Bold BI allows the creation of data sources using custom queries to obtain aggregated or filtered data from a large database, rather than extracting all of the data.
Steps on how to connect the data source using custom query mode:
Click on Data Source in the configuration panel to add a new data connection.
Click CREATE NEW to launch the new connection panel.
Enter the server name, authentication type, username, and password details.
Select the mode as extract and choose the maximum number of rows.
NOTE: Initially, data will be extracted based on the maximum number of rows selected to proceed with the data model. The remaining records (with no limit) will be extracted during the next refresh.
Select the database name from the dropdown text box from which the tables are to be extracted.
Choose the relevant time interval from the Refresh Settings dropdown menu. To refresh the data source periodically, refer to Refresh Settings to learn more.
Limitations: