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.

• We have introduced support for custom email templates, allowing users to personalize all email templates for their communications.

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.

• We have added support for removing downloaded files from an offline page.

• 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.

• 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.

• We have added support to filter date-type functions for date columns 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.

• 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.

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.

• 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.

• We have added support for a customization option to increase the web request timeout.

• We have implemented support for STDDEVSAMP and STDDEVPOP expressions in the ClickHouse data source.

• 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 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.

• 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.

• We have provided a new method for clearing filters in SDK-based embedding.

• We have provided an event to resize widgets in the 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

• You need to use the updated embed JS version, hosted in https://cdn.boldbi.com/embedded-sdk/v8.3.17/boldbi-embed.js.

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.