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Connecting Bold BI to Oracle Database

Supported Server Versions: Oracle Database (11g, 12c, 18c, and 19c)

With the Oracle connection type, you are able to connect to an Oracle database.

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

Data button

Click CREATE NEW to launch a new connection from the connection type panel.

Data source button

Click Oracle connection button in the connection type panel.

Set the server Name and port number where the Oracle service is running.

The Service Instance Name is an optional parameter. Set the Service Instance Name if you have a specific name for the Oracle service: otherwise, the Oracle connection will be launched with the default service name

NOTE: What is the Service Instance Name – The Service Instance Name is a name given to an Oracle Cloud Service. For more details refer Service Instance Name

Enter the user name and password to connect to the Oracle.

Select a database from the drop-down list and click the Connect button to connect the Oracle.

Oracle connect

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.

Max rows option

The selected database will be opened in the data design view window.

Oracle database

Drag and drop the table from table list, and click Save button to save the data source with valid name.

Note: After a successful connection, the Query Designer will list Tables, Views, and Stored procedure. Materialized views will be listed under the Tables section.

Connect using custom attribute and dashboard parameter

We have added support for custom attributes and dashboard parameters in 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.

Connecting Bold BI to Oracle Data Source via REST API

Prerequisites

Type while creating the data source needs to be oracle.

Rest API - v4.0

Modes

Through the REST API, only the live mode data source can be created and edited.

Parameters for creating Data Source

NOTE: The ability to provide join support is available only 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 oracle
InstanceName required	`string` InstanceName or service name of the connection
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
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 the postgresql
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
InstanceName required	`string` InstanceName or service name of the connection
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 the Data Source via API, all parameters are optional. The parameter that needs to be changed can 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",
"InstanceName": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "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",
"InstanceName": "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",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}

For editing connection:

"Connection":
{
"Servername": "string",
"Port": "string",
"InstanceName": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Schemaname": "string",
"Tablename": "string",
"AdvancedSettings": "string",
"CommandTimeout": "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",
"InstanceName": "string",
"Username": "string",
"Password": "string",
"Database": "string",
"Query": "string",
"AdvancedSettings": "string",
"CommandTimeout": "string",
"Expressions" : [{
"Name": "Expression1",
"Expression" : "SUM(numeric expression)"
    },
    {
"Name": "Expression2",
"Expression" :  "UPPER(string expression)"
}]
}

Sample connection for editing the connection while uploading the dashboard via API.

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