Refreshing Dashboard using Scheduled Workflow

Refreshing Dashboard using Scheduled Workflow

The dashboards that you create are static, meaning the dashboard views do not change if the data they represent is changed. For this, you can use the refresh function provided by RubiSight. Refer to Refreshing a Dashboard.
However, there can be instances that data keeps changing often, and the dashboards that are plotted using that data need to be auto-refreshed without any user intervention.

You can achieve this auto-refreshing of the dashboard by scheduling workflows.
The auto-refresh of dashboards involves two main steps:

  1. Create Workflow for Cache Refresh
  2. Schedule the Workflow to run at a specified time interval

To enable auto-refreshing of the dashboard by scheduling workflow, follow the steps given below.

  1. On the home page, click the Create icon ().
  2. Hover over the Data Integrator tile and click the Create Workflow button.



    Create Workflow page is displayed.
  3. Enter the Name for your workflow.

  4. Enter the name in the Project field to create a new project.

    (info) Notes:

    • The workflow is created under the entered project name.
    • You can also type the name of the existing project in the Project field to select the project.
    • The project name is mandatory.
  5. Enter the Description for your workflow.
  6. Review all fields and click Create.



    The workflow is created, and the workflow canvas is displayed.
  7. Follow the path (Data Integration >> Control >> File >> Orchestration >> Refresh Cache) from the left Task Pane, drag and drop Refresh Cache on the workflow canvas. 



  8. Select the Refresh Cache node.
    The properties pane is displayed on the right side.

  9. From the Select Datasets drop-down, select the datasets for which the cache needs to be refreshed.



    (info) Note:

    You can select more than one dataset.

  10. After selecting the datasets, click Done.
  11. Hover over the Refresh Cache node and click the ellipsis, and then click Run.



  12. Schedule this workflow. Refer to Scheduling a Workflow.
    After the schedule is successfully created, the workflow executes at the specified time interval, and the dashboard is refreshed based on the latest data.

(info)

Notes:

  • If any of the datasets selected for the Refresh Cache node are not consumed in the dashboard, an error is displayed in the Log Trace.
  • If you do not select any dataset for the Refresh Cache node, an error is displayed in the Log Trace.

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