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

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

Create a Virtual SQL Server Database for Aha 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 "Aha" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Aha.

   Start by setting the Profile connection property to the location of the Aha! Profile on disk (e.g. C:\profiles\aha.apip). Next, set the ProfileSettings connection property to the connection string for Aha! (see below).

   Aha! API Profile Settings

   The Aha! API uses OAuth-based authentication.

   You will first need to register an OAuth app with Aha!. This can be done from your Aha! account under 'Settings' > 'Personal' > 'Developer' > 'OAuth Applications'. Additionally, you will need to set the Domain, found in the domain name of your Aha account. For example if your Aha account is acmeinc.aha.io, then the Domain should be 'acmeinc'.

   After setting the following in the connection string, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
   • Domain: Set this in the ProfileSettings to your Aha domain.
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 Aha data from Bold BI.

Visualize Live Aha Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new Aha 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 Aha on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (ahadb)
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 Aha Data from Applications

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

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