Bold BI as Self-Service Business Intelligence

Bold BI as Self Service Business Intelligence

What is self-service business intelligence?

Self-service business intelligence (BI) is the concept of business users accessing and working with data-filtering, sorting, and visualizing information-without the support of IT teams or data analysts.

What are the benefits of self-service BI?

Business users can create timely dashboards to improve decision making instead of waiting weeks for IT or data analyst teams to complete the work, thus reducing the workload of those teams. Using self-service BI, business users can answer questions on their own and make faster, better decisions.

Is Bold BI a self-service BI software?

Yes, Bold BI is a self-service BI software that lets any user (business or power) create a simple and intuitive dashboard in a few minutes while helping to prepare, preview and embedded data analytics.

What are the benefits of Bold BI as self-service BI?

Acuvate, an AI services, has on its website a useful article that describes the benefits comprising self-service BI: “The 5 Major Benefits of Self-service BI.” Here’s how Bold BI relates to those benefits:

  1. With Bold BI, you can easily connect to heterogeneous data sources with built-in support for more than 90 data sources.
  2. There’s no coding or deep SQL knowledge needed to create dashboards.
  3. You can create your own dashboard without calling upon anyone else.
  4. With more than 30 widgets to choose from, you’ll gain immediate insight and make better decisions.
  5. Bold BI Embedded provides powerful customization features that make it easy to embed BI and analytics in your own applications.

How is Bold BI a self-service BI?

Let’s review four major categories, loosely based on a video produced by LeapFrogBI titled “What Is Self-Service Business Intelligence?”, that comprise self-service BI.

  1. Connecting to a data source.
  2. Transforming data.
  3. Visualizing data.
  4. Embedding dashboards.

Use these categories as your guide whenever assessing whether BI software is truly self-service. I’ll now explain how Bold BI addresses each of them.

Connecting to a data source

Bold BI supports more than 90 data source connectors, including data connection support for files, NoSQL databases, SQL databases, cloud applications with REST APIs, and cloud file-sharing services.

As an example, let’s connect to Microsoft SQL Server.

Select Microsoft SQL Server in Bold BI
Select Microsoft SQL Server in Bold BI

Enter the server details and credentials, and then choose the database to connect to.

Configuring Microsoft SQL Server Connection
Configuring Microsoft SQL Server Connection


Once you’ve connected to the Microsoft SQL Server data source, automatically a predefined list of tables and views will be displayed. Drag the required tables or views to the canvas.

Dragging a Table onto the Canvas
Dragging a Table onto the Canvas


Default data types are automatically assigned for the table schema based on the columns.

Data Types
Data Types

You can also transform your data into other data types-such as dates, numbers, and strings-without affecting your actual data.

Data-Type Conversion
Data-Type Conversion

You can also join more than one table by dragging and dropping tables into the canvas. Tables will automatically merge using default options. If needed, you can change the default option in the Query Joiner dialog.

Configuring Table Joins
Configuring Table Joins
Joining Tables
Joining Tables

Transforming data

Bold BI bundles more than 60 expressions and filters for effective data transformation.

Expressions
Expressions
Filters
Filters

Now that you have completed the data transformation part, let’s move on to data visualization.

Visualizing data

Bold BI focuses on interactive data visualization for better decision making. All our widgets, more than 30 to count, are tailor-made to enable better understanding of your data and give you greater insight. The widgets include powerful visuals like a pivot gridKPI card, combo chart, and heat map.

Drag and drop a widget into the canvas, and then assign it values by clicking on the settings icon.

Dragging Widgets onto the Canvas
Dragging Widgets onto the Canvas

While assigning values to the widget, you can see that numeric types are listed as measures. Strings, dates, and other types are listed in the Dimensions box.

Configuring Widgets
Configuring Widgets

You can group, sort, and filter the top values in the dimension fields.

Configure Dimension Fields
Configure Dimension Fields


You can summarize in the measure fields.

Configure Measure Fields
Configure Measure Fields


After configuring the widget, you can visualize the data. In this example, we calculated the number of orders based on year.

Data Visualization
Data Visualization


By using the drill-down option, we grouped calculated orders for different countries by year.

Hierarchical Visualization
Hierarchical Visualization

Embedded insights

Bold BI can be integrated into your application seamlessly. Hence, you can have control over the entire experience and view your app and analytics together.

Bold BI is a self-service BI application, evidenced by the fact that any user can create a dashboard within a few minutes. It comes with a package of useful features that will satisfy anyone who chooses it for their analytics and dashboarding needs.

You do not have to burden your development or IT teams with dashboard-related requests. Any team member with a browser can securely access data sources and build a dashboard using our powerful drag-and-drop designer. They can also schedule automatic updates, export dashboards, and share them with stakeholders.

If you have any questions, please post them in the comments section of this article. You can also contact us by submitting your questions through the Bold BI website, or, if you already have an account, you can log in.

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