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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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8,000 Members, One Powerful Community
We’ve just hit an exciting milestone of 8,000 Board Community members! Whether you’re new or you’ve been around since the beginning through all phases of the Community, we’re thrilled to have you here for all the knowledge, updates, and innovation. Community is here for you—the Board ecosystem—to provide a hub for insight,…
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2025 June Badge of Impact and CommunityCast
It's June, and time is flying by! We're keeping it simple this month with your updates in under a minute, and the opportunity to earn your June badge in (about) one word or less. Here we go… Thank you to last month's badge earners @Nico Weber and @Karry Schupp 👏👏. It was fun reading about Board's 'Force' multiplier. May…
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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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Monthly Customer News Update - May 2025
We’ve been busy behind the scenes, and we’re thrilled to share some big, exciting updates with you today: Board 14.3 is coming Get a sneak peek What's happening in the US market? Watch our economic outlook Need a best practice? Check out the customer stories by Kraft Heinz, Iren Energia, and Dr. Beckmann How mature is your…
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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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US Economic Outlook: May 2025
The outlook for 2025 has shifted dramatically. In this month’s 10-minute report, Board Principal Economist Natalie Gallagher explains how policy changes are reshaping the macro landscape—and why businesses need to rethink their assumptions. Highlights in this month’s report include: Growth projections have been downgraded,…
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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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3 Q's with Fethi Zerara, FP&A Consultant
Featuring: Fethi Zerara, FP&A Consultant and Community Captain Learning how to use Board is a journey but one that can yield truly incredible results. This installment of the Community 3 Questions series is a conversation with one of our more experienced members, Fethi Zerara, as he shares his thoughts on the Board…
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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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Level 200: 204 Functional Test - Confirm that selectors are functioning
After making the selections as described in the "Confirm that selectors are functioning", my data view for units is showing more records than what it should be. Although the count and total seem to be matching. Expected Data view for Units: After selection: Totals: I think I made a mistake somewhere while reading the data.
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Level 200, Module 204: Capsule content missing in Board Cloud
Hi, I can still see the capsule (e.g., Financial Planning) in Board Cloud, but when I open it, the Home screen is completely blank. Previously, it contained the welcome message, icons like "Clarity Jewelers" and "Data Management", but now nothing appears. I may have accidentally deleted the content while editing. Could you…
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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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Question about Label
Hi all, I'm trying to figure out how to cancel the label's animation. I'm using the label to partially cover an image by adjusting its opacity, but whenever my cursor hovers over the label, it lights up based on the label's color. before and after do we have other Object to use it or some setting for the label? thanks 😀
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Possible security profile issue with Board 14 on-prem installation, has anyone else experienced it?
Hi, We experienced an unexpected issue with our security profiles and the only thing we can connect it to is our installation of Board 14 onto our on-prem environment. Before filing a ticket with support, I wanted to reach out to the community, see if anyone else experienced it, if this is a known issue, etc. Basically,…
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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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First and Last Purchase Date
Hi Board Community, I am trying to build a report to show the customers first purchase invoice date and last purchase invoice date. In SQL this would be a simple min/max on invoice date, however, am finding this doesn't work in Board. Any suggestions on how to build this report in Board?
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Change day formatt in time range ?
Hi ! Can anybody tell me how can i change the day format from "mm/dd/yyyy" to "dd/mm/yyyy"?
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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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Collapse unbalanced Hierarchy
As of current the user will see everything on the screen in one big table. It would be good to be able to collapse each grouping down so you can view the table at a higher level click a drop down which would then show all the members underneath that parent. Similarly to how the regular hierarchies function.
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End Date on a Day (as Start Date)
In the rows I have the day entity. In column 1 the possibility to enter a number of new hires and in column 2 the end date for the new hires. The date on which I enter the new hires should represent the start date. In a procedure, the number of new hires should now be written to the days from the start date to the end…
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Level 200 : module 211 - SET - Flag Budget and Actual Years
Hi, I don't understand the procedure : SET - Flag Budget and Actual Years In particular, the calculation of the data flow when the time function is selected on "Last value" in the cube "SET - DE - Planning Year". What does that mean ? What is the result if for exemple the value in the cube is SET - DE - Planning Year is…
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Cumulative Total On Ranking
In an object, how do I do a cumulative total on a ranking column? I'm trying to do an 80/20 analysis and to grab the top 80% of an entity but each row is just their % to total, not a cumulative %.
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Procedure: Extend Calculation on new tuple for all members
We have a source cube (Input Cube) as shown below with dimensions highlighted: We have a target cube as shown below with its dimensions highlighted: How does "Extend calculation on new tuples for all members" affect when we are copying data from source to target cube? What happens if we select all/ any of the members and…
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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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B14 - Reset Selection to Screen default
Hello, with b14 a change was introduced, that the selection is not reseted to screen default, when switching from User View to Dev mode. Screen design. Makers and end users can quickly switch between Design and Play mode and can do so with a Selection continuously applied rather than being reset. Enjoy faster development…
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UX Improvement Ideas for Selectors
Hi everyone, I wanted to share a valuable piece of feedback from one of my clients regarding the user experience with selectors in Board 14.2 : Item Spacing: The items in dropdown selectors are currently too widely spaced, which limits the number of visible options. A more compact layout would improve readability and…
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Account Set up
Hello Community! My boss/Board expert just left, and I have a simple question for your experts out there! Where can I go to see how an account is calculated in the P&L? Thank you for your help!
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Data Reader Configuration From Local System
Hi Team, I attempted to configure the data reader to load a CSV file from my local system. However when i specify the file path, no files appear to be available or recognized by the system. Please advise if there are any prerequisite configuration or settings that needs to completed before this step? Thanks for your…
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Drill Down
Hi all, is there a limit how far you can drill down? Thanks< maik
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Level 305: Question 1
Why is one of my numbers wrong?
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Level 305: Question 1
Why does my data on sales planning not contain Classic, Double Halo and Grey Pearl stud. I have gone through all the steps including updating the sales planning more than three times.
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Question about dynamic selection with two parents of the same entity
Hi Community, I’d like to share a slightly complex use case that might open a discussion on potential improvements or clarifications around how dynamic selections work in Board. 🎯 Context: I have an entity called Month, which has two parents: Month of the Year → contains values like January, February, etc. Year Period →…
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Interaction Block Format
Hi, I have a question regarding the Block format. I'm trying to add a symbol after the number, but it doesn't work properly when I use the algorithm in the layout editor For example the image below, for some reason it can't show the euro sign for every month but only for the null cell i hope you can help me thanks 😀
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Efficient way to copy value in the Procedure
Hi all, I'm trying to improve my current Procedure i have a cube with 3 dim ( Drivers, Month, Type A or B) My goal is to copy the value from Driver 2 Type A → Driver 3 Type B as you can see in the image below My step is: 1) copy the original cube into a Temp cube 1 2) Clean the Temp cube 1 using the selection on Driver…
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Procedure Select step critical bug
Hello, I am following the 212 module and I am working on the BUD - Consolidate Budget into P&L procedure. after following every step, I am stuck at the Select Account step in the sales group. The UI element that is supposed to allow me to select an Entity isn't working. No bypass that I know of is currently working (not…
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PLN - Product and Driver Mapping
Why is the data not populating on my Data View?
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Interacting with a Dynawrite Object
Hi Everyone, does anybody know how to write on a dynawrite object on play mode?
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Level 304: Question 3 (Update the P&L)
What is the wrong with my solution when I put it in it says incorrect despite following all the instructions. Am I missing something?
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expiration of the training environment for the 200
Hello, I have a question, after the expiration of the training environment for the 200, is there a way to recover what I did before (like the screens I created, procedures ... ) or not?