Connecting Bold BI to Box data source

The Bold BI dashboard designer supports connecting to Box web services through the REST API.

Choose Box data source

To configure the Box data source, follow the steps below:

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 Box 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 selecting Create Data Source from the data sources page.

Choose data source from server

Authentication with Box

Follow the steps below to authenticate with the Box web service:

Click the data source, and you will be prompted with a login window. Enter the credentials of your Box account to authorize.
Click on Allow in the authorization window to accept the scopes requested by Bold BI dashboards.

NOTE: If permission is denied, the account will not be accessible from the dashboard.
Provide a name to identify the account and click Next.
You have now successfully authorized your connection. Click Connect to continue with the data source connection.
To connect via an already connected account, refer to Connected Accounts.

NOTE: To connect to another account, click Connect New Account.

Connect to Box

Create Box data source

After successful authentication, the File Explorer panel opens. Follow the steps below to create a Box data source.

Enter a name for the data source.
Explorer will list out all the folders and files with extensions csv, json, xml and xlsx.
Select the file you wish to preview and connect the data.
Choose a time interval for Refresh Settings using the combo box to trigger the request periodically to keep the data in sync with our dashboard.

You can also edit the connection information set here using the Edit Connection option.

For more information on the API endpoints available for this data source, refer to their official Box API documentation

Additional information

Refresh Settings

The period of time before the next refresh call is triggered. This will automatically trigger a call to the API configured in the data source to keep the data up to date. If you do not want to sync your new data, choose ‘Never’.

Preview and data import

Click Preview & Connect to connect with the configurations that have been set.
The Choose Schema(s) dialog opens. The schema represents the key fields of data retrieved from the Box Rest API request. This dialog displays a list of schemas in treeview and their corresponding values in a grid for preview. Select the required schema(s) from the treeview to use in the designer and click Connect.

NOTE: The sheets in xlsx file will be listed in the drop-down (at the right-top end as shown in the image.) Also note that the maximum file size allowed to get extracted is 75 megabytes.

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.

Connected accounts for OAuth data sources

If you have already logged into the account and authenticated with the 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