Start Learning Bold BI with Self-Help Demos
Explore step-by-step demos to learn how to build dashboards, analyze data, and unlock insights with ease.
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05:25
How to Create Your First Dashboard
03:06
How to Manage Pinboards
03:14
How to Manage a Multi-Tabbed Dashboard
03:05
Dashboard Management: Move, Share, & Delete
04:08
How to Manage Favorites and Unlist Dashboards
02:41
How to Get a Dashboard Link and Maximize Widget View
03:26
How to Share Error Logs, Console Logs, and a HAR file
04:10
How to View the Widget Data in a Dashboard
02:47
How to Enable Drill Down and Drill Up in Bold BI Widgets
05:07
How to Create a Year-Over-Year (YOY) and Month-Over-Month (MOM) Sales Comparison Dashboard
02:33
How to Add Custom Sorting to Dashboards
02:20
How to Add Multiple Filters to a Dashboard Using Custom Widgets
02:28
How to Add Drilldown to a Grid Widget Using Linking
03:01
How to Create Expressions with Custom Attributes in Dashboards
03:01
How to Predict Future Trends Using Forecasting Models
02:36
How to Add a Column using an Expression in Query Designer
03:23
How to Configure Data Filters in Data Sources
02:29
How to Format Columns in Data Sources
03:55
How to Connect to a Data Source in Live Mode
02:07
How to Connect to Stored Procedures in a SQL Server Database
02:41
How to Add Data Caching in Dashboards
03:17
How to Filter Data from Data Sources Using Custom Attributes
03:39
How to Configure Dynamic Connection String Using Custom Attributes in Dashboard
02:51
How to Create a Data Source Using Bold Data Hub
02:30
How to Encrypt and Decrypt Data in SQL Server
03:27
How to Apply Row-Level Security with Multiple CSV Files in Dashboard
01:35
How to Use AI Agent in the Dashboard Viewer
01:53
How to Use Widget Insights
01:54
How to Use the Dashboard Summary
02:10
How to Use the AI Copilot in Dashboard Designer
02:52
How to Use the Unified AI Agent
02:23
How to Use AI Copilot and Agents in Your Dashboards
03:44
How to Configure Custom Attributes at the Group Level
03:28
How to Configure Custom Attributes at the User Level
03:12
How to Add Users
02:46
How to Add Groups and Manage Permissions
04:09
How to Manage Dashboard Permissions at the User Level
02:17
How to Deploy the Dashboard Server Using Docker
01:38
How to Set Up OAuth 2.0 Authorization for Google Apps Integration
02:37
How to White Label Dashboard Server to Match Your Brand
01:13
How to Enable Two-Factor Authentication (2FA) in the Dashboard Server
03:05
How to Restrict Non-Admin Users from Viewing Dashboard Versions
02:38
How to Schedule a Dashboard with Parameters
01:38
How to Retrieve User-Specific Dashboard Lists via REST API
03:06
How to Create User-Based Filters via REST API
01:45
How to Generate Access Tokens Based on User Type via REST API
02:04
How to Generate an Embed Secret Key via REST API
01:53
How to Embed Dashboards in ASP.NET Core Applications
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Recognized by G2, TrustRadius and Visual Studio Magazine for delivering standout performance and value.
I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.
Ravi S.
The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.
Murph M.
It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.
Scott Y.
Users Love Us
Visual Studio Reader's Choice - 2025
Leader - Fall 2025
High Performer - Fall 2025 EMEA
Regional Leader - Fall 2025 AMERICAS
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Capterra - 4.9/5
G2- 4.3/5
GetApp - 4.9/5
Software Advice - 4.4/5
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