Creating a Dashboard: A Step-by-Step Guide

Creating a dashboard can be a simple and straightforward process. This guide will walk you through the steps to create a dashboard from scratch, configure widgets, and connect them to your data sources.

Step 1: Creating a Data Source

The first step in creating a dashboard is to establish a data source. This is where your dashboard will pull its data from.

1. Navigate to the Data Sources tab in your Bold BI account.
2. Click on the Add Data Source button.
3. Select the type of data source you want to connect to. This could be a database, a file, or a web service.
4. Fill in the necessary details such as the server name, database name, username, and password.
5. Click on the Connect button to establish a connection with your data source.
6. To Know more about how to create a data source follow the documentation link

Step 2: Configuring Widgets in the Design Panel

Once you have your data source set up, you can start adding widgets to your dashboard.

1. Navigate to the Design tab in your Bold BI account.
2. Click on the Add Widget button.
3. Select the type of widget you want to add. This could be a chart, a table, or a map.
4. Drag and drop the widget onto your dashboard.

Step 3: Configuring DataSource to widgets

After adding widgets to your dashboard, you need to connect them to your data source.

1. Click on the widget you want to connect to a data source.
2. Navigate to the Properties tab in the widget settings.
3. Select the data source you want to connect to.
4. Map the fields in your data source to the corresponding fields in your widget.
5. Click on the Apply button to save your changes.
6. To know more about how to configure the data source to the widgets follow the documentation link

By following these steps, you can create a dashboard that provides valuable insights into your data. Remember, the key to a successful dashboard is to keep it simple, relevant, and easy to understand.

References

• Working with Dashboards – Embedded BI | Bold BI Docs
• Creating a Data Source – Bold BI Docs
• Configuring Widgets – Bold BI Docs