How to Use Extract-Mode Data Sources to Execute Stored Procedures with Multiple Parameters in Bold BI

Bold BI can run database logic that depends on several inputs, store the returned results for faster reporting, and reuse them in dashboards.
This article explains how Extract‑mode data sources in Bold BI can be used to connect to and execute parameterized queries or stored procedures that accept multiple parameters. This is useful when your dashboard needs parameter-driven data, but you still want extract-mode performance.

Although this article uses Microsoft SQL Server as a concrete example, the same extract‑mode behavior and concepts apply to other supported data sources that allow executing stored procedures or parameterized queries in Bold BI.

Step-by-Step Guide

Step 1. Create the Stored Procedure with Multiple Parameters in SQL

Example: SQL Server Stored Procedure with Multiple Parameters

CREATE OR ALTER PROCEDURE dbo.usp_SalesByRange
 @StartDate date,
 @EndDate   date,
 @RegionId  int = NULL
AS
BEGIN
 SET NOCOUNT ON;

 SELECT
     o.OrderDate,
     o.RegionId,
     o.SalesAmount
 FROM dbo.Orders o
 WHERE o.OrderDate >= @StartDate
   AND o.OrderDate < DATEADD(day, 1, @EndDate)
   AND (@RegionId IS NULL OR o.RegionId = @RegionId);
END;
GO

Step 2. Sign in to your Bold BI application and navigate to Datasources.

Step 3. Create a Data Source (Example: Microsoft SQL Server) in Extract mode.

Click on New Datasource and select Create Datasource
In the data source wizard, choose Microsoft SQL Server.

Step 4. Enter your SQL Server connection details and connect.

Provide the required:
- Server name
- Database name
- Authentication details
- Any advanced connection options
Choose Extract mode then click Connect to proceed.

Step 5. Locate the Stored Procedure.

In the Choose Table(s) step:
- Expand the database object tree
- Locate your stored procedure under the stored procedures section

Step 6. Supply Values for All Parameters

Select the stored procedure
Enter values for each input parameter in the Parameters dialog
Ensure parameter order and data types match the stored procedure definition

All required parameters must be supplied for extraction to succeed.

Step 7. Execute and Extract the Data.

Click Connect.
- Bold BI executes the stored procedure using the provided parameters
- The returned result set is extracted and stored as a table

Step 8. Verify the extracted table in the Data Design view and save the data source.

After extraction, confirm that the extracted data appears correctly in the Data Design view.
Drag it to the canvas (if required) and click Save.

You can now use this extract data source in widgets and dashboards.

Step 9. Refresh expectations (important for extract mode).

Refresh behavior depends on the capabilities of the selected data source.
For stored procedure–based extract data sources (such as Microsoft SQL Server), only Full Load refresh is supported.

Configure manual or scheduled refreshes as required.

Conclusion

By configuring the connection, supplying parameter values, and validating the extracted output, you can reliably use parameterized database logic while benefiting from extract‑mode performance. This workflow enables efficient, repeatable data refreshes and applies to any supported data source that allows parameterized execution.

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Written by Erick Oloo Awino

Updated:

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