How to create user specific data sources and dashboards in Bold BI?

In today’s data-driven environment, it is essential to provide tailored experiences for users. Customizing data interactions for various users within dashboards can enhance user engagement and ensure that each user has access to the information that is most relevant to them.

Steps to Create Data Sources and Dashboards

1. Create User Specific Custom Attributes:

   • Refer to the Configuring Custom Attribute to create user level custom attributes successfully.

2. Utilize Custom Attributes to Create Data sources:

   • Utilize custom attributes to define specific data connections for each user. This allows for a more personalized experience, ensuring that users only see the data that pertains to them.
     
     

3. Ensure Data Security:

   • By customizing data sources and dashboards, it is crucial to maintain data security. Ensure that users have access only to the data they are authorized to view by adding attributes for each users, protecting sensitive information.

     

By following these steps, organizations can create effective and secure data sources and dashboards that cater to the unique needs of individual users.

Related Links

• Get user specific data using Dynamic connection string
• Data Flexibility with custom attributes
• Configuring Custom Attributes