How to Use a Field from Another Data Source in Bold BI Dashboards

In some cases, you may want to use a value from one data source (DataSource A) in a dashboard that primarily uses another data source (DataSource B). This can be done using dashboard parameters and expression functionality. Follow the below steps:

Step 1: Add DataSource A and Create a Dashboard Parameter

1. In the Bold BI dashboard, click on the Data Sources tab.
2. Click the Add Data Source button and choose your desired data source (DataSource A).
3. Drag and Drop the tables. Then click on the Parameters tab.
4. Click the Add button to create a new dashboard parameter.
5. Enter a name for the parameter, choose the appropriate data type, and set the default value if necessary.
   
   
6. Click the Save button to save your parameter and the data source.

Step 2: Add DataSource B and Create an Expression

1. Click the Add Data Source button again and choose DataSource B.
2. After DataSource B is added, click on the Add button to create a new expression.
3. Enter a name for the expression and choose the appropriate data type.
4. In the expression editor, use the previously created dashboard parameter from DataSource A.
   
   
5. Click on the Save button to save your expression.

Step 3: Use the Expression in a Widget

1. Add a widget to your dashboard and select DataSource B as the data source.
2. In the widget settings, use the newly created expression to reference the value from DataSource A.
   
   

Now, you have successfully added a parameter from DataSource A to a dashboard using DataSource B. The value will be updated in live mode as the data in DataSource A changes.