Start Learning Bold BI with Self-Help Demos
Bold BI's self-help demo library has 49 short video tutorials of 1 to 7 minutes each. They show how to build dashboards, connect data sources, use AI features, manage Dashboard Server and embed dashboards. Filter by persona, skill level or topic, or search all demos. For written steps, see the Bold BI documentation.
Getting Started
9 demos
05:25How to Create Your First Dashboard
06:58Integration with Data Sources and Implementing Advanced Features
03:06How to Manage Pinboards
03:14How to Manage a Multi-Tabbed Dashboard
03:05Dashboard Management: Move, Share, & Delete
04:08How to Manage Favorites and Unlist Dashboards
02:41How to Get a Dashboard Link and Maximize Widget View
03:26How to Share Error Logs, Console Logs, and a HAR file
04:10How to View the Widget Data in a Dashboard
Bold BI Self-Help Demos FAQ
What are Bold BI self-help demos?
Short video tutorials that show how to build dashboards, connect data sources (including with Bold Data Hub), use AI features, manage Dashboard Server and embed dashboards. One demo covers white-labeling Dashboard Server.
How do I find the right demo?
Filter by persona, skill level (Beginner, Intermediate, Advanced) or topic, or search all demo titles.
Which demos cover AI features?
The AI & Insights persona covers the AI Agent, AI Copilot, Widget Insights and Dashboard Summary.
Which demos cover embedding?
The Embedding persona covers REST API tasks and ASP.NET Core. Bold BI has 2 embedding methods: iFrame embedding and the JavaScript SDK.
What are the limitations of the demos?
Each demo is one short video on one task, so it does not replace the documentation for full settings and options.
Where can I find written steps?
In the Bold BI documentation. Resources also include Videos, Academy and Webinars.