Videos

Find free training videos to get started easily with the Bold BI and explore its features.

How to Configure Email setting in Bold BI® Server

This video will guide you through configuring Email settings in the Bold BI server for alerts, sharing, and scheduled reports.

How to Publish a Dashboard on an Internal Site | Bold BI®

In this video, you will learn how to publish and manage a dashboard on an internal site in Bold BI®.
How to Implement Role-Based Access Control | Bold BI®

How to Implement Role-Based Access Control | Bold BI®

In this video, you will learn what role-based access is, how to implement it in a dashboard, how to add users and groups, and how to manage permissions for users and groups.
How to Embed a Dashboard in an ASP.NET Core Application in Minutes | Bold BI

How to Embed a Dashboard in an ASP.NET Core Application in Minutes | Bold BI

This video tutorial will walk you through embedding an already created dashboard into your ASP.NET Core application.
How to Activate the AI Assistant License | Bold BI

How to Activate the AI Assistant License | Bold BI

In this tutorial, we’ll guide you through the steps to activate the AI Assistant license so that you can use this tool to design a dashboard with natural language queries.
How to Connect Microsoft Dynamics 365 Sales with Bold BI

How to Connect Microsoft Dynamics 365 Sales with Bold BI

In this video, you will learn how to connect Microsoft Dynamics 365 Sales with Bold BI.
How to Create a Dashboard using the AI Assistant in Embedded Analytics

How to Create a Dashboard using the AI Assistant in Embedded Analytics | Bold BI

In this video, I'll walk you through the steps to utilize the Bold BI AI Assistant to generate stunning dashboards with minimal effort. You'll learn how to leverage the AI Assistant for fast dashboard creation, visualize data for maximum impact, and transform raw data into dashboards easily.
How to perform ETL with Bold BI Dataflows

How to perform ETL with Bold BI Dataflows

This video will walk you through the overview of Bold ETL and the steps involved in performing ETL with Bold BI Dataflows.
Streamlining Server Migration: Simplifying Connection Modifications with Custom Attributes

Streamlining Server Migration: Simplifying Connection Modifications with Custom Attributes

This video will guide you through the steps involved in streamlining server migration with custom attributes in Bold BI.
Custom Attributes in Bold BI: An Introduction

Custom Attributes in Bold BI: An Introduction

This video will guide you through the overview of custom attributes, steps involved in creating them, and use cases of site-level custom attributes in Bold BI.