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  4. Getting Started with Card Widget

Getting Started with Card Widget

After you log in to your account on app.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.

new dashboard tile for creating a dashboard file

 

 

 

 

 

 

 

 

 

Bold BI has a great variety of sample data sources to choose from, and for this dashboard, I am selecting our “Card—Product Sales” data source.

notification to configure a data source for creating new dashboard window

 

 

 

 

 

 

 

 

 

Simply select the data source you would like to use and click “Add.”

option to select Card—Product Sales data source from the sample data sources

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