the exact same “Detail By” breakout, but c is an algorithm = a - b, is it possible to have c be side by side with a and b? So using “Detail By” for both datablocks A and B, displays details side by side which is what I want, not to display all details…
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Selection in screens with multi-data-models
We have a requirement where a single screen needs to display data views that are based on different data models. The problem is that users have to apply the same selection multiple times (for example: select the year → Data Model 1, and then again select the year → Data Model 2). Is there any workaround for this? One idea…
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B14: Where to configure which options will be available in the contextual menu in Play mode?
In B12 it was possible to configure which options will be available in the contextual menu in Play mode, but I can't find where its possible to do in B14. See the picture how it used to look like in B12.
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RANK Function Nexel
I have country names in the columns and individual products in the rows. My cube returns the number of products sold per country. Now I want it to return, for each product, the rank for country X (only for country X; the other countries are not relevant here). I have reached the point where I can use the RANK formula.…
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Level 200, B14 216: I have 2 questions from build dashboard.
1. Profit Margin & Percent of Sales Not Displaying as Expected "Despite following all the recommended steps and using the same calculation logic as shown in various tutorials, my Profit Margin and Percent of Sales values are not displaying as expected. Other measures in the report are calculating correctly. Could someone…
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B12 Level 300: Expanding Board in Your Organization Part 1
Dear team, I started level 300 part1 training last month. However, the level 300 part 1 training environment expired at January 23, 2026 and I couldn't complete it due to the time constraints because of my office work associated with "Board". I would like to extend the instance to complete the level 300 part 1 training.…
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Monthly Customer News Update - January
The Performance Edition AI, Forecasting, CX Insights & Outlook Welcome to the first Board newsletter of 2026. This edition focuses on performance: accelerating cycles, improving forecast confidence, and turning intelligence into action across finance and operations: Agentic AI, Part 2: how AI agents drive measurable…