This section will explains on how to create a new data source and fetch the data from it.
If you want to connect your database server with Bold BI cloud site, you must white list the Bold BI cloud server IP addresses within your Database server if it restricts to access.
To bind data to a widget, minimum of one data source is required. Follow these steps to create a data source,
Data Source button in the configuration panel. The data panel opens.
CREATE NEW to launch a new connection from the connection type panel.
In the connection type panel, click any one (here clicked
Microsoft SQL connection type for demonstration) of the listed connection types shown in the following image.
NEW DATA SOURCE configuration panel, fill the connection type and related details.
Connect in the
NEW DATA SOURCEconfiguration panel.
Now, the following view will be displayed.
You can drag and drop the tables or views in the data design view by expanding the tree view.
Click Update button or enable Toggle Option to show the data Preview data. When toggle button is in Disable state, you need click Update button every time for preview data for each and every action.
Save button to save the data source with valid name.
If you are still not able to find the information that you are looking for in the self-help resources mentioned above then please contact us and send your requirements.