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.

Data sources enhancements:

• We have provided support for the Neo4j connector using ODBC in Bold BI.
  

• We have provided support for the MongoDB Atlas SQL through the ODBC connector.
  

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.
  

• 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.
  

• 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.
  

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.
  

• We have added have added PowerPoint exporting support at both the 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.
  

• 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.
  

• 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.
  

• 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.
  

• 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.
  

• 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.
  

• 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.

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.