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How does Bold BI works and its key features?

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Bold BI is a next-generation analytics & business intelligence solution designed to help organizations transform raw data into actionable insights. Bold BI provides a modern web designer and viewer with 35+ widgets (bar graphs, pie-chart, treemap, pivot table, indicators, etc.) that allow you to analyze data without writing code. Whether you need self-service dashboards or a fully embedded analytics experience, Bold BI offers flexible deployment and robust security for teams of all sizes.

Key Features

Effortless Dashboard Creation

  • Build Dashboards in Minutes: Empower users to create or modify dashboards instantly, reducing dependency on IT. Interactive visuals streamline decision-making and accelerate business insights.
  • Data Visualization: Utilize an intuitive drag-and-drop designer with over 40 interactive charts, maps, and graphs to transform complex data into clear, insightful dashboards.
  • Interactive and Drill-Down Capabilities: Gain real-time insights through live dashboards, allowing users to drill down, apply filters, and uncover key trends for faster decision-making.
  • Dashboard Customization: Design dashboards with flexible or fixed layouts to ensure an optimal experience across devices while maintaining consistency and usability.
  • Slideshows / TV Mode: Display dashboards in full-screen slideshow mode for continuous monitoring, ideal for command centers and office displays.
  • Export Options: Provide multiple export formats—including PDF, PowerPoint, Excel, or CSV—for easy sharing and offline analysis.
  • Responsive Design Dashboards: Access interactive dashboards on any device with responsive design, ensuring seamless analytics on the go.

Seamless Data Connectivity

  • Extensive Data Sources: Connect data from files, databases, APIs, or cloud storage, integrating and blending data from over 150 sources, including SQL Server, PostgreSQL, MySQL, Google Analytics, Salesforce, HubSpot, and Zendesk.
  • Data Modeling: Prepare data efficiently with built-in features like filters, joins, expression support, and data type transformations, ensuring a single, consistent view.
  • Inbuilt ETL Capabilities: Bold Data Hub manages data transformation, visual modeling, calculated fields, and multi-source integration without the need for separate tools.
  • Data Processing Modes: Choose between live or extract mode for real-time insights or optimized query performance based on data needs.

Deployment Options

Bold BI offers flexible deployment options, including:

  • Syncfusion Managed Cloud Hosting: A fully managed cloud-hosted solution by Syncfusion with high availability.
  • Self Hosting : Bold BI provides the option to deploy in your own servers like Windows, Linux, Docker and Kubernetes and also in your own cloud like AWS, Azure, Google Cloud.

Integration Methods

Integration is supported through two methods:

  • JavaScript Embedding: Recommended for seamless website integration, providing a smooth user experience through Embedded SDK APIs.
  • IFrame Embedding: An alternative method for embedding analytics into applications.

AI-Powered Insights

AI-Powered Analytics

Engage with AI to create widgets or explore data effortlessly through conversational chat. Users can simply ask questions, generate visualizations, and refine insights instantly. Additionally, AI-generated summaries of dashboards and widgets highlight key trends, anomalies, and actionable insights, enabling informed decision-making.

Predictive Analytics

Leverage AI-driven forecasting and trend analysis to make data-backed decisions and stay ahead of future business trends.

Team Collaboration & Sharing

Version Control

Maintain a history of dashboard changes with built-in versioning. This feature allows users to restore previous versions when needed and track modifications to ensure data integrity and collaboration efficiency.

Collaboration Options

Share, comment, and co-author dashboards in real time. This functionality keeps teams aligned, boosts productivity, and streamlines workflows through transparent, team-based collaboration.

Automated Dashboard Delivery

Set up scheduled deliveries of dashboards as PDFs, images, or Excel files. This ensures stakeholders are informed with timely insights while eliminating manual distribution tasks.

Data Alerts

Stay informed with automated alerts for anomalies, threshold breaches, or KPI changes via email, SMS, or push notifications.

Enterprise-Grade Security & Access Control

Robust Security and Governance

Ensure data security with multi-factor authentication, role-based access control, and single sign-on (SSO) options, including Office 365, OpenID, OAuth 2.0, and Active Directory. Row-level security and a granular permission model further enhance data protection.

Multi-Site Support

Enable scalable, efficient, and secure analytics with multi-tenant architecture. This allows management of separate departments or clients from one portal while enforcing role-based access, data isolation, and compliance with security standards.

Role-Based Access Control (RBAC)

Control user and Group permissions using row-level security (RLS). Define user or group roles and enforce dynamic access restrictions, aligning with organizational policies and safeguarding sensitive data.

Seamless Embedding & API Integration

Embedded Analytics SDK

Seamlessly integrate dashboards into applications using iframe, JavaScript, or full server-side embedding. The SDK allows embedding of dashboard designers, viewers, or specific widgets into applications built with Angular, React, .NET Core, and other popular frameworks.

Powerful API Integration

Speed up the development process using comprehensive APIs, SDKs, and code samples.

Branding & Customization

White Labeling

Rebrand the entire interface with custom logos, fonts, and color schemes to provide a cohesive, native experience that aligns with organizational branding.

Custom Theme

Personalize dashboards with customizable themes, including colors, typography, and layout styles, ensuring a consistent brand identity across all visualizations.

Localization

Offer a localized experience with multi-language support, date-time formats, and regional settings to cater to global users effortlessly.

Custom Domain

Use a custom domain to provide a seamless branded experience without exposing the analytics provider’s branding.

Performance & Optimization

Data Caching

Speed up performance with intelligent caching, reducing load times and optimizing data retrieval for faster analytics.

Incremental Data Refresh

Fetch only new or updated data instead of reloading entire datasets, boosting efficiency.

Virtual Loading

Load data dynamically in chunks as users scroll or interact, reducing initial load time and enhancing performance.

Flexible Deployment & Scalability

Flexible Deployment Options

Set up the analytics environment with support for Windows, Linux, Docker, Kubernetes, and Azure App Service deployment options to suit infrastructure needs.

Conclusion

Bold BI is designed for everyone, from developers and IT professionals to data analysts and business users. It empowers organizations of all sizes to make data-driven decisions, unlocking insights effortlessly.

Additional References

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Written by Dhanasekaran Ekambaram
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