Faith Akinyi Ouma – Bold BI https://www.boldbi.com/resources Embed Powerful Analytics and Business Intelligence Everywhere Thu, 19 Jun 2025 16:05:50 +0000 en-US hourly 1 https://www.boldbi.com/resources/wp-content/uploads/2025/04/cropped-Bold-BI-Logo-32x32.png Faith Akinyi Ouma – 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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Introducing the BoldSign’s Free PDF Merge Tool https://www.boldbi.com/resources/blog/free-pdf-merge-tool-boldsign/ https://www.boldbi.com/resources/blog/free-pdf-merge-tool-boldsign/#respond Thu, 22 May 2025 09:55:21 +0000 https://www.boldbi.com/resources/?p=145532 Introducing the BoldSign's Free PDF Merge Tool

Introduction BoldSign® is thrilled to announce the launch of our free PDF merge tool, a powerful and user-friendly solution designed to simplify the process of combining multiple PDF files into a single, cohesive document. Whether you’re a student compiling study material, a professional organizing reports, or a freelancer managing client documents, this tool is crafted […]]]>
Introducing the BoldSign's Free PDF Merge Tool

Introduction

BoldSign® is thrilled to announce the launch of our free PDF merge tool, a powerful and user-friendly solution designed to simplify the process of combining multiple PDF files into a single, cohesive document. Whether you’re a student compiling study material, a professional organizing reports, or a freelancer managing client documents, this tool is crafted to meet your needs at no cost and without complexity. With no sign-up required and unlimited file merging, the BoldSign PDF merge tool streamlines your workflow—all for free! Experience seamless PDF merging across all your devices while maintaining enterprise-grade security with BoldSign.

Key features of the BoldSign PDF merge tool

Our free PDF merge tool is packed with features that make it a standout choice for merging PDFs. Here’s what you can expect:

  • Unmatched security: Your privacy is our utmost focus. The merging happens fully within your browser, ensuring files are never sent to a server or saved. This local process provides complete confidentiality and protection.
  • Ease of use: The tool boasts a clear, approachable interface with drag-and-drop simplicity. Add your PDFs, sort them as desired, and combine with a single click—no technical know-how needed.
  • No sign-up required: Unlike other services, our PDF merge tool skips account creation or login. You can start combining files immediately.
  • Cross-platform compatibility: Access the tool effortlessly on Windows, Mac, or Linux via any standard web browser, with no need for software downloads or setup.
  • Page-level customization: Reorder full documents or individual pages within your PDFs. This precise flexibility lets you create a tailored, well-organized output.
  • Preview functionality: Review your files and their arrangement before merging to ensure the result aligns with your needs.
  • Unlimited merging: Combine as many PDFs as necessary, with no caps on file numbers or page counts. For the best performance, we suggest merging fewer than 50 files at a time, though no strict limit exists.
  • No watermarks: Your merged PDFs are pristine, professional, and free from any watermarks, ensuring a clean final product.
  • Some limitations: The tool is highly effective, but performance may vary based on your device’s power and file sizes. Merging very large files or many PDFs at once could slow things down on lower-end devices, though it’s optimized for most common use cases.

Why use the free BoldSign PDF merge tool?

Choosing our PDF merge tool offers a range of compelling benefits that make it the ideal choice for individuals and businesses alike:

Why Use Free BoldSign PDF Merge Tool

  • Cost-effective: Entirely free to use, this tool removes the need for costly software or paid subscriptions. You achieve high-quality PDF merging without spending a penny.
  • Time-efficient: With rapid processing and an easy-to-use interface, you can merge multiple PDFs in moments. Add, organize, combine, and download—it’s that quick, freeing up time for other priorities.
  • Safe and secure: All processing happens locally in your browser, so your files stay on your device. This keeps your confidential documents private and shielded from unauthorized access.
  • Professional outputs: Produce clean, watermark-free PDFs ideal for presentations, reports, contracts, or client sharing. The tool preserves your documents’ quality, ensuring they appear polished and suitable for any audience.
  • Seamless integration potential: While the free merge tool operates independently, the wider BoldSign ecosystem enables users to expand their workflow with features like e-signatures or automated document processes, providing a flexible solution for evolving needs.

Get started with the free BoldSign PDF merge tool

Ready to merge your PDFs? Follow these simple steps to get started with our free PDF merger tool:

  1. Upload PDF: Select Upload or drag and drop your PDF files into the designated area. You can select multiple files from your device.
  2. Arrange your files: Reorder the files or individual pages as needed using the intuitive interface to ensure the final document is structured correctly.
  3. Merge and download: Select Merge & download option to combine your files, and the final merged PDF will be downloaded to your device.
    Get started with the free BoldSign PDF merge tool

Want to take your document workflow further? Check out the BoldSign e-signature solution to turn your PDFs into secure, legally binding agreements with a complete audit trail.

Start Embedding Powerful Analytics

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

Conclusion

Our free PDF merge tool is a game-changer for anyone looking to combine PDF files quickly, securely, and at no cost. With its user-friendly interface, cross-platform compatibility, and robust security features, it’s designed to make document management effortless for students, professionals, and businesses alike. Enjoy unlimited mergers, watermark-free outputs, and the peace of mind that comes with client-side processing that keeps your files private.

Whether you’re streamlining reports, organizing invoices, or preparing contracts, this tool delivers reliable, professional results every time. Get started today with the free BoldSign® PDF merge tool and experience the future of hassle-free PDF merging. For those ready to elevate their workflow with BoldSign, explore the full e-signature platform for even more powerful document solutions.

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Easily Deploy Bold BI on AWS, Azure, and GCP with Terraform https://www.boldbi.com/resources/blog/deploy-bold-bi-using-terraform/ https://www.boldbi.com/resources/blog/deploy-bold-bi-using-terraform/#respond Thu, 15 May 2025 10:29:05 +0000 https://www.boldbi.com/resources/?p=145438 Easily Deploy Bold BI on AWS, Azure, and GCP with Terraform

Introduction Deploying on cloud platforms can be difficult: When you work with AWS, Azure, or GCP, doing everything by hand can introduce mistakes and cause delays. But with Terraform, you can automate setups for all kinds of applications, including Bold BI®. This makes the setup process faster, more reliable, and easier to manage. First, let’s […]]]>
Easily Deploy Bold BI on AWS, Azure, and GCP with Terraform

Introduction

Deploying on cloud platforms can be difficult: When you work with AWS, Azure, or GCP, doing everything by hand can introduce mistakes and cause delays. But with Terraform, you can automate setups for all kinds of applications, including Bold BI®. This makes the setup process faster, more reliable, and easier to manage. First, let’s explore why using Terraform for Bold BI deployment is a great approach.

Why use Terraform for Bold BI deployment?

Terraform is a tool that automates the setup and management of cloud services by using code, ensuring consistent and repeatable infrastructure. When deploying Bold BI across cloud providers and services, offers a powerful way to manage infrastructure with efficiency, consistency, and control.Benefits of using Terraform for Bold BI deployment

  • Repeatable setups: Instead of tediously configuring Bold BI manually, the same script can be used to deploy it in various environments, such as testing or production, without forgetting any key settings.
  • Easy scaling: Terraform lets you ramp up resources quickly to accommodate big data or a growing user base while ensuring minimal performance interruption.
  • Teamwork: Since Terraform scripts can be stored with version control systems such as Git, your team can easily collaborate on updates and modifications, resulting in increased team.
  • Smart cloud spending: Terraform allows you to keep track of deployed resources to prevent waste and keep your deployments cost-effective.
  • Seamless updates: Terraform is used within DevOps environments, allowing for regular updates or modifications to your Bold BI environment with less downtime and manual effort.

Deploy Bold BI on AWS ECS with Terraform

Terraform simplifies deploying Bold BI on Amazon Web Services’ Elastic Container Service (ECS). It handles the creation of resources such as load balancing and container management, speeding up the deployment process and improving performance while ensuring enhanced scalability.

To deploy Bold BI on AWS ECS, follow the steps in this documentation.

Deploy Bold BI on AWS EKS with Terraform

For Kubernetes-based deployment, Terraform handles the setup of AWS Elastic Kubernetes Service (EKS), configuring EKS clusters, node groups, and network resources such as VPCs, subnets, and security groups. This results in faster deployment times and ensures your environment is high performing.

You can deploy Bold BI on AWS EKS by following the steps provided in this documentation.

Deploy Bold BI on AKS with Terraform

Deploying Bold BI on Azure Kubernetes Service (AKS) with Terraform simplifies the configuration of AKS clusters, node pools, and network components. It accelerates the setup process and ensures your environment is secure and highly available.

To deploy Bold BI on AKS using Terraform, follow the steps provided in this documentation.

Deploy Bold BI on GKE with Terraform

Deploying Bold BI on Google Kubernetes Engine (GKE) by using Terraform handles the creation of GKE clusters, node pools, and network resources like VPCs and firewall rules. This ensures that deployments are repeatable and maintain a high level of availability for your BI workload.

Follow the steps in this documentation to learn how to deploy Bold BI on GKE by using Terraform.

Start Embedding Powerful Analytics

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

Conclusion

Automating your Bold BI setup with Terraform makes cloud deployment easier and more reliable across AWS, Azure, and GCP. With the setup process simplified across platforms, you’re now ready to move forward with confidence. Take control of your cloud infrastructure and business intelligence environment—try Bold BI® for free and start using Terraform today.

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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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Syncfusion® Recognized in 2024 Gartner® Hype Cycle™ Reports https://www.boldbi.com/resources/blog/gartner-report-for-analytics-and-ai-2024/ https://www.boldbi.com/resources/blog/gartner-report-for-analytics-and-ai-2024/#respond Mon, 10 Feb 2025 06:51:30 +0000 https://www.boldbi.com/?p=140128 Syncfusion® Recognized in 2024 Gartner® Hype Cycle™ Reports

Syncfusion Bold BI shines in 2024 Gartner Hype Cycle for embedded analytics, offering finance AI, advanced analytics, and BI solutions for better decisions.]]>
Syncfusion® Recognized in 2024 Gartner® Hype Cycle™ Reports

We are excited to announce that Bold BI®, the enterprise embedded analytics solution by Syncfusion®, has been recognized as a Sample Vendor in 2024 Gartner Hype Cycles. We feel this is a recognition of our dedication to delivering top-tier analytics solutions. Specifically, Bold BI has been acknowledged in the Embedded Analytics category across four reports.

Gartner delivers actionable, objective insight on products to executives and their teams. Its expert guidance on tools enables faster, smarter decisions that lead to stronger business performance. “Embedding analytics and data science functionalities (predictive and prescriptive analytics) within websites or business applications via APIs reduces change management and increases analytics adoption close to decision points,” the Gartner report states.

Bold BI is recognized in the Hype Cycle™ for Analytics and Business Intelligence, 2024, which we think reflects its position on the market as a robust platform for integrating analytics into business operations. Bold BI facilitates the easy integration of analytics within day-to-day business applications, smoothing the adoption of analytics for crucial decisions.

Bold BI has also been recognized in the Hype Cycle™ for Finance AI and Advanced Analytics, 2024. By integrating advanced predictive and prescriptive analytics features, Bold BI enables finance teams to gain critical insights and make informed decisions.

How Bold BI Brings Analytics to Everyone

Bold BI is an embedded analytics solution created by Syncfusion that seamlessly integrates into any environment. With it, you can embed robust analytics and business intelligence directly into your applications. It brings clear metrics to everyone through:

  • Robust Features: Over 35 widgets and more than 150 supported data sources allow for comprehensive dashboards.
  • A User-Friendly Interface: Easy access to data and intuitive tools with which to visualize it.
  • AI-Enhanced Features: A versatile AI assistant leverages natural language processing to streamline data interaction. It simplifies the creation and customization of charts, responding instantly to natural language requests in the dashboard designer and viewer.

Gartner noted a significant industry shift in their report: “ABI vendors and embedded analytics vendors have shifted focus away from building reports and dashboards to providing functionality for generating predictive and prescriptive analytics that leverage AI and ML.”

The statement suggests that integrating artificial intelligence (AI) and machine learning (ML) technologies into existing systems or processes is today’s challenge. Bold BI is a leader in addressing this challenge. It is successfully integrating AI and ML into its offerings, making these technologies more accessible outside of traditional data science environments.

We invite you to explore Bold BI sample solutions for your industry, department, or for data analytics to discover the versatility and potential of Bold BI®. For more information, please visit boldbi.com/features. To try Bold BI for yourself, sign up for a free trial.

For us, being acknowledged as a Sample Vendor in these Gartner reports is encouraging. We’re determined to continue developing what we think is a first-class embedded analytics solution.

Additional Recognition

Syncfusion has also been recognized as a Sample Vendor of embedded analytics in other Gartner Hype Cycle reports:

Disclaimer

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Start Embedding Powerful Analytics

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

Related Resources

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Top 5 Business Intelligence & Analytics Trends for 2025 https://www.boldbi.com/resources/blog/business-intelligence-and-analytics-trends-2025/ https://www.boldbi.com/resources/blog/business-intelligence-and-analytics-trends-2025/#respond Thu, 30 Jan 2025 13:34:31 +0000 https://www.boldbi.com/?p=140827 Top 5 Business Intelligence & Analytics Trends for 2025

See how AI, real-time data, and emerging technologies are influencing business intelligence and analytics trends for better decision-making in 2025.]]>
Top 5 Business Intelligence & Analytics Trends for 2025

Introduction

Business intelligence (BI) and analytics are changing how organizations make decisions. In 2025, new trends will help businesses of all sizes. This article discusses five of the major trends that will influence BI, many of which already are.

1.      Empowering decisions with self-service analytics

Self-service analytics allows nontechnical users to analyze data and create reports independently, fostering data-driven decisions. Tools like Bold BI® simplify data exploration with intuitive interfaces. Encourage your team to embrace these tools and provide training to maximize their potential. Learn more in this link.

2.      Embedding analytics into daily workflows

Embedded analytics integrates BI capabilities into CRM or ERP systems, enabling users to access metrics without switching platforms. This integration boosts productivity and supports timely, data-driven decisions. Maximize efficiency by embedding analytics dashboards into existing tools for real-time, relevant data. Learn more in this link.

3.      Real-time data processing

As the need for quick access to information increases, companies are moving toward real-time data analysis. This approach allows businesses to process and examine data as it comes in, helping them make prompt decisions in fields like finance, retail, and healthcare.

4.      Artificial intelligence

In 2025, AI is revolutionizing BI by automating data analysis and predicting trends with better precision. AI-powered tools, like AI assistants, enable natural language queries and speed up dashboard creation. In 2025, AI is going to continue to improve the way businesses interact with their metrics.

5.      Strong data governance for secure and compliant analytics

Proper data governance ensures proper management, quality, security, and accessibility of data within an organization. It’s essential for maintaining data integrity, complying with regulations, and supporting informed decision-making. As cyber-criminals get more crafty and security measures evolve to match them, it’s becoming more important for businesses to review and update their policies regularly.

Start Embedding Powerful Analytics

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

Conclusion

The future of business intelligence and analytics in 2025 is dynamic and exciting. With these trends growing stronger, organizations paying attention to them will gain unprecedented capabilities to thrive in competitive markets. Adopting them early will empower businesses to make smarter, faster, and more sustainable decisions.

To learn more about how these ideas can transform your business strategy, consider exploring the following resources available through Bold BI®:

Ready to leverage these trends for your business? Discover how Bold BI can help you stay ahead in the world of business intelligence and analytics by signing up for a free trial!

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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.

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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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2024 Recap: Bold BI Key Analytics Features & Updates https://www.boldbi.com/resources/blog/2024-analytics-recap-key-features-updates/ https://www.boldbi.com/resources/blog/2024-analytics-recap-key-features-updates/#respond Tue, 31 Dec 2024 13:53:39 +0000 https://www.boldbi.com/?p=140131 2024 Recap: Bold BI Key Analytics Features & Updates

2024 brought exciting progress in analytics—delve into these Features Released for Analytics shaping tomorrow’s business insights and driving smarter decisions.]]>
2024 Recap: Bold BI Key Analytics Features & Updates

Introduction

As 2024 draws to a close, we’d like to look back at all the powerful new features and enhancements added to Bold BI® over the last year. These enhancements were designed to improve data management, data security, and the user experience. We not only streamlined data integration and visualization but also incorporated advanced machine learning algorithms for predictive analytics and real-time data processing. In this blog, we will explore exciting features released in Bold BI.

8 best business intelligence and analytics software updates in 2024

This year, Bold BI has unveiled eight remarkable features that promise to redefine how we engage with data.

AI Assistant

Use the AI assistant to create and customize visuals in the dashboard viewer and designer. When you describe your needs in natural language, the assistant generates relevant visualizations, suggests chart types, and adjusts layouts. Simply input your requirements and let the AI assistant handle the rest, delivering clear, interactive visuals quickly and efficiently. Activate the AI assistant feature in your application to elevate your data presentation and streamline your decision-making process.

AI Assistant feature
AI Assistant feature

Q&A Widget

Create dynamic charts and graphs with ease using natural language commands through the Q&A widget. Working with the AI assistant, the widget interprets your queries and instantly generates relevant visualizations, simplifying data analysis and dashboard creation for users of all skill levels. Learn more about Q&A widget in our documentation.

Q&A Widget features

Token API Support in JS Embedded SDK

Bold BI introduced Token API member support in its JavaScript embedding feature. With the integration of React JS embedding, developers can now implement seamless server authentication via access tokens, enhancing the security of data interactions within their applications. This enhancement improves the customer experience and streamlines the embedding process in applications. It ensures secure and efficient data access, allowing users to enjoy customized and dynamic analytical experiences.

Token API Support in JS Embedded SDK

Dynamic Language Translator

Bold BI introduced a dynamic language translator in its designer, enabling users to create multilingual reports with ease. This functionality enhances accessibility and ensures that users can effectively communicate across diverse linguistic backgrounds.

Dynamic language translator

Embedding Multitab Dashboards

Bold BI provided support for the method loadMultiTabDashboard in embedding. This feature allows you to render multiple dashboards programmatically using JavaScript. As a result, there is no longer a need to create a multitab dashboard on the Bold BI server, streamlining the development process.

Embedding Multitab Dashboards
Final dashboard image of this code

Bold Data Hub

Extract, transform, and load data from multiple source connectors with the Bold Data Hub. This tool enables businesses to manage their data workflows efficiently, allowing them to gain insights more quickly and accurately than ever before. Learn more about the Bold Data Hub in our documentation and see how it can assist you in migrating and optimizing large datasets.

Bold Data Hub feature

IP Allowlisting

Bold BI bolstered its security features by offering support for IP allowlisting, which lets users configure access controls on their Bold BI sites. Restrict access to the Bold BI application to specific IP addresses to ensure that only trusted and authorized users can access the application. This improvement significantly enhances the security framework, ensuring that sensitive data remains protected.

IP Allowlisting

JWT Authentication

Bold BI now supports JWT (JSON Web Token) authentication at the site level, providing an additional layer of security for user sessions. This feature enables organizations to implement more robust authentication mechanisms, ensuring that user identities are securely verified during access.

JWT Authentication

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Conclusion

These eight new features for Bold BI® from 2024 enhance data access, security, and user interactions in its self-service and embedded platforms. Bold BI is dedicated to helping organizations harness their data for better decision-making and innovation. As we approach 2025, utilizing these advancements keep businesses competitive in a data-driven world. Explore Bold BI today to see how to elevate your analytics experience!

For inquiries about Bold products by Syncfusion®, please visit our website or log in if you have an account to submit support questions. You can also try Bold BI for yourself by signing up for a free trial. Thank you for staying updated with Bold BI throughout 2024. Wishing you a Happy New Year as we continue our data journey together!

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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

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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

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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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