How to Create Categories and Subcategories in the Bold BI

This article outlines the various approaches for creating categories and subcategories in Bold BI to help efficiently organize and manage dashboards.
Notes: Only users with category creation permission can create categories in Bold BI.

Steps to Create a Category and Subcategory

Creating Categories via Bold BI UI:

• Navigate to the dashboard listing page in the Bold BI.
• Click on the Plus (+) icon as shown in the image below:
  
  
• In the pop-up window, scroll down and select the Create Category option:
  
  
• Enter the required details and click add.
• In the same window, you can also create a subcategory. Refer to the image below:
  
  

Creating Categories via REST API:

For creating a category using the REST API, please refer to this article.

Creating Categories Using the Publish Function:

While publishing the dashboard, you can create a new category and publish the dashboard to that category.

Alternative Method to Create a Subcategory:

• Navigate to the dashboard listing page in the Bold BI, where the category list is displayed.
• Click the context menu (three dots) for the required category.
• Select Add Subcategory.
• Enter the required details and click add.
  
  
  
  Please refer to this article for more details on configuring subcategories.

Conclusion

Using categories and subcategories, you can efficiently organize dashboards in Bold BI, making it easier to manage access and structure dashboards based on your requirements.

Additional References:

Moving Dashboards in Bulk to Another Category in Bold BI