Releases – Bold BI https://www.boldbi.com/resources Embed Powerful Analytics and Business Intelligence Everywhere Mon, 16 Jun 2025 08:41:30 +0000 en-US hourly 1 https://www.boldbi.com/resources/wp-content/uploads/2025/04/cropped-Bold-BI-Logo-32x32.png Releases – Bold BI https://www.boldbi.com/resources 32 32 What’s New in v12.1.5 for Self-Service & Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v12-1-release-highlights/ https://www.boldbi.com/resources/blog/bold-bi-v12-1-release-highlights/#respond Wed, 04 Jun 2025 12:23:36 +0000 https://www.boldbi.com/resources/?p=145793 What's New in v12.1.5 for Self-Service & Embedded Analytics

Explore Bold BI v12.1 release to learn new improvements like AI dashboard prompt & customizable email notifications enhancing your experience across platforms.]]>
What's New in v12.1.5 for Self-Service & Embedded Analytics

Introduction

We’re excited to introduce Bold BI® v12.1.5, featuring powerful enhancements and critical bug fixes for both self-service and embedded analytics. This release brings major improvements across Windows, Docker, Linux, Kubernetes, and Azure environments—ranging from accelerated dashboard creation with the AI Agent in design mode to support for dynamic translators in custom legends within the designer.

Download the Bold BI v12.1 release to experience the latest features and improvements firsthand.

AI Improvements

Accelerated dashboard design with AI

Now, you can streamline dashboard creation using prompt-based AI generation. Describe what you need in simple language in a text box and the AI Agent will generate a dashboard layout according to your specifications.

Prompt-based AI generation

Enhanced embed-level AI personalization

You can now rename the AI agent at the embed level to deliver a fully branded experience. This allows you to tailor how the embedded solution communicates with users, ensuring it reflects your brand’s voice and tone for a more cohesive user experience.

Data Sources and Data Hub Highlights

MinIO destination support

You can now directly export data from and store data in MinIO, expanding your options for cloud-native storage within the Bold Data Hub.

Expanded data connectivity

Connect to more platforms with enhanced data integration capabilities:

  • New connectors: SQLite, Asana, MariaDB, and Google BigQuery.
    Asana Data Connector
  • New extract engine support: Faster, more reliable data syncs for Asana and AppFolio.
    Appfolio Extract Engine

Refresh status visibility

Easily track your data refresh activities with integrated refresh history and status views, enhancing monitoring, transparency, and operational awareness across the Bold Data Hub.

Enhanced SuiteQL and HubSpot support

With SuiteQL support in the NetSuite connector and improved HubSpot integration, enjoy greater flexibility in querying, a refined UI, and a more efficient data exploration experience.

HubSpot Integration
HubSpot Integration

Multi-tenant SQL database support

SaaS providers and enterprises managing multiple clients can now use a single SQL database to support multiple tenants, simplifying infrastructure while maintaining secure and isolated data environments.

Designer and Server Enhancements

Dynamic translator support in custom legends

Custom legends now support dynamic translation, automatically adjusting text based on the user’s language preference.

Dynamic translator support in custom legends

IntelliSense-powered parameter linking

Streamline dashboard setup with IntelliSense-based parameter selection, enabling quicker linking across dashboards, reducing setup time, and minimizing potential errors.

IntelliSense-powered parameter linking

Offline login support for Windows AD users

Even during domain controller outages, Windows AD users can log in offline, ensuring continued access and improving reliability in secure or restricted environments.

Personalized scheduler email templates

Scheduler email templates now include the user’s first name in the addressing section. This update helps make automated communications feel more user-friendly.

Embedding Enhancements

Iframe designer embedding boost

Gain more control over the embedded designer experience with the new option to show or hide the Preview As button.

New APIs for error handling and AI Co-pilot customization

Take advantage of new APIs in both iframe and JavaScript SDK embedding to hide error messages and customize the AI Copilot title. These enhancements help deliver a more branded, user-friendly analytics environment with a cleaner UI.

Embedded signature configuration UI

You can now configure embedded signature settings directly in the Bold BI server UI, applying changes to the iframe embed code without manual edits. This simplifies integration and reduces setup time.

Other Improvements and Minor Fixes

In addition to the major enhancements, this release includes several updates focused on performance, security, and UI refinement. Highlights include:

  • Security: Upgraded jQuery from 1.10.2 to 3.5.0 and jQuery UI from 1.12 to 1.14. Introduced a secure embedToken member for safer JavaScript embedding.
  • Bug Fixes: Resolved an issue where dashboard URL linking failed when multiple dashboards with the same name existed in different categories.
  • Performance: The Get Items by Group Permission API in the designer now returns items even if no users are assigned to the group, enhancing accuracy and visibility in permission management.

For a full list of all the new features, enhancements, and bug fixes, visit our release history page.

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 30-day free trial.

Conclusion

We hope these updates in Bold BI® v12.1.5 will make your analytics process smoother, faster, and more secure. With these powerful new features, you’re now equipped to unlock deeper insights and streamline your BI workflows like never before. To support your journey, we offer flexible deployment options whether you prefer on-premises or cloud solutions—get a personalized quote for either or both! For those eager to get started immediately, sign up for a free trial and explore the improvements firsthand.

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What’s New in v11.3.24 for Self-Service & Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v11-3-self-service-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v11-3-self-service-embedded-analytics/#respond Tue, 22 Apr 2025 10:15:56 +0000 https://www.boldbi.com/?p=143520 What's New in v11.3.24 for Self-Service & Embedded Analytics

Explore new updates in Bold BI 11.3 for self-service and embedded analytics, including enhanced row-level security and improved MySQL, SQL, and Oracle support.]]>
What's New in v11.3.24 for Self-Service & Embedded Analytics

Introduction

We’re thrilled to announce the release of Bold BI® v11.3.24, packed with new features and enhancements for both self-service and embedded analytics. From a Trino data source connector to row-level icon functionality in SQL, MySQL, and Oracle IMDB, this version delivers significant improvements in performance and usability across Windows, Docker, Linux, Kubernetes, and Azure environments.

For those who want to try the new version right away, you can download it or log in to your account. Let’s take a look at the Bold BI v11.3.24 release highlights.

Data Sources and Bold Data Hub Highlights

New connectors: Trino & Oracle NetSuite

New data source connectors have been added—Trino, supported as a subcategory under the Presto connector, and Oracle NetSuite—expanding your options for real-time analytics for enterprise data.

Trino Connector supported as a subcategory under the Presto connector
Netsuite Connector

Real-time data alerts for Bold Data Hub

Receive instant email notifications for each schedule in the Bold Data Hub with email alerts. They keep you informed of real-time data changes and enable prompt, data-driven decisions.

Mail Alert

Enhanced row-level security with visual indicators

Now, you can use row-level icon functionality in SQL, MySQL, and Oracle IMDB to highlight rows visually based on specific data conditions or thresholds.

Designer and Server Enhancements

Tenant-specific AI settings

Admins now have the ability to enable or disable AI at the tenant level, giving teams full control over when and how AI is used. This ensures a more tailored, secure, and flexible experience for each team.

Export and performance boosts

Export widget-specific data directly to Excel from view mode for faster, more targeted reporting. Improve your presentations with enhanced PowerPoint export quality. Additionally, dashboards load more smoothly with improved grid performance with the new Fit to Content option.

Export Data into Excel in View Mode
New Fit to Content Option

Enhanced widget usability

Now, you can set maximum date limits in the date picker for better control. Enjoy clearer visuals with label text wrapping support in the tree map widget, making it easier to display longer labels.

Maximum Date Selection Limits in the Date Picker
Label Text Wrapping Support in the Tree Map Widget

Streamlined URL and parameter linking

Simplify dashboard navigation by using default parameter linking in button widgets. You can also choose to exclude all query parameter values from URLs for a cleaner, more secure sharing experience.

Restrict Inclusion of All Query Parameter Values in the URL

AI Improvement

Enhanced design flexibility for AI widgets

Designers can now easily resize and drag AI-generated widgets to place alongside custom visuals for cleaner layouts and improved storytelling.

Drag and resize widgets

Accurate and consistent widget summaries

AI-driven insights are now more reliable. This update ensures that the same widget generates consistent summaries for the same data, providing you with trustworthy overviews every time.

Widget Insight and Summary Enhancement
Widget Insight and Summary Enhancement

Other Improvements and Minor Fixes

In addition to the major updates, we have introduced numerous optimizations and bug fixes. Here are just a few examples:

  • Performance: The quality of PowerPoint exports for dashboards has been improved, ensuring clearer, high-resolution presentations that preserve the integrity of your visual data.
  • Bug fixes: The limitation for creating a data source with a custom attribute in a table name using the API in data sources has been resolved. Other issues with scheduled exporting, displaying field drop down parameters, the scroll bar, and UI visibility have also been solved.
  • Security: The ability to back up configuration files has been provided, enhancing security and providing additional recovery options.

For a full list of all the new features, enhancements, and bug fixes, visit our release history page.

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 30-day free trial.

Conclusion

We hope these new updates in Bold BI® v11.3.24 will make your analytics process smoother, faster, and more secure. If you’re not yet a customer, sign up for a free trial on our website to see what Bold BI can do for you.

If you have any questions or need assistance, feel free to reach out via the Bold BI website or log in to submit inquiries if you already have an account.

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What’s New in v11.2.7 for Self Service & Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v11-2-self-service-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v11-2-self-service-embedded-analytics/#respond Thu, 13 Mar 2025 16:51:36 +0000 https://www.boldbi.com/?p=142381 What's New in v11.2 for Self-Service & Embedded Analytics

Explore the Bold BI v11.2 release to discover new features, improvements, and fixes designed to improve performance in both self-service & embedded analytics.]]>
What's New in v11.2 for Self-Service & Embedded Analytics

We’re thrilled to announce the release of Bold BI®11.2.7, which is packed with cutting-edge features and enhancements for self-service and embedded analytics. From primary-secondary widget interactions in designer to expanded AI language support, this version delivers significant improvements in performance and usability across Windows, Docker, Linux, Kubernetes, and Azure environments.

If you want to try the new version right away, download it here or log in to your account. Let’s look at the highlights.

AI enhancements

Expanded language support

Our AI Agent now speaks Spanish, allowing a wider range of users to interact with their data using their native language.

Enhanced customization for grid and scatter plots

We’ve added conditional formatting support for grid and scatter plots, allowing you to highlight key insights, trends, and patterns more effectively for better data visualization and analysis.

Direct text replies for data queries

You can now get direct text replies for data queries even when dealing with expression fields, offering quicker insights using our AI Agent.

Quick data source references

Now, you can use @mentions in AI Copilot and AI Agent to quickly reference data sources. This helps you save time by reducing manual searches and ensuring seamless data access.

Data sources and Bold Data Hub highlights

New connector: Microsoft Fabric
We have introduced a new data source connector to easily connect and visualize data from Microsoft Fabric for better insights and seamless integration.

New connector Microsoft Fabric

Seamless Bold Data Hub connector integration

Integrate Bold Data Hub connectors using the existing data source UI in Bold BI, simplifying data integration.

Bold Data Hub connector integration

Real-time data updates for PostgreSQL

We’ve introduced a change data capture approach for PostgreSQL, enabling real-time data updates in your dashboards.

change data capture approach for PostgreSQL

Salesforce reports connector

Seamlessly connect and visualize your Salesforce Reports with our new connector for more informed decision-making.

Salesforce reports connector

Multitenant data extraction

To improve multitenant data extraction, we’ve revamped table naming for shared Postgres databases. Please note that data sources will need to be reconnected to refresh.

Create Data Source API Enhancement:

Now, support has been added for using custom attributes in the Create Data Source API, allowing for greater flexibility and customization. This enables users to define and include specific attributes tailored to their data integration needs, improving efficiency and adaptability in data source management.

custom attributes in Create Data Source API

Designer and server improvements

Customizable download options

Customize or hide the download option for dashboards, allowing you to protect your data and manage its distribution.

Enhanced widget interactions

Primary-secondary widget interactions are now supported for combo boxes and date pickers through dashboard parameters, enabling dynamic filtering for a more interactive user experience.

Color palette support for virtual scroll series

Color palette support for the virtual scroll series during the initial chart rendering improves visual clarity and a more polished data visualization experience.

Colour palette support

RTL tooltip support

Enjoy improved accessibility with RTL language support for tooltips, ensuring a seamless experience for global users.

RTL language support

Other improvements and minor fixes

We’ve also made several key improvements and bug fixes to enhance your experience:

  • Security: Enhanced security by implementing encryption for JSON web tokens (JWT) and adding REST API support for JWT configuration.
  • Customization: Added tooltip translation for the KPI card to enhance usability and accessibility for users in different languages.
  • Bug fixes: Addressed several critical issues, including grid widget linking errors, pivot grid rendering problems, and data source connectivity issues, to ensure a more stable and reliable user experience and prevent data inaccuracies.

For a full list of new features, enhancements, and bug fixes, visit our release history page.

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 30-day free trial.

We hope these updates in Bold BI®11.2.7 will make your analytics experience smoother, faster, and more secure. If you’re ready to get started with Bold BI, sign up for a free trial on our website. If you have any questions or need assistance, feel free to reach out through our website or log in if you already have an account.

Subscribe now for more exciting updates on our upcoming releases!

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What’s New in v10.1.18 for Self Service & Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v10-1-self-service-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v10-1-self-service-embedded-analytics/#respond Fri, 14 Feb 2025 16:32:11 +0000 https://www.boldbi.com/?p=141042 What’s New in v10.1.18 for Self Service & Embedded Analytics

Introduction We’re thrilled to announce the release of Bold BI® 10.1.18, packed with cutting-edge features and enhancements for both self-service and embedded analytics. Featuring more secure AI integrations, expanded multitenant capabilities, and so much more, this version delivers significant improvements in performance and usability across Windows, Docker, Linux, Kubernetes, and Azure environments. If you want […]]]>
What’s New in v10.1.18 for Self Service & Embedded Analytics

Introduction

We’re thrilled to announce the release of Bold BI® 10.1.18, packed with cutting-edge features and enhancements for both self-service and embedded analytics. Featuring more secure AI integrations, expanded multitenant capabilities, and so much more, this version delivers significant improvements in performance and usability across Windows, Docker, Linux, Kubernetes, and Azure environments.

If you want to start using the new version right away, you can download it on our Bold BI account anytime. If you don’t have one, start a free trial today.

Let’s take a look at the release highlights!

AI enhancements

On-premises AI with flexible credentials

Now you can run AI entirely within your on-premises environment. Configure your own credentials for OpenAI or Azure OpenAI to ensure that sensitive data remains within your infrastructure.

On-premises AI with flexible credentials

Textual insights and dashboard summaries

Gain an instant, high-level understanding of your data with summarized textual reports on trends, forecasts, and recommendations. When your data can be represented in text, Bold BI can provide direct answers—no charts required.

Dashboard Summary with textual reports

Improved data source mentions

Use @mentions to target a specific data source and avoid conflicts when dealing with multiple similar sources within a single dashboard.

Data source mentions

Data sources and Data Hub highlights

Shared databases in PostgreSQL

Simplify multitenant deployment by configuring a shared PostgreSQL database. This allows multiple tenants to pull data from a single, secure source.

Enhanced SSH support for MongoDB and MySQL

Bolster security with SSH tunneling in Bold Data Hub for both MongoDB and MySQL. This keeps your critical data protected while in transit.

Designer and server improvements

Dashboard versioning with comments

Easily track changes. When publishing a new version, you can now add descriptive comments, making it simpler to see who changed what and why.

Dashboard versioning with comments

Default groups for new users

Automatically assign newly added or imported users to a default group to simplify permission management and ensure everyone starts with the right access levels.

Default Groups for new users

User-friendly dashboard navigation

We’ve enhanced the Button widget to pass filters and parameters when navigating between dashboards, reducing clicks and saving time.

Dashboard navigation

Embedding enhancements

Anonymous embedding based on group permissions

Create more flexible embedded analytics experiences by letting anonymous users access dashboards with predefined group permissions—ideal for public or read-only views.

Anonymous users accessing dashboards

AI Agent and AI Copilot

We’ve renamed our AI Assistant to AI Agent in view mode and AI Copilot in design mode. This refined naming helps clarify the roles of these AI-driven features in your analytics workflows.

Updated embedding API

Be sure to use the updated JavaScript embed file (v10.1.18/boldbi-embed.js) and note the new way to initialize AI features in your embed code: you must now initialize it within the embedAiAssistant property.

Other improvements and minor fixes

In addition, we’ve introduced numerous security updates, performance optimizations, and bug fixes. Here are just a few examples:

  • Performance: Upgraded jQuery and Bootstrap to address known vulnerabilities and improve load times.
  • Security: Hardened script filtering across widgets and data connectors to protect your dashboards.
  • Bug fixes: Resolved issues with random refresh failures in Azure table connectors, improved the Pivot Grid widget’s sorting capabilities, and corrected UI glitches in multitab dashboards.

For a full list of all the new features, enhancements, and bug fixes, visit our release history page.

Conclusion

We hope these updates in Bold BI® 10.1.18 will make your analytics process smoother, faster, and more secure. If you’re ready to get started with Bold BI, sign up for a free trial on our website. If you have any questions or need assistance, feel free to reach out through our website or log in if you already have an account.

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Bold BI v9.1 Release for Self-Service and Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v9-1-self-service-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v9-1-self-service-embedded-analytics/#respond Fri, 10 Jan 2025 11:13:12 +0000 https://www.boldbi.com/?p=140335 Bold BI v9.1 Release for Self-Service and Embedded Analytics

Discover the new Bold BI v9.1 release, offering enhanced features for self-service and embedded analytics to elevate your business intelligence experience.]]>
Bold BI v9.1 Release for Self-Service and Embedded Analytics

Introduction

We are thrilled to share the latest updates in the Bold BI® v9.1 release, which include enhancements for both self-service and embedded analytics. These updates improve the user experience and expand functionality across various platforms, including Windows, Linux, and Docker environments. To download the latest version of Bold BI, visit our account page or log in if you have an account.  Let’s discuss these new features, improvements, and fixes in detail.

General

  • We have provided support for deploying the Bold BI site with Oracle database.
Deploying with Oracle database

Data sources enhancements:

  • We have provided support for the Neo4j connector using ODBC in Bold BI.
    Using ODBC for the Neo4j connector
  • We have provided support for the MongoDB Atlas SQL through the ODBC connector.
    Using ODBC connector for the MongoDB Atlas SQL

Data sources improvements:

  • We have provided support for the fiscal year, quarter year, month year, and quarter in the MSSQL, MySQL, and PostgreSQL connectors, as well as IMDB.
  • We have added support for downloading and uploading dashboards between on-premises and cloud environments in both directions– supported in the DataSources created in version 9.1.
  • We have added support for passing custom attributes to the base URL to restrict the tree view table and view based on the customer API response.
  • We have resolved the issue where the schedule and data alert were not working as expected when using the custom attribute in the connection string.
  • We have resolved the data duplication issue in the grid widget for the Elasticsearch data source.
  • We have fixed the issue where converting a string into an integer value was removed in the preview data in Google Big Query.
  • We have added the new icon for Microsoft Dynamics CRM Sales.
  • We have resolved the issue where using a join with an expression took a long time to load when editing the join again.
  • We have resolved the issue where expression values were rounded in the grid widget for the Google Big Query data source.
  • We have fixed the issue where the search option was not working properly in the Google Big Query with more than 100 records.
  • We have resolved the issue where the actual refresh failure was not displayed in the refresh history for the PostgreSQL extract mode.
  • We have resolved the issue where the value didn’t match the designer page in the Redshift data source.
  • We have fixed the issue with uploading and downloading a dashboard to a different IMDB site.
  • We have improved the refresh logs by displaying the refresh failure details and data counts in the refresh history.
  • We hid the Genesys connector on the Connector page.
  • We have fixed the issue where the custom connector was not visible after refreshing when uploading an invalid JSON format in the custom connector.
  • We have resolved the issue where stacked columns were not counting rows of data.
  • We have fixed the issue with the query filter when using null and date values.
  • We have resolved the issue with COT and CONCAT expressions returning errors in data preview for the ClickHouse connector.

Bold Data Hub enhancements:

  • We have provided destination support for the Firebolt, Teradata, IBM DB2, and SapHana Cloud data warehouses in the Data Hub.
    Firebolt cloud data warehouse in the Data Hub
    Teradata cloud data warehouse in the Data Hub
    Sap Hana cloud data warehouse in the Data Hub
    IBM DB2 cloud data warehouse in the Data Hub
  • We have provided Azure App Service support for Data Hub.

Bold Data Hub improvements:

  • We have provided Google Ads connector support in the Data Hub.
    Support for Google Ads connector
  • We have resolved access denied issue in Data Hub when reloading the URL.

AI enhancement:

  • We have provided support for conditional formatting in the AI for Bar and Column charts.
    Conditional formatting in AI

AI improvements:

  • We have provided support for white labeling the AI logo.
  • We have resolved the console error of the AI for dashboard resizing.
  • We have fixed the tooltip color not updating in the dark theme for the AI assistant.

Designer enhancements:

  • We have provided support for a fixed layout to help you maintain a consistent and fixed layout in your dashboard, ensuring they appear as intended across different devices and screen sizes.
    Fixed layout support
  • We have added have added PowerPoint exporting support at both the dashboard and widget levels.
    PowerPoint exporting in dashboard and widget levels

Designer improvements:

  • We have implemented an option to copy (Ctrl+C) data and content from a grid or to view underlying data.
    Copy (Ctrl+C) data or content from the grid
  • We have introduced support for applying both row- and column-level linking in the grid widget.
  • We have enabled the ability to set target types for each column in column-level linking within the grid widget.
  • We have resolved the issue with exporting on port 8085 in a Docker image.
  • We have fixed the visibility issue of menu items in preview mode.
  • We have corrected the alignment of the Add Item button when viewing the underlying data configuration.
  • We have addressed the issue where the selected columns list item displayed empty data in specific cases when viewing the underlying data.
  • We have resolved the hover effect issue for the dynamic translator list item in the banner.
  • We have resolved the problem where uploading the dashboard through the API accepted all formats.
  • We have fixed the issue where the customized refresh button was not displayed in embed view mode.
  • We have resolved the issue where exported values were displayed in millions, despite being formatted in lakhs.
  • We have resolved the issue with dynamic linking failing when a (Blanks) value was passed in the URL.
  • We have fixed the issue where OR filtering did not work correctly when passing parameter values on scheduled dashboard exports.
  • We have resolved the issue when using both banner styles for background and foreground.
  • We have resolved the issue where the upload button remained enabled after successfully uploading a dashboard.
  • We have fixed the issue where the date parameter appeared twice when multiple filters were used in URL linking.
  • We have resolved the issue where swapping columns affected the URL linking of the columns.
  • We have addressed the issue where renaming a column impacted the URL linking of that column.
  • We have fixed the issue where the relative date filter values were not properly reset or removed when changing columns.
  • We have resolved the issue where the dashboard showed no data in the label widget in view mode after migrating the dashboard with the utility.
  • We have fixed the issue where data was not correctly filtered using the dashboard parameter in the date range widget.
  • We have fixed the issue with the visibility of the publish button in design mode.
  • We have fixed the issue encountered when attempting to clear the cache in Redis mode.

Server improvements:

  • We have added support for importing a maximum of 10 user attributes when bulk uploading users from a CSV file.
    Importing a user attributes when bulk uploading users from a CSV file
  • We have implemented dashboard and data sources version control support, ensuring that users with read-only permissions can only access the latest version, while older versions remain restricted.
  • We have provided support to customize the AI logo for each site on the site settings page.
    Customizing the AI logo on the site settings page
  • We have fixed the issue where schedule data alerts were not working when using custom attributes at the connection level.
  • We have fixed the issue where two versions and file logs were added when creating the data sources.
  • We have fixed the issue of URL parameters not working for multi-tab dashboards as expected.
  • We have fixed the issue of URL linking for popups not working in multi-tab dashboards.
  • We have fixed the issue where a slideshow could not be created when a non-admin user had all dashboard permissions (read, write, and delete) along with dashboard view permissions.
  • We have fixed the issue where the settings page was not loading when using Spanish as the application language.

ID improvements:

  • We have provided support to customize the AI logo for each site on the site settings page.
  • We have provided support to activate the user via REST API.
  • We have provided REST API support for uploading theming files.
  • We have added support for accessing a custom widget by including key access information in the config JSON file.
  • We have fixed the issue where the tenant page was not loading properly in the embedded view due to a malformed URL.
  • We have fixed the issue where the settings page was not loading when using Spanish as the application language.

Widget improvements:

  • We have addressed the issue where the average field displayed empty data for specific cases in the pivot grid.
  • We have resolved the problem of nested expressions showing empty data in the pivot grid.
  • We have fixed the tooltip overlap issue in the tree map.
  • We have fixed the tooltip functionality when no marker is present in the line and spline charts.
  • We have corrected a UI glitch involving text and icon items in the button widget when disabled in view and preview modes.
  • We have fixed UI glitches occurring in 4K resolution for widgets.
  • We have resolved the visibility issue of the line in the header of the pivot grid.
  • We have addressed the localization text issue in the POP comparison.
  • We have fixed the customization issue of the no data appearance in the combo box.
  • We have addressed the issue where adding a new column to the widget caused URL linking to collapse.
  • We have fixed the issue in the number card widget where filtered fixed rows and columns were not maintained.
  • We have fixed the issue where the font size did not automatically change in the widget property panel.
  • We have fixed the URL linking functionality when embedded using the button widget.
  • We have resolved the indefinite loading issue in the pivot grid when renaming a field.
  • We have addressed the resize issue when embedding multiple widgets.
  • We have fixed the localization issue related to the font-size property name in the KPI card.

Embedding improvements:

  • We have provided API key support in the SDK-based embedding.
    API key support in the SDK embedding
  • We have provided API support to hide custom expressions and dropdown buttons in the dashboard designer banner in JavaScript embedding.
  • We have provided API support to hide the metric option in both JavaScript embedding and iframe embedding.
  • We have provided API member support for the schedule option in iframe embedding.
    Sschedule option in the iframe embedding
  • We have provided method support for embedding multiple widgets in a single instance by using loadMultipleWidgets from version 8.1.41.
  • We have showcased the icon for viewing saved filters in full-screen mode in JavaScript embedding.
    Embedding multiple widgets at single instance using loadMultipleWidgets
  • We have fixed the issue where the More options link was not hidden when accessed via widget selection and exporting was set to false in the client side.
  • We have fixed the issue where filters were not applied to the public dashboard in programmatic multitab dashboard embedding.
  • We have fixed the issue where the data cache was not working in the token draft SDK-based embedding.
  • We have displayed an appropriate error message when invalid or empty widget names are provided in the loadMultipleWidgets method.
  • We have fixed an issue with loading multiple dashboards by using same dashboard ID or path.
  • We now showcase the proper state in the default view button in the SDK-based embedding.

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 30-day free trial.

Conclusion

I hope these new features, improvements, and fixes in Bold BI® v9.1 release empower you to elevate your data analytics experience to new heights. This update not only enhances the usability and functionality of our platform but also provides you with the tools necessary to make data-driven decisions with confidence. Whether you’re embedding analytics into your applications or using self-service analytics in your teams, Bold BI v9.1 is designed to meet your needs.

Don’t miss out on the opportunity to transform your analytics journey. Get full details of this release on our release history page. For any inquiries, please reach out through the Bold BI website or log in to submit your inquiries if you already have an account. If you’re not yet a Bold BI customer, try it for yourself by signing up for a free trial.

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Bold BI v8.3.17 Release Highlights for Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v8-3-release-for-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v8-3-release-for-embedded-analytics/#respond Tue, 10 Dec 2024 11:12:41 +0000 https://www.boldbi.com/?p=138026 Bold BI v8.3.17 Release Highlights for Embedded Analytics

Discover what’s new in Bold BI v8.3 release! Learn about the new features, enhancement, and fixes designed to enhance your embedded analytics experience.]]>
Bold BI v8.3.17 Release Highlights for Embedded Analytics

Introduction

We are excited to announce the latest Bold BI® release, v8.3. A highlight of this release is the new ability to use API keys instead of token-based authentication to connect to API services. Other new features and enhancements for embedded analytics are available for Windows, Docker, and Azure platforms. These updates improve security and the user experience while streamlining integration with existing embedded BI systems. To download the latest version of Bold BI, visit our account page or log in if you have an account.  Let’s take a closer look at these new features and improvements.

Server enhancements:

  • We have added support for the API Key as an alternative to token-based authentication for connecting to API services.
API Key
  • We have introduced support for custom email templates, allowing users to personalize all email templates for their communications.
Custom email template

Server improvements:

  • We have added support for including yesterday’s date in scheduled emails as a customization option.
  • We have added support for selecting the source category or dashboard name during the creation of dashboards for deployment.
Dashboard Creation for Deployment
  • We have added support for removing downloaded files from an offline page.
Remove Download Dashboard
  • We have added support for retrieving items created by a specific user using a query string in the API.
  • We have removed the “Moved” keyword from the move dashboard functionality to utilize the current dashboard name.
  • We have added support for attaching the content of the grid and pivot widgets to the body of emails when scheduling emails in Excel format.
Widget Data Demo
  • We have added five sample dashboards by default during site deployment.
  • We have fixed the issue where the alphanumeric values were not supported in email addresses during the addition or update of users.
  • We have fixed the schedule dialog issue so that it is now properly displayed at 150% resolution.
  • We have fixed the issue where the SMTP was unable to connect when using port 25 with SSL.
  • We have fixed the issue where the SSO default login was not functioning properly.
  • We have fixed the issue where JWT token authentication callback redirection was not functioning correctly.
  • We have fixed the issue where the IsMaster site update was not functioning correctly when creating a site via the API.
  • We have fixed the issue where the HideHelpLink functionality was not working in certain areas.

Designer enhancement:

  • We have added support to pass master widget filter information through widget linking.
Pass Master Filter WidgetInfo
  • We have added support to filter date-type functions for date columns in URL filtering.
Date-function in URL Filtering

Designer improvements:

  • We have improved the performance of the Assign Data panel when the widget is configured with more than 10 columns.
Assign Data Panel Performance
  • We have resolved the white-labelling issue in dashboard design modes.
  • We have fixed the issue with inconsistent records being displayed when viewing underlying data.
  • We fixed the issue where underlying data would not open when clicking on data points in chart widgets.
  • We have resolved the issue where zeros were not being preserved during Excel export.
  • We have fixed dashboard linking when attempting to link a dashboard parameter in the Embed sample.
  • We have fixed value label positioning at the bottom.
  • We have resolved the issue where the filter configuration changed every time when changing the position of a filter widget in the container widget.
  • We have resolved the visibility issue of the Cancel icon in the custom underlying data configuration in the dark theme.
  • We have resolved the issue where the red band used for error messages in upload was too dark, affecting readability.
  • We have addressed the inconsistent terminology and grammatical errors when downloading and uploading dashboards.
  • We have addressed the grammatical error in the close dialog of the Upload feature.

Data Hub enhancements:

  • We have added support for the Clickhouse as destination data warehouse in the Bold Data Hub.
ClickHouse Data Warehouses

Data Hub improvements:

  • We have added white labelling support for the Data Hub.
  • We have provided support to combine data from multiple databases using the same table names in the Bold Data Hub’s union support.
  • We have provided a relative date parameter option in the Data Hub for web connectors.
  • We have added support to execute Python script whenever opening a dashboard.
  • We have fixed the context menu not closing when clicking outside it.
  • We have added an empty query validation option for the code editor.
  • We have added validation for empty pipelines when moving to transform.
  • We have resolved the issue with drag-and-drop not working in the transformation to change the execution order.

ID improvements:

  • We have added support for customizing the Login button content in the configuration settings.
  • We have disabled the email inherit option on the UMS page when email settings are not configured to prevent unexpected issues.

Data source improvements:

  • We have provided support for displaying newly added data in Google Sheets after deleting and re-uploading a new file in Google Sheets.
Re-uploading a new file in the Google Sheet
  • We have added support to display data source meta data, including refreshed time, in the dashboard metrics.
  • We have upgraded to the latest version of DLLs to avoid vulnerabilities.
  • We have improved dashboard rendering performance by 2x by reducing the basic user-based filter mode in each widget, applicable only in view mode.
Dashboard Rendering Performance in View Mode
  • We have added support for a customization option to increase the web request timeout.
Web Request Timeout Improvement
  • We have implemented support for STDDEVSAMP and STDDEVPOP expressions in the ClickHouse data source.
STDDEVSAMP and STDDEVPOP Expressions in the ClickHouse
  • We have provided support to restrict tables in the tree view and enable or disable the query designer option based on the API request.
Restrict Tables in Tree-view
  • We resolved the error encountered while uploading a dashboard using an invalid order of expression creation in the MySQL.
  • We have provided support to restrict tables in the tree view and enable or disable the query designer option based on the API request.
  • We resolved the error encountered while uploading a dashboard using an invalid order of expression creation in the MySQL.
  • We have resolved the Base64 error in the CSV/Excel data source connection when uploading the dashboard to the cloud site.
  • We provided support for string aggregation in preview mode in SQL Server.
  • We have resolved the issue of being unable to add a new column in Code View without affecting expressions.
  • We have disabled the help link on the upload dashboard’s edit connection page based on a property.
  • We have resolved the issues with the DateTime data type in Google BigQuery.
  • We have fixed the grid summary row issue with the expression column in extract mode.
  • We have resolved the issue where newly updated data was not reflected in the dashboard when connecting to an MSSQL stored procedure data source with the internal cache option.
  • We now display a proper error message when there is an issue with the intermediate database.
  • We have resolved the data type mismatch error when connecting to a stored procedure.
  • We have fixed the issue where the custom date was not working when using the date-converted expression.
  • We fixed the minor typos in the ODBC UI.
  • We have optimized the retrieval of all schedule IDs for data sources by executing a single query from the intermediate database server.
  • We have resolved the issue where the UI would freeze and fail to show any loading indicator in the Web API data source.
  • We have added a new property to skip the modified date when updating columns in a dashboard and data source via the API.
  • We have resolved the issue where the refreshing after renaming tables in the source incorrectly showed the status as successful.
  • We have displayed a more descriptive error message when there is a date type mismatch.
  • We have fixed the issue where renaming a column in a table was not reflected in the data sources.
  • We have resolved the issue of being unable to connect to the AppFolio data source.
  • We have resolved the issue where the Run button was hidden, preventing schema updates in the Google BigQuery data source.
  • We resolved the issue where user filters were not working properly when using data source mode.
  • We have resolved the date conversion issue in the data source designer for Google BigQuery.
  • We have resolved the issue where using the date picker (range) with a custom relative date filter resulted in an error.
  • We have handled the use of the USING statement for executing commands in PostgreSQL.
  • We have resolved the issue with connecting to a data source using the database for users who have access only to that specific database.
  • We now display the correct data type UI for different connections of Amazon Aurora and RDS data sources.
  • We have resolved the issue with encountering an undefined error on the Data Source and Query pages when no data source is available in the user filter data source.
  • We have added a tooltip for the clear data source search icon to improve user guidance.
  • We have resolved the issue where the date range filter, including the start and end date options, was not functioning correctly and failed to filter data for the specified time period.
  • We have fixed the issue where the threshold icon was displayed when using a table mode data source.

Widget improvements:

  • We have provided fit-to-content support for the number card and KPI card.
Fit to Content in Card and KPI Card
  • We have fixed the culture-based number formatting issue while exporting to Excel.
  • We have fixed the grid summary row alignment issue while export to Excel.
  • We have fixed the issue with the card widget background image being removed when a filter was applied after switching from one dashboard to another.
  • We have fixed the primary and secondary color null exception occurring when POP settings were configured in the grid.
  • We have fixed the issue where the filtered data was not displayed in the underlying data when the custom option was selected.
  • We have fixed the issue where the background color applied through conditional formatting for the KPI card did not work in Preview and Publish modes when the data cache was enabled.

AI improvements:

  • We have improved the AI assistant widget’s generation quality with an upgrade of the back-end model to GPT 4o from GPT 4o-mini.
  • We have resolved the issue where the chart widget’s axis name was consuming excessive space in the AI assistant.
  • We have removed unnecessary menu options for widgets generated in the AI assistant.
  • We have fixed the issue where the AI assistant icon was not displayed when the service was running as a sub-application.

Embedding improvements:

  • We have added API member support for multilocalization in iframe-based embedding.
Multi-localization in Iframe-based Embedding
  • We have provided a new method for clearing filters in SDK-based embedding.
Filters Clearing in SDK-based Embedding
  • We have provided an event to resize widgets in the mobile layout for SDK-based embedding.
Mobile Layout for SDK-based Embedding
  • We have fixed the issue with the data source iframe embedding that allowed redirection to the designer page from the data source page.

Important Note

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 30-day free trial.

Conclusion

The Bold BI® v8.3 release is packed with exciting new features and enhancements that elevate your data visualization experience. Don’t miss out on the opportunity to explore these powerful tools and see how they can transform your business insights. Start your free trial today and unlock the full potential of Bold BI for your organization.

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. Also, please feel free to check out our release history page for our regular product updates.

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Bold BI v8.2.22 Release Highlights for Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v8-2-release-for-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v8-2-release-for-embedded-analytics/#respond Thu, 14 Nov 2024 14:35:43 +0000 https://www.boldbi.com/?p=133742 Bold BI v8.2.22 Release Highlights for Embedded Analytics

Enhance your embedded analytics experience with Bold BI v8.2 release! Explore its new features & updates designed to boost your analytics experience. Start now!]]>
Bold BI v8.2.22 Release Highlights for Embedded Analytics

Introduction

We are excited to announce the Bold BI® v8.2 release, featuring site-level JWT authentication and other enhancements for embedded analytics across Windows, Docker, and Azure platforms. These updates improve security and the user experience while streamlining integration with existing systems. To download the latest version of Bold BI, visit our account page or log in if you have an account. Let’s take a closer look at these new features and improvements.

New Features:

Server enhancements:

  • We have provided support to configure JWT authentication at the site level.
    JWT Authentication Site Level Configuration

ID enhancements:

  • We have provided API support to add and update OpenID and OAuth settings.

Bold Data Hub enhancements:

  • Added support for Amazon redshift as destination data warehouse in Bold Data Hub.
    Amazon Redshift

Improvements

Server improvements:

  • We have provided support in schedules to include dashboard query parameters.
    Parameterized Schedule
  • We have fixed the issue in the show-and-hide the Bold Data Hub using a custom UI configuration.
  • We have fixed the issue in hiding the AI chat option in the dashboard.
  • We have fixed the issue where the expand menu icon automatically redirects to the Bold Data Hub Page.
  • We have fixed the issue where schedule menu not shown issue due to user-based menu.
  • We have fixed the issue in editing the username.
  • We have fixed an issue in which the next scheduled date for data source refresh was computed improperly for monthly schedules.

ID improvements:

  • We have provided support to install the Bold BI in lower versions of MySQL and MariaDB.
  • We have added the log files to monitor the silent installation process.
  • We have added a CSRF token to requests, fixed an SSRF vulnerability, and opened a redirect upon login to improve application security.
  • Users management page now displays the type of account activation method (Automatic or Email) used during the account creation

Bold Data Hub improvements:

  • Provided direct Import support for Google BigQuery, Snowflake and Amazon Redshift destination without duckdb dependency in Bold Data Hub.
    Bigquery Direct
    Redshift Direct
    Snowflake Direct
  • We have provided Azure Blob storage support for the Bold Data Hub.
    Azure Blob Storage Support
  • We have provided support to combine data from multiple databases using the same table names in the Bold Data Hub.
    Multiple Databases
  • We have provided destination tab to preview the data moved in Bold Data Hub other than Google Bigquery, Snowflake and Amazon Redshift Destination.
  • We have fixed the SQL server name with slash throwing object reference issue.
  • We have fixed the SQL Server destination not working issue when port number is not configured in the SQL Server.
  • We have resolved oidc login error in the Bold Data Hub
  • We have fixed the last modified date not updated when running the pipeline more than once in Bold BI.
  • We have resolved an issue where Excel file not working when having brackets in the file name in Bold Data Hub
  • We have resolved an issue where data is showing in logs when creating Google Analytics pipeline in Bold Data Hub
  • We have resolved oracle connector not working in Bold Data Hub when using different user other than system.
  • We have resolved the Module Not Found Error – No module named ‘sqlalchemy’ in the Bold Data Hub.
  • We have resolved the data hub not working issue when using localhost in the docker environment.

Widget improvements:

  • We have introduced a tooltip customization option for the latitude and longitude fields in the map widget.
    Tooltip Custom
  • We have fixed the issue where the applied condition formatting for negative values varied when comparing the schedule and dashboard export for the KPI card widget.
  • We have fixed the issue where the virtual scroll in the chart widgets was not functioning correctly when using the Running Sum expression.
  • We have fixed the UI glitches related to the background color of the Grid widget content issue.
  • We have fixed the alignment issue when enabling the summary row.
  • We have fixed a localization issue for the date picker placeholder.
  • We have fixed the data retrieval issue when customizing the fiscal year with a row field.
  • We have fixed the filter option not showing when resizing the widgets.
  • We have fixed the summary row not being shown when an expression summary row was added to a grid.
  • We have fixed the issue where the more-options icon UI was not displaying when hovering over tabs inside widgets.

Designer improvements:

  • We have added an option in the dashboard properties section to restrict the mobile view on desktop for the viewer.
    Restrict Mobile View on Desktop
  • We have provided support to enable or disable metrics in the dashboard viewer.
    Enable or Disable Metrics
  • We have fixed the issue causing the designer service to go down when shipping the dashboard during site creation.
  • We have fixed the issue where measure formatting was not working in the pivot widget when using the Show Value option.
  • We have fixed the issue where custom date-time formatting did not work correctly in Excel export.
  • We have fixed the issue where virtual scrolling was not functioning in dedicated filters.

Data source improvements:

  • We have implemented row-level security for the organization hierarchy levels using Code View mode.
    Row-Level Security
  • We have provided support for using another data source dashboard parameter in a Web API export.
    Web API Export
  • We have added a customization option to improve performance by limiting tree view data when loading tables and views in the query designer for the Oracle live connector.
    Oracle Tree View
  • We have resolved the issue of being unable to use the dashboard parameter in the data filter.
  • We have resolved the issue faced when creating the division aggregation expression in code view mode for the Oracle data source.
  • We have resolved the Error 1002: “Illegal mix of collations (utf8mb4_0900_ai_ci, IMPLICIT) and (utf8mb4_unicode_ci, IMPLICIT) for operation ‘=’” in the MySQL Connector.
  • We have fixed the issue where field-based sorting could not be applied when using complex code in view mode queries in the SQL connector.
  • We have fixed the data preview issue when connecting to a CHAR(36) column in MySQL Live.
  • We have resolved the issue with the Elasticsearch data connection, which was processing only 1000 records even though the database contained more, in Extract mode connection.
  • We have resolved the issue where the raw body is not showing when clicking on “Edit Connection” of the New Relic data source.
  • We have resolved the issue where the date casting expression resulted in an error within the Snowflake data source.
  • We have resolved the issue where rule color customization was not working in the ClickHouse connector.
  • We have resolved the issue where the filter option for the date column in the grid was not functioning, and the filter option in the grid was case-sensitive when using the ClickHouse data source.
  • We have resolved the issue where Excel export is not working when using a link to a specific date in the relative date filter of the ClickHouse connector.
  • We have have displayed the number of rows in the Data Source Designer table with appropriate separators.
  • We have resolved the issue where the relative date filter was not working with the Google Big Query live data source.
  • Now, you can use the REGEXP operator instead of the LIKE when searching for table names in the Oracle data source.
  • We have resolved the issue where data alerts were not working in scheduled mode when using an IF expression on the scheduling page.
  • We have resolved the issue where gradient color customization was not working.
  • We have fixed the issue where the data type displayed as ‘unknown’ when creating a custom connector data source using the REST API.
  • We have resolved the issue where dashboard parameters appeared blank when opened for a stored procedure inside a data source.
  • We have resolved the issue of being unable to connect to a large file in Azure Blob.
  • We have resolved the issue with the Grid Summary Row for the Expression column in extract mode.
  • We have resolved the issues with the datetime data type in Google Big Query Connector.
  • We have resolved the issue where newly updated data was not reflected in the Bold BI dashboard when using an MSSQL stored procedure data source with the internal cache option.
  • Displayed the configured data source name in every widget info UI.
  • Fixed the issue where the data source name is not validating in the Edit Connection of the data source query.
  • Resolved the issue of being unable to create a Jira data source using the dashboard parameter in the URL.
  • Addressed the unhandled exception issue that occurred when a column name starting with a dot was used while establishing a MongoDB ODBC connection.
  • Fixed the error encountered when applying a summary row and filter simultaneously in the date column of the data connector.
  • Resolved the issue with publishing a sample dashboard from one site to another.

AI improvements:

  • We have hidden the help icon and a usage icon for the AI chat when the feature is white-labeled.
  • We now display the value labels for AI-generated widgets by default.

    Show value labels for AI-generated widgets
    Show value labels for AI-generated widgets
  • We have added support for a Dark theme for the AI assistant.

    Dark Theme in AI Assistant
    Dark Theme in AI Assistant
  • Added support to enable the AI assistants in embedded applications.
  • We have added support to enable the AI assistants in the embedded applications.
  • We have resolved the issue where the AI was returning a message saying data does not exist, even though it was present in the table.
  • We have corrected the issue where the AI chat icon was not displayed due to an SSL configuration problem.
  • We have addressed the issue where using both the offline license key and online license settings created two entries.
  • We have corrected the issue where the AI chat window did not hide in the Query Designer when creating a new data source.
  • We have fixed the issue where the AI-generated widget was rendered as cropped when the AI assistant was resized.
  • We have fixed the issue where the QnA widget was not deleted by using AI chat Assistant.

Embedding improvements:

  • We have provided an API to enable the AI assistant feature for both the viewer and designer in the iframe embedding.
    AI assistant feature in Iframe Embedding
  • We have added an API member support for multi-localization in the SDK-based embedding.
    Multi-localization in the SDK-based Embedding
  • We have added a mobile view property that allows users to disable mobile view when the browser width reaches a specified pixel threshold for both SDK-based and Iframe embedding.
    Mobile View Property in JS Embedding
    Mobile View Property in Iframe Embedding
  • We have fixed an issue where an invalid error message was displayed when the Group-based Authorization settings were incorrect in the server settings for the SDK-based embedding.

Important Note

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 30-day free trial.

Conclusion

Ready to elevate your embedded analytics experience? The Bold BI® v8.2.22 release is packed with exciting new features designed to help you uncover deeper insights with ease. Don’t miss out—explore all the details of this new release and stay updated on future product enhancements by visiting our dedicated release page!

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!

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Bold BI v8.1 Release Highlights for Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v8-1-release-for-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v8-1-release-for-embedded-analytics/#respond Thu, 10 Oct 2024 16:01:38 +0000 https://www.boldbi.com/?p=130126 Bold BI v8.1.24 Release Highlights for Embedded Analytics

Explore the new features & improvements in Bold BI v8.1 release for embedded analytics, designed to enhance your business intelligence solutions.]]>
Bold BI v8.1.24 Release Highlights for Embedded Analytics

Introduction

We are excited to announce the Bold BI® v8.1 release, packed with enhancements to your embedded BI experience across Windows, Docker, Linux, Kubernetes, and Azure environments. This new release introduces significant product updates designed to streamline your user experience. To download the latest version of Bold BI, visit our account page or log in if you have existing account.

This blog will explore v8.1’s features, fixes, and improvements in detail.

Server enhancements

  • We have provided support to configure IP whitelisting, enhancing the security of the Bold BI sites.
    Support to configure IP whitelisting
  • We have added functionality to view application activities performed by users in both the Server and UMS in on-premise deployments.
    View activities performed in both the Server and UMS in on-premise deployments
  • We have provided subcategory support to enable more efficient organization and management of your dashboards.
    Subcategory support

Server improvements

  • We have included an option to enable the performance and query metrics in a dashboard.
  • We have included support for data alert creation in an existing Schedule API.
  • We have renamed Merge Data Source to Append Data Source and moved it under the New Data Sources category.
  • We fixed the extra margin issue in the dashboard designer iframe embedding when resizing the browser.
  • We resolved the issue with the Get System Setting API not functioning correctly when inheriting settings from UMS.
  • We fixed the CORS settings issue when updating from the REST API.
  • We fixed the issue of a duplicate Session Timeout dialog appearing when using the same pager preview form in the custom UI.

Designer enhancements

  • We have provided support for a dynamic language translator.
    Dynamic language translator

Designer improvements

  • We have provided support for grouped AND/OR conditions in the URL filter.
  • We have fixed the dashboard upload failure problem when same connection exists in the database.
  • We have modified the info content for ‘Enable Page Wise Exporting’ option in PDF export dialog.
  • We have fixed the issue where the saved data alert schedule did not open in the UI when using the Data Alert API validation.
  • We have fixed the Redis connection timeout issue when accessed by 3,000 users.
  • We have fixed the sub-category design issues in the publish dialog.
  • We have fixed the sorting does not apply issue when pivot grid is configured with Year in rows and columns.
  • We have fixed the pivot foreground and background not working properly issue when conditional formatting is applied.
  • We have fixed the Grid KPI Column Data showing 100% instead of 0% issue when actual and target value is zero (0).
  • We have fixed the filters not working issue when custom view data is configured.
  • We have resolved the error in the query mode of the dashboard parameter when the connection is not configurable.
  • We have fixed the widget removal issue in server when removing widget from embed application.
  • We have fixed the filtering is not working issue when Null/Blank replaced values are filtered through text filter and Allow filtering option in Grid widget.
  • We have fixed the issue where the applied filter was not displayed on the view’s dashboard.
  • We have resolved the data source duplication issue that occurred while uploading the dashboard.
  • We have fixed the issue where the map widget was not rendering with data cache when using Marker customization.
  • We have fixed the issue where filter data was not maintained in the view’s underlying data with the custom option.
  • We have fixed the issue where it was not possible to edit the column name properly in view data customization.

AI enhancements

  • We have introduced a new Conversational AI Assistant in Bold BI Designer and Viewer to enable intuitive, natural language interaction with dashboards and data.
Conversational AI Assistant in Bold BI Designer and Viewer

AI improvements

  • We have enhanced the Q&A widget with improved stability in multiple filters and series for widget generation.

Embedding enhancements

  • JavaScript Embedding – Provided an API to enable the AI assistant feature in both the viewer and designer.

Embedded BI improvements

  • We have provided support to navigate seamlessly between the viewer page and the designer page in the iframe embedding, facilitating smoother collaboration.
    Navigation support for iframe embedding
  • We have added support for JavaScript embedding to retrieve the height and width from either the element itself or its parent element, and we have made the height and width API optional.Obtaining height and width from the element in JavaScript embedding
  • We have added the types support for the dashboard options in the typescript.
  • We have improved the performance of rendering multiple widgets in the JavaScript embedding.
    Rendering multiple widgets in the JavaScript embedding
  • We fixed a console error in the JS embedding that occurred when switching dashboards before the initial dashboard had fully rendered.

Bold data hub enhancement

  • We have provided support to use oracle, snowflake, and google bigquery data warehouses as the datastores in the Bold Data Hub.
    Using Snowflake datawarehouse as a datasource in the Bold Data Hub
    Using the oogle bigquery data warehouse as datastore in Bold Data Hub

Bold data hub improvements

  • We have provided support to YAML and Amazon DynamoDB connectors in the Bold Data Hub.
    YAML Connector
    Amazon DynamoDB Connector

Data sources improvements

  • We have improved the performance of the REST data source workflow by initially transferring 10 pages of records, with the remaining data transferred during refresh.
    REST data source
  • We have provided support for the pagination and dashboard parameters in the API to export raw data from the data sources.
    Support for pagination and dashboard parameters in the API to export raw data
  • We have customized the default data source loading experience in the preview designer for large data sources.
  • We have provided dashboard parameter and custom attribute support to the SSAS connector.
    Dashboard parameter and custom attribute support in SSAS connector
  • We have provided incremental refresh support to the Twilio data source.
    Incremental refresh support to Twilio data source
  • We have provided support to include the current value in the relative date filter.
    Including current value in the relative date filter
  • We have resolved the object reference issue when adding the expression in an invalid query in code view mode.
  • We have resolved the encryption issue when publishing the data source to another site.
  • We have resolved the issue with the data source initial filters not retaining the include and exclude values.
  • We have resolved the issue with viewing underlying data when using the custom attribute in the SSAS connector.
  • We have resolved the issue where the initial filters were not properly maintaining the “Exclude” and “Include” values in the data filter.
  • We restricted the Append Data Source icon from being enabled for appended data sources.
  • We have resolved the issue related to custom attribute errors in live mode connections for the PostgreSQL data source.
  • We have fixed the issue where dashboard parameter date-type fields appeared blank in table mode.
  • We have resolved the “Object reference” not set issue in the template dashboard with the dashboard parameter.
  • We have resolved the issue where the Google AdSense connector was not connected.
  • We have resolved the object reference issue when searching for an unavailable data source and importing the existing sample data source.
  • We have resolved the issue of being unable to upload in both Live and Extract modes for the Google BigQuery dashboard.
  • We have resolved an object reference issue when configuring the refresh setting and switching between Extract and Live connections.
  • We have resolved the issue where a new data source could not be created and was instead being appended to an existing data source.
  • We have resolved the issue where the “OK” tab was not working for the IN and NOT IN number data filters in the Oracle data source.
  • We have resolved the object reference issue in all extract data sources after deleting the code view with the query filter.
  • We have resolved the object reference issue when removing a data source name and saving it in Edit Connection.
  • We have resolved the issue where the query filter was not maintained in the datasource when using the Boolean data type.
  • We have resolved the issue where the ‘Refresh Failed’ message was empty when a folder or file name was renamed or deleted in SharePoint.
  • We have fixed the issue where OAuth accounts could not be deleted.
  • We have resolved the issue where the card widget displayed an incorrect count in MYSQL IMDB.
  • We have resolved an object reference issue when executing the query without dragging and dropping the table in code view mode.
  • We have resolved the issue in the dashboard where the total percentage expression used in a filter caused an error.
  • We have resolved the issue where the data type was automatically changed when clicking “Change Column Type” instead of selecting a specific data type.
  • We have resolved the issue where the data source was breaking when updating the column using the REST API.
  • We have resolved the issue where the widget was not displaying all the data in oracle connector.
  • We have resolved the issue where the relative filter returned an empty result to the grid with the POP widget.
  • We have fixed the filter issue that caused unchecked null and other values to appear in charts.
  • We have resolved the issue with reconnecting the data source in MySQL.
  • We have fixed the issue where the query execution message was not properly visible on the query designer page in Dark mode.
  • We have fixed the issue preventing the MSSQL data source from being saved.
  • We have fixed the issue with the period-over-period filter not functioning in the Google BigQuery dashboard.
  • We have fixed the issue where the dynamic connection using a dashboard parameter was not working for the MongoDB connection.
  • We have resolved the issue where year filtering did not work in Google BigQuery.
  • We have resolved the issue where the data filter condition in the data source reverted from “AND” to “OR” even after saving the data source.
  • We have hidden the “Run” button for extract mode data sources.
  • We have resolved the issue where the expression value was not retrieving data properly in the Elasticsearch data source.
  • We have resolved object reference issue and implemented the API for adding multiple columns while rendering the dashboard and data source.
  • We have resolved the issue where getQueryResult was called instead of retrying query execution in Google BigQuery.
  • We have resolved the issue where the date filter was not working in the Google BigQuery dashboard.
  • We have resolved the issue where adding a new expression broke the existing expression when changing the time zone and date language in the site settings.
  • We have resolved the issue where an incorrect date was shown in the date filter when modifying the language and time zone settings on the site.
  • We have resolved the issue where sorting was not working in the pie chart legend when using the Elasticsearch data source.
  • We have resolved the issue where all data was displayed after enabling virtual scrolling with paging in Elasticsearch.
  • We have resolved the issue where Oracle double-type values were not updated in the preview data on the query designer page.
  • We have fixed the issue where columns starting with ‘__’ were not extracted in MongoDB.
  • We have resolved the random object reference issue when using a multiple inner join query in the Google BigQuery connector.
  • We have fixed the issue where user-based filters were not working properly when the user-based filter data source was not included in the dashboard.
  • We have fixed the issue encountered when copying a dashboard with the “Copy the data source” option enabled on a site with a MySQL connection.
  • We have restricted the upload of dashboards in extract mode if the IMDBs are different.
  • We have fixed the issue where the count was not showing when applying pagination for the Elasticsearch data source.
  • We have resolved the issue where the Number card count was not displaying correctly in PostgreSQL.
  • We have resolved the issue where the Grid with Period-over-Period widget was not functioning with ClickHouse.
  • We have displayed an alert popup when saving the data source with invalid columns in expressions.
  • We have resolved the issue of retaining the same name and data type while editing the extract data source.
  • We have fixed the issues related to adding new columns in the live data source table.
  • We have restricted the expression deletion process when the Play button is clicked and displayed an alert popup if there are any changes in the name or data type.
  • We have resolved the issue where the same schema could not be maintained when reconnecting to the same URL in the REST data source
  • We have resolved the issue where the AppFolio data source failed to use next_page_url to handle rate limits.
  • We have resolved the issue where “Capitalize Each Word threw an Index Outside Bounds” of Array error.
  • We have resolved the issue where the custom attribute was not functioning in the MySQL data source when transferring the dashboard to another site using a different database.
  • We have restricted the use of the array_agg() expression while creating the expression.
  • We have displayed the correct custom attribute name instead of “Server Not Reachable” when the custom attribute is not available.
  • We have fixed the issue where column values were either too long or too short when uploading an Excel sheet.

ID improvements

  • We have resolved the issue where the no records to display message appeared on the home page after a refresh.
  • We have corrected the problem with the UseSiteIdentifier node value not updating correctly when changes were made through the Docker environment variable.

Breaking changes

  • The Q&A widget no longer requires manual fine-tuning or configuration. The necessary model is now hosted in a cloud environment, and your Bold BI service will connect to the model via API to generate the widgets.

Important note

  • Now, you need to use the updated embed JS version, hosted in https://cdn.boldbi.com/embedded-sdk/v8.1.41/boldbi-embed.js.
  • We have enhanced the performance of loading multiple widgets in the javascript embedding. Please note that support will work and take effect if the embed SDK Wrapper and Bold BI Server are on the same version effectively from v8.1.41.
  • To enhance the clarity and scope of our platform, we have officially renamed Bold ETL to Bold Data Hub.

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Conclusion

The latest features, fixes, and enhancements for Bold BI® v8.1 will enhance your ability to create more intuitive and visually stunning dashboards. With improved performance, advanced data visualization options, and enhanced user collaboration tools, this release is set to elevate the data analytics experience to new heights. For more information about this new release, please feel free to check our release page.

If you need assistance or have any questions regarding our product updates, please feel free to contact us via the Bold BI website. You can log in to submit your question, if you have an existing account. If you’re not yet a customer, get started with Bold BI now by signing up for a free trial!

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Sneak Peek at Bold BI v8.1 Release for Embedded Analytics https://www.boldbi.com/resources/blog/sneak-peek-v8-1-release-for-embedded-analytics/ https://www.boldbi.com/resources/blog/sneak-peek-v8-1-release-for-embedded-analytics/#respond Thu, 05 Sep 2024 09:14:59 +0000 https://www.boldbi.com/?p=126004 Sneak Peek at Bold BI v8.1 Release for Embedded Analytics

Get a sneak peek of Bold BI v8.1's new features, featuring IP whitelisting for enhanced security, dynamic language translator support, and more.]]>
Sneak Peek at Bold BI v8.1 Release for Embedded Analytics

Introduction

This is an exclusive sneak peek at Bold BI® v8.1! This blog will explore the exciting new features and enhancements for Bold BI self-hosting and embedding! This release brings enhanced support for Windows, Docker, Linux, Kubernetes, and Azure platforms, ensuring seamless integration and deployment. We’re going to go over the highlights of this release that make this version a strong choice for developers and businesses alike!

New features and improvements

Server enhancements

  • We have provided support to configure IP whitelisting to enhance the security of the Bold BI sites.
Support to configure IP whitelisting
  • We have introduced subcategory support to enable more efficient organization and management of your dashboards.
    Subcategory support
  • We have included an option to enable the performance and query metrics dashboards.
  • We have included support for data alert creation in an existing Schedule API.
  • We have renamed Merge Data Source to Append Data Source and moved it under the New Data Sources category.

Designer enhancements

  • We have provided support for a dynamic language translator.
Dynamic language translator
  • We have provided support for grouped AND/OR conditions in the URL filter.

Embedded BI enhancements

  • JavaScript Embedding – Provided an API to enable the AI assistant feature in both the viewer and designer.
  • We have provided support to navigate seamlessly between the viewer page and the designer page in the iframe embedding, facilitating smoother collaboration.
Navigation support for iframe embedding
  • We have added support for JavaScript embedding to retrieve the height and width from either the element itself or its parent element, and we have made the height and width API optional.
Obtaining height and width from the element in JavaScript embedding
  • We have added the types support for the dashboard options in the typescript.
  • We have improved the performance of rendering multiple widgets in the JavaScript embedding.
Rendering multiple widgets in the JavaScript embedding

Data source enhancements

  • We have improved the performance of the REST data source workflow by initially transferring 10 pages of records, with the remaining data transferred during refresh.
REST data source
  • We have provided support for the pagination and dashboard parameters in the API to export raw data from the data sources.
Support for pagination and dashboard parameters in the API to export raw data
  • We have customized the default data source loading experience in the preview designer for large data sources.
  • We have provided dashboard parameter and custom attribute support to the SSAS connector.
Dashboard parameter and custom attribute support in SSAS connector
  • We have provided incremental refresh support to the Twilio data source.
Incremental refresh support to Twilio data source
  • We have provided support to include the current value in the relative date filter.
Including current value in the relative date filter

Bold data hub improvements

  • We have provided support to YAML and Amazon DynamoDB connectors in the Bold Data Hub.
YAML Connector
Amazon DynamoDB Connector

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Conclusion

We are hope that these exciting features and enhancements in Bold BI® v8.1 will elevate your data visualization experience. If you are not yet a Bold BI customer, try out these improvements by signing up for a free trial and take your analytics to the next level with this powerful release!

If you need assistance or have any questions, you can contact us via the Bold BI website, or if you have an account, log in to submit your question. Please feel free to post your feedback in the comments section to influence future improvements.

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Bold BI v7.11 Release Highlights for Embedded Analytics https://www.boldbi.com/resources/blog/bold-bi-v-7-11-release-highlights-for-embedded-analytics/ https://www.boldbi.com/resources/blog/bold-bi-v-7-11-release-highlights-for-embedded-analytics/#respond Thu, 08 Aug 2024 14:24:24 +0000 https://www.boldbi.com/?p=124920 Bold BI v7.11 Release Highlights for Embedded Analytics

Explore the latest features, fixes & enhancements in the Bold BI v7.11 release, designed to elevate your data visualization & business intelligence experience.]]>
Bold BI v7.11 Release Highlights for Embedded Analytics

Introduction

We are excited to announce the release of Bold BI® v7.11! This version is designed to operate across popular environments, including Windows, Docker, Linux, Kubernetes, and Azure, for widespread compatibility. To download the new version of Bold BI, visit our account page or log in if you have an account. Let’s take a closer look at these new improvements.

New Features

Designer

  • Users can now apply a background color or an image as a background to widgets in dashboards.
    Add background color and images to dashboard

Widget

  • We have provided support for a button widget.
    The button widget support

Improvements

Data sources

  • We have provided support for enabling SQL Server Always Encrypted, which keeps client data secure even from employees managing the database it’s in.
    Support for Enabling SQL Server Always Encrypted
  • Users can now apply a filter value in data preview and design modes.
    Applying Filter Value in Data Preview and Design Modes

Designer

  • We have provided support for customizing the columns displayed in view underlying data mode.
    Customizing the Columns Displayed in the View Underlying Data
  • We have provided support for performance metrics in the dashboard view mode.
    Support for performance metrics in dashboard

Server

  • We have provided support for filtering schedules based on the date field and sorting the last run field in the schedule.
    Added date filtering and sorting for “last run” in schedules
  • We have provided a rename support API for dashboards.

Embedding

  • In the Designer, use an API member to enable or disable the Explore Sample DataSource option in SDK-based embedding.
  • Also, in SDK-based embedding, users can employ the new updateDashboardTheme method, which updates without needing to reload the dashboard.

ID

  • We have included the Bold ETL option in the custom_ui JSON file.

Bug Fixes

Embedding

  • We display an appropriate error message when a user lacks permission to view the dashboard in iframe embedding.

Data sources

  • We have resolved the issue with data source encryption and decryption by managing it from the dashboard to the data sources.
  • We have resolved the issue where a custom attribute could not be utilized with the UPPER function in expressions.
  • We have restricted time zone enabling for date columns.
  • We have fixed the issue encountered when uploading the dashboard with Windows authentication.
  • We now display expressions in a pop-up that were causing execution issues in code view mode within the data sources.
  • We have resolved the issue where date-time columns with range filters were not functioning properly in the ClickHouse data source.
  • We conducted a thorough review for grammatical errors across all data source dialogs and pages in Bold BI.
  • We fixed an issue where the data sources loaded with the old connection while using an external API in the UI if the URL was unreachable.
  • We addressed the data source refresh issue for cloud sites.
  • We have fixed an issue where double-clicking the Play button would only retrieve new column fields in Table mode.
  • We have corrected a missing fiscal year issue that was applied at the data-source level.
  • We resolved an issue where the QuickBooks Sandbox’s initial authentication was not functioning properly in Bold BI.
  • We fixed the issue where the query text was not being logged in the HAR file.
  • We resolved the issue where the DayOfWeek functionality was not operational in the ClickHouse data connector.
  • We have addressed the issue where data source columns were not displayed on the query designer page in the SAP HANA ODBC DSN.
  • We have fixed the filter and intermittent reload issues in the ClickHouse data source.
  • We have fixed the query designer resolution issue.
  • We fixed an issue with appending shared tables when using drag and drop in the Append data source.
  • We fixed the issue where YEAR and MONTHYEAR date formats were not functioning in the Google BigQuery data source.
  • We resolved the error thrown when both a user filter and a relative date filter were applied to the same users.
  • We have handled the retry option to prevent the refresh failures in the Appfolio when facing excessive requests.
  • We have improved the error log for the download and upload features.
  • We fixed the issues related to the dashboard parameters and appending data sources.
  • We fixed the issue where editing an SQL connector with Windows authentication was not possible.
  • We disabled the Google Analytics Connector due to deprecation.
  • We resolved the issue where icons were not rendering properly in the box connector.
  • We fixed the refresh logs that were not displaying correctly when encountering large file sizes in SharePoint.
  • We resolved the issue with refreshing in Google Sheets when a self-join was used in the Google Drive data source.
  • We have resolved the data type icon mismatch for Google Cloud live data sources.
  • We display a proper error dialog title on the data source query designer pages.
  • We have hidden the data filter icon issue when initially creating the data sources in code view mode.
  • We disabled the STDEV and VAR expressions in the ClickHouse connector.

ID

  • We have resolved the issue in adding additional parameters for existing database connections.
  • We have resolved issues in creating configuration nodes in upgrade cases.
  • We have resolved the internal server error caused by the upgrade script issue in the UMS home page.

Server

  • Now, the global user attributes are not updated in the site-level user attributes list.

Designer

  • We have resolved the widget configuration issue when using the relative date option with a data cache.
  • We have resolved the issue where the correct preset value was not selected in the dashboard parameter date range picker.
  • We have fixed the issue where leading zeros were missing in the Excel exports.
  • We have fixed the problem of PDF export failing when using a specific localization language.
  • We have fixed the issue where the hidden columns were exported in Excel even when the Include Hidden option was disabled.
  • We have added a reset option for replacing null and blank values with a default value.
  • We have fixed the issue with a # symbol being added to URLs when clicking Click Here during the data cache refresh.
  • We fixed the addition of commas in the Excel cell formatting when the group separator was set to empty.
  • We have resolved the export failure issue when the Month Year type was bound in the filter section.
  • We have resolved the issue where the Know More link in the Excel export failure message was unresponsive when clicked.

Widgets

  • We have added a value-label hiding option for the bar, stacked bar, 100% stacked bar, column, stacked column, and 100% stacked column charts.
  • We have resolved the visibility issue of the expression column in the KPI grid configuration.
  • We have fixed a UI glitch with the more options icon on the KPI card when hovering over the combine/tab widgets.
  • We have corrected the text overflow wrapping issue in the range legend of charts.
  • We have fixed the issue with value labels taking up too much space between the bar and the value in the bar chart widget.

Important Note

Start Embedding Powerful Analytics

Try out all the features of Bold BI with 30-day free trial.

Conclusion

In conclusion, the Bold BI® v7.11 release enhances embedded analytics with powerful new features and an improved user experience, empowering businesses to make data-driven decisions more effectively. Explore these updates on our release page today and feel free to send us suggestions for future improvements.

If you need assistance or have any questions, please feel free to contact us via the Bold BI website. However, if you have an existing account, you can log in to submit your question. If you’re not yet a Bold BI customer, try it for yourself by signing up for a free trial.

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