Working with custom query extract mode in Bold BI

Bold BI allows creating data sources using custom query to get the aggregated or filtered data from the large database instead of extracting the entire data.

How to connect custom query in extract mode:

Steps on how to connect the data source using custom query mode:

1. Click Data Source in the configuration panel to add a new data connection.

   

2. Click CREATE NEW to launch new connection panel.

   

3. Enter server name, authentication type, user name, and password details.

4. Select the mode as extract and choose max rows count.

NOTE: Initially, data will be extracted based on the max rows selected to proceed with the data model. The remaining records (there is no limit) will be extracted during the next refresh.

5. Select the database name from dropdown text box from which the tables are to be extracted.

6. Choose relevant time interval from Refresh Settings dropdown menu. For refreshing the data source periodically, refer Refresh Settings to learn more.

7. Click Connect, Extract data dialog will open as follows.

8. To use custom query mode, switch to custom query and enter the query. The Table Name is used to store the results of the given query in the intermediate database. By default, Table Name is shown as Query Result, which can be changed based on the requirement.

9. Click preview to view the results of the given query. A maximum of 10 records will be shown for preview purpose.

10. Close preview and click connect. The given query will be executed, and the table will be extracted and moved to the data design view page.

11. Drag and drop the table from the left side tree view panel.

12. Click Save and Exit to save the data source or Continue to Dashboard to design a dashboard using this data source.

Limitations:

• Support only select query.
• Query is not supported in custom query.
• Max Row count is not applicable for the stored procedure executed in the custom query.
• Dashboard parameter is not supported in the custom query.