How to Prevent Schema Mismatch in Bold BI on data source re-connection

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Schema Mismatch:

Schema mismatch occurs when there is a discrepancy between the expected data structure defined in a data source and the actual structure present.

Causes of Schema Mismatch:

Structural Changes: Alterations in the table structure, such as adding or removing columns.
Data Type Changes: Modifications to the data type of existing columns.
Renaming Elements: Changing the names of tables, columns, or other database objects.

How to Ensure Schemas are the Same Before Reconnecting:

To prevent schema mismatch issues in Bold BI, it is crucial to verify that the schema of your data source matches the schema. Here are steps to ensure the schemas are the same before reconnecting:

Access the data source directly through your database management tool.
Review the structure, data types, and naming conventions of tables and columns.
Compare the schema from the data source with the data model used in the Bold BI. Look for any discrepancies in column names, data types, and table structures.
If you find differences, you may need to update the data source in Bold BI to reflect the changes. This can be done by editing the data source within Bold BI and making the necessary adjustments to the columns or tables.
After making changes, validate the new schema by testing the dashboard or test the connection to the data source from within Bold BI to ensure that the schema mismatch has been resolved. Ensure that all visuals and components are functioning correctly, and that the data is being displayed as expected.
Once you have confirmed that the schema is aligned and the dashboard is working correctly, you can safely refresh the data in Bold BI to pull the latest information from your data source.