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Get the Report →Create Autify Dashboards in Bold BI
Use CData Connect Server to create a virtual SQL Server Database for Autify data to build custom dashboards in Bold BI.
Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to Autify data for visualizations, dashboards, and more. This article shows how to create a virtual database for Autify and build reports from Autify data in Bold BI.
CData Connect Server provides a pure SQL Server interface for Autify, allowing you to easily build reports from live Autify data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Autify, leveraging server-side processing to quickly return the requested Autify data.
Create a Virtual SQL Server Database for Autify Data
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Login to Connect Server and click Connections.
- Select "Autify" from Available Data Sources.
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Enter the necessary authentication properties to connect to Autify.
In order to authenticate, you must specify the Autify API Key and Project ID:
- ApiKey: Log into your account and go to Configurations/Personal Settings and create "New personal access token".
- ProjectId: ID of the project in your account URL. For ex: If URL is "https://app.autify.com/projects/343/scenarios", 343 is your ProjectId.
- Click Save Changes
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.
With the virtual database created, you are ready to connect to Autify data from Bold BI.
Visualize Live Autify Data in Bold BI
The steps below outline connecting to CData Connect Server from Bold BI to create a new Autify data source and build a simple visualization from the data.
- Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
- Choose the basic configuration and set the connection properties:
- Name: Name your connection
- Server name: Your Connect Server instance (CONNECT_SERVER_URL)
- Port: 1433
- Username: Your Connect Server username
- Password: Your Connect Server password
- Mode: Choose Live to query Autify on-demand or choose Extract to load the data into Bold BI
- Database: Choose the database you created from the drop-down menu (autifydb)
- Click Connect
- Select the table to visualize and drag it onto the workspace.
- Select a visualization style and add it to the report.
- Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.
SQL Access to Autify Data from Applications
Now you have a direct connection to live Autify data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Autify data.
To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.