Dashboard Refresh Management allows admins to schedule when dashboards should be automatically refreshed. Refreshes can be set either on an interval or on a daily, weekly and monthly schedule.
Note: Dashboard Refresh Management is an add-on feature. Please contact your Sales Executive or the Periscope Data Support team for additional information.
Admins can start by navigating to the Preferences menu via the settings icon in the bottom left corner of the screen.
In the Preferences menu, admins can set the default Dashboard Refresh settings for all dashboards. Admins can choose between setting no automatic refreshes, setting refreshes at an interval (e.g. every six hours), or setting refreshes at a specific hour daily (e.g. every day at 9am), day of the week, or day of the month.
Admins can then navigate to the Dashboard Refresh Management screen via the settings icon.
This screen will display all dashboards in the site and their refresh settings. Dashboards will automatically refresh based on the default settings configured in the Preferences menu. To customize the schedule, admins can click on the dashboard they'd like to update and select a specific refresh setting for this dashboard.
When a dashboard is refreshed, all versions of its filter configurations will also be refreshed. If a user has a unique filter set applied for a dashboard that varies from the default filter configuration, this would be counted as a version to refresh. Any shared dashboards will also be refreshed and will be displayed in this section.
The 'Last Runtime' displayed in the Dashboard Refresh Management screen will be the sum of the runtimes of all unique filter combinations.
If the sum of all scheduled 'Last Runtime' runtimes exceeds 20 hours, a warning label will be displayed. Admins are encouraged to optimize this feature by setting more frequent intervals for more important dashboards and either turning off automatic refreshes or setting less frequent intervals for less viewed dashboards.
Admins can revert to the default dashboard refresh settings by clicking on "Reset to Default."
Admins can view the total amount of refreshes scheduled on a daily, weekly, and monthly basis. The threshold is indicated by the red line in the capacity chart. For example, in the daily view, the threshold is 60 minutes of refreshing for each hour. If the sum of refresh runtime in an hour exceeds this threshold, that signifies that the refreshes will fall behind schedule.
Users can also view the dashboard refresh activity by clicking on the 'Queue' tab in the header. Here, dashboards that are queued for a scheduled refresh will appear. When there are several dashboards queued simultaneously, admins have the option to promote one over the others to prioritize their refresh.
When dashboards are delayed from the preset refresh schedule, a red text will outline the time delay.
For best practices transitioning to Dashboard Refresh Management, please refer to this helpful guide here.