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Download dashboards in the Bold BI application

It is possible to download dashboards from tenants deployed on your server. Here is a step-by-step guide on how to download dashboards from sites in Bold BI:

Prepare dashboards for download

To download the dashboard(s) from site(s), follow these steps:

  1. Click on Actions in the dashboard grid context menu, and then select the Download option to download the corresponding dashboard.

    Download Menu

    NOTE: If the download option for a particular dashboard is not visible in the context menu, this indicates that you don’t have the necessary permission to download it. Please refer to the download permission section to learn how to provide the download permission.

    You can also download more than one dashboard from the page by selecting the dashboard list checkbox, or all dashboards on the page by selecting the Select All checkbox in the header.

    Bulk Download

  2. After clicking the Download option from the context menu or download icon, the dialog box will appear with description and warning message details. By default, the Include sensitive information checkbox is selected, but you can uncheck it if you want.

    Download Dialog

  3. Click on the Prepare Download button in the dialog to initiate the download request for the selected dashboards or individual dashboards. You can then check the status of the download process on the Offline Resources page.

    Prepare Download

NOTE: The Include sensitive information includes data source sensitive credentials. By enabling this option, you can download the dashboards with sensitive details, making it easier to upload them to another server without the need for additional configuration. This can save time and effort, as you can directly use the downloaded dashboards with all the necessary information.

Download the dashboard file from offline page

After the download process is complete, you can download the downloaded dashboards on the Offline Resources page. Here is how to download individual dashboard files or multiple dashboard files in a zip format:

Offline Resources

Download the dashboard file

To download the dashboard file, follow these steps:

  1. Go to the Offline Resources page.

    Offline Page

  2. Click the download icon to download the corresponding dashboard.

    Download Icon

    You can download multiple dashboards by selecting their checkboxes, or select all dashboards on the page by clicking the Select All checkbox in the header.

    Select All

    Then, click the Download All button at the top of the page to download the selected dashboard files.

    Download All Button

  3. When downloading individual dashboards, the dashboard file with the extension .bbix will be downloaded. If you download multiple dashboards, a zip file containing the individual .bbix files for the selected dashboards will be downloaded.

Check the status of the downloaded dashboards

You can check the status of the downloaded dashboards by clicking the Status column on the Offline Resources page. This will show the status of the download process for each dashboard. Also, make sure to refresh the page to see the latest status updates.

Download Status

If any dashboard fails to download, you can view the reason for the failure by clicking on the Know More option in the dialog.

Download Failure Status

NOTE: If you come across a download failure error message associated with the download permission, it means that you do not have the required permission to download it. Please refer to the download permission section to understand how to grant the download permission.

Download Permissions

By default, a user can only download their own dashboards. However, an administrator or a user with permission to delegate other permissions can grant download permission to other users for all dashboards, dashboards in a category, or specific dashboards. After the permission is granted, the user(s) will be able to download the dashboards from the tenants in Bold BI.

You can grant download permission to users in two ways: either from the Dashboards Listing page or from the Users and Groups Manage Permission page.

Granting download permission from the dashboard listing page

  1. Click the Share Permissions option in the Dashboards grid context menu.

    Share Permission

  2. Select the download permission access and search for the users or groups in the search box, then click the Share button to provide the download permission for that dashboard.

    Add Permission

NOTE: Only the user who created the dashboard and the Administrator can share the dashboard with other Bold BI users.

Granting download permission from the users or groups manage permission page

  1. Go to the Users page and click on Actions in the user management grid context menu. Then, select the Manage Permissions option.

    Users Page

  2. Click on the Add Permission button and select All Dashboards, Specific Dashboards, or Dashboards in the Category entity you want to grant the download permission for.

    Add Permission Button

  3. Select the Download access mode and click the Add button to grant the user download permission.

    Add Permission

As previously outlined, the steps for granting download permissions to a user can be followed for a group as well. Navigate to the group listing page, select Manage Permissions for the desired group, and add the download permission.

Limitations of OAuth Data Sources

  • Dashboards created with data sources that have OAuth cannot be uploaded successfully at this time. The following is a list of data sources with OAuth that cannot be uploaded.

    1.Asana
    2.AzureDevOps
    3.Bitly
    4.Box
    5.Buffer
    6.DecisionLens
    7.Dropbox
    8.Facebook
    9.FacebookAds
    10.Fitbit
    11.FreshBooks
    12.Gmail
    13.GoogleAds
    14.GoogleAdsense
    15.GoogleAnalytics
    16.GoogleCalendar
    17.GoogleDrive
    18.GoogleSearchConsole
    19.GoogleSheets
    20.GoHighLevel
    21.Keap
    22.Instagram
    23.LinkedIn
    24.MicrosoftDynamicsSales
    25.MicrosoftDynamicsSales
    26.MicrosoftDynamicsService
    27.MicrosoftOneDrive
    28.MicrosoftOutlookCalendar
    29.MicrosoftSharePoint
    30.Podio
    31.QuickBooks
    32.QuickBooksPayments
    33.Salesforce
    34.SalesforceReports
    35.Slack
    36.Smartsheet
    37.Todoist
    38.Wistia
    39.WordPress
    40.Xero
    41.Xero Workflow Max
    42.Youtube
    43.Zoho Books
    44.ZohoCRM
    45.ZohoInvoice

Limitations of Google BigQuery

  • Access Token Validation for Dashboard Upload in Google BigQuery

    • When uploading a dashboard to Google BigQuery, validating the access token’s active status is important before uploading. You can successfully upload the dashboard by ensuring the access token is active.

    • Regularly monitor the access token’s validity and generate new tokens to maintain a smooth uploading experience.

  • Authorization Requirement for Uploading Google BigQuery Dashboard to Other Sites

    • When uploading a Google BigQuery dashboard to other sites, it is essential to ensure that the respective sites have authorized access to the Google BigQuery data source.

    • This authorization process guarantees secure and authorized sharing of data between Google BigQuery and external sites.

Limitations of Changing SQL Data Sources Mode During Dashboard Upload

  • During the process of uploading a dashboard, attempting to change the mode of an SQL data source (e.g., from live to extract or extract to live) in the configuration editor will result in an exception.

  • This exception prevents the successful upload of the dashboard. It is crucial to exercise caution when modifying the data source mode during the upload process to avoid encountering this limitation.

Inability to Upload Dashboard in SQLite Extract Mode

  • Currently, the download and upload feature does not support the SQLite data source in extract mode. However, you can successfully upload the dashboard using the live mode for SQLite.