In this busy world, as monitoring dashboards on the go is now expected, designing them online, too, becomes equally important. With the release of the Bold BI, this becomes possible. Bold BI is a cloud-based software-as-a-service offering that allows you to register a site with an auto-deployed dashboard server and new dashboard designer and easily create, analyze, and share dashboards, giving new insights to your business needs. You can create meaningful visualizations, add key performance indicators (KPI), and do comparisons to visualize how your business is progressing. This blog walks you through the features available in the Bold BI solution to create dashboards online.
Connect your data
Your data can be in different places, such as spreadsheets, local databases, and web URLs. The built-in dashboard designer provides connectors to various data sources, including files, databases, and REST API-based web data sources.
The application has an internal data storage that allows you to cache your data from NoSQL databases, like files and web connections, for advanced data transformations and processing. The storage size may vary based on your subscription plan. You can also configure periodic data refreshes and update the data in your data storage.
The SQL databases, on the other hand, work in a direct query mode.
Transform the data
Transform your source data into ready-to-visualize content with a wide range of transformation tools. The data designer allows you to select data interactively by simply dragging the required tables to the design area. Alternatively, you can use the query view and prepare the data from your custom query.
The advanced join editor allows you to join multiple tables in the data source and establish a relationship among them. The columns can be further shaped by modifying the names and data types.
Create your own calculated fields with a rich set of built- in functions and formulas. This expression column will act as a calculated measure that can be configured to a widget like other normal numeric columns as a quantitative measure.
Data filters allow you to restrict or filter out records based on one or more conditions. You can select records from a certain time period by specifying the start and end dates.
Visualize your data
The dashboard designer offers an easy-to-use drag-and-drop interface for composing your visuals and dashboard. A wide range of widgets, from simple line and bar charts to customizable grid and maps, allows you to bring the data to life.
Drag and drop the visualizations that suit your data and create your own dashboard layout with the snap-to-grid design canvas. Configure the visualizations by just dragging the required fields. The rich customization options allow you to modify the properties of the widget from the title to the color palette.
The designer also supports filter widgets such as combo box, range slider, and date picker that help you filter and visualize a subset of your data.
Display the data in your desired format, customize the numbers and currency types.
Advanced sorting options allow you to sort the data based on values, conditions, or in alphabetical order. You can also filter the data to show a subset based on conditions or a display based on ranks.
Share and collaborate with dashboards
The dashboard application provides administrative tools to manage users and groups. You can add users manually or import them from .csv files, databases, or your active directory.
The application allows you to share data sources with other users in the site and lets them create their own visualizations and dashboards online. You can also share composed dashboards with your colleagues to enable easy collaboration and faster decision-making. Dashboards can be shared in many ways. You can either share the static URL of the dashboard or share a specific view by applying filters to the dashboard.
You can also initiate discussions through the rich commenting system available. Add a set of recipients to be notified when comments are added over key metrics. Keep them on the same page and discuss the progress toward your goals.
Configure schedules for dashboards
Stay up-to-date on your most important dashboards by creating schedules for sending snapshots of the dashboards to yourself and your colleagues through email. You can also attach the dashboard in PDF, image, or Microsoft Excel formats, and configure how often you want to receive the emails: from once an hour to once a year.
Access from anywhere
Bold BI dashboards provide seamless access to your up-to-date business data from a desktop or while on the go with the Bold BI Dashboard Mobile App.
The stacked list of widgets in mobile devices lets you view the data better. The widgets are optimized for using touch devices to explore the data through drill-down, filtering, and scrolling operations.
We hope this blog article gives you a good overview of our new Bold BI solution and its features to make great dashboards online. If you have any questions on this blog, please feel free to post them in the following comment section. To get started with Bold BI, please request a free 30-minute demo with our experts to discuss creating dashboards and any other features you would like to learn more about. 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 to submit your support question.