Bold BI allows creating data sources using custom query to get the aggregated or filtered data from the large database instead of extracting the entire data.
Steps on how to connect the data source using custom query mode:
Click Data Source in the configuration panel to add a new data connection.
Click CREATE NEW to launch new connection panel.
Enter server name, authentication type, user name, and password details.
Select the mode as extract and choose max rows count.
NOTE: Initially, data will be extracted based on the max rows selected to proceed with the data model. The remaining records (there is no limit) will be extracted during the next refresh.
Select the database name from dropdown text box from which the tables are to be extracted.
Choose relevant time interval from Refresh Settings dropdown menu. For refreshing the data source periodically, refer Refresh Settings to learn more.