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How to delete a category with dashboards in it?

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In Bold BI, deleting a category that contains dashboards can be a bit tricky. The Bold BI does not allow the deletion of a category if it contains dashboards. This is a safety measure to prevent accidental loss of important data.

Steps to Delete a Category

  1. Delete all dashboards within the category: Before you can delete a category, you must first delete all the dashboards within it. This is to ensure that no data is lost in the process.

  2. Move dashboards to another category: If you do not want to delete the dashboards but still want to delete the category, you can move the dashboards to another category. Once the category is empty, you can proceed to delete it.

If you encounter any issues while deleting the dashboard or the category, it is recommended to create a support ticket. When creating the ticket, provide the error screenshot along with application logs. This will help us to understand the issue better and provide a quick resolution.

Conclusion

Deleting a category in Bold BI requires careful consideration and a few extra steps. Always ensure to either delete or move the dashboards within the category before attempting to delete it. If you face any issues, don’t hesitate to reach out to the support team.

References

Please note: Always ensure to back up your data before making any changes to prevent any accidental loss.

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Written by Soundarya Mani Meharan
Updated:
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