Bold BI Dashboard Designer supports connecting Snowflake database through SQL Live query.
Supported Server Editions: Standard, Enterprise and Business Critical
To configure the Snowflake 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 Snowflake connection in the connection panel.
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.
After clicking the data source, the NEW DATA SOURCE configuration panel opens. Follow the given steps to create a Snowflake data source:
For example, https://dum421.west-europe.azure.snowflakecomputing.com
3. Enter a valid Snowflake user name in the User Name text box.
4. Enter a valid Snowflake password in the Password text box.
5. Enter a valid Snowflake database name in the Database text box.
There are two connection types in a data source:
In this connection type, a data source is directly fetched from the source. Choose the Live mode option for this connection.
The schema represents the collection list that are retrieved from the Snowflake server. This dialog displays a list of schemas in treeview and its corresponding values.
Now, the data design view page with selected table schema opens. Drag and drop the table.
Either you can use the Code View options for passing query to display data.
Click Save to save the data source with a relevant name.
In this connection type, a data source is fetched from the source periodically. Choose the Extract mode option for this connection.
NOTE: Initially, data will be extracted based on the Max Rows selected in order to proceed with data model creation. The remaining records (there is no limit) will be extracted during the next refresh.
Click Refresh Settings in the configuration panel.
Select the recurrence type, recurrence start and end dates in the Refresh Setting dialog box.
Click Connect to connect the snowflake server with configured details.
The Extract Data dialog opens. This dialog has two modes of connection either via Table or Custom query.
Under custom query option, write the required query and click Connect.
Incremental Update can be performed in both tables and views.
Under the Table option, This dialog displays list of tables and views in treeview. Select the required table(s) or view(s) from treeview to use in the designer. The option is available for configuring incremental refresh column for the selected items in the right side panel.
If you configured it, then the data source will work on Incremental update, otherwise works on Full load concept. And finally click Connect.
Now, the data design view page with the selected table schema opens. Drag and drop the table.
You can use the Code View options for passing query to display data.
Click Save to save the data source with a relevant name.
NOTE: In future, you can edit the connection information for both Live and Extract mode connections using the Edit Connection option.
Supported Server Editions: Standard, Enterprise and Business Critical
Type while creating the data source needs to be snowflake.
Through the REST API, only the live mode data source can be created and edited.
Parameters | Details |
---|---|
Servername required | `string` Server name or Host name of the connection |
Port required | `string` Port number used to connect to snowflake |
Username required | `string` A valid username for the connection |
Password required | `string` A valid Password for the connection |
Database required | `string` database which needs to be connected |
Schemaname required for table mode | `string` Enter a valid Schemaname |
Tablename required for table mode | `string` Enter a valid Tablename |
Query required for code view mode | `string` Enter a valid Query |
AdvancedSettings optional | `string` Additional optional connection parameters can be provided. By default, it is empty. |
CommandTimeout optional | `string` Enter a valid Timeout for connection. By default, it is 300 |
Expressions optional | `Array of Objects` |
Parameters | Details |
---|---|
Name required | `string` Name of the Expression |
Expression required | `string`
Expression
|
NOTE: For editing Data Source via API. All the parameters are optional. The parameter which needs to be changed can be provided.
Parameters | Details |
---|---|
Name required | `string` Name of the Expression |
Expression required | `string`
Expression
|
Action optional | `string` add/delete/edit By default, it is add. |
NewName optional | `string` For renaming the expression. This is applicable only if the Action is edit |
"Connection":
{
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "300",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
},
{
"Name": "Expression2",
"Expression" : "UPPER(string expression)"
}]
}
"Connection":
{
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "300",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)",
"NewName" : "Sum",
"Action": "edit"
},
{
"Name": "Expression2",
"Expression" : "UPPER(string expression)"
"Action": "delete"
}]
}
NOTE: Through Rest API, the data source can be created or edited with only one table. If different table is provided in edit data source, the table will be replaced. The widgets will be retained only if the schema is same as the previous table.
"Connection":
{
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Query": "string",
"AdvancedSettings": "string",
"CommandTimeout": "300",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
},
{
"Name": "Expression2",
"Expression" : "UPPER(string expression)"
}]
}