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Publish Dashboards in the Bold BI application

To publish a dashboard to other site(s), follow these steps:

  1. Click Actions in the dashboard grid context menu and select Publish to publish the corresponding dashboard.

    Publish Menu

  2. Select Internal Site or External Site for publishing dashboard in publish dialog and proceed Next.

    Select Site

Internal site

You can publish the dashboard to the sites created in the same Bold BI server.

  1. Choose the sites in the drop-down that you want to publish the dashboard.

    Select Sites

  2. Specify the category name that you want, the dashboard to be published in other sites.

    Publish Category

  3. Select the check box Use source dashboard and data source name, if you want to publish dashboard and data source with source dashboard and data source name in destination sites.

    Publish dashboard with same name

  4. If necessary, provide a description for the dashboard.

    Publish Dashboard Description

  5. Select the check box Lock dashboard editing in published site, if you do not want the published dashboard to be edited in published sites.

    Lockdown Dashboard

  6. Select the check box Lock data source editing in published site, if you do not want the published data source to be edited in published sites.

    Lockdown Datasource

  7. Select the check box Make dashboard as public in published site, if you want the published dashboard to be public in published sites.

    Make Public Dashboard

  8. You can choose the owner (who has permission to create dashboard, data source and category) of the dashboard in published site using the Advanced option. If you do not, it will publish the dashboard with random user (who has permission to create dashboard, data source and category).

    Select Owner in Advanced

  9. You can individually configure the fields in the Advanced window.

    Advanced Fields

  10. By submitting the form, the publishing process will be started and you can check the status of the publishing in the Published Resources page.

    Submit Publish

External site

You can publish the dashboard to the sites created in other Bold BI servers.

  1. Click on the + button to add external site.

    Add External Site

  2. Fill the following details as shown in the below image.

  3. Name - Enter the name that you want for external site.

  4. Client ID - Enter the Client Id of the site.

  5. Client Secret - Enter the Client Secret of the site.

  6. Site URL - Enter the URL of the site.

External Dialog

For Bold BI Enterprise server, you can get the site’s Client Id and Client Secret values from the site details page.

General Details

  1. After the external site was added, choose the external site in the drop-down and you can follow the same steps mentioned in the internal site for publishing the dashboard.

NOTE: The dashboards or the data sources cannot be locked while publishing to the external sites. So, the Lock dashboard editing in published site and Lock data source editing in published site check box options will not be shown for External Site.

Manage published dashboards

You can view the status of the published dashboards in the Published Resources page. The published resources are listed in the grid and grouped by the dashboard by default.

Publish Side Menu

Publish Page

Synchronize dashboard

When you make some changes in original dashboard and you can move that changes in published site using the synchronize published resource option.

Publish Synchronize

Information of published dashboard

You can see the publishing information of respective dashboard in dialog box. Click Actions in the grid context menu and select Info.

Publish Info Action

Publish Info Dialog

Publish history

You can see the published history of corresponding dashboard. Click Actions in the grid context menu and select Publish History.

Publish History Action

Publish History Dialog

Remove publish dashboard

Published dashboards can also be removed from the Bold BI when they are no longer required.

Click Actions in the grid context menu and select Remove to remove the published dashboard from the list.

Remove Publish Action