Unveiling Custom Attributes & Dashboard Parameters for Flexible Data Connections

In our rapidly changing data analysis environment, the capacity to customize the connection of data sources to meet specific business requirements is crucial. With companies awash in data, there is an unprecedented need for adaptable and versatile tools. Recognizing this imperative, Bold BI is thrilled to introduce a groundbreaking enhancement to your data management suite. This feature allows users to harness custom attributes and dashboard parameters, offering a personalized connection to their data sources. Let’s dive into the world of data flexibility and discover how these new capabilities can transform your data analytics practices.

How to configure custom attributes

Personalizing your dashboard with specific data views is crucial for effective data analysis and decision-making. Discover the simplicity of configuring custom attributes by following our step-by-step guide in this link. Once you’ve established your custom attributes, you can manipulate your dashboard views to highlight the most relevant information for your analysis, ensuring your dashboard is as informative and efficient as possible.

Now, let’s look at how we can create a dashboard parameter.

How to create dashboard parameters

Dashboard parameters are essential tools that allow users to interact with their data, enabling them to filter and customize reports based on their specific needs. For a dynamic approach to data visualization, learn how to create dashboard parameters by following the steps provided here. This guide covers everything from the basics of parameter setup to advanced customization techniques, ensuring your dashboards are both user-friendly and powerful.

Using custom attributes and dashboard parameters in the data source connection window

Custom attributes and dashboard parameters in the data source connection window allow users to dynamically control and personalize their queries by specifying criteria or filter values. This enables creating interactive dashboards where end-users can manipulate visualizations in real-time based on parameters or custom attributes without altering the underlying data source configuration. The following images illustrate the support for custom attributes in data source properties and within the data source connection window.

Custom Attribute Support for Data Source Properties

Using Custom Attributes in Data Source Connection Window

Let’s explore the diverse use cases that make this functionality an essential asset for data-centric enterprises.

1. Occasional server migrations made simple: Users who occasionally need to migrate servers can now benefit from a simplified process. By adjusting connections in just one place, custom attributes offer a unified approach, making it easier to cope with server transitions smoothly.
2. Effortless management of connection strings: Custom attributes enable you to easily update multiple data source connection strings simultaneously, saving time and ensuring consistency across data operations.
3. Diverse data configurations for different clients: Customizing data interactions for various users within the dashboards is now possible. Users can establish individualized connection parameters by utilizing custom attributes and dashboard parameters, ensuring a tailored and protected experience for every user.
4. Seamless dashboard migration across environments: Our solution enables a smooth transfer of dashboards from development to staging to the production environment. This feature streamlines the migration process, allowing users to easily shift their dashboards without redoing data connection setups. This guarantees uniformity and precision throughout the separate phases of a project’s development cycle.
5. Download and upload dashboards seamlessly: Our solution provides a convenient feature for users managing numerous clients and diverse data needs. It allows for the seamless download and upload of the same dashboards with custom data setups, eliminating the necessity of inputting a connection string each time in the upload dashboard interface. This adaptability is extremely beneficial for accommodating the distinct demands of various clients.
6. Cross-tenant dashboard publishing: This functionality allows for the seamless distribution of dashboards across various tenants, even if hosted on different servers. Enhanced support for custom attributes and parameters ensures that the unique characteristics of separate tenants are no longer obstacles. This offers a versatile and scalable option for companies operating across various infrastructures.
7. Efficient template-based dashboard creation: Users can now create and deploy a primary dashboard template to multiple tenants, regardless of unique source credentials. Custom attributes streamline the administration and updating of dashboards, simplifying the template-driven dashboard-generation process.

Dashboard Parameter Support for Data Source Connection Properties

Using Dashboard Parameters in Data Source Connection Window

Utilize custom attributes and dashboard parameters to personalize data connections, enhancing adaptability and efficiency within the connection interface.

Conclusion

Integrating custom attributes and dashboard parameters into data connections revolutionizes data management, significantly empowering users and bringing adaptability and precision to data analytics. These features give users control, making seamless server migrations, data view customization, and dashboard transitions. This user-centric approach simplifies data analytics, allowing professionals to concentrate on insights and strategic decisions and unlock their data’s full potential for innovation.

Originally published at https://www.boldbi.com on January 16, 2024.