How to Filter the Latest Records in Bold BI

In Bold BI, you can easily filter the latest records from your data source. This can be particularly useful when you want to visualize your latest data and only focus on the most recent entries. Here’s how you can do it:

Assume you have a data source named as “Orders” with the 1 million records. You can use a date field to filter out the most recent data. Eg: ‘UpdatedAt’ field

Steps to Fetch the Latest Records

1. Edit the data source.

2. Click on the “Configure Query Filters” option.
   

   

   Now, you need to add a filter to fetch the latest 50000 records based on the ‘UpdatedAt’ column.

3. Add the appropriate filter as shown below.
   

   

4. Save the data source.

By following these steps, you can ensure that you’re always working with the most recent data in your Bold BI data source.

Additional References

• Configure Data Filters in Bold BI