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Working with Data Source

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.

Creating a New Data Source

To bind data to a widget, minimum of one data source is required. Follow these steps to create a data source,

  1. Click Data Source button in the configuration panel. The data panel opens.

    Data button

  2. Click CREATE NEW to launch a new connection from the connection type panel.

    Data source button

  3. 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.

    Data source list

  4. In the NEW DATA SOURCE configuration panel, fill the connection type and related details.

    SQL database

  5. Click Connect in the NEW DATA SOURCEconfiguration panel.

    Connect button

    Now, the following view will be displayed.

    Add data source

  6. You can drag and drop the tables or views in the data design view by expanding the tree view.

    Tree view expand

  7. 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.

    Tree view expand

  8. Click Save button to save the data source with valid name.


Learn how to edit a data source

Learn how to delete a data source

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