Bold BI Enterprise and Embedded – July 2020 Release

Bold BI Enterprise and Embedded - July 2020 Release

Today we are very excited to announce our latest product update, Bold BI Enterprise and Embedded v3.3, which brings more impressive features, enhancements, and improvements. These major changes provide you a great experience in creating elegant dashboards with Bold BI. We’ll look at each of them in this post.

To get the latest version of Bold BI, you can download it from your account page. If you are new to Bold BI, try an Enterprise edition trial download or Embedded edition trial download.

Features summary

Data source enhancements

New data connectors

We added support for more file-format, SQL, and Web API data sources including: EDI file format, SQLite, Influx DB, CData with MySQL endpoints, SAP HANA through ODBC, LinkedIn, Zoho Invoice, Zendesk CRM, Commvault, Xero, and Lessonly.

New Data Connectors in Bold BI
New File Format and SQL Data Connectors in Bold BI
New Web API Data Connectors in Bold BI
New Web API Data Connectors in Bold BI

Toggle option

We have added toggle option support to enable or disable auto update for the data preview.

Toggle Option in Data Preview
Toggle Option in Data Preview

Enum data type support for MySQL

We have provided support for the enum data type to the MySQL data source.

Enum Datatype Support in MYSQL Data Source
Enum Datatype Support in MYSQL Data Source

Extract mode support for Snowflake connector

We have added extract mode support for the Snowflake data source.

Extract Mode Support in Snowflake Data Source
Extract Mode Support in Snowflake Data Source

Listing drivers on ODBC

List driver options in the ODBC data source.

Listing Drivers in ODBC Data Source
Listing Drivers in ODBC Data Source

Expression support in code view

We have enabled expression dialog support in code view for adding expression columns, calculated measures that can be configured to widgets as quantitative measures.

Expression Support in Code View
Expression Support in Code View

SSAS-supported expressions

We have added support for eight aggregation, four conditional, three logical, four date, and six string expressions in the SSAS data source: CHAR, LEFT, LEN, LTRIM, RTRIM, RIGHT, NOW, DATEADD, DATEPART, DAY, DATESUB, HOUR, DAY, MINUTE, MONTH, TODAY, YEAR, AND, OR, NOT, IF, IFNULL, ISNOTNULL, ISNULL, AVG, COUNT, COUNTD, MAX, MIN, STDEV, SUM, VAR.

SSAS-Supported Expressions Listed in Expression Designer
SSAS-Supported Expressions Listed in Expression Designer

SQL-supported expressions

We have added support for four numbers, one conditional, five date, and two string expressions in SQL data sources: Ceil, Coalesce, Cot, Current Month, Current Year, Floor, Mod, Replace, Trim, Previous Month, Previous Year, Yesterday.

SQL-Supported Expressions Listed in Expression Designer
SQL-Supported Expressions Listed in Expression Designer

Connect Azure SSAS with existing Microsoft SSAS

You can now connect Azure SSAS with the existing Microsoft SSAS connector.

Connecting Azure SSAS with Existing Microsoft SSAS
Connecting Azure SSAS with Existing Microsoft SSAS

Iterative mode support in dashboard parameters

In the dashboard parameters feature, iterate all sub-APIs when using a Web API data source in extract mode.

Web API Extract Mode to Iterate All Sub-APIs
Web API Extract Mode to Iterate All Sub-APIs

Select and deselect all fields support in data source designer

In the data source designer, we have provided support to select or deselect all fields for the columns available inside the data table.

 Select All/Deselect All While Configuring Data Sources

Select All/Deselect All While Configuring Data Sources

Code view in live mode

We have added a code view option in live mode connections.

Code View for Live Mode Connection
Code View for Live Mode Connection

Designer enhancements

New Combine Widget

The combine widget allows you to add multiple widgets in one container for creating dashboards.

Export: Widgets inside combine widgets can also be exported into image, PDF, CSV, and Excel formats.

Pin combine widget: Pin the combine widget by using the pin icon in the container. The pinned widget will be available in pin boards.

Combine Widget
Combine Widget

Combine data sources

You can merge data sources, which allows you to create a new data source from existing extracted data sources and merge your data to combine two or more tables by appending values (rows) from one table to another.

Merge Data Source in Data Source Designer
Merge Data Source in Data Source Designer

Advanced dashboard URL linking support

We have added support for dashboard URL linking to navigate any external or internal links from the widgets. You can configure the target location to open the link using the options New Tab, Same Page, Current Frame, Parent Frame, Pop Up, and New Window.

Advanced Dashboard URL Linking Support
Advanced Dashboard URL Linking Support

New Tab: Configured link will open in new tab.

Same Page: Configured link will open in the same page.

Current Frame: If the link is configured in iframe, the link will open in the same frame.

Parent Frame: Configured link will open in the parent iframe.

Pop up: Configured URL will open within a new pop-up.

New Window: Option to open the URL in a separate new window.

User filter improvements with group name support

We have provided group name support for user-based filtering with row-level security. You can set auto mapping for groups based on the user email or full name in the server.

User Filter Improvements with Group Name Support
User Filter Improvements with Group Name Support

Widgets enhancements

Logarithmic axis

Use a logarithmic axis in charts and combo charts for both the primary and secondary axis.

Logarithmic Axis
Logarithmic Axis

Legend title

Add titles to the chart legend items.

Legend Title
Legend Title

Combo box filter widget

We have included an All option in the combo box filter widget.

Combo Box Filter Widget
Combo Box Filter Widget

Vertical Text Alignment

Use vertical text alignment in the RTE widget.

Vertical Text Alignment
Vertical Text Alignment

Server enhancements

Publish dashboard to other sites

Publish a dashboard from one server to other sites.

Publish Dashboard to Other Sites
Publish Dashboard to Other Sites

Isolation code

The isolation feature is row-level security for the site level that applies to all dashboards in the site. You can set the filter value in a specific column of the data source to filter data across tenants.

Isolation Code
Isolation Code

Custom attributes

A custom attribute, a data security feature, is a parameter that users can set from the server for filtering data across tenants. This will be used in the code view of the data source using the following syntax. A custom attribute can be defined in three levels:

  • User level attribute: This attribute can be set by the site admin for a user in the user management profile page. Syntax: /site/site1/administration/user-management/users/view?email=demo@boldbi.com&tab=attributes
  • Group level attribute: This attribute can be set by the site admin for a group in the group profile page. Syntax: /site/site1/administration/user-management/groups/view/1?tab=attributes
  • Site level attribute: This attribute can be set by the UMS admin for a site in the site details page.
Custom Attributes
Custom Attributes

Hosting Bold BI as website

You can host Bold BI as a website in another website in IIS.

Localization

We have added support for localization for both applications and data.

Localization
Localization

Data alerts

Receive data-driven alerts through email to keep track of data changes in your dashboard. You can also be notified whenever the data reaches a certain threshold value.

Data Alerts
Data Alerts

Embedded enhancements

Embedding multiple designer instances in same page

Bold BI Embedded edition allows multiple dashboards to be embedded into the same page using our JavaScript-component-based dashboard embedding. Also, we support widget mode embedding under the dashboard instance, so that you can embed widgets from the same or related dashboards on same page.

Embedding Multiple Designer Instances in Same Page
Embedding Multiple Designer Instances in Same Page

Designer embedding

We have provided support to embed the Dashboard Designer for ad hoc reports creation using the Bold BI Embed SDK.

Dashboard Designer Embedding
Dashboard Designer Embedding

 

Improvements summary

Data sources improvements

UI improvements

We have improved the Data connection wizard UI for these data sources:

  • SurveyMonkey
  • Amazon MWS
  • ClubReady
  • Facebook
  • Slack
  • Stripe
  • Shopify
  • Bitly
  • Facebook Ads

Increased file data source limit to 200 MB

We have increased the data source max file size to 200 MB for XML, CSV, Excel, and other file-format data sources.

CSV Data Source File Size Increment
CSV Data Source File Size Increment

Increased Web API max row limit to 1 million

We have increased the max row limit to 1 million for Web API data sources.

Web API Max Row Limit Increment
Web API Max Row Limit Increment

Designer improvements

Designer canvas improvements

We have provided support for more granular cells over the widget size in the Dashboard Designer, which helps users to create flexible dashboards.

Dashboard Designer Canvas with Granular Cells
Dashboard Designer Canvas with Granular Cells

Dashboard parameter improvements

Extract mode support

Users can now utilize parameters with an extract mode connection. In our previous releases, users could use parameters in live connections only.

Display and Value text support

The Display Field and Value Field for parameters allow the user control over the display field that needs to be listed in the parameter window.

Display and Value Text in Dashboard Parameters
Display and Value Text in Dashboard Parameters

First and last value support

We have added first and last value support for parameters. They will return only the first and last values from the list.

First and Last Value Support in Dashboard Parameters
First and Last Value Support in Dashboard Parameters

Date format support

Use date format in parameters, allowing the user to set the format for the date parameter without considering the current culture.

Date Format Support in Dashboard Parameters
Date Format Support in Dashboard Parameters

Widgets improvements

Grid widget improvements

Render the grid widget in HTML content.

Rendering HTML Content in Grid Widget
Rendering HTML Content in Grid Widget

Highlight alternative rows in the grid widget.

Highlight Alternate Rows in Grid Widget
Highlight Alternate Rows in Grid Widget

Align the columns and their headers in the grid widget.

Align Grid Columns and its Headers
Align Grid Columns and its Headers

Gauge improvements

Show or hide the actual and difference values in the gauge.

Show or hide the actual and difference values in the gauge.
Show or hide the actual and difference values in the gauge.

We have added support for a full circular gauge.

Support for Full Circular Gauge
Support for Full Circular Gauge

Map Improvements

Utilize multiple selection in the map widget.

Multi-selection in Map Improvements
Multi-selection in Map Improvements

Widget actions

We have improved widget interactives and made UX improvements for better usability. Also, you can use a context menu along with widget action in the Dashboard Designer.

For example: In the grid widget, you can see the URL linking and filtering options enabled in the context menu as in the following screenshot.

Context Menu Widget Action Enabled in Grid Widget
Context Menu Widget Action Enabled in Grid Widget

UX improvement for the dashboard and widgets

We have improved the UX for dashboards and widgets for fonts and colors.The dashboard elements have been improved for better visibility across different screen resolutions.

Embedded Improvements

We have added API token authentication for Embedded BI.

Bug fixes

  • Fixed issue in connecting to Azure SQL Server Analysis Service.
  • Fixed issue in saving Google BigQuery data source with public data sets in code view.
  • Fixed URL validation for Web API in live connection.

 

New sample dashboards in demo gallery

Sample dashboards for the agile and marketing departments, and the construction industry have been added for showcasing real-world KPIs covering different business areas.

Conclusion

We hope this post is helpful to you in learning about the new features and improvements in Bold BI Enterprise and Embedded v3.3. If you have any questions, please use the comments section available below or request a demo here. You can also contact us by submitting your questions on the Bold BI contact page or, if you already have an account, you can log in to submit your support question.

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