Planning and Procedures with Board

  • 20 November 2023, 09:30 / 16:30
  • 21 November 2023, 09:30 / 16:30
  • Level: Advanced
  • Address: Online,
  • Language: English

This two-day course is designed for Board developers looking to move beyond the basics of reporting in Board, as well as anyone looking to contribute to the design of a business process managed in a Board application.

Timezone: BST

Price: £1,000 per delegate

Delegates will learn how to create Board procedures for a variety of important tasks, such as scheduled loading of data or performing calculations over a large data set. The course will demonstrate how to develop an application across both back-end and front-end, configuring user interfaces for entering data and connecting them to calculation logic via Board Data Flow. By the end of the course, delegates will have transformed their reporting application to one capable of producing plans and forecasts, integrated in a single, unified data model.

Day 1:

  • Procedures overview
  • Data loading automation
  • Data Entry
  • Data Flow – key concepts
  • Applying seasonality
  • Calculating revenue 

Day 2:

  • Currency conversion and simulation
  • New and obsolete planning nodes
  • Debugging procedures
  • Planning workflow
  • Forecasting 


  •  Experience of the basics of configuring a Board Data Model and Capsule is strongly recommended
  • A laptop or PC able to connect to the Board training server via Remote Desktop Connection – each trainee is provided with their own virtual environment for the course
  • For online courses, a dual-screen setup is beneficial but not required