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Connecting Bold BI to MongoDB data source

Bold BI dashboard designer supports connecting MongoDB database through MongoDB client.

Choose MongoDB data source

To configure the MongoDB 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 MongoDB 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 MongoDB data source

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

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

  2. Enter a valid MongoDB server/host name in the Server Name text box.

  3. Enter its corresponding port in Port text box.

  4. Choose Enable SSL, if the given MongoDB server configured with SSL Encryption.

    NOTE: Enable Allow Self-Signed Certificates if the MongoDB server configured to accept self signed certificates.

  5. Choose the Enable SSH, if the given MongoDB server is configured with SSH Port.

  6. Enter a valid SSH credentials in the SSH Server name, SSH Port, SSH User name, and SSH Password. Choose data source

  7. Choose None or SCRAM authentication in the Authentication Mechanism combo box.

  8. Enter valid SCRAM credentials in the Username and Password text boxes if you choose SCRAM Authentication Mechanism.

  9. Select the database you want to query in the listed database associated with the given MongoDB Server in the Database combo box.

    NOTE: If your MongoDB server reside inside a firewall, contact Bold BI support to get the list of IP addresses to be white-listed.

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

Choose data source

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

Additional information

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’.
Pagination On initial connect MongoDB will extract a maximum of 10,000 records. Configure the Refresh option and it will extract all the tables and data for the chosen database on every refresh call.

Preview and data import

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

  • The Choose Schema(s) dialog opens. The schema represents the collection list that are retrieved from the MongoDB server. 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.


  • 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.

Live connection

  • MongoDB connector works on extract mode, so there will be some time needed to extract the data, and it needs to be synchronized periodically. But there is an indirect way to connect MongoDB as a Live connection so you can avoid time taken and Memory usage to create and synchronize the data source. Also, the data will be in your MongoDB, and all query operations will be performed within your MongoDB database.
  • Please follow this document to connect MongoDB as a Live connection using MySQL connector or through ODBC data source connector.

Blog post

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

MongoDB Integration