Connecting Bold BI to Snowflake data source

The Bold BI dashboard designer supports connecting to Snowflake database through SQL Live query.

Supported Server Editions: Standard, Enterprise and Business Critical

Choose Snowflake data source

To configure the Snowflake data source, follow these 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 Snowflake 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 Snowflake

Create Snowflake data source

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

1. Enter a name and description (optional) for the data source.
2. Enter a valid Snowflake server or host name in the Server Name text box.

For example, https://dum421.west-europe.azure.snowflakecomputing.com 3. Enter a valid Snowflake user name in the User Name text box. 4. Enter a valid Snowflake password in the Password text box. 5. Enter a valid Snowflake database name in the Database text box.

There are two connection types in a data source:

• Live mode
• Extract mode

Live mode connection

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

Data Preview

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

The schema represents the collection of lists retrieved from the Snowflake server. This dialog displays a treeview list of schemas 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

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

NOTE: Initially, data will be extracted based on the maximum number of rows selected in order to proceed with data model creation. The remaining records (with 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 date, and end date 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 users’ convenience. After selecting, click Schedule.

   

Preview and data import

1. Click Connect to establish a connection with the Snowflake server using 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 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. * Views must have a date column to configure the incremental refresh option, and unique column(s) are optional but can be used to update the modified records.

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

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

   

   You can use the Code View options 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.

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 Snowflake Data Source via REST API

Prerequisites

Supported Server Editions: Standard, Enterprise and Business Critical

Type while creating the data source needs to be snowflake.

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 only available 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 the data source via API, all parameters are optional. Only provide the parameter that needs to be changed.

Parameters for modifying expressions when editing Data Source

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": "300",
"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",
"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": "300",
"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": "300",
"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",
       "UserName": "string",
       "Password": "string",
       "AdvancedSettings": "string",
       "CommandTimeout": "string",
       "Schema": "string"
  } 

How to filter active warehouse through connection parameters for Snowflake data source

The Bold BI application allows you to filter the warehouse through connection parameters in the Snowflake data source by following these steps.

Steps to connect the snowflake with the active warehouse

1. Refer to the Connecting Bold BI to Snowflake data source for successfully connecting to it.

2. For connecting the Snowflake with warehouse connection, you need to add the connection string Warehouse=WarehouseName in the Additional connection parameters textbox along with the existing server details and click Connect.

   

In this way, you can filter the warehouse connection by passing parameters in the connection string.

3. Drag and drop the table from the table schema in the data design view page.

   

4. Click Save to save the data source with a relevant name in order to proceed with designing a dashboard.

   

Related links

Data Transformation

Editing a Data Connection

Dashboard Designer Walkthrough

Snowflake Integration