What’s New in Bold BI 5.2 [Webinar Show Notes]

Arunkumar R
Bold BI
Published in
3 min readJul 28, 2022
What’s New in Bold BI 5.2 [Webinar Show Notes]

This blog provides the show notes for our July 21, 2022, webinar, “What’s New in Bold BI 5.2.” The webinar was presented and hosted by Syncfusion developer Boomigha Velayutham. If you missed the webinar, or would like to watch it again, you can watch the recording on our YouTube channel or following.

Overview

In this webinar, we walked through the new features and improvements in Bold BI 5.2 for both embedded and on-premises deployments.

Account and password

  • Configure a password policy.
  • When an incorrect password is entered more than 5 times, the account is locked.

Cross-origin policies

  • Configure the known domain list to avoid SSRF attacks (server-side request forgery).
  • Set up CORS headers on the settings page.
  • Deliver data alerts and standard dashboard exporting to webhooks.

Data store and settings

  • Configure MySQL as IMDB (data store).
  • Upload and manage custom widgets. Manage the existing widgets.

Data source and designer

  • New connectors — ClickHouse and BoldDesk.
  • The Google BigQuery data source can connect to service account authentication.
  • You can create a data source using a REST API.
  • Support for joining tables using an expression column.
  • Support to view distinct sums and averages in widgets.
  • The ability to view raw data in a grid.
  • The ability to view a summary in a grid.
  • Grids and KPI cards act as listeners for the period-over-period widget.
  • You can interact with tabbed widgets.
  • You can load data on dashboards faster using a data cache.

Embedding

  • Embed a dashboard via iframe in edit mode.
  • Embed the data source designer in edit mode via iframe.

Rest API

REST API support:

  • To update CORS settings.
  • To check pinboard name exists.
  • To update email settings.
  • To update Azure AD settings.
  • To update Azure AD schedule synchronization settings.
  • To manage account settings.

APIs for the following entities in terms of embedding:

  • Show or hide data source configuration in a designer.
  • Show or hide all the columns by default in the underlying data view.
  • Show or hide the preview option in the designer.
  • Customize the toolbar buttons in the designer.
  • Publish dashboards via API.

Q&A

Following is the Q&A portion of the webinar.

How long does the cached data remain?

Cached data will remain until the cache expiration time you set. You can set a maximum of 60 minutes. After expiration, when the same view is loaded, it gets data from the server and caches it.

Is XML response format supported for creating a data source via REST API (programmatically)?

Yes. You can create a data source for XML and CSV format, as well. Bold BI supports creating data sources with JSON, XML, and CSV as response formats.

Can we also send mail if I enabled webhooks for the scheduler?

Yes. If you choose recipients, emails will also be sent. Through the scheduler, you can send email and trigger a webhook, as well.

Can we restrict the publish action for dashboards for both internal and external domains?

Yes. You can restrict the publish action for both internal and external domains by including the domain names in the known-domain.json.

Can we add summary rows to existing grids that were created prior to this update? Or is it limited to grids created after the update?

Yes, you can apply a summary row to a grid designed previously, but you’ll need to reconfigure it through our new version.

Summary

During this webinar, we looked at the new features and improvements in Bold BI 5.2 for both embedded and on-premises deployments.

We hope you enjoyed this webinar and please keep an eye out for our future Bold BI webinars.

Recommended resources (related links):

Originally published at https://www.boldbi.com on July 28, 2022.

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