This section explains on how to share data sources and manage the version history of data sources and delete them in the Bold BI.
Data Sources that are accessible by the user depending on the user’s permission is displayed in the data sources page.
There are two connection type available in Data source
In this connection type data source directly fetched from source, examples like MySQL, Oracle, etc.
In this connection type data source fetched from source periodically, examples like CSV, JSON, etc.
User can see the data source refresh status and occupied data rows count in this page.
Check connectivity section for more details.
This section explains on how to configure the data source refresh setting.
Click the Actions
button in the Data sources grid context menu and select Refresh Setting
option.
Select the recurrence type, recurrence, start and end dates in the Refresh Setting
dialog box.
Schedule
button.NOTE: Only the data source created with extract mode will have this refresh setting option.
This section explains on how to share data sources with the other users in the Bold BI.
Click the Actions
button in the Data sources grid context menu and select Sharing Permissions
option.
Select the permission access from the Select Access
dropdown and type in user or a group name whom you want to share the data source with.
After selecting the permission access and users or groups, click on the Share
button.
NOTE: Only the user who created the data source and the Administrator can share the data source with other Bold BI users.
The user who created the data source and the Administrator can remove the shared data source permissions.
Click the Manage Access
button to see the users or groups and their permissions.
Then remove the permissions using the Remove
option in the Actions
column of the each permissions.
Versions and file logs for each data source are maintained in the Bold BI for every changes in the data source. Check Version History section for more details.
Data Sources can also be deleted from the Bold BI when they are no longer required.
Click the Actions
button in the data sources grid context menu and select Delete
to delete the data source.
You can preview the data of your data sources.
Click Actions
in the data sources grid context menu and select Preview Data
to preview the data source.
You can copy the data source item only for the data source type in Live mode connection.
Click the Actions
button in the data sources grid context menu and select Copy Data Source
to copy the data source.
NOTE: The copy option shown only for Live mode connection like SQL and won’t shown for Extract mode connection like files, web API, etc.