Introduction

Getting started with analytics can be overwhelming. New tools, unfamiliar interfaces, and too many features can leave you unsure where to begin. Unlike platforms that overload you from the start, Bold BI^® simplifies the experience with clear, guided onboarding designed to boost your confidence from day one.

Let’s take a look at how Bold BI helps you get set up quickly with all the support you need. But first, you should understand what customer onboarding means in the context of analytics platforms.

What is customer onboarding?

Customer onboarding is the process of introducing new users to a platform and guiding them to become confident users all the way from their first interaction. In analytics, onboarding focuses on helping you generate insights independently, without getting overwhelmed.

When done well, onboarding sets the stage for long-term success. But in many cases, new users face common roadblocks that slow progress or cause frustration. Before diving into how Bold BI makes analytics onboarding easier for new users, let’s first take a look at the common challenges users face when getting started with a new analytics platform.

Common challenges when starting with analytics

Users often struggle with analytics due to:

• Lack of immediate support when you need guidance most.
• Feature overload, where too many options at once leads to confusion.
• Complicated setup steps, which make it difficult for you to get started quickly and confidently.

These initial obstacles don’t just delay progress. They can prevent you from ever reaching your first meaningful insight. Bold BI addresses these challenges head-on with a simplified, user-focused onboarding experience.

How Bold BI simplifies analytics onboarding for every user

Bold BI takes a structured, multi-layered approach to onboarding that guides you at every step, from signup to dashboard creation. Here’s how Bold BI ensures a smooth start for every user.

1. Quick and simple account setup: Creating an account on Bold BI is straightforward and friction-free. You can:

• Choose a login method (Google, Microsoft, or email).
• Set up credentials quickly.
• Get instant access to the dashboard workspace.

This eliminates setup stress and gets you into the platform within minutes.

2. Guided onboarding with interactive tutorials and email support: Bold BI offers built-in interactive tutorials and product walkthroughs that help you:

• Learn how to create dashboards.
• Explore core features hands-on.
• Understand how to work with different data sources.

Onboarding emails guide you through each step of your journey by providing helpful tips, links to key resources, and reinforcement of learning outside the platform.

3. Self-service knowledge base and learning resources: Bold BI provides a range of helpful resources, allowing you to learn at your own pace. Here are a few of them:

• Video tutorials.
• Knowledge base articles.
• Technical blogs.
• Embedded analytics buyer guide.

These resources help you solve problems independently and build confidence.

4. Personalized customer support: Whether you need help with setup, data integration, or advanced dashboard configurations, Bold BI has a customer success team that’s ready to assist by offering:

• Personalized onboarding calls.
• Chat and email support.
• Technical consultations tailored to your business needs.

5. Developer-friendly embedded analytics onboarding: For developers and product teams embedding analytics into applications, Bold BI offers:

• JS SDKs.
• IFrame embedding.
• REST API integrations.

Bold BI has clear documentation and a streamlined setup process, making it easy to integrate analytics even in complex environments. This means both end users and technical teams benefit from a tailored onboarding experience.

Conclusion

Starting with a new analytics tool doesn’t have to be a struggle. Bold BI^® offers clear onboarding, guided support, and user-friendly features, which means you can focus on analyzing your data instead of getting stuck in setup.

Give it a try! Sign up for a free trial today or request a live demo to get started. You can also schedule your Bold BI onboarding call now to discuss your specific needs. For more information, contact our support team.

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

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

AI enhancements

Expanded language support

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

Enhanced customization for grid and scatter plots

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

Direct text replies for data queries

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

Quick data source references

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

Data sources and Bold Data Hub highlights

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

Seamless Bold Data Hub connector integration

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

Real-time data updates for PostgreSQL

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

Salesforce reports connector

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

Multitenant data extraction

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

Create Data Source API Enhancement:

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

Designer and server improvements

Customizable download options

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

Enhanced widget interactions

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

Color palette support for virtual scroll series

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

RTL tooltip support

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

Other improvements and minor fixes

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

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

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

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

Subscribe now for more exciting updates on our upcoming releases!