How to Create Expressions Using Custom Attributes in Bold BI

Creating expressions with custom attributes in Bold BI allows users to perform dynamic calculations and data manipulations within their dashboards. This feature enhances the flexibility and analytical power of the data presented. Here’s a step-by-step guide on how to create expressions using custom attributes.

Step 1: Add a Custom Attribute

1. Navigate to the UMS page. (Eg: http://localhost:51586/ums/sites)
2. Click on the site name that you need and choose the option to add a new attribute, which will allow you to create a custom field.
   
   
   
   
   
   
   
   

Step 2: Access the Data Source and Define the Expression:

Create the data source, drag and drop the table, and enter the expression formula. Bold BI supports a variety of functions and operators to help you define your calculation. Make sure to follow the correct syntax and use the available fields from your data source.

Syntax:

IF([Column]=${{:CustomAttributeName}},'true','false')

Example:

IF([CustomerID]=${{:CustomerID}},'true','false')

Step 3: Save and Use the Custom Attribute

Once your expression is validated:

1. Save the custom attribute. It will now be available as a field within your data source.
2. You can use this custom attribute in your dashboard widgets to display the calculated data.
   
   

Step 4: Review and Publish

Finally, review your dashboard to ensure that the custom attribute is working as expected. Once satisfied, publish or update the dashboard to make the changes live.

Additional References

• Steps to Add Custom Attribute in Query: With and without Alias Name
• How can a common connection string be utilized for multiple sources in Bold BI?
• Custom Attribute in Bold BI