System requirements, technical prerequisites, licenses, and performance limitations

The Board for M365 Add-in requires an internet connection, an active Board 15 license for a Cloud Platform with the Subscription Hub, administration permission from the Subscription Hub for User and Lite licenses (not needed for Power User or Developer licenses), and other system requirements listed below.

Add-ins are only compatible with both:

1. Version Board 15

2. Cloud Platforms that have the Subscription Hub.

Board license requirements

Add-ins are included with all Power User and Developer licenses. For User and Lite licenses, access to the Add-ins must be enabled through the User section of the Subscription Hub. The features available within the Add-in depend on the assigned license, and some functionality may be restricted accordingly.

To grant access to the Add-ins, proceed as follows:

1. Go to Administration and click on the Subscription Hub tile

2. Go to the User section and select the user to view their user profile

3. Navigate to the License section of the user profile and enable the checkbox labeled Board M365 Add-ins

   The MS Office Add-in flag still exists and is a separate permission to use the previous Add-in. You can have both enabled, but only enabling one does not allow you to use the other.

Permission and Role settings for Workbooks

The Add-in feature settings can be configured centrally in the Features section within the Board Platform.

You can configure Features of application profiles that are assigned to users via Roles to configure explicit Board for M365 Excel Add-in permissions.

In the Features section of Users & Security, under the application profile name, you can configure the following settings for users accessing the Board M365 Excel Add-in under “Microsoft 365 Add-ins Workspace”:

• Deny Layout Designer. Enable this option if you want to deny a user associated with this Application Profile access to modify a Table configuration. The user can still pivot data.

• Deny Dataset List. Enable this option if you want to deny a user associated with this Application Profile access to use Datasets. The user can still use the Layout option.

• Deny Selection Editor. Enable this option to deny a user associated with this Application Profile access to the Selection options. The user cannot use the Selection feature, but can still use the Board function BOARD.SETSELECTION.

Client software requirements

Warning

If you disable Internet Explorer in the environments listed above, the Microsoft 365 Add-ins will stop working. You can upgrade to a newer version of Microsoft 365 to stop using Internet Explorer 11.

Limitations

Some performance limitations both from Board and on the Excel side apply and must be taken into consideration when using the Board for Microsoft 365 Excel Add-in.

Table limitations

The performance of Board Tables depends on the size of the result set, the execution context, and the Excel environment in which the Table is used. When working with large Datasets, you should carefully plan data retrieval and execution timing to ensure acceptable performance.

For Tables containing more than 100,000 rows, performance is comparable to a Flex Grid in the Board web interface: limitations of 2.5 million rows and 160 columns. However, Excel imposes their own maximum row limits of ~1 million that cannot be exceeded.

Excel limits

• Maximum rows: 1,048,576

• Maximum columns: 16,384

If a Table result set exceeds Excel’s maximum row limit of 1,048,576 rows or 16,384 columns, the Table is not rendered. In this case, a warning message prompts you to restrict the Selection or otherwise reduce the size of the resulting dataset.

This limitation applies during:

• Table execution in Excel

• Application and modification of Selections

• Pivoting operations

• Table resizing or editing

To resolve rendering issues, narrow the Selection to reduce the result size, or move the Table starting position to an area of the worksheet with more available rows and columns.

Excel Web Payload Considerations

When working in Excel Web, additional payload size limitations apply. Enabling “Show Source Data” for very large Tables may result in long execution times or failed data retrieval.

Very large Tables may take several minutes to load or may fail to display completely. If this occurs, reduce the Dataset size or defer execution until analysis is required.

Performance may vary depending on the environment and internal chunking behavior, and large data retrieval should be planned accordingly.

Refresh limitations

When refreshing Tables, sheets, and workbooks, limitations apply.

Refresh happens in two parts:

1. Query the Board Engine

2. Print the new data in Excel

Refresh Sheet limitations

The single active worksheet and Tables are grouped together and refreshed in one go with the following limitations:

1. Query the Board Engine: the limitation is equal of that of a Flex Grid: 2.5 million rows and 160 columns per Table

2. Print data in Excel sheet: limitation of 5 million cells for each worksheet

Refresh Workbook limitations

The entire Workbook, Sheets, and Tables are grouped together and refreshed in one go with the following limitations:

1. Query the Board Engine: the limitation is equal of that of a Flex Grid: 2.5 million rows and 160 columns per Table

2. Print data in Excel workbook: limitation of 10 million cells for each workbook

If any of the limitations are reached, an error message will appear prompting the user to reduce the data.

Workbook Storage and Auto-Sync Behavior

Table configuration works correctly in workbooks stored in shared folders with automatic saving enabled, such as OneDrive.

When file auto-sync is active, Table definitions and configuration changes are preserved as expected.

Ensure that the workbook remains fully synchronized before performing large executions or configuration changes to avoid inconsistencies.