17.2.16
Released on November 10, 2026
What’s New
AI
Custom Prompting Support for Individual Widgets
- #844543 – Bold BI now supports custom prompts for individual widgets, allowing users to tailor AI-generated summaries based on the specific context and requirements of each widget. This enhancement provides greater control over AI insights, improves the relevance of generated summaries, and enables more personalized analytical experiences across dashboards.
Server
Tag Management and Filtering for Dashboards and Data Sources
- #806350 – Bold BI now supports tag management for dashboards and data sources through both the user interface and APIs. Users can create, manage, retrieve, and remove tags, view tag information directly in listing pages, and filter dashboards and data sources using tags. Full Server Embedding also supports tag-based filtering through direct tag assignments and attribute-based mappings, enabling dynamic content visibility based on user, group, and site attributes.
Column Customization for Data Source Listings
- #852705 – Bold BI now provides a Choose Columns option on the Data Sources page, allowing users to show or hide columns based on their preferences. This enhancement helps users create a more focused and organized listing view while improving data source management.
Role-Based Visibility for Custom UI
- #882983 – Administrators can now control the visibility of menus and actions for Admin and Non-Admin users by specifying roles in the ApplyToRoles setting. This enhancement enables more flexible user experiences while maintaining centralized control over available functionality. Existing visibility behavior remains unchanged when no roles are configured.
API Support for Retrieving User API Key Details
- Bold BI now provides an API to retrieve a user’s own API key details. This enhancement simplifies API key management and lets users access their API key information programmatically.
Designer
Dynamic Field and Date Range Selection in View Mode
- #863823 – Bold BI now supports Dynamic Field Selection and Dynamic Date Range Selection with Offset in View Mode. This enhancement enables users to interactively switch fields and adjust date ranges relative to current periods, providing greater flexibility when exploring and analyzing dashboard data.
PowerPoint Export with Templates
- #877103 – Bold BI now supports exporting dashboards and widgets to PowerPoint using predefined presentation templates. This enhancement enables organizations to maintain consistent branding and presentation layouts while streamlining dashboard sharing and business reporting workflows.
Data Hub
Export and Import Data Pipelines Across Environments
- #827832, #816525 – Bold Data Hub now supports exporting and importing data pipelines across different environments, simplifying pipeline migration and deployment. This enhancement enables users to transfer pipeline configurations between development, testing, and production environments without manually recreating them. It reduces configuration effort, streamlines deployment processes, and ensures consistency across environments.
Custom Attributes for Connection Credential Management
- #811489, #853535 – Bold Data Hub now supports custom attributes at the connection level, enabling users to centrally manage and reuse credentials across multiple data source connections. This enhancement simplifies credential management by eliminating the need to repeatedly enter sensitive information for individual connections. It improves maintainability, streamlines connection configuration, and provides a more efficient way to manage data source credentials.
Data Sources
Native Expression Support for XIRR and IRR Functions
- #880157 – Bold BI now supports XIRR and IRR functions within the Expression Engine, enabling users to perform internal rate of return calculations directly in dashboard expressions. This enhancement simplifies financial and investment analysis by providing built-in support for return calculations without requiring custom implementations.
Support for the PREVIOUSPERIOD Expression
- #876627 – Bold BI now supports the PREVIOUSPERIOD expression in PostgreSQL and SQL Server connectors. This enhancement enables users to perform previous-period calculations directly at the data source level, making it easier to build period-over-period comparisons and trend analysis reports. With built-in support for PREVIOUSPERIOD, users can create more powerful analytical dashboards using simplified expressions and improved query performance.
Improvements
AI
- #811311 – Enhanced the AI Assistant to support dashboard parameters, enabling users to generate AI-powered insights and responses based on parameter-driven dashboard data.
- #871383 – Enhanced the AI Agent to support multi-tab dashboards, allowing users to interact with and analyze data across multiple dashboard tabs for more comprehensive, context-aware insights.
Embedding
- #857536 Dashboard Comments in SDK-Based Embedding – Added support for dashboard comments in SDK-based embedding.
- #881732 Loading Screen Logo Customization in SDK-Based Embedding – Added support for customizing the loading screen logo in SDK-based embedding.
Server
- #880057 Hide Profile and Sub-Menu Items for Non-Admin Users – Added configuration settings to hide profile and sub-menu items for non-admin users.
- #852746 Improved Data Source Context Menu Positioning – Improved the Data Sources context menu positioning across different screen resolutions. Users can now access menu options without scrolling the page or grid, while the context menu provides its own scrolling only when required.
- #876839 Improved User Profile Duplicate Validation – Previously, updating a profile with an email address that matched another user’s username could result in a generic error. Validation has been improved to check username and email address values across both fields, ensuring that duplicate usernames, duplicate email addresses, and cross-field conflicts are detected and displayed with appropriate field-specific validation messages.
Designer
- #877123 Vertical Alignment Support in Grid Widget Design Settings – Added vertical alignment options in Grid widget design settings, enabling better control over content presentation and layout consistency.
- #872916 Thousand Crore and Lakh Crore Number Representation – Added support for Thousand Crore and Lakh Crore number formats in Auto Measure Formatting mode, improving readability for large numeric values.
- #879695 Dashboard-Level Tab Support for Widget Linking in Pivot Grid – Added support for navigating to specific tabs in a target dashboard through Pivot Grid widget linking, enabling seamless access to relevant dashboard content.
- #855173 API for Classic to Modern Widget Migration – Added API support for migrating Classic widgets to Modern widgets in On-Premises environments.
- #868149 Enhanced Dashboard PDF Export – Improved PDF export for standard paper sizes and added a fit-to-page option to export the entire dashboard on a single page.
- #867480 Grid Height Options – Added Fixed Height and Fit to Content options for Classic and Modern Grid widgets, reducing unnecessary blank space and improving dashboard presentation.
- #855725 Dynamic Color Field Mapping for Charts – Added support for dynamic color field mapping in Classic and Modern charts, enabling chart colors to be driven by data source values such as HEX codes, RGB values, or supported color names.
- #863278 Page-Wise PDF Export for Charts – Added page-wise PDF export support for Bar, Column, Stacked Bar, and Stacked Column charts without Row bindings.
- #858735 Data Source-Level Measure Formatting – Added support for defining measure formatting at the data source level, ensuring consistent number formatting across widgets and dashboards.
- #871146 Security Improvements – Upgraded PuppeteerSharp to v25.15.0 and the corresponding Chrome version to address reported security vulnerabilities.
- #877122 Dashboard-Level Date Format Settings – Added a dashboard-level date format setting that enables consistent date display across supported widgets throughout the dashboard.
- #868582 Consistent Dialog Button Alignment – Standardized dialog button placement across the application by aligning action buttons to the right and cancel buttons to the left, improving usability and consistency.
- #872393 Configurable Data Label Rotation – Added support for rotating data labels in Pie and Doughnut charts, improving label readability and presentation flexibility.
- #867476 Category-Based Chart Paging – Added category-based paging support for Classic and Modern Chart widgets, ensuring complete category visualization while improving navigation through large datasets.
- #871386 Mobile Layout Improvements for Tab and Combine Widgets – Improved mobile responsiveness by automatically stacking widgets vertically within Tab and Combine widgets.
- Dashboard Loading Performance Improvements – Optimized dashboard and widget JavaScript and CSS resources to improve dashboard loading performance and responsiveness.
Data Hub
- #881634 Enhanced Incremental Refresh in MSSQL with Update and Delete Support Using SQL Server Change Tracking – Bold Data Hub now supports tracking updated and deleted records for MSSQL connector during incremental refresh using SQL Server Change Tracking. Previously, incremental refresh processed only newly added records. With this enhancement, changes to existing records, including updates and deletions, are now identified and synchronized efficiently without requiring a full data reload. This improves data accuracy, reduces processing overhead, and ensures that synchronized datasets remain consistent with the source data.
- #776506 Added Support for Viewing and Modifying Column Data Types in the Destination Tab – Bold Data Hub now supports viewing and modifying column data types directly from the Destination tab, providing greater flexibility and control over destination schema configuration. This enhancement enables users to review and adjust column data types before loading data into the destination, ensuring compatibility with the target database. It simplifies schema management, reduces data type mismatches, and improves the overall data pipeline configuration experience.
- #750973 Added Support for Primary Key-Based Incremental Refresh in SQL Server Connector – Bold Data Hub now supports primary key-based incremental refresh for the SQL Server connector, enabling efficient data synchronization by identifying and processing newly added records based on the primary key column. This enhancement eliminates the need for full data reloads during subsequent refreshes, reduces data processing time and database workload, and improves synchronization performance, particularly for large datasets.
- Added Support for OAuth-Based Authentication in Salesforce Connector – The Salesforce connector now supports OAuth-based authentication, enabling users to securely connect to Salesforce without directly providing their account credentials. This enhancement simplifies the authentication process through a secure authorization flow, improves credential security, and streamlines connection configuration. It provides a more secure and convenient way to access Salesforce data in Bold BI.
- Added Support for Create, Update, and Delete APIs for Transform Tables – Bold Data Hub now supports Create, Update, and Delete APIs for transform tables, enabling users to programmatically manage transform table configurations. This enhancement simplifies the creation, modification, and removal of transform tables through API integration, reduces manual configuration effort, and improves flexibility in managing data transformation workflows. It also enables easier automation and integration with external applications.
- Removed Beta Tag from Bold Data Hub – The Beta tag has been removed from Bold Data Hub, marking its transition from beta to general availability. This update reflects the product's maturity and readiness for broader adoption, providing users with a more stable and reliable data integration experience.
Data Sources
- #873298 Added Support for Automatically Detecting Database Table Relationships When Tables Are Dragged and Dropped onto the Query Canvas – Bold BI now automatically detects relationships between database tables when they are added to the Query Canvas. Relationships are identified using primary and foreign keys, or by matching column names with compatible data types. This reduces manual configuration and helps users build data models and queries more efficiently.
- #882090 Added Support for Auto-Load Related Tables and Multi-Table Selection in Data Relationships – Data relationship creation has been enhanced with support for Auto-Load Related Tables and Multi-Table Selection. Related tables can now be automatically loaded based on detected relationships, reducing manual effort during data modeling. Users can also select and add multiple tables at once, making the relationship configuration process faster and more efficient.
- #882091 Added Support to View Total Column Count Including Expression Columns on the Data Source Page – The Data Source page now displays the total column count, including expression columns, providing better visibility into the data source structure and simplifying data management.
- #873293 Added Alternative Role-Playing Dimension Support for Self-Service Analytics – Data relationships now support alternative role-playing dimensions, allowing a single dimension table to be reused across multiple business contexts. This simplifies data modeling and helps non-technical users build analytics more efficiently.
- #876314 – Supported the Bulk Column Display Name Update API – Implemented bulk column display name updates using the existing Data Source Column API with the new UpdateColumnDisplayName action type. Ensured that display name changes are propagated across dependent data sources and linked dashboards, including filters, parameters, expressions, and widget bindings.
- #873314 Added Support for Service Principal Authentication for the SQL Server Connector – The SQL Server connector now supports Service Principal Authentication, enabling secure and centralized access to SQL Server databases using Azure Active Directory service principals. This enhancement reduces dependency on individual user accounts, simplifies credential management, and supports automated authentication for enterprise environments. It helps organizations strengthen security while streamlining database connectivity and access management.
- #879633 Added Semantic Layer Support for the Snowflake Connector – Introduced Semantic Layer support for the Snowflake connector in Bold BI. This enhancement enables users to leverage Snowflake semantic models directly within Bold BI, ensuring consistent business metrics and governed analytics. It simplifies report development and helps organizations build trusted self-service dashboards with standardized data.
- #875424 Added Support for the NCHAR Expression in the String Category – The NCHAR expression is now available in the String category, enabling Unicode character generation within queries and calculated expressions. This enhancement makes it easier to work with special characters, symbols, and multilingual text. It also provides greater flexibility when creating calculated fields and processing string data.
- #554636 Improved Relationship-Aware Aggregation Planning for Measures Across Different Data Grains – Enhanced the aggregation-planning approach for queries containing multiple measures from related tables at different data grains. This improvement focuses on identifying compatible aggregations, resolving relationship paths, and handling separate aggregation branches to prevent row multiplication and incorrect results. It aims to ensure accurate calculations for functions such as SUM, COUNT, AVG, MIN, MAX, and DISTINCTCOUNT when working with multiple tables, relationships, filters, and grouping fields.
- #557599 Added Primary Key (PK) and Foreign Key (FK) Detection and Icon Visualization in the Data Model Designer for Live Connectors – The Bold BI Data Model Designer now supports Primary Key (PK) and Foreign Key (FK) detection for supported Live database connections. This enhancement displays appropriate icons beside the corresponding column names in both Join and Relationship modes, making it easier to identify key columns and understand table relationships. It also handles composite keys and columns with multiple key roles, improving schema visualization and simplifying relationship configuration.
IDP
- #869404 Enhanced UI Error Messages for License Validation Issues – Improved the error messages displayed when a license upload fails validation.
Bug Fixes
AI
- #826861 – Fixed an issue where stored procedures were not working in the AI Assistant.
Embedding
- #880041 – Fixed an issue where dashboard header titles were truncated in multi-tabbed dashboards embedded using SDK-based embedding.
Server
- #833771 – Fixed an issue where the dashboard page was duplicated when using the back button in Same Page Preview Mode.
- #872781 – Fixed an issue where copied dashboards could not be downloaded.
- #881203 – Fixed an issue where generic alerts were displayed instead of detailed error messages for dashboard export schedule failures in the Email Logs activity.
- #859836 – Fixed an issue where clicking a dashboard title opened the same dashboard in two tabs when browser pop-ups and redirects were enabled.
- #875528 – Fixed an issue where a REST API returned data from all tenant sites in a Shared DB deployment instead of restricting the response to the intended site.
- #876930 – Fixed an issue where users did not receive the expected dashboard permissions due to a group mapping failure during initial login with Keycloak SSO authentication.
- #881710 – Fixed a 500 Internal Server Error that occurred during logout after switching from Default Authentication to OpenID Connect.
- #872716 – Fixed an Internal Server Error that occurred when disabling OpenID Authentication through the REST API.
- #884046 – Fixed an issue where users were unable to scroll through the scope list for the "Dashboards in Category" and "Specific Category" entities in the Add Permission dialog.
- #863156 – Fixed an issue where scheduled dashboard export emails could fail for some recipients when the SMTP server enforced concurrent email sending limits during schedule processing with multiple recipients, resulting in incomplete email delivery.
Designer
- #875424 – Fixed an issue where data filtering, search, and pagination did not function correctly in the ComboBox widget.
- #879361, #882577 – Fixed an issue where the COUNTD and AVG functions did not work correctly within Pivot Grid expressions.
- #868603 – Fixed a spacing issue with time values in the Dashboard Parameter window.
- #856986 – Fixed an issue where the Metrics option was disabled after navigating to a linked dashboard through a Button widget URL.
- #874733 – Fixed an issue where custom legend names in chart widgets were not preserved when categories were temporarily unavailable in the data source and later became available again.
- #846180 – Fixed an issue where custom widgets failed to render when Content Security Policy (CSP), CORS policy, or X-Frame-Options were enabled.
- #880137 – Fixed an issue where manual sorting was lost after an auto-refresh.
- #881200 – Fixed an issue where filter configurations could not be saved for widgets nested inside a Tab widget within a Combine widget when the Tab header was hidden.
- #62415 – Resolved an issue where the URL from a dashboard persisted when switching between Dashboard and URL link modes.
- #882650 – Fixed an issue in Tab Mode dashboard linking where parent dashboard filters were not retained across all linked dashboards.
- #881200 – Fixed an issue where widgets could not be positioned correctly within a Tab widget nested inside a Combine widget.
- #837397 – Improved Pivot Grid scrolling behavior in published dashboards when used with Relative Date filters inside Tab widgets, ensuring a smoother user experience.
- #861078 – Improved tooltip rendering and alignment in Modern Chart widgets, ensuring long tooltip content is displayed correctly within the available widget area.
- #875678 – Resolved an issue in Grid widget Excel export where internal "ColorFormatted" notes were incorrectly included for conditionally formatted cells.
- #881243 – Resolved an issue where Combo Box filter widgets with Multi-Select enabled displayed "All" after applying a saved view, despite the correct filter value being restored and applied to the dashboard.
- #846847 – Resolved an issue in scheduled exports where the exported file name did not reflect the selected widget.
- #867928 – Resolved an issue where Modern Chart widgets experienced delayed rendering when animation was enabled.
- #875675 – Fixed an issue where dashboard parameter filters were not retained in the Excel export.
- #867475 – Fixed an issue where Bar Chart primary axis labels displayed duplicate values when decimal places were set to 0.
- #885709 – Fixed an issue where widgets displayed incorrect loading messages.
- #885709 – Fixed an issue where configured widgets incorrectly displayed a message during tab switching in the Tab widget.
- #885709 – Fixed an issue where widgets inside the Tab widget intermittently appeared blank when switching tabs rapidly.
- #872757 – Fixed an issue where Pivot Grid Excel exports included grand totals and subtotals even when they were disabled.
- #877883 – Fixed an issue where HTML tags appeared in Excel and CSV exports of Grid widgets containing HTML-formatted values.
- Fixed an issue where the Hide Link context menu option was displayed for Bubble and Scatter charts when no URL was configured.
- Resolved an issue where the Column Chooser dialog did not close when column reordering was initiated.
- Fixed an issue where the Column Chooser dialog in the EJ2 Grid widget remained open when another cell was selected.
- Fixed an issue where dropdown menus remained open when switching between menus.
- Fixed an issue where legend alignment settings remained visible even when the Show Legend option was disabled.
- Fixed an issue where Pivot Chart stripe lines remained visible when the Show Stripe Line option was disabled.
- Resolved an issue where the OK button in the EJ2 Grid Column Chooser remained visible even when all columns were unselected.
- Fixed an issue where Shape Kind loading continued indefinitely in Map.
- Fixed an issue where the Apply button closed the dialog without validation when no dashboard was selected.
- Resolved an issue with inconsistent font styles in the Refresh Settings dialog.
- Resolved an issue where the tooltip was missing when hovering over the Close icon in the Filter Configuration dialog.
- Addressed an issue where hovering over a container in a Tab widget within a Combine widget caused all nested widget action icons to display simultaneously.
- Fixed an issue where the date icon was not displayed in the Relative Date Filter date selection field.
- Fixed the issue in Parameter Mapping Configuration where the search text, clear icon, and cursor were not visible in dark mode.
- Resolved an issue where Modern Chart widgets could not be maximized after performing a drill-down operation.
- Fixed an issue where the Grid widget’s horizontal border line was truncated when paging was disabled.
- Fixed an issue where users were unable to exit the maximized view of the Heat Map widget.
- Fixed an alignment issue in the File Type dropdown of the Excel Export dialog.
- Fixed an issue where HTML sanitization was not applied to dashboard image and PDF exports when the EnableHTMLSanitizer option was enabled.
- Resolved an issue where the Target Widget search box displayed an incorrect pink highlight when text was selected.
- Fixed an issue where text alignment was incorrect in the search box of the Target Widget dropdown within the Parameter Configuration dialog.
- Fixed an issue where no message was displayed when searching for a non-existent property in Widget Properties.
- Resolved an issue where the Delete icon disappeared on hover in the Filter Configuration dialog.
- Fixed an issue in Modern Chart where axis titles were displayed in View Mode despite the Axis Title option being disabled.
- Fixed an issue in Modern Combo Box that caused inconsistent behavior in exported dashboard images.
- Fixed an issue where copied Combo Box widgets did not function as Master Widgets or appear in the Filter Panel.
- Fixed an issue where widgets in the initially selected tab failed to load in dashboards with older active-tab configurations.
Data Sources
- #883829 – Fixed an issue where the Data Source schema was not displayed after migrating a dashboard from QA to PROD.
- #879413 – Fixed an issue where dashboard expression configurations were lost from widgets after uploading a dashboard.
- #879771 – Fixed support for the PostgreSQL INTERVAL data type by treating it as a string data format in the Bold BI PostgreSQL Connector.
- #880017 – Fixed an issue where uppercase letters were displayed as lowercase in Pivot Grid widgets.
- #559105 – Fixed SQL query generation issues when applying Measure Filters to Window Summary expressions in Bold BI.
- #879387 – Fixed an issue where Ranking was not applied correctly as a filter.
- #866320 – Optimized Hybrid Data Cache query generation in Code View mode by using the DuckDB cached table name directly instead of a nested subquery.
- Fixed an issue in Google BigQuery where Median aggregation in Measure Filters caused data retrieval failures in Grid and Bar widgets.
- Fixed an issue in Google BigQuery where CHAR function validation failed when applied to numeric data type columns.
- Fixed an issue in Google BigQuery where threshold configuration did not work as expected.
- Fixed a Null Reference Exception that occurred during Databricks data source creation in Azure Linux environments.
- Fixed an issue where parameters were not retained for expression columns used in join conditions.
- Fixed an issue where the information icon tooltip appeared only on click and not on hover.
- Fixed an issue in PostgreSQL Extract where Measure Filters did not work correctly with Median aggregation and Between/Not Between ranges.
- Fixed an issue where the same column appeared with different data types in Live and Custom modes.
- Fixed a UI issue where hover highlighting was not visible for time values in the Date/Time Picker on white backgrounds.
- Fixed a UI issue in the Excel data source Description textbox when uploading Excel files with lengthy file names.
- Added search and filter support in the Dashboard Parameters dialog.
- Added maximum length validation (255 characters) for Dashboard Parameter names.
- Fixed an issue where the close icon was not displayed in the Query Joiner search bar.
- Fixed an issue where refresh operations failed after changing a data source name in another site.
- Fixed an issue where SQL Data Preview remained available after enabling Data Relationships from a table preview state.
- Fixed an issue where Expression Columns could not be used in the Hidden Columns section of the Pivot Grid for linking.
- Fixed an issue that occurred when applying a data filter and deleting code view in an Oracle data source using the PostgreSQL IMDb database.
- Fixed tooltip issues in the EJ2 field dropdown and improved menu alignment and spacing.
Data Hub
- Fixed an issue where the Transform Table was not displayed when adding multiple files using the Extract Engine in other environments.
- Resolved an issue where the Asana connector displayed a successful schedule status despite data extraction failures caused by invalid credentials.
- Fixed the issues in the Create-Pipeline API, including file system connector path validation for automation scenarios and Oracle errors during pipeline creation.
- Fixed an issue where the Data Hub Extract Engine was not working for Salesforce.
- Fixed an issue where Admin was not able to view all available pipelines in the Pipeline Listing page, while the Schedules page displayed schedules for those pipelines in cloud site.
IDP
- #880436 – Fixed an issue where users were not logged out correctly in JWT Authentication when the session expired due to inactivity.
- #874133 – Fixed an issue where the username identity was missing after signing out and signing in again through the UMS page.
- #876276 – Fixed an issue where the Save button remained disabled after changing the Enable Encryption toggle in JWT Authentication settings.
- #850300 – Fixed an issue where the tenant database was not deleted during site deletion.
Important Notes
Embedding
- Embedding applications must use the updated Embed SDK version: https://cdn.boldbi.com/embedded-sdk/v17.2.16/boldbi-embed.js.