The Bold BI dashboard designer supports connecting the ProofHub web services using the REST API.
To configure the ProofHub data source, follow these steps:
Click the Data Sources button in the configuration panel to add a new data connection.
Click CREATE NEW to launch a new connection from the connection panel.
Select the ProofHub connection in the connection panel.
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.
Once you click the data source, the NEW DATA SOURCE configuration panel opens. Follow these steps to create the ProofHub data source.
Enter a name and description (optional) for the data source.
Enter a valid ProofHub REST API endpoint in the URL textbox. Refer to the ProofHub API documentation for more details.
Select the GET method for the REST API in the Method combo box.
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.
Select the JSON data type in the Data Format combo box.
Replace <:your_api_key> under Headers with a valid API key.
Choose None under the Authentication Type, as authentication is done using the header.
You can also edit the connection information set using the Edit Connection option.
|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.|
<:company_name>with this base URL.
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.
Now, the data design view page with the selected table schema opens. Drag and drop the table.
Click Save to save the data source with a relevant name.