How to connect a live file(CSV/JSON/XML/Excel) in Bold BI Dashboard?

The Bold BI dashboard designer supports connecting to live files (CSV/JSON/XML/Excel) using web services such as Google Drive, Dropbox, Microsoft OneDrive, and Microsoft SharePoint, or by using a REST API.

Steps to connect a live file(CSV/JSON/XML/Excel) using Web Services

1. Connect your Google Drive, Dropbox, Microsoft OneDrive, or Microsoft SharePoint account where your live file (CSV/JSON/XML/Excel) is stored.
2. Once the account is connected, select the account name and click the Connect button.
   
   
3. In the Data source text box, enter the name of the data source and select a live file (CSV/JSON/XML/Excel) to connect to.
   
   
4. Click Refresh Settings button to update your data periodically. This will automatically trigger a call for the API configured in the data source to keep the data up to date.
   
   
5. Choose the schema from the tree view to design your dashboard and click the Connect button.
   
   
6. Now, the design canvas is open with the selected table schema. Drag and drop the table onto the design canvas and save your data source.
   
   

Steps to connect live file(CSV/JSON/XML) through Restful Web services

1. If the live data is in CSV/JSON/XML format in your REST API, then connect the API in the designer using the Web API connection type.
2. In the Data Format combo box select the format (CSV, JSON, XML) based on the response of your provided API.
   
   
3. To update your data automatically, click Refresh Settings button.
   
   
4. Now you can connect the data source to design the dashboard.