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.
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.
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.
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
Actionsbutton in the Data sources grid context menu and select
Select the permission access from the
Select Accessdropdown and select the users or groups to share the data source.
After selecting the access and users or groups, click on the
Only the user who created the data source and the Administrator can share the data source with other Bold BI users.
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.
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.
Actions button in the data sources grid context menu and select
Delete to delete the data source.