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July CommunityCast and Badge Opportunity
Can you believe it? It's July, and that means we're already halfway through the calendar year. We hope your year is going well, and we hope Community has played a part in it🙂. Here are your one-minute, Community updates: It was great to see your one-word B14 favorites last month. 🤩 @Helmut Heimann @Nico Weber @Akrem…
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Redefining Planning with AI Agents: The Future of Continuous Planning Starts Now
In today’s world, disruption is constant--economic shocks, supply chain volatility, and fast-evolving markets have made agility a survival skill. Traditional, periodic planning simply can’t keep up. At Board, we believe the answer is AI-powered continuous planning, a future where decisions are faster, insights are sharper,…
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3 Q's with Akrem Abdelhafidh, Senior EPM Consultant
Featuring: Akrem Abdelhafidh, Senior EPM Consultant In this installment of Community 3 Questions, we sat down with Akrem Abdelhafidh of XB4 Consulting to get his thoughts on Board 14 and its exciting features, some pointers on how to ensure success in Board, and Akrem's favorite 'This vs. That' when selecting a formula or…
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In my role as a Board developer, these are the things I focus on!
Author: Umesh Bugata is a Community Captain and Senior Software Engineer at Wipro. When I look back on my journey as a developer, the key areas that I focus on are my technical skills and soft skills and maintaining a balance between them. These include having sound technical knowledge of the tool, good understanding of…
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June 2025 Economic Outlook
The U.S. economy is entering a more vulnerable phase — and the CPG industry is right in the middle of it. In this month’s 10-minute outlook, Board Principal Economist Natalie Gallagher unpacks the latest data and what it means for your business strategy. Here’s what’s changing: ✅ Tariff-driven inflation is expected to rise…
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Monthly Customer News Update - June 2025
As diverse as our customer base, we have content just as manifold in this packed June edition of your customer news. Enjoy reading, watching, or taking part in our interactive contents: Are you #BoardAndProud? Best practice: Win big with external data Make smarter people decicions BARC Planning Survey 25 Transformational…
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Why the Future of Planning Isn’t Just AI—It’s Collaborative, Comprehensive, and Continuous
Author: David Marmer, SVP, Product at Board Global events have made "severe disruption" the new normal, profoundly reshaping work, consumer behavior, and supply chains. With constant financial uncertainty and frequent supply chain shocks, adaptability and robust planning are no longer just good practices but essential for…
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Excel Workbook: Best Practices and Steps
Author: Eugen Melnic, FP&A Manager and Community Captain We all know that Excel is often the source of business frustration and confusion that leads to the start of a successful transformation through the power of Board. Excel can also be the end point too, as once the business data and processes are in Board, business…
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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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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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Board 14.3 is here!
We are pleased to announce that the Board 14.3 release is here! 🚀 The new Board 14.3 release includes significant improvements for Developers, Administrators, and Planners (End Users). Board 14.3 proudly introduces new improvements to the Flex Grid Object, including the additions of Data Entry, a Detail By-like feature…
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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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Why does the "Previous Year" time function still return current year data?
I would like to understand why, when I enable the Previous Year time function on the cube, the result still shows the current year's data. For example, I only have data for 2024. However, when I activate the function, the values returned are still from 2024 — instead of returning nothing (since 2023 data doesn't exist) or…
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level 200 - module 203 - Build a Screen to visualize the loaded actuals data
Hello, I am having a challenge with previewing data after completing the steps below My preview returns empty. with just product in the first row and total in the second. No other data is present. I suspect that I may have missed a step in the set up of the temp cube, but I struggling to find what it is based on the…
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Calculate Mix including Subtotals
Hi there, how can I calculate percentage mix including subtotals? At the moment it is calculated by group. The algorythm formula GT doesn't work since I have Years in the columns and it does the math for the sum of all years. However I need it by year. Thanks maik
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Sorting in Data view with Detail by
Hi can someone shade some light into sorting logic with "Detail by" activated? a - is on the first spot and Detail by Year is activated - However it isn't shown in the preview When I move it to spot - b - I can see Occ TY by Year - However now the order of the other columns is screwed. Any idea how to fix this? Thanks Maik
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Representation of a diagram
Hello everyone I have the following initial situation (see also the attachment): I want to create a chart in which I have to expand a cube after an entity, but not the other cubes. I solve this via detail by on the cube in the layout. However, the problem is that I want the values of this expanded cube to be displayed…
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Java Requirements for Progress On-Premises Connector (OPC)
The Progress On-Premises Connector (OPC) historically included the required Java version bundled within its installer packages. This approach ensured that users had the necessary Java Runtime Environment (JRE) available without needing to manage separate dependencies. However, starting with version 4.6.2, this behavior has…
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Trigger Broadcasting via API
1) What is your idea? Trigger Broadcasting via an API, using the API User 2) What specific problem are you trying to resolve? We are triggering Board procedure as part of the nightly process that runs every day. The Board procedure loads data from the backend system (that calls procedure via API when the data is ready for…
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Performance Problems in Board Frontend - Windows Log ID 7011
Hello, For several weeks we have the problem, that the Board frontend stops working for some time (often 1 or 2 minutes), so it does not answer any questions from the client any more. When this happens, all users are blocked. They are not locked out, only the requests to the Board reports, running at the moment, seem to be…
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Is There Additional Charge of Level 300 Training Environment?
Hi, I completed level 200 training last month, so I want to start level 300 training. Then, I have a question. Is there additional charge when we set up and use level 300 training environment? For your information, my company I'm member of has a partner contract with Board Co. Thank you.
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Upcoming Board Cloud IP Address Change
Hi , Anybody can guide on what to do with the Upcoming Board Cloud IP Address ChangeRgds Khaleelah
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U.S. Stagflation and the Eurozone: What’s at Stake?
When Natalie Gallagher, Principal Economist at Board, visited Board Beyond DACH, we seized the opportunity to sit down with her for a high-level conversation about the U.S. economy’s current trajectory—marked by rising inflation, slowing growth, and policy uncertainty—and how these trends are already sending ripple effects…
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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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Delete entity member through entity editor object
Hello, Is it possible to delete an entity member when using the entity editor. The documentation says CRUD operations are allowed once ATO is enabled, however i cannot see the option to delete. Thanks
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Security restrictions on Master data changes
Hi Team, Currently Board allows master data changes through Data readers, Data views and smart imports. We have a control on addition of new members into entities where we can either select or reject the entities. However, There is no specific control on relationship changes. An user with any license can update…
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Level 300 Part 2 - Extend instance - 10 days
Hi, I am still consolidating my knowledge by going through the Level 300 Part 2 course again - can you please extend the instance by another 10 days please? Many thanks, David
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Data entry logs in LMA Application
Hello, In the LMA Application, there is a screen with Data Entry logs (13.xxx) : Cubes used in this screen are loaded through the DR DE - Values using this path, but there is no such file in it. Is there an other way to load this log ? Thanks
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The Backup Mentality
1. Abstract Each Board environment should foresee an appropriate backup policy for the existing Data Models, should it be a development, sandbox or production environment. Such backup policy must always be present and it should be developed on top of the standard backup policies implemented by the cloud team for disaster…
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Maximum Data Blocks within a Data View
This takes me back to excel days. I'm currently at FD with data blocks and I'm blocked from adding any more in. Is there an upper limit? Has anyone had this same issue or never gotten to this many blocks? Build is in B14.2. I'm trying to add algorithms in not additional data blocks. Doing this with right-click add rather…
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Double Click to Enter Data Entry Drop Down List
Hello, In B14, there is currently no way to interact with a data entry drop down list without using the mouse. The user must double click on the cell to display the drop down list, and then click once again to choose a member. In data entry forms that are comprised of a mix of direct data entry and suggested values, it is…
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Instance Level 200
Hello! My training instance expires tomorrow, could you please extend another 4 weeks? Thank you!
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Normalizing time hierarchy
I have enabled the week dimension in time range settings. This is the setting windows. The hierarchy looks something like this - I have updated the hierarchy and normalized but the aggregation function is not working as expected. When we are trying to roll up from week to fiscal year the total is coming wrong.(I have…
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Select Entity Based on Cube Option
Hi, I would like to suggest a new feature on select based on cube on procedures. Quite often I need to select tuples based on cube even if the sum of the tuples over a period = 0. In order to do so we have to create a Temporary cube. Could we imagine an option just like keep mode to set select tuples even if the sum of…
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Level 300 Part 2 - Extend instance
Hi, I am now consolidating my knowledge by going through the Level 300 Part 2 course again - can you please extend the instance by another 3 weeks please - to now expire on 26th June? Many thanks, David
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Validation of End Date Earlier Than Start Date
I have two data cubes with the month dimension, where a 1 is stored in the cell corresponding to the date selected by the user. Cube 1: Start Date Cube 2: End Date I need to implement a validation so that if the user selects an end date that is earlier than the start date, the system displays a warning message prompting…
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Pass the Screen Name to Capsule Procedure
Hi all, Is it possible to pass the Screen name to capsule procedure? The screen name will dictate which Group of steps will be used in the processing. I wanted to combine the multiple procedures we created into one which will have an if clause that will check the screen name and go to an appropriate group for processing.…
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Flex Grid header colors
G'morning all, Previously, I was able to have different background colors on a Flex Grid header so that text input to the filter box in each column is visible (first screenshot). Now, the header background is only one color which isn't helpful when a user inputs text to filter. Yes, I have matched all colors between the…
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improve Screen list behaviour
When you are on a screen in a capsule and open the screen list (either via fly out or via the buttons) the screen-list appears in the collapsed form (if there are subfolders in the capsule). I would prefer if the screen list would open showing the screen you are on and therefore show this folder structure open. From my…
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Level 300, Module 304: Planning expansion: Bottom up planning: question 3 : update the P& L
Dear, Im currently on level 300 module 304. Answer to question 3 , i got 133779319. But it is wrong, can anyone advise if you had the same issue, possible to give me the correct answer? Thanks
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Level 300, Module 304: Answer of functional test of solution Question 3: Update the P&L
Hey team, I'm trying to validate the answer for question 3 of the functional test of the solution and I'm not able to. I'd usually think I did something wrong but, in this case, when I compare the visible values of the screenshot that is provided with the values in my screen, I don't see any difference, so I'd think my…
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Issues with 'Detail by' sorting feature
This issue has popped up in the layout editor after I added an entity in the configure drill down. The data is tying out correctly for all my data blocks, the only issue now is when I try to drill down on a specific P&L line. The drill down shows every member in the entity rather than the specific line I am trying to drill…