Efficient Template-Based Dashboard Creation in Bold BI

Bold BI offers a streamlined approach to dashboard creation through its efficient template-based system. This feature allows users to create and deploy a primary dashboard template across multiple tenants, making it easier to manage and update dashboards without the need for unique source credentials for each tenant.

Key Features

• Primary Dashboard Template: Users can design a primary dashboard template that serves as a foundation for multiple dashboards across different tenants.

• Multi-Tenant Deployment: The ability to deploy the same dashboard template to various tenants simplifies the management process and ensures consistency across dashboards.

• Custom Attributes: Custom Attributes enhance the administration of dashboards, allowing for easier updates and modifications. This feature is particularly useful for organizations that need to maintain multiple dashboards with varying data sources.

• Simplified Dashboard Generation: The template-driven approach reduces the complexity involved in dashboard creation, enabling users to generate dashboards more efficiently.

Benefits

• Time-Saving: By using templates, users can save significant time in the dashboard creation process, allowing for quicker deployment and updates.

• Consistency: Ensures that all dashboards maintain a consistent look and feel, which is crucial for branding and user experience.

• Flexibility: Users can easily adapt templates to meet the specific needs of different tenants while maintaining a core structure.

Template based dashboard management:

Create dashboards using custom attributes:

1. Create Custom Attributes:

   • Refer to the Configuring Custom Attribute to create custom attributes successfully.

2. Utilize Custom Attributes to Create Data sources:

   • Utilize custom attributes to create the data sources.
     

     
     

3. Create dashboards with the data sources.

Online migration: Publish dashboards across tenants:

1. Create custom attributes in Target site: Before uploading, ensure that the custom attributes are created with the same name in the target site as well.
   
   
2. Publish Dashboards: Publish the dashboard to internal or external site based on the requirement.
   
   

Offline migration: Steps to upload the dashboards:

1. Download the Dashboard: Start by downloading the dashboard.
   

   

2. Create custom attributes in Target site: Before uploading, ensure that the custom attributes are created with the same name in the target site as well.
   

   

3. Upload the Dashboard: When you upload the dashboard, the system will automatically consider the connection details based on the custom attributes created.
   

   
   

4. Ensure the Dashboard: Verify if the dashboard on the target site contains data from the new database.

By utilizing this feature, users can streamline their dashboard management process and utilize same dashboard with individual connections for each clients.

Additional References

• Data flexibility with custom attributes
• Resource migration in Bold BI both offline and online
• Custom Attributes in Bold BI