How to Import Multiple Data Sources into Bold BI

Importing multiple data sources into Bold BI is a straightforward process that allows users to combine data from various origins to create comprehensive dashboards. This KB will guide you through the steps to import multiple data sources into Bold BI.

Step 1: Access the Data Source Page

Navigate to the Data Sources page from the sidebar menu.

Step 2: Add a New Data Source

• Click on the Add Data Source button.
• Select the type of data source you want to add from the available list.
• Provide the necessary connection details for the selected data source.
• Click Save to establish the connection.

Step 3: Import Additional Data Sources

• Repeat Step 2 for each additional data source you wish to add.
• Ensure that each data source is properly configured and saved.

Step 4: Select Multiple Data Source:

• Go to the dashboard design view and open the Data Source panel.
• Click on the “Add Data Source” button and select the data source you need. (You can also use the existing data source)

Step 5: Use Data in Dashboards

• Once all data sources are imported, you can start using them in your dashboards.
• Drag and drop fields from different data sources onto the design canvas.
• Apply filters, groupings, and aggregations as needed.

Step 6: Save and Publish

After configuring your dashboard with multiple data sources, save your changes and publish the dashboard. Your dashboard will now reflect data from the various sources you have imported.

Additional References

• Using an existing data source
• Creating a new data source