How is data processed in various modes of data sources?

Extract data sources:

• In the extract connection, Data is stored in the intermediate database which you configured during the Bold BI setup.

• You can customize the data storage settings in the datastore settings, which can be found here: Datastore settings.

• If you want to ensure that your extract connection always provides recent data, you need to set up and configure data source refresh settings. You can learn more about tis process here: Refresh Setting.

• Extract connection - https://help.boldbi.com/managing-resources/manage-data-sources/#extract-mode-connection

Web Data Source (Live):

• For the WEB data source live connection, data is temporarily processed in the intermediate database.
• It’s important to note that this temporary storage is only for the duration of the requested operations, such as rendering a dashboard.
• Once the operation is completed, the data is automatically removed.
• You can explore more details on how this process works here: Live Web data source.

SQL based Data Sources (Live):

• For SQL based Live connections (SQL Server, PostgreSQL, Oracle, etc.), data is not stored in an intermediate database. Instead, it is directly queried from the database and displayed in the dashboard. You can find more information about live mode connections here: Live Mode Connection.