# Board knowledge base

> Knowledge base documentation for Board knowledge base.

## v14

- [Welcome to the Board Knowledge Base](https://help.board.com/v14/docs/welcome-to-the-board-knowledge-base.md): Discover everything you need to know about Board 14 software in our detailed reference manual. Your ultimate guide to mastering Board 14!
- [Before you begin](https://help.board.com/v14/docs/before-you-begin.md): Before you begin with Board 14, find out which requirements you need. Upgrade from a previous version and use supported browsers to access Board 14.
- [The workspace](https://help.board.com/v14/docs/the-workspace.md): Understand Board’s Workspace interface: Main Menu, Top Menu, Navigation panel, Tiles, and Contextual Search across Capsules, Data Models, Presentations.
- [Capsules](https://help.board.com/v14/docs/capsules.md): Learn how Board Capsules group dynamic collections of Screens and Procedures into interactive reports and dashboards for insightful reporting, analysis, and decision-making with synchronized data visualizations.
- [Board Collaboration services](https://help.board.com/v14/docs/board-collaboration-services.md): Learn how Board Collaboration Services (BCS) enables real-time chat, message threads, email alerts and notifications to boost teamwork directly in Board.
- [Feed](https://help.board.com/v14/docs/feed.md): Feed is a feature that allows certain administrators to post updates, news articles, and more in the feed area to keep all users up-to-date on the projects at hand or otherwise. Read more about how you can use the Feed feature to align your team!
- [Discussions](https://help.board.com/v14/docs/discussions.md): The Discussions feature is an efficient way to keep track of comments, questions, etc. pertaining to individual Screens and Slides by opening an open discussion forum. Team members who work on the same Screen will be able to read and respond to your comments and questions directly. This is distinctive from Chat by organizing comments that are directed to Screens or Slides so they are not mixed together in one chat.
- [Chat](https://help.board.com/v14/docs/chat.md): Chat is a feature that allows team members to chat together and one-on-one globally across the Platform to enhance the collaboration experience within Board. Read more about the possibilities with Chat.
- [Presentations](https://help.board.com/v14/docs/presentations.md): Create interactive presentations with customized enterprise reports, allowing real-time data editing and sharing within your organization. Use Board Presentations to combine Screens (even across Capsules) into interactive slides. Share, collaborate, drill down, and edit all within Board.
- [Data Model](https://help.board.com/v14/docs/data-model.md): Learn how the Board Data Model defines Entities, Relationships, Cubes, and Data Sources to structure, store, and analyze data efficiently across applications.
- [System Administration](https://help.board.com/v14/docs/system-administration.md): The Board System Administration area lets you configure Users, Security profiles, Licenses, Data Sources, Monitoring, ALM, and system settings at the Platform level.
- [Favorites](https://help.board.com/v14/docs/favorites.md): See how the Board Favorites page shows all Capsules you’ve marked, how to add or remove a Capsule from favorites, and navigate across your preferred content.
- [Recents](https://help.board.com/v14/docs/recents.md): The Recents page shows you all the recent Capsules opened in Board sorted by the date. Learn how the Recents section displays your recently used Board Capsules, Screens, and Reports for faster navigation and productivity.
- [Search](https://help.board.com/v14/docs/board-search.md): Explore how Board Search enables you to find Capsules, Screens, Presentations, and Slides via keyphrase matching, fuzzy search, and result path display.
- [About Capsules](https://help.board.com/v14/docs/about-capsules.md): Discover what Capsules are in Board, how they group Screens and Procedures, and how they support modular app organization and navigation.
- [Capsule design concepts and guidelines](https://help.board.com/v14/docs/capsule-design-concepts-and-guidelines.md): Learn design principles for Capsules: folder organization, home Screen setup, limiting Screens, avoiding redundancy, and optimizing load time.
- [About Design and Play Modes](https://help.board.com/v14/docs/design-and-play-mode.md): Learn how switching between Design Mode and Play Mode lets you build, test, and interact with Capsule elements, screens and logic to validate user flows before deployment.
- [Capsules in Design Mode](https://help.board.com/v14/docs/capsules-in-design-mode.md): Learn how to use Design Mode to create, edit, copy, move, and configure Capsules — with Screen Objects, Resources, Properties and layout tools.
- [Capsules in Play Mode](https://help.board.com/v14/docs/capsules-in-play-mode.md): See how Board’s Play Mode lets users run Capsules in a live-like environment: test navigation, logic, data inputs, and user flows without deploying.
- [About Screens](https://help.board.com/v14/docs/about-screens.md): Learn how Screens in Board let you build dashboards, workflows, and data-driven layouts using customizable Screen Objects and Masks for rich visual interaction
- [Create a Screen](https://help.board.com/v14/docs/create-a-screen.md): Learn how to create a new Screen in Board: choose a Capsule, assign a Data Model, optionally apply a Mask, set default size or copy an existing Screen.
- [Create a copy of a Screen](https://help.board.com/v14/docs/create-a-copy-of-a-screen.md): Learn how to duplicate a Screen in Board (using "Save as" in Design Mode), retain Selections, and choose the Capsule to host the copy.
- [Save, rename, move, and delete a Screen](https://help.board.com/v14/docs/save-rename-move-delete-a-screen.md): Learn how to save changes in Design Mode, rename a Screen via Screen Properties, drag and drop to move, or permanently delete a Screen in Board.
- [Screen properties](https://help.board.com/v14/docs/screen-properties.md): Define properties of a Screen Object in Board: configure and customize your Screen's Layout, Mask rules, Data Models, navigation settings, visibility options, colors, and other features to tailor how your Screen behaves.
- [Add and remove Objects](https://help.board.com/v14/docs/add-and-remove-objects.md): Learn how to add, remove, and manage Board Screen Objects (Charts, Grids, Input fields, HTML, etc.) in Design Mode; control visibility, bindings, and layout.
- [Configure Screen Objects](https://help.board.com/v14/docs/configure-screen-objects.md): Learn how to configure Screen Objects in Board: set bindings to Data Models, define visibility rules, format properties, and specify interactive behaviors.
- [About Screen Masks](https://help.board.com/v14/docs/about-screen-masks.md): Learn how Screen Masks in Board define consistent style and layout across Screens: inherit Objects, backgrounds, logos and control spacing while excluding layout-defined Objects.
- [Create a Screen Mask](https://help.board.com/v14/docs/create-a-screen-mask.md): Learn how to create a Screen Mask in Board: set up global layout elements, assign logos, backgrounds and common design features to reuse across Screens.
- [Save, edit, rename, and delete a Mask](https://help.board.com/v14/docs/save-edit-rename-and-delete-a-mask.md): Learn how to save a Mask via the Top Menu, edit Masks in Design Mode, rename them via Screen Properties, and delete Masks permanently in Board.
- [Create a copy of a Mask](https://help.board.com/v14/docs/create-a-copy-of-a-mask.md): Learn how to copy a Screen Mask in Design Mode; retain layout elements and apply the copy to Screens or Capsules as needed.
- [Associate or detach a Mask with one or more Screens](https://help.board.com/v14/docs/associate-or-detach-a-mask-with-one-or-more-screens.md): Learn how to link or unlink a Screen Mask to multiple Screens in Board: assign an existing Mask or detach it to revert to root Layout definitions.
- [About the Select](https://help.board.com/v14/docs/about-the-select.md): Understand the Select function in Board: how selections on Entities limit data in Cubes, propagate across hierarchies, inherit in Layouts and Screens, and interact with Procedures.
- [Configure, edit, reset a Select](https://help.board.com/v14/docs/configure-edit-reset-a-select.md): Learn how to configure, edit, reset or clear a Select (data filter). Apply selections on Entities, use TO/EXCLUDE, reset per hierarchy or globally.
- [The Focus function](https://help.board.com/v14/docs/the-focus-function.md): Learn how the Focus function in Board refines data display: select a value or range to highlight context in Screen Objects, enforce filters, and guide user insight.
- [Dynamic Selection](https://help.board.com/v14/docs/dynamic-selection.md): Learn how Dynamic Selection works in Board: set select criteria based on current date or Cube values, applying to Time and Non-Time Entities dynamically.
- [Select Bookmarks](https://help.board.com/v14/docs/select-bookmarks.md): Learn how Select Bookmarks let you save, edit, delete, and apply custom Selections per Data Model; bookmarks are user-specific and reusable across Screens.
- [About Screen Objects](https://help.board.com/v14/docs/about-screen-objects.md): Explore Screen Objects in Board: how they display data, act as navigation or editing elements, how they’re configured, and how they interact with Screens, Containers, and the Data Model.
- [About the Layout](https://help.board.com/v14/docs/about-the-layout.md): Learn what the Layout Object is in Board: how it defines queries on the multidimensional Data Model (Cubes, Entities, calculations), applies Selects and filters, and powers data retrieval for Objects and Procedures to enhance data visualization and analysis with dynamic filtering options.
- [Configure a Layout](https://help.board.com/v14/docs/configure-a-layout.md): Learn how to configure a Layout in Board: choose a Data Model, apply Layout Selects, build Data Blocks, set Axes, sort/filter, and apply performance settings in Design and Play Mode for optimal data analysis and visualization in your projects.
- [The Quick Layout](https://help.board.com/v14/docs/the-quick-layout.md): Learn how the Quick Layout feature for Data View, Cartesian, Radar, and Pie Charts lets you define which Entities users can add by Row or Column, require or remove Entities, and set default Data Blocks in Play Mode.
- [The Quick Layout in Play Mode (Rows & Columns)](https://help.board.com/v14/docs/the-quick-layout-in-play-mode-rows-columns.md): See how Board users in Play Mode can click “Rows & Columns” on a Screen Object to move or exclude Entities (if allowed), enabling dynamic data display while maintaining Quick Layout constraints.
- [About Data Blocks of a Layout](https://help.board.com/v14/docs/about-data-blocks-of-a-layout.md): Learn what Data Blocks are in a Layout: their allowed types (Cube, Algorithm, Entity, Rule, Ranking), how block letters are assigned and updated, and how block deletion affects formulas, optimizing queries and visualizing data effectively for better insights.
- [Algorithms](https://help.board.com/v14/docs/algorithms.md): Learn how (column) Algorithms compute values in a Layout using formulas across Data Blocks and explore supported functions for effective data analysis.; supports numeric, text, date, image types.
- [Ranking functions](https://help.board.com/v14/docs/ranking-functions.md): Learn how Ranking Functions in Board rank values or assign percentiles across Data Blocks; apply within Layouts and control ranking criteria and ties to enhance your data analysis with vertical percentages, counters, and cumulated values for insightful reports.
- [Rules](https://help.board.com/v14/docs/rules.md): Learn how to create and apply Rules in Data Models, defining members and enhancing Cubes with effective formulas for better data analysis. Rules are formulas tied to a single Entity that compute the value of one member based on others, applied to Cubes irrespective of active Selections.
- [About Data Block Settings](https://help.board.com/v14/docs/about-data-block-settings.md): Discover how to configure Data Block settings in Board to enhance data manipulation and appearance in your layouts effectively: column headings, summaries, alerts, data entry, formatting, and apply settings per Screen Object .
- [Axes area settings](https://help.board.com/v14/docs/axes-area-settings.md): Configure your Layout Editor's Axes by selecting Entities for rows and columns, optimizing data display in Cubes and Data Blocks effectively.
- [Layout filters and sorting](https://help.board.com/v14/docs/layout-filters-and-sorting.md): Learn how to configure Layout Filters and Sorting in Board. Apply value-based filters, sort rows and columns by reference Blocks, use Keep Totals or Keep Top settings, and control hierarchical order in your Layouts.
- [The Layout Select](https://help.board.com/v14/docs/the-layout-select.md): Learn how to apply custom Layout selections in the Layout editor, enhancing performance and managing Screen selections effectively for optimal results.
- [About Data Entry and Advanced Transaction Object (ATO)](https://help.board.com/v14/docs/about-data-entry-and-advanced-transaction-object-ato.md): Explore version changes and advanced Data Entry features for analytical applications, enhancing user interaction and data management in Board. ATO lets users perform CRUD operations on Entities, manage Relationships, and control Cube write-back logic in analytic applications.
- [Data Entry on Cubes (Cube write-back)](https://help.board.com/v14/docs/data-entry-on-cubes-cube-write-back.md): Learn how to enable and manage Cube write-back in Board via Data View or Flex Grid: numeric, text, date, and BLOB data-entry methods, validations, locking and version alignment.
- [Lock and Spread](https://help.board.com/v14/docs/lock-and-spread.md): Unlock advanced data entry capabilities with Board’s Lock and Spread feature. Learn how to lock selected cells, allocate values proportionally, use advanced allocation modes (totals, averages, growth, etc.), and manage hierarchical data entry. Available in both Simple and Advanced modes for Data Views, Flex Grids, and numerical blocks.
- [Managing Relationships with Data Entry](https://help.board.com/v14/docs/managing-relationships-data-entry.md): Learn how Board handles data entry across Relationships, including write-back logic, propagation, entity linking, and maintaining data integrity within the Data Model.
- [The Logical Data Entry: Data Split & Splat](https://help.board.com/v14/docs/the-logical-data-entry-data-split-splat.md): Learn how Logical Data Entry works in Board: use Data Split and Splat to distribute user inputs across multiple dimensions and enforce allocation logic within the Data Model.
- [About the Advanced Transaction Object (ATO)](https://help.board.com/v14/docs/about-the-advanced-transaction-object-ato.md): Understand how ATO offers a guided interface for Planners to create and edit Entity members and Relationships, with data entry enabled in Cubes once selections are made.
- [Enable ATO Management](https://help.board.com/v14/docs/enable-ato-management.md): Learn how to enable ATO Management in Board: Enable ATO in Screen or Container properties, auto-enable via Entity Editor, and configure isolated ATO environments.
- [Entity Editor in ATO](https://help.board.com/v14/docs/entity-editor-in-ato.md): Learn how the Board Entity Editor Object enables creating/editing Entity members and managing Relationships in an ATO environment; acting as a Pager for Layouts.
- [The Data View Object](https://help.board.com/v14/docs/the-data-view-object.md): Learn how the Data View Object is used to present numeric, text, image and date values in a table, and how it supports grouping, sorting, drill, data entry, formatting and interactivity.
- [Create a Data View](https://help.board.com/v14/docs/create-a-data-view.md): Learn how to create a Board Data View in Design Mode, drag it to a Screen or Container, then configure its Layout, Data Blocks, Axes, formatting, and interaction settings.
- [Design Mode interaction with a Data View](https://help.board.com/v14/docs/design-mode-interaction-with-a-data-view.md): See how a Board Data View in Design Mode supports the same interactive features as in Play Mode; also configuring the Object toolbar and default drill behavior for Planners.
- [About Data View drill configuration](https://help.board.com/v14/docs/about-data-view-drill-configuration.md): Learn how to configure Drill behavior in a Board Data View: set default drill paths, limit drills on Entities/Screens/Procedures, allow Drill Throughs, or disable drills entirely.
- [Drill Down on Entities](https://help.board.com/v14/docs/drill-down-on-entities.md): Learn how Planners and Developers can drill down on Entity hierarchies in a Data View: define drill levels, set allowed paths, and limit depth for performance.
- [Drill-to-Screen](https://help.board.com/v14/docs/drill-to-screen.md): Learn how to configure Drill-to-Screen in Board: let Planners click or double-click a row header or cell to open a target Screen with inherited selection or new tab options.
- [Drill-Procedure](https://help.board.com/v14/docs/drill-procedure.md): Learn how to configure a Drill-Procedure in Board: assign Procedures to cells or row headers so that Planners can double-click to invoke Procedures with contextual selection filters.
- [Drill Throughs](https://help.board.com/v14/docs/drill-throughs.md): Learn how Drill Throughs let Board Planners execute SQL queries from Data View cells or row headers to external relational sources; Configure mapping, filters, and default behavior.
- [Format a Data View](https://help.board.com/v14/docs/format-a-data-view.md): Learn how to format a Data View in Board: set column widths, fonts, number formats, headers, conditional styling, icons and color rules for clearer display.
- [Interact with a Data View](https://help.board.com/v14/docs/interact-with-a-data-view.md): Learn how Planners interact with the Data View: select rows and columns, sort, drill, perform data entry, and use Fast Search and Master behaviors for analysis.
- [NEXEL (Formula editor)](https://help.board.com/v14/docs/nexel-formula-editor.md): Learn how to use the NEXEL Formula Editor in Board: enable formulas on Blocks, write cell or range calculations, configure rule propagation, use dynamic ranges, and preview results.
- [The Smart Import Object](https://help.board.com/v14/docs/the-smart-import-object.md): Learn how the Smart Import Object lets Board Developers and Planners load data via table entry or .xlsx upload; supports mapping, validation rules, suggested values, and execution of Procedures.
- [Create a Smart Import Object](https://help.board.com/v14/docs/create-a-smart-import-object.md): Learn how to add a Smart Import Object in Design Mode, map source columns to Cube or Entity fields, set validation rules and default values, and enable import execution via Procedures.
- [Interact with a Smart Import Object](https://help.board.com/v14/docs/interact-with-a-smart-import-object.md): Learn how Planners and Developers use the Board Smart Import Object to enter or paste data, run formulas, upload .xlsx files, validate entries, and map values into Cubes or Entities.
- [About the Flex Grid Object](https://help.board.com/v14/docs/about-the-flex-grid-object.md): Learn what the Flex Grid object is in Board: a hybrid layout combining row/column structure with block flexibility and nested relationships for interactive display.
- [Create a Flex Grid Object](https://help.board.com/v14/docs/create-a-flex-grid-object.md): Learn how to insert a Flex Grid object: choose a Data Model, set the initial Layout, establish Blocks, define row/column axes and default visual settings and drilldowns.
- [The Flex Grid Layout](https://help.board.com/v14/docs/the-flex-grid-layout.md): Understand the Board Flex Grid layout: how Blocks are arranged, row and column axes interoperate, hierarchical entities cascade, and behavior under Selections.
- [Design Mode interaction with a Flex Grid](https://help.board.com/v14/docs/design-mode-interaction-with-flex-grid.md): See how Flex Grid in Design Mode mirrors Play Mode behavior: configure toolbar options, set default drills and filtering actions for Planners.
- [Format a Flex Grid](https://help.board.com/v14/docs/format-a-flex-grid.md): Learn how to format a Board Flex Grid: column widths, banding styles, custom number and text formats, header styling, conditional formatting and color rules.
- [Data Entry on a Flex Grid](https://help.board.com/v14/docs/data-entry-on-a-flex-grid.md): Discover how to enable data entry inside Board's Flex Grid: configure editable cells, lock/ spread logic, validation rules, and dynamically update underlying Cubes.
- [Interact with a Flex Grid](https://help.board.com/v14/docs/interact-with-a-flex-grid.md): Learn how Planners interact with Board's Flex Grid: sort, drill down, select ties, edit inline, expand/collapse, and navigate hierarchically while preserving context.
- [The Chart Object](https://help.board.com/v14/docs/the-chart-object.md): Learn how the Board Chart Objects display data graphically using Layouts; supports types like bar, line, pie, combo, waterfall; respects Selections and drill behavior.
- [Create Charts](https://help.board.com/v14/docs/creating-charts.md): Learn how to build a Board Chart in Design Mode: choose chart type, assign Layout Blocks to axes, set legends, colors and formatting options for visualization.
- [Cartesian chart properties](https://help.board.com/v14/docs/cartesian-chart-properties.md): Configure Cartesian Chart properties in Board: set axes and scales, bind series from Layout Blocks, enable stacking, labels and tooltips; control drill and legend behavior.
- [Pie chart properties](https://help.board.com/v14/docs/pie.md): Set up Pie Chart properties in Board: map values from Layout Blocks, choose slice labeling, colors and sorting; enable drill options and legend display for clear analysis.
- [Waterfall chart properties](https://help.board.com/v14/docs/waterfall-chart-properties.md): Configure Waterfall charts in Board: define increasing/decreasing steps, set subtotals and totals, manage colors and labels; apply drill and selection behavior from the Layout.
- [Radar chart properties](https://help.board.com/v14/docs/radar-chart-properties.md): Adjust Radar chart options in Board: define category axes, bind multiple series, set fill and line styles, control labels and tooltips; respect Layout selections for context.
- [Bubble chart](https://help.board.com/v14/docs/bubble-chart.md): Build Bubble charts in Board: assign X and Y measures, map bubble size and color to Blocks, set scales and legends; enable drill and filtering for Planner exploration.
- [Bullet chart](https://help.board.com/v14/docs/bullet-chart.md): Configure Bullet charts in Board: set actual vs target values, define thresholds and qualitative ranges, tune labels and orientation; inherit Layout filters for clarity.
- [Heatmap](https://help.board.com/v14/docs/heatmap.md): Design Heatmaps in Board: choose color scales and bins, control cell labels and tooltips, map rows and columns from Entities; apply drill behavior for deeper inspection.
- [Treemap](https://help.board.com/v14/docs/treemap.md): Set up Treemaps in Board: define hierarchical Entities, size and color by selected measures, adjust labels and borders; enable drill to navigate nested structures.
- [Interact with Charts](https://help.board.com/v14/docs/interacting-with-charts.md): See how Planners interact with Charts in Board: drill into Entities, hover for tooltips, filter via chart elements, refresh dynamically, and navigate via chart actions.
- [The Google Maps Object](https://help.board.com/v14/docs/the-google-maps-object.md): Learn what the Google Maps Object does in Board: bind latitude and longitude or addresses, style markers and clusters, sync selections, and enable drill for spatial analysis.
- [Create a Google Maps Object](https://help.board.com/v14/docs/create-a-google-maps-object.md): See how to insert a Google Maps Object in Board, choose the Data Model, map coordinates or geocoding fields, set zoom and style, configure markers, and define drill behavior.
- [Interact with the Google Maps Object](https://help.board.com/v14/docs/interact-with-the-google-maps-object.md): Learn how Planners explore map visuals: click markers to drill, lasso or box-select areas, filter by Entity, view tooltips, and open target Screens with inherited selections.
- [The OpenStreetMap Object](https://help.board.com/v14/docs/the-openstreetmap-object.md): Understand the OpenStreetMap Object in Board: plot Entity members by coordinates, apply thematic styles, cluster dense points, and respect Layout selections and drills.
- [Create an OpenStreetMap](https://help.board.com/v14/docs/create-an-openstreetmap.md): Add an OpenStreetMap Object to a Board Screen; map latitude and longitude fields, set base style and zoom, configure markers and clusters, and define drill-to actions.
- [Interacting with an OpenStreetMap](https://help.board.com/v14/docs/interacting-with-an-openstreetmap.md): See how Board Planners work with OpenStreetMap visuals: select areas to filter results, drill into Entities from markers, use tooltips, and maintain context across Screens.
- [SVG map](https://help.board.com/v14/docs/svg-map-1.md): Learn how the Board SVG Map Object renders interactive vector maps; bind shapes to Entities, apply color rules, and enable drill or selection-based analysis.
- [Create an SVG map Object](https://help.board.com/v14/docs/creating-an-svg-map-object.md): Learn how to create a Board SVG Map Object: import SVG files, map shapes to Entities, define measures for color or size, and configure drill and tooltip behavior.
- [Interact with SVG map Objects](https://help.board.com/v14/docs/interact-with-svg-map-objects.md): Learn how Board Planners interact with SVG Maps: hover for tooltips, click shapes to drill or filter data, and analyze color-coded regions within Board Screens.
- [The Gantt Object](https://help.board.com/v14/docs/the-gantt-object.md): Learn how the Gantt Object displays time-based activities, durations, and dependencies for planning and scheduling in Board Capsules.
- [Create a Gantt Object](https://help.board.com/v14/docs/create-a-gantt-object.md): Learn how to add a Gantt Object: configure task fields, start and end dates, dependencies, bar styles, and drill or selection behavior in Board.
- [Interact with a Gantt Object](https://help.board.com/v14/docs/interact-with-a-gantt-object.md): Learn how Board Planners interact with Gantt Objects: expand and collapse tasks, drill into Entities, edit durations, and view dependencies interactively.
- [The Gauge Object](https://help.board.com/v14/docs/the-gauge-object.md): Learn how the Board Gauge Object shows metrics at a glance: configure ranges, thresholds, and colors to visualize performance indicators dynamically.
- [Create a Gauge Object](https://help.board.com/v14/docs/create-a-gauge-object.md): Learn how to add a Board Gauge Object: define source data, min and max ranges, color bands, thresholds, and refresh rules to display KPIs clearly.
- [Interact with a Gauge Object](https://help.board.com/v14/docs/interact-with-a-gauge-object.md): Learn how Planners interact with Gauge Objects in Board: hover for details, click thresholds for alerts, drill to detailed Screens or Reports, and view underlying data for KPI analysis.
- [The Card Object](https://help.board.com/v14/docs/the-card-object.md): Learn how the Board Card Object displays measures and attributes as tiles; configure fields, grouping, sorting, conditional colors, and drill behavior for analysis.
- [Create a Card Object](https://help.board.com/v14/docs/create-a-card-object.md): Learn how to create a Card Object in Board: map fields, choose layout, set aggregations, define thresholds and color rules, and enable actions and drill targets.
- [Interact with a Card Object](https://help.board.com/v14/docs/interact-with-a-card-object.md): Learn how Board Planners work with Card Objects: drill to details, sort and filter cards, paginate large sets, and preserve selection context across Screens.
- [The Tree Object](https://help.board.com/v14/docs/the-tree-object.md): Understand the Board Tree Object: display parent-child hierarchies, sync with Selections, and use node actions to filter, drill, or open target Screens.
- [Create a Tree Object](https://help.board.com/v14/docs/create-a-tree-object.md): Learn how to create a Board Tree Object: map Entities and Relationships, set expand/collapse defaults, choose icons and labels, and configure selection and drill behavior.
- [Interact with a Tree Object](https://help.board.com/v14/docs/interact-with-a-tree-object.md): Learn how Board Planners use the Tree Object: expand or collapse nodes, select members to filter data, drill to descendants, and navigate to related Screens.
- [The Selector Object](https://help.board.com/v14/docs/the-selector-object.md): Learn how the Selector Object lets Board Planners filter data by Entities, configure drop-downs, lists or buttons, and control linked Screen behavior.
- [Create a Selector Object](https://help.board.com/v14/docs/create-a-selector-object.md): Learn how to create a Board Selector Object: choose Entities, define appearance (list, grid or button), apply default selections, and sync with Screen Objects.
- [Interacting with a Selector Object](https://help.board.com/v14/docs/interact-with-a-selector-object.md): Learn how Board Planners interact with Selector Objects: pick Entity members, apply filters dynamically, and trigger drill-downs or linked Procedures.
- [The Pager Object](https://help.board.com/v14/docs/the-pager-object.md): Understand how the Board Pager Object allows paging through Entities or Layouts; link it to multiple Screen Objects to control displayed data.
- [Create a Pager Object](https://help.board.com/v14/docs/create-a-pager-object.md): Learn how to create a Board Pager Object: assign Entities, define step order, set default page, link to Screen Objects, and adjust navigation layout.
- [Interacting with a Pager Object](https://help.board.com/v14/docs/interact-with-a-pager-object.md): Learn how Board Planners use Pager Objects: move between Entity members or Layouts, synchronize multiple Objects, and drive Screen-level filtering.
- [The Entity Editor Object](https://help.board.com/v14/docs/the-entity-editor-object.md): Learn how the Entity Editor Object lets Board Planners create, edit, or delete Entity members and manage Relationships within ATO-enabled Screens.
- [Create an Entity Editor Object](https://help.board.com/v14/docs/create-an-entity-editor-object.md): Learn how to create a Board Entity Editor Object: define editable fields, map to Entities, enable ATO mode, and configure validation and relationship controls.
- [Interact with an Entity Editor Object](https://help.board.com/v14/docs/interact-with-an-entity-editor-object.md): Learn how Planners use the Entity Editor Object: create or edit members, update relationships, validate entries, and synchronize data across the Data Model.
- [The Timebar Object](https://help.board.com/v14/docs/the-timebar-object.md): Learn how the Timebar Object lets Board Planners control Time Entities, scroll through periods, synchronize Selections, and filter data across Screens.
- [Create a Timebar Object](https://help.board.com/v14/docs/create-a-timebar-object.md): Learn how to add a Timebar Object in Board: choose Time Entities, define granularity and range, set display type, and connect it with Screen Objects.
- [Interact with a Timebar Object](https://help.board.com/v14/docs/interact-with-a-timebar-object.md): Learn how Board Planners interact with the Timebar Object: pick single or multiple periods, slide along the timeline, and filter linked Objects dynamically.
- [The Calendar Object](https://help.board.com/v14/docs/the-calendar-object.md): Understand the Board Calendar Object: display events by date, assign data from Cubes, apply color rules, and connect interactions with Procedures or Screens.
- [Create a Calendar Object](https://help.board.com/v14/docs/create-a-calendar-object.md): Learn how to create a Calendar Object in Board: choose data sources, map dates, define display modes, assign colors and legends, and enable data entry or drills.
- [Interact with a Calendar Object](https://help.board.com/v14/docs/interact-with-a-calendar-object.md): Learn how Board Planners use the Calendar Object: click or drag to select dates, drill into records, edit data entries, and view contextual information interactively.
- [The Text Analytics Search Object](https://help.board.com/v14/docs/the-text-analytics-search-object.md): Learn what the Board Text Analytics Search Object does: process and search unstructured text, highlight keywords, apply filters, and connect to Cube data.
- [Create a Text Analytics Search Object](https://help.board.com/v14/docs/create-a-text-analytics-search-object.md): Learn how to create a Text Analytics Search Object in Board: define source Blocks, configure text fields, enable search indexing, and link results to Screen Objects.
- [Interact with a Text Analytics Search Object](https://help.board.com/v14/docs/interact-with-a-text-analytics-search-object.md): Learn how Board Planners interact with Text Analytics Search Objects: enter keywords, filter results, highlight terms, and navigate linked data in real time.
- [The Label Object](https://help.board.com/v14/docs/the-label-object.md): Learn how the Board Label Object is used to display static or data-driven text; customize fonts, alignment, background, and dynamic substitution formulas.
- [Create a Label Object](https://help.board.com/v14/docs/create-a-label-object.md): Learn how to add a Board Label Object: write text, apply font and color styles, configure background, insert dynamic formulas, and position elements precisely.
- [Interact with a Label Object](https://help.board.com/v14/docs/interact-with-a-label-object.md): Learn how Board Planners view Label Objects: display static or formula-driven text, hover for context, and see updates reflecting Screen or Layout changes.
- [The Button Object](https://help.board.com/v14/docs/the-button-object.md): Understand the Board Button Object: create clickable actions that run Procedures, navigate between Screens, or open URLs directly within Board Capsules.
- [The Menu Object](https://help.board.com/v14/docs/the-menu-object.md): Learn how the Board Menu Object enables navigation across Screens and Capsules; configure layout, icons, actions, and apply styles for consistent user flow.
- [Create a Menu Object](https://help.board.com/v14/docs/create-a-menu-object.md): Learn how to create a Board Menu Object: define menu structure, link items to Screens or Procedures, customize icons, tooltips, and appearance in Design Mode.
- [Interact with a Menu Object](https://help.board.com/v14/docs/interact-with-a-menu-object.md): Learn how Board Planners use Menu Objects: click items to navigate between Screens, launch Procedures, and explore Capsule content interactively.
- [The Dynawrite Object](https://help.board.com/v14/docs/the-dynawrite-object.md): Understand how the Board Dynawrite Object produces formatted text reports; merge static and dynamic content, reference Layout Blocks, and embed Procedures.
- [Create a Dynawrite Object](https://help.board.com/v14/docs/create-a-dynawrite-object.md): Learn how to create a Board Dynawrite Object: insert placeholders, link Layout Blocks, apply formatting, add charts or labels, and generate interactive narratives.
- [Interact with a Dynawrite Object](https://help.board.com/v14/docs/interact-with-a-dynawrite-object.md): Learn how Board Planners interact with Dynawrite Objects: refresh data-driven text, scroll through reports, export to PDF or Word, and trigger linked Procedures.
- [The Web Viewer Object](https://help.board.com/v14/docs/the-webviewer-object.md): Learn what the Board Viewer Object does: display live web pages, dashboards or HTML content within Screens; configure URLs and security settings.
- [Create a Web Viewer Object](https://help.board.com/v14/docs/create-a-webviewer-object.md): Learn how to add a Board Web Viewer Object: define URL or HTML source, set size and zoom, allow interactions, and ensure secure embedded browsing.
- [Interact with a Web Viewer Object](https://help.board.com/v14/docs/interact-with-a-webviewer-object.md): Learn how Board Planners interact with Web Viewer Objects: scroll, click links, refresh embedded pages, and synchronize context between Board and web sources.
- [About Containers](https://help.board.com/v14/docs/about-containers.md): Learn what Containers are in Board: special Screen Objects that nest other Objects, including Containers. Explore eight Container types (Tab, Panel, Matrix, Book, etc.) and their use cases.
- [Add and remove Containers from a Screen](https://help.board.com/v14/docs/add-and-remove-containers-from-a-screen.md): Learn how to add, nest, and remove Containers in Design Mode: drag from the Screen Objects panel, attach Objects, delete Containers and manage layers.
- [Container features and properties](https://help.board.com/v14/docs/containers-features-and-properties.md): Explore how to configure each Container type in Board (Tab, Transition, Panel, Matrix, Book, Tile View, Expander, Responsive); shared properties, ATO settings, and layout options.
- [Interact with Containers](https://help.board.com/v14/docs/interact-with-containers.md): Learn how Container types like Tab, Transition, and Book let users interact: switch tabs, slide panels, turn pages and use arrows or bullets to browse content.
- [Substitution Formulas](https://help.board.com/v14/docs/substitution-formulas.md): Learn how Substitution Formulas (@user, @[Entity], @selection, @time) drive dynamic values in Screen Objects, Procedures, Layouts, Security Profiles, and the Data Models.
- [Create a new Capsule](https://help.board.com/v14/docs/create-a-new-capsule.md): Learn how to build a new Capsule in Board: define its name, assign a home Screen, choose the initial Layout, and configure folder structure and navigation properties.
- [Open a Capsule](https://help.board.com/v14/docs/open-a-capsule.md): Learn how Administrators, Developers, and Planners open a Capsule in Board: use the main menu, shortcuts, or search, and manage navigation context.
- [Copy, delete, rename, move a Capsule](https://help.board.com/v14/docs/copy-delete-rename-move-a-capsule.md): Learn how to copy, delete, rename, or move a Capsule in Design Mode via the right-click menus; actions reflect instantly in the Capsule browser.
- [Capsule properties](https://help.board.com/v14/docs/capsule-properties.md): Learn how to use Capsule Properties in Board: set title, icon, home Screen, navigation type, folder visibility, default search options, and custom settings.
- [Change the Data Model associated with a Capsule](https://help.board.com/v14/docs/change-the-data-model-associated-with-a-capsule.md): Learn how to switch the Data Model of a Capsule in Board: reassign Entities, update linked Screens and Objects, maintain consistency and avoid broken references.
- [Print and export data from a Capsule](https://help.board.com/v14/docs/print-and-export-data-from-a-capsule.md): Learn how to export Capsule Screen content via PDF, Word, PowerPoint, PNG or Excel; configure templates, repeat by Entity, or invoke exports via Procedures.
- [Capsule folders](https://help.board.com/v14/docs/capsule-folders.md): Learn how to create, rename, move, and delete Board Capsule Folders in Design Mode; use folder security rules to manage access and editing permissions for Capsules.
- [About Presentations](https://help.board.com/v14/docs/about-presentations.md): Discover what Presentations are in Board: how slides are built from Screens, navigation between Slides, interactions, and how they integrate with Capsules and Layout logic.
- [Presentations Workspace](https://help.board.com/v14/docs/presentations-workspace.md): Learn how the Presentations workspace works: access your tiles, share, edit, duplicate, delete Presentations, and use the Send-To feature for scheduled email delivery.
- [Edit and Play Modes](https://help.board.com/v14/docs/edit-and-play-mode.md): Learn how to switch between Edit Mode (to build or modify Slides) and Play Mode (to preview end-user interaction) in Board Presentations.
- [Create a new Presentation](https://help.board.com/v14/docs/create-a-new-presentation.md): Learn how to create a new Presentation in Board: add slides from Screens, set navigation paths, edit Layouts, and configure transition settings.
- [Play a Presentation](https://help.board.com/v14/docs/play-a-presentation.md): Learn how Planners launch a Presentation in Play Mode, navigate Slides (autoplay or manual), display Slide Notes, and control playback via the Top Menu.
- [Copy, Delete, and Rename a Presentation](https://help.board.com/v14/docs/copy-delete-rename-a-presentation.md): Learn how to duplicate, delete, or rename a Presentation via the 3-dot menu in the Board Presentations homepage.
- [Export a Presentation](https://help.board.com/v14/docs/export-a-presentation.md): Learn how to export a Presentation to PDF, PowerPoint, Word or PNG; configure header/footer, slide sizes, and export options via the export dialog.
- [Share a Presentation](https://help.board.com/v14/docs/share-a-presentation.md): Learn how to share a Presentation with other Board users or groups, assign view or edit permissions, and manage sharing settings while security profiles control data access.
- [Archive and unarchive a Presentation](https://help.board.com/v14/docs/archive-share-and-manage-a-presentation.md)
- [User features in Presentations](https://help.board.com/v14/docs/features-in-presentations.md)
- [Create a Slide](https://help.board.com/v14/docs/create-a-slide.md): Learn how to add a new Slide from Capsules or from within a Presentation: name it, link the Screen, and apply Layout, Drills, and Selection logic.
- [Copy a Slide](https://help.board.com/v14/docs/copy-a-slide.md): Learn how to copy Slides, choose target Presentations, and optionally reset Layouts or Selections.
- [Save, rename, move, and delete a Slide](https://help.board.com/v14/docs/save-rename-move-delete-a-slide.md): Learn how to save changes (Play Mode or auto-save), rename a Slide, drag it to reorder, or permanently delete it from a Presentation.
- [About Data Modeling](https://help.board.com/v14/docs/about-data-modeling.md): Learn how Board uses multidimensional Data Modeling with Entities, Relationships, and Cubes to enable slice & dice analytics and support fast aggregation.
- [Data Model rules and guidelines](https://help.board.com/v14/docs/data-model-rules-and-guidelines.md): Review key rules for Data Models in Board: setting Time range, order of phases, maximum Entities & Relationships to avoid data explosion, and environment separation.
- [Data Model workspace](https://help.board.com/v14/docs/data-model-workspace.md): Explore the Data Model Workspace: manage Entities, Relationships, Cubes, Time range, Data Readers, Rules, Procedures, API integrations, and security settings.
- [Create a new Data Model](https://help.board.com/v14/docs/create-a-new-data-model.md): Learn how to build a new Data Model in Board: add Entities, define Relationships, generate Cubes, set Time rangea, and configure deployment settings.
- [Delete and rename a Data Model](https://help.board.com/v14/docs/delete-and-rename-a-data-model.md): Learn how to delete or rename a Data Model in Board: ensure dependencies are cleared, manage references, and safely update linked Capsules or Screens.
- [Back up and restore a Data Model](https://help.board.com/v14/docs/back-up-and-restore-a-data-model.md): Learn how to export or backup a Board Data Model to a file and restore it in another environment: version control, dependency checks, and data consistency.
- [About Entities](https://help.board.com/v14/docs/about-entities.md): Learn what Entities are in Board: member code and description, grouping, display settings, and how Entities integrate into Cubes, Layouts, Screens and Procedures.
- [Create an Entity](https://help.board.com/v14/docs/create-an-entity.md): Learn how to create a new Entity in Board: define code width, description width, maximum item count, group, Unbalanced hierarchies, and load members manually or via the Data Reader.
- [Manage Entities](https://help.board.com/v14/docs/manage-entities.md): Discover how to manage Entities during Data Model design in Board: change properties, clear content, group Entities for display, and see where they’re used in Cubes, Screens, and Procedures.
- [Unbalanced hierarchies](https://help.board.com/v14/docs/unbalanced-hierarchies.md): Learn how Unbalanced Hierarchies create parent-child relationships within an Entity: how aggregation works on-the-fly, enabling variable depth trees, and comparison to Rollup Entities.
- [Localization of Entity members](https://help.board.com/v14/docs/localization-of-entity-members.md): Learn how to localize Entity member descriptions: create a Language Entity, load translations, and display content in each user’s preferred language based on their profile settings.
- [About Relationships](https://help.board.com/v14/docs/about-relationships.md): Learn what Relationships are in Board: define how Entities relate with filters, cardinality (1-to-many, many-to-many), and how they influence Cube joins and data propagation.
- [Create a Relationship](https://help.board.com/v14/docs/create-a-relationship.md): Learn how to create a new Relationship: choose source and target Entities, set filters and cardinality, assign whether it’s mandatory or optional, and test relationship logic.
- [Manage Relationships](https://help.board.com/v14/docs/manage-relationships.md): Discover how to manage Relationships: modify filters or cardinality, delete unused Relationships safely, and validate dependency impacts on Cubes, Layouts, and Procedures.
- [About Cubes](https://help.board.com/v14/docs/about-cubes.md): Learn what a Cube is in Board: how it stores data via dimensions (Entities or Relationships), defines granularity, and supports slicing, drilling and aggregations.
- [About Sparse structures](https://help.board.com/v14/docs/about-sparse-structures.md): Discover how sparse structures work in Board: allocate storage only for meaningful combinations, reduce disk usage, and optimize Cube performance.
- [Create a Cube](https://help.board.com/v14/docs/create-a-cube.md): Learn how to create a new Cube in Board: choose properties, set the structure via Entities, configure sparsity, and finalize settings.
- [Manage Cubes](https://help.board.com/v14/docs/manage-cubes.md): See how to manage Cubes in Board: align and verify versions, change structure, delete or clear data, monitor sparsity, and optimize storage.
- [Datasets](https://help.board.com/v14/docs/datasets.md): Learn what Datasets are in Board, how Developers define them via the Dataset Catalog or Layouts, and how they support Foresight workflows and the M365 Excel Add-in.
- [The Time Range section](https://help.board.com/v14/docs/the-time-range-section.md): Learn how to view and modify the Time Range in a Board Data Model: adjust start/end years, manage Time Entities, create custom Time Entities, and understand data clearing implications.
- [About Procedures](https://help.board.com/v14/docs/about-procedures.md): Learn what Procedures are in Board: sequences of Actions (Steps) used to automate tasks like calculations, data extracts, navigation and reporting.
- [Create a Procedure](https://help.board.com/v14/docs/create-a-procedure.md): Learn how to create a Procedure in a Board Data Model or a Capsule. Add Steps and Groups, create temporary Cubes, and run procedures like dataflows, API calls, or refresh data actions.
- [Manage Procedures](https://help.board.com/v14/docs/manage-procedures.md): Learn how to manage Board Procedures: run, edit properties, duplicate, delete, clean breakpoints, and monitor execution in System Administration.
- [Procedure Debugger](https://help.board.com/v14/docs/procedure-debugger.md): Learn how the Procedure Debugger lets Board Developers insert breakpoints, inspect Step execution, pause at groups or Actions, and trace logic flow
- [About Procedure Actions](https://help.board.com/v14/docs/about-procedure-actions.md): Learn how Procedure Actions and Steps in Board are grouped by purpose (Screen, Selection, Calculation, Data Reader, Execution Flow, etc.) and how they drive the logic of Procedures.
- [Screen Action group](https://help.board.com/v14/docs/screen-action-group.md): Learn how the Screen Action Group includes Board Procedure steps like Go to Screen, Go to Capsule, Refresh Data, Export Screen, Show Message and how they operate in Capsule Procedures.
- [Select Action group](https://help.board.com/v14/docs/select-action-group.md): Configure Procedure Steps to set, edit or clear a Select; apply filters on Entities and hierarchies; save or recall Selection Bookmarks; control inheritance within Screens.
- [Calculation Actions](https://help.board.com/v14/docs/calculation-actions.md): Learn how Calculation Actions modify Cube values in Procedures: run Dataflows, apply arithmetic and time shifts, allocate by drivers, control clearing options, and respect Selections.
- [The Dataflow Action](https://help.board.com/v14/docs/the-dataflow-action.md): See how Board Dataflow copies or transforms Cube data: select source and target Blocks, map by Entities, apply functions or time offsets, use driver-based allocation, and set clear/write options.
- [Data Reader Action group](https://help.board.com/v14/docs/data-reader-actions-group.md): Run Data Readers from a Procedure to load Entities and Cubes; pass Parameters; handle errors; review execution logs; chain loads for staging and incremental refresh.
- [Execution flow Action group](https://help.board.com/v14/docs/execution-flow-action-group.md): Manage Procedure execution: run Groups and Steps in sequence; call other Procedures; use Wait or Pause; set Exit conditions; handle errors and Breakpoints for debugging.
- [REST API call step](https://help.board.com/v14/docs/rest-api-call-step.md): Configure REST API Calls in Board: choose method and URL, headers, body and authentication; execute requests; read responses; handle status codes, timeouts and errors.
- [Extract Action group](https://help.board.com/v14/docs/extract-action-group.md): Extract Cube data or Entity members to CSV, TXT or Excel; set filters and headers; schedule exports; prepare files for downstream systems or auditing.
- [Data Entry Action group](https://help.board.com/v14/docs/data-entry-action-group.md): Enable or disable data entry in Cubes; use Lock and Spread, Split and Splat; validate inputs; clear ranges; align Versions so Planners can write data safely.
- [Data Model Actions group](https://help.board.com/v14/docs/database-action-group.md): Align and verify Cube structures; clear or compress data; rebuild aggregations; run maintenance Steps that keep the Data Models healthy and performant.
- [BEAM Action group](https://help.board.com/v14/docs/beam-action-group.md): Trigger Board Enterprise Analytics Modelling (BEAM) Jobs from Procedures; send or receive files and datasets; monitor status; sequence integrations with Parameters for robust end-to-end pipelines.
- [Analytics Action group](https://help.board.com/v14/docs/analytics-action-group.md): Invoke analytic Steps such as time-series forecasting and model scoring; pass context via Selections; write results to Cubes for downstream Screens and Presentations.
- [Broadcasting Action group](https://help.board.com/v14/docs/broadcasting-action-group.md): Schedule and send Capsules or Presentations via email; apply recipient-specific Selections; choose formats like PDF or PowerPoint; log deliveries for auditing.
- [Advanced Action group](https://help.board.com/v14/docs/advanced-action-group.md): Add conditional logic, loops and calls to other Board Procedures; use Temporary Cubes and Parameters; structure complex automation while preserving readability.
- [XBRL Action group](https://help.board.com/v14/docs/xbrl-action-group.md): Map Board data to taxonomies; generate XBRL instance documents; validate structure; export files for regulatory submission while keeping figures tied to Cube data.
- [About Data Reader Protocols](https://help.board.com/v14/docs/about-data-reader-protocols.md): Data Reader Protocols in Board connect files or databases, map fields to Entities and Cubes, set formats and delimiters, and run validated loads.
- [Data loading guidelines](https://help.board.com/v14/docs/data-loading-guidelines.md): Review Board data loading guidelines: plan Entity keys, handle Time, choose full vs incremental loads, validate mappings, and monitor performance and logs.
- [Create a Data Reader protocol](https://help.board.com/v14/docs/create-a-data-reader-protocol.md): Create a Data Reader Protocol in Board: choose source, set file or DB format, map columns to Entities and Cubes, configure filters and defaults, then save and test.
- [Run and Manage Data Reader Protocols](https://help.board.com/v14/docs/run-and-manage-data-reader-protocols.md): Run Protocols manually or in Procedures; pass Parameters; schedule loads; view execution logs and errors; reprocess failures to keep the Board Data Model aligned.
- [The API Queries section](https://help.board.com/v14/docs/the-api-queries-section.md): Learn how the API Queries section lets Developers create custom queries to expose Board data via REST, returning datasets in JSON format configured with Layouts
- [Rules basic concepts](https://help.board.com/v14/docs/rules-basic-concepts.md): Understand Rules in Board: formulas tied to an Entity that compute member values independently of active Selections; used in Layouts, Procedures, and analytics logic.
- [Create a Rule](https://help.board.com/v14/docs/create-a-rule.md): Learn how to create a Rule: choose the Board target Entity, write and validate the formula, manage dependencies, preview results, and save changes safely in the Data Model.
- [Use of Rules in Layouts](https://help.board.com/v14/docs/use-of-rules-in-layouts.md): See how to add Rules to a Board Layout as Data Blocks, control calculation scope and aggregation, combine with Algorithms and Rankings, and optimize performance for analysis.
- [Use a Rule in a Dataflow](https://help.board.com/v14/docs/use-a-rule-in-a-dataflow.md): Configure a Board Dataflow to reference a Rule as a source or driver; map Entities, apply time offsets or functions, set clear or write options, and validate allocation outcomes.
- [Reverse Rules and Data Entry simulation](https://help.board.com/v14/docs/reverse-rules-and-data-entry-simulation.md): Learn how Reverse Rules allow Board Planners to enter values on calculated members and simulate write-back logic; configure assumptions, enable validation and track input propagation in Cubes.
- [About Data Pickers](https://help.board.com/v14/docs/about-data-pickers.md): Discover the Board Data Picker function that retrieves data from a specific Cube with a selection (Entities and their members) from that Cube. Data Pickers can be used in Rules, API call steps, or Nexel formulas.
- [About Drill Throughs](https://help.board.com/v14/docs/about-drill-throughs.md): Learn how Board Drill Throughs query external relational sources from Data Views; define mappings and parameters; control filters, credentials, and performance.
- [Create a Drill Through protocol](https://help.board.com/v14/docs/create-a-drill-through-protocol.md): Create a Drill Through Protocol in Board: connect to a Data Source, write the SQL, map columns to fields, add parameters and filters, test the query, and save for reuse.
- [Manage Drill Through protocols](https://help.board.com/v14/docs/manage-drill-through-protocols.md): Manage Drill Through Protocols in Board: edit SQL and mappings, enable or disable protocols, set permissions, schedule via Procedures, and review execution logs.
- [The Format section](https://help.board.com/v14/docs/the-format-section.md): Learn how to use the Format section in Board Design Mode: define fonts, colors, borders, tooltips, visibility rules, placeholder text, alignment, and formatting defaults.
- [BEAM overview](https://help.board.com/v14/docs/beam-overview.md): Discover BEAM (Board Enterprise Analytics Modeling): an integrated environment for creating, training, and deploying machine learning models directly within Board.
- [The BEAM Forecasting section](https://help.board.com/v14/docs/the-beam-forecasting-section.md): Learn how to configure Board Forecasting in BEAM: select the dataset, define the target, train predictive models, evaluate results, and publish forecasts to Cubes.
- [The BEAM Clustering section](https://help.board.com/v14/docs/the-beam-clustering-section.md): Explore how BEAM Clustering identifies natural groups in data: select Entities and variables, define Algorithms, view cluster metrics, and deploy results to Board.
- [Azure AutoML overview](https://help.board.com/v14/docs/azure-automl-overview.md): Learn how Board leverages Azure AutoML: connect to Microsoft’s AutoML service, train models externally, and bring predictions back into Board for analytics and reporting.
- [Create an Azure ML forecast scenario](https://help.board.com/v14/docs/create-an-azure-ml-forecast-scenario.md): Learn how to build an Azure ML forecast scenario within Board: define Datasets, map Entities, set target and features, run model training in Azure, and bring results back to Board.
- [The Data Model Security section](https://help.board.com/v14/docs/the-database-security-section.md): Learn how to configure Database Security in Board: define access rights to Entities, set role-based permissions, control visibility at member level, and secure data flows.
- [Security Filters Section](https://help.board.com/v14/docs/security-filters-section.md): See how Board Security Filters restrict data visibility: create filters on Entities, combine conditions, assign to Security Profiles, and test user access at runtime.
- [Cube visibility](https://help.board.com/v14/docs/cube-visibility.md): Learn how to configure Cube Visibility in Board: enable or disable access to specific Cubes, define write permissions, and restrict confidential measures for users or groups.
- [The Summary section](https://help.board.com/v14/docs/the-summary-section.md): Learn how the Summary section shows Board Data Model stats (Cubes, Entities, Rules), enables Maintenance mode, and allows unloading the model from memory.
- [The Impact Analysis section](https://help.board.com/v14/docs/the-impact-analysis-section.md): Use the Board Impact Analysis tool to visualize and analyze links among Entities, Cubes, Procedures, Capsules, Rules and more; identify potential breaks before making changes
- [The Logs section](https://help.board.com/v14/docs/the-logs-section.md): Explore the Logs section to track all actions in a Board Data Model (Operations, Saturation, Diagnostics, and Active Models) with full details, timestamps and error codes.
- [Board Signals](https://help.board.com/v14/docs/board-signalss.md): Learn how the Board Signals add-on delivers industry-specific economic indicators, integrates into a dedicated Cube and supports Planners, Developers and Analysts with strategic insights.
- [About Board Foresight](https://help.board.com/v14/docs/about-board-foresight.md): Learn what Board Foresight is: an enhancement to the Board platform that integrates internal and external data, supports forecasting and scenario planning for strategic and operational planners
- [Getting started with Board Foresight](https://help.board.com/v14/docs/projects-1.md): Learn what Board Foresight is: an enhancement to the Board platform that integrates internal and external data, supports forecasting and scenario planning for strategic and operational planners.
- [Navigating the Workspace](https://help.board.com/v14/docs/the-search-modal.md): Learn how the Search Modal dialog window in Board enables fast search of Capsules, Screens and Presentations; apply filters, preview results and open items directly.
- [Project Data](https://help.board.com/v14/docs/data.md): Learn how to import, clean, and manage datasets in Board Foresight: map sources, validate values, define metadata and align data for modeling and forecasting.
- [Indicator Page](https://help.board.com/v14/docs/indicator-page.md): Learn how the Indicator Page lets Board Planners view, filter, and edit indicators; inspect historical values, metadata, and dataset connections.
- [Discover](https://help.board.com/v14/docs/discover.md): Learn how to use Discover in Board Foresight: run automated jobs to surface influential indicators, apply filters, and export findings for planning.
- [Workbenches](https://help.board.com/v14/docs/workbench.md): Understand Workbench in Board Foresight: select a primary indicator, add secondaries, test correlations and offsets, visualize results and export for review.
- [Predict](https://help.board.com/v14/docs/predict.md): Learn how to use Predict in Board Foresight: choose your indicators, set forecast parameters, run the model and publish forecasts back to Board.
- [Scenarios](https://help.board.com/v14/docs/scenario.md): Learn how to create and manage Scenarios in Board Foresight: adjust assumptions, define time-frequency, compare forecast outcomes and evaluate business impact.
- [Models and Model Output Page](https://help.board.com/v14/docs/models.md): Understand how to build Models in Board Foresight: create, train, and validate predictive models, assign indicators, and evaluate forecast accuracy.
- [Model Edit Page](https://help.board.com/v14/docs/model-edit-page.md): Learn how to use the Model Edit Page in Board Foresight: adjust parameters, choose algorithm types, train models, monitor performance, and publish results.
- [Charts](https://help.board.com/v14/docs/charts-1.md): Learn how to build custom Charts in Board Foresight: add indicators or Workbench data series, choose frequency and calculation, manage layout and export options.
- [Foresight Glossary of Terms](https://help.board.com/v14/docs/foresight-glossary.md): Access a curated glossary: browse definitions for key terms like Accuracy, Aggregation and Annualized Model Error Trend (Slope) used in Board Foresight and analytics workflows.
- [About Sections](https://help.board.com/v14/docs/about-sections.md): Learn what Sections are in Board Foresight: key views like Model Health Dashboard, Reports and Insights; understand layout options, filters and how they support scenario analysis.
- [April 2025](https://help.board.com/v14/docs/latest-updates-april-2025.md): See what’s new in April 2025: monitoring improvements, data model tools, expanded API endpoints and minor fixes across the Board platform.
- [May 2025](https://help.board.com/v14/docs/latest-updates-may-2025.md): Review the May 2025 Board release: new features, minor enhancements and performance updates for Administrators, Developers and Planners.
- [June 2025](https://help.board.com/v14/docs/june-2025.md): Explore the June 2025 update: recap new features, minor improvements and platform enhancements for Board Administrators, Developers and Planners.
- [July 2025](https://help.board.com/v14/docs/july-2025-2-weeks-post-close-august-15th.md): Review the July 2025 release: transformation carry-through, Board & Foresight integration, Data load improvements, bug fixes and model/workbench enhancements.
- [About Board MS Office Add-ins](https://help.board.com/v14/docs/about-board-add-ins.md): Learn what Board Add-ins are: Excel, Word, PowerPoint, Power BI integrations that let users interact with Board data, refresh Layouts, and enable write-back from external apps.
- [Power BI Add-in](https://help.board.com/v14/docs/power-bi-add-in.md): Learn how the Power BI Add-in uses Board’s Presentation APIs to import Presentation, Slide, Screen Object and Layout data into Power BI Desktop for reporting and analysis.
- [Getting Started with Office Add-ins](https://help.board.com/v14/docs/getting-started-with-office-add-ins.md): Learn how to use Board Office Add-ins across Excel, Word, PowerPoint: connect to Board, insert Layouts or Slides, refresh data, and enable write-back features.
- [Board Office Add-ins installation](https://help.board.com/v14/docs/office-add-ins-installation.md): Follow steps to install Board Office Add-ins: choose add-in for Excel, Word or PowerPoint; configure connection; manage permissions; troubleshoot installation issues.
- [The Board Office Add-in Layout](https://help.board.com/v14/docs/the-board-office-add-in-layout.md): Learn how to insert a Board Layout via Office Add-in: choose Data Model, define axes, apply filters or selects, link to Cubes, and manage auto-refresh.
- [About Board Excel Add-in](https://help.board.com/v14/docs/about-board-excel-add-in.md): Learn about the Board Excel Add-in: connect Excel to Board, import Layouts or Data Views, refresh data, and enable write-back from spreadsheets.
- [Excel Add-in Selection](https://help.board.com/v14/docs/excel-add-in-selection.md): Understand how to apply and clear Selections from Excel using the Board Excel Add-in: limit Entity values, connect filters, and sync selection context between Excel and Board.
- [Create a Data View with Board Excel Add-in](https://help.board.com/v14/docs/create-a-data-view-with-board-excel-add-in.md): Learn how to embed a Data View from Board into Excel: define axes, Blocks, formatting, enable drills, set refresh rules, and link to Board’s Data Model.
- [Board Excel Add-in functions](https://help.board.com/v14/docs/board-excel-add-in-functions.md): Explore built-in functions in the Board Excel Add-in: GET, SET, BLOCK, DRILL, SELECTION, etc., to query or write data, map Layouts and interactively update values.
- [About Board Word Add-in](https://help.board.com/v14/docs/about-board-word-add-in.md): Learn how the Board Word Add-in enables inserting Screens, Slides, or Layouts into Word with live data refresh and connectivity to Board.
- [Create an Object with Board Word Add-in](https://help.board.com/v14/docs/create-an-object-with-board-word-add-in.md): Learn how to use the Board Word Add-in to add a Screen, Slide or Layout into a Word document; configure refresh, formatting, and hyperlink behavior.
- [About Board PowerPoint Add-in](https://help.board.com/v14/docs/about-board-powerpoint-add-in.md): Learn about the Board PowerPoint Add-in: insert live Slides or Screens into PowerPoint, auto-refresh data, and maintain connectivity with Board for updates.
- [Create an Object with Board PowerPoint Add-in](https://help.board.com/v14/docs/create-an-object-with-board-powerpoint-add-in.md): Learn how to insert a Board Screen or Slice as an object in PowerPoint using the Board Add-in; configure update options, formatting, and hyperlink behavior.
- [About System Administration](https://help.board.com/v14/docs/about-system-administration.md): Learn the role of System Administration in Board: user and license management, security and access, data sources, monitoring, ALM, and global system settings.
- [Before you begin](https://help.board.com/v14/docs/before-you-begin-1.md): Review essential steps before using Board: system requirements, user roles, environment structure, and tips to prepare for configuration and modeling.
- [Quick tour of the interface](https://help.board.com/v14/docs/quick-tour-of-the-interface.md): Take a guided walkthrough of Board’s interface: Main Menu, Workspace, Capsules, Search, Recents, Favorites, Panels and how to access features quickly.
- [Welcome to the Board Subscription Hub](https://help.board.com/v14/docs/welcome-to-the-board-subscription-hub.md): The Board Subscription Hub is a portal for Administrators to manage users across multiple Board Cloud Platforms; see all Platforms at a glance and access them quickly.
- [The Users section](https://help.board.com/v14/docs/the-users-section.md): Learn how Administrators use the Users section in Board Subscription Hub to add users, assign roles, reset passwords, filter by status, and perform bulk actions.
- [Import users](https://help.board.com/v14/docs/import-users.md): Import users into Board Subscription Hub using CSV files; validate required fields, map roles and groups, resolve duplicates, and send activation invitations.
- [Export users](https://help.board.com/v14/docs/export-users.md): Export user data from Board Subscription Hub to CSV; choose fields, apply filters by role or status, and generate lists for audits or provisioning.
- [Client API section](https://help.board.com/v14/docs/client-api-section.md): Learn how to create and manage OAuth clients in Board: set redirect URIs, assign scopes, rotate client secrets, generate tokens and audit access for integrations.
- [Board Public APIs](https://help.board.com/v14/docs/board-public-apis.md): Overview of Board Public APIs: authenticate, call REST endpoints, handle pagination and filtering; review limits, versioning and security recommendations.
- [Board SCIM API overview](https://help.board.com/v14/docs/board-scim-api-overview.md): Understand how the SCIM API provisions Users and Groups: connect your IdP, map attributes, sync roles; support create, update, deactivate and reconciliation.
- [SCIM API endpoints](https://help.board.com/v14/docs/scim-api-endpoints.md): Reference for Board SCIM endpoints: /Users and /Groups with GET, POST, PATCH, DELETE; query with filters; manage pagination and schemas; handle errors and status codes.
- [Audit log](https://help.board.com/v14/docs/audit-log.md): The Audit logs keep track of events related to user accounts, connections and related system objects which are managed through Board's Subscription Hub. Filter by user, action or date, inspect details, and export records for compliance and troubleshooting
- [APIs for Audit Logs](https://help.board.com/v14/docs/apis-for-audit-logs.md): The Audit Log APIs allow you to read and extract Audit Logs from within Board for log entries of several Action Types that are automatically recorded in Board. Authenticate, filter by date range or action, paginate results, and integrate with SIEM tools.
- [Sync to Data Model](https://help.board.com/v14/docs/sync-to-data-model.md): Synchronize Subscription Hub users to a Board Data Model; map roles and groups, schedule updates, and ensure security profiles stay consistent across Platforms.
- [The Permission Groups section](https://help.board.com/v14/docs/the-permission-groups-section.md): Learn how the Permission Groups section lets Administrators configure security profiles (roles), assign data access, UI rights and operational capabilities across Board.
- [Adding and managing Permission Groups](https://help.board.com/v14/docs/adding-and-managing-permission-groups.md): Learn how to add new Permission Groups in Board, edit group names or descriptions, assign users to groups, delete groups, and audit group membership and rights.
- [The User metadata section](https://help.board.com/v14/docs/the-user-metadata-section.md): Learn how custom User Metadata in Board lets Administrators define additional new attributes for users, such as region, cost center, role, and more.
- [Add and manage User metadata](https://help.board.com/v14/docs/add-and-manage-user-metadata.md): Learn how to define Board metadata, set data types, assign metadata values to users, filter user lists by metadata, and update or remove metadata entries.
- [The Sign-in page section](https://help.board.com/v14/docs/the-sign-in-page-section.md): Use the Board Sign-in Page section to customize the login experience by adding up to six carousel slides (images, text or both), reorder slides (except the first), preview changes, set transition time, and avoid uploading sensitive info
- [Configure a custom sign-in carousel](https://help.board.com/v14/docs/configure-a-custom-sign-in-carousel.md): Learn how to create slides with predefined templates; upload images/text, choose background color, reorder (except first slide), set 2–15 second transitions, and more.
- [The Enrollment section](https://help.board.com/v14/docs/the-enrollment-section.md): Explore the Enrollment section: design request flows, set defaults, define approvers, and track submissions so users can request access to Board Platforms.
- [Set up an Enrollment process](https://help.board.com/v14/docs/set-up-an-enrollment-process.md): Create a Board Enrollment process: choose target Platform, set eligibility rules, define steps, add approvers, and configure emails for requests and outcomes.
- [Assign default authorizations](https://help.board.com/v14/docs/assign-default-authorizations.md): Set default Authorizations for approved Board new user requests: map Roles and Permission Groups; auto-assign Platform access so users receive the right privileges on approval.
- [Create a request form](https://help.board.com/v14/docs/create-a-request-form.md): Design the Board Enrollment Request Form: add fields, help text and validation; capture just-enough data for routing and auditing; preview before publishing.
- [Define approvers](https://help.board.com/v14/docs/define-approvers.md): Configure approvers for Board Enrollment: set primary and backup approvers, routing rules and SLAs; record approve or reject decisions with comments for audit.
- [The Collaboration section](https://help.board.com/v14/docs/the-collaboration-section.md): Learn how the Board Collaboration section organizes communication and access at scale; create and use User Groups for sharing, enrollments, and platform permissions.
- [User groups](https://help.board.com/v14/docs/user-groups.md): Understand Board User Groups; define membership rules, reuse groups for sharing, approvals, and role assignment; streamline access control across Platforms.
- [Create, edit, delete a User group](https://help.board.com/v14/docs/create-edit-delete-a-user-group.md): See how to add a new User Group in Board, edit its name and membership, or delete it safely; apply groups to sharing, enrollment workflows, and permission assignments.
- [The Identity Provider Federation section](https://help.board.com/v14/docs/the-identity-provider-federation-section.md): Use the Identity Provider Federation section of the Board Subscription Hub to add and manage SAML2 or OIDC identity providers, map ID token claims to user metadata, and secure federated logins.
- [Login scenarios](https://help.board.com/v14/docs/login-scenarios.md): Learn about the supported login scenarios in Subscription Hub: Board credentials, SAML2 or OIDC Identity Providers, mixed modes, Platform access and session behavior.
- [Claim mapping for default user metadata](https://help.board.com/v14/docs/claim-mapping-for-default-user-metadata.md): Map IdP claims to default Board User Metadata fields; configure mappings, fallback values and formats; preview results to ensure correct user provisioning.
- [The Licenses section](https://help.board.com/v14/docs/the-licenses-section.md): Manage user-level licenses in Subscription Hub: view totals and usage; assign or revoke per user; filter by Platform; audit expirations and availability.
- [The General settings section](https://help.board.com/v14/docs/the-general-settings-section.md): Configure global settings for the Board Subscription Hub: organization details, branding, email options, time zone, language, security defaults and session timeout.
- [Board Platform tiles](https://help.board.com/v14/docs/board-platforms-tiles.md): Use the Board Platform tiles to access each Platform; view status and URLs; filter or search; open a Platform quickly from the Subscription Hub.
- [The Four Security Layers model](https://help.board.com/v14/docs/the-four-security-layers-model.md): Understand Board’s four security layers: Roles at Platform level; Features for capability control; Folder Security for content access; Data Security for Entities and Cubes.
- [The Roles section](https://help.board.com/v14/docs/the-roles-section.md): Learn how Board Administrators create and manage Roles in Subscription Hub; group privileges, map users or Permission Groups, and align access across Board Platforms.
- [The Folder security section](https://help.board.com/v14/docs/the-folder-security-section.md): Learn about Board's Folder Security to allow or deny visibility and editing on Capsules and subfolders; assign by Role or group; ensure users see only authorized content.
- [The Features section](https://help.board.com/v14/docs/the-features-section.md): Configure which Security Features each Board Role can use: design tools, data entry, exports, Procedures, BEAM; tailor capabilities for Administrators, Developers and Planners.
- [Online Users](https://help.board.com/v14/docs/online-users.md): Track online Board users in System Administration; view session details, filter by Platform, identify idle sessions, and safely disconnect users to free licenses.
- [Running tasks](https://help.board.com/v14/docs/running-tasks.md): Learn about Running Tasks across your Platform; monitor status and duration, filter by type, inspect details, cancel stalled jobs, and troubleshoot failed executions.
- [About Log settings](https://help.board.com/v14/docs/about-log-settings.md): Configure Log Settings for the Board Platform; set log levels, choose categories, define retention policies, and manage storage to balance insight with performance.
- [The Diagnostic log](https://help.board.com/v14/docs/the-diagnostic-log.md): Use the Diagnostic Log to review granular Board system events; filter by component or severity, open full entries, export records, and accelerate root-cause analysis.
- [Broadcasting](https://help.board.com/v14/docs/broadcasting.md): Learn how Broadcasting in Board sends content automatically: set up schedules, define recipients and filters, export to PDF or Excel, and send via email securely.
- [Data Sources](https://help.board.com/v14/docs/data-sources.md): See how to manage Data Sources in Board: connect relational or cloud systems, configure credentials, test queries, and monitor connection health.
- [Localization](https://help.board.com/v14/docs/localization.md): Learn how to localize Board: manage translations for labels, menus and Entity members; create Language Entities; load and apply localized content per user.
- [Taxonomies](https://help.board.com/v14/docs/taxonomies.md): Understand how Taxonomies structure information in Board: define standardized labels, organize metadata, and maintain consistent categorization across Models.
- [Appearance](https://help.board.com/v14/docs/appearance.md): Customize the graphic charter of your Board installations: set logos, theme colors, tile layout and style, and apply consistent design branding across the Workspace and login screens.
- [Search engine settings](https://help.board.com/v14/docs/search-engine-settings.md): Learn how to configure the Board Search Engine: index Capsules, Screens and Presentations, manage filters and ranking, and ensure fast, accurate search results.
- [Subscriptions](https://help.board.com/v14/docs/subscriptions.md): Manage Subscriptions effectively with our centralized interface, enabling administrators to monitor, run, and control email delivery of presentations and screens.
- [Send To](https://help.board.com/v14/docs/send-to-in-administration.md): Manage Send To jobs in System Administration: review, run, enable, or disable Board Presentations sent via email in various formats.
- [About Presentations in Administration](https://help.board.com/v14/docs/about-presentations-in-administration.md): Manage and audit your Presentations in System Administration efficiently with a sortable, searchable table for oversight and transparency in system administration.
- [Manage Presentations in Administration](https://help.board.com/v14/docs/manage-presentations-in-administration.md): Manage collaboration and access in the Presentations area of System Administration with features like member lists, chat, and author permissions for effective administration.
- [ALM overview](https://help.board.com/v14/docs/alm-overview.md): Learn how ALM enables version control, migration, rollback, snapshot and package strategies across Board environments and teams.
- [Data Model Snapshot](https://help.board.com/v14/docs/data-model-snapshot.md): Create Data Model Snapshots in Board: freeze current Entities, Cubes, Rules and Configurations; compare snapshots; support auditing.
- [Data Model Package](https://help.board.com/v14/docs/data-model-package.md): Build Data Model Packages in Board: export model structure, include snapshots, references, and metadata to deploy in other environments.
- [Capsule Snapshot](https://help.board.com/v14/docs/capsule-snapshot.md): Generate a Capsule Snapshot In Board to capture Screens, Procedures, Slides and navigation; use it for rollback, testing or migration.
- [Capsule Package](https://help.board.com/v14/docs/capsule-package.md): Create a Capsule Package in Board: export structure and content into a portable file ready for import into another environment.
- [CLI automation](https://help.board.com/v14/docs/cli-automation.md): Use Board’s CLI tool to automate admin tasks: deploy ALM packages, run Procedures, manage users, snapshots, backups and environment scripting.
- [Cloud architecture](https://help.board.com/v14/docs/cloud-architecture.md): Board Cloud reduces both setup time and maintenance overheads of your planning applications by offering world-class security, reliability, scalability, and performance.

Board Cloud‘s globally spanning infrastructure supports enterprise level rollouts by providing robust levels of integration with many third-party systems such as ERPs, CRMs, Cloud applications, Data Warehouses, and many more. Learn more about the Board Cloud architecture.
- [Cloud security](https://help.board.com/v14/docs/cloud-security.md): Board Cloud secures data both in transit and at rest using strong encryption algorithms.

Data at rest is encrypted through AES 256-bit encryption, one of the strongest block ciphers available, and is FIPS 140-2 compliant.  All backups of customer information are also encrypted.

Data in transit is protected with at least TLS 1.2 using a 2048-bit RSA certificate with SHA256.

Board SaaS also supports BYOK, which further increases confidentiality at the application server layer. Keys and certificates are saved in vaults within the tenant and inherit isolation.

Customer Data and records are protected through access controls, encryption, and secure storage solutions. Retention policies ensure that data is preserved as required and securely disposed of when no longer needed. Read more about Board's Cloud security.
- [Cloud reliability and business continuity](https://help.board.com/v14/docs/cloud-reliability-and-business-continuity.md): Board has a well-defined Governance System for Information Security. This system has been defined in accordance with the rules and criteria provided by industry best practices and international reference standards (ISO). An Information Security Management System created by Board also includes aspects of business continuity (as required by ISO A.17: information security aspects of business continuity management) to ensure the availability and integrity of the service and any data stored within. Read more about the Board Cloud reliability and business continuity.
- [Shared responsibility model](https://help.board.com/v14/docs/shared-responsibility-model.md)
- [Regulatory compliance and certifications](https://help.board.com/v14/docs/regulatory-compliance-certifications.md): Board Cloud has been built from the ground up in accordance with industry best practices and current regulatory requirements. 

As part of the Company’s commitment to maintaining a world-class security service, Board validates the effectiveness of its cloud security controls by auditing its environment using internationally recognized auditing standards. Board has achieved the following certifications: ISO/IEC 27001:2022, SOC 1 Type II, SOC 2 Type II, and SOC 3. Read about the certifications of Board Cloud in more detail.
- [Board Best Practices](https://help.board.com/v14/docs/board-best-practices.md): Explore Board Best Practices: guidelines for Data Model complexity, Capsule design, Cube optimization, ALM strategy, and performance tuning for scalability and maintainability.
- [Board How-To Guides](https://help.board.com/v14/docs/board-how-to-guides.md): Access Board How-To Guides: practical tutorials covering setup, modeling, Capsules, translation, add-ins, and advanced feature workflows.
- [What's new in the Board 14.5 release?](https://help.board.com/v14/docs/whats-new-in-the-board-145-release.md)
- [Other Enhancements](https://help.board.com/v14/docs/error-management.md)
- [Minor features and update notes 14.5](https://help.board.com/v14/docs/minor-features-and-update-notes-144.md)
- [What's new in the Board 14.4 release?](https://help.board.com/v14/docs/whats-new-in-the-board-144-release.md): Explore key updates in Board 14.4: the new Board Foresight add-on, Administrator’s View of Presentations, enhanced Data Reader error management, expanded substitution formulas and Phase 1 accessibility improvements.
- [Board Foresight](https://help.board.com/v14/docs/feature-2-1.md): Explore Board Foresight: surfacing external drivers, AI-generated insights, continuous forecasting and a semantic Dataset layer for self-service analytics.
- [Platform Enhancements](https://help.board.com/v14/docs/platform-enhancements.md): Explore Platform Enhancements in Board Foresight: UI improvements, workflow upgrades, expanded data support, and tighter integration with the Board ecosystem.
- [Minor features and update notes 14.4](https://help.board.com/v14/docs/minor-features-and-updates.md): Review minor features and updates in Board 14.4: usability improvements, object enhancements, performance optimisations and stability fixes for Administrators, Developers and Planners.
- [What's new in the Board 14.3 release?](https://help.board.com/v14/docs/whats-new-in-the-board-14-3-release.md): Check out the Board 14.3 release: new features, UI enhancements, back-end optimizations and performance improvements across the platform for Administrators, Developers and Planners.
- [Flex Grid Data Entry](https://help.board.com/v14/docs/flex-grid-data-entry.md): Learn how Planners and Developers enable Data Entry on Board Flex Grid Objects: configure Blocks, enable Split & Splat, lock cells and validate inputs.
- [Flex Grid By Column](https://help.board.com/v14/docs/flex-grid-by-column.md): Learn how to use the “By Column” feature in the Board Flex Grid Layout: allow Columns to act like Rows, reorder Entities dynamically and support advanced analysis.
- [Flex Grid Drill Down and Drill Anywhere](https://help.board.com/v14/docs/flex-grid-drill-down-and-drill-anywhere.md): Learn how Board Planners can use Drill-Down and Drill Away in Flex Grid Objects: click on cells or headers, navigate to Screens, Entities or Procedures and preserve context.
- [Flex Grid Range Charts](https://help.board.com/v14/docs/flex-grid-range-charts.md): Learn how Board Developers add Range Charts inside Flex Grid Objects: create mini-charts within rows/columns, format thresholds and integrate drill actions.
- [Additional Flex Grid Object Interaction Features](https://help.board.com/v14/docs/additional-flex-grid-object-interaction-features.md): Explore further interaction enhancements in Board's Flex Grid: multi-filtering, pivot mode, export to Excel, embedded charts and improved performance.
- [Economic Indicators in Board Signals](https://help.board.com/v14/docs/board-signals-economic-indicators.md): Learn how the Board Signals add-on delivers more than 750 economic indicators; activate industry packages, load data into Cubes, create Screens and Presentations for strategic insights.
- [Other Enhancements 14.3](https://help.board.com/v14/docs/other-enhancements-14-3.md): Explore additional enhancements in Board 14.3: refined user interface, updated object behaviour, integration tweaks and performance upgrades for Developers, Administrators and Planners.
- [Minor features and update notes 14.3](https://help.board.com/v14/docs/minor-features-and-update-notes-143.md): Review the minor features and updates in Board 14.3: improved object behavior, UI refinements, integration polish and stability fixes for Developers, Administrators and Planners.
- [What's new in the Board 14.2 release?](https://help.board.com/v14/docs/whats-new-in-the-board-14-2-release.md): Review the Board 14.2 release highlights: feature enhancements, UI optimizations, integration updates and performance improvements for Administrators, Developers and Planners.
- [Minor features and update notes 14.2](https://help.board.com/v14/docs/minor-features-and-update-notes-142.md): Review the minor features and update notes in Board 14.2: UI tweaks, object refinements, integration enhancements and stability fixes for Developers, Administrators and Planners.
- [What's new in the Board 14.1 release?](https://help.board.com/v14/docs/whats-new-in-board-14-release.md): Explore the major enhancements in Board 14: New Layout Editor, Flex Grid Object, improved UX/UI, Dynamic Engine, container performance and modernized API support.
- [The new Layout Editor](https://help.board.com/v14/docs/the-new-layout-editor.md): Explore the New Layout Editor in Board: build and edit Layouts with drag-and-drop Blocks, contextual navigation, breadcrumbs and live preview for Developers and Designers.
- [Quick Layout improvements](https://help.board.com/v14/docs/quick-layout-improvements.md): In Board 14 the Quick Layout has been enhanced: Developers can define which Entities are Row-only, Column-only or mandatory, set default Data Blocks visibility and enable auto-refresh for Planners.
- [Right-click function](https://help.board.com/v14/docs/right-click-function.md): Explore how the new right-click function in Board 14 lets Administrators, Developers and Planners open context menus on Capsules, Folders, Screens, Layouts and Objects for quick actions.
- [Sliding panels and toolbar enhancements](https://help.board.com/v14/docs/sliding-panels-and-toolbar-enhancements.md): Learn about sliding panels and toolbar upgrades in Board 14: Properties panels, Object toolbars, left-hand Resources tab and enhanced menus boost usability for Admins, Developers and Planners.
- [UX/UI other enhancements](https://help.board.com/v14/docs/uxui-other-enhancements-1.md): See additional UX/UI enhancements in Board 14: edit multiple Blocks together, improved layer management, updated menus and better efficiency across Screens and Capsules.
- [The new Flex Grid Object](https://help.board.com/v14/docs/the-new-flex-grid-object.md): Discover the New Flex Grid Object in Board 14: support for >1 M rows, Excel-like pivoting, grouping, filtering, embedded charts and enhanced performance for Analysts and Developers.
- [The new Dynamic engine](https://help.board.com/v14/docs/the-new-dynamic-engine.md): Learn about the New Dynamic Engine powering Board 14: improved memory management, calculation speed, simplified architecture and scalability for large analytic applications.
- [Other enhancements 14.1](https://help.board.com/v14/docs/other-enhancements-14-1.md): Review additional enhancements in Board 14.1: UI refinements, small feature updates, performance fixes, new object enhancements and improved certification support.
- [Minor features and update notes 14.1](https://help.board.com/v14/docs/minor-features-14-1.md): Discover the minor features in Board 14.1: optimised navigation, updated icons, refined object behaviour, usability tweaks and bug fixes recommended for Developers and Administrators.
- [Upgrading from previous Board 12 Releases](https://help.board.com/v14/docs/upgrading-from-previous-board-12-releases.md): See supported upgrade paths from Board 12 releases; prerequisites, backups, testing, and post-upgrade checks to ensure a safe update.
- [Upgrading to Board 14 release from Board 11 and older](https://help.board.com/v14/docs/upgrading-to-board-14-release-from-board-11-and-older.md): Learn how to upgrade to Board 14 from Board 11 and older versions: requirements, compatibility checks, migration steps, rollback options and verification procedures.
- [What's new in Board 12.6 (2023 Summer) release](https://help.board.com/v14/docs/whats-new-in-board-12-6.md): Explore key updates in Board 12.6: new API enhancements, ALM improvements, UI refinements, performance upgrades, and expanded SCIM support for Administrators and Developers.
- [Bug fixes and minor changes 12.6](https://help.board.com/v14/docs/bug-fixes-and-minor-changes-12-6.md): Review bug fixes and minor changes in Board 12.6: resolved issues, improved stability and small enhancements across features for Developers, Administrators and Planners.
- [REST API call Procedure step enhancements](https://help.board.com/v14/docs/rest-api-call-procedure-step-enhancements.md): See what’s new in the REST API Call step at Board: additional auth and headers, richer payload handling, response mapping, improved logging, and clearer error management.
- [Azure AutoML Integration](https://help.board.com/v14/docs/azure-automl-integration.md): Learn how to connect Board with Azure AutoML: configure authentication, define datasets and targets, train in Azure, and publish predictions back to Cubes.
- [New Board SCIM API](https://help.board.com/v14/docs/new-board-scim-api-12-6.md): Explore SCIM API updates in Board 12.6: expanded Users/Groups endpoints, better attribute mapping, refined filtering and pagination, plus compatibility considerations.
- [Integrated ALM - Transporter improvements](https://help.board.com/v14/docs/integrated-alm-transporter-improvements.md): Review the Board ALM Transporter upgrades: faster package creation, dependency checks, conflict warnings, new CLI options, and rollback controls for safer deployments.
- [Other enhancements 12.6](https://help.board.com/v14/docs/other-enhancements-12-6.md): See additional improvements in Board 12.6: UI refinements, performance fixes, object updates, security enhancements, and certification changes across the Platform.
- [Upgrading from previous Board 12 releases](https://help.board.com/v14/docs/upgrading-to-12-6-from-previous-board-12-releases.md): Learn how to upgrade from previous Board 12 builds to 12.6: review patch notes, apply pre-checks, handle interim versions and perform post-upgrade verification.
- [Upgrading to 12.6 from Board 11 and older](https://help.board.com/v14/docs/upgrading-to-12-6-from-board-11-and-older.md): Learn how to upgrade to Board 12.6 from Board 11 or older: version dependencies, backup strategy, compatibility checks, migration tasks and post-upgrade validation.
- [Tips for a quick regression test](https://help.board.com/v14/docs/tips-for-a-quick-regression-test.md): Explore efficient techniques for a Quick Board Regression Test: key Screens, critical procedures, high-impact Cubes and smoke steps for timely pilot release.
- [Regression test](https://help.board.com/v14/docs/regression-test.md): Learn how to execute a Regression Test in Board: validate changes, compare baselines, ensure readiness, and report deviations for Administrators and Developers.
- [What's new in Board 12.5 (2023 Spring) release](https://help.board.com/v14/docs/whats-new-in-board-12-5.md): Explore key updates in Board 12.5: new Data View formatting options, Smart Import improvements, centralised style templates and a REST API Call step for greater integration.
- [Bug fixes and minor changes 12.5](https://help.board.com/v14/docs/bug-fixes-and-minor-changes-12-5.md): Review resolved issues and minor updates in Board 12.5: improved stability, usability refinements and small feature tweaks benefiting Developers, Administrators and Planners.
- [New Data View formatting options](https://help.board.com/v14/docs/new-data-view-formatting-options.md): Learn about the enhanced formatting options for the Data View: adaptive number scaling (K/M/B) and improved column visibility controls to support Board Developers and Planners.
- [New REST API call Procedure step](https://help.board.com/v14/docs/new-rest-api-call-procedure-step-12-5.md): Explore the REST API Call step enhancements in Board 12.5: support for PATCH and DELETE requests, improved authentication workflows, response mapping, and execution logging.
- [Custom style templates](https://help.board.com/v14/docs/custom-style-templates.md): Learn how to create Custom Style Templates in Board: set fonts, colors, components and layouts; apply templates across Screens and Capsules to maintain consistent branding.
- [Other enhancements 12.5](https://help.board.com/v14/docs/other-enhancements-12-5.md): See additional enhancements in Board 12.5: refined UI icons, improved Smart Import flows, data-entry rule updates, integration adjustments and overall performance improvements.
- [Upgrading to 12.5 from previous Board 12 releases](https://help.board.com/v14/docs/upgrading-to-12-5-from-previous-board-12-releases.md): Learn how to upgrade from prior Board 12 builds to version 12.5: check patch dependencies, apply update strategy, backup data and validate functionality for Administrators and Developers.
- [What's new in Board 12.4 (2022 Summer) release](https://help.board.com/v14/docs/whats-new-in-board-12-4.md): Discover the key updates in Board 12.4: new style templates, conditional themes, menu object enhancements, UX refinements and export improvements for Administrators and Developers.
- [Bug fixes and minor changes 12.4](https://help.board.com/v14/docs/bug-fixes-and-minor-changes-12-4.md): Review the bug fixes and minor updates in Board 12.4: resolved UI issues, optimization improvements and small feature refinements for Developers and Administrators.
- [The new Smart Import Object](https://help.board.com/v14/docs/the-new-smart-import-object.md): Learn how the new Smart Import Object enables Developers and Planners in Board to load data directly from Screens via manual entry, copy-paste or .xlsx files with mapping, validation and execution options.
- [New Cube visibility feature](https://help.board.com/v14/docs/new-cube-visibility-feature.md): Learn how the new Cube Visibility feature lets Board Administrators restrict access to specific Cubes by Role or Profile, control write permissions, and protect sensitive measures.
- [New Power BI Add-in](https://help.board.com/v14/docs/new-power-bi-add-in.md): Explore the new Power BI Add-in: import Board Presentations and Data Views into Power BI Desktop, refresh connections, and embed live data within interactive dashboards.
- [Bring your own key encryption (BYOK) - Beta](https://help.board.com/v14/docs/bring-your-own-key-encryption-byok-beta.md): Discover Board’s BYOK Beta: enable customer-managed encryption keys in the cloud, manage key rotation, and audit key usage to enhance data security and compliance.
- [Other enhancements 12.4](https://help.board.com/v14/docs/other-enhancements-12-4.md): Explore additional enhancements in Board 12.4: improved context menus, refined export workflows, minor object upgrades and UI optimisations benefiting Developers and Planners.
- [Upgrading to 12.4 from previous Board 12 releases](https://help.board.com/v14/docs/upgrading-to-12-4-from-previous-board-12-releases.md): Learn how to upgrade to Board 12.4 (2022 Summer release) from earlier Board 12 versions: prerequisites, backup strategy, installation steps and post-upgrade checks.
- [What's new in Board 12.3 (2022 Spring) release](https://help.board.com/v14/docs/whats-new-in-board-12-3.md): Key updates in Board 12.3 include new Extract Procedure steps, Subscription Hub improvements, UI refinements, and performance/stability gains for Admins, Developers and Planners.
- [Bug fixes and minor changes 12.3](https://help.board.com/v14/docs/bug-fixes-and-minor-changes-12-3.md): Review the bug fixes and minor changes in Board 12.3: resolved issues, optimizations and stability improvements for Administrators, Developers and Planners.
- [New REST APIs](https://help.board.com/v14/docs/new-rest-apis.md): Explore Board’s new REST APIs: updated endpoints, expanded query types, enhanced authentication methods, richer response formats, and tighter integration support.
- [Data entry on vertically aligned Layouts](https://help.board.com/v14/docs/data-entry-on-vertically-aligned-layouts.md): Learn how to configure data entry when Layouts are vertically aligned: set row-vs-column mode, enable write-back for Planners, handle select propagation and validate write operations in Board.
- [Other enhancements 12.3](https://help.board.com/v14/docs/other-enhancements-12-3.md): Additional Board 12.3 changes: minor UI tweaks, refined object behavior, connector updates and reliability fixes; notes relevant to Administrators, Developers and Planners.
- [Upgrading from previous Board 12 releases](https://help.board.com/v14/docs/upgrading-to-12-3-from-previous-board-12-releases.md): Move from earlier Board 12 to 12.3 with prerequisites, backups, compatibility checks, detailed upgrade sequence, validation tasks and rollback planning.
- [What's new in Board 12.2 (2021 Winter) release](https://help.board.com/v14/docs/whats-new-in-board-12-2.md): Explore key updates in Board 12.2: enhanced procedures, UI polish, integration updates and performance gains supporting Administrators, Developers and Planners.
- [Bug fixes and minor changes 12.2](https://help.board.com/v14/docs/bug-fixes-and-minor-changes-12-2.md): See the bug fixes and minor changes in Board 12.2: reliability improvements, corrected edge cases and usability refinements across Platform features.
- [The new Waterfall chart Object](https://help.board.com/v14/docs/the-new-waterfall-chart-object.md): Define steps, totals and subtotals; set colors and labels; enable drill and selection behavior to analyze movements between values with Waterfall charts in Board.
- [Subscription Hub improvements](https://help.board.com/v14/docs/subscription-hub-improvements.md): Board 12.3 updates streamline user management, audit logging, roles and permissions, and request flows to improve provisioning and governance.
- [New Extract procedure steps](https://help.board.com/v14/docs/new-extract-procedure-steps.md): In Board 12.3, Extract steps export Cubes or Entities to CSV, TXT or Excel; set filters, schedule via Procedures and capture execution logs for auditing.
- [Other enhancements 12.2](https://help.board.com/v14/docs/other-enhancements-12-2.md): Review additional improvements in Board 12.2: refined UI, connector adjustments, object behavior tweaks and stability/performance upgrades for Admins, Developers and Planners.
- [Upgrading from previous Board 12 releases](https://help.board.com/v14/docs/upgrading-to-12-3-from-previous-12-releases.md): Upgrade safely to Board 12.3: verify prerequisites, back up, run compatibility checks, follow migration steps and validate results with post-upgrade testing.
- [What's new in Board 12.1 (2021 Summer) release](https://help.board.com/v14/docs/whats-new-in-board-12-1.md): Explore the Board 12.1 (2021 Summer) release: new Collaboration services, a Geo Map object, Data View & Chart enhancements, and Subscription Hub improvements for Administrators, Developers and Planners.
- [Bug fixes and minor changes 12.1](https://help.board.com/v14/docs/bug-fixes-and-minor-changes-12-1.md): Review bug fixes and minor updates in Board 12.1: reliability improvements, corrected edge cases, and small usability gains for Administrators, Developers and Planners.
- [The new Google Maps Object](https://help.board.com/v14/docs/the-new-google-maps-object.md): Learn what’s new in the Google Maps Object for Board: easier setup, better marker styling and clustering, improved drill-to navigation, and smoother Planner interactions.
- [Data View and Chart enhancements](https://help.board.com/v14/docs/data-view-and-chart-enhancements.md): Review improvements to Board's Data View and Charts: richer formatting, clearer legends and tooltips, refined drill behavior, and performance gains for large datasets.
- [The new Collaboration feature](https://help.board.com/v14/docs/the-new-collaboration-feature.md): Learn how Collaboration enables chat and threaded discussions within Board: share context from Screens, notify teammates and keep activity auditable.
- [The new Feed feature](https://help.board.com/v14/docs/the-new-feed-feature.md): Follow your Feed to see Board Collaboration updates: new messages, mentions, shared items and approvals; jump into context directly from notifications.
- [The new Discussions feature](https://help.board.com/v14/docs/the-new-discussions-feature.md): Attach Discussions to Board Screens and Objects: start topic threads, track decisions, keep context with data selections and notify relevant stakeholders.
- [The new Chat feature](https://help.board.com/v14/docs/the-new-chat-feature.md): Use Board Chat to discuss insights alongside live data: start direct or group threads, mention teammates, share links to Screens and keep conversations organized.
- [Other enhancements 12.1](https://help.board.com/v14/docs/other-enhancements-12-1.md): See additional changes in Board 12.1: user interface refinements, object behavior updates, integration polish, and stability improvements across the Platform.
- [Upgrading from previous Board 12 release](https://help.board.com/v14/docs/upgrading-from-previous-board-12-release.md): Follow the path to upgrade from an earlier Board 12 release: confirm prerequisites, back up, run compatibility checks, execute the update, and validate results.

## v15

- [Welcome to the Board 15 Knowledge Base](https://help.board.com/docs/welcome-to-the-board-knowledge-base.md): Discover everything you need to know about Board 14 software in our detailed reference manual. Your ultimate guide to mastering Board 14!
- [Before you begin](https://help.board.com/docs/before-you-begin.md): Before you begin with Board 14, find out which requirements you need. Upgrade from a previous version and use supported browsers to access Board 14.
- [The workspace](https://help.board.com/docs/the-workspace.md): Understand Board’s Workspace interface: Main Menu, Top Menu, Navigation panel, Tiles, and Contextual Search across Capsules, Data Models, Presentations.
- [Capsules](https://help.board.com/docs/capsules.md): Learn how Board Capsules group dynamic collections of Screens and Procedures into interactive reports and dashboards for insightful reporting, analysis, and decision-making with synchronized data visualizations.
- [Presentations](https://help.board.com/docs/presentations.md): Create interactive presentations with customized enterprise reports, allowing real-time data editing and sharing within your organization. Use Board Presentations to combine Screens (even across Capsules) into interactive slides. Share, collaborate, drill down, and edit all within Board.
- [Board Collaboration services](https://help.board.com/docs/board-collaboration-services.md): Learn how Board Collaboration Services (BCS) enables real-time chat, message threads, email alerts and notifications to boost teamwork directly in Board.
- [Feed](https://help.board.com/docs/feed.md): Feed is a feature that allows certain administrators to post updates, news articles, and more in the feed area to keep all users up-to-date on the projects at hand or otherwise. Read more about how you can use the Feed feature to align your team!
- [Discussions](https://help.board.com/docs/discussions.md): The Discussions feature is an efficient way to keep track of comments, questions, etc. pertaining to individual Screens and Slides by opening an open discussion forum. Team members who work on the same Screen will be able to read and respond to your comments and questions directly. This is distinctive from Chat by organizing comments that are directed to Screens or Slides so they are not mixed together in one chat.
- [Chat](https://help.board.com/docs/chat.md): Chat is a feature that allows team members to chat together and one-on-one globally across the Platform to enhance the collaboration experience within Board. Read more about the possibilities with Chat.
- [Data Model](https://help.board.com/docs/data-model.md): Learn how the Board Data Model defines Entities, Relationships, Cubes, and Data Sources to structure, store, and analyze data efficiently across applications.
- [System Administration](https://help.board.com/docs/system-administration.md): The Board System Administration area lets you configure Users, Security profiles, Licenses, Data Sources, Monitoring, ALM, and system settings at the Platform level.
- [Favorites](https://help.board.com/docs/favorites.md): See how the Board Favorites page shows all Capsules you’ve marked, how to add or remove a Capsule from favorites, and navigate across your preferred content.
- [Recents](https://help.board.com/docs/recents.md): The Recents page shows you all the recent Capsules opened in Board sorted by the date. Learn how the Recents section displays your recently used Board Capsules, Screens, and Reports for faster navigation and productivity.
- [Advanced Search](https://help.board.com/docs/board-search.md): Explore how Board Search enables you to find Capsules, Screens, Presentations, and Slides via keyphrase matching, fuzzy search, and result path display.
- [Help Hub](https://help.board.com/docs/help-hub.md): Access the Help Hub for quick support, training, and documentation on the Board Platform, enhancing your self-sufficiency and user experience.
- [About Capsules](https://help.board.com/docs/about-capsules.md): Discover what Capsules are in Board, how they group Screens and Procedures, and how they support modular app organization and navigation.
- [Capsule design concepts and guidelines](https://help.board.com/docs/capsule-design-concepts-and-guidelines.md): Learn design principles for Capsules: folder organization, home Screen setup, limiting Screens, avoiding redundancy, and optimizing load time.
- [About Design and Play Modes](https://help.board.com/docs/design-and-play-mode.md): Learn how switching between Design Mode and Play Mode lets you build, test, and interact with Capsule elements, screens and logic to validate user flows before deployment.
- [Capsules in Design Mode](https://help.board.com/docs/capsules-in-design-mode.md): Learn how to use Design Mode to create, edit, copy, move, and configure Capsules — with Screen Objects, Resources, Properties and layout tools.
- [Capsules in Play Mode](https://help.board.com/docs/capsules-in-play-mode.md): See how Board’s Play Mode lets users run Capsules in a live-like environment: test navigation, logic, data inputs, and user flows without deploying.
- [About Screens](https://help.board.com/docs/about-screens.md): Learn how Screens in Board let you build dashboards, workflows, and data-driven layouts using customizable Screen Objects and Masks for rich visual interaction
- [Create a Screen](https://help.board.com/docs/create-a-screen.md): Learn how to create a new Screen in Board: choose a Capsule, assign a Data Model, optionally apply a Mask, set default size or copy an existing Screen.
- [Create a copy of a Screen](https://help.board.com/docs/create-a-copy-of-a-screen.md): Learn how to duplicate a Screen in Board (using "Save as" in Design Mode), retain Selections, and choose the Capsule to host the copy.
- [Save, rename, move, and delete a Screen](https://help.board.com/docs/save-rename-move-delete-a-screen.md): Learn how to save changes in Design Mode, rename a Screen via Screen Properties, drag and drop to move, or permanently delete a Screen in Board.
- [Screen properties](https://help.board.com/docs/screen-properties.md): Define properties of a Screen Object in Board: configure and customize your Screen's Layout, Mask rules, Data Models, navigation settings, visibility options, colors, and other features to tailor how your Screen behaves.
- [Add and remove Objects](https://help.board.com/docs/add-and-remove-objects.md): Learn how to add, remove, and manage Board Screen Objects (Charts, Grids, Input fields, HTML, etc.) in Design Mode; control visibility, bindings, and layout.
- [Configure Screen Objects](https://help.board.com/docs/configure-screen-objects.md): Learn how to configure Screen Objects in Board: set bindings to Data Models, define visibility rules, format properties, and specify interactive behaviors.
- [About Screen Masks](https://help.board.com/docs/about-screen-masks.md): Learn how Screen Masks in Board define consistent style and layout across Screens: inherit Objects, backgrounds, logos and control spacing while excluding layout-defined Objects.
- [Create a Screen Mask](https://help.board.com/docs/create-a-screen-mask.md): Learn how to create a Screen Mask in Board: set up global layout elements, assign logos, backgrounds and common design features to reuse across Screens.
- [Save, edit, rename, and delete a Mask](https://help.board.com/docs/save-edit-rename-and-delete-a-mask.md): Learn how to save a Mask via the Top Menu, edit Masks in Design Mode, rename them via Screen Properties, and delete Masks permanently in Board.
- [Create a copy of a Mask](https://help.board.com/docs/create-a-copy-of-a-mask.md): Learn how to copy a Screen Mask in Design Mode; retain layout elements and apply the copy to Screens or Capsules as needed.
- [Associate or detach a Mask with one or more Screens](https://help.board.com/docs/associate-or-detach-a-mask-with-one-or-more-screens.md): Learn how to link or unlink a Screen Mask to multiple Screens in Board: assign an existing Mask or detach it to revert to root Layout definitions.
- [About the Select](https://help.board.com/docs/about-the-select.md): Understand the Select function in Board: how selections on Entities limit data in Cubes, propagate across hierarchies, inherit in Layouts and Screens, and interact with Procedures.
- [Configure, edit, reset a Select](https://help.board.com/docs/configure-edit-reset-a-select.md): Learn how to configure, edit, reset or clear a Select (data filter). Apply selections on Entities, use TO/EXCLUDE, reset per hierarchy or globally.
- [The Focus function](https://help.board.com/docs/the-focus-function.md): Learn how the Focus function in Board refines data display: select a value or range to highlight context in Screen Objects, enforce filters, and guide user insight.
- [Dynamic Selection](https://help.board.com/docs/dynamic-selection.md): Learn how Dynamic Selection works in Board: set select criteria based on current date or Cube values, applying to Time and Non-Time Entities dynamically.
- [Select Bookmarks](https://help.board.com/docs/select-bookmarks.md): Learn how Select Bookmarks let you save, edit, delete, and apply custom Selections per Data Model; bookmarks are user-specific and reusable across Screens.
- [About Screen Objects](https://help.board.com/docs/about-screen-objects.md): Explore Screen Objects in Board: how they display data, act as navigation or editing elements, how they’re configured, and how they interact with Screens, Containers, and the Data Model.
- [About the Layout](https://help.board.com/docs/about-the-layout.md): Learn what the Layout Object is in Board: how it defines queries on the multidimensional Data Model (Cubes, Entities, calculations), applies Selects and filters, and powers data retrieval for Objects and Procedures to enhance data visualization and analysis with dynamic filtering options.
- [Configure a Layout](https://help.board.com/docs/configure-a-layout.md): Learn how to configure a Layout in Board: choose a Data Model, apply Layout Selects, build Data Blocks, set Axes, sort/filter, and apply performance settings in Design and Play Mode for optimal data analysis and visualization in your projects.
- [The Quick Layout](https://help.board.com/docs/the-quick-layout.md): Learn how the Quick Layout feature for Data View, Cartesian, Radar, and Pie Charts lets you define which Entities users can add by Row or Column, require or remove Entities, and set default Data Blocks in Play Mode.
- [The Quick Layout in Play Mode (Rows & Columns)](https://help.board.com/docs/the-quick-layout-in-play-mode-rows-columns.md): See how Board users in Play Mode can click “Rows & Columns” on a Screen Object to move or exclude Entities (if allowed), enabling dynamic data display while maintaining Quick Layout constraints.
- [About Data Blocks of a Layout](https://help.board.com/docs/about-data-blocks-of-a-layout.md): Learn what Data Blocks are in a Layout: their allowed types (Cube, Algorithm, Entity, Rule, Ranking), how block letters are assigned and updated, and how block deletion affects formulas, optimizing queries and visualizing data effectively for better insights.
- [Algorithms](https://help.board.com/docs/algorithms.md): Learn how (column) Algorithms compute values in a Layout using formulas across Data Blocks and explore supported functions for effective data analysis.; supports numeric, text, date, image types.
- [Ranking functions](https://help.board.com/docs/ranking-functions.md): Learn how Ranking Functions in Board rank values or assign percentiles across Data Blocks; apply within Layouts and control ranking criteria and ties to enhance your data analysis with vertical percentages, counters, and cumulated values for insightful reports.
- [Rules](https://help.board.com/docs/rules.md): Learn how to create and apply Rules in Data Models, defining members and enhancing Cubes with effective formulas for better data analysis. Rules are formulas tied to a single Entity that compute the value of one member based on others, applied to Cubes irrespective of active Selections.
- [About Data Block Settings](https://help.board.com/docs/about-data-block-settings.md): Discover how to configure Data Block settings in Board to enhance data manipulation and appearance in your layouts effectively: column headings, summaries, alerts, data entry, formatting, and apply settings per Screen Object .
- [Axes area settings](https://help.board.com/docs/axes-area-settings.md): Configure your Layout Editor's Axes by selecting Entities for rows and columns, optimizing data display in Cubes and Data Blocks effectively.
- [Layout filters and sorting](https://help.board.com/docs/layout-filters-and-sorting.md): Learn how to configure Layout Filters and Sorting in Board. Apply value-based filters, sort rows and columns by reference Blocks, use Keep Totals or Keep Top settings, and control hierarchical order in your Layouts.
- [The Layout Select](https://help.board.com/docs/the-layout-select.md): Learn how to apply custom Layout selections in the Layout editor, enhancing performance and managing Screen selections effectively for optimal results.
- [About Data Entry and Advanced Transaction Object (ATO)](https://help.board.com/docs/about-data-entry-and-advanced-transaction-object-ato.md): Explore version changes and advanced Data Entry features for analytical applications, enhancing user interaction and data management in Board. ATO lets users perform CRUD operations on Entities, manage Relationships, and control Cube write-back logic in analytic applications.
- [Data Entry on Cubes (Cube write-back)](https://help.board.com/docs/data-entry-on-cubes-cube-write-back.md): Learn how to enable and manage Cube write-back in Board via Data View or Flex Grid: numeric, text, date, and BLOB data-entry methods, validations, locking and version alignment.
- [Lock and Spread](https://help.board.com/docs/lock-and-spread.md): Unlock advanced data entry capabilities with Board’s Lock and Spread feature. Learn how to lock selected cells, allocate values proportionally, use advanced allocation modes (totals, averages, growth, etc.), and manage hierarchical data entry. Available in both Simple and Advanced modes for Data Views, Flex Grids, and numerical blocks.
- [Managing Relationships with Data Entry](https://help.board.com/docs/managing-relationships-data-entry.md): Learn how Board handles data entry across Relationships, including write-back logic, propagation, entity linking, and maintaining data integrity within the Data Model.
- [The Logical Data Entry: Data Split & Splat](https://help.board.com/docs/the-logical-data-entry-data-split-splat.md): Learn how Logical Data Entry works in Board: use Data Split and Splat to distribute user inputs across multiple dimensions and enforce allocation logic within the Data Model.
- [About the Advanced Transaction Object (ATO)](https://help.board.com/docs/about-the-advanced-transaction-object-ato.md): Understand how ATO offers a guided interface for Planners to create and edit Entity members and Relationships, with data entry enabled in Cubes once selections are made.
- [Enable ATO Management](https://help.board.com/docs/enable-ato-management.md): Learn how to enable ATO Management in Board: Enable ATO in Screen or Container properties, auto-enable via Entity Editor, and configure isolated ATO environments.
- [Entity Editor in ATO](https://help.board.com/docs/entity-editor-in-ato.md): Learn how the Board Entity Editor Object enables creating/editing Entity members and managing Relationships in an ATO environment; acting as a Pager for Layouts.
- [The Data View Object](https://help.board.com/docs/the-data-view-object.md): Learn how the Data View Object is used to present numeric, text, image and date values in a table, and how it supports grouping, sorting, drill, data entry, formatting and interactivity.
- [Create a Data View](https://help.board.com/docs/create-a-data-view.md): Learn how to create a Board Data View in Design Mode, drag it to a Screen or Container, then configure its Layout, Data Blocks, Axes, formatting, and interaction settings.
- [Design Mode interaction with a Data View](https://help.board.com/docs/design-mode-interaction-with-a-data-view.md): See how a Board Data View in Design Mode supports the same interactive features as in Play Mode; also configuring the Object toolbar and default drill behavior for Planners.
- [About Data View drill configuration](https://help.board.com/docs/about-data-view-drill-configuration.md): Learn how to configure Drill behavior in a Board Data View: set default drill paths, limit drills on Entities/Screens/Procedures, allow Drill Throughs, or disable drills entirely.
- [Drill Down on Entities](https://help.board.com/docs/drill-down-on-entities.md): Learn how Planners and Developers can drill down on Entity hierarchies in a Data View: define drill levels, set allowed paths, and limit depth for performance.
- [Drill-to-Screen](https://help.board.com/docs/drill-to-screen.md): Learn how to configure Drill-to-Screen in Board: let Planners click or double-click a row header or cell to open a target Screen with inherited selection or new tab options.
- [Drill-Procedure](https://help.board.com/docs/drill-procedure.md): Learn how to configure a Drill-Procedure in Board: assign Procedures to cells or row headers so that Planners can double-click to invoke Procedures with contextual selection filters.
- [Drill Throughs](https://help.board.com/docs/drill-throughs.md): Learn how Drill Throughs let Board Planners execute SQL queries from Data View cells or row headers to external relational sources; Configure mapping, filters, and default behavior.
- [Format a Data View](https://help.board.com/docs/format-a-data-view.md): Learn how to format a Data View in Board: set column widths, fonts, number formats, headers, conditional styling, icons and color rules for clearer display.
- [Interact with a Data View](https://help.board.com/docs/interact-with-a-data-view.md): Learn how Planners interact with the Data View: select rows and columns, sort, drill, perform data entry, and use Fast Search and Master behaviors for analysis.
- [NEXEL (Formula editor)](https://help.board.com/docs/nexel-formula-editor.md): Learn how to use the NEXEL Formula Editor in Board: enable formulas on Blocks, write cell or range calculations, configure rule propagation, use dynamic ranges, and preview results.
- [The Smart Import Object](https://help.board.com/docs/the-smart-import-object.md): Learn how the Smart Import Object lets Board Developers and Planners load data via table entry or .xlsx upload; supports mapping, validation rules, suggested values, and execution of Procedures.
- [Create a Smart Import Object](https://help.board.com/docs/create-a-smart-import-object.md): Learn how to add a Smart Import Object in Design Mode, map source columns to Cube or Entity fields, set validation rules and default values, and enable import execution via Procedures.
- [Interact with a Smart Import Object](https://help.board.com/docs/interact-with-a-smart-import-object.md): Learn how Planners and Developers use the Board Smart Import Object to enter or paste data, run formulas, upload .xlsx files, validate entries, and map values into Cubes or Entities.
- [The Flex Grid Object](https://help.board.com/docs/about-the-flex-grid-object.md): Learn what the Flex Grid object is in Board: a hybrid layout combining row/column structure with block flexibility and nested relationships for interactive display.
- [Create a Flex Grid Object](https://help.board.com/docs/create-a-flex-grid-object.md): Learn how to insert a Flex Grid object: choose a Data Model, set the initial Layout, establish Blocks, define row/column axes and default visual settings and drilldowns.
- [The Flex Grid Layout](https://help.board.com/docs/the-flex-grid-layout.md): Understand the Board Flex Grid layout: how Blocks are arranged, row and column axes interoperate, hierarchical entities cascade, and behavior under Selections.
- [Design Mode interaction with a Flex Grid](https://help.board.com/docs/design-mode-interaction-with-flex-grid.md): See how Flex Grid in Design Mode mirrors Play Mode behavior: configure toolbar options, set default drills and filtering actions for Planners.
- [Interact with a Flex Grid](https://help.board.com/docs/interact-with-a-flex-grid.md): Learn how Planners interact with Board's Flex Grid: sort, drill down, select ties, edit inline, expand/collapse, and navigate hierarchically while preserving context.
- [Range Charts](https://help.board.com/docs/flex-grid-charts-embedded-and-docked.md): Explore Flex Grid's Range Charts for dynamic data visualization, including customizable options and download features for enhanced planning
- [Docked Charts](https://help.board.com/docs/docked-charts.md): Create and customize Docked Charts in Flex Grid for dynamic data visualization, enhancing user interaction and analysis with responsive designs.
- [Format a Flex Grid](https://help.board.com/docs/format-a-flex-grid.md): Learn how to format a Board Flex Grid: column widths, banding styles, custom number and text formats, header styling, conditional formatting and color rules.
- [Data Entry on a Flex Grid](https://help.board.com/docs/data-entry-on-a-flex-grid.md): Discover how to enable data entry inside Board's Flex Grid: configure editable cells, lock/ spread logic, validation rules, and dynamically update underlying Cubes.
- [The Chart Object](https://help.board.com/docs/the-chart-object.md): Learn how the Board Chart Objects display data graphically using Layouts; supports types like bar, line, pie, combo, waterfall; respects Selections and drill behavior.
- [Create Charts](https://help.board.com/docs/creating-charts.md): Learn how to build a Board Chart in Design Mode: choose chart type, assign Layout Blocks to axes, set legends, colors and formatting options for visualization.
- [Cartesian chart properties](https://help.board.com/docs/cartesian-chart-properties.md): Configure Cartesian Chart properties in Board: set axes and scales, bind series from Layout Blocks, enable stacking, labels and tooltips; control drill and legend behavior.
- [Pie chart properties](https://help.board.com/docs/pie.md): Set up Pie Chart properties in Board: map values from Layout Blocks, choose slice labeling, colors and sorting; enable drill options and legend display for clear analysis.
- [Waterfall chart properties](https://help.board.com/docs/waterfall-chart-properties.md): Configure Waterfall charts in Board: define increasing/decreasing steps, set subtotals and totals, manage colors and labels; apply drill and selection behavior from the Layout.
- [Radar chart properties](https://help.board.com/docs/radar-chart-properties.md): Adjust Radar chart options in Board: define category axes, bind multiple series, set fill and line styles, control labels and tooltips; respect Layout selections for context.
- [Bubble chart](https://help.board.com/docs/bubble-chart.md): Build Bubble charts in Board: assign X and Y measures, map bubble size and color to Blocks, set scales and legends; enable drill and filtering for Planner exploration.
- [Bullet chart](https://help.board.com/docs/bullet-chart.md): Configure Bullet charts in Board: set actual vs target values, define thresholds and qualitative ranges, tune labels and orientation; inherit Layout filters for clarity.
- [Heatmap](https://help.board.com/docs/heatmap.md): Design Heatmaps in Board: choose color scales and bins, control cell labels and tooltips, map rows and columns from Entities; apply drill behavior for deeper inspection.
- [Treemap](https://help.board.com/docs/treemap.md): Set up Treemaps in Board: define hierarchical Entities, size and color by selected measures, adjust labels and borders; enable drill to navigate nested structures.
- [Interact with Charts](https://help.board.com/docs/interacting-with-charts.md): See how Planners interact with Charts in Board: drill into Entities, hover for tooltips, filter via chart elements, refresh dynamically, and navigate via chart actions.
- [The Google Maps Object](https://help.board.com/docs/the-google-maps-object.md): Learn what the Google Maps Object does in Board: bind latitude and longitude or addresses, style markers and clusters, sync selections, and enable drill for spatial analysis.
- [Create a Google Maps Object](https://help.board.com/docs/create-a-google-maps-object.md): See how to insert a Google Maps Object in Board, choose the Data Model, map coordinates or geocoding fields, set zoom and style, configure markers, and define drill behavior.
- [Interact with the Google Maps Object](https://help.board.com/docs/interact-with-the-google-maps-object.md): Learn how Planners explore map visuals: click markers to drill, lasso or box-select areas, filter by Entity, view tooltips, and open target Screens with inherited selections.
- [The OpenStreetMap Object](https://help.board.com/docs/the-openstreetmap-object.md): Understand the OpenStreetMap Object in Board: plot Entity members by coordinates, apply thematic styles, cluster dense points, and respect Layout selections and drills.
- [Create an OpenStreetMap](https://help.board.com/docs/create-an-openstreetmap.md): Add an OpenStreetMap Object to a Board Screen; map latitude and longitude fields, set base style and zoom, configure markers and clusters, and define drill-to actions.
- [OpenStreetMap properties and settings](https://help.board.com/docs/openstreetmap-properties-and-settings.md): Explore OpenStreetMap properties, including Master Object, drill-down features, and GeoJSON uploads for enhanced map interactivity and data management.
- [Interact with an OpenStreetMap](https://help.board.com/docs/interacting-with-an-openstreetmap.md): See how Board Planners work with OpenStreetMap visuals: select areas to filter results, drill into Entities from markers, use tooltips, and maintain context across Screens.
- [SVG map](https://help.board.com/docs/svg-map-1.md): Learn how the Board SVG Map Object renders interactive vector maps; bind shapes to Entities, apply color rules, and enable drill or selection-based analysis.
- [Create an SVG map Object](https://help.board.com/docs/creating-an-svg-map-object.md): Learn how to create a Board SVG Map Object: import SVG files, map shapes to Entities, define measures for color or size, and configure drill and tooltip behavior.
- [Interact with SVG map Objects](https://help.board.com/docs/interact-with-svg-map-objects.md): Learn how Board Planners interact with SVG Maps: hover for tooltips, click shapes to drill or filter data, and analyze color-coded regions within Board Screens.
- [The Gantt Object](https://help.board.com/docs/the-gantt-object.md): Learn how the Gantt Object displays time-based activities, durations, and dependencies for planning and scheduling in Board Capsules.
- [Create a Gantt Object](https://help.board.com/docs/create-a-gantt-object.md): Learn how to add a Gantt Object: configure task fields, start and end dates, dependencies, bar styles, and drill or selection behavior in Board.
- [Interact with a Gantt Object](https://help.board.com/docs/interact-with-a-gantt-object.md): Learn how Board Planners interact with Gantt Objects: expand and collapse tasks, drill into Entities, edit durations, and view dependencies interactively.
- [The Gauge Object](https://help.board.com/docs/the-gauge-object.md): Learn how the Board Gauge Object shows metrics at a glance: configure ranges, thresholds, and colors to visualize performance indicators dynamically.
- [Create a Gauge Object](https://help.board.com/docs/create-a-gauge-object.md): Learn how to add a Board Gauge Object: define source data, min and max ranges, color bands, thresholds, and refresh rules to display KPIs clearly.
- [Interact with a Gauge Object](https://help.board.com/docs/interact-with-a-gauge-object.md): Learn how Planners interact with Gauge Objects in Board: hover for details, click thresholds for alerts, drill to detailed Screens or Reports, and view underlying data for KPI analysis.
- [The Card Object](https://help.board.com/docs/the-card-object.md): Learn how the Board Card Object displays measures and attributes as tiles; configure fields, grouping, sorting, conditional colors, and drill behavior for analysis.
- [Create a Card Object](https://help.board.com/docs/create-a-card-object.md): Learn how to create a Card Object in Board: map fields, choose layout, set aggregations, define thresholds and color rules, and enable actions and drill targets.
- [Interact with a Card Object](https://help.board.com/docs/interact-with-a-card-object.md): Learn how Board Planners work with Card Objects: drill to details, sort and filter cards, paginate large sets, and preserve selection context across Screens.
- [The Tree Object](https://help.board.com/docs/the-tree-object.md): Understand the Board Tree Object: display parent-child hierarchies, sync with Selections, and use node actions to filter, drill, or open target Screens.
- [Create a Tree Object](https://help.board.com/docs/create-a-tree-object.md): Learn how to create a Board Tree Object: map Entities and Relationships, set expand/collapse defaults, choose icons and labels, and configure selection and drill behavior.
- [Interact with a Tree Object](https://help.board.com/docs/interact-with-a-tree-object.md): Learn how Board Planners use the Tree Object: expand or collapse nodes, select members to filter data, drill to descendants, and navigate to related Screens.
- [The Selector Object](https://help.board.com/docs/the-selector-object.md): Learn how the Selector Object lets Board Planners filter data by Entities, configure drop-downs, lists or buttons, and control linked Screen behavior.
- [Create a Selector Object](https://help.board.com/docs/create-a-selector-object.md): Learn how to create a Board Selector Object: choose Entities, define appearance (list, grid or button), apply default selections, and sync with Screen Objects.
- [Interact with a Selector Object](https://help.board.com/docs/interact-with-a-selector-object.md): Learn how Board Planners interact with Selector Objects: pick Entity members, apply filters dynamically, and trigger drill-downs or linked Procedures.
- [The Pager Object](https://help.board.com/docs/the-pager-object.md): Understand how the Board Pager Object allows paging through Entities or Layouts; link it to multiple Screen Objects to control displayed data.
- [Create a Pager Object](https://help.board.com/docs/create-a-pager-object.md): Learn how to create a Board Pager Object: assign Entities, define step order, set default page, link to Screen Objects, and adjust navigation layout.
- [Interact with a Pager Object](https://help.board.com/docs/interact-with-a-pager-object.md): Learn how Board Planners use Pager Objects: move between Entity members or Layouts, synchronize multiple Objects, and drive Screen-level filtering.
- [The Entity Editor Object](https://help.board.com/docs/the-entity-editor-object.md): Learn how the Entity Editor Object lets Board Planners create, edit, or delete Entity members and manage Relationships within ATO-enabled Screens.
- [Create an Entity Editor Object](https://help.board.com/docs/create-an-entity-editor-object.md): Learn how to create a Board Entity Editor Object: define editable fields, map to Entities, enable ATO mode, and configure validation and relationship controls.
- [Interact with an Entity Editor Object](https://help.board.com/docs/interact-with-an-entity-editor-object.md): Learn how Planners use the Entity Editor Object: create or edit members, update relationships, validate entries, and synchronize data across the Data Model.
- [The Timebar Object](https://help.board.com/docs/the-timebar-object.md): Learn how the Timebar Object lets Board Planners control Time Entities, scroll through periods, synchronize Selections, and filter data across Screens.
- [Create a Timebar Object](https://help.board.com/docs/create-a-timebar-object.md): Learn how to add a Timebar Object in Board: choose Time Entities, define granularity and range, set display type, and connect it with Screen Objects.
- [Interact with a Timebar Object](https://help.board.com/docs/interact-with-a-timebar-object.md): Learn how Board Planners interact with the Timebar Object: pick single or multiple periods, slide along the timeline, and filter linked Objects dynamically.
- [The Calendar Object](https://help.board.com/docs/the-calendar-object.md): Understand the Board Calendar Object: display events by date, assign data from Cubes, apply color rules, and connect interactions with Procedures or Screens.
- [Create a Calendar Object](https://help.board.com/docs/create-a-calendar-object.md): Learn how to create a Calendar Object in Board: choose data sources, map dates, define display modes, assign colors and legends, and enable data entry or drills.
- [Interact with a Calendar Object](https://help.board.com/docs/interact-with-a-calendar-object.md): Learn how Board Planners use the Calendar Object: click or drag to select dates, drill into records, edit data entries, and view contextual information interactively.
- [The Text Analytics Search Object](https://help.board.com/docs/the-text-analytics-search-object.md): Learn what the Board Text Analytics Search Object does: process and search unstructured text, highlight keywords, apply filters, and connect to Cube data.
- [Create a Text Analytics Search Object](https://help.board.com/docs/create-a-text-analytics-search-object.md): Learn how to create a Text Analytics Search Object in Board: define source Blocks, configure text fields, enable search indexing, and link results to Screen Objects.
- [Interact with a Text Analytics Search Object](https://help.board.com/docs/interact-with-a-text-analytics-search-object.md): Learn how Board Planners interact with Text Analytics Search Objects: enter keywords, filter results, highlight terms, and navigate linked data in real time.
- [The Label Object](https://help.board.com/docs/the-label-object.md): Learn how the Board Label Object is used to display static or data-driven text; customize fonts, alignment, background, and dynamic substitution formulas.
- [Create a Label Object](https://help.board.com/docs/create-a-label-object.md): Learn how to add a Board Label Object: write text, apply font and color styles, configure background, insert dynamic formulas, and position elements precisely.
- [Interact with a Label Object](https://help.board.com/docs/interact-with-a-label-object.md): Learn how Board Planners view Label Objects: display static or formula-driven text, hover for context, and see updates reflecting Screen or Layout changes.
- [The Button Object](https://help.board.com/docs/the-button-object.md): Understand the Board Button Object: create clickable actions that run Procedures, navigate between Screens, or open URLs directly within Board Capsules.
- [The Menu Object](https://help.board.com/docs/the-menu-object.md): Learn how the Board Menu Object enables navigation across Screens and Capsules; configure layout, icons, actions, and apply styles for consistent user flow.
- [Create a Menu Object](https://help.board.com/docs/create-a-menu-object.md): Learn how to create a Board Menu Object: define menu structure, link items to Screens or Procedures, customize icons, tooltips, and appearance in Design Mode.
- [Interact with a Menu Object](https://help.board.com/docs/interact-with-a-menu-object.md): Learn how Board Planners use Menu Objects: click items to navigate between Screens, launch Procedures, and explore Capsule content interactively.
- [The Dynawrite Object](https://help.board.com/docs/the-dynawrite-object.md): Understand how the Board Dynawrite Object produces formatted text reports; merge static and dynamic content, reference Layout Blocks, and embed Procedures.
- [Create a Dynawrite Object](https://help.board.com/docs/create-a-dynawrite-object.md): Learn how to create a Board Dynawrite Object: insert placeholders, link Layout Blocks, apply formatting, add charts or labels, and generate interactive narratives.
- [Interact with a Dynawrite Object](https://help.board.com/docs/interact-with-a-dynawrite-object.md): Learn how Board Planners interact with Dynawrite Objects: refresh data-driven text, scroll through reports, export to PDF or Word, and trigger linked Procedures.
- [The Web Viewer Object](https://help.board.com/docs/the-webviewer-object.md): Learn what the Board Viewer Object does: display live web pages, dashboards or HTML content within Screens; configure URLs and security settings.
- [Create a Web Viewer Object](https://help.board.com/docs/create-a-webviewer-object.md): Learn how to add a Board Web Viewer Object: define URL or HTML source, set size and zoom, allow interactions, and ensure secure embedded browsing.
- [Interact with a Web Viewer Object](https://help.board.com/docs/interact-with-a-webviewer-object.md): Learn how Board Planners interact with Web Viewer Objects: scroll, click links, refresh embedded pages, and synchronize context between Board and web sources.
- [About Containers](https://help.board.com/docs/about-containers.md): Learn what Containers are in Board: special Screen Objects that nest other Objects, including Containers. Explore eight Container types (Tab, Panel, Matrix, Book, etc.) and their use cases.
- [Add and remove Containers from a Screen](https://help.board.com/docs/add-and-remove-containers-from-a-screen.md): Learn how to add, nest, and remove Containers in Design Mode: drag from the Screen Objects panel, attach Objects, delete Containers and manage layers.
- [Container features and properties](https://help.board.com/docs/containers-features-and-properties.md): Explore how to configure each Container type in Board (Tab, Transition, Panel, Matrix, Book, Tile View, Expander, Responsive); shared properties, ATO settings, and layout options.
- [Interact with Containers](https://help.board.com/docs/interact-with-containers.md): Learn how Container types like Tab, Transition, and Book let users interact: switch tabs, slide panels, turn pages and use arrows or bullets to browse content.
- [Substitution Formulas](https://help.board.com/docs/substitution-formulas.md): Learn how Substitution Formulas (@user, @[Entity], @selection, @time) drive dynamic values in Screen Objects, Procedures, Layouts, Security Profiles, and the Data Models.
- [Create a new Capsule](https://help.board.com/docs/create-a-new-capsule.md): Learn how to build a new Capsule in Board: define its name, assign a home Screen, choose the initial Layout, and configure folder structure and navigation properties.
- [Open a Capsule](https://help.board.com/docs/open-a-capsule.md): Learn how Administrators, Developers, and Planners open a Capsule in Board: use the main menu, shortcuts, or search, and manage navigation context.
- [Copy, delete, rename, move a Capsule](https://help.board.com/docs/copy-delete-rename-move-a-capsule.md): Learn how to copy, delete, rename, or move a Capsule in Design Mode via the right-click menus; actions reflect instantly in the Capsule browser.
- [Capsule properties](https://help.board.com/docs/capsule-properties.md): Learn how to use Capsule Properties in Board: set title, icon, home Screen, navigation type, folder visibility, default search options, and custom settings.
- [Change the Data Model associated with a Capsule](https://help.board.com/docs/change-the-data-model-associated-with-a-capsule.md): Learn how to switch the Data Model of a Capsule in Board: reassign Entities, update linked Screens and Objects, maintain consistency and avoid broken references.
- [Print and export data from a Capsule](https://help.board.com/docs/print-and-export-data-from-a-capsule.md): Learn how to export Capsule Screen content via PDF, Word, PowerPoint, PNG or Excel; configure templates, repeat by Entity, or invoke exports via Procedures.
- [Capsule folders](https://help.board.com/docs/capsule-folders.md): Learn how to create, rename, move, and delete Board Capsule Folders in Design Mode; use folder security rules to manage access and editing permissions for Capsules.
- [About Presentations](https://help.board.com/docs/about-presentations.md): Discover what Presentations are in Board: how slides are built from Screens, navigation between Slides, interactions, and how they integrate with Capsules and Layout logic.
- [Presentations Workspace](https://help.board.com/docs/presentations-workspace.md): Learn how the Presentations workspace works: access your tiles, share, edit, duplicate, delete Presentations, and use the Send-To feature for scheduled email delivery.
- [Edit and Play Modes](https://help.board.com/docs/edit-and-play-mode.md): Learn how to switch between Edit Mode (to build or modify Slides) and Play Mode (to preview end-user interaction) in Board Presentations.
- [Create a new Presentation](https://help.board.com/docs/create-a-new-presentation.md): Learn how to create a new Presentation in Board: add slides from Screens, set navigation paths, edit Layouts, and configure transition settings.
- [Play a Presentation](https://help.board.com/docs/play-a-presentation.md): Learn how Planners launch a Presentation in Play Mode, navigate Slides (autoplay or manual), display Slide Notes, and control playback via the Top Menu.
- [Copy, delete, and rename a Presentation](https://help.board.com/docs/copy-delete-rename-a-presentation.md): Learn how to duplicate, delete, or rename a Presentation via the 3-dot menu in the Board Presentations homepage.
- [Export a Presentation](https://help.board.com/docs/export-a-presentation.md): Learn how to export a Presentation to PDF, PowerPoint, Word or PNG; configure header/footer, slide sizes, and export options via the export dialog.
- [Share a Presentation](https://help.board.com/docs/share-a-presentation.md): Learn how to share a Presentation with other Board users or groups, assign view or edit permissions, and manage sharing settings while security profiles control data access.
- [Archive and unarchive a Presentation](https://help.board.com/docs/archive-and-unarchive-a-presentation.md): Learn how to archive and unarchive Presentations in Board, keeping your workspace organized while retaining access to important files.
- [Create a Slide](https://help.board.com/docs/create-a-slide.md): Learn how to add a new Slide from Capsules or from within a Presentation: name it, link the Screen, and apply Layout, Drills, and Selection logic.
- [Copy a Slide](https://help.board.com/docs/copy-a-slide.md): Learn how to copy Slides, choose target Presentations, and optionally reset Layouts or Selections.
- [Save, rename, move, and delete a Slide](https://help.board.com/docs/save-rename-move-delete-a-slide.md): Learn how to save changes (Play Mode or auto-save), rename a Slide, drag it to reorder, or permanently delete it from a Presentation.
- [About Data Modeling](https://help.board.com/docs/about-data-modeling.md): Learn how Board uses multidimensional Data Modeling with Entities, Relationships, and Cubes to enable slice & dice analytics and support fast aggregation.
- [Data Model rules and guidelines](https://help.board.com/docs/data-model-rules-and-guidelines.md): Review key rules for Data Models in Board: setting Time range, order of phases, maximum Entities & Relationships to avoid data explosion, and environment separation.
- [Data Model workspace](https://help.board.com/docs/data-model-workspace.md): Explore the Data Model Workspace: manage Entities, Relationships, Cubes, Time range, Data Readers, Rules, Procedures, API integrations, and security settings.
- [Create a new Data Model](https://help.board.com/docs/create-a-new-data-model.md): Learn how to build a new Data Model in Board: add Entities, define Relationships, generate Cubes, set Time rangea, and configure deployment settings.
- [Delete and rename a Data Model](https://help.board.com/docs/delete-and-rename-a-data-model.md): Learn how to delete or rename a Data Model in Board: ensure dependencies are cleared, manage references, and safely update linked Capsules or Screens.
- [Back up and restore a Data Model](https://help.board.com/docs/back-up-and-restore-a-data-model.md): Learn how to export or backup a Board Data Model to a file and restore it in another environment: version control, dependency checks, and data consistency.
- [About Entities](https://help.board.com/docs/about-entities.md): Learn what Entities are in Board: member code and description, grouping, display settings, and how Entities integrate into Cubes, Layouts, Screens and Procedures.
- [Create an Entity](https://help.board.com/docs/create-an-entity.md): Learn how to create a new Entity in Board: define code width, description width, maximum item count, group, Unbalanced hierarchies, and load members manually or via the Data Reader.
- [Manage Entities](https://help.board.com/docs/manage-entities.md): Discover how to manage Entities during Data Model design in Board: change properties, clear content, group Entities for display, and see where they’re used in Cubes, Screens, and Procedures.
- [Unbalanced hierarchies](https://help.board.com/docs/unbalanced-hierarchies.md): Learn how Unbalanced Hierarchies create parent-child relationships within an Entity: how aggregation works on-the-fly, enabling variable depth trees, and comparison to Rollup Entities.
- [Localization of Entity members](https://help.board.com/docs/localization-of-entity-members.md): Learn how to localize Entity member descriptions: create a Language Entity, load translations, and display content in each user’s preferred language based on their profile settings.
- [About Relationships](https://help.board.com/docs/about-relationships.md): Learn what Relationships are in Board: define how Entities relate with filters, cardinality (1-to-many, many-to-many), and how they influence Cube joins and data propagation.
- [Create a Relationship](https://help.board.com/docs/create-a-relationship.md): Learn how to create a new Relationship: choose source and target Entities, set filters and cardinality, assign whether it’s mandatory or optional, and test relationship logic.
- [Manage Relationships](https://help.board.com/docs/manage-relationships.md): Discover how to manage Relationships: modify filters or cardinality, delete unused Relationships safely, and validate dependency impacts on Cubes, Layouts, and Procedures.
- [About Cubes](https://help.board.com/docs/about-cubes.md): Learn what a Cube is in Board: how it stores data via dimensions (Entities or Relationships), defines granularity, and supports slicing, drilling and aggregations.
- [About Sparse structures](https://help.board.com/docs/about-sparse-structures.md): Discover how sparse structures work in Board: allocate storage only for meaningful combinations, reduce disk usage, and optimize Cube performance.
- [Create a Cube](https://help.board.com/docs/create-a-cube.md): Learn how to create a new Cube in Board: choose properties, set the structure via Entities, configure sparsity, and finalize settings.
- [Manage Cubes](https://help.board.com/docs/manage-cubes.md): See how to manage Cubes in Board: align and verify versions, change structure, delete or clear data, monitor sparsity, and optimize storage.
- [About Datasets](https://help.board.com/docs/datasets.md): Learn what Datasets are in Board, how Developers define them via the Dataset Catalog or Layouts, and how they support Foresight workflows and the M365 Excel Add-in.
- [Create and configure a Dataset](https://help.board.com/docs/create-and-configure-a-dataset.md): Learn what Datasets are in Board, how Developers define them via the Dataset Catalog or Layouts, and how they support Foresight workflows and the M365 Excel Add-in.
- [The Time Range section](https://help.board.com/docs/the-time-range-section.md): Learn how to view and modify the Time Range in a Board Data Model: adjust start/end years, manage Time Entities, create custom Time Entities, and understand data clearing implications.
- [About Procedures](https://help.board.com/docs/about-procedures.md): Learn what Procedures are in Board: sequences of Actions (Steps) used to automate tasks like calculations, data extracts, navigation and reporting.
- [Create a Procedure](https://help.board.com/docs/create-a-procedure.md): Learn how to create a Procedure in a Board Data Model or a Capsule. Add Steps and Groups, create temporary Cubes, and run procedures like dataflows, API calls, or refresh data actions.
- [Manage Procedures](https://help.board.com/docs/manage-procedures.md): Learn how to manage Board Procedures: run, edit properties, duplicate, delete, clean breakpoints, and monitor execution in System Administration.
- [Procedure Debugger](https://help.board.com/docs/procedure-debugger.md): Learn how the Procedure Debugger lets Board Developers insert breakpoints, inspect Step execution, pause at groups or Actions, and trace logic flow
- [About Procedure Actions](https://help.board.com/docs/about-procedure-actions.md): Learn how Procedure Actions and Steps in Board are grouped by purpose (Screen, Selection, Calculation, Data Reader, Execution Flow, etc.) and how they drive the logic of Procedures.
- [Screen Action group](https://help.board.com/docs/screen-action-group.md): Learn how the Screen Action Group includes Board Procedure steps like Go to Screen, Go to Capsule, Refresh Data, Export Screen, Show Message and how they operate in Capsule Procedures.
- [Select Action group](https://help.board.com/docs/select-action-group.md): Configure Procedure Steps to set, edit or clear a Select; apply filters on Entities and hierarchies; save or recall Selection Bookmarks; control inheritance within Screens.
- [Calculation Actions](https://help.board.com/docs/calculation-actions.md): Learn how Calculation Actions modify Cube values in Procedures: run Dataflows, apply arithmetic and time shifts, allocate by drivers, control clearing options, and respect Selections.
- [The Dataflow Action](https://help.board.com/docs/the-dataflow-action.md): See how Board Dataflow copies or transforms Cube data: select source and target Blocks, map by Entities, apply functions or time offsets, use driver-based allocation, and set clear/write options.
- [Data Reader Action group](https://help.board.com/docs/data-reader-actions-group.md): Run Data Readers from a Procedure to load Entities and Cubes; pass Parameters; handle errors; review execution logs; chain loads for staging and incremental refresh.
- [Execution flow Action group](https://help.board.com/docs/execution-flow-action-group.md): Manage Procedure execution: run Groups and Steps in sequence; call other Procedures; use Wait or Pause; set Exit conditions; handle errors and Breakpoints for debugging.
- [REST API call step](https://help.board.com/docs/rest-api-call-step.md): Configure REST API Calls in Board: choose method and URL, headers, body and authentication; execute requests; read responses; handle status codes, timeouts and errors.
- [Extract Action group](https://help.board.com/docs/extract-action-group.md): Extract Cube data or Entity members to CSV, TXT or Excel; set filters and headers; schedule exports; prepare files for downstream systems or auditing.
- [Data Entry Action group](https://help.board.com/docs/data-entry-action-group.md): Enable or disable data entry in Cubes; use Lock and Spread, Split and Splat; validate inputs; clear ranges; align Versions so Planners can write data safely.
- [Data Model Actions group](https://help.board.com/docs/database-action-group.md): Align and verify Cube structures; clear or compress data; rebuild aggregations; run maintenance Steps that keep the Data Models healthy and performant.
- [BEAM Action group](https://help.board.com/docs/beam-action-group.md): Trigger Board Enterprise Analytics Modelling (BEAM) Jobs from Procedures; send or receive files and datasets; monitor status; sequence integrations with Parameters for robust end-to-end pipelines.
- [Analytics Action group](https://help.board.com/docs/analytics-action-group.md): Invoke analytic Steps such as time-series forecasting and model scoring; pass context via Selections; write results to Cubes for downstream Screens and Presentations.
- [Broadcasting Action group](https://help.board.com/docs/broadcasting-action-group.md): Schedule and send Capsules or Presentations via email; apply recipient-specific Selections; choose formats like PDF or PowerPoint; log deliveries for auditing.
- [Advanced Action group](https://help.board.com/docs/advanced-action-group.md): Add conditional logic, loops and calls to other Board Procedures; use Temporary Cubes and Parameters; structure complex automation while preserving readability.
- [XBRL Action group](https://help.board.com/docs/xbrl-action-group.md): Map Board data to taxonomies; generate XBRL instance documents; validate structure; export files for regulatory submission while keeping figures tied to Cube data.
- [About Data Reader Protocols](https://help.board.com/docs/about-data-reader-protocols.md): Data Reader Protocols in Board connect files or databases, map fields to Entities and Cubes, set formats and delimiters, and run validated loads.
- [Data loading guidelines](https://help.board.com/docs/data-loading-guidelines.md): Review Board data loading guidelines: plan Entity keys, handle Time, choose full vs incremental loads, validate mappings, and monitor performance and logs.
- [Create a Data Reader protocol](https://help.board.com/docs/create-a-data-reader-protocol.md): Create a Data Reader Protocol in Board: choose source, set file or DB format, map columns to Entities and Cubes, configure filters and defaults, then save and test.
- [Run and Manage Data Reader Protocols](https://help.board.com/docs/run-and-manage-data-reader-protocols.md): Run Protocols manually or in Procedures; pass Parameters; schedule loads; view execution logs and errors; reprocess failures to keep the Board Data Model aligned.
- [The API Queries section](https://help.board.com/docs/the-api-queries-section.md): Learn how the API Queries section lets Developers create custom queries to expose Board data via REST, returning datasets in JSON format configured with Layouts
- [Rules basic concepts](https://help.board.com/docs/rules-basic-concepts.md): Understand Rules in Board: formulas tied to an Entity that compute member values independently of active Selections; used in Layouts, Procedures, and analytics logic.
- [Create a Rule](https://help.board.com/docs/create-a-rule.md): Learn how to create a Rule: choose the Board target Entity, write and validate the formula, manage dependencies, preview results, and save changes safely in the Data Model.
- [Use of Rules in Layouts](https://help.board.com/docs/use-of-rules-in-layouts.md): See how to add Rules to a Board Layout as Data Blocks, control calculation scope and aggregation, combine with Algorithms and Rankings, and optimize performance for analysis.
- [Use a Rule in a Dataflow](https://help.board.com/docs/use-a-rule-in-a-dataflow.md): Configure a Board Dataflow to reference a Rule as a source or driver; map Entities, apply time offsets or functions, set clear or write options, and validate allocation outcomes.
- [Reverse Rules and Data Entry simulation](https://help.board.com/docs/reverse-rules-and-data-entry-simulation.md): Learn how Reverse Rules allow Board Planners to enter values on calculated members and simulate write-back logic; configure assumptions, enable validation and track input propagation in Cubes.
- [About Data Pickers](https://help.board.com/docs/about-data-pickers.md): Discover the Board Data Picker function that retrieves data from a specific Cube with a selection (Entities and their members) from that Cube. Data Pickers can be used in Rules, API call steps, or Nexel formulas.
- [About Drill Throughs](https://help.board.com/docs/about-drill-throughs.md): Learn how Board Drill Throughs query external relational sources from Data Views; define mappings and parameters; control filters, credentials, and performance.
- [Create a Drill Through protocol](https://help.board.com/docs/create-a-drill-through-protocol.md): Create a Drill Through Protocol in Board: connect to a Data Source, write the SQL, map columns to fields, add parameters and filters, test the query, and save for reuse.
- [Manage Drill Through protocols](https://help.board.com/docs/manage-drill-through-protocols.md): Manage Drill Through Protocols in Board: edit SQL and mappings, enable or disable protocols, set permissions, schedule via Procedures, and review execution logs.
- [The Format section](https://help.board.com/docs/the-format-section.md): Learn how to use the Format section in Board Design Mode: define fonts, colors, borders, tooltips, visibility rules, placeholder text, alignment, and formatting defaults.
- [BEAM overview](https://help.board.com/docs/beam-overview.md): Discover BEAM (Board Enterprise Analytics Modeling): an integrated environment for creating, training, and deploying machine learning models directly within Board.
- [The BEAM Forecasting section](https://help.board.com/docs/the-beam-forecasting-section.md): Learn how to configure Board Forecasting in BEAM: select the dataset, define the target, train predictive models, evaluate results, and publish forecasts to Cubes.
- [The BEAM Clustering section](https://help.board.com/docs/the-beam-clustering-section.md): Explore how BEAM Clustering identifies natural groups in data: select Entities and variables, define Algorithms, view cluster metrics, and deploy results to Board.
- [Azure AutoML overview](https://help.board.com/docs/azure-automl-overview.md): Learn how Board leverages Azure AutoML: connect to Microsoft’s AutoML service, train models externally, and bring predictions back into Board for analytics and reporting.
- [Create an Azure ML forecast scenario](https://help.board.com/docs/create-an-azure-ml-forecast-scenario.md): Learn how to build an Azure ML forecast scenario within Board: define Datasets, map Entities, set target and features, run model training in Azure, and bring results back to Board.
- [The Data Model Security section](https://help.board.com/docs/the-database-security-section.md): Learn how to configure Database Security in Board: define access rights to Entities, set role-based permissions, control visibility at member level, and secure data flows.
- [Security Filters Section](https://help.board.com/docs/security-filters-section.md): See how Board Security Filters restrict data visibility: create filters on Entities, combine conditions, assign to Security Profiles, and test user access at runtime.
- [Cube visibility](https://help.board.com/docs/cube-visibility.md): Learn how to configure Cube Visibility in Board: enable or disable access to specific Cubes, define write permissions, and restrict confidential measures for users or groups.
- [The Summary section](https://help.board.com/docs/the-summary-section.md): Learn how the Summary section shows Board Data Model stats (Cubes, Entities, Rules), enables Maintenance mode, and allows unloading the model from memory.
- [The Impact Analysis section](https://help.board.com/docs/the-impact-analysis-section.md): Use the Board Impact Analysis tool to visualize and analyze links among Entities, Cubes, Procedures, Capsules, Rules and more; identify potential breaks before making changes
- [The Logs section](https://help.board.com/docs/the-logs-section.md): Explore the Logs section to track all actions in a Board Data Model (Operations, Saturation, Diagnostics, and Active Models) with full details, timestamps and error codes.
- [Forecasting engine overview](https://help.board.com/docs/forecasting-engine-overview.md): Automate forecasting with a hybrid engine that uses LightGBM and Prophet models for accurate predictions across stable and intermittent demand patterns.
- [Preparing data for forecasting](https://help.board.com/docs/preparing-data-for-forecasting.md): Accurate forecasts rely on well-structured time series data. Learn how to align and preprocess data for effective trend and seasonality detection.
- [About Board Operational Forecasting](https://help.board.com/docs/about-operational-forecasting.md): Learn how to start with Board Operational Forecasting for accurate demand forecasts, enhancing efficiency in planning and data management.
- [Data Management](https://help.board.com/docs/data-management.md): Manage your forecasting data effortlessly with Foresight Operational's Data Management page. Upload, view, and validate files in supported formats.
- [Job Setup](https://help.board.com/docs/job-setup.md): Manage forecasting jobs with ease through the Job Setup view. Create, view, and analyze results based on your uploaded data files efficiently.
- [Board Signals](https://help.board.com/docs/board-signalss.md): Learn how the Board Signals add-on delivers industry-specific economic indicators, integrates into a dedicated Cube and supports Planners, Developers and Analysts with strategic insights.
- [About Board Foresight](https://help.board.com/docs/about-board-foresight.md): Learn what Board Foresight is: an enhancement to the Board platform that integrates internal and external data, supports forecasting and scenario planning for strategic and operational planners
- [Getting started with Board Foresight](https://help.board.com/docs/clone-getting-started-with-board-foresight.md): Learn what Board Foresight is: an enhancement to the Board platform that integrates internal and external data, supports forecasting and scenario planning for strategic and operational planners.
- [Navigating the Workspace](https://help.board.com/docs/the-search-modal.md): Learn how the Search Modal dialog window in Board enables fast search of Capsules, Screens and Presentations; apply filters, preview results and open items directly.
- [Foresight Glossary of Terms](https://help.board.com/docs/foresight-glossary.md): Access a curated glossary: browse definitions for key terms like Accuracy, Aggregation and Annualized Model Error Trend (Slope) used in Board Foresight and analytics workflows.
- [Project Data](https://help.board.com/docs/data.md): Learn how to import, clean, and manage datasets in Board Foresight: map sources, validate values, define metadata and align data for modeling and forecasting.
- [Indicator Page](https://help.board.com/docs/indicator-page.md): Learn how the Indicator Page lets Board Planners view, filter, and edit indicators; inspect historical values, metadata, and dataset connections.
- [Discover](https://help.board.com/docs/discover.md): Learn how to use Discover in Board Foresight: run automated jobs to surface influential indicators, apply filters, and export findings for planning.
- [Workbenches](https://help.board.com/docs/workbench.md): Understand Workbench in Board Foresight: select a primary indicator, add secondaries, test correlations and offsets, visualize results and export for review.
- [Predict](https://help.board.com/docs/predict.md): Learn how to use Predict in Board Foresight: choose your indicators, set forecast parameters, run the model and publish forecasts back to Board.
- [Scenarios](https://help.board.com/docs/scenario.md): Learn how to create and manage Scenarios in Board Foresight: adjust assumptions, define time-frequency, compare forecast outcomes and evaluate business impact.
- [Models and Model Output Page](https://help.board.com/docs/models.md): Understand how to build Models in Board Foresight: create, train, and validate predictive models, assign indicators, and evaluate forecast accuracy.
- [Model Edit Page](https://help.board.com/docs/model-edit-page.md): Learn how to use the Model Edit Page in Board Foresight: adjust parameters, choose algorithm types, train models, monitor performance, and publish results.
- [Charts](https://help.board.com/docs/charts-1.md): Learn how to build custom Charts in Board Foresight: add indicators or Workbench data series, choose frequency and calculation, manage layout and export options.
- [About Sections](https://help.board.com/docs/about-sections.md): Learn what Sections are in Board Foresight: key views like Model Health Dashboard, Reports and Insights; understand layout options, filters and how they support scenario analysis.
- [October thru December 2025](https://help.board.com/docs/latest-updates-q4-2025.md)
- [September 2025](https://help.board.com/docs/latest-updates-september-2025.md)
- [August 2025](https://help.board.com/docs/latest-updates-august-2025.md)
- [July 2025](https://help.board.com/docs/july-2025-2-weeks-post-close-august-15th.md): Review the July 2025 release: transformation carry-through, Board & Foresight integration, Data load improvements, bug fixes and model/workbench enhancements.
- [June 2025](https://help.board.com/docs/june-2025.md): Explore the June 2025 update: recap new features, minor improvements and platform enhancements for Board Administrators, Developers and Planners.
- [May 2025](https://help.board.com/docs/latest-updates-may-2025.md): Review the May 2025 Board release: new features, minor enhancements and performance updates for Administrators, Developers and Planners.
- [April 2025](https://help.board.com/docs/latest-updates-april-2025.md): See what’s new in April 2025: monitoring improvements, data model tools, expanded API endpoints and minor fixes across the Board platform.
- [About Board Add-ins](https://help.board.com/docs/about-board-add-ins.md): Learn what Board Add-ins are: Excel, Word, PowerPoint, Power BI integrations that let users interact with Board data, refresh Layouts, and enable write-back from external apps.
- [Power BI Add-in](https://help.board.com/docs/power-bi-add-in.md): Learn how the Power BI Add-in uses Board’s Presentation APIs to import Presentation, Slide, Screen Object and Layout data into Power BI Desktop for reporting and analysis.
- [About Board for Microsoft 365-Excel Add-in](https://help.board.com/docs/about-board-for-microsoft360-excel-add-in.md): Discover the Board International Excel Add-In. Embed data, create reports, and streamline management seamlessly within Excel for improved efficiency.
- [System requirements, technical prerequisites, licenses, and performance limitations](https://help.board.com/docs/system-requirements-and-technical-prerequisites.md): Learn about Board for M365 Add-ins, license requirements, and performance limitations for optimal use in Excel with the Subscription Hub.
- [Board for M365-Excel Add-in deployment](https://help.board.com/docs/m365-add-in-install.md): Learn how to deploy, manage, and use the Board Excel Add-in for M365, supporting both self-service and centralized models for seamless integration.
- [Connection and login to Board M365 Excel Add-in](https://help.board.com/docs/connection-and-login.md): Log in to the Board M365 Excel Add-in to access data, create tables, and manage connections seamlessly within your Excel workbook.
- [Board M365 Excel Add-in Ribbon Menu](https://help.board.com/docs/top-ribbon.md): Access Board Add-in features in Excel with the M365 tab for seamless data management, table options, and efficient data refresh capabilities.
- [Workbook settings](https://help.board.com/docs/workbook-settings.md): Explore Workbook Settings for Power Users and Developers in the Board M365 Excel Add-in, including permissions, layout options, and data model configurations.
- [Add-in settings](https://help.board.com/docs/add-in-settings.md): Find out what is possible to configure in the Board for M365 Excel Add-in settings area.
- [Right-click context menu](https://help.board.com/docs/right-click-context-menu.md): Enhance your Excel experience with the Board M365 Add-in, featuring right-click commands for table actions like filtering, sorting, and pivoting.
- [Data Selection](https://help.board.com/docs/m365-excel-addin-data-selection.md): Optimize your Excel experience with Board M365's Data Selection feature, filtering relevant data for improved performance and faster refresh times.
- [About Board Tables](https://help.board.com/docs/about-board-tables.md): Learn how to manage Board Tables in Microsoft 365 Excel, understand key differences between Board Tables and Excel Tables, and enhance collaboration in your workbooks.
- [Create a Table](https://help.board.com/docs/create-a-table.md): Create and analyze structured data in Excel with the Board Add-in. Learn to configure Tables, selections, and data sources for effective data management.
- [Table Layout Editor](https://help.board.com/docs/table-layout-editor.md): Learn to create Tables using the Layout Editor, configure Data Blocks, and explore settings for Cubes, Algorithms, and Entities in your layouts.
- [Export to Board M365 Excel Add-in](https://help.board.com/docs/export-to-m365-excel-add-in.md): Export Flex Grid configurations to Excel for M365 seamlessly, preserving formatting, filters, and selections for a unified Board experience.
- [View, navigate, and delete a Table](https://help.board.com/docs/view-a-table.md): Manage all Tables in the Board M365 Excel Add-in with ease. Navigate, assess status, and delete Tables directly for efficient workbook management.
- [Copy, paste, delete, and edit a Table](https://help.board.com/docs/copy-paste-delete-and-edit-a-table.md): Learn how to copy, paste, delete, and edit Tables in the Board M365 Excel Add-in while preserving configurations and metadata effectively.
- [Format a Table](https://help.board.com/docs/format-a-table.md): Learn how to format Tables in the Board M365 Excel Add-in using various tools for improved readability and data analysis.
- [Filter a Table](https://help.board.com/docs/filter-a-table.md): Learn how to filter Dataset-based Tables effectively, focusing on relevant data for your analysis with customizable rules and options.
- [Sort a Table](https://help.board.com/docs/sort-a-table.md): Learn how to sort data in Tables effectively, including filtering options and Excel-native sorting, to enhance your data display and analysis.
- [Pivot a Table](https://help.board.com/docs/pivot-a-table.md): Pivot your Table in M365 Excel Add-in to dynamically analyze data by organizing fields into Rows, Columns, and Values for insightful reporting.
- [Refresh Tables](https://help.board.com/docs/refresh-tables.md): Learn how to refresh Board Tables in the M365 Excel Add-in, optimizing data retrieval and performance while preserving table structure and integrity.
- [Overlapping Tables](https://help.board.com/docs/overlapping-layouts.md): Ensure your Excel worksheet has enough space for Board Tables to avoid overlap issues. Learn best practices for creating and managing Tables effectively.
- [Custom Excel Functions](https://help.board.com/docs/custom-board-m365-excel-functions.md): Enhance your Excel experience with Board's custom functions for planning and analysis, available through the M365 Excel Add-in.
- [BOARD.READ](https://help.board.com/docs/board-read-excel-function.md): Unlock faster data retrieval with BOARD.READ, using one formula to respect or ignore sheet selections in your Board Data Model or Cube.
- [BOARD.SETSELECTION](https://help.board.com/docs/board-setselection-excel-function.md): Learn how to use BOARD.SETSELECTION in Excel to specify selections, apply filters, and manage data refreshes effectively while respecting security models.
- [Getting Started with MS Office Add-ins](https://help.board.com/docs/getting-started-with-ms-office-add-ins.md): Learn how to use MS Office Add-ins across Excel, Word, PowerPoint: connect to Board, insert Layouts or Slides, refresh data, and enable write-back features.
- [MS Office Add-ins installation](https://help.board.com/docs/ms-office-add-ins-installation.md): Follow steps to install MS Office Add-ins: choose add-in for Excel, Word or PowerPoint; configure connection; manage permissions; troubleshoot installation issues.
- [The MS Office Add-in Layout](https://help.board.com/docs/the-ms-office-add-in-layout.md): Learn how to insert a Board Layout via Office Add-in: choose Data Model, define axes, apply filters or selects, link to Cubes, and manage auto-refresh.
- [About MS Office Excel Add-in](https://help.board.com/docs/about-ms-office-excel-add-in.md): Learn about the MS Office Excel Add-in: connect Excel to Board, import Layouts or Data Views, refresh data, and enable write-back from spreadsheets.
- [MS Office Excel Add-in Selection](https://help.board.com/docs/ms-office-excel-add-in-selection.md): Understand how to apply and clear Selections from Excel using the MS Office Excel Add-in: limit Entity values, connect filters, and sync selection context between Excel and Board.
- [Create a Data View with MS Office Excel Add-in](https://help.board.com/docs/create-a-data-view-with-ms-office-excel-add-in.md): Learn how to embed a Data View from Board into Excel: define axes, Blocks, formatting, enable drills, set refresh rules, and link to Board’s Data Model.
- [MS Office Excel Add-in functions](https://help.board.com/docs/ms-office-excel-add-in-functions.md): Explore built-in functions in the MS Office Excel Add-in: GET, SET, BLOCK, DRILL, SELECTION, etc., to query or write data, map Layouts and interactively update values.
- [About MS Office Word Add-in](https://help.board.com/docs/about-ms-office-word-add-in.md): Learn how the MS Office Word Add-in enables inserting Screens, Slides, or Layouts into Word with live data refresh and connectivity to Board.
- [Create an Object with MS Office Word Add-in](https://help.board.com/docs/create-an-object-with-ms-office-word-add-in.md): Learn how to use the MS Office Word Add-in to add a Screen, Slide or Layout into a Word document; configure refresh, formatting, and hyperlink behavior.
- [About MS Office PowerPoint Add-in](https://help.board.com/docs/about-ms-office-powerpoint-add-in.md): Learn about the MS Office PowerPoint Add-in: insert live Slides or Screens into PowerPoint, auto-refresh data, and maintain connectivity with Board for updates.
- [Create an Object with MS Office PowerPoint Add-in](https://help.board.com/docs/create-an-object-with-ms-office-powerpoint-add-in.md): Learn how to insert a Board Screen or Slice as an object in PowerPoint using the MS Office Add-in; configure update options, formatting, and hyperlink behavior.
- [About Board AI Agents](https://help.board.com/docs/about-board-ai-agents.md): Board AI Agents enhance planning and decision-making by providing data insights, actionable recommendations, and workflow guidance while keeping users in control.
- [Getting started with Board AI Agents](https://help.board.com/docs/getting-started-with-board-ai-agents.md): Board AI Agents enhance workflows by interpreting data and providing insights, ensuring user control while meeting license and system requirements.
- [Create and configure Board AI Agents](https://help.board.com/docs/create-and-configure-board-ai-agents.md): Learn how to configure Datasets and AI Agents in Board for effective data analysis, ensuring performance, security, and insightful guidance.
- [Interact with Board AI Agents](https://help.board.com/docs/interact-with-board-ai-agents.md): Learn to configure AI Agents in Board for effective data analysis, linking them to Screens and optimizing prompts for accurate results.
- [About System Administration](https://help.board.com/docs/about-system-administration.md): Learn the role of System Administration in Board: user and license management, security and access, data sources, monitoring, ALM, and global system settings.
- [Before you begin](https://help.board.com/docs/before-you-begin-1.md): Review essential steps before using Board: system requirements, user roles, environment structure, and tips to prepare for configuration and modeling.
- [Quick tour of the interface](https://help.board.com/docs/quick-tour-of-the-interface.md): Take a guided walkthrough of Board’s interface: Main Menu, Workspace, Capsules, Search, Recents, Favorites, Panels and how to access features quickly.
- [Welcome to the Board Subscription Hub](https://help.board.com/docs/welcome-to-the-board-subscription-hub.md): The Board Subscription Hub is a portal for Administrators to manage users across multiple Board Cloud Platforms; see all Platforms at a glance and access them quickly.
- [The Users section](https://help.board.com/docs/the-users-section.md): Learn how Administrators use the Users section in Board Subscription Hub to add users, assign roles, reset passwords, filter by status, and perform bulk actions.
- [Import users](https://help.board.com/docs/import-users.md): Import users into Board Subscription Hub using CSV files; validate required fields, map roles and groups, resolve duplicates, and send activation invitations.
- [Export users](https://help.board.com/docs/export-users.md): Export user data from Board Subscription Hub to CSV; choose fields, apply filters by role or status, and generate lists for audits or provisioning.
- [Client API section](https://help.board.com/docs/client-api-section.md): Learn how to create and manage OAuth clients in Board: set redirect URIs, assign scopes, rotate client secrets, generate tokens and audit access for integrations.
- [Board SCIM API overview](https://help.board.com/docs/board-scim-api-overview.md): Understand how the SCIM API provisions Users and Groups: connect your IdP, map attributes, sync roles; support create, update, deactivate and reconciliation.
- [SCIM API endpoints](https://help.board.com/docs/scim-api-endpoints.md): Reference for Board SCIM endpoints: /Users and /Groups with GET, POST, PATCH, DELETE; query with filters; manage pagination and schemas; handle errors and status codes.
- [Audit log](https://help.board.com/docs/audit-log.md): The Audit logs keep track of events related to user accounts, connections and related system objects which are managed through Board's Subscription Hub. Filter by user, action or date, inspect details, and export records for compliance and troubleshooting
- [APIs for Audit Logs](https://help.board.com/docs/apis-for-audit-logs.md): The Audit Log APIs allow you to read and extract Audit Logs from within Board for log entries of several Action Types that are automatically recorded in Board. Authenticate, filter by date range or action, paginate results, and integrate with SIEM tools.
- [Sync to Data Model](https://help.board.com/docs/sync-to-data-model.md): Synchronize Subscription Hub users to a Board Data Model; map roles and groups, schedule updates, and ensure security profiles stay consistent across Platforms.
- [The Permission Groups section](https://help.board.com/docs/the-permission-groups-section.md): Learn how the Permission Groups section lets Administrators configure security profiles (roles), assign data access, UI rights and operational capabilities across Board.
- [Adding and managing Permission Groups](https://help.board.com/docs/adding-and-managing-permission-groups.md): Learn how to add new Permission Groups in Board, edit group names or descriptions, assign users to groups, delete groups, and audit group membership and rights.
- [The User metadata section](https://help.board.com/docs/the-user-metadata-section.md): Learn how custom User Metadata in Board lets Administrators define additional new attributes for users, such as region, cost center, role, and more.
- [Add and manage User metadata](https://help.board.com/docs/add-and-manage-user-metadata.md): Learn how to define Board metadata, set data types, assign metadata values to users, filter user lists by metadata, and update or remove metadata entries.
- [The Sign-in page section](https://help.board.com/docs/the-sign-in-page-section.md): Use the Board Sign-in Page section to customize the login experience by adding up to six carousel slides (images, text or both), reorder slides (except the first), preview changes, set transition time, and avoid uploading sensitive info
- [Configure a custom sign-in carousel](https://help.board.com/docs/configure-a-custom-sign-in-carousel.md): Learn how to create slides with predefined templates; upload images/text, choose background color, reorder (except first slide), set 2–15 second transitions, and more.
- [The Enrollment section](https://help.board.com/docs/the-enrollment-section.md): Explore the Enrollment section: design request flows, set defaults, define approvers, and track submissions so users can request access to Board Platforms.
- [Set up an Enrollment process](https://help.board.com/docs/set-up-an-enrollment-process.md): Create a Board Enrollment process: choose target Platform, set eligibility rules, define steps, add approvers, and configure emails for requests and outcomes.
- [Assign default authorizations](https://help.board.com/docs/assign-default-authorizations.md): Set default Authorizations for approved Board new user requests: map Roles and Permission Groups; auto-assign Platform access so users receive the right privileges on approval.
- [Create a request form](https://help.board.com/docs/create-a-request-form.md): Design the Board Enrollment Request Form: add fields, help text and validation; capture just-enough data for routing and auditing; preview before publishing.
- [Define approvers](https://help.board.com/docs/define-approvers.md): Configure approvers for Board Enrollment: set primary and backup approvers, routing rules and SLAs; record approve or reject decisions with comments for audit.
- [The Collaboration section](https://help.board.com/docs/the-collaboration-section.md): Learn how the Board Collaboration section organizes communication and access at scale; create and use User Groups for sharing, enrollments, and platform permissions.
- [User groups](https://help.board.com/docs/user-groups.md): Understand Board User Groups; define membership rules, reuse groups for sharing, approvals, and role assignment; streamline access control across Platforms.
- [Create, edit, delete a User group](https://help.board.com/docs/create-edit-delete-a-user-group.md): See how to add a new User Group in Board, edit its name and membership, or delete it safely; apply groups to sharing, enrollment workflows, and permission assignments.
- [The Identity Provider Federation section](https://help.board.com/docs/the-identity-provider-federation-section.md): Use the Identity Provider Federation section of the Board Subscription Hub to add and manage SAML2 or OIDC identity providers, map ID token claims to user metadata, and secure federated logins.
- [Login scenarios](https://help.board.com/docs/login-scenarios.md): Learn about the supported login scenarios in Subscription Hub: Board credentials, SAML2 or OIDC Identity Providers, mixed modes, Platform access and session behavior.
- [Claim mapping for default user metadata](https://help.board.com/docs/claim-mapping-for-default-user-metadata.md): Map IdP claims to default Board User Metadata fields; configure mappings, fallback values and formats; preview results to ensure correct user provisioning.
- [The Licenses section](https://help.board.com/docs/the-licenses-section.md): Manage user-level licenses in Subscription Hub: view totals and usage; assign or revoke per user; filter by Platform; audit expirations and availability.
- [The General settings section](https://help.board.com/docs/the-general-settings-section.md): Configure global settings for the Board Subscription Hub: organization details, branding, email options, time zone, language, security defaults and session timeout.
- [Board Platform tiles](https://help.board.com/docs/board-platforms-tiles.md): Use the Board Platform tiles to access each Platform; view status and URLs; filter or search; open a Platform quickly from the Subscription Hub.
- [The Four Security Layers model](https://help.board.com/docs/the-four-security-layers-model.md): Understand Board’s four security layers: Roles at Platform level; Features for capability control; Folder Security for content access; Data Security for Entities and Cubes.
- [The Roles section](https://help.board.com/docs/the-roles-section.md): Learn how Board Administrators create and manage Roles in Subscription Hub; group privileges, map users or Permission Groups, and align access across Board Platforms.
- [The Folder security section](https://help.board.com/docs/the-folder-security-section.md): Learn about Board's Folder Security to allow or deny visibility and editing on Capsules and subfolders; assign by Role or group; ensure users see only authorized content.
- [The Features section](https://help.board.com/docs/the-features-section.md): Configure which Security Features each Board Role can use: design tools, data entry, exports, Procedures, BEAM; tailor capabilities for Administrators, Developers and Planners.
- [Online users](https://help.board.com/docs/online-users.md): Track online Board users in System Administration; view session details, filter by Platform, identify idle sessions, and safely disconnect users to free licenses.
- [Running tasks](https://help.board.com/docs/running-tasks.md): Learn about Running Tasks across your Platform; monitor status and duration, filter by type, inspect details, cancel stalled jobs, and troubleshoot failed executions.
- [About Log settings](https://help.board.com/docs/about-log-settings.md): Configure Log Settings for the Board Platform; set log levels, choose categories, define retention policies, and manage storage to balance insight with performance.
- [The Diagnostic log](https://help.board.com/docs/the-diagnostic-log.md): Use the Diagnostic Log to review granular Board system events; filter by component or severity, open full entries, export records, and accelerate root-cause analysis.
- [Broadcasting](https://help.board.com/docs/broadcasting.md): Learn how Broadcasting in Board sends content automatically: set up schedules, define recipients and filters, export to PDF or Excel, and send via email securely.
- [About Presentations in Administration](https://help.board.com/docs/about-presentations-in-administration.md): Manage and audit your Presentation within System Administration efficiently with a sortable, searchable table for enhanced oversight and transparency.
- [Manage Presentations in Administration](https://help.board.com/docs/manage-presentations-in-administration.md): Manage collaboration and access in the Presentations area within System Administration with features like member lists, chat, and author permissions for effective administration.
- [Data Sources](https://help.board.com/docs/data-sources.md): See how to manage Data Sources in Board: connect relational or cloud systems, configure credentials, test queries, and monitor connection health.
- [Localization](https://help.board.com/docs/localization.md): Learn how to localize Board: manage translations for labels, menus and Entity members; create Language Entities; load and apply localized content per user.
- [Taxonomies](https://help.board.com/docs/taxonomies.md): Understand how Taxonomies structure information in Board: define standardized labels, organize metadata, and maintain consistent categorization across Models.
- [Appearance](https://help.board.com/docs/appearance.md): Customize the graphic charter of your Board installations: set logos, theme colors, tile layout and style, and apply consistent design branding across the Workspace and login screens.
- [Search engine settings](https://help.board.com/docs/search-engine-settings.md): Learn how to configure the Board Search Engine: index Capsules, Screens and Presentations, manage filters and ranking, and ensure fast, accurate search results.
- [Send To](https://help.board.com/docs/send-to.md): Manage Send To jobs efficiently with our centralized interface, enabling email presentations in various formats for seamless administration.
- [ALM overview](https://help.board.com/docs/alm-overview.md): Learn how ALM enables version control, migration, rollback, snapshot and package strategies across Board environments and teams.
- [Data Model Snapshot](https://help.board.com/docs/data-model-snapshot.md): Create Data Model Snapshots in Board: freeze current Entities, Cubes, Rules and Configurations; compare snapshots; support auditing.
- [Data Model Package](https://help.board.com/docs/data-model-package.md): Build Data Model Packages in Board: export model structure, include snapshots, references, and metadata to deploy in other environments.
- [Capsule Snapshot](https://help.board.com/docs/capsule-snapshot.md): Generate a Capsule Snapshot In Board to capture Screens, Procedures, Slides and navigation; use it for rollback, testing or migration.
- [Capsule Package](https://help.board.com/docs/capsule-package.md): Create a Capsule Package in Board: export structure and content into a portable file ready for import into another environment.
- [CLI automation](https://help.board.com/docs/cli-automation.md): Use Board’s CLI tool to automate admin tasks: deploy ALM packages, run Procedures, manage users, snapshots, backups and environment scripting.
- [Board Integrations](https://help.board.com/docs/board-integrations.md): Board's data integration capabilities unify data from various sources, enabling seamless inbound and outbound processes for enhanced analytics and reporting.
- [About Board APIs](https://help.board.com/docs/about-board-apis.md): Explore Board APIs for seamless integration, data retrieval, and user management, enhancing your platform's capabilities with secure, efficient connections.
- [Board Public APIs](https://help.board.com/docs/board-public-apis.md): Overview of Board Public APIs: authenticate, call REST endpoints, handle pagination and filtering; review limits, versioning and security recommendations.
- [Cloud architecture](https://help.board.com/docs/cloud-architecture.md): Board Cloud reduces both setup time and maintenance overheads of your planning applications by offering world-class security, reliability, scalability, and performance.

Board Cloud‘s globally spanning infrastructure supports enterprise level rollouts by providing robust levels of integration with many third-party systems such as ERPs, CRMs, Cloud applications, Data Warehouses, and many more. Learn more about the Board Cloud architecture.
- [Cloud security](https://help.board.com/docs/cloud-security.md): Board Cloud secures data both in transit and at rest using strong encryption algorithms.

Data at rest is encrypted through AES 256-bit encryption, one of the strongest block ciphers available, and is FIPS 140-2 compliant.  All backups of customer information are also encrypted.

Data in transit is protected with at least TLS 1.2 using a 2048-bit RSA certificate with SHA256.

Board SaaS also supports BYOK, which further increases confidentiality at the application server layer. Keys and certificates are saved in vaults within the tenant and inherit isolation.

Customer Data and records are protected through access controls, encryption, and secure storage solutions. Retention policies ensure that data is preserved as required and securely disposed of when no longer needed. Read more about Board's Cloud security.
- [Cloud reliability and business continuity](https://help.board.com/docs/cloud-reliability-and-business-continuity.md): Board has a well-defined Governance System for Information Security. This system has been defined in accordance with the rules and criteria provided by industry best practices and international reference standards (ISO). An Information Security Management System created by Board also includes aspects of business continuity (as required by ISO A.17: information security aspects of business continuity management) to ensure the availability and integrity of the service and any data stored within. Read more about the Board Cloud reliability and business continuity.
- [Shared responsibility model](https://help.board.com/docs/shared-responsibility-model.md)
- [Regulatory compliance and certifications](https://help.board.com/docs/regulatory-compliance-certifications.md): Board Cloud has been built from the ground up in accordance with industry best practices and current regulatory requirements. 

As part of the Company’s commitment to maintaining a world-class security service, Board validates the effectiveness of its cloud security controls by auditing its environment using internationally recognized auditing standards. Board has achieved the following certifications: ISO/IEC 27001:2022, SOC 1 Type II, SOC 2 Type II, and SOC 3. Read about the certifications of Board Cloud in more detail.
- [Board How-To Guides](https://help.board.com/docs/board-how-to-guides.md): Access Board How-To Guides: practical tutorials covering setup, modeling, Capsules, translation, add-ins, and advanced feature workflows.
- [Board Best Practices](https://help.board.com/docs/board-best-practices.md): Explore Board Best Practices: guidelines for Data Model complexity, Capsule design, Cube optimization, ALM strategy, and performance tuning for scalability and maintainability.
- [What's new in the Board 15.0 release?](https://help.board.com/docs/whats-new-in-the-board-15-release.md): Board 15 enhances planning with AI Agents, improved governance, and a seamless Excel Add-in for connected workflows across Microsoft 365.
- [Board AI Agents](https://help.board.com/docs/board-ai-agents-2.md): Revolutionize planning with improved Board AI Agents released in Board 15, combining real-time insights and automation for smarter, faster decision-making in finance and operations.
- [Board Operational Forecasting](https://help.board.com/docs/the-new-operational-forecasting-platform.md): Explore the new Board Operational Forecasting tool for automated demand planning, enabling smarter decisions and efficient dataset management, introduced in Board 15.
- [The new Board M365 Excel Add-in](https://help.board.com/docs/the-new-board-m365-excel-add-in.md): Introduced in Board 15, integrate Board with Microsoft 365 Excel using the new Add-in for seamless planning, analysis, and reporting directly within Excel's familiar interface.
- [Flex Grid Vertical Block Alignment](https://help.board.com/docs/flex-grid-vertical-block-alignment.md): Vertical Block Alignment for Flex Grid, released in Board 15, enhances data visualization for planners and developers, simplifying operational planning and data entry.
- [Flex Grid New Docked Charts](https://help.board.com/docs/flex-grid-new-docked-charts.md): Explore Board 15's new Docked Charts for Flex Grid, allowing users to create, customize, and visualize data effortlessly in various chart types.
- [Flex Grid enhancements](https://help.board.com/docs/flex-grid-v15-enhancements.md): Explore the new Flex Grid enhancements in Board 15, including layout improvements, filter rules, and data entry updates for better performance and usability.
- [Presentations enhancements](https://help.board.com/docs/presentations-enhancements.md): Enhance collaboration in Presentations in Board 15 with new author permission features: Become an Author, Add/Remove Author Access, ensuring effective content management.
- [Other enhancements 15.0](https://help.board.com/docs/other-enhancements-15-0.md): Board 15 enhances user experience with a Help Hub, improved datasets, and vital Data Model health metrics for better data management and insights.
- [Minor features and update notes 15.0](https://help.board.com/docs/minor-features-and-update-notes-15-0.md)
- [Upgrade to Board 15 from 14](https://help.board.com/docs/upgrade-to-board-15-from-14.md): Upgrade to Board 15 seamlessly from Board 14 with no special prep. Learn best practices for Cloud and on-premises environments.
- [Upgrade to Board 14 & 15 from Board 12](https://help.board.com/docs/upgrade-to-board-14-and-newer-from-board-12.md): See supported upgrade paths from Board 12 releases; prerequisites, backups, testing, and post-upgrade checks to ensure a safe update.
- [Upgrade to Board 14 & 15 release from Board 11 and older](https://help.board.com/docs/upgrade-to-board-14-and-newer-from-board-11-and-older.md): Learn how to upgrade to Board 14 from Board 11 and older versions: requirements, compatibility checks, migration steps, rollback options and verification procedures.
- [What's new in the Board 14.5 release?](https://help.board.com/docs/what-s-new-in-the-board-14-5-release.md)
- [Board AI Agents](https://help.board.com/docs/board-ai-agents-1.md): Revolutionize planning with Board AI Agents, introduced in 14.5, combining real-time insights and automation for smarter, data-driven decision-making in finance and business.
- [Other Enhancements](https://help.board.com/docs/error-management.md): Explore new enhancements of Board 14.5 for greater visibility and control in presentations, including archiving, streamlined navigation, and improved user management features.
- [Minor features and update notes 14.5](https://help.board.com/docs/minor-features-and-update-notes-144.md)
- [What's new in the Board 14.4 release?](https://help.board.com/docs/whats-new-in-the-board-144-release.md): Explore key updates in Board 14.4: the new Board Foresight add-on, Administrator’s View of Presentations, enhanced Data Reader error management, expanded substitution formulas and Phase 1 accessibility improvements.
- [Board Foresight](https://help.board.com/docs/feature-2-1.md): Explore Board Foresight: surfacing external drivers, AI-generated insights, continuous forecasting and a semantic Dataset layer for self-service analytics.
- [Platform Enhancements](https://help.board.com/docs/platform-enhancements.md): Explore Platform Enhancements in Board Foresight: UI improvements, workflow upgrades, expanded data support, and tighter integration with the Board ecosystem.
- [Minor features and update notes 14.4](https://help.board.com/docs/minor-features-and-updates.md): Review minor features and updates in Board 14.4: usability improvements, object enhancements, performance optimisations and stability fixes for Administrators, Developers and Planners.
- [What's new in the Board 14.3 release?](https://help.board.com/docs/whats-new-in-the-board-14-3-release.md): Check out the Board 14.3 release: new features, UI enhancements, back-end optimizations and performance improvements across the platform for Administrators, Developers and Planners.
- [Flex Grid Data Entry](https://help.board.com/docs/flex-grid-data-entry.md): Learn how Planners and Developers enable Data Entry on Board Flex Grid Objects: configure Blocks, enable Split & Splat, lock cells and validate inputs.
- [Flex Grid By Column](https://help.board.com/docs/flex-grid-by-column.md): Learn how to use the “By Column” feature in the Board Flex Grid Layout: allow Columns to act like Rows, reorder Entities dynamically and support advanced analysis.
- [Flex Grid Drill Down and Drill Anywhere](https://help.board.com/docs/flex-grid-drill-down-and-drill-anywhere.md): Learn how Board Planners can use Drill-Down and Drill Away in Flex Grid Objects: click on cells or headers, navigate to Screens, Entities or Procedures and preserve context.
- [Flex Grid Range Charts](https://help.board.com/docs/flex-grid-range-charts.md): Learn how Board Developers add Range Charts inside Flex Grid Objects: create mini-charts within rows/columns, format thresholds and integrate drill actions.
- [Additional Flex Grid Object Interaction Features](https://help.board.com/docs/additional-flex-grid-object-interaction-features.md): Explore further interaction enhancements in Board's Flex Grid: multi-filtering, pivot mode, export to Excel, embedded charts and improved performance.
- [Economic Indicators in Board Signals](https://help.board.com/docs/board-signals-economic-indicators.md): Learn how the Board Signals add-on delivers more than 750 economic indicators; activate industry packages, load data into Cubes, create Screens and Presentations for strategic insights.
- [Other Enhancements 14.3](https://help.board.com/docs/other-enhancements-14-3.md): Explore additional enhancements in Board 14.3: refined user interface, updated object behaviour, integration tweaks and performance upgrades for Developers, Administrators and Planners.
- [Minor features and update notes 14.3](https://help.board.com/docs/minor-features-and-update-notes-143.md): Review the minor features and updates in Board 14.3: improved object behavior, UI refinements, integration polish and stability fixes for Developers, Administrators and Planners.
- [What's new in the Board 14.2 release?](https://help.board.com/docs/whats-new-in-the-board-14-2-release.md): Review the Board 14.2 release highlights: feature enhancements, UI optimizations, integration updates and performance improvements for Administrators, Developers and Planners.
- [Minor features and update notes 14.2](https://help.board.com/docs/minor-features-and-update-notes-142.md): Review the minor features and update notes in Board 14.2: UI tweaks, object refinements, integration enhancements and stability fixes for Developers, Administrators and Planners.
- [What's new in the Board 14.1 release?](https://help.board.com/docs/whats-new-in-board-14-release.md): Explore the major enhancements in Board 14: New Layout Editor, Flex Grid Object, improved UX/UI, Dynamic Engine, container performance and modernized API support.
- [The new Layout Editor](https://help.board.com/docs/the-new-layout-editor.md): Explore the New Layout Editor in Board: build and edit Layouts with drag-and-drop Blocks, contextual navigation, breadcrumbs and live preview for Developers and Designers.
- [Quick Layout improvements](https://help.board.com/docs/quick-layout-improvements.md): In Board 14 the Quick Layout has been enhanced: Developers can define which Entities are Row-only, Column-only or mandatory, set default Data Blocks visibility and enable auto-refresh for Planners.
- [Right-click function](https://help.board.com/docs/right-click-function.md): Explore how the new right-click function in Board 14 lets Administrators, Developers and Planners open context menus on Capsules, Folders, Screens, Layouts and Objects for quick actions.
- [Sliding panels and toolbar enhancements](https://help.board.com/docs/sliding-panels-and-toolbar-enhancements.md): Learn about sliding panels and toolbar upgrades in Board 14: Properties panels, Object toolbars, left-hand Resources tab and enhanced menus boost usability for Admins, Developers and Planners.
- [UX/UI other enhancements](https://help.board.com/docs/uxui-other-enhancements-1.md): See additional UX/UI enhancements in Board 14: edit multiple Blocks together, improved layer management, updated menus and better efficiency across Screens and Capsules.
- [The new Flex Grid Object](https://help.board.com/docs/the-new-flex-grid-object.md): Discover the New Flex Grid Object in Board 14: support for >1 M rows, Excel-like pivoting, grouping, filtering, embedded charts and enhanced performance for Analysts and Developers.
- [The new Dynamic engine](https://help.board.com/docs/the-new-dynamic-engine.md): Learn about the New Dynamic Engine powering Board 14: improved memory management, calculation speed, simplified architecture and scalability for large analytic applications.
- [Other enhancements 14.1](https://help.board.com/docs/other-enhancements-14-1.md): Review additional enhancements in Board 14.1: UI refinements, small feature updates, performance fixes, new object enhancements and improved certification support.
- [Minor features and update notes 14.1](https://help.board.com/docs/minor-features-14-1.md): Discover the minor features in Board 14.1: optimised navigation, updated icons, refined object behaviour, usability tweaks and bug fixes recommended for Developers and Administrators.
- [Bug fixes and minor changes 12.6](https://help.board.com/docs/bug-fixes-and-minor-changes-12-6.md): Review bug fixes and minor changes in Board 12.6: resolved issues, improved stability and small enhancements across features for Developers, Administrators and Planners.
- [REST API call Procedure step enhancements](https://help.board.com/docs/rest-api-call-procedure-step-enhancements.md): See what’s new in the REST API Call step at Board: additional auth and headers, richer payload handling, response mapping, improved logging, and clearer error management.
- [Azure AutoML Integration](https://help.board.com/docs/azure-automl-integration.md): Learn how to connect Board with Azure AutoML: configure authentication, define datasets and targets, train in Azure, and publish predictions back to Cubes.
- [New Board SCIM API](https://help.board.com/docs/new-board-scim-api-12-6.md): Explore SCIM API updates in Board 12.6: expanded Users/Groups endpoints, better attribute mapping, refined filtering and pagination, plus compatibility considerations.
- [Integrated ALM - Transporter improvements](https://help.board.com/docs/integrated-alm-transporter-improvements.md): Review the Board ALM Transporter upgrades: faster package creation, dependency checks, conflict warnings, new CLI options, and rollback controls for safer deployments.
- [Other enhancements 12.6](https://help.board.com/docs/other-enhancements-12-6.md): See additional improvements in Board 12.6: UI refinements, performance fixes, object updates, security enhancements, and certification changes across the Platform.
- [Upgrading from previous Board 12 releases](https://help.board.com/docs/upgrading-to-12-6-from-previous-board-12-releases.md): Learn how to upgrade from previous Board 12 builds to 12.6: review patch notes, apply pre-checks, handle interim versions and perform post-upgrade verification.
- [Upgrading to 12.6 from Board 11 and older](https://help.board.com/docs/upgrading-to-12-6-from-board-11-and-older.md): Learn how to upgrade to Board 12.6 from Board 11 or older: version dependencies, backup strategy, compatibility checks, migration tasks and post-upgrade validation.
- [Tips for a quick regression test](https://help.board.com/docs/tips-for-a-quick-regression-test.md): Explore efficient techniques for a Quick Board Regression Test: key Screens, critical procedures, high-impact Cubes and smoke steps for timely pilot release.
- [Regression test](https://help.board.com/docs/regression-test.md): Learn how to execute a Regression Test in Board: validate changes, compare baselines, ensure readiness, and report deviations for Administrators and Developers.
- [What's new in Board 12.5 (2023 Spring) release](https://help.board.com/docs/whats-new-in-board-12-5.md): Explore key updates in Board 12.5: new Data View formatting options, Smart Import improvements, centralised style templates and a REST API Call step for greater integration.
- [Bug fixes and minor changes 12.5](https://help.board.com/docs/bug-fixes-and-minor-changes-12-5.md): Review resolved issues and minor updates in Board 12.5: improved stability, usability refinements and small feature tweaks benefiting Developers, Administrators and Planners.
- [New Data View formatting options](https://help.board.com/docs/new-data-view-formatting-options.md): Learn about the enhanced formatting options for the Data View: adaptive number scaling (K/M/B) and improved column visibility controls to support Board Developers and Planners.
- [New REST API call Procedure step](https://help.board.com/docs/new-rest-api-call-procedure-step-12-5.md): Explore the REST API Call step enhancements in Board 12.5: support for PATCH and DELETE requests, improved authentication workflows, response mapping, and execution logging.
- [Custom style templates](https://help.board.com/docs/custom-style-templates.md): Learn how to create Custom Style Templates in Board: set fonts, colors, components and layouts; apply templates across Screens and Capsules to maintain consistent branding.
- [Other enhancements 12.5](https://help.board.com/docs/other-enhancements-12-5.md): See additional enhancements in Board 12.5: refined UI icons, improved Smart Import flows, data-entry rule updates, integration adjustments and overall performance improvements.
- [Upgrading to 12.5 from previous Board 12 releases](https://help.board.com/docs/upgrading-to-12-5-from-previous-board-12-releases.md): Learn how to upgrade from prior Board 12 builds to version 12.5: check patch dependencies, apply update strategy, backup data and validate functionality for Administrators and Developers.
- [What's new in Board 12.4 (2022 Summer) release](https://help.board.com/docs/whats-new-in-board-12-4.md): Discover the key updates in Board 12.4: new style templates, conditional themes, menu object enhancements, UX refinements and export improvements for Administrators and Developers.
- [Bug fixes and minor changes 12.4](https://help.board.com/docs/bug-fixes-and-minor-changes-12-4.md): Review the bug fixes and minor updates in Board 12.4: resolved UI issues, optimization improvements and small feature refinements for Developers and Administrators.
- [The new Smart Import Object](https://help.board.com/docs/the-new-smart-import-object.md): Learn how the new Smart Import Object enables Developers and Planners in Board to load data directly from Screens via manual entry, copy-paste or .xlsx files with mapping, validation and execution options.
- [New Cube visibility feature](https://help.board.com/docs/new-cube-visibility-feature.md): Learn how the new Cube Visibility feature lets Board Administrators restrict access to specific Cubes by Role or Profile, control write permissions, and protect sensitive measures.
- [New Power BI Add-in](https://help.board.com/docs/new-power-bi-add-in.md): Explore the new Power BI Add-in: import Board Presentations and Data Views into Power BI Desktop, refresh connections, and embed live data within interactive dashboards.
- [Bring your own key encryption (BYOK) - Beta](https://help.board.com/docs/bring-your-own-key-encryption-byok-beta.md): Discover Board’s BYOK Beta: enable customer-managed encryption keys in the cloud, manage key rotation, and audit key usage to enhance data security and compliance.
- [Other enhancements 12.4](https://help.board.com/docs/other-enhancements-12-4.md): Explore additional enhancements in Board 12.4: improved context menus, refined export workflows, minor object upgrades and UI optimisations benefiting Developers and Planners.
- [Upgrading to 12.4 from previous Board 12 releases](https://help.board.com/docs/upgrading-to-12-4-from-previous-board-12-releases.md): Learn how to upgrade to Board 12.4 (2022 Summer release) from earlier Board 12 versions: prerequisites, backup strategy, installation steps and post-upgrade checks.
- [What's new in Board 12.3 (2022 Spring) release](https://help.board.com/docs/whats-new-in-board-12-3.md): Key updates in Board 12.3 include new Extract Procedure steps, Subscription Hub improvements, UI refinements, and performance/stability gains for Admins, Developers and Planners.
- [Bug fixes and minor changes 12.3](https://help.board.com/docs/bug-fixes-and-minor-changes-12-3.md): Review the bug fixes and minor changes in Board 12.3: resolved issues, optimizations and stability improvements for Administrators, Developers and Planners.
- [New REST APIs](https://help.board.com/docs/new-rest-apis.md): Explore Board’s new REST APIs: updated endpoints, expanded query types, enhanced authentication methods, richer response formats, and tighter integration support.
- [Data entry on vertically aligned Layouts](https://help.board.com/docs/data-entry-on-vertically-aligned-layouts.md): Learn how to configure data entry when Layouts are vertically aligned: set row-vs-column mode, enable write-back for Planners, handle select propagation and validate write operations in Board.
- [Other enhancements 12.3](https://help.board.com/docs/other-enhancements-12-3.md): Additional Board 12.3 changes: minor UI tweaks, refined object behavior, connector updates and reliability fixes; notes relevant to Administrators, Developers and Planners.
- [Upgrading from previous Board 12 releases](https://help.board.com/docs/upgrading-to-12-3-from-previous-board-12-releases.md): Move from earlier Board 12 to 12.3 with prerequisites, backups, compatibility checks, detailed upgrade sequence, validation tasks and rollback planning.
- [What's new in Board 12.2 (2021 Winter) release](https://help.board.com/docs/whats-new-in-board-12-2.md): Explore key updates in Board 12.2: enhanced procedures, UI polish, integration updates and performance gains supporting Administrators, Developers and Planners.
- [Bug fixes and minor changes 12.2](https://help.board.com/docs/bug-fixes-and-minor-changes-12-2.md): See the bug fixes and minor changes in Board 12.2: reliability improvements, corrected edge cases and usability refinements across Platform features.
- [The new Waterfall chart Object](https://help.board.com/docs/the-new-waterfall-chart-object.md): Define steps, totals and subtotals; set colors and labels; enable drill and selection behavior to analyze movements between values with Waterfall charts in Board.
- [Subscription Hub improvements](https://help.board.com/docs/subscription-hub-improvements.md): Board 12.3 updates streamline user management, audit logging, roles and permissions, and request flows to improve provisioning and governance.
- [New Extract procedure steps](https://help.board.com/docs/new-extract-procedure-steps.md): In Board 12.3, Extract steps export Cubes or Entities to CSV, TXT or Excel; set filters, schedule via Procedures and capture execution logs for auditing.
- [Other enhancements 12.2](https://help.board.com/docs/other-enhancements-12-2.md): Review additional improvements in Board 12.2: refined UI, connector adjustments, object behavior tweaks and stability/performance upgrades for Admins, Developers and Planners.
- [Upgrading from previous Board 12 releases](https://help.board.com/docs/upgrading-to-12-3-from-previous-12-releases.md): Upgrade safely to Board 12.3: verify prerequisites, back up, run compatibility checks, follow migration steps and validate results with post-upgrade testing.
- [What's new in Board 12.1 (2021 Summer) release](https://help.board.com/docs/whats-new-in-board-12-1.md): Explore the Board 12.1 (2021 Summer) release: new Collaboration services, a Geo Map object, Data View & Chart enhancements, and Subscription Hub improvements for Administrators, Developers and Planners.
- [Bug fixes and minor changes 12.1](https://help.board.com/docs/bug-fixes-and-minor-changes-12-1.md): Review bug fixes and minor updates in Board 12.1: reliability improvements, corrected edge cases, and small usability gains for Administrators, Developers and Planners.
- [The new Google Maps Object](https://help.board.com/docs/the-new-google-maps-object.md): Learn what’s new in the Google Maps Object for Board: easier setup, better marker styling and clustering, improved drill-to navigation, and smoother Planner interactions.
- [Data View and Chart enhancements](https://help.board.com/docs/data-view-and-chart-enhancements.md): Review improvements to Board's Data View and Charts: richer formatting, clearer legends and tooltips, refined drill behavior, and performance gains for large datasets.
- [The new Collaboration feature](https://help.board.com/docs/the-new-collaboration-feature.md): Learn how Collaboration enables chat and threaded discussions within Board: share context from Screens, notify teammates and keep activity auditable.
- [The new Feed feature](https://help.board.com/docs/the-new-feed-feature.md): Follow your Feed to see Board Collaboration updates: new messages, mentions, shared items and approvals; jump into context directly from notifications.
- [The new Discussions feature](https://help.board.com/docs/the-new-discussions-feature.md): Attach Discussions to Board Screens and Objects: start topic threads, track decisions, keep context with data selections and notify relevant stakeholders.
- [The new Chat feature](https://help.board.com/docs/the-new-chat-feature.md): Use Board Chat to discuss insights alongside live data: start direct or group threads, mention teammates, share links to Screens and keep conversations organized.
- [Other enhancements 12.1](https://help.board.com/docs/other-enhancements-12-1.md): See additional changes in Board 12.1: user interface refinements, object behavior updates, integration polish, and stability improvements across the Platform.
- [Upgrading from previous Board 12 release](https://help.board.com/docs/upgrading-from-previous-board-12-release.md): Follow the path to upgrade from an earlier Board 12 release: confirm prerequisites, back up, run compatibility checks, execute the update, and validate results.
- [What's new in Board 12.0 (2021 Spring) release](https://help.board.com/docs/whats-new-in-board-12-0.md): Explore the latest Board 12.0 release with enhanced features, performance improvements, and new administration tools for developers and end-users alike.
- [Bug fixes and minor changes 12.0](https://help.board.com/docs/bug-fixes-and-minor-changes-12-0.md): Explore new features like Bubble Chart axis configuration, Data View sorting, and enhanced navigation for improved user experience and performance in Board.
- [New Unbalanced Hierarchies feature for Entities](https://help.board.com/docs/new-unbalanced-hierarchies-feature-for-entities.md): Explore Board's Unbalanced Hierarchies for efficient parent-child relationships in data aggregation, enhancing financial reporting and organizational structures.
- [R integration feature](https://help.board.com/docs/r-integration-feature.md): Learn how to configure the R calculation step in Board, transferring data to Rserve for processing and storing results in cubes efficiently.
- [Excel Add-in enhancements](https://help.board.com/docs/excel-add-in-enhancements.md): The new MergeMappingDefinition function in the Board Excel Add-in simplifies data import from Excel tables to Board layouts, enhancing your workflow.
- [Dataflow enhancements](https://help.board.com/docs/dataflow-enhancements.md): Experience enhanced Dataflow performance in Board 2021 Spring release with optimized calculations, new domain settings, and improved data handling.
- [Data View enhancements](https://help.board.com/docs/data-view-enhancements.md): Explore the new Data View features in Board 2021 Spring release, including number scaling, BLOB data-entry, and enhanced tooltips for better usability.
- [Data Reader enhancements](https://help.board.com/docs/data-reader-enhancements.md): Import data into Board from cloud storage services like Amazon S3, Azure, and Google Cloud using the TEXT Data Reader for fixed-width or CSV files.
- [Cubes enhancements](https://help.board.com/docs/cubes-enhancements.md): Revamp your data management with improved Cube creation, manual dense/sparse configuration, and multiple Cube versions for enhanced performance.
- [Other enhancements 12.0](https://help.board.com/docs/other-enhancements-12-0.md): Enhance Board development efficiency with new features like Copy/Paste format settings, iXBRL reporting, and improved ODBC drivers for seamless data integration.
- [Upgrading from Board 10 or Board 11](https://help.board.com/docs/upgrading-from-board-10-or-board-11-1.md): Upgrade to Board 2021 Spring release with essential steps for Data Model migration, Cube extraction, and environment preparation for a smooth transition.
- [Regression test](https://help.board.com/docs/regression-test-6.md): Learn how to perform a Regression Test in Board: compare baselines, run critical Screens and Procedures, capture differences, and confirm readiness across environments.
- [Tips for a quick regression test](https://help.board.com/docs/tips-for-a-quick-regression-test-6.md): Explore pragmatic techniques for a Quick Regression Test in Board: focus on high-impact Screens, key Procedures, critical Cubes and smoke steps to validate a stable release.