Connecting Bold BI to Presto data source

The Bold BI dashboard designer supports connecting to Presto database through SQL Live Query (REST API).

Choose Presto data source

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

1. Click on the Data Sources button in the configuration panel to add a new data connection.

   

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

3. Select the Presto connection in the connection panel.

   

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.

Connect to Presto

Create Presto data source

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

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

2. Enter a valid Presto server or host name in the Server Name text box.

3. Enter its corresponding port in Port text box.

4. Enter the Catalog Name from below Presto Connectors Link.

5. Choose either None or BASIC authentication in the Authentication Mechanism combo box.

6. Enter a valid Presto user name and password if you choose Basic Authentication Mechanism.

7. Select the database you want to query from the listed databases associated with the given Presto Server in the Database combo box.

   

There are two connection types available in a data source:

* Live mode
* Extract mode

In future, you can edit the connection information using Edit Connection option.

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

Live mode connection

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

Data Preview

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

The schema represents the collection list that is retrieved from the Presto server. This dialog displays a list of schemas in a tree view and their corresponding values.

2. Now, the data design view page with the selected table schema opens. Drag and drop the table.

   

   Either you can use the Code View options for passing query to display data.

   

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

Extract mode connection

1. Switching to Extract mode, Extract Engine will become visible.

   

2. In Bold BI Extract, The data will be extracted in Bold BI itself.

3. When switching to Data Hub, the data is extracted using the Data Hub. To view the equivalent pipeline created for data extraction, navigate to the Query Designer page and click on View Pipeline.

   

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.

Refresh Settings

Steps to configure the data source refresh settings:

1. Click Refresh Settings in the configuration panel.

   

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.
   • Application Time Zone is displayed below the date picker. The Start time of the schedule is converted to the client Time Zone and shown at the right-side for users convenience. After making your selections, click Schedule.

   

Preview and data import

1. Click Connect to connect to the PostgreSql server with the configured details.
2. The Extract Data dialog opens. This dialog has two modes of connection either via Table or Custom query. Under custom query option, write the required query and click Connect.

Under Table option, this dialog displays list of tables and views in a treeview. Select the required table(s) or view(s) from the treeview to use in the designer. Incremental Update can be performed on both tables and views. The option is available for configuring the 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) are optional which is used to update the modified records.

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

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

   

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

   

4. 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.

Note: After a successful connection, Query Designer will list tables, views, and stored procedures. Materialized views will be listed under the Views 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

Dashboard Parameter

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

Connecting Bold BI to Presto Data Source via REST API

Prerequisites

Type while creating the data source needs to be presto.

Rest API - v4.0

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 for edit the connection while upload the dashboard via API

Parameters for adding expressions when creating Data Source

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

Connection Sample for Table Mode

For creating connection:

"Connection":
{
"Servername": "string",
"Port": "string",
"AuthenticationType": "string",
"Username": "string",
"Password": "string",
"CatalogName": "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",
"AuthenticationType": "string",
"Username": "string",
"Password": "string",
"CatalogName": "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",
"AuthenticationType": "string",
"Username": "string",
"Password": "string",
"CatalogName": "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",
"AuthenticationType": "string",
"Username": "string",
"Password": "string",
"CatalogName": "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 dashboard via API.

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

Related links

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Presto Integration