Manage Data Sources

This section explains on how to share data sources and manage the version history of data sources and delete them in the Bold BI.

Data Sources that are accessible by the user depending on the user’s permission is displayed in the data sources page.

Manage Data Sources

There are two connection type available in Data source

* Live mode
* Extract mode

Live mode connection

In this connection type data source directly fetched from source E.g MySQL, Oracle, etc.

Live Connection

Extract mode connection

In this connection type data source fetched from source periodically E.g CSV, JSON, etc.

User can see the data source refresh status and occupied data rows count in this page.

Extract Connection

Check connectivity section for more details.

Share Data sources

This section explains on how to share data sources with the other users in the Bold BI.

Steps to share a data source

  1. Click the Actions button in the Data sources grid context menu and select Manage Permissions option.

    Manage Permission

  2. Select the permission access from the Select Access dropdown and select the users or groups to share the data source.

    Share Data source

  3. After selecting the access and users or groups, click on the Add Permission button.

    Add Permission

NOTE

Only the user who created the data source and the Administrator can share the data source with other Bold BI users.

Remove Permission

The user who created the data source and the Administrator can remove the shared data source permissions using the Remove option in the Actions column of the each permissions.

Remove Permission

Version History

Versions and file logs for each data source are maintained in the Bold BI for every changes in the data source. Check Version History section for more details.

Delete Data Sources

Data Sources can also be deleted from the Bold BI when they are no longer required.

Click the Actions button in the data sources grid context menu and select Delete to delete the data source.

Delete Data Source