After you log in to your account on boldbi.com, click the “New Dashboard” button and select the “Blank Dashboard” option. A pop-up box will prompt you to configure a data source.
I have an Excel file titled “World Population Data of the year 2020” on my local machine. I can add this file as a new data source by clicking the “Data Sources” icon.
Now, I am going to click “CREATE NEW” to launch a new connection from the connection panel. In the connection panel, I am going to select the “Excel” data source to add my Excel file to Bold BI.
Then, I have to upload my file by using the “Browse” button and clicking “Preview & Connect.” It will navigate to the Data Preview dialog.
After clicking “Connect,” the data design view page will open as in the image below.
Now, I am going to drop the table in the table canvas and save the data source by clicking the “Save” button.