Data Visualization & Reporting w/ BoldReports [Masterclass]

Set up poll reports on Windows Server by installing Bold Reports server, configuring MySQL and MySQL Workbench, applying a valid license key, and enabling IIS for proper operation.

Set up Bold Reports on Windows by downloading the Bold Reports reporting server, MariaDB, MySQL Workbench, and the license key; install MariaDB and test the MySQL connection.

Enable IIS on the Windows server via Server Manager, add roles and features including ASP.NET 4.6, and verify by opening localhost.

Set up the Bold Reports enterprise reporting server on the D drive, configure port 8080, install dependencies, and activate the site with the license key.

Deploy poll reports using Docker across Mac, Windows, and Linux. Use the border ports image, post query image, and border post Docker configuration file to automatically download the required images.

Install docker desktop, pull the bold reports and Postgres images, and configure docker compose to run bold reports with Postgres in your environment.

Set up bold reports with a docker file and license keys, configure docker compose ports 8080 for http and https, and launch with docker compose up -d.

Execute docker commands to start and verify the Bold Reports environment, monitor container status, access the locally hosted reporting server on port 8080, and explore data sources such as AdventureWorks.

Explore the Bold Reports designer hands-on by building your first report, learning the design interface, and adding header, footer, data source, and dataset, with table formatting.

log in to the system and create a departments list report from scratch in the report designer, using data sources, data sets, and scheduling, with header and footer setup.

Set up the header with a logo, company name, and report subheading, and the footer with address and email; add an external image and resize without stretching.

Learn how to create and reuse data sources and datasets in BoldReports, connect shared data sources like AdventureWorks, and pull specific tables and columns into a dataset for reporting.

Drag and drop a table into the report, configure columns for department id, name, group name, and modify date, adjust format, then preview before publishing in the next lecture.

Publish and preview reports, export to PDF or Excel, and achieve pixel perfect printing by adjusting margins, orientation, and paper size, while organizing with categories and security settings.

Set up the Northwind database on AWS RDS MariaDB, import it with MySQL Workbench, and explore the ER diagram to understand tables and relationships for accurate reporting.

Set up an AWS RDS mariaDB instance, import the Northwind DB, and verify connectivity with MySQL Workbench as the next lesson covers ER diagrams.

Explore the northwind er diagram to master database basics, including customers, employees, shippers, suppliers, categories, products, orders, and order details, and set up data sources with bold reports.

Set up a data source for the Northwind database using MariaDB, create and share datasets, and use the query designer to tailor product data for reports.

Explore report design fundamentals with a master and drill-down sub report, linking parent to child for detailed customer orders. Set parameters and work with text, rectangles, and tables.

Set up the customer order detail report, create datasets and dynamic parameters using Northwind DB, and wire joins across customers, orders, order details, and products for drill-down reporting.

Design the customer details report by building a header and data table with order number, product name, quantity, price, and total price using expressions for customer details and address fields.

Masterclass teaches setting up a dataset for a customers report using BoldReports. Create a customer master or order report, add Northwind DB data source, and count total orders per customer.

Design a customer master audit details report with a header and a styled table (ID, customer name, city, country, total orders), binding data and preparing for drill-down reports.

Configure a static header across pages, link the customer id to a drill-down report, set parameter expressions to pass the id, and publish and preview the customer master report.

Learn to complete the assignment by linking a text box to the master order details report, enabling navigation from the design viewer to the published preview mode.

Explore data visualization with pie chart graphs and stacked column charts, analyzing category metrics, orders, quantity, and amount, from category data across years, with aggregated totals in a multi-page report.

Set up a product performance metrics report with a matrix, using a shared data source to show orders, quantity, and amount by category, product, year, and quarter.

Learn to style a product performance matrix with center alignment, left-justified products, yellow-blue colors, and white text on blue, highlighting orders, quantity, and amount for quarterly and yearly comparisons.

Design a category pie chart from the Northwind db. Query category product table for category name, total orders, and total amount; the pie chart uses two parameters: name and value.

Set up pie charts and a donut chart to visualize total amount, total orders, and total quantity by category, such as beverages and dairy products, for the product performance report.

This lecture guides building a stacked chart to compare category performance by year, configuring data sources and datasets with MySQL Workbench data and saved SQL files.

Collaborate by building stacked and column charts, setting identical sizes, and assigning category names, year, and values (amount, quantity, orders); rotate axis labels and compare 1996–1997 beverage data.

Integrate web APIs as a data source using a weather API to feed real time data into BoldReports, displaying temperature, humidity, pressure, wind metrics, and weather icons with radial gauges.

Learn to use the weather API to fetch real-time and forecast data for any location in json or xml, with an API key and optional air quality index.

Add a web API as a data source in BoldReports, create a weather dataset, and configure GET or POST requests with JSON format to build dynamic reports.

Design and publish the weather report by configuring half-circle gauges for temperature, humidity, and wind angle, binding data, customizing labels and colors, and adding a weather icon from secure URL.

Create employee cards by iterating a list from a CSV file, displaying name, gender, date, city, state, salary, team, and more while generating QR codes and barcodes for each record.

Set up a CSV data source and dataset, review header and fields (id, first name, gender, start date, city, state, salary, team), and configure the emp CSV source for analysis.

Set up an employee card with a list, include QR code and barcode sections, customize width and borders, and add fields like name, gender, start date, city, state, salary, team.

Learn to add QR codes and 2D barcodes to a card, resize and format fields, apply date and currency formatting, and preview or export the final design for real-world use.

Learn to embed the BoldReports report viewer into custom web apps with HTML and JavaScript. Use a sample page and viewer instance to show reports across platforms.

Create a custom html page to embed the javascript report viewer with cdn assets, a div viewer, and a script linking the report path, service url, and authentication token.

Embed an on-premises BoldReports viewer into a custom html javascript page, configure the report server and service urls, and use a token to load the performance report on localhost.