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Connecting Bold BI to ProofHub data source

The Bold BI dashboard designer supports connecting the ProofHub web services using the REST API.

Choose ProofHub data source

To configure the ProofHub data source, follow these 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 ProofHub 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 the left menu panel and Create Data Source from the data sources page.

Choose data source from server

Create ProofHub data source

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

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

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

    Example: https://<:company_name>.proofhub.com/api/v3/projects

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

  4. 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 your dashboard.

  5. Select the JSON data type in the Data Format combo box.

  6. Replace <:yourapikey> under Headers with a valid API key.

  7. Choose None under the Authentication Type, as authentication is done using the header.

Data source preview

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

How do I get API Key for connecting ProofHub Data source?

  1. Login to your ProofHub account.
  2. Click Manage profile dropdown and clicking five times on the profile picture. The API key of the logged-in user will be displayed in the pop-up window opened.

Reveal API Key

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.

Setting up the URL

  1. Replace <:company_name> with this base URL.

https://<:company_name>.proofhub.com/api/v3/projects

Sample queries

categories

https://<:company_name>.proofhub.com/api/v3/categories

People

https://<:company_name>.proofhub.com/api/v3/people

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

    Preview

  • Now, the data design view page with the 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

ProofHub Integration