Bold BI Masterclass 2026: From Installation to Advanced Dash

Prepare Bolt BI Enterprise Edition on Windows by meeting Windows client 10+ or Windows Server 2022+ requirements, 8 GB RAM, 10 GB disk, .NET 8, and enabling IAES with PostgreSQL.

Install the .NET SDK and PostgreSQL on Windows with pgadmin, configure the Postgres user and port 5432, and complete the local database cluster setup.

Enable IIS on a Windows server by using server manager to add roles and features, install the web server IIS, and verify with localhost.

Install Bolt BI Enterprise Edition by double-clicking the setup, enable the IAE service, set the port to 8085, and install Bolt Data Hub with Snowflake, MongoDB, and Oracle connectors.

Launch Bolt BI enterprise edition at localhost:8085, log in, and complete site setup with Postgres database; then activate the license and access dashboards.

Install Bold BI via Docker using the provided Docker compose, download a 9–10 gb image, then access localhost:8085 with a license and observe the Bold BI data and db data.

Create your first hello world population dashboard in the designer interface using KPI cards and a grid to display 2017 and 2018 populations, growth rate, and world population.

Explore the bold BI dashboard designer by creating dashboards from scratch with widgets, data sources, filters, and Azure Maps integration.

Place widgets on the dashboard, configure a text widget and KPI cards, and set data sources and alignment to visualize population and growth.

Preview and publish a Bold BI dashboard, refresh live data, export to image, PDF, PowerPoint, Excel, CSV, embed code, and manage users, categories, and sharing permissions.

Set up an Azure MySQL flexible server in West US, download the NorthwindDB.sql from Hariho's repository, configure firewall, connect with MySQL Workbench, and import the Northwind database.

Understand the northwind database schema by mapping category, product, supplier, customers, orders, employees, and shippers. Learn reporting by customer, employee, and region.

Add and configure a data source in Bold BI cloud by selecting MySQL, entering server details, configuring IP restrictions, and connecting in live mode to the Northwind database.

Create a sales performance dashboard with cards, pie charts, and line chart, using a prepared data source and custom expressions to display orders, regional sales, top products, and monthly trends.

Build Bold BI cards and expressions to display total orders, revenue, and max/min order values using distinct count, sparkline trends, currency formatting, and series filters.

Build and customize a bar chart to show top 10 products by revenue, using rank filters, distinct count, and currency formatting for clear top performers.

Use the map widget to visualize customer demographics by country, display sales amount in currency, and enable zooming, labels, and drill-down with a blue color scheme.

Explore sales distribution by customer segment using a tree map to visualize hierarchical order data, compare customer performance, and gain graphical insights into total orders.

Display the top 10 customers by orders with a column chart, filter and rank them, rotate the axis by year to reveal trends, and prepare executive reports.

Learn to display detailed and hierarchical customer sales data with a pivot grid, compare grid versus pivot grid, configure total orders and amount, and filter by customers and products.

Create a product performance dashboard using cards for total products, price, and suppliers, with category pie charts, top products by quantity, a stack chart, and a pivot grid.

Create a custom MySQL data source in MySQL workbench for a product performance dashboard using a multi-table query in the Northwind database, preview results, and save.

Add three cards and custom expressions to dashboards, showing total products with distinct count, average product price, and calculated amount (quantity times unit price), then format currency and expand cards.

Create a column chart for the top 10 products by quantity sold, apply a top-10 filter, rotate the axis to 45 degrees, and rename the axis to product.

Create a pie chart by category to show quantity and amount shares, rename the series to quantity and amount, and set fixed rows and column for a clear preview.

Explore using an area chart to measure supplier performance by plotting sales amount by supplier, selecting the top 10, summing amounts, and adjusting the axis rotation.

add data sources for the dashboard, including combined employee names and an orders-by-year set. connect a MySQL Northwind data source, save, and prepare cards usage.

Add logo and KPI cards to a bold BI dashboard, configure year and country filters, compute average sales per employee, and compare 2007 orders to 2006 targets.

Create a scatter chart to visualize employee sales by name and amount, format currency, and adjust axis labels for a pixel-perfect dashboard; next, explore radar polar charts for order relations.

Learn to build radar poller visualizations to compare employees' orders and performance using radar, line, and scatter charts, with animation options and dashboard-ready insights.

Build an SP-Line chart of total orders by employee, add rows, select order ID and employees, enable animations, and use count distinct with level values to compare performance.

Apply and configure year and country filters across dashboards to show real-time values, using multi-select, combo box, and date picker tools for dynamic, widget-specific insights.

Create a website performance dashboard in BoldBI using Google Analytics 4, displaying active users, new users, sessions, add to cards metrics, and purchases with date, country, and device filters.

Learn to add Google Analytics 4 as a data source in Bold BI Masterclass 2026, configure metrics like active users and purchases, set dimensions, and enable hourly refresh.

Add a heading and implement date, country, and device type filters for the Bold BI dashboard, with a date picker, multi-select options, and configuring the data source.

Add and configure five website performance cards—active users, new users, sessions, add-to-cart events, and purchases—then customize colors and apply default filters across all metrics.

Explore building a pie chart that reveals traffic by device category, from desktop to mobile and smart TV audiences, and decide between active or new users.

Compare purchase, add to cart, and traffic using a funnel to map the purchase journey, filter for Pakistan market, and interpret conversion rates from add to cart to purchases.