How to Connect MongoDB Atlas using MongoDB data connector in Bold BI?

Introduction

In this article, we will guide you through the process of connecting to a MongoDB Atlas database using the MongoDB data connector in Bold BI. MongoDB Atlas is a fully managed cloud database service that automates time-consuming database administration tasks, allowing you to focus on your applications and data.

Steps to Connect to MongoDB Atlas Database

Step 1: Log in to Bold BI

1. Open your Bold BI server in your web browser.
2. Enter your login credentials and sign in to your Bold BI site.

Step 2: Navigate to Data Sources

1. Click on the Data Sources tab in the left panel.
2. This will display the list of available data sources.
   
   

Step 3: Add a New Data Source

1. Click on the Add Data Source button.
2. Select MongoDB from the list of available data sources.
   
3. It will open the MongoDB Data Source Configuration window as shown in the following image:
   

Step 4: Configure the MongoDB Connection

Now, In the MongoDB Data Source Configuration window, enter the following details:

• Data Source Name: Provide a name for your data source.
• Server Name: Enter the MongoDB Atlas Server node name for your cluster.
  • Example: ac-2bj1yd7-shard-00-02.ixa6tzz.mongodb.net
  • Find the MongoDB server node name in the Atlas server and choose any one of the nodes available to connect.
    
    
• Authentication Database: Enter the authentication database name (usually admin for MongoDB Atlas).
• Enable SSL: Keep this option enabled, as it is required by MongoDB Atlas.
• Database: Click the drop-down button to fetch and select the database you want to connect to.
• Collection: Select the collection(s) you want to use in your dashboard.

Step 5: Establish the Connection

1. Click on the Connect button to establish a connection between Bold BI and your MongoDB Atlas Database.
   

Step 6: Utilize the Connected Data
Once connected, you can now use the MongoDB data source to create widgets and visualize your data in Bold BI dashboards.

Related Articles

• MongoDB Atlas Documentation
• MongoDB Data Source in Bold BI