Overview of Bold BI

Bold BI is an analytics solution designed to help organizations transform raw data into actionable insights. Whether you need self-service dashboards or an embedded analytics experience, Bold BI provides deployment options and security features for teams of all sizes.

The platform uses a modern data architecture model and includes inbuilt capabilities. With Bold BI, you can connect to your data, modify it to suit your requirements, construct dashboards with relevant KPIs, and share them with your users for collaboration. Depending on your use case requirements, several other features can be enabled throughout these processes.

Bold BI also offers flexible deployment options. You can use the Syncfusion Cloud Managed service, or deploy Bold BI in your own cloud environment or on-premises servers.

Whichever deployment you choose, integration is supported through two methods: JavaScript Embedding and iframe Embedding. JavaScript Embedding is recommended for website integration and is delivered through the Embedded SDK APIs. This method supports a consistent user experience for embedded analytics.

Bold BI: Designed for Everyone

Bold BI supports self-service and embedded analytics for teams across industries, including developers and business users.

Businesses of All Sizes - From startups to large enterprises, Bold BI supports data-driven decision-making. The analytics experience can be used for scaling operations or optimizing processes based on business needs.

Developers and IT Professionals - Bold BI provides APIs, sample code, and integration options to embed analytics directly into applications with control and customization.

Data Analysts and Business Users - Data analysts, data scientists, and business users can use self-service analytics features to explore data, generate insights, and share findings.

Key Features

Effortless Dashboard Creation

• Build Dashboards in Minutes - Support non-technical users in creating or modifying dashboards and reduce IT dependency. Use interactive visuals to support decision-making.

• Data Visualization - Create dashboards using an intuitive drag-and-drop designer with 40+ interactive charts, maps, and graphs. Present data in a format suitable for analysis and reporting.

• Interactive and Drill-Down Capabilities - Explore data using dashboards to review updates and trends. You can drill down, apply filters, and analyze results for decision-making.

• Dashboard Customization - Design dashboards with flexible or fixed layouts to support usage across devices and maintain consistency.

• Slideshows / TV Mode - Display dashboards in full-screen slideshow mode for monitoring. Rotate through dashboards automatically in environments such as command centers and office displays.

• Export Options - Support multiple export formats, including PDF, PowerPoint, Excel, or CSV, for sharing and offline analysis.

• Mobile-Friendly Dashboards - Access dashboards on devices with responsive design.

• Prebuilt Dashboard Examples - Use ready-to-use dashboard templates across industries, including sales, marketing, finance, healthcare, and operations. Customize templates to match your requirements.

Seamless Data Connectivity

• Extensive Data Sources - Connect data from files, databases, APIs, or cloud storage. Integrate and blend data from over 150 sources, including SQL Server, PostgreSQL, MySQL, Google Analytics, Salesforce, HubSpot, and Zendesk. Support is also available for custom connectors.

• Data Modeling - Prepare data using built-in features such as filters, joins, expression support, and data type transformations. Unify, transform, and blend multiple data sources to maintain a consistent view without additional integration software.

• Inbuilt ETL Capabilities - Bold Data Hub supports data transformation, visual modeling, calculated fields, and multi-source integration without separate add-ons or tools.

• Data Processing Modes - Choose between live or extract mode based on your data needs. Live mode supports real-time updates, while extract mode can improve performance by storing optimized snapshots.

AI-Powered Insights

• AI-Powered Analytics - Use AI to create widgets or explore data through conversational chat. Ask questions, generate visualizations, and refine results. You can also use AI-generated summaries of dashboards and widgets to review trends, anomalies, and insights.

• Predictive Analytics - Use forecasting and trend analysis to support planning and decision-making.

Team Collaboration & Sharing

• Version Control - Maintain a history of dashboard changes with built-in versioning. Restore previous versions and track modifications.

• Collaboration Options - Share, comment, and co-author dashboards. Use collaboration features to support team workflows.

• Automated Dashboard Delivery - Set up scheduled deliveries of dashboards as PDFs, images, or Excel files.

• Data Alerts - Configure alerts for anomalies, threshold breaches, or KPI changes through email, SMS, or push notifications.

Enterprise-Grade Security & Access Control

• Robust Security and Governance - Use multi-factor authentication, role-based access control, and single sign-on (SSO) options, including Office 365, OpenID, OAuth 2.0, and Active Directory. You can also use row-level security and a granular permission model.

• Multi-Tenant Support - Use multi-tenant architecture to manage separate departments or clients from one portal while enforcing role-based access, data isolation, and compliance requirements.

• Role-Based Access - Control user permissions using row-level security. Define user roles and enforce dynamic access restrictions. Refer to How to Implement Role-Based Access Control for Dashboards in Bold BI?

Seamless Embedding & API Integration

• Embedded Analytics SDK - Integrate dashboards into applications using iframe, JavaScript, or full server-side embedding. Use the SDK to embed dashboard designers, viewers, or specific widgets into applications built with Angular, React, .NET Core, and other popular frameworks.

• Powerful API Integration - Use APIs, SDKs, and code samples for application integration.

Branding & Customization

• White Labeling - Rebrand the interface with custom logos, fonts, and color schemes.

• Custom Theme - Configure themes including colors, typography, and layout styles.

• Localization - Configure language support, date-time formats, and regional settings.

• Custom Domain - Use your own domain to provide a branded experience.

Performance & Optimization

• Data Caching - Use caching to reduce load times and optimize data retrieval.

• Incremental Data Refresh - Fetch only new or updated data instead of reloading entire datasets.

• Virtual Loading - Load data dynamically in chunks as users scroll or interact.

Flexible Deployment & Scalability

• Flexible Deployment Options - Set up your analytics environment with support for Windows, Linux, Docker, Kubernetes, and Azure App Service deployment options to suit your infrastructure needs.

Pricing

• Pricing - Simple, predictable pricing with no per-user fees, ensuring cost-effective scaling. Get analytics at a flat rate with no hidden fees or per-user charges.