How to Apply Query‑Based OR Logic Using a Single Combo Box in Bold BI
Published:
In Bold BI, you can apply true OR logic at the query level to filter multiple fields using a single Combo Box. This approach uses dashboard parameters and Code View, allowing the database to return records where any one of the specified fields matches the selected value.
This method is recommended for large datasets and performance‑critical dashboards.
When to Use Query‑Based OR Logic
- Use this approach when:
- You want filtering to occur at the data source level
- Dataset size is large
- You need precise and reliable OR evaluation
- You have access to Code View
Step‑by‑Step: Query‑Based OR Logic
Step 1: Create a Dashboard Parameter
- Open the datasource in Edit mode and navigate to Parameters.
- Create a new parameter based on the data you have:
Example:
Name: CriticalityParam
Type: String
Default Value (optional): High
Step 2: Switch the Data Source to Code View
- In the data designer page, switch to Code View.
Step 3: Apply OR Logic in the Query
Replace your current query with the parameterized OR condition version.
Sample SELECT query:
SELECT
RecordID,
ProjectName,
ProcessCriticality,
PlanCriticality,
Owner
FROM dbo.CriticalitySample
WHERE
ProcessCriticality IN (@{{:CriticalityParam}})
OR
PlanCriticality IN (@{{:CriticalityParam}});
- Click Run to execute the query and validate the parameterized logic.
- Review the Data Preview to confirm that records are returned correctly.
- Click Update, then Save the data source.
Step 4: Bind the Parameter to a Combo Box
- Add a Combo Box widget to the dashboard or modify an existing one.
- Bind it to the parameter CriticalityParam.
- Configure the available values (High, Medium, Low).
Result - When a value is selected in the Combo Box:
- Bold BI passes the value to the query
- The database returns records where either column matches
- Widgets display the filtered dataset
Conclusion
- Using dashboard parameters with Code View allows you to implement true OR logic at the query level in Bold BI. This ensures filtering is handled by the database, delivering accurate results and better performance for large or complex datasets.
- By binding a Combo Box to the query parameter, users can easily control multi‑field filtering through a single selection, making dashboards both efficient and easy to use.