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How do I refresh a data source?

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Refreshing a data source is required to get the most recent data in the associated dashboard(s).

In Bold BI, two types of data sources are supported:
  • Live mode
  • Extract mode
Refreshing Live Mode Data Sources
Live mode data sources don't require special refresh settings to get latest data. During design time, you can get the associated data sources refreshed by just refreshing the designer page. At runtime, you can just reload the dashboard to get the latest data reflected in it. It is because, with live mode connection, data is directly fetched from the source. You can also enable the automatic dashboard refresh. All SQL-based data sources can be created using live mode.
Refreshing Extract Mode Data Sources

Extract mode data sources have refresh settings associated with each of them. This can be enabled through scheduling the data source update at equal intervals of time. When a data source is created in extract mode, you can use the Refresh Settings option to update it with recently added data. Refer to this link to configure the data source refresh settings.

You can also refresh the data source on demand by using the below highlighted Refresh Data option.
Refresh Data option highlighted in the data sources listing pageRefresh Data option highlighted in the data sources listing page
The Refresh Settings option is also available in the data source designer page and the data connection file explorer window.
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Written by Sammanasu Mary Jesuraj
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