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Connecting Bold BI to MariaDB data source

The Bold BI dashboard designer supports connecting to MariaDB database using the SQL Live Query (C# API).

Choose MariaDB data source

To configure the MariaDB data source, follow these steps:

  1. Click Data Sources 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 MariaDB connection in the connection panel.

    Choose data source

NOTE: You can also create a data source from the home page by clicking on the Data Sources menu on the left menu panel and selecting Create Data Source from the data sources page.

Choose data source from server

Connect to MariaDB

Create MariaDB data source

After clicking on the data source, the NEW DATA SOURCE configuration panel opens. Follow the given steps to create a MariaDB data source:

  1. Enter a name and description (optional) for the data source.

  2. Enter a valid MariaDB server or host name in the ServerName text box.

  3. Enter a valid MariaDB username in the UserName text box.

  4. Enter a valid MariaDB password in the Password text box.

  5. Select a database that you want to query from the list of databases associated with the specified MariaDB server in the database combo box.

    MariaDB Connection

To connect MariaDB with a specific table, enter the property currenttable={tablename} or specifictable={tablename} in the Additional connection parameters text box. The tables can be separated by a comma {table1, table2} to connect with multiple tables. MariaDB Connection Specific Table

NOTE: To connect data source with SSH, enable the SSH check box in the NEW DATA SOURCE configuration panel and enter the necessary credentials.

Enable SSHs

Connect using custom attribute and dashboard parameter

We have added support for custom attributes and dashboard parameters to the data source connection. You can now connect to the data source using custom attributes or dashboard parameters.

Custom Attribute

Custom

Dashboard Parameter

Dashboard Parameter

Note: Refer to the Dashboard Parameter Documentation and Custom Attributes Documentation for more details.

There are two connection types available in a data source:

* Live mode
* Extract mode

Live mode connection

In this connection type, a data source is directly fetched from source. Choose the Live mode option for this connection.

Live Connection

Data Preview

  1. Click Connect to connect the MariaDB server with configured details.

The schema represents the collection list retrieved from the MariaDB server. This dialog displays a list of schemas in a treeview and their corresponding values.

Treeview schema

If the table name is provided in the Additional connection parameters text box, only the specified table will be listed. Treeview specific table

  1. Now, the data design view page with the selected table schema is open. Please drag the table.

    Query designer

    You can use the Code View option to pass a query and display data.

    Codeview mode

  2. Click Save to save the data source with a relevant name.

Extract mode connection

In this type of connection, data is retrieved periodically from a data source. Select the Extract mode option for this connection.

Extract Connection

NOTE: Initially, data will be extracted based on the maximum number of rows selected in order to proceed with creating the data model. The remaining records, of which there is no limit, will be extracted during the next refresh.

Max rows option

Refresh Settings

Steps to configure the data source refresh settings:

  1. Click Refresh Settings in the configuration panel.

    Refresh Setting

  2. Select the recurrence type, recurrence start, and end dates in the Refresh Setting dialog box.

    • Data refresh can be scheduled hourly, daily, weekly, and monthly.
    • The Application Time Zone is displayed below the date picker. The start time of the schedule is converted to the client’s Time Zone and shown on the right side for user convenience. After selecting, click Schedule.

    Save Schedule

Preview and data import

  1. Click Connect to establish a connection with the MariaDB server using the configured details.

  2. The Extract data dialog will open. This dialog has two modes of connection either via Table or Custom query. For the custom query option, input the necessary query and then click Connect.

Under Table option, This dialog displays a list of tables and views in treeview. Select the required table(s) or view(s) from treeview to use in the designer. Incremental Update can be performed in both tables and views. The option is available for configuring incremental refresh column for the selected items in the right-side panel. * The table must have a primary key column and date column to configure the incremental refresh option. * The Views must have a date column to configure the incremental refresh option and unique column(s) is optional which is used to update the modified records.

If you configured it, the data source will work on Incremental update, otherwise, it will work on the Full load concept. Finally click Connect.

Preview

If the table name is provided in the Additional connection parameters text box, only the specified table will be listed for selection.
Preview_specific_table

  1. Now, the data design view page with the selected table schema opens. Drag the table.

    Query Editor

    You can use the Code View option for passing query to display data.

    Codeview mode

  2. 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.

Connecting Bold BI to MariaDB Data Source via REST API

Prerequisites

Type while creating the data source needs to be mariadb.

Rest API - v4.0

Modes

Only the live mode data source can be created and edited through the REST API.

Parameters for creating Data Source

NOTE: The ability to provide join support is only available during the creation of a new data source. Join in edit connection mode is not supported.

Parameters Details
Servername

required
string

Server name or Host name of the connection
Port

required
string

Port number used to connect to MariaDB

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
JoinType

Required For Join Info
string

Enter a valid JoinType For Example (Inner,Outer)
LeftTable

Required For Join Info
string

Enter a valid Left Table name
RightTable

Required For Join Info
string

Enter a valid Right Table name
LeftField

Required For Join Info
string

Enter a valid Left Table Column Name
RightField

Required For Join Info
string

Enter a valid Right Table Column Name
Condition

Required For Join Info
string

Enter a valid Condition For Example (AND,OR)
LeftField

Required For Join Info
string

Enter a valid Left Table Column Name
Operator

Required For Join Info
string

Enter a Valid Operator For Example (=,>=)
Value

Optional For only Join Info
string

Specifically choose the column values.
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
IsSshConnection

optional
`boolean`

Enable or disable SSH. By default, it is false.
SshServerName

optional
string

Enter a valid Ssh Server name. By default, it is empty.
SshPort

optional
`integer`

Enter a valid Ssh Port number.
SshUserName

optional
string

Enter a valid Ssh Username. By default, it is empty.
SshPassword

optional
string

Enter a valid Ssh Password. By default, it is empty.
Expressions

optional

`Array of Objects`



Parameters for edit the connection while upload the dashboard via API

Parameters Details
Servername

required
string

Server name or Host name of the connection
Port

required
string

Port number used to connect to MariaDB

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
Schema

required for table mode
string

Enter a valid Schemaname
Tablename

required for table mode
string

Enter a valid Tablename
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
IsSshConnection

optional
`boolean`

Enable or disable SSH. By default, it is false.
SshServerName

optional
string

Enter a valid Ssh Server name. By default, it is empty.
SshPort

optional
`integer`

Enter a valid Ssh Port number.
SshUserName

optional
string

Enter a valid Ssh Username. By default, it is empty.
SshPassword

optional
string

Enter a valid Ssh Password. By default, it is empty.

Parameters for adding expressions when creating Data Source

Parameters Details
Name

required

string

Name of the Expression

Expression



required

string

Expression


Parameters for editing Data Source

NOTE: To edit a Data Source via API, all parameters are optional. Only the parameter that needs to be changed should be provided.

Parameters for modifying expressions when editing Data Source

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 Sample for Table Mode

For creating connection:

"Connection":
{
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"IsSshConnection": "false",
"SshServerName": "string",
"SshPort": 0,
"SshUsername": "string",
"SshPassword": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}

For creating connection with multiple tables :

"Connection":
{
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Tables": [
            {
                "Tablename": "string",
                "Schemaname": "string"
            },
            {
                "Tablename": "string",
                "Schemaname": "string"
            }
        ],
"JoinInfo": [
            {
                "JoinType": "string",
                "LeftTable": "string",
                "RightTable": "string",
                "JoinFieldInfos": [
                    {
                        "Condition": "string",
                        "LeftField": "string",
                        "Operator": "string",
                        "RightField": "string",
                        "Value": "string"
                    },
                    {
                        "Condition": "string",
                        "LeftField": "string",
                        "Operator": "string",
                        "RightField": "string",
                        "Value": "string"
                    }
                ]
            }
        ],
"AdvancedSettings": "string",
"CommandTimeout": "string",
"IsSshConnection": "false",
"SshServerName": "string",
"SshPort": 0,
"SshUsername": "string",
"SshPassword": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}

For editing connection:

"Connection":
{
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"IsSshConnection": "false",
"SshServerName": "string",
"SshPort": 0,
"SshUsername": "string",
"SshPassword": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)",
"NewName" : "Sum",
"Action": "edit"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
"Action": "delete"
}]
}

NOTE: Through the 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 Sample for Code View Mode

"Connection":
{
"Servername": "string",
"Port": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Query": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"IsSshConnection": "false",
"SshServerName": "string",
"SshPort": 0,
"SshUsername": "string",
"SshPassword": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}

Sample connection for editing the connection while uploading the “string” via API.

"Connection":  {   
       "ServerName": "string",
       "Database": "string",
       "UserName": "string",
       "Password": "string",
       "Port": "string",
       "AdvancedSettings": "string",
       "CommandTimeout": "string",
	   "Schema": "string"
  } 

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough