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How to create a dashboard & update with production data?

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Creating data source with test data

  1. Open the “BoldBI” application.
  2. Click “Data Sources” on the left panel of the application.Click Data Sources
  3. Click “Create Data Source” at the top right corner and select “Excel” data source.Create Data Source
  4. Choose the file path of the test data and click “Connect.” 
    Click Connect
  5. Click on “Update” to see the preview of the data and test data.
  6. Click “Save and Exit” at the top right corner.

    Click Save and Exit

  7. Created data source will be listed on the data source listing page.

Creating a dashboard with test data

  1. To create a dashboard page, click the plus (+) icon, select “Start from Scratch” and give the dashboard's name.click the plus (+) iconSelect Start from Scratch
  2. To import an existing data source and use widgets, click “Data Source” below the settings icon. Click Data Source
  3. Click “USE EXISTING” and add the data source. Drag and drop the appropriate widget.Click USE EXISTING
  4. Assign data to the widget by dragging and dropping the data to columns in the settings of widgets.

    Assign data to the widget by drag and drop

  5. Click “Publish” to publish the dashboard with test data.

Steps to replace test data with production data

  1. After publishing the dashboard, edit the data source of the dashboard by selecting the edit icon on the dashboard toolbar. 

    selecting the edit icon on the dashboard toolbar

  2. It will navigate the data source designer page by clicking edit and do changes by clicking “Edit Connection”. 

    Clicking Edit Connection

  3. In the “Edit Connection” window, upload the Excel file with production data and connect it.upload the Excel file with production data
  4. After Saving new tables, the values on the widget are replaced by new table values, which can be seen.widget are replaced by new table values

NOTE: To avoid data loss while replacing production data, ensure the column name and sheet name of the production data is the same as test data.

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RN
Written by Renuka N
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