Welcome to the Bold BI documentation

Bold BI is a business intelligence and embedded analytics platform that enables you to connect to data sources, create interactive dashboards, and share insights across your organization or applications. It also includes AI-powered capabilities to assist with data analysis and dashboard creation.

Use this documentation to configure your environment, build dashboards, manage users, and integrate analytics into your applications.

Set Up Your Environment

Before creating dashboards, configure your environment and access settings:

Configure site settings

Set up general configuration, authentication, and system preferences.

Manage users and roles

Add users, assign roles, and control access permissions.

Work with Dashboards

Start building dashboards using your data:

Create a dashboard

Create a dashboard by connecting to a data source, preparing data, and adding widgets.

Connect to data

Create and configure data sources to retrieve data for dashboards.

Prepare data

Clean, transform, and structure your data before visualization.

AI-powered Analytics

Use AI capabilities to enhance data analysis and dashboard creation:

Use AI Copilot

Generate insights and assist dashboard creation using AI features.

Manage users and roles

Add users, assign roles, and control access permissions.

Build and Integrate Analytics

Extend dashboards into applications and automate workflows:

Embed dashboards

Embed dashboards into applications using secure embedding options and customization features.

Use REST APIs

Manage dashboards, users, and permissions programmatically.

Learning Resources and Updates

Explore additional resources and stay updated:

Demos

View interactive examples demonstrating dashboard capabilities.

Sample dashboards

Explore pre-built dashboards for various business scenarios.

Academy

Access structured training and learning materials.

Release updates

Review the latest features and version updates.