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How to get the user specific data using dynamic connection string?

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Bold BI allows you to retrieve specific data for a user based on a custom attribute applied using a dynamic connection string by following these steps.

Get the user specific data using dynamic connection string

  1. Refer to the Configuring Custom Attribute to create Site Level custom attribute successfully.
  2. Create a live mode connection with databases such as MSSQL, MySQL, PostgreSQL, etc.
  3. In the connection input form, click the Dynamic Connection String switch to enable the Dynamic Connection String feature for the data source.
  4. At the top of the dialog, there is a radio button to choose either the External API or Custom Attribute for the Dynamic Connection Configuration.
    Dynamic Connection String
  5. Select the Custom Attribute button for the Custom Attribute in Dynamic Connection Configuration.
    customattributeconfiguration.png
  6. Enter the attribute name in the Custom Attribute section that was created in Site. Ensure that the custom attribute was created in Site for different Users.
  7. At the bottom of the dialog, there is an option pinned to choose the Configuration Mode. Select the Both option in Configuration Mode and click Save.
  8. After saving the configuration, refer to the Uses of custom attribute in configuring custom attribute to complete the configuration.
  9. Then share the published dashboard with other users that was created on the site. Based on the user, Bold BI allows access to user-specific data.
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Written by Nisanth Gunasekaran
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