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Create Dashboards in the Bold BI

To create the Dashboard, you have to follow the step-by-step procedure outlined below:

  1. Login to the Bold BI application.

  2. Open the Dashboard Designer.

  3. Data is mandatory to create the dashboard. You have to connect with data from here.

  4. Once connected to the data source, you can configure the tables and views from here

  5. Prepare the data according to the widgets and our requirements. Please refer to the help document for more information on data preparation here

  6. Once data preparation is complete, you can create the dashboard by following the steps in the documentation

  7. Select widgets that are suitable for data visualization by referring here.

  8. Assign the data to the widget by following the documentation here

  9. Configure the properties of the widgets by following the documentation here