Create XML 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 XML data for visualizations, dashboards, and more. This article shows how to create a virtual database for XML and build reports from XML data in Bold BI.

CData Connect Server provides a pure SQL Server interface for XML, allowing you to easily build reports from live XML 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 XML, leveraging server-side processing to quickly return the requested XML data.

Create a Virtual SQL Server Database for XML Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "XML" from Available Data Sources.
3. Enter the necessary authentication properties to connect to XML.

   See the Getting Started chapter in the data provider documentation to authenticate to your data source: The data provider models XML APIs as bidirectional database tables and XML files as read-only views (local files, files stored on popular cloud services, and FTP servers). The major authentication schemes are supported, including HTTP Basic, Digest, NTLM, OAuth, and FTP. See the Getting Started chapter in the data provider documentation for authentication guides.

   After setting the URI and providing any authentication values, set DataModel to more closely match the data representation to the structure of your data.

   The DataModel property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

   • Document (default): Model a top-level, document view of your XML data. The data provider returns nested elements as aggregates of data.
   • FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
   • Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

   See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

4. Click Save Changes
5. 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 XML data from Bold BI.

Visualize Live XML Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new XML data source and build a simple visualization from the data.

1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
2. 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 XML on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (xmldb)
3. Click Connect
4. Select the table to visualize and drag it onto the workspace.
5. Select a visualization style and add it to the report.
6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to XML Data from Applications

Now you have a direct connection to live XML data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating XML data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.