How to refresh the excel data source in Bold BI dashboards?

When working with Excel data sources in BoldBI dashboards, it’s essential to keep the data up-to-date to ensure accurate visualizations. This article will guide you on how to edit and refresh Excel data sources in BoldBI dashboards.

Refreshing Cloud Excel Data Source

If your Excel file is stored on cloud drives like OneDrive, SharePoint, GDrive, Box, or Dropbox, BoldBI provides a data source refresh option. This allows the data to be synchronized at specific time intervals without manual editing.

To refresh a cloud Excel data source, follow these steps:

1. Navigate to the Data Sources tab in BoldBI.
2. Select the Excel data source you want to refresh.
3. Click on the Refresh Data option.
   
   
4. Also you can refresh the data source in a specific interval of time (e.g., every 5 minutes, hourly, daily, etc.) by configuring Refresh Settings.
5. Save your changes.

For more information, refer to the BoldBI documentation on refreshing cloud Excel data sources.

Refreshing Local Excel Data Source

If you’re using a local Excel file as a data source, you can update the dashboard using the data source edit option. However, local files cannot be automatically updated.

To refresh a local Excel data source, follow these steps:

1. Navigate to the Data Sources tab in BoldBI.
2. Select the Excel data source you want to edit.
3. Click on the Edit Data Source option.
   
   
4. Click the Edit Connection button and modify the data source as needed. (re-upload your excel file)
   
   
5. Then click the Reconnect button.
   
   
   
   For more information, refer to the BoldBI documentation on refreshing local Excel data sources.

Additional References

• BoldBI Cloud Excel Data Source Documentation
• BoldBI Local Excel Data Source Documentation