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How to handle schema updates in Bold BI

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When working with Bold BI dashboards, it’s essential to understand how schema updates in the data source can affect the published dashboard. This article provides step-by-step instructions on how to address this issue and overcome challenges that you may encounter.

Design Mode

  1. Consider that you have a Microsoft SQL Server database table named CUSTOMERS connected to Bold BI.

  2. Then you have dragged and dropped that table in design mode and saved the data source.

    design mode.png

  3. Finally, you have configured this data into the widget and published the dashboard.

    Customers.png

Handling Column Changes for Design Mode

  • If you hide a column in the data source, the hidden column will be removed from the dashboard.
    Hidden column.png

Dashboard:

Hidden column preview.png

  • When you rename a column in the data source, the published dashboard will reflect the renamed column.

    Renamed column.png

Dashboard:

Renamed column preview.png

Note: If you have added columns to the connected data source table in the database management console, refer to this article.

Code View Mode

Consider you have connected the data source in code view mode using CUSTOMERS table and you have configured this data into the widget and published the dashboard.

Code view mode.png

Handling Column Changes for Code View Mode

  • If you remove a column in the data source, the removed column will be removed from the dashboard.
    code view deleted.png

Dashboard:

code view preview.png

  • If the alias name of the existing columns is modified in the query, the concerned field will be removed from the widget.
    Removed column.png

Dashboard:

code view preview.png

  • If you add new fields to the existing query, the existing fields will not be affected.

By understanding how schema updates can affect your Bold BI dashboards, you can ensure that your dashboards remain accurate and up-to-date.

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Written by MunishKumar Balakrishnan
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