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Connecting Bold BI to Optimizely data source

Bold BI dashboard designer supports connecting Optimizely web services through REST API.

Choose Optimizely data source

To configure the Optimizely data source, follow the below steps:

  1. Click the Data Sources button in the configuration panel to add a new data connection.

    Data source icon

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

  3. Select the Optimizely connection in the connection panel.

    Choose data source

NOTE: You can also create a data source from the home page by clicking the Data Sources menu from left menu panel and Create Data Source from the data sources page.

Choose data source from server

Create Optimizely data source

Once you click the Optimizely data source, the NEW DATA SOURCE configuration panel opens. Follow the below steps to create Optimizely data source.

  1. Enter a name and description (optional) for the data source.

  2. Enter a valid Optimizely REST API endpoint in the URL textbox. Refer the Optimizely API documentation for more details.

    Example: https://<your-account>.api-us1.com/api/3/connections

  3. Select GET method for the REST API in Method combo box.

  4. In Max Rows, enter the maximum number of rows to be fetched from the Optimizely data source. This value is used to fetch the data from Optimizely data source via pagination.

  5. Choose a time interval for Refresh Settings using the combo box, to trigger the Rest API request periodically to keep the data in sync with our dashboard.

  6. Select JSON data type in Data Format combo box.

  7. Replace <:your_app_token> under Headers with a valid bearer token.

  8. Choose None under Authentication Type as authentication is done through header.

    DataSourcesView

You can also edit the connection information set here using the Edit Connection option.

How do I get App Token for connecting Optimizely data source?

  1. Login to Optimizely with the valid credentials and go to Profile -> API Access.
  2. Find your API token here. Click Generate new token with an appropriate name, if you don’t have an API token yet.
  3. Replace <:your_app_token> with this Personal access token for Optimizely data source in Bold BI Dashboard.

Reveal API Token

Additional information

Max Rows Most of the REST APIs return only fewer data on a single API request. To pull the amount of data you need, set a value in this field. Pagination is handled internally and will fetch the amount of data you need.
Refresh Settings Period of time before next refresh call is triggered. This will automatically trigger a call for the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.

Setting up the URL

  1. Query the /Projects endpoint.
  2. From the listed information get the id of the specific Project.

Replace it in the URL to query a particular experiments:

https://api.optimizely.com/v2/projects/15269830028/experiments/

Sample queries

Projects

https://api.optimizely.com/v2/projects

Plans

https://api.optimizely.com/v2/plan

Experiments

https://api.optimizely.com/v2/projects/15269830028/experiments/

Preview and data import

  • Click Preview & Connect to connect with the configurations set.

  • The Choose Schema(s) dialog opens. The schema represents the key fields of JSON data retrieved from Optimizely Rest API request. This dialog displays a list of schemas in treeview and its corresponding values in grid for preview. Select required schema(s) from treeview to use in designer and click Connect.

    Preview

  • Now, the data design view page with selected table schema opens. Drag and drop the table. Query Editor

  • Click Save to save the data source with a relevant name.

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Optimizely Integration