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How do I create a dashboard view using Bold BI REST API?

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This article explains how to create dashboard views (filtered views of dashboards) using the REST API in Bold BI. The API allows you to create a new dashboard view with specific filters and settings.

Endpoint

ParameterValue
URLCloud BI: {your_domain}/bi/api/v4.0/dashboards/views
Embedded BI: {your_domain}/bi/api/site/{site_identifier}/v4.0/dashboards/views
MethodPost
Content Typeapplication/json
Authorizationbearer< token>

Request Body Schema

{
  "ViewName": "string",
  "ItemId": "string<guid>",
  "ChildItemId": "string<guid>",
  "QueryString": "string",
  "IsPublic": boolean
}

Sample Response Body

{
  "ViewName": "DateView",
  "ItemId": "ba2f719d-466c-442b-b895-23f74e74871c",
  "ChildItemId": "06af4ee8-6a74-4019-ba34-c8345425604a",
  "QueryString": "Year(OrderDate)=1996",
  "IsPublic": true
}

API Parameters

ParameterRequiredDescription
ViewNameYesThe name of the dashboard view
ItemIdYesThe ID of the dashboard
ChildItemIdNoThe ID of the child dashboard, if provided ItemId is multi-tab dashboard's ID
QueryStringYesThe filter value for the widget. You can mention the column name and the corresponding value in the query string. You can also add multiple filter values in this parameter, like 'ShipCountry=“USA”&ShipCity=“San Francisco” ’
IsPublicYesTrue to set the dashboard view as public

Response

{
  "ApiStatus": true,
  "Data": {},
  "Status": true,
  "StatusMessage": "string",
  "Message": "string"
}

Conditions

  • If the user has Read access in Specific Dashboards scope, then the user can create Dashboard Views in those dashboards.
  • The created Dashboard Views cannot be updated/deleted by other users.
  • The owner of the Dashboard View only has share permission on the Dashboard View.
  • The shared Dashboard Views can be modified and saved as another view as the users cannot modify the actual ones.

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RM
Written by Reethika Moovendhan
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