How to Apply Dynamic Date Range Filtering in Bold BI Dashboards
Dynamic data retrieval based on user interactions enhances the interactivity and relevance of dashboards. In Bold BI, this can be achieved by utilizing dashboard parameters within query filters. This article outlines the steps to re-fetch data from a data source, such as MSSQL, based on user-selected values, like a date range.
Steps to Configure Dynamic Data Retrieval
1. Create a Dashboard Parameter
First, you need to set up a new data source for the dashboard parameter. Establish a new literal date range dashboard parameter that users will interact with.
2. Open Data Filters Dialog
Navigate to the data filters dialog in your main data source and select the date field you wish to apply the filter to.
3. Configure Range Filters
In the data filters dialog, select the Ranges option. Then, choose ParameterName.START and ParameterName.END as the Range start and Range End values, respectively.
4. Preview
When the dashboard is in preview or view mode, any modification to the dashboard parameter value by the user will trigger the main data source to re-fetch records based on the new selection.
Additional Information
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If you prefer to use a custom query instead of the Data filters option, please consult the following documentation:
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This solution is applicable for both live mode and extract mode data sources. Ensure that the data source for extract mode is refreshed properly to reflect the latest data.
Conclusion
By following these steps, you can set up your Bold BI dashboards to dynamically re-fetch data based on user selections, providing a more interactive and personalized experience. If you encounter any specific requirements or queries, do not hesitate to reach out for further assistance.
Additional References
