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🎥 Recordings & Replays are now available in the Board Community!
Looking for a session you missed, or want to revisit useful Board tips and insights? Recordings & Replays are now available in the Customer Success Hub, giving you one place to easily find and watch sessions on demand. Explore recordings across topics including: ⭐ Customer Success Spotlight 🚀 Board Platform 💡 Build Along…
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Board 12 End of Support: Key Dates and Upgrade Guidance
Since the release of Board 12.6, Board has continued to support the version while also introducing newer generations of the Board Platform. Board 15, the most recent release at the time of publication, represents a significant step forward in the continued evolution of Board technology—offering an enhanced user experience,…
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🎥 Board TechTalk Replays Are Now Live on Board Academy!
We’re excited to share that a complete repository of this year’s Board TechTalk replays is now available on Board Academy. Tech Talks are designed to keep our community connected to the latest innovations across the Board platform. They bring together product leaders, solution experts, and technology specialists to share…
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US Economic Outlook: August 2026
Beyond the Strait of Hormuz: What the Disruption Revealed About Global Trade The Strait of Hormuz became one of the most closely watched trade corridors of 2026. While much of the discussion focused on energy markets, the disruption revealed a broader story about how global trade responds during periods of geopolitical…
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Customer Self-Sufficiency with Robin Salk
Featuring: Robin Salk is a Customer Success Manager and Community Captain at Board. Self-sufficiency helps customers move faster and make more informed decisions. When you can build reports, update models, and analyze data independently, you can respond to changing business conditions and priorities without waiting for…
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New Process for Accessing Board Software Installers
📢 Announcement: We are updating the way customers with on-premise deployments access Board software installers. Installers for Board versions B12 and B14 will continue to be available through the Community. ➡️ To access the latest B15 versions and patches, please open a ticket with Board Support and specify the version and…
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Board's Latest Release Advances Continuous Planning
By: David Marmer, Chief Product Officer, Board Board's Latest Release Advances Continuous Planning with More Capable AI, Connected Planning Experiences, and Enterprise-Ready Governance Earlier this year, we introduced Board Agents, a new generation of domain-specific, persona-based AI designed to help finance and…
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August CommunityCast and Monthly Mission
🏖️Happy August to all our new and returning members! July was a great content month for Community, along with a few user experience additions that we'd like to highlight, so make sure to check those out in the video below. Here are your one-minute, Community updates this month: Our thanks to to July's participants, @Holly…
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🚀 Now Available: Board 15.1 Overview—What’s New for Customers
Discover what’s new in Board 15.1! Our latest course is now available on Board Academy. This training provides an overview of the key features and enhancements introduced with Board 15.1, helping you understand what’s new and get ready for the latest release. 📚 Start the course here: Board 15.1 Overview: What's New for…
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New Feature: Follow Members and Stay Connected to Conversations That Matter
Community is strongest when members can easily find each other, learn from one another, and keep up with the people who inspire them. That is why we are excited to introduce member following, a new way to stay connected with the people whose contributions, questions, and ideas matter most to you. What is member following?…
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Monthly Customer News Update - Summer
The Summer Edition Leave a few things behind this summer. Before planning season picks up again, take the opportunity to shed what slows you down: manual work, unnecessary complexity, outdated assumptions, and unanswered questions. This edition explores how Board customers are using AI, simplifying planning, and preparing…
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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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📢 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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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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Where and how to ask a question? 🤔
Have a question? Let´s see our options - Forums and Support Portal: Forum = inviting everyone to participate in the solution Support ticket = creating a formal request of help for a specific issue Speaking of Forums, it’s important to know the distinction between the two main of them in the Community: Platform Forum 📊 This…
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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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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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Missing File Data Reader
Hi Everyone, I have the following issues with the replacement of Level 200 Introduction to Data Modeling OnDemand: I cannot find the relevant files to populate the entities (like Working Hours) Regarding the file, I’m referring to the CSV file that will be used to populate the Cube Working Hours. I’m trying to configure…
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Extracting Cube Structures, Entities (descriptions), Relationships and Procedures data
Hi Team, Is it possible to extract the meta data of cubes (its structure), all the available procedures (data model + capsule procedures) with the steps in the json or xml or any other format. How to extract it from the Board application?
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Printable Report Export Not Working in Board 14.3
Hello everyone, We are experiencing some difficulties when exporting a printable report in Board 14.3. I would like to create a PDF file, but unfortunately, when I select "Export Printable Report" > "PDF" from the top menu, the configuration window does not appear and the screen freezes. All I can see is a loading…
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Waterfall Chart with text cube in X - Axis
Hi Everyone, I need guidance on creating a dynamic day-level waterfall chart in Board. I have a cube storing daily cash data by Day and Business Unit, along with two additional cubes storing major movement amounts and commentary at the same level. The requirement is to dynamically display the movement commentary along with…
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Is there a function where Board can spit out an audit type report of a list of all the screens
Is there a function where Board can spit out an audit type report of a list of all the screens in a capsule? We're in the process of doing detailed documentation around logical access, etc. and these types of audit reports are very helpful for some of the admin tasks we need to do.
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Integrating Board with Databricks
1. Abstract This guide explains how to integrate the Board platform with Databricks across different deployment scenarios. It focuses on two primary connectivity approaches: JDBC-based integration via Hybrid data pipeline for Board Cloud environments, and ODBC-based integration for Board On-Premises installations. The…
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Decimal values are incorrectly processed in text algorithms
Hi, I need to lock/unlock the data entry based on configured thresholds, therefore I need to work with decimals (stored in a cube) in text algorithms (input data validation rules for data entry in data views), but this leads to problems, because they are incorrectly processed and because of that its not working - see…
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How to display calculated TOTAL row value in a Label
Hello, when I copy the following data view into a label, the label shows -100 instead of the aggregated TOTAL result (-13.64%). Current Month and Previous Month values are generated using month selection flags, so I need the aggregation on month level. How can I display the TOTAL value (-13.64%) inside a label?
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Level 200 - Training environment expired
Hi, Unfortunately 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 like you to reset the training environment. The email…
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Restricting the disabling of sorting on column in flexgrid
Hi Team, I have a flex grid object, there i am using a multiple sorting on it, If i click once, it changes to ascending order ↑ If i click again, it changes to descending order ↓ If i click it again, it removes the sorting order. it exceeding the no. of clicks so, here customer don't want to remove the sorting on the…
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Board 15.1 is here! 🚀
We're excited to announce the release of Board 15.1, bringing major enhancements to Board Agents, Operational Forecasting, the Board for Microsoft 365 Excel Add-in, and the Platform, with a strong focus on enterprise AI, planning productivity, and user experience. What's new in Board 15.1 Smarter and more powerful Board…
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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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How to subtract two totals from different layouts?
Hi all, I am currently working on a report/dashboard and need help with a calculation.I want to subtract a total value found in one layout from a total value in a completely different layout. Could you please guide me on how to achieve this? Kind regards, Adam
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Access for the training Instance
Hi, I completed the Board Academy L100, L200, and L300 trainings approximately six months ago. As I am planning to take the BoardDeveloper Certification Exam, I would like to refresh my knowledge and get some additional hands-on practice.…
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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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30 June 2026 15.0.0.3.568055
We are pleased to announce that a Board 15.0 (V 15.0.0.3.568055) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Procedures Broadcasting Charts Drills Rules Unbalanced Hierarchies Read more details about the most recent bug fixes. Changes…
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26 May 2026 15.0.0.2. 545137
We are pleased to announce that a Board 15.0 (V 15.0.0.2. 545137) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Board AI Agents Substitution formulas Cubes Procedures Dynawrite Read more details about the most recent bug fixes. Substitution…
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27 April 2026 15.0.0.1.522641
We are pleased to announce that a Board 15.0 (V 15.0.0.1.522641) update is here! Find the installer links on the 15.0 downloads page. Patch Highlights: This update includes bug fixes related to: Data View Flex Grid Localization Procedures Selector Read more details about the most recent bug fixes.
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Advice needed on how to manage 2 reporting periods in a Board application
Hi everyone, We have the following situation. Our client has multiple companies, 2 companies have the reporting period from February until January, and the 3rd company has a regular reporting period, from January until December. Currently, we set up 2 Timelines (entity called Cluster Timeline) and it appears in the master…
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e-mail subscription error
Good morning Since a while the e-mail subscription tool is not working anymore for anyone on my company Board Platform. The page couldn't be open and the subscriptions are not working anymore. Trying to access it gives back the unhandled error that follows: at…
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Hide Total Column or Grand Total Column in Data Views
Hi, I’d like to hide the “Grand Total” column on a screen. The sum across multiple years doesn’t make sense. Unfortunately, I haven’t found anything so far that helps me with this. Some of my colleagues have also encountered this use case in other projects and were unable to resolve it. Can you help us? More details are…
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How can I correctly display a revenue ratio?
How can I correctly display a revenue ratio (costs as a percentage of of revenue) in Board?No matter what I've tried so far, as soon as I have row and column totals, the ratios for the totals are not displayed correctly. I used a cube without an account entity, into which I only wrote the revenue. I used the original cube…
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Data reader - new master data members got an arrow as a prefix
Hi everyone, I built a data reader that pulls master data from SAP and when I ran it last time new records got this prefix, either 1 or 2 arrows. Can anyone advice on how to fix this? Should I clear the entire entity and try again or do something else?
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Which business challenge would you most like to see Board Agents help your organization to address?
Board Agents can support a range of planning and analysis workflows. We would like to understand which business challenge is most relevant to your organization so that we can share more useful examples and resources.
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Quick Configuration Wizard
How or where I can download/access the Quick Wizard File for FCR 2.0? Also is the quick configuration wizard restricted to depicif FCR versions? As a new user with a fresh FCR Environment I want to load meta data via wizard but I can't find it in the azure or from export from wizard file, I checked in batch loading folder…
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How to Implement Dynamic Image Management
1. Abstract Board Image Cubes provide an intuitive and user-friendly way to upload and preview images within an application. However, storing image binaries permanently inside the Board data model is not recommended for medium and large implementations because it increases application size, impacts backup and deployment…
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Six Months In: What We're Learning from the Board Idea Exchange
Six months after launching the new Board Idea Exchange, the Community continues to actively share ideas, vote, and engage in discussions. With more than 100 new ideas submitted, growing collaboration through comments, and ideas progressing through every stage of the review process, we're receiving stronger signals about…
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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