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.

   

2. For the master site, the dialog will be shown with the options of Internal Site and External Site. Select either Internal Site or External Site for publishing the dashboard in the publish dialog and proceed to Next.

   

   For non-master sites, the external site publish dialog will be shown directly. Also, publish the dashboard to the internal sites using the external site publish option for the non-master sites.

   NOTE: The master site is the first site created during startup in Bold BI, and all other sites are considered non-master sites.

Internal site

Publish the dashboard to the sites created on the same Bold BI server.

1. Choose the sites from the drop-down menu where you want to publish the dashboard.

   

2. Specify the category name in which you want the dashboard to be published on other sites.

   

3. Select the checkbox Use source category name. if you want to publish the dashboard with the source category name on the destination sites.

   

4. Select the checkbox Use source dashboard and data source name if you want to publish the dashboard and data source with the source dashboard and data source name on the destination sites.

   

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

   

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

   

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

   

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

   

9. Select the Skip All Data Source Publishing on the Target Site to Use Existing Data Sources checkbox to avoid publishing data sources that are already published on the target site.

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

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

12. To publish the dashboard in the same category from the source site to the destination site, check the Use souce category name box and select a category from the dropdown menu using the Advanced option.

13. If you want to publish in a different category, uncheck the box and enter the category name in the text field to which need to be published.

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

    

External site

Publish the dashboard to the sites created in other Bold BI servers and to the internal sites created in the same Bold BI server for the non-master sites using the external site publish option.

1. Click on + to add external site.

   

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

   • Name - Enter the name that you want for external site.
   • Client ID - Enter the Client Id of the site.
   • Client Secret - Enter the Client Secret of the site.
   • Site URL - Enter the URL of the site.

   You can add both internal and external site client IDs and client secrets here.

For the Bold BI Enterprise server, obtain the site’s Client ID and Client Secret values from the site details page.

3. After adding the external site, select the external site from the drop-down menu and follow the same steps mentioned for the internal site to publish 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.
• Admin users can view all the external sites added by any user, which will be listed in the “Select Site” dropdown, since admins can publish any dashboard and data sources.

Manage published dashboards

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

Synchronize dashboard

When you make changes to the original dashboard, you can synchronize those changes to the published site using the synchronize published resource option.

Information of published dashboard

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

Publish history

You can view the publishing history of the corresponding dashboard. Click on Actions in the grid context menu and select Publish History.

Remove publish dashboard

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

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