In Bold BI, it’s 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:
To download the dashboard(s) from site(s), follow these steps:
Actions in the dashboard grid context menu, and then select the
Download option to download the corresponding dashboard.
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.
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.
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.
Include sensitive informationincludes 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.
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:
To download the dashboard file, follow these steps:
Go to the Offline Resources page.
Click the download icon to download the corresponding dashboard.
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.
Then, click the
Download All button at the top of the page to download the selected dashboard files.
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.
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.
If any dashboard fails to download, you can view the reason for the failure by clicking on the
Know More option in the dialog.
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.
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.
Share Permissions option in the Dashboards grid context menu.
Select the download permission access and search for the users or groups in the search box and click the
Share button to provide the download permission for that dashboard.
NOTE: Only the user who created the dashboard and the Administrator can share the dashboard with other Bold BI users.
Go to the
Users page and click on
Actions in the user management grid context menu. Then, select the
Manage Permissions option.
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.
Download access mode and click the
Add button to grant the user download permission.
As we previously outlined the steps for granting download permissions to a user, you can follow a similar process for a group. Navigate to the group listing page, select
Manage Permissions for the desired group, and add the download permission.
As of now, dashboards that are created with data sources that have OAuth cannot be uploaded successfully. Below is the 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
When uploading a dashboard to Google BigQuery, it is important to validate the access token’s active status before proceeding with the upload. By ensuring that the access token is active, you can successfully upload the dashboard.
Remember to regularly monitor the access token’s validity and generate new tokens as needed to maintain a smooth uploading experience.
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.
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.