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  4. Getting Started with a Pivot Grid Widget

Getting Started with a Pivot Grid Widget

If you are a Bold BI Cloud user, log in to your cloud site account. If you are an Embedded BI user, open the Bold BI application installed on your server.

Click the “New Dashboard” button and select the “Blank Dashboard” option. A pop-up box will prompt you to configure a data source.

Bold BI has a great variety of sample data sources to choose from, and for this dashboard, I am selecting our “Pivot Grid-Orders” data source.

Create sample data source

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

Sample data for Pivot grid

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