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How to get the user specific data using dynamic connection string?

Bold BI allows you to get the specific data for a user based on an applied custom attribute using a dynamic connection string by following these steps.

Get the user specific data using dynamic connection string

  1. Refer to the Configuring Custom Attribute to create Site Level custom attribute successfully.

  2. Create any live mode connection such as MSSQL, MySQL, PostgreSQL etc.

  3. In the connection input form, click the Dynamic Connection String switch to enable the Dynamic Connection String feature for the data source.

  4. At the top of the dialog, there is a radio button to choose the External API or Custom Attribute for the Dynamic Connection Configuration.

    Dynamic Connection String

  5. Choose the Custom Attribute button for the Custom Attribute in Dynamic Connection Configuration.

    Dynamic Connection String

  6. Enter the attribute name in the Custom Attribute section, which was created in Site. Make sure that the custom attribute was created in Site for different Users.

  7. At the bottom of the dialog, there is an option pinned to choose the Configuration Mode. In that choose the Both option in Configuration Mode and click Save.

  8. After saving the configuration, refer to the Uses of custom attribute in configuring custom attribute to complete the configuration.

  9. Then share the published dashboard to others users which was created on site. Based on the user Bold BI allows to get the user specific data.