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Connecting Bold BI to Slack data source

Bold BI dashboard designer supports connecting Slack web services through REST API.

Choose Slack data source

To configure the Slack 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 Slack 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 Slack data source

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

  1. Enter a name and description (optional) for the data source.
  2. Click the API Endpoints down drop box and choose the required endpoint.
  3. Enter a valid REST API endpoint in the URL textbox. Refer the Slack API documentation for more details.
  4. Click Custom Url to enter the URL manually.
  5. Select GET method for the REST API in Method combo box.
  6. 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 our dashboard.
  7. Select JSON data type in Data Format combo box.
  8. The authentication type will be set to Slack automatically since OAuth is used for authenticating with Slack account.

Data source preview

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.

Sample queries

User conversations

https://slack.com/api/users.conversations

Channels Groups

https://slack.com/api/channels.list

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 Slack Rest API request. 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.

    Preview

  • 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.

Connected accounts for OAuth data sources

If you have already logged into the account and authenticated with web data source, the account information will be listed here. You can select one of the accounts or connect to a new account by clicking the Connect New Account button.

OAuth

You can edit, delete and re-authorize this account from the Connected Accounts page.

Manage Accounts

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough