Introduction

Enriching the presentation of your data is key to conveying information clearly. Rich text is one such tool for this purpose in a dashboard. In this blog, we’ll explore how to use rich text in dashboards to enhance your data presentation, ensuring your dashboards not only inform but also captivate your audience.

What is rich text?

Rich text is text that is modified with style and formatting customizations like bold, underline, and italics. Depending on the software behind it, rich text may also support text colors, different font sizes, hyperlinks, and code blocks.

What is a text widget?

A text widget is an interactive editor that allows you to create and display rich text formatted with tables, hyperlinks, code, and more. Text widgets in dashboards facilitate easy data entry and presentation.

Features of the text widget in Bold BI

Font formatting: You can format text with various font styles, sizes, colors, and alignments, including bold, italic, underline, strikethrough, superscript, and subscript.

Background customization: You can customize the text’s background with images or colors and modify the background’s transparency settings.

Toolbar modes: The Bold BI^® text widget’s toolbar can be displayed inline to reduce the amount of space it occupies or floating to display the entire toolbar.

Hyperlinks and tables: You can create and edit tables and insert hyperlinks while utilizing various customization options in the Bold BI text widget.

HTML editing: The Bold BI text widget lets users edit HTML markup and view the output.

How to configure a text widget in Bold BI

1. In the Dashboard Designer, drag and drop the Text widget from the visualization panel into the design canvas.
2. Click the Pencil button on the widget to access its editing functionality.
3. Type text and use the toolbar to format it, add tables, insert hyperlinks, and more.
4. Customize the widget’s appearance using the Properties panel on the right.
5. Click Preview to view the dashboard and determine whether further changes need to be made to the widget’s content or appearance.

The following GIF shows the configuration process.

Use cases of text widgets in dashboards

Customer service

The Customer Satisfaction Dashboard, shown in the following figure, uses text widgets to provide key takeaways from gauges charting the customer effort score and net promoter score, enabling users to quickly understand these metrics. This helps the customer support team effectively present their performance data in the dashboard.

Construction

The text widget within the Construction Project Monitoring Dashboard  displays , thereby facilitating efficient tracking and management. This functionality provides users with comprehensive project details for any selected category, aiding in meticulous project planning.

Education

The Student Profile Dashboard’s text widget displays students’ personal details, contact information, and select academic data in tables for convenient, quick access. Note that rich-text formatting is used to produce both tables and bold text, and the multitab functionality is built into the text widget.

Government

The text widget in the Crime and Safety Management Dashboard displays data pertaining to crime statistics, such as total population, reported crimes, solved crimes, and the unresolved crisis. This information gives government a high-level overview of crimes and their proportion to their constituent population.

To learn more about these dashboard texts, refer to our Bold BI dashboard examples.

Best practices for using rich text in dashboards

To maximize the impact of rich text in dashboards, consider these best practices:

• Clarity and brevity: Keep your text concise and to the point.
• Formatting: Use formatting options like bold, italics, and bullet points to highlight or emphasize key information. Don’t apply formatting just because you can.
• Consistency: Maintain a consistent style, including font type, size, and color, to ensure a cohesive look.
• Contextual information: Use rich text to provide context or explanations for the data displayed. This helps users understand the significance of the data.
• Placement: Position rich text strategically. Place it near the relevant data visualizations to provide immediate context without cluttering the dashboard.

Conclusion

Rich text in dashboards enriches the user experience by delivering carefully formatted and designed text that enhances data comprehension. Enhance your dashboards’ effectiveness by leveraging rich text and text widgets to present key insights clearly and engagingly. You can add text widgets to dashboards in Bold BI^® by following the configuration process outlined in this blog post. If you’re not a Bold BI user, start with a free trial. For more information, visit our website or contact our support team.

Introduction

In user interface design, the list box is an essential element for giving users a way to select items. It is an especially useful tool in dashboards. With it, dashboard designers can list multiple items in one place, preserving valuable screen space and simplifying user selections. In this blog, we will explore the list box, its configuration in Bold BI^®, best practices for using it, and a few use cases.

Understanding the list box visual

A list box is a graphical element that displays a list of items. It is often used to allow users to select or filter items and reflect that selection in other visualizations.

How to configure a list box visual in Bold BI

1. In the Dashboard Designer, drag and drop the List Box widget from the visualization panel to the design canvas.
2. Click the Settings icon on the widget. This will open the Properties panel.
3. In the Basic Settings group, select the Enable Multiselect option to allow the widget to be used for filter selection.
4. Assign data to the widget and customize it as needed.
5. Preview the widget and adjust its settings for clarity and visual appeal.

The following GIF shows the configuration process.

To learn more about the configuration process, read our documentation.

When to use a list box visual

• Selecting categorical data.
• Filtering a large dataset.
• Selecting multiple items simultaneously.
• Displaying items of similar data type.

When not to use a list box visual

• Presenting lengthy content.
• Providing limited options.
• Presenting complex or hierarchical data.
• Visualizing quantitative data.

Best practices for using a list box in dashboard

• Keep it simple: Use clear, concise content for the list box items so that users understand the options clearly.
• Enable multiselection: If the context requires it, allow users to select multiple items.
• Sorting: Arrange items logically—alphabetically, numerically, or by frequency or relevance.
• Default selection: Enable a default selection. This gives users a starting point for working with the widget.

Use cases for a list box in dashboard

Let’s take a look at how list boxes are used in several sample Bold BI dashboards.

Sales

The Sales Performance Dashboard’s list box facilitates efficient visualization of product categories across the other widgets in the dashboard. With it, sales teams can quickly select and analyze data. The list box lists the product categories that can be visualized in the other widgets. Any combination of categories can be selected simultaneously in the list box. The dashboard with all categories in the list box selected is shown in the following figure.

Surveys

The list box in our SurveyMonkey Survey Overview Dashboard lets surveyors choose which survey data to visualize in the dashboard. With it, they can quickly switch between data sets to analyze response rates for various surveys. The following figure shows the survey dashboard with all available surveys selected in the list box and the corresponding data visualized in the other widgets.

Property management

In our Property Management Dashboard, the list box allows property managers to easily select the properties whose data they want to visualize and inspect. The dashboard provides insights into gross income, net income, and tenant turnover rates, making it easier to monitor tenant satisfaction and overall income. The following figure shows the dashboard with just a few properties selected in the list box.

Education

In our Higher Education Enrollment and Retention Dashboard, the list box lets administrators choose fields of study whose data they want to analyze. The dashboard provides insights on admission rates, enrollment, and retention rates so that campus resources can be efficiently allocated. The following figure showcases the dashboard with just one field of study selected in the list box.

Conclusion

A list box in a dashboard gives users intuitive selection and filtering interfaces, encouraging data exploration and analysis. Explore the capabilities of list boxes in dashboards today with a free trial of Bold BI^®. For more information, visit our website or contact our support team.

Introduction

As organizations grapple with complex data challenges, their data analysts navigate a labyrinth of decisions. Faced with the choice to publish (online migration) or migrate (offline migration) their dashboards, analysts weigh the benefits and shortcomings of each. This article demystifies the decision-making process behind choosing to publish or migrate dashboards, outlining the strategic purposes behind each. Choosing the right one can streamline your organization’s analytical reporting to deliver critical insights to stakeholders.

Why publish or migrate a dashboard?

Accessibility and insight-sharing

Publishing a dashboard allows for broader accessibility to important data insights across an organization or with external stakeholders. This ensures that decision-makers, team members, and clients can easily access up-to-date information, facilitating a transparent and informed decision-making process. The shared insights help align teams toward common goals and objectives based on real-time data.

Data governance and security

When migrating and publishing dashboards, data governance and security measures can be more effectively applied and managed. By controlling who has access to what information, organizations can ensure that sensitive data is only accessible to authorized users. This is crucial for compliance with data protection regulations and for maintaining the integrity and confidentiality of the data.

Improved collaboration

Both published and migrated dashboards encourage collaboration within teams and departments. It enables users to work on the same set of data, share insights, and make collective, informed decisions. This collaborative environment can lead to more innovative solutions to business challenges and a more cohesive approach to reaching organizational goals.

Efficiency and time-savings

Migrating and publishing dashboards streamline the reporting and analysis process. Instead of manually compiling reports from various data sources, a dashboard provides a centralized platform for accessing and analyzing data. This saves significant time and resources, allowing employees to focus on more strategic tasks rather than on repetitive data compilation and reporting.

Performance monitoring and real-time updates

With published and migrated dashboards, organizations can monitor key performance indicators in real time. This immediate access to performance data allows for quick identification of trends, issues, and opportunities. Consequently, businesses can respond more swiftly and effectively to market changes, operational challenges, or customer needs, thus maintaining a competitive edge.

How to publish a dashboard in Bold BI

Bold BI^® makes it easy to publish your dashboards after designing them. Depending on where your target audience is, you can publish them internally to sites on the same Bold BI server, or externally to other Bold BI servers.

The following steps show how to publish a sample dashboard to different sites created in the same Bold BI server.

Publishing a dashboard internally

1. In the Dashboards list, click the three-dot action button for the dashboard you want to publish and then select Publish.

   

2. In the dialog that appears, select Internal Site and click Next.
   

   

3. Fill in the required details and then click Submit.

   

4. Navigate to the other site and view the dashboard.

   

To learn more about this process, refer to our documentation.

How to migrate a Bold BI dashboard to another tenant

Bold BI also supports dashboard migration, which allows you to transfer your dashboards from one tenant to another via online and offline migration. The offline migration relies on a BBIX file that you download and upload from the source to the destination environment.

To learn more about Bold BI’s migration feature, read our blog, “Streamlining Dashboard Migration Across Tenants In Bold BI^®.” It provides a clear illustration of the process.

When to publish and when to migrate a dashboard

Accessibility: The biggest factor in deciding to publish or migrate a dashboard is what the dashboard’s audience has access to. If the intended audience has access to the application in which the dashboard is embedded and maintained, then you should publish the dashboard. If the audience is a set of external stakeholders outside of the organization, it is likely that you will need to restore to migrating the dashboard.

Ease of sharing: If sharing with ease is your goal, publishing is the way to go. With just a URL or embed code, anyone can view your dashboard. When migrating a dashboard, access will likely be restricted to individuals who have permissions in the new platform.

Interactivity: For an interactive experience that allows for in-depth data exploration, publishing your dashboard is ideal. In contrast, a migrated dashboard’s interactivity might be limited depending on the viewing tools.

Real-time updates: When you need to ensure that your dashboard displays the latest data without manual refreshes, publishing is the answer. With migration, you must verify that the target platform can handle real-time data.

Conclusion

The decision to publish or migrate a dashboard directly affects who has access to the dashboard’s analysis and insights. Carefully consider who needs to view the dashboard and what applications and interfaces they have access to. Furthermore, think about the features you want to support in the dashboard, as many features that are available in a published dashboard may not be supported in a migrated dashboard.

If you have any questions or need assistance, don’t hesitate to reach out through the Bold BI website; simply log in to submit your inquiries if you already have an account. If you’re not yet a customer, get started with Bold BI now by signing up for a free trial!

Introduction

We are glad to unveil Bold BI^® v7.8 release. This latest update brings a host of eagerly awaited enhancements, boosted performance, and resolved issues, affecting a variety of environments such as Windows, Docker, Linux, Kubernetes, and Azure. The improvements made with this release aim to polish the process of crafting engaging dashboards using Bold BI.

Download the updated version of Bold BI by visiting your account page, or log in if you have an account. This blog describes the new features and fixed bugs.

Improvements

Data sources

• We have implemented a SQL command timeout for SQL-related data sources in the cloud.
  

• We have implemented a custom flag in the appsettings.json file to enable the retrieval of queries in HAR files.
  

• We have provided IN and Not IN options for the measure filter in initial filtering.
  

• We have improved the data source UI based on the optional ETL status in Bold BI.

Server

• We have added support for editing schedules’ start date and time with minutes and seconds in dashboard exporting and refreshing schedules.
• We have provided support to include dashboard download completion details in system notifications.
• We have improved the session timeout on the dashboard designer page. Users will now be considered active if they are interacting with the design canvas.
• We have added support to configure the default sorting order for the resources dashboard, data source, schedules, and slideshows in site settings.
• We have added support to copy and move multitab dashboards.
• We have added REST API support to retrieve embed secrets.

IDP

We have improved the UMS home page user interface, enabling users to favorite and filter sites.

Widgets

• We have provided a scrollbar option in the RTE widget property panel.
• We have provided the grid widget row selection element as an argument for embedding the application.
• We have provided the property to switch the loading indicator between a single tab widget and a multiple-widget container.

Bug Fixes

Data sources

• We resolved the “Getting Data” retrieval error that occurred when trying to create a ClickHouse query without any data present in the database.
• We resolved the issue where hour, minute, and second aggregation did not work in the Rockset connector.
• We resolved the problem where URL parameters were not functioning correctly in certain MySQL stored procedures.
• We fixed the object reference issue in Google Analytics v4.
• We fixed the issue with Excel exporting 40K records from a Google BigQuery data source.
• We fixed the 504 – Gateway Timeout issue in the web API live connection.
• We restricted the usage of the sum aggregation in the Aggregated field.
• We fixed the issue where percent data was extracted as 0 in MySQL.
• We resolved the UI issue when uploading a dashboard with SSH in SQL.
• We resolved the average aggregation issue in MongoDB that occurred when changing the data type of columns.
• We fixed the issue with the shared table display after reconnecting a SharePoint data source.
• We fixed the data retrieval issue that occurred when using a filter in ClickHouse.
• We resolved the problem where the grid summary row did not consider the show raw data option.
• We fixed the issue where the IF expression was not working for an Elasticsearch data source.
• We fixed the problem where InfluxDB tables showed no records when dragged and dropped.
• We resolved the connection timeout issue in the MongoDB data source.
• We resolved the issue where the Edit Connection window did not open for the Amazon Redshift data source during dashboard upload.
• We fixed the issue with uploading dashboards with a code view mode data source with expressions.
• We upgraded the DLLs version from 4.1.3.1 to 5.0.7 in PostgreSQL to resolve the “received backend message read for query while expecting parseComplete Message” issue.
• We resolved the problem where some fields were not visible in the ClickHouse data source (code view mode).
• We resolved the Illegal mix of collations error for operations in MySQL.
• We fixed the custom attribute error when opening the initial filter window.
• We added support to copy dashboards in code view mode with expressions.
• We resolved the User filter is not working when mapping with empty group error.
• We resolved the Illegal mix of collations (utf8mb4_general_ci,IMPLICIT) and (utf8mb4_0900_ai_ci,IMPLICIT) for operation ‘=’ in MYSQL.
• We resolved the duplicate name added in the User filter name.
• We fixed the performance delay in the Asana data source using iterative parameters.
• We fixed the issue where a data source table could not be removed when a dashboard parameter was used by another data source in the same dashboard.
• We resolved the problem where no string data type columns were showing in code view mode for InfluxDB.
• We fixed the Amazon RDS connector so that it reflects the correct mode (live or extract) when switching during editing.
• We resolved the issue where the server name was not retained in Snowflake extract mode in the edit connection.
• We fixed the problem where a PI expression could not be created in the Azure Data Explorer data source.
• We fixed the issue where tables could not be self-joined after configuring a second data source with a dashboard parameter.
• We resolved the problem with error messages not displaying properly when list parameters are used in expressions.
• We resolved the issue where the total percentage expression did not work properly when used with another expression in PostgreSQL and SQL.
• We fixed the issue where the query designer page showed empty data randomly after updating the sheet and editing the connection with the same table.
• We fixed the issue where the Quick Base data source did not connect using a custom URL in HTTPS.
• We resolved UI glitches in the SSAS Connector User Filter module.
• We fixed the problem where query filter data was not maintained in a REST data source using a custom URL in HTTPS.
• We resolved the issue where filters did not work with the date hour format in SQL, PostgreSQL, and ClickHouse data sources.
• We fixed the issue with date format handling in the ClickHouse data source.

Server

• We fixed the issue of the multitab header not hiding in iframe embedding when using the hide_tab_header query string.
• We fixed the issue of the tooltip not functioning correctly in the personal access token copy.
• We fixed the issue of CORS and security settings not accepting localhost URLs.
• We fixed the error page that appeared when updating the user profile on the hosted version.
• We fixed the issue where duplicate categories were showing when downloading the embed configuration.
• We fixed filtering issues on the data source page based on the data source type.
• We fixed the issue where the HTTP Success status code was returning for an invalid page instead of a Page not found.

IDP

• We fixed the site name validation issue in CustomUI.json.
• We fixed the issue where the auto-deployment page was not rendering properly.
• We fixed the issue where duplicate external login options were showing on the site login page.

Designer

• We fixed the issue where the cloned dashboard was not loading properly in the view mode.
• We fixed the column name mismatch issue in the underlying data view.
• We fixed the issue where header names were not displaying without data in the widget.
• We fixed the issue of not saving the edit axis settings in the chart widget when using dashboard parameters.
• We resolved the issue where the default value in the dashboard parameter was not being saved properly.
• We provided support to update the time of the last saved draft in the designer.
• We fixed the issue where the exported Excel sheets showed the proper hyperlink as per the linking configuration.
• We fixed the issue with the dashboard exporting as CSV with the same widget name.
• We fixed the issue in the date format dropdown in the parameter configuration dialog in which all the date values were not listed.
• We fixed the loading indicator issue in the underlying data view in full-screen mode in JavaScript embedding.
• We fixed the issue where parameter mismatch was caused by enabling the Apply button while searching for a value.
• We fixed the issue in the date picker if you used the parameters in a column from the table view.
• We fixed the issue where the loading background container color was inappropriate for the dark theme.
• We fixed the issue where the default parameters were listed in the measure format when typing the @ key.
• We resolved the issue of encountering console errors when entering a value in the null replace window.
• We fixed the issue of the dashboard not rendering properly when using a parameter to edit the axis range.

Embedding

• We fixed the issue of the multitab dashboard not rendering properly when the dashboard path was provided.
• We fixed the issue of the dashboard rendering with views for the non-loadView.
• We added a proper error message if the loadView method initializes without view details.

Widgets

• We resolved the issue where Excel export was not working properly for pivot grids with an expression column.
• We fixed the formatting issue thrown in the grid after enabling or disabling the allow filter option in the grid widget.
• We fixed the issue of the misalignment of the deleted tab widgets in the design canvas.
• We fixed the issue where Excel exporting was not working for grid widgets with the MonthYear column.
• We fixed the issue where the container action sections were not visible for custom widgets.
• We fixed the issue where the pie chart percent did not recalculate the percentage.
• We fixed the issue where the date picker dialog popup was hidden on Android devices.
• We fixed the issue with extra whitespace appearing in the background when hovering over label widgets.
• We fixed the issue of the bar chart color automatically changing while applying fields in the row container.
• We resolved the issue where there was a color mismatch between the chart and legend for stack-type charts.
• We fixed the issue where the tooltip was not shown in the line chart if the marker was disabled.
• We fixed the issue where the “No data” message was not displayed in the number card widget when placed in a 2-row span height.
• We fixed the issue where theme variables were not working in the radar and polar charts.
• We fixed the issue where there was an inconsistent tab count after deleting tabs in the tab widget.

Conclusion

For in-depth insight, we invite you to visit our release page. If you need assistance or have any questions, please don’t hesitate to contact us via the Bold BI^® website. If you’re not yet a Bold BI customer, try it for yourself by signing up for a free trial.

We are pleased to announce the release of Bold BIv7.6. This new product version introduces a series of much-anticipated feature enhancements, performance improvements, and bug fixes across multiple platforms, including Windows, Docker, Linux, Kubernetes, and Azure. This update further refines the user experience in creating compelling dashboards with Bold BI^®.

Download the new Bold BI version from your account page, or log in if you have an account. In this blog post, learn about the new feature enhancements and fixed issues.

New feature

Embedding

The loadMultiTabDashboard method enables the programmatic rendering of multiple dashboards in JS-based embedding, eliminating the need to create a multi-tab dashboard on the Bold BI server.

Designer

We have provided support for customizing exported files (PDF, CSV, Excel, and image) using a plug-in on the user’s end.

Improvements

Data Sources

• We have provided support to access JSON with multiple nested levels in the web data source connector.
  

• You can customize the start day of the week for week-year and week-of-year aggregations and date part expressions using the data language property for all languages.
  

• We have provided dynamic connection string support for Google Big Query for service account authentication.
  

• Use custom attributes in the expression editor.
  

• We have removed the expression validation when using code view mode.
• We have provided an Inclusion filter option for numeric fields in query filters.

Server

We have provided support for dynamic email content in the data alert schedule email template.

Widgets

We have provided Arial Black font-size support in the RTE widget.

Bug Fixes

Data Sources

• We resolved the issue in the Capitalize Each Word option showing in the filter section.
• We resolved the DATEPART expression not working properly for week and quarter in PostgreSQL.
• We fixed the refresh failed issue in the MongoDB data source in code view mode after uploading the dashboard.
• We fixed the issue where the expressions were not parsing correctly.
• We fixed the “Item Already exists” issue occurring while uploading the dashboard if refresh is enabled.
• We resolved the problem of changing the data type of the column named source.data.chat_pinned_time from str to date or time.
• We fixed the custom connector section not loading when deleting the content in the custom connector file.
• We fixed the data retrieval error in the Google BigQuery data source.
• We resolved the 504 Gateway Timeout issue when executing the WITH query in the data preview in the MSSQL Server data source.
• We fixed the decimal data not pulling in SQL data source while trying to get the table using a custom query.
• We resolved the date-time formatting not applying properly in ClickHouse.
• We resolved the issue of not being able to find the tables in the latest ClickHouse version in Bold BI.
• We added the ability to restrict unnesting in the expressions.
• We resolved the inability to connect to Facebook ads on the cloud site.
• We resolved the empty relative date being added in the dashboard parameter.
• We fixed the inability to upload the same file in a file-related data source.
• We resolved the inability to open the dashboard if we encountered an issue while moving stored procedures.
• We fixed Stored procedure is not changed when changing the dashboard parameter.
• We fixed the Data Retrieval Error the first time loading with the Stored procedure in MariaDB.

Server

• We fixed the issue of encountering a 404 error when using the en-US in the URL.
• We fixed the issue with the next scheduled update for the daily, weekly, and yearly schedules when running on-demand.
• We fixed the issue with updating the dashboard caused by the public/private access mode updating.
• We fixed the issue of displaying a blank page when scrolling through a dashboard in a multi-tab view on mobile devices.
• We fixed the issue where the bottom of the widget was hidden in the dashboard when using the page preview.
• We fixed the issue of displaying HTML tags in the tooltip when hovering over the profile menu on the dashboard settings page.
• We fixed the issue of displaying the incorrect page when editing a locked dashboard.
• We fixed the issue where users were unable to run a schedule when they only had read permission.
• We fixed the issue with returning double slashes in the embed URL property of the Get Dashboards API in the cloud.

Designer

• We fixed the issue where widgets configured within container widgets could not be resized.
• We fixed the usability issue in the replace value feature.
• We fixed the issue with Excel and CSV export to include data in addition to column headers in the exported file.
• We fixed the issue where the custom date and time format was not displaying correctly in the pivot grid.
• We fixed the issue where the percentage symbol had space in measure formatting.
• We resolved the issue where the dashboard was not able to be viewed or edited in a specific use case.
• We fixed the issue where formatting applied in chart tooltips was not displayed in view mode.
• We fixed the issue where the exported Excel file was empty when configuring the expression and average aggregation in the pivot grid.
• We fixed the issue where invalid numbers could be entered in the number-type dashboard parameter.
• We fixed the issue where the “match entire string” functionality was not working properly in replace value support.
• We fixed the issue where an empty message occured in the Q&A widget if the search item was removed.
• We fixed the issue when resizing the Q&A widget.
• We fixed the issue when changing the layout in the pinboard with the Q&A widget.
• We fixed the issue where the scatter chart was blank in the scheduled export.
• We fixed the issue where the dashboard theme was not reflected in the scheduled dashboard export.
• We fixed the issue in the dashboard export where the widget was being cut off in PDF format.
• We fixed the problem where a widget did not rearrange properly when maximizing it within an iframe embedding.
• We resolved the issue with renaming a custom hierarchy in a widget’s assign data section.
• We fixed the issue where the expression with the browser culture was not shown in the underlying data.

Embedding

We fixed the custom font style issue in the save view pop-up window in JS-based embedding.

Widgets

• We fixed the issue where the URL linking was not working properly when performing virtual scrolling in the grid widget.
• We resolved the font size not being applied in the KPI and number card issue when using the custom theme.
• We fixed the total calculation issue in the pivot grid.
• We fixed the issue with the tooltip displaying outside the dashboard in the image widget.
• We fixed the issue where dropping a widget in the second tab updated the first tab and left the second empty.
• We fixed the issue where the chart legend customization was not working when the chart acted as a slave to the POP widget.
• We fixed the issue where the tab widget’s add icon was not working properly when closing the existing tab.

General

We have fixed inaccurate information on the product version page.

Breaking Changes

• We have removed the “Replace Value” option for measure type columns. However, this feature is still applicable for string and date columns.
• In version 7.5.13, dashboards were downloaded, but encountered connectivity issues with the data source upon upload. The problem was rectified in the subsequent version 7.6.12. Users are required to modify the uploaded data source by re-entering the necessary credentials and saving the data source.

N/B – You need to use the updated embed JS version hosted at this URL.

For further details, we invite you to visit our release page. Should you require assistance or have any questions, please feel free to contact us via the Bold BI^®website. If you are new to Bold BI, we invite you to sign up for a free trial on our website.

Getting and keeping top talent is essential for success, and companies are using advanced tools like business intelligence (BI) dashboards to improve talent acquisition. BI dashboards offer real-time insights into recruitment metrics, aiding in smarter, data-driven hiring decisions. This blog will discuss how organizations can use BI tools to optimize recruitment, make informed choices, and attract the best talent.

Challenges affecting recruitment and hiring in HR

• Finding qualified candidates: Despite having hundreds or even thousands of applicants, finding candidates qualified for the position can be challenging.
• Attracting top talent: Due to the competitive nature of the job market, attracting top talent is often a significant challenge for HR departments.
• Retaining top talent: Once top talent is hired, keeping them in the company can be a challenge due to factors such as a lack of career development opportunities, inadequate compensation, or a poor work environment.
• Limited budget: Most HR departments operate on a budget, which may limit their ability to invest in cutting-edge recruitment strategies.
• Long hiring process: A lengthy hiring process can be off-putting for candidates and may result in them losing interest or accepting another job offer elsewhere.
• Lack of diversity: Many companies struggle with building diverse teams. HR departments may face challenges in attracting and hiring diverse candidates.

How BI provides solutions to the challenges

Identifying the right candidates: BI tools enable HR teams to amalgamate and scrutinize data from multiple platforms, crafting detailed candidate profiles that aid in pinpointing ideal job applicants efficiently.

Streamlining the hiring process: BI tools can facilitate resume screening, candidate scoring, and interview scheduling to streamline hiring, reduce time-to-hire, and enhance recruitment efficiency.

Analyzing recruitment metrics: BI tools enable HR to monitor recruitment KPIs like cost-per-hire, time-to-fill, and hire ratios, pinpointing process inefficiencies to streamline hiring and cut expenses.

Improving candidate experience: BI tools enable HR teams to optimize recruitment by analyzing feedback, enhancing communication, refining interviews, and boosting engagement, thereby improving candidate experience and strengthening the employer brand.

How visualizing a BI dashboard impacts recruitment and hiring

Scenario: A rapidly growing software company is struggling to keep up with its ambitious hiring goals for talented engineers. With the competition fierce in the tech industry, they need to find creative ways to attract and retain top talent.

The company implements a real-time BI dashboard focused on recruitment with hiring metrics like:

• Live applicant tracker: Displays hourly incoming applications by job title and source.
• Engagement funnel visualization: Monitors applicant flow in recruitment, pinpointing attrition and delays.
• Offer acceptance rate: Compares acceptance rates with competitors, holding the offers against industry standards for salaries and benefits.

This helps by providing immediate insights and enabling quick action to adjust the recruitment and hiring processes to attract better candidates to the organization.

Benefits of BI visualization in recruitment and hiring

• Improved decision-making: BI visualization assists recruiters in identifying trends and patterns in data to improve candidate sourcing, resume screening, and interviews.
• Reduced bias:BI visualization aids recruiters and hiring managers in making objective candidate decisions by removing human biases and focusing on skills and experience over subjective factors.
• Increased transparency:Visualization tools help recruiters make unbiased decisions based on skills and experience rather than subjective factors.
• Improved candidate experience: BI visualization improves candidate experiences by offering real-time feedback to HR on its hiring process.
• Reduced cost of hire: BI visualization helps reduce hiring expenses by identifying recruitment inefficiencies, speeding up role-filling, pinpointing bottlenecks in the process, and highlighting the best sourcing channels.

HR Recruitment Dashboard

HR Dashboards like the HR Recruitment Dashboard bolster hiring by offering live analytics on recruitment measures. This Bold BI dashboard was designed to allow a recruitment firm to fine-tune processes, spot trends, and make insightful decisions to create a more efficient recruitment system.

Let’s explore the key recruitment and hiring metrics visualized in this Bold BI dashboard.

Sentiment breakdown

This metric evaluates the emotional tone of candidate interactions, offering insights for improving communication and the candidate experience.

Reasons for client decline

This metric reveals why companies decline candidates, including salary demand, lack of experience, or other issues, helping the recruitment firm understand its clients’ needs and tailor is suggestions.

Applicant details

This metric offers a detailed snapshot of active candidate data, letting the firm keep track of hires currently in progress.

Recruitment funnel

This metric visually tracks candidate progress from first contact to hire, offering insight into how well a recruitment firm is narrowing down and choosing candidates for its clients.

Gender ratio

This metric evaluates gender diversity in the application process by tracking the proportion of male to female applicants.

Open positions by department

This metric provides an up-to-date overview of what kind of job openings need to be filled, aiding in focused recruitment.

Bold BI enables the generation of all these visual representations of data, facilitating easier interpretation and analysis of complex datasets for better-informed decision-making processes.

Factors to consider when choosing a BI dashboard for recruitment and hiring

When choosing a BI dashboarding platform for recruitment and hiring, it’s best to prioritize an easy-to-use, customizable interface with seamless integration into existing systems. Ensure it offers excellent data visualization with real-time reporting and can scale to handle growth. Learn more on this topic from this blog: “8 Tips for Choosing the Right BI Tool.”

In conclusion, the adoption of business intelligence dashboards can transform your recruitment and hiring by enabling data-driven decisions, increasing efficiency, and facilitating strategic personnel choices.

If you have any questions or need assistance, don’t hesitate to reach out through the Bold BI website; simply log in to submit your inquiries if you already have an account. If you’re not yet a customer, get started with Bold BI now by signing up for a free trial!

We’re thrilled to announce that our new product update, Bold BI 7.4, is now available! This update brings a host of eagerly anticipated features, enhancements, and fixes to several platforms, including Windows, Docker, Linux, Kubernetes, and Azure. It’s a significant release that makes your experience of designing stunning dashboards with Bold BI^®even better.

You can download the most recent version of Bold BI from your account page. In this blog post, we’re going to cover the main updates included in this release, namely improvements and bug fixes.

Improvements

Data sources

• We have provided an option to customize the start day of the week for the relative date filter using the data language property.
  

• We have added support for using more than 10 nested IF statements in SQL Server.
  

• We have added support to visualize Python data frames in Bold BI using Bold ETL.
  

Server

• We added the frame ancestor content security policy directive to control the embedding of the application within iframes, which lets you customize allowed domains, thereby enhancing security.
• We have implemented REST API support for retrieving the pinboard list.

Widgets

• We have improved the India shapefile with the latest territories for the Map widget.
• The maximum row count is limited to 150,000 and 2 million in Excel and CSV exporting, respectively. Also, we have exposed a flag to modify the maximum row limit through UMS configuration settings.
• We have enhanced the Combo Box’s usability by hiding the All option in the dropdown when entering text in the filter search box.

Bug fixes

Server

• Fixed the issue of not displaying the proper message in the UI when there is an issue with connecting the BI and IDP databases.
• Fixed the issue where the Bing Map widget was not rendering in multitab dashboards due to the Bing Maps controls not being loaded.
• Fixed the loading issue in the public multitab dashboard where a loading indicator is shown for an extended time when the URL specifies a tab name other than the first one.
• Fixed the issue of hyphens (-) not being allowed in the email settings page’s email address.
• Fixed the issue where the font style was not being applied in the BI site when the user inherited the look and feel settings from UMS.
• Fixed the issue where the URL was not updated to the specific category when the user added a sample dashboard from other pages.
• Fixed the issue where the schedule context menu options were not working when there was a special character in the item name, category name, or dashboard names.

Data sources

• Resolved the null reference exception occurring in the data preview after expression creation in ClickHouse.
• Resolved the issue where dashboard parameterization is not working as expected in the live web API.
• Resolved the object reference error when using the YEAR([OrderDate]) expression in SQL IMDB.
• Resolved the issue with refreshes failing because of using the ‘/’ special character in the sheet column in the SharePoint connector.
• Resolved the MongoDB credentials automatically changing when trying to upload the dashboard.
• Fixed the problem with the unsaved expression being deleted when switching to another expression.
• Resolved the data preview throwing a query execution error after changing the number type column into a string type column.
• Resolved the invalid username generated for the MongoDB data source on publishing.
• Resolved the connection properties showing as empty for the extracted data source after uploading the dashboard.
• Resolved the issue of reconnecting the MongoDB data source with the same collection not working properly.
• Resolved the inability to open the dashboard if the dashboard was configured with the live web API data source.
• Resolved the data retrieval error occurring in scheduled exporting in the live web API.
• Resolved the issue occurring when previewing data in code review mode.
• Resolved the error thrown while updating query metrics.
• Supported the joining of two tables in Elasticsearch extract mode connections.
• Resolved the issue with empty values in the filter of a chart for the string data type in the ClickHouse data source.
• Resolved the column visibility issue with nullable date-time columns in the ClickHouse data source.
• Resolved the issue with the Measure expression being listed under the dimension in ClickHouse.
• Resolved the pagination not working properly for the web API connector.
• Fixed the issue with the Oracle data source displaying as live mode when connected in extract mode in the edit connection window when using Postgres IMDB.
• Fixed an issue where the Bold ETL page was not rendering properly when Bold BI was used as a subapplication.
• The web API has been configured to restrict fetching of unwanted data by ensuring that calls do not request non-existent tables from the database.

Designer

• Fixed the issue where exported data had minimal information when data sampling was applied to the data source.
• Resovled the issue with exporting to Excel and CSV failing when selecting empty in the null or blanks option.
• Fixed the issue where the initial selection was not being maintained in Tab widgets when using a dashboard parameter in the Filter widget.
• Fixed the issue where the label parameter was not working in the widget description.
• Fixed UI glitches in the Date Picker.
• Fixed the issue with filtering the Date Picker widget with measure formatting.
• Fixed the issue where it was possible to add empty spaces in the data source to replace values.
• Fixed the issue when using the distinct count value in the measure format window.
• Fixed the issue when applying the URL filter for the measure column with the IN operator value.
• Fixed the issue where the CSV export sheet name displayed the dashboard name instead of the widget name.
• Fixed the issue where the replace value contained single quotes.
• Fixed the issue where the Filter Overview box popped up and disappeared when clicked in mobile view.
• Fixed the issue where the autorefresh member was refreshing the dashboard two times in JS-based embedding.
• Fixed the issue where the widget in a pinboard became blank if the user unpinned it in embedded dashboards.
• Fixed the issue where empty space occurred at the bottom in JS-based embedding when the toolbar was hidden.

Widgets

• Fixed the Date Picker pop-up not opening in the mobile app.
• Fixed the issue where the Date Picker pop-up closed automatically in the mobile app.
• Fixed the values that were not aligned in the Bar Chart.
• Fixed the text alignment issue in the Grid bar formatting.
• Fixed the issue where the data retrieval error was not being shown in the Range Slider when the server was stopped.
• Resolved the POP label issue, which showed an ellipsis when resizing.
• Resolved the Bing Maps rendering failure when configured with marker image.
• Resolved the unwanted parameter menu listed in the Card widget’s image URL text box.
• Fixed the issue where the Text Filter widget displays as blank when exported to PDF or image.
• Fixed the distinct count improperly displaying in the Pivot Grid.

Visit our release page for more information. Should you have any inquiries, don’t hesitate to reach out to us through the Bold BI^®website. If you already have an account, simply login to get in touch. If you’re new to Bold BI, you can sign up for a free trial on our website.

In today’s developing world, managing tasks efficiently is crucial to productivity. If your company uses Todoist to simplify your task management, you can make your work even more efficient by integrating its data with Bold BI^®. Create a dynamic task dashboard to help organize tasks, projects, and deadlines, streamlining your workflow even more. We’ll delve into Todoist and how integrating it with Bold BI can improve your experience, including an in-depth look at an example dashboard.

What is Todoist?

Todoist is a centralized platform that enables you to neatly categorize tasks, assign priority levels, and collaboratively tackle tasks, suitable for both individual and group projects. This task management tool is crafted with simplicity in mind, intended to boost organization with its user-friendly interface.

Key task management features

• Unified task tracking: Todoist’s dashboard organizes task management in one central location, from daily routines to complex projects.
• Priority management: Color-coded labels in this system streamline task prioritization,.
• Collaboration: Todoist has task sharing, delegation, and real-time progress tracking for collaboration.
• Cross-platform accessibility: Todoist lets you manage tasks on any device.

How to harness the power of a Todoist task management dashboard

Start by creating a Todoist account or logging into your existing one. The setup process is quick and straightforward. With an active account, you can now integrate it with Bold BI to design a user-friendly dashboard. Following is an example Todoist task management dashboard.

This dashboard facilitates efficient task tracking and prioritization. Its simple interface helps you set reminders and track your progress. It increases productivity and improves time management and project completion rates.

Let’s look at how this dashboard displays KPIs and metrics.

Tasks

This KPI visually tracks task completion, overdue items, and productivity for a quick overview of the workload.

Incomplete tasks by priority

This metric sorts unfinished tasks by urgency, aiding in prioritizing tasks and managing time.

Incomplete tasks by status

This metric tracks unfinished tasks by status, letting project leads know where the project stands and where bottlenecks may be.

Estimated vs. utilized hours by project

This metric shows the difference between predicted and actual time spent on tasks, aiding in more accurate planning and resource allocation.

Incomplete vs. overdue tasks by assignee

This metric helps manage team productivity by showing each member’s pending and overdue tasks to identify who may need support or workload adjustment.

Completed tasks trend

This metric visually tracks productivity, showing task completion patterns to motivate and measure progress.

Task summary details

This metric shows a summary of all tasks for when a manager needs a fact quickly.

Tips for enhancing visualization using the Todoist dashboard

To get the most out of your dashboard, consider the following strategies for creating it:

• Filter views: Utilize filters to display only relevant tasks in order to focus on answering specific questions.
• Progress bars: Display progress bars for projects to visualize completion status at a glance.
• Consistent color scheme: Apply a consistent color scheme across projects and labels for a cohesive and aesthetically pleasing dashboard.
• Integrate calendars: Sync with your calendar for a visual timeline of deadlines and events.
• Clear layout: Keep the dashboard uncluttered with ample white space and a logical structure for ease of use.

In conclusion, integrating your Todoist data with Bold BI^®will let you create dynamic dashboards to help you interpret it in the most useful way possible. Use your data-driven insights to streamline your workflows and boost productivity.

If you have any questions or need assistance, don’t hesitate to reach out through the Bold BI website; simply log in to submit your inquiries if you already have an account. If you’re not yet a customer, get started with Bold BI now by signing up for a free trial!

In today’s highly competitive hotel industry, utilizing data effectively can be the difference between stagnant revenue and substantial growth. Transforming complex data into clear, actionable insights is now more essential than ever. The key to unlocking this potential is data visualization. Data visualization helps drive revenue growth, optimize operations, and set your hotel apart from the competition. In this blog, we’ll explore in depth how data visualization impacts your hotel returns.

Importance of data insights for hotel revenue

Understanding customer preferences and loyalty

Data insights enable hotels to identify customer preferences by analyzing booking trends. This understanding informs the development of targeted loyalty programs and key amenities, enhancing customer retention and promoting repeat business.

Informed pricing decisions

Data insights help hotels make informed pricing decisions. By analyzing booking data and feedback, hotels can determine how much customers are willing to pay for different locations and amenities and adjust their prices accordingly.

Targeted promotions

Hotels can leverage data insights to craft targeted promotions that resonate with customer preferences. Analyzing customer data helps identify the most effective promotional strategies for target demographics. This data-driven approach aids in maintaining competitiveness and growing market share.

Effective marketing strategies

Data insights enable hotels to tailor marketing strategies by pinpointing effective channels and messaging. Analyzing customer data reveals which content drives bookings, enhancing revenue. This targeted approach optimizes marketing efforts and boosts profitability.

Operational efficiency

Hotels can spot operational inefficiencies and areas for improvement by analyzing their overview data. This can result in cost reduction and revenue growth.

Effective metrics for hotel revenue visualization

Let’s look at some key metric visualizations used to gain insights into hotel revenue growth. These widgets were created using Bold BI.

Bookings by Source

This metric reveals reservation channels, helping hotels optimize marketing, pricing, and customer relations to boost revenue.

Revenue Generation Index (RGI) by State

This metric helps hotels gauge revenue success against competitors in their state and identify areas for improvement.

Market Penetration Index (MPI) and Average Rate Index (ARI) Trends

This metric helps hotels analyze occupancy and pricing against competitors, revealing performance trends for strategic decisions.

Monthly Room Performance Overview

This metric provides hoteliers with a snapshot of performance by combining occupancy and average room rate data for effective trend analysis and strategic planning to maximize revenue and occupancy.

Average Length of Stay (ALOS) by Month

This metric tracks the average stay duration, aiding hotels in recognizing trends, guest preferences, and informing pricing strategies to enhance revenue and profitability.

Revenue Summary

This metric provides a summary of hotel revenue, aiding in identifying profitable areas, tracking growth, and informing decisions to optimize resource allocation and pricing.

Tips to consider when choosing a visualization tool for hotel revenue

• Ease of use and data integration: The visualization tool should be user-friendly, integrate with current hotel databases, and allow easy and swift creation of visualizations.
• Data connectivity and flexibility: The visualization tool should connect to various data sources and formats and adapt to specific data needs.
• Visualization types and customization: The visualization tool should provide diverse, customizable, and interactive visualizations like charts, graphs, and maps to enable in-depth data analysis and match the appearance of your hotel’s branding.
• Sharing and collaboration: The tool should enable sharing, collaboration, and exporting of visualizations in multiple formats.
• Mobile optimization: The visualization tool should adapt to mobile devices for easy, clear, and accessible data viewing anywhere.
• Scalability and security: The visualization tool should be scalable, secure, compliant with regulations, capable of handling large data volumes, and protected against unauthorized access.
• Reporting and dashboards: The visualization tool should enable the creation of attractive, easily comprehended reports and dashboards for tracking hotel revenue performance.

Tracking KPIs in dashboards like the Bold BI Hotel Revenue Dashboard helps the hospitality industry thrive in ROI and successfully plan its services to promote customer satisfaction. They provide hotel owners with a real-time overview of important metrics, enabling informed decision-making to maximize profitability.

To wrap up, implementing data analytics can significantly boost hotel revenue by giving owners the insight they need to optimize pricing strategies, enhance guests’ experiences, and improve operational efficiency. Data-driven decision-making is crucial for hoteliers striving for business growth and profitability. Try it for yourself now! If you are new to Bold BI, we invite you to sign up for a free trial on our website.

BI dashboards amalgamate data from power plant sensors, ERP systems, and other tech, offering a comprehensive view of power plant performance. This article will explore improving plant efficiency using a BI dashboard.

Benefits of using BI dashboards in power plant operations

Real-time monitoring

BI dashboards enable continuous monitoring of plant processes, allowing for immediate detection of issues or deviations from expected performance levels. This aids in reducing downtime and ensuring that the plant operates at optimal efficiency.

Enhanced decision-making

With easy access to consolidated data, plant managers can make quicker and more accurate decisions regarding production scheduling, maintenance, inventory management, and resource allocation.

Performance benchmarking

Dashboards can display performance metrics against predefined targets or industry benchmarks, helping plant operators identify areas for improvement and drive continuous process enhancements.

Increased visibility

BI dashboards make complex information understandable by visualizing data through charts, graphs, and gauges. This increased visibility helps plant managers identify trends, patterns, and correlations that might go unnoticed.

Collaboration and communication

Dashboards can be shared across departments, fostering a collaborative space where everyone knows the plant’s operational status, leading to better coordination and teamwork.

Choosing the right BI tool to aid power plant efficiency

When choosing business intelligence software, look for the following aspects.

• Data visualization: The BI tool needs to have powerful data visualization capabilities to communicate information and trends to users effectively.
• Data governance: The BI tool needs to implement data governance with data quality enforcement, strict access controls, and adherence to governance protocols to maintain data integrity and security.
• Integration: The BI tool needs to be able to integrate with other tools and applications used by the business. It needs to be compatible with all necessary data sources.
• Scalability: The BI tool needs to be scalable to meet the business’s expanding requirements efficiently.
• User-friendliness: The BI tool needs to be user-friendly and intuitive to use. This requires a tool that has a simple and intuitive interface and requires minimal training.
• Customization: The BI tool needs to be adaptable to the business’s unique needs and appearance.
• Cost: Businesses need to assess the BI tool’s cost to ensure it fits their budget and strategic plan. Cost evaluation is crucial for alignment with financial constraints and business goals.

Impact of data visualization on power plant efficiency

Visualizing data using BI tools helps you glean insights into the following:

• Challenges: Data visualization can help plant managers identify inefficiencies and bottlenecks in real time, allowing for quick corrective action.
• Patterns and trends: Visual data presentation simplifies the recognition of obscure patterns and trends in raw data.
• KPI monitoring: Data visualization helps plant managers track key performance indicators (KPIs) and monitor progress towards goals.
• Communication: Visualizing data can help plant managers communicate complex information to stakeholders clearly and concisely.
• Opportunities: Data visualization helps plant managers identify process improvement and optimization opportunities.
• Operations overview: Data visualization offers plant managers a clear overview of operations, enabling better-informed decisions and enhanced efficiency.

Visualizing power plant efficiency using a BI dashboard

Using a BI dashboard, plant managers can swiftly pinpoint improvement opportunities and monitor progress efficiently.

A power plant monitoring dashboard provides real-time data and metrics for the performance of a power plant. Plant managers can monitor key metrics such as energy production, fuel consumption, and equipment health. Using this dashboard, plant managers can identify issues early and optimize plant performance decisions to improve efficiency and reduce costs. With a dashboard like this, you can track the following metrics.

System frequency

System frequency measures the electrical grid’s power supply-demand balance, guiding adjustments to maintain stability.

Ambient temperature

Ambient temperature is the surrounding environmental temperature that affects power plant equipment performance, helping maintain optimal operation conditions.

Relative humidity

Relative humidity (RH) gauges air moisture and monitors power plant equipment performance. It informs preventive maintenance for operational efficiency.

Avg. efficiency of turbines

This metric gauges how effectively a power plant’s turbines convert energy into electricity, guiding operational managers in optimizing operations and planning maintenance.

ROI by location

ROI by location is a financial metric that calculates the profitability of a power plant at different sites, guiding on where to allocate investments and change rates.

Turbine status

Turbine status indicates the operational condition and performance of turbines in a power plant, aiding in maintenance optimization and grid management.

Power plant details

This metric assesses power plants’ characteristics and performance: capacity, location, output, emissions, and operational status.

All visuals in this blog are from Bold BI^®. Bold BI by Syncfusion is a BI tool for data analytics and visualization, aiding power plant efficiency. It allows real-time monitoring, performance tracking, and trend identification in the energy sector. With its dashboards and reports, plant managers can optimize operations, improve productivity, and cut costs. Implementing BI dashboards transforms power plant operations by providing real-time insights for swift decision-making, thereby driving optimization and profitability.

If you have any questions or need assistance, don’t hesitate to reach out through the Bold BI website; simply log in to submit your inquiries if you already have an account. If you’re not yet a customer, get started with Bold BI now by signing up for a free trial!